Page 5 - Getting Your Sales Reps to Love CRM

Getting Your Sales Reps to Love CRM

Roles help you form the hierarchy of your organization and Profile lets you determine the level
of permission a user can have. Setting up Profiles gives you the means to reduce the amount of

unnecessary information that a sales rep sees.

Stick to gathering only the relevant information

Most CRM applications have lots of fields to store data. However, in day-to-day use, most of

the fields are left untouched. Seeing a lot of empty fields makes it look like the sales rep doesn’t
have enough information. But that is usually not the case. Use Layouts to remove those unwanted
fields, and make your Zoho CRM database look more concise and complete.

Conditional Layout Rules is another feature in Zoho CRM where the fields show up only after

particular criteria is fulfilled. For instance, in a real estate company, the information you want to
get from the customer differs depending on whether the requirement is an apartment, individual
home, or a villa.

Give them the benefit of going mobile

Place business card inside the box
Name : Charles Stone
Charles Stone
VB Salse & Marketing

Bridgefood Corpration
Company : Bridgeford Food Corpeation

Bridgeford Food Corpration
Website : www.bridgeford.com
Ph : (800) 555-5296, (800) 555-5555
Email : info@bridgeford.com
Website : www.bridgeford.com

Scan Card Scan Badge

A CRM mobile app gives you an edge in customer acquisition. For instance, a sales rep from your

company attends a trade show. They return with a bunch of business cards. Instead of having to
manually create leads, your reps can quickly add them with a mobile CRM app.

Zoho CRM Resources 5