Can Zoho CRM segment and export lists based on certain criteria?

Can Zoho CRM segment and export lists based on certain criteria?

23-08-2014 02:40:54 Wg Miron Matecki

Yes. Industry, rating, product interest, personal interests. You will of course need to have the right industries and the right ratings etc in the drop downs but this would be handled as part of any CRM customisation project.  For more details on very affordable Rapid Implementation Packages, go to this URL: http://www.crmasiasolutions.com/crm-solutions/zoho-sign-up.aspx

Exports from Zoho CRM can be to csv or excel, both of which are usable in most email marketing software.

Zoho also has a cool automatic reporting feature that sends an excel report to specified person(s) on a specific periodic timeframe (weekly monthly etc), filtered as you like (eg. "Report on all Warm, Banking leads / contacts"), thus saving you the bother of having to manually export them each month for your email blasts.

Miron Matecki

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