Page 13 - What's an SMB

Today
Zia: AI-powered sales assistant Sales Prediction

Zoho CRM continues to service the modern By this time you should have achieved $10,000 of revenue in order to
meet your sales Target this month.
business with Zoho’s AI-powered sales Tip : Increase your frequency of follow ups.

assistant, Zia, making your sales process Focus on these “likely to win” deals.
infinitely more streamlined and productive. Wednesday, July 22
Alert
Leads via SMB Sign up form is 10% lower than last week.
Zia analyzes every sales rep’s tasks,
patterns, and tendencies and suggests a Today

macro function to automate those tasks, Suggestion
bypassing the time it takes to create a macro 3 of your users are spending 30% of their time performing repetitive
tasks. You can improve their productivity by automating these tasks.
yourself. And because no two salespeople Show Workflow Rules

are alike, Zia creates custom suggestions
Attention
unique to individual salespeople based on As per your workflow set up, it is most likely that the same customer
would receive the below 2 templates on the same day.
their personal selling habits. Welcome Email | Trial feedback survey

Go multichannel and grow your SMB.

The days of exclusively interacting with leads and customers face to face are over, even for small
businesses. Today, SMB owners have to meet and communicate with customers wherever they are

and wherever they interact online.

This means embracing a multichannel CRM so you can provide relevant and personal experiences

to each and every customer who comes in contact with your business. As customers move to a more
mobile-driven lifestyle across multiple channels and devices, the modern SMB owner has to adapt
and interact with customers in a way that benefits them.

$ Chloe Reese Chat
Apex Corp, $ 38,000,00
Melinda Anderson
Calling... Pages Visited 5 Pages 10:23 Lini Evans
now in Pricing page @Levans
ANSWER San Francisco, CA
Email Status Days Visited Last Visited
4 Yesterday
Melinda Anderson sent Adding Lead Add as Contact
Ventura Capitalists
in the last 2 days
Layout Standard
Open Deal and status is Visitor 80578 Chat
opened United Kingdom Account Name Betacry Inc
180 Widgets - $18,000,00
not opened Pages Visited 2 Pages 10:14 First Name None
Deal Owner Amella Burrows now in Contact page
bounced
Stage Proposal/Quote Last Name Evans
opened and not replied Days Visited Last Visited
Probability (%) 75 4 Today Emai lini.es@bet.com
Expected Revenue $13,500,00
Owner Michelle Brown
Closing Date 2016-07-29
Jack Brown Chat
United States
What’s an SMB? It’s not what you’ve been told. 11 www.zoho.com/crm