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How to become a smarter sales rep with Zoho CRM

Get your timing right

Don’t let multiple calls and emails to your leads go unanswered. Use a smarter approach.
Zia, an Artificial Intelligence (AI) powered sales assistant, will show you notifications that let you
know if leads, prospects and customers have opened and replied to your emails, participated in

your surveys or posted on social media. Based on this information, you will know the best time to
contact each prospect or customer. When you know the best time to contact your customers, you
get more replies from them, at the right time.

Automate your routine actions

You follow a definite set of actions when it comes to contacting leads. Let’s say, for instance, that
you have to contact 50 leads in a day. You have already spoken to 30 of them but the other 20
calls and emails have gone unanswered. You leave a voice message for those leads and update

your tasks. But you don’t want to manually follow the same routine time and time again, do you?
Automate these actions through macros. All you need to do is select the records (leads/prospects)
and run the macro, which will automatically take care of all your repetitive tasks.

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