Zoho CRM – Training for Sales Managers (Day Three)

Automation

• Workflow operations
• Actions that help in automation
• Lead scoring
• Assignment rules
• Case escalation rules

Integrations

• Google (Calendar, Contacts, and Chrome extension
• Microsoft

Overview of Process Management

• Blueprint
• Review processes
• Approval processes

Data Administration

• Import (module-specific import)
• Import history
• Export
• Recycle bin
• Working with Sandbox

Zia in CRM

• Suggestion by zia – Best time to contact
• Data enrichment by zia
• System Recommendations
• Ask zia

Mobile app

• Zoho CRM Mobile
• Zoho CRM Analytics