Filtering CRM Data for Fun & Profit

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Zoho’s New CRM

Zoho CRM recently unveiled their new CRM and we’re devoting a few blog posts to the coolest new features. But beyond cool, these are enhancements that will make you more productive and help you increase revenue and reduce expenses.

Click here for Zoho’s “What’s New?” post.

Don’t feel like reading but have questions? Get answers.

Fun with Filters!

Having a CRM database with all of your leads, prospect and customers is awesome… but only if you can easily find the right data at the right moment. With Zoho CRM’s new Advanced Filters, narrowing in on the information you need, quickly, is easier than ever.

The new filtering options provide you and your team myriad ways of getting right to the most important information and then acting on that information:

  • Deals closing this month that haven’t had any activity from your team. Now you can follow up to ensure you seal the deal.
  • Leads that have no open activity associated with them. Revive a cold lead and close a new sale.
  • Leads or deals that have overdue tasks. Get to those actions and reschedule, delegate or just, you know, do it.

 

Advanced Filters

 

<– Click image to view gif of filtering steps.

 

 

 

Help! I have questions!

If you want to learn more, or have questions about how Zoho CRM can help your organization, book a Zoho CRM Blitz Q&A with me here.

Taming the Email Beast – Get a Month of Your [Work] Life Back

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I was asked to present at the Small Business Tech Meetup held last night at Zoho Corporate HQ.

Email can be a huge time-waster, but it’s a necessary e̶v̶i̶l̶  tool for business, well, for life, actually.

I Wish I Could Spend More Time On Email

Estimates vary, but the McKinsey Global Institute said in 2012 that an average employee spends 13 hours a week clearing their inbox and that it’s often the number one most time-consuming work activity. I’m going to go out on a limb and say that number has probably gone up. But let’s stick with that number for a minute.

 

Would you like to have just a portion of your life back from managing email? Let’s say you could recoup a little less than half of that time, we’ll call it 5 hours a week, just to be conservative. That’s about 250 hours a year, or 31 days or a whole damn month! A MONTH!!!!

Here’s a link to the prez I delivered at the Meetup with some strategies, habits and tools to help you do just that. Small Biz Tech Meetup August Prez

SalesInbox – Email for Closers

Reading Time: 2 minutes

Zoho’s New CRM

Zoho CRM recently unveiled their new CRM and we’re devoting a few blog posts to the coolest new features. But beyond cool, these are enhancements that will make you more productive and help you increase revenue and reduce expenses. Click here for Zoho’s “What’s New?” post.
Don’t feel like reading but have questions? Get answers.

Today’s Zoho CRM feature? SalesInbox.

 

coffee's for closers

You can’t be in sales and not have heard that famous quote about coffee being for closers only. Glengarry Glen Ross is a brutal film about the ugly side of sales.

Zoho CRM’s new SalesInbox is Email for Closers – what if you could view your inbox – yes, that unholy behemoth of distractions, drivel and deals – and hone in on the really important stuff first? Like Deals? Leads? SalesInbox lets you do just that.

Here’s a list of my top 8* fave things about SalesInbox:

  1. Prioritize your emails and get to the most important emails first.
  2. View contextual details from your CRM database right in the email list in a timeline view.
  3. Do CRM tasks via drag & drop right from your inbox. Things like, create a lead, contact or deal.
  4. Stop using your inbox as a de-facto to-do list – move emails to tasks.
  5. Add reminders to emails so you don’t forget to respond within a set time.
  6. Don’t let important follow-up fall through the cracks, with ResponseWatch – SalesInbox will ping you when you DON’T get a response.
  7. Use personalized templates to save time and track opens & clicks. Even see which team member has the best open and click rates on their email templates.
  8. And of course SalesInbox works on your mobile device, so you can be just as productive on the go.

*Why 8 and not 10? Because I created the list without a number in mind and don’t really want to add 2 fluff things to make the list a nice, round 10.

SalesInbox

 

Inbox prioritized.

 

 

 

SalesInbox ResponwWatch

 

 

Waiting for a response? Let ResponseWatch monitor it for you.

 

 

SalesInbox Lead Creation

 

Create leads, contacts & deals automatically from your Inbox.

 

 

 

 

Event Alert!

If you are in the San Francisco Bay Area please come join me as I share strategies, habits and tools to Tame the Email Beast. I’ll be speaking at the Small Business Tech Meetup in Pleasanton, CA on August 24th, 2016 at 6:15 pm. Click here for all the details and to RSVP.

Help! I have questions!

If you want to learn more, or have questions about how Zoho CRM can help your organization, book a Zoho CRM Blitz Q&A with me here.