Zoho One Essentials
Zoho One Essentials

Author: Karen S. Fredricks

Publisher: ePublishing Works!

Published: 2022-06-07

Total Pages: 186

ISBN-13: 1644572753

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Reap the competitive benefits of Zoho, one of the best customer relationship management (CRM) solutions on the market today. Learn How To: b”/bStore complete contact information, including name, company, phone numbers, mailing addresses, and e-mail addresses.brb”/bRecord dated notes for each of your contacts so that you can easily keep track of meaningful conversations and activities. This feature is handy for those of us who forget things on occasion.brb”/bKeep a calendar that is cross-referenced with the appropriate contact so that you have a complete record of all interactions that you’ve had—or will have—with a contact.brb”/bAccess reports and dashboards so that you can glean insight into your business based on the information in your database.brb”/bMerge your contact information into templates you create for marketing campaigns and other purposes. You can send those merged documents via snail mail, fax, or e-mail.brb”/bManage your sales pipeline with built-in forecasting tools.brbrbWhat Is Customer Relationship Management (CRM)?/bbrCRM stands for customer relationship management and typically refers to software, like Zoho, that helps you manage your customer relationships. From a sales perspective, it means things like inputting and tracking leads, checking up on those leads, converting leads to contacts, and ultimately to deals. From a management perspective, you can track the progress of your sales team, create and run reports, and gather insights into your sale cycles and forecasts. Simply stated, the goal of a capable CRM product, such as Zoho, is to run your business efficiently, effectively and to increase profitability.brbrbContents:/bbrWhat in the World is Zoho?brWorking with Contact RecordsbrWorking with Contact RecordsbrFind And Change RecordsbrStay in TouchbrHave it Your Way (set up the system)brManaging UsersbrE-mail BlastsbrPipelines and DealsbrManaging ProductsbrProjectsbrCasesbrReports and DashboardsbrHacks and Shortcutsbr

ACT! by Sage For Dummies
ACT! by Sage For Dummies

Author: Karen S. Fredricks

Publisher: John Wiley & Sons

Published: 2011-03-10

Total Pages: 425

ISBN-13: 1118052412

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Are you ready to reap the benefits of the bestselling contact relationship manager (CRM) software on the market today? Well, then—get into the act with ACT! 2008 and find out how the latest version of this exciting software enables you to set up a database that’s right for you so that you can focus on your business and career growth while also saving time and money. With this fun and friendly guide in hand, you’ll discover how ACT! organizes customer information in one place, safely shares customer info between workgroups, and provides you with forecast tools, reports, and a contact database. Whether you’re new to the features of ACT! or you are familiar with the basics but have not yet put to use ACT!’s more advanced abilities, this nuts-and-bolts reference has been updated and revised to make sure that you are up to speed on the most efficient way to organize your customer relationships and activities. Author and full-time ACT! Certified Consultant and ACT! Premier Trainer Karen Fredricks walks you through tasks such as: Setting up the contact database Adding multiple contacts to a group and adding contacts to a company Changing contact-level security access Scheduling activities Using the basic ACT! Reports Designing new reports Automating the backup process Integrating with Outlook Creating groups ACT! by Sage For Dummies, 9th Edition also boasts a companion Web site that includes all the updates for the 2008 version of ACT! You’ll be amazed by just how quickly you’ll be able to set up a database and get it to act for you.