Page 5 - Become-a-smarter-sales-rep-with-zoho-crm

How to become a smarter sales rep with Zoho CRM

USD can be categorized in a folder named “Top Customers.” SalesInbox also creates dynamic
folders for “Closing This Month,” “Customers,” and “Deals,” and shows them right alongside the

folders you already have.

With SalesInbox, you can also:

Automate lead creation in your inbox

When people show interest in your product or business, set up triggers to automatically categorize
new messages as leads. For instance, when you receive an email from an address that is not in

your CRM, you can create certain conditions, which, when met, will execute a workflow rule to
convert that email address to a lead.

Get automatic reminders

Create automated alerts to remind you to respond to your emails on time. Say you’ve sent an email
to a contact, and they haven’t responded for a couple of weeks. SalesInbox has ResponseWatch,
which lets you assign a due date for when you should hear back from a lead or contact.
ResponseWatch monitors your inbox, and if you don’t hear back within a certain deadline, it alerts

you to follow up again. When you don’t let your emails go unanswered, you’re on your way to
being a sales superhero.

Work with contextual information

Whenever you email contacts, you should also be aware of how they’ve progressed through the
sales cycle. Contextual information in SalesInbox lets you scan all your notes, tasks, and previous
messages, so you can pick up from where you left off. When you have the right context, you will

know how valuable each prospect is, who deserves more attention, and when the next deal is
closing.

Zoho CRM Resources 5