CRM hands on

CRM hands on.

hands on.

What would you like to know?

I want to know more about Sales Force Automation.

Let’s do it.

We’ll use Zoho CRM because it’s free up to 3 users.

Sign in to Zoho using your Google, Yahoo or Facebook account.

Create a new Lead.

Don’t forget to save.

Create a New Call (To Lead).

Don’t forget to save.

Convert the lead

into potential.

Don’t forget to save.

Edit the potential by clicking on it.

And set the stage to “Closed Won”.

Don’t forget to save.

Check the history.

Create more potentials in different stages (new or existing Account).

Check your Pipeline by Stage.

Nice.

I will get my bonus.

And what if I want a bigger bonus?

I’ll need best of breed Sales Force Automation solutions.

Next question please.

I want to know how to run multichannel campaigns.

I would suggest you to use one of the best tools available.

And let’s run a campaign in Zoho.

Hit me with another question please.

What about service?

That’s why salesforce.com is one of the leaders in this area.

Let’s see how Zoho deals with it.

Last question.

What’s in the sauce?

I really can’t answer that.

Summing up

Don’t turn your back to your customers. Employ CRM platforms.

Because “If we don’t take care of our customers, someone else will.”

Hands off!

Sergio [email protected]

http://www.linkedin.com/in/sergiolegrant