ZOHO CRM Best Practices - Part 1

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  • Опубліковано 9 лис 2024

КОМЕНТАРІ • 25

  • @fafelo30
    @fafelo30 4 місяці тому +1

    I always smash the like button on your videos, they really deserve it

  • @ormandhunter3546
    @ormandhunter3546 4 роки тому +1

    Thank you, Lior! I am in the insurance business. Just getting back into the business after several years of not being active. One of the reasons I left the industry for several years was the lack of automated systems, marketing options, etc... I'm older, so computerized CRM Systems, etc... are not something I have dealt with in the past. I have been researching several and have landed on SOHO CRM. I appreciate the simplicity of your presentation, Sir. It helps me to more clearly comprehend and visualize how SOHO can help my start-up business. By the way, your english is excellent, Sir. I wish you, your business and family, the very best!

  • @addamvelasco6009
    @addamvelasco6009 3 роки тому +1

    Thanks for the videos! Helps a lot

  • @jugbirsingh6999
    @jugbirsingh6999 2 роки тому +1

    Thanks bro

  • @hasanmahmood8114
    @hasanmahmood8114 4 роки тому

    Excellent LIOR

  • @JTamilio
    @JTamilio 3 роки тому

    Great stuff.

  • @GaurangRangpadiya
    @GaurangRangpadiya 4 роки тому +1

    Most of my Lead Generation is manual. My team search and add to CRM. I am in to B2B. First Details I Get about Lead is Company. and Company details are must. So When I generate a New Lead, It should start with Company and then I can add one or more people (compan's/Account's) representative. And most of the time I do not have their email IDs.
    I was recommended by one of the Zoho partner that I should save details directly in to Contacts and Accounts. Though most of them not even contacted once by me or my team member. But If I save them into Leads, structure of data we gathered is lost. What Should we do?

    • @smallbusinessautomation
      @smallbusinessautomation  4 роки тому

      It’s a conversation that we need to have. Pls join the free webinar this coming Wednesday 10am EDT. The link on the comment. I will be happy to discuss and help.

    • @GaurangRangpadiya
      @GaurangRangpadiya 4 роки тому

      @@smallbusinessautomation send me link to webinar.

    • @smallbusinessautomation
      @smallbusinessautomation  4 роки тому

      @@GaurangRangpadiya attend.zoho.com/2zag

  • @zohoservices2003
    @zohoservices2003 3 роки тому +1

    how to create that button

    • @smallbusinessautomation
      @smallbusinessautomation  3 роки тому

      Buttons required coding. We do not cover coding in this channel. Sorry.

    • @vfont8567
      @vfont8567 3 роки тому

      How can we learn more about the button? email? Zoom call?

  • @سيينمييم
    @سيينمييم 3 роки тому

    Thank you so much, we can change the language to Arabic ?

  • @alexk7837
    @alexk7837 2 роки тому

    Man, I appreciate your work, but the 1st best practice is at 7:50 into the video? Could you cut to the chase sooner next time?

    • @smallbusinessautomation
      @smallbusinessautomation  2 роки тому

      Thank you for the feedback. Will improve in the next videos. Learning everyday 🤙

  • @soul_ontheloose5269
    @soul_ontheloose5269 3 роки тому +1

    You sound like spanish