Page 8 - Getting Your Sales Reps to Love CRM

Getting Your Sales Reps to Love CRM

Suggest templates and Macros

Email Inventory Mail Merge All Modules

TEMPLATE NAME MODIFIED BY

Trial expiring in 5 days Burrows Amelia
Leads Trial expires Aug 09

Know more about our product Burrows Amelia
Apr 13
Leads Know more about our product

Product Updates Burrows Amelia
Apr 13
Leads Product Updates

ESCALATION ALERT Burrows Amelia
Leads Escalation alert Mar 26

A CRM is all about making the system do the work for you.

Sending mass emails in different time zones, updating your inventory, etc. are some of the repetitive

tasks most businesses have to endure. That’s where Zoho CRM’s templates and Macros come in.
You’ll find that your workload is significantly reduced.

Creating a template saves you the effort of manually constructing an email. Setting up a Macro lets
you send that email at specific periods, without having to send it yourself. For example, set up a

Macro to send an email when the deal is closed, or when an activity is completed.

Zoho CRM Resources 8