Zoho CRM – Training for Sales Reps (Day Two)

Sales metrics

• Default reports
• Managing reports and dashboards

Engaging with customers

• Email integration (using IMAP or POP)
• Bcc dropbox
• Signals

Customization

• Different types of views
• Advanced filters
• Templates (Email and mail merge templates)
• Home page customization

Data administration

• Import (module-specific import)
• Import history
• Recycle bin
• Audit logs

Extensions and integrations

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

Zia in CRM

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