Salesforce Migration to Zoho and Web Forms Project
We also set up workflows for them so that when a form is submitted by a visitor to their website, various functions like sending emails or tasks to the sales staff to alert them that a new form had been submitted.
The Client was happy with their new CRM as it was easy to use and the data was organized. The client was pleased with the web forms and workflows because they kept the sales team on their feet, given no reason not to follow up on any Lead that came into the CRM.
Zoho CRM, Automation, Web Forms