Page 7 - Getting Your Sales Reps to Love CRM

Getting Your Sales Reps to Love CRM

Automate work

Configure Workflow Rules to make Zoho CRM work the way you do. A typical sales workflow, for
example, involves these steps: acquire leads, send emails, convert leads into deals, negotiate, and
close the deal. Automate this process to reduce the mundane and repetitive work for your sales

reps.

Info and States

Deal Follow Up Process

This process helps in Following up with deals.
Module: Deals | Layout: Standard | Field: Stage
Entry criteria for this Blueprint: + Add Criteria

Available States
Start
Qualified
Start
Negotiation done
Schedule Appointment New
Discount Approved

Discount Rejected
Schedule Appointment
Decision Made
Qualified

For instance, if the deal advances to the next stage in your sales process, create a follow-up
task for the Deal Owner, stating that they must add a note in that record summarizing the main
takeaways of their conversation with the prospect.

Of course, you can set up workflows to send an email, create tasks, update a field, send a webhook,
etc. Additionally, you can also schedule the action to occur at a later time. For instance, to create
a task reminding the sales rep to send a follow-up email after a field in the deal record is modified.

Zoho CRM Resources 7