Zoho CRM 2016 – Advanced Search Filters

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Welcome to Zoho CRM 2016, an On-demand Customer Relationship Management (CRM) software for managing your customer relations in a better way.

So What’s new with Zoho CRM 2016?

In today’s video module, our expert will be teaching you how to work around Zoho CRM 2016’s advanced filters for you to be able to extract valuable leads data from your system.

For a quick refresher, Zoho Leads are the contacts you have acquired through your various marketing efforts and stored in your Zoho CRM system. Effective lead management is crucial for businesses regardless if you’re small to mid-sized or a corporation. By ensuring all leads are attended to in a timely manner, not only does it improve customer relations, but also help your team improve productivity.

Through the advanced filters on your Zoho CRM, you may be able to sort your list depending on what you are looking for. It may also help you uncover untapped deals and act on it right away. It’s also effective in keeping track of your sales activities.

Here’s what’s in store for you:

  • Overview of the advanced filters in Zoho CRM 2016
  • How to search through the advanced filters
  • How to sort contacts
  • How to implement actions on the leads

Zoho CRM is a powerful tool to use for businesses in managing their leads and retain clients. The latest features integrated in the 2016 software makes it a lot easier for businesses to improve their operations and provide efficient service to their customers. The faster you can respond to your client’s needs, the happier they will be; happy customers mean more referral.

Zoho CRM’s Advanced Filters lets you sort through your contacts and effectively inspect which ones are left untapped. Especially this day and age when the competition is tough, businesses, small ones in particular, cannot afford to have any missed opportunities.

To learn more about Advanced Filters in Zoho CRM 2016, watch the video we’ve provided above.

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