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ZOHO CRM Best Practices - Part 1

  Рет қаралды 12,340

Business Automation Solutions Using Zoho One

Business Automation Solutions Using Zoho One

Күн бұрын

Пікірлер: 25
@fafelo30
@fafelo30 2 ай бұрын
I always smash the like button on your videos, they really deserve it
@smallbusinessautomation
@smallbusinessautomation 2 ай бұрын
Thank you 😍
@ormandhunter3546
@ormandhunter3546 3 жыл бұрын
Thank you, Lior! I am in the insurance business. Just getting back into the business after several years of not being active. One of the reasons I left the industry for several years was the lack of automated systems, marketing options, etc... I'm older, so computerized CRM Systems, etc... are not something I have dealt with in the past. I have been researching several and have landed on SOHO CRM. I appreciate the simplicity of your presentation, Sir. It helps me to more clearly comprehend and visualize how SOHO can help my start-up business. By the way, your english is excellent, Sir. I wish you, your business and family, the very best!
@smallbusinessautomation
@smallbusinessautomation 3 жыл бұрын
Thank you for the kind comment Ormand!
@addamvelasco6009
@addamvelasco6009 2 жыл бұрын
Thanks for the videos! Helps a lot
@smallbusinessautomation
@smallbusinessautomation 2 жыл бұрын
Anytime.
@jugbirsingh6999
@jugbirsingh6999 2 жыл бұрын
Thanks bro
@smallbusinessautomation
@smallbusinessautomation 2 жыл бұрын
Thank you 🙏
@hasanmahmood8114
@hasanmahmood8114 3 жыл бұрын
Excellent LIOR
@smallbusinessautomation
@smallbusinessautomation 3 жыл бұрын
Thank you sir
@JTamilio
@JTamilio 3 жыл бұрын
Great stuff.
@smallbusinessautomation
@smallbusinessautomation 3 жыл бұрын
Thank you 🙏
@alexk7837
@alexk7837 2 жыл бұрын
Man, I appreciate your work, but the 1st best practice is at 7:50 into the video? Could you cut to the chase sooner next time?
@smallbusinessautomation
@smallbusinessautomation 2 жыл бұрын
Thank you for the feedback. Will improve in the next videos. Learning everyday 🤙
@GaurangRangpadiya
@GaurangRangpadiya 3 жыл бұрын
Most of my Lead Generation is manual. My team search and add to CRM. I am in to B2B. First Details I Get about Lead is Company. and Company details are must. So When I generate a New Lead, It should start with Company and then I can add one or more people (compan's/Account's) representative. And most of the time I do not have their email IDs. I was recommended by one of the Zoho partner that I should save details directly in to Contacts and Accounts. Though most of them not even contacted once by me or my team member. But If I save them into Leads, structure of data we gathered is lost. What Should we do?
@smallbusinessautomation
@smallbusinessautomation 3 жыл бұрын
It’s a conversation that we need to have. Pls join the free webinar this coming Wednesday 10am EDT. The link on the comment. I will be happy to discuss and help.
@GaurangRangpadiya
@GaurangRangpadiya 3 жыл бұрын
@@smallbusinessautomation send me link to webinar.
@smallbusinessautomation
@smallbusinessautomation 3 жыл бұрын
@@GaurangRangpadiya attend.zoho.com/2zag
@zohoservices2003
@zohoservices2003 3 жыл бұрын
how to create that button
@smallbusinessautomation
@smallbusinessautomation 3 жыл бұрын
Buttons required coding. We do not cover coding in this channel. Sorry.
@vfont8567
@vfont8567 2 жыл бұрын
How can we learn more about the button? email? Zoom call?
@user-ge4pe5je6s
@user-ge4pe5je6s 3 жыл бұрын
Thank you so much, we can change the language to Arabic ?
@smallbusinessautomation
@smallbusinessautomation 3 жыл бұрын
Yes sir. Check your personal settings pls
@soul_ontheloose5269
@soul_ontheloose5269 3 жыл бұрын
You sound like spanish
@smallbusinessautomation
@smallbusinessautomation 3 жыл бұрын
Almost. Israeli :)
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