ZOHO CRM Best Practices - Part 1

[@fafelo30]

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

[@smallbusinessautomation]

Thank you 😍

[@ormandhunter3546]

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!

[@smallbusinessautomation]

Thank you for the kind comment Ormand!

[@addamvelasco6009]

Thanks for the videos! Helps a lot

[@smallbusinessautomation]

Anytime.

[@jugbirsingh6999]

Thanks bro

[@smallbusinessautomation]

Thank you 🙏

[@hasanmahmood8114]

Excellent LIOR

[@smallbusinessautomation]

Thank you sir

[@JTamilio]

Great stuff.

[@smallbusinessautomation]

Thank you 🙏

[@zohoservices2003]

how to create that button

[@smallbusinessautomation]

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

[@vfont8567]

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

[@GaurangRangpadiya]

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]

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]

@@smallbusinessautomation send me link to webinar.

[@smallbusinessautomation]

@@GaurangRangpadiya attend.zoho.com/2zag

[@alexk7837]

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]

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

[@سيينمييم]

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

[@smallbusinessautomation]

Yes sir. Check your personal settings pls

[@soul_ontheloose5269]

You sound like spanish

[@smallbusinessautomation]

Almost. Israeli :)