Top 10 Best Practices while Implementing ZOHO CRM
Zoho CRM is one of the most popular CRM tools for small and medium businesses worldwide, to manage their customer-facing problems. But only a few companies pay attention to its implementation and wonder what went wrong when they see no real results. So, basically mere adoption of CRM isn’t enough, you must also have a proper CRM implementation strategy, depending upon your business needs. 1. Integrate with other Zoho Products Zoho also has a host of other CRM apps in the market that complement it. These can increase the overall efficiency of your business by allowing users to communicate and share information all in a single centralized place. 2. Avoid Duplicates in Lead contacts, Accounts, and Potentials As the best practice, put the duplicate check-in place in Zoho CRM. When converting a lead into contact and potential, a duplicate record is found if the contact already exists with the same email. In that case, merge the lead into that contact rather than creating a duplicate. 3. Dat...