Page 9 - Getting Your Sales Reps to Love CRM

Getting Your Sales Reps to Love CRM

Make yourself at home

Leads by Source Leads by Status

1000
Not Contacted
745 204 (7.85%) Attempted to
750 Contact
409 ( 15.74% )
Record Count 500 380 382 429 Junk Lead Contact Immediately
544 ( 20.93% )
231 ( 8.89% )
250 266 295
102
0 Contact in Future
Advertisement Cold Call Employee Referral Google AdWords Online Store Public Relations Trade Show Contacted 466 ( 17.93% )
745 ( 28.66% )

My activities
SUBJECT ACTIVITY TYPE FROM TO DUE DATE STATUS PRIORITY RELATED TO CONTACT NAME ACTIVITY OWNER
Pricing discussion Events Jun 21 09:00 PM Jun 21 10:30 PM High Bonnie Jackson Bonnie Jackson Patricia Boyle
Website draft Tasks Jun 21 09:00 PM Jun 21 10:30 PM Jun 20 Not Started High Bonnie Jackson Bonnie Jackson Patricia Boyle
Meeting Tasks Jun 21 09:00 PM Jun 21 10:30 PM Jun 20 Not Started Low Fitzpatrick James Watsonhale
Meeting Tasks Jun 21 09:00 PM Jun 21 10:30 PM Jun 21 Not Started Low Smith James Watsonhale

The Homepage gives you an overview of the sales side of your work. In Zoho CRM, we let you
customize your homepage.

For instance, you can have the following dashboards in your homepage: Leads by Source, Pipeline
by Stage(Deals), My Calls, My Open Tasks and Open Events. Normal homepage does not contain

these dashboards.

Make work a game

And finally, bring in some fun to work. UseZoho
CRM’s gamifaction features to bring out your
reps’ competitive spirit and motivate them to

meet their quota. Turn on Gamescope to set up
challenges and reward your team with trophies
and badges.

For example, challenge your team to convert
the most leads they can in a single day.

Zoho CRM Resources 9