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By: deltadataservices | May 23, 2018

I've had more than one person ask me what a Deal is in Zoho CRM so I thought I would take the time to explain how the Deal module in CRM is intended to be used.

The Deal is also called Opportunity or Potential depending on your organization. I usually place the Deal module or tab in between the Leads module and and the Contact and Account modules. This is because, I look at a Deal as an in-between stage between the Lead and the Contact and Account.

In CRM, Leads are very 'raw' people you know. At the Lead stage, you have very little interaction with the people and you have not been able to get a sense of how much money you can make from those people. They have not been qualified or quantified yet.

When you know how much you thi...

By: deltadataservices | May 16, 2018

Delta Data Services used to be on a website called Peopleperhour.com (PPH) for freelancing work. PPH had something called an 'Hourly'. This was where you provided a small, set amount (about an hour) of work for a set price. In this video I am describing a set amount of work for developing workflows and automation in CRM.


Enjoy the video!

Category: Video Blog 

Tags: Zoho, Zoho CRM, Video 

By: deltadataservices | May 09, 2018

Are you starting to find that when you convert a Lead to a:

  • Contact
  • Account
  • Optionally a Deal/Opportunity/Potential
that some of the fields are not passing over correctly to the new modules?

Did you add new pick lists to Leads and forget or not realize that you have to make the field in:
  • Contact or
  • Account or
  • Optionally a Deal/Opportunity/Potential
for the pick list to pass over correctly in the conversion?

What you need is Lead Conversion Mapping. Lead Conversion Mapping is where you tell CRM what fields to map when you convert a lead and therefore what fields to pass to
  • Contact or
  • Account or
  • Optionally a Deal/Opportunity/Potential
in the conversion.

To find the Lead Conversion Mapping section in Zoho CRM go to the 
  • Setup then -> 
  • Customizatio...

By: deltadataservices | April 28, 2018

I attended Zoho's annual Sales and Marketing conference called Zoholics in Austin, Texas in April, 2018. One of my favorite people at Zoho, Christian Blood, who is responsible for me blogging, gave a presentation on Technical Support.


Christian has some interesting things to say about how companies should approach Technical Support. He is a Ph.D. and says that the word 'conversation' has a Latin root from the word 'converso' which is to 'turn together' or to dance. His point, was that Technical Support should be seen as a dance among the client and the technical support provider. Everyone likes to dance and dancing takes active participation by both parties, right ? So technical support can be an enjoyable interaction for both parties.


C...

Category: Sales 

Tags: Zoholics, Zoho, Zoho Support 

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