Zoho CRM 2016 – What is a Lead Module

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Welcome to Zoho CRM, an On-demand Customer Relationship Management (CRM) software for managing your customer relations in a better way.

So, what’s new in Zoho CRM?

In this video, we will be teaching you quick and easy ways to create, manage, and convert leads through your Zoho.

‘Leads’ are potential clients that go through your pipedrive and acquired via marketing efforts. Example: PPC landing pages, cold calls, email marketing, etc. Anybody manifesting interest in your company by subscribing to your newsletter, or entertaining your calls can be considered as a ‘Lead’.

Creating and managing leads is very crucial for every organization. Big or small, all businesses have to learn how to effectively handle leads they generate from marketing campaign not just to close a deal but also improve brand following and loyalty among customers.

We will be covering the following areas in this module:

  • How to filter and sort through your leads
  • How to add new leads to your CRM
  • How to add lead management details on your CRM
  • How to convert your leads into sales

In the Leads module, we will guide you on how you can filter through your leads and find out which ones have already been contacted and which ones are still pending. We will also teach you how you can assign leads to your team members, add missing information (especially contact details), additional notes and even set autoresponder messages.

By learning effective Zoho CRM lead management, you can ensure that your potential clients are well taken cared of, attended by the right department in your business, and ultimately, secure sales.

Watch the video above to learn how to manage leads acquired through your Zoho CRM.


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