Page 6 - Getting Your Sales Reps to Love CRM

Getting Your Sales Reps to Love CRM

Zoho’s iPhone apps like Leads or Card Scanner let you instantly capture the attendee’s information
into the CRM database. This saves your reps a lot of time, and they can even follow up right from

the CRM Mobile app. Use the app to set up a workflow to send an automated email to a lead.

Bring social media into CRM

A sales rep can make a stronger pitch to a prospect or advance a lead to the next stage if they have

a clear idea of the potential customer’s personality. But whats the best way to get that information?
From socialmedia, obviously. Sales people can peruse the profiles of their leads to get a sense oft
their requirements.

Customers Open Deals Leads / Contacts

Pings Streams Pings Streams Pings Streams

William price 1m ago Heather Yamane 10m ago Jack Wilson 1m ago
Replied to a tweet. Mentioned your brand in
a tweet

Heather Yamane 5m ago Tiany Larsen 1m ago Nicole Ellsworth 6m ago
Mentioned your brand in a Commented on Zylker’s post
tweet on Zylker

The social media integration in Zoho CRM allows a sales rep to find a customer’s social media
profile, without having to open up new tabs and search for it manually. Furthermore, responses
from a company’s representative would make customers feel that the company takes care and

effort to address their requirements.

Zoho CRM Resources 6 6