Page 9 - Why You Need a Multichannel CRM
P. 9
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