The 5 Zoho CRM Reports Every Sales Manager Should Be Using

By | Zoho Tips

The 5 Zoho CRM Reports Every Sales Manager Should Be UsingMany sales managers these days get a lot from using Zoho CRM, but alas, there are also many who do not. In order to succeed with Zoho CRM and allow it to help you run your business more efficiently, it’s crucial to get useful data out of it. This is done through Zoho CRM reports. The following are five Zoho CRM reports every sales manager should be using:

The Sales Activity Report

Sales managers spend a lot of their time supervising others, and may spend more time concentrating on those salespersons who are not performing well. This Zoho CRM report will usually show what each salesperson was doing the previous week and what their upcoming plans are. This can allow sales managers to see what exactly their underperforming staff members are up to, including who they’re scheduled to meet with and who they’ll be calling. This gives the sales manager a good opportunity for offering advice and providing other feedback beforehand.

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Top 4 Reasons Why CRM Platforms Fail

By | CRM

Top 4 Reasons Why CRM Platforms FailCRM platforms are meant to help improve business operations, but a small percentage of the time, these CRM implementations fail.          

Usually, things started off great and everyone at the company is excited to use the new CRM platform. But eventually, things start to go wrong. Some people will say it’s too much work; others will say it’s a different system than what they expected. After some time, they stop using it altogether and that is when things fail.

The success of a CRM platform depends on the entire team working together and being on the same page, so even if just one person stops using it, it can potentially snowball and cause the system implementation to fail.

The following are the top four reasons why CRM platforms fail in organizations, and by knowing about some of these things ahead of time, you can take the steps needed to ensure your new CRM system is a hit.

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CRM and Zoho Reporting: 4 Must-Have Reports

By | Zoho Tips

How to use Zoho reportingTo put it simply, a CRM, such as Zoho, is nothing more than a database. With that being said, CRMs have powerful features that can improve sales, service, and marketing effectiveness. But it’s important to take advantage of the reports that are offered through Zoho CRM and other CRM systems. The following are four must-have reports if you’re looking to get the most out of Zoho CRM:

Zoho Issue Reports

Identifying problems is the first step to getting them resolved, which is why these Zoho issue reports are so popular. The problems displayed on these reports could be internal (i.e. a server went down) or external (perhaps there was a customer complaint). Regardless of the details of any issues, it’s important to be aware of them. They are simple reports that provide vital details, such as the type of problem, who’s working on resolving it, notes on any progress, and so on. You can also close out individual issues once they are resolved.

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