Because you can use it to automatically generate the standard, short follow-up messages you normally send out, you’ll respond to your leads sooner. Or, even bette r, use a macro : When the system sees that a large part of your daily routine consists of sending emails, updating fields, and creating tasks, Zoho CRM prompts you with a suggestion to run a macro. Use the views and advanced filters to find which deals are closing this month that have no follow-up email or call associated with them, or to locate leads who haven’t had any notes attached to them in the past 30 days. Let Zoho CRM make it faster for you to follow up. So what should you do if your business is growing and your resources are limited? How can you focus on both generating leads and following up with them? On the other hand, if you only focus on following up and don’t generate any new leads, you run out of customers. In fact, by the time you reach out to the 50th one and send them an acknowledgment, you’re probably too late : Research shows that 78% of buyers choose the vendor that immediately responds to their needs. If you’re successful in generating lots of leads, but don’t follow up with them fast enough, you cl ose no sales. And if you really want to maximize your productivity, let workflows automate your welcome-email process for you : Create a workflow rule for your Leads module so that every time a new lead comes into your CRM, they automatically get a welcome-email in their inbox.įor small and medium businesses, following up with a lead is as crucial as generating a brand new one. Create email templates to speed up the process, so you can spend your time generating 100 more leads, not repeating yourself 100 times. Zoho CRM stops you from doing mindless, busy work.
But if you’re just copying and pasting the same content, and all that’s changing is the recipient’s name, why do the same thing 100 times? There’s definitely no value-add - just repetition, redundancy, and content cloning. ġ00 welcome emails to send to each new lead means 100 emails to draft. Stop doing busy work, start doing business. Or, if you want your leads equally distributed, opt for the round robin method: Choose specific sales reps, users, or groups to make your lead distribution repeat itself automatically.Ģ.
Use assignment rules in Zoho CRM to segment your leads based on a particular source or city. So automate your lead assignment process once and for all. I f you’re getting 100 leads every day, that means you’ll be performing the same task 100 times! Without automation, you have to manually assign every new lead you get to a particular sales rep. Want to do more with less, but don’t know where to start? Here are 5 easy ways to automate the most repetitive parts of your sales process with Zoho CRM, so you can spend your time closing deals, and do what you do best.ġ. If your business is growing, then you’re short on two major things: resources and time.
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