Page 10 - Become-a-smarter-sales-rep-with-zoho-crm

How to become a smarter sales rep with Zoho CRM

Go Mobile. Carry Zoho CRM in your pocket

To all the field sales reps, here’s another handy tool. We know you work pretty much round the
clock, attending many customer meetings, conferences and events. But you can’t always carry
bulky laptops to update your activities and keep your team in sync with the latest happenings,

can you? You need a CRM system that you can carry in your pocket. And Zoho CRM for Mobile
gives you just that. From adding leads to creating tasks, receiving email notifications to finding
customers nearby, the Zoho CRM Mobile App has it all.

Know who is nearby

Locate all the prospects near you, wherever you go. Use the Map View in the
Zoho CRM Mobile App and locate the leads, contacts and prospects in your

area, and schedule meetings during your next business trip. Find out where
your leads are located and figure out the best time to contact them.

Track your meetings

Whether you’re going to the movies or eating out at your favorite restaurant,
you like to check-in to that location and share it on Facebook or Twitter.

Keep your colleagues in the loop about who you have visited by checking-in
at your customer’s location.
When you log all your visits, your teammates know where you’ve been and
customer visits won’t be duplicated.

Your check-in also gets recorded as a note associated to that particular lead
or contact.

Give voice to your thoughts

Do you want to record your conclusions about a recent demo you gave to a

prospect or record your thoughts about your meeting with a customer? You
don’t have to type out lengthy notes. Record voice notes when you’re walking
or driving, associate these audio files with your records and download them for
your reference whenever you need them.

Zoho CRM Resources 10