Build your sales process
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- Опубліковано 6 лют 2025
- Every business, no matter the size, follows a set of stages that start at capturing a prospect and end at closing a deal. This is the sales process of your organization. Each of these stages consists of tasks that need to be carried out before the prospect moves on to the next stage in the sales cycle. To ensure an effective sales process, you need to analyze what your sales team is doing to turn prospects into customers.
In this video, we will brief you on how a sales cycle works, the various stages in a sales cycle, and how you can implement them in Zoho CRM. Watch all the videos from the playlist here: • Getting Started with Z...
Great explanation of how to use the crm to decide on a sales process.
THANK YOU SO MUCH! Very informative and top level view on how to design a proper sales enviroment for your business.
hmm
I want details Metrix from Lead Capturing to Customers for capturing sales team Activity
The video never showed how to create sales pipeline.
Hello, thank you for the feedback, Rishabh. We will work on it. Meanwhile, hope this help document helps you get started.
help.zoho.com/portal/en/kb/crm/customize-crm-account/pipelines/articles/multiple-sales-pipeline
Horrible. How about a step by step process or a "how to" of a simple sales process from lead to contact to account and deal. Stop teaching what a sales process is and start showing me how to do it
Hello Dave,
In this video, the focus is on giving an idea of how the sales process can be implemented for those who are just getting started with Zoho CRM. Thank you for your valuable feedback. I have shared it with my team and we will definitely work on it. Meanwhile here are some of the help documents that you might find useful:
- help.zoho.com/portal/en/kb/crm/use-cases/articles/create-system-defined-sales-process-for-a-step-by-step-lead-conversion
- help.zoho.com/portal/en/kb/crm/faqs/sales-force-automation/opportunity-management/articles/how-to-customize-stage-and-probability-mapping-for-deals
- help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/modify-special-fields#Map_Stage-Probability_values