Here at The Marks Group, our CRM system is…Zoho CRM, naturally. And of course, we use Zoho CRM Calendar. So give us credit for eating the dog food, so to speak.
I’ve been knee-deep in it for more than two years now and I’ve learned a lot. So I thought that I would take a few moments out and share five tactics with the Zoho CRM Calendar. This is not scripture. You may have different points of view. But for me, this works.
Tip #1: Ignore Calls
When you’re on the calendar, you’ll see that you have the ability to create an “event” or a “call.” When you’re in other areas of Zoho CRM, you’ll also see that you have the ability to also create “tasks.” I ignore calls. It’s just too confusing. For me and others in my company, all of our activities are either events or tasks. An event represents an appointment. An appointment is defined as when I have a scheduled meeting—onsite or online—with someone else. A task represents everything else: calls, to-do’s, emails to send, things to follow-up, and so on.