Miron Matecki

Miron Matecki

Blog by Miron Matecki

How can I use the Contact Us form on my website to capture more enquiries from potential customers?

To encourage people to sumbit their information, make the website form as easy as possible to fill out, keep the number of required fields to a minimum. You could include a Live Sales Chat feature on your website which could be used by a potential customer to get more information and by your S...

23-08-2014 02:43:26 - Komentarz(e)

How do I segment and mass email my leads?

Zoho CRM allows you to effectively segment and mass email your leads and contacts.

NOTE: the ability to do this may be restricted to your admin user, check your user rights.

Using Leads as an example,

1) go to Leads tab and create a new 'view', eg. Industry (must be based on a field in the ...

23-08-2014 02:43:26 - Komentarz(e)

How does web to lead work in Zoho CRM?

The web form will contain whatever lead fields you specify. So, if we customise the lead to have a ‘dates of travel'; field, and you want that in your web form, then it will be there and that date will go to the lead record, then to the opportunity once your sales team convert it.

The CRM w...

23-08-2014 02:43:26 - Komentarz(e)

Is there any analytics support in this system for us to track where leads have come from ?

This can be built into the lead ‘source’ field. You can give us as many sources as you like and we will add to the drop down.

Then there are standard reports which report on lead source. Also, the standard campaigns module will allow you to add marketing campaigns like “Winter special...

23-08-2014 02:43:26 - Komentarz(e)

My web to lead stopped working after I changed the admin password

Yes, you would need to regenerate the code and use the new password when doing so, but your web developer will need to re-paste the new code into your web form.

This is a security measure to prevent unauthorised hacks through the web to lead page when admins change passwords.

You can do this i...

23-08-2014 02:43:26 - Komentarz(e)

What is web to lead?

Web to lead is a function in the CRM which generates code a web developer can include in your website contact form to automatically dump the data into your CRM direct from your website.

This has the added benefit of course of centralising your leads in your CRM for faster follow up and conversion...

23-08-2014 02:43:26 - Komentarz(e)

What's a 'potential' or 'opportunity'?

An Opportunity is called a 'potential' in Zoho CRM, an opportunity is a future sale. It has not been closed yet, but it is potential revenue for the company.

It is not the same as a lead, but rather, is a converted lead, ie. a lead that has been qualified and one which sales are sure stands...

23-08-2014 02:43:26 - Komentarz(e)

Can Zoho CRM contain individual products?

One major advantage that Zoho has over Salesforce free/starter editions is that Zoho has product books and price lists, this links to the quotes and invoices functions which automate time consuming sales documentation. However, if your products differ extensively, then you can easily create cu...

23-08-2014 02:43:26 - Komentarz(e)

Do we need to use leads AND opportunities? Will one be OK?

You should use both. A lead can be any contact and no doubt you have numerous ones which never pan out. Once you convert, it becomes an opportunity, this helps maintain your opportunity database and keeps forecasts more accurate.

Zoho only offer the web to lead function, ie. there is no web to op...

23-08-2014 02:43:26 - Komentarz(e)

CRM kolejna wersja

Z przyjemnością informujemy, że w dniu 9 sierpnia opublikowana została kolejna aktualizacja aplikacji CRM.

Nowe funkcje obejmują:

1. Reguły przypisywania kontaktów

2. Reguły eskalacji zgłoszeń

3. Przypomnienia typu pop-up dla działań

4. Dostosowanie ustawień roku podatkowego

5. Różnicowanie...

23-08-2014 02:43:26 - Komentarz(e)

Why do we need a CRM maintenance or support contract?

Strictly speaking, you don't. However, this depends on whether a) you want to be doing CRM customisation and b) if not, whether you have someone in house who can do it for you.

A CRM project is never really ‘over’. We guarantee once you start using the system in full you will be think...

23-08-2014 02:42:15 - Komentarz(e)

What's a 'lead'?

The definition of a lead can vary from business to business and there is no set rule as to 'what's a lead?' A lead is generally a contact person that has come to your company from any number of channels regarding information on a product or service. A common way to capture leads like thi...

23-08-2014 02:42:15 - Komentarz(e)

Can a lead also be a customer?

Yes. A lead, is potential new business, which can also come from an existing company or customer in your CRM.

When you convert such a lead the CRM will notify you that the lead may already exist and you will have the chance of linking the lead to the existing account.

23-08-2014 02:42:15 - Komentarz(e)

Zoho Mail dostępny w trybie Offline

Zoho Mail dostępny w trybie Offline

W ciągu trzech ostatnich lat, uruchomiliśmy kilka nowych aplikacji Zoho, lecz jedna stale pozostawała w cieniu, rozwijając się powoli w wersji testowej private beta, tą aplikacją jest Zoho Mail.

Dziś Zoho Mail wychodzi poza wersję private beta. To ważny kam...

23-08-2014 02:42:15 - Komentarz(e)

My Web-to-Lead function stopped working after I changed my admin password, why?

The Admin password affects web-to-crm functionality. For security reasons you would need to regenerate the code and use the new password when doing so, but your web developer will need to re-paste the new code into your web form.

This is a security measure to prevent unauthorised hacks thro...

23-08-2014 02:42:14 - Komentarz(e)

Is there any means to analyse where leads have come from? ie. Lead Source?

This can be built into the lead ‘source’ field. You can give us as many sources as you like and we will add to the drop down.

Then there are standard reports which report on lead source. Also, the standard campaigns module will allow you to add marketing campaigns like “Winter special...

23-08-2014 02:42:14 - Komentarz(e)

Is it possible to allow customers to enter problems on your website, then log them in the CRM?

Same concept as web to lead. we would customise case screen then generate HTML, your web guy would then create a web form using this rendered HTML. Anything entered into it would go straight to CRM under their name.

23-08-2014 02:42:14 - Komentarz(e)

Can I mass mail leads from Zoho CRM?

Yes! A CRM will allow you to quickly and easily segment your leads or customers, based on a number of criteria which you can define. By using Zoho CRM you can reach the right people with the right information. Your team can create campaign email templates which pull customer-specif...

23-08-2014 02:42:14 - Komentarz(e)

Can I do mass updates and conversions of leads?

Mass 'update' yes, mass conversion (to potentials) no, because this is generally not feasible as each lead has different parameters which may or may not be mapped to the potential, making mass conversions conceptually virtually impossible. Example: new/exisitng account names, amounts, new / ex...

23-08-2014 02:42:14 - Komentarz(e)

Can a CRM help me to target the right leads for my business?

Imagine an up-to-date, centralised database of all your leads, prospects and customers, accessable by all sales and marketing personnel. This database can not only store vital customer contact information, but also allows you to develop a deeper understanding of your client base by building mo...

23-08-2014 02:42:14 - Komentarz(e)

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