Page 9 - Why You Need a Multichannel CRM
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Why you need a Multichannel CRM

            A CRM that covers all your communication bases.

            What is CRM?

            At its core, A CRM is a tool to acquire and manage customer information in a centralized location.
            A CRM lets you keep track of every interaction you’ve had with a customer, from when they enter
            your system as a lead to when they convert into a recurring customer.

            With so many digital mediums, it becomes hard to keep track of every email correspondence,
            call, and social media interaction you’ve had with customers. Without a CRM that can pull that
            information together, you’ll be spending a lot more time navigating a maze of browser tabs,
            trying to stay on top of your interactions. To have a clear understanding of what’s been said and

            what needs to be said, a CRM is a necessity.

            Let’s see how Zoho CRM can help you utilize these Channels to the fullest!

            In a few simple steps, you can integrate your email with Zoho CRM. With your email inside CRM,
            you’ll be notified of all incoming emails and can directly respond from CRM itself. Customer
            emails get automatically associated with their respective records. Know if and when your
            customers open your emails, so you have a better idea of when to reach out.

            DEALS                     CONTACTS & LEADS          NOT IN CRM                COLLEAGUES
            David Miller      Yesterday  Jeremy Watson    10:40  Donna Baker       11:58 AM  Robert Yonker, Me (2)  Yesterday
            Request for sample logo de..  $ 4000.00  Product tour!  Regarding product features  Re: Final Attempt

            Adam Johnson       Jul 12  Maria Thomas     Yesterday  Sandra Evans   10:20 AM  Jennifer from Zylker  Jul 11
            Web design deal- confirmat...  $ 3000.00  Demo request  Tradeshow on 12/7/2016  Choose the right plan

            Martin Taylor      Jul 12  Steve Johnson      Jul 6  Twitter           9:47 AM  Elizabeth Leon.Me (2)  Jun 13
            Reg: Price plans  $4000.00  Plans and benefits       Follow James Carter on Twitter!  Re: quick question

            Valarie Thomas     Jul 02  Sandra Evans       Jul 4  Charles Jones     7:40 AM  Manish Sharma     Jun 6
            Clarification in pricing  $ 10,000.00  Latest upgrade?  Interested in your product  New contact?

            George Faulkner    Jun 31  Warren Hastings    Jul 3  Nancy Parker     Yesterday  Rose Edward      Jun 2
            Demo request     $ 4000.00  Re: Welcome onboard!     Webinar registration      Trying to connect

            Patrick John Smith  Jun 21  James Carter     Jun 22  Deborah Smith    Yesterday  Elizabeth Leon.Me (2)  Jun 30
            Need business cards desig..  $ 4000.00  Clarification in the design process  Loved your tradeshow  Re: Let’s Schedule a call
            Sharon Glaze       Jun 13  John Dykes        Jun 22  Veena Trivedi    Yesterday  Manish Sharma    Jun 30
            Product Demo     $ 4,500.00  Reminder: Portfolio     Like to know more         New contact?

     Zoho CRM Resources                                                                                                7
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