Month: April 2020

In competitive business environments, organizations look beyond sales teams, sales processes, and sales training, to drive revenue growth. This quest has revealed that there’s no silver bullet that can boost revenue.

Revenue growth is a continuous, step-by-step process. And one of the simplest models to explain this is the revenue growth cycle. It breaks down the revenue growth process into 5 stages.

In this blog, we’ll discuss how sales analytics drives revenue growth in organizations, using this model as a framework. 

To understand how sales analytics drives revenue growth, let’s pick the most important question from each of these 5 stages. These aren’t high-sounding strategic questions, just some of the most common questions in sales which often remain unanswered.

 As a prerequisite to answering these questions, it’s essential to integrate your Zoho Analytics account with a CRM service—in this case, it’s Zoho CRM.

 #Stage 1: Realistic revenue targets

How do I commit my sales numbers to my boss? 

The tug of war between sales managers and their teams, for setting revenue targets, usually ends with the teams losing their grip on the rope. This means they end up setting unrealistic revenue targets, losing precious sales time, and hurting the morale in the process.  

What if the sales numbers could be forecasted for the sales teams, in order to set realistic revenue targets? For this, we make use of the advanced forecasting feature built into Zoho Analytics.

 Here, the sales numbers have been forecasted on the sales trend report. The solid line represents the historic sales trend, the dotted line indicates the forecasted sales trend, and the sales estimates are plotted against the respective months.

 Along with the market knowledge and experience of sales managers, these sales estimates can act as guidelines or baseline values in setting realistic revenue targets.

 A CRM can detail out the historic sales figures, but to sneak a peek into the future of sales, an advanced BI application is necessary.

#Stage 2: Performance monitoring 

How is my sales team performing? 

 Sales managers hear things like “markets are down… pricing is an issue… a tough competition… the customer isn’t responding… I tried my best,” and a lot more. But these explanations paint a hazy picture of the on-the-ground reality for sales associates.  

What if fine-grained team performance reports could be built to let sales managers monitor the progress in achieving the revenue targets we set in stage 1? For this, we use the precise and versatile reporting features built into Zoho Analytics.

Using a pivot table, the performance of the sales team is analyzed across a set of deliverables. The data can then be sliced and diced to analyze the team’s performance from various angles. This empowers sales managers to add and track more KPIs specific to their business on the same report.

 A CRM service throws light on the team’s performance at a high level. But versatile BI applications like Zoho Analytics are needed to empower sales managers to monitor the performance across multiple deliverables and KPIs specific to their business.

 #Stage 3: Internal review

With all this data, how do I efficiently handle sales reviews? 

 You’re going to encounter ad hoc questions during internal reviews. And when you do, it becomes indispensable to understand the data, data relationships, data models, and data structure to handle these questions—questions which aren’t a key priority for sales managers.

 What if sales managers could ask these questions to an intelligent assistant, in natural language, to get answers on the go? For this, we’ll need Zia’s—Zoho’s powerful AI-driven intelligent assistant—help.

 Zia has in-depth knowledge of the sales processes, patterns, changes, and more, so they can understand and process these questions. Zia also assesses the context of the questions before presenting the most relevant insights. This empowers sales managers to handle a variety of questions raised during internal reviews, turning them into efficient engines of revenue growth.

 Though a CRM service offers basic reporting, powerful BI applications are highly equipped to handle the ad hoc reporting needs of sales managers. These ML-powered AI assistants help sales managers save precious time.

 #Stage 4: Support activities

Did our marketing activities really support me in achieving our sales numbers?

The quest to resolve the battle between sales and marketing teams is over. How? Through data blending! By creating a vantage point for data, teams can affirm the business impact of their marketing activities. It also empowers organizations by building transparency and accountability among teams. 

 Sales managers can extract powerful insights with data blended from things like ad platforms, CRM services, and finance applications. By assessing the sales impact of marketing activities, organizations can align their efforts to drive revenue growth.

 For example, the Leads to Invoice Funnel report dives deep into understanding the leads generated from different ad platforms, the quality of qualifying these leads by the marketing team, the effectiveness of converting these leads into sales, and billing and collection statuses. The same report can be further customized based on your business requirements.

 A CRM service essentially focuses on sales data, which gives sales managers a limited view of reality. With teams intensively collaborating with each other, end-to-end insights become crucial for organizations to drive revenue growth, and data blending in BI platforms does it well.

 #Stage 5: Course correction

Where should I focus to revive my sales numbers?

With several regions and territories, targets set across product categories, large sales teams and multiple sales promotion campaigns in a sales manager’s portfolio of “things to manage,” how can they figure out where to focus? One effective way is to look into the finer details to identify the root causes for course correction. For this, we make use of the powerful drill-down feature built into Zoho Analytics.

 In a few simple steps, one can find out that a sizeable number of junk leads are being pumped into Rozario Diego’s cold calling list, and many leads are being lost.

Step 1: Click on United States and drill it down by Lead Source.

Step 2: Click on Cold Call and drill it down by Lead Owner.

Step 3: Click on Rozario Diego and drill it down by Lead Status.

This could be the starting point to revisiting the process adopted by the marketing team in qualifying these leads, and also to understand from Rozario Diego the bottlenecks in winning these leads.

Though a CRM service might support sales managers with similar reports, there exists the need to understand or establish the correlations and relationships among these reports. A robust BI application makes this process interactive and immersive, enabling sales managers to get to the root cause for laying down the course correction.

 #Summary

It’s evident that sales analytics is a key catalyst in driving revenue growth in any organization. Though CRM apps support sales managers with the necessary sales data, a powerful and robust BI application like Zoho Analytics empowers sales managers with precise sales forecasting, fine-grained performance reports, an intelligent assistant to extract insights, data blending to assess the business impact of other activities, and the ability to drill down into details to unearth the root cause for course correction.

As one of the forerunners in offering integrations, Zoho Analytics currently integrates with more than 100 popular business applications.

Learn more about our integrations.

Sign up free for a Zoho Analytics account.

Watch our webinar on “How Sales Analytics Drives Revenue Growth.”

“I get more subscribers when I use single opt-in.”

“My emails already have an unsubscribe link, so why do I still need to confirm when someone signs up”?

These are common replies from some email marketers when asked why they forego double opt-in. It’s almost as though they’re happy with what single opt-in offers and don’t want to see what else is out there.

So is double opt-in a risk? Not really! It’s actually a great, long-term way of building a healthy mailing list. Given the current global scenario, it only makes sense to discuss a solution for building long-lasting relationships with your audience. 

Reality check: What is double opt-in?

At its most basic level, it’s going one extra step to ensure that your audience really knows what they’re signing up for. Once someone hits the submit/agree button of the signup form, a verification email with the confirmation link is sent to their inbox. Only after clicking the link do they become eligible to receive your marketing emails.

The so-called “downsides” 

Some feel that double opt-in means:

1. Frustration for the user, because people want the process to involve as few steps as possible
2. Fewer sign-ups, as someone who fails to click on the emailed link is a lost contact

However, in reality, these cases are rare.

The benefits of double opt-in

1. Increases email deliverability 

With double opt-in, the chances of invalid email addresses being added to your lists are zero.

Assuming a user makes a typo (guilty as charged!) while entering their email address in your signup form and clicks submit. They’re not going to receive emails from you at all unless they immediately realize their mistake.

In summary: A lead vanishing in a puff of smoke.

Now the (error-strewn) email address remains in your system until it is removed. If it’s not removed, it can hurt your chances of reaching the inboxes of your legitimate audience down the road. How? Emails sent to bad addresses return as a bounce. If these bounces happen too often, the reputation of your email-sending domain takes a hit. As a consequence, Email Service Providers (ESPs) like Gmail, Yahoo, Zoho Mail think you’re a spammer and send your emails to the spam folder.

How does double opt-in solve this problem? Simple! Unless and until someone clicks the confirmation click, their information doesn’t make it to your mailing list.

Note: As an aside, your subscribers clicking the confirmation link sends a positive signal to the ESPs, thus increasing your chances of inbox placement in the future. (This is because they’re showing great interest in your ties by opening and engaging with the confirmation email.)

2. Helps to avoid spam traps

First off, what’s a spam trap? It’s nothing but a trap set by the ESPs to identify spammers. Now let’s see how double opt-in comes into play in two scenarios.

Pure spam trap:

The ESPs deliberately create certain duplicate email accounts and circulate them across web pages. More often than not, spammer-programmed web crawlers (spambots in this context) copy those addresses. Why? They want to create bulk email lists so they can either send spam or sell them in the market.

In some cases, the ESPs blacklist the domains used to send such emails . Therefore, the story ends there.

But if that doesn’t happen, it puts the marketer in the firing line. This is because no one can opt-in using those addresses, so sending emails to them tells ESPs that the sender must either be a spammer or using a purchased list.

Double opt-in doesn’t really enter the picture here. You simply avert the whole problem by saying no to purchasing lists.

Recycled spam trap:

One of the good signs of an email marketer is identifying inactive contacts, segmenting them, and planning a re-engagement strategy. This not only helps you boost your conversion rates, but also helps you avoid hitting the spam traps that exist in the form of inactive IDs.

Inactivity could also mean contacts are no longer using their IDs. Such email accounts can be converted into spam traps based on the inactivity period different ESPs define.

Even though staying away from manual uploading of lists solves this problem, you might feel there are times when you’re forced to resort to this method.

A common example is conducting a trade show and collecting new leads. So how do you prevent collecting dead addresses or addresses that are on the verge of being considered inactive during your next trade show? A QR code is the answer.

Most of today’s sign-up forms can be accessed via QR codes.

If someone scans the QR code of a (double opt-in) signup form, they have to click the confirmation link to become your contact. This means you collect only active email addresses.

3. Keeps you compliant with the law

With email marketing laws like GDPR, CAN-SPAM, and more thoroughly emphasizing the need to obtain consent from your subscribers, double opt-in qualifies as the best possible solution. Needless to say, it also offers protection against spammers who exploit privacy loopholes.

I hope this has helped you better understand double opt-in. Stay tuned to this space as we work on debunking the next biggest myth in email marketing.

A continuous performance review system is a great way to improve employee engagement and productivity. It makes your employees aware of their contributions toward the success of your organization. Annual performance reviews are no longer effective as employees complete a huge amount of work in a year. Managers may miss out some key achievements of their employees, and this can be demotivating.

Here are some reasons why continuous review is beneficial. Continuous review:

• Helps employees to understand their performance, motivating them to work better for your organization

• Maintains your business goals and enables employees to work toward what is essential

• Identifies skill gaps and provides meaningful training and development opportunities to your employees

• Prevents implicit bias by allowing managers to talk with their employees regularly

• Enhances employee engagement by making the review process a positive experience

• Improves your organization’s bottom line by building a productive and happy workforce

In order to provide a seamless employee experience to their employees, many organizations are shifting towards continuous review. It takes the performance stress off your employees’ shoulders and builds a positive work culture in your organization. Keeping in mind these benefits, we at Zoho People have introduced Continuous Review as part of our HRMS to help you improve the performance management process of your organization.

Read more about the benefits of continuous review and the convenient features of our new continuous review option in the HR Knowledge Hive.

Millions of teachers around the world are answering the biggest question of their lives — how to continue teaching amidst the COVID lockdown.

India is home to one of the largest school system in the world with 28% of Indian students falling in the age group of <14 years. That’s a staggering 364 million children in school. Even with a lofty pupil-to-teacher ratio of 32:1 India is host to roughly 11 million teachers.

Today, all these teachers have to continue teaching but there is one big problem. Schools are shut. They do not have a blackboard at home. They can neither go out and buy a board nor order one online right now. Not all teachers are keen to learn at new technologies in a short span and they may not have high-end laptops at home. But they do have smartphones and chalk pieces! Is that enough? We tried to figure with Zoho Classes — a new mobile app to help schools & colleges continue the academic session, by teaching students online.

The following story is a personal experience of working closely with a school and its teachers; and how it changed me and my team.

DAY 1 — TRYING OUT ZOHO CLASSES APP

Teachers of Vidya Mandir Estancia—a CBSE school in Chennai–were introduced to Zoho Classes, a mobile app that helps them send assignments to their students. In a 2-day training course organized by Zoho, they had sent 400+ updates ranging from kindergarten kids assignment to 12th Psychology tests. It got the teachers excited, as it helped them attach contextual images and videos to their tests and assignments—something the regular class room experience did not offer.  Submitted assignments are automatically converted into a PDF that the teachers can download, view, and evaluate.

DAY 2 — LIVE STREAMING: ACADEMIC YEAR 2021 KICK START

On April 2, the principal had officially kick started the academic year 2021 via a live streaming session. Maheshwari Natarajan is a towering personality who has been running the school as the principal for several years. Retiring this May, after 30 years of teaching, she might not get the chance to address her beloved children in person again. For her, Zoho Classes live streaming was a godsend. Steering the school amidst such a monumental moment and enabling the entire staff for online teaching within days, would be the most perfect way to sign off her career in her own style. For cricket fans in India, it’s like hitting a triple century in your last match.

DAY 3 — CREATING VIDEO COURSES

The next day the principal designate (current Vice Principal) Sankari Mam, took the mantle and encouraged the teachers to prepare video courses. She took the lead with a 30-min physics teaching and uploaded the it as a course. The teachers started creating video courses and in just one day they produced more than 50+ video courses using whatever they could manage at home. Some created makeshift black boards with chart papers, some used paper and pen, some got help from their kids. They put their hearts out and tried every single thing they could do. Most importantly it was a Sunday and the courses were getting uploaded way beyond mid-night. The last one came in at around 2.30 am on Monday morning.

Day 27 — BEFORE CLOSING FOR HOLIDAYS

Today, Vidya Mandir Estancia has successfully on boarded 30 classes, 81 teachers, 850+ students and teachers have sent more than 1600 updates to students, distributed 150+ courses and received more than 700 assignments – digitally. The response from parents and PTA association have been very positive as kids enjoyed seeing their favourite teachers on mobile app. The efforts of these teachers are commendable. The 12th standard psychology teacher was far away in Shillong, but her courses reached the students on time. One of the teachers uploaded a video that had animations on par with any online course, courtesy her son. Complex subjects such as accountancy were handled with whiteboards and markers. Hi-definition, professionally shot course video from Kavitha mam of 8th standard took the quality to next level, courtesy iPhone 11.  But the best of all tools came from Baskar Sir – a wooden wardrobe! When Baskar Sir was asked to create a video he called up the Vice Principal and explained the situation at home. The only writable tool at home was a large, brown wardrobe. Once he got the go ahead, he never looked back. He created the course on Halo Alkanes and uploaded it on the app. Kudos, Bhaskar Sir.

THESE TEACHERS  ARE MY INSPIRATION TO WALK THE COVID DARKNESS 

COVID brought in a lot of uncertainties, fear and mental trauma. We all need a ray of light to lead us through this darkness. I think I found my light from these teachers. These bi-focal lens wearing, retirement aged teachers are my heros. Irrespective of whatever be your profession, this story should inspire you to stop looking at the negatives and just do you duty sincerely. It changed me and the entire Zoho Classes team. We clapped for health workers. Likewise, I  think we should also thank our selfless teachers at this moment. Sharing a video we made to mark our respect to all teachers. 🙏🏼. Please feel free to share the video in your social media groups.

https://<div class=”evideosnip”><span class=”youtube”><iframe title=”YouTube video player” class=”youtube-player” type=”text/html” width=”640″ height=”360″ src=”//www.youtube.com/embed/8G8AvIVb0A0?wmode=transparent&fs=1&hl=en&modestbranding=1&iv_load_policy=3&showsearch=0&rel=0&theme=dark” frameborder=”0″ allowfullscreen></iframe></span></div>

Sales is a tough job. Sales reps face a myriad of challenges every day talking to prospects and trying to close deals. You have to deal with delays, disappointments, and all the other ups and downs that come with the job. These challenges have been compounded further with the widespread quarantine measures going on around the world currently.

Work together remotely and close deals more effectively with Zoho CRM and all the collaborative tools it can bring to your sales team.

The myth of the lone wolf

We’ve all heard the phrase “lone wolf” at some point in our lives. It’s a term used to describe a solitary, highly driven, and self-sufficient person who doesn’t interact much with anyone unless absolutely needed.

There are sales reps, sales managers, and even business owners who operate with this mentality; a mentality fostered and strengthened by a longstanding sales culture and an individual-oriented compensation system. A system where the best performer takes home the biggest commission check.

This has led salespeople to keep information to themselves, exclude others from conversations, detach themselves from useful networks, and more in the interest of getting ahead.

The lone wolf mentality is not conducive to today’s environment. Even with all the modern tools and customer data at their disposal, only 53% of sales reps reach their goals. A CSO survey further expands on this, prescribing a solution to this issue in “effectively collecting and sharing best practices across your sales and service departments.”

Embrace the pack mentality. Do better together.

Gone are the days of one-on-one and face-to-face selling. Modern selling is complex and team oriented with often numerous variables, stakeholders, and deliverables involved.

When you collaborate with different members of your team, you can get insights from different perspectives. This helps you identify problems or holes in your strategy that you otherwise wouldn’t have noticed on your own.

Collaboration between sales reps helps share feedback and healthy criticism that allows everyone to learn and grow. A communicative environment also allows your sales reps to share their best practices, notes, and ideas with their teams, leading to a more productive and efficient sales force. Go above and beyond meeting targets so you can focus on building strong relationships with your customers.

Don’t let distance be a factor in closing deals effectively

As the world embraces the idea of remote work, sales reps will be spending more and more of their time in their CRM as they interact with prospects and work on closing deals.

A CRM with collaborative features can be a great asset that allows sales reps to work together more effectively in this new WFH-centric business environment. A collaborative CRM can allow sales reps to share key information effectively, access important sales collateral when needed, keep everyone updated on the status of changes in a big deal, and more.

A central document repository for all your sales collateral

On every sales team, there’s typically some documents that are requested by your prospects more frequently than the others. They might be stored locally, or on some cloud storage service. However, as the number of these documents continues to grow, it becomes increasingly harder to keep track of each.

Zoho CRM offers a centralized storage space for all your sales collateral. Your sales team can contribute to and maintain these documents, allowing anyone easy access as and when they need it.

A feed for your ideas

It’s a good idea to be open with your team about the different deals you’re handling and challenges you’re facing. Your peers can offer you valuable tips and insights to help you overcome these challenges and close that one difficult deal.

The Feeds feature in Zoho CRM allows different users to come together and interact. Discuss deals, collaborate on ideas, and broadcast announcements. Have a great sales pitch that you think would be helpful? Share it with the team. You can request or share important sales collateral or update your team on a big deal in a single, centralized space.

Leverage chat for real-time collaborations

As mentioned before, the modern sales environment needs faster collaboration among teams and easy availability of important data. Zoho CRM can integrate with renowned collaboration tools like Zoho Cliq, Slack, and Microsoft Teams to help sales teams work together easily and improve productivity.

Create groups so your sales teams can interact with one another or members of different teams in real time. Share important analytics data from CRM directly with another user or group in chat to keep them updated on the status of new business, or just to celebrate your victories. You can even use workflows to send notifications for important events to users in chat or groups. Pull important information from CRM records using appropriate commands with ease.

Recommended reading: Using CRM telephony to make connections

Virtual customer visits for remote working sales teams

With the advent of video conferencing tools, it has become easier for sales teams to engage with prospects on the other side of the world. Virtual meetings are slowly becoming the norm among sales teams, but it’s become a necessity today more than ever. Interacting with your prospects through video calls has many advantages. The time you would have spent travelling can now be used on preparing a compelling presentation. 

Zoho CRM integrates with popular tools like Zoom, Teamviewer, GoToMeeting, Zoho Meeting, and more. It allows your sales teams to set up virtual conferences from inside CRM, invite attendees, conduct meetings, and associate relevant recordings with the event for future reference.

Sales teams can interact with prospects and customers through video conferencing for gathering requirements effectively, showcasing a product demo and more.

Collaborating with your fellow sales reps can help you refine your sales pitches, understand what works and doesn’t work with certain prospects, and help deal with the unique ups and downs of your common profession.  Try Zoho CRM, and leverage teamwork to close more deals.

We’d love to hear your thoughts and opinions in the comments on how to sell better when working remotely.

Note: This blog is the third in a series of articles focusing on how our CRM can help you perfect your sales strategy to suit these turbulent times. You can read all the previous articles that have been published as part of the remote sales series here.

Zoho Social understands how crucial the ongoing fight against the coronavirus pandemic is. In light of this, we have decided to offer six months of access to our suite of premium tools for free to NGOs, not-for-profit organizations, government institutions, and public sector bodies, as part of a new initiative called the ‘Go the distance with Zoho Social’.

With the world currently battling the COVID-19 crisis, social media has come into focus again. Local government institutions are using social media to create awareness, reach out to people for help, provide updates on the situation, and to prevent the spread of fake information.

On the other hand, several non-governmental and not-for-profit organizations are finding it hard to secure funding, help distribute resources locally or even create any outreach without making social media their primary channel. Public sector organizations are also using social media channels extensively to communicate with people, letting them ask questions, and providing support through the platform.

So, with all of this in mind, our team at Zoho Social has decided to boost these efforts by offering six months of free access to Zoho Social’s premium tools as part of our campaign geared to respond to COVID-19 pandemic. Our plan is specifically tailored to the needs of these agencies which are leveraging social media to further the fight against the current crisis. With this in mind, we have increased our monitoring capabilities within the platform and will be providing round-the-clock support to these users, besides frequently sending curated tips and strategies.

If you are using social media to facilitate the fight against the pandemic, then getting onboard Zoho Social is all that’s needed to avail this benefit. If you’re already a Zoho Social user, write to us with your registered email ID and we will move you to a special COVID-19 plan at no cost.

As a business that is built on customer satisfaction and goodwill, we realize that there is no better time for us to step up than in a time of global crisis. We hope our tiny effort helps in the bigger fight.

5 reasons why you should integrate RingCentral Video  and Zoho CRM

Business meetings are an essential part of every industry. Your client will be keen to know the details of the proposal, what’s in it for them, and how well can they trust you. While the impact of in-person meetings can never be matched with online meetings, online meetings certainly have their own perks, to list a few:

• Eliminate travel time and costs

• Weather is no longer a deciding factor

• Save the expense of reserving a venue, since you can accommodate any number of attendees from wherever you work

• Record sessions to fill in those who couldn’t join

• Post-meeting work made simpler, thanks to advanced online collaboration tools

Here’s your guide to hosting successful virtual meetings using RingCentral Video and Zoho CRM.

Planning and Preparation

The first step is to find the right date and time to ensure maximum participation. Send emails or get on-call confirmations before scheduling the meeting. While you are at it, find out as much as you can about your client’s needs and requirements. This will be easy, since Zoho CRM will fetch you a 360-degree view of your client details including all the conversations you have had with them in the past.

Scheduling and Sending Invites 

As basic as it seems, the tone of the meeting could be set right from the point of sending meeting invites. Other than the vital details such as date and time, you can make a great first impression by adding a general overview of what you’ll be discussing on the call. You might also want to include things that you are looking for from the client during the session, like questions or feedback, allowing them to come prepared as well. It’s normally good practice to keep the invitees list transparent so everyone knows what to expect.

Once your RingCentral Video is integrated with Zoho CRM, you can send invites with a detailed agenda to multiple participants in a single click. Instead of having to schedule a meeting in Zoho CRM, and then repeating the task in RingCentral Video’s interface, you can do both at once. Similarly, if a meeting is rescheduled, you won’t have to edit the meeting in both Zoho CRM and RingCentral Video’s interface. Say goodbye to tedious toggling between applications, and boost sales productivity.

Reminders  

Send reminders or alerts essentially a day before the meeting and then again 15 mins before the event to ensure each attendee is aware and well prepared, so last-minute chaos can be avoided. While the reminders will be sent to your client, include yourself as well, allowing you sufficient time to test your audio, video, and internet connectivity. You don’t want to break the flow and disrupt the chain of thoughts once you are in the meeting.

Integrating RingCentral Video with Zoho CRM helps you start meetings in one click, right from Zoho CRM. Smart reminders not only remind you of the meeting, but also let you launch meetings right away with a start option within a reminder.

During the Session  

Follow conference call etiquette, and use advanced options such as mute, screensharing, and chat messaging within RingCentral Video for a better meeting experience. Make sure to avoid excessive background noise and use the mute option when you aren’t talking. Use the screen-sharing options for better clarity and maintaining context. Enjoy built-in chat feature if you don’t want to interrupt by making notes and pointers that can be discussed later. Encourage active listening by keeping the meeting a two-way conversation. At the end of the meeting, review any questions or subjects that were important to the client. Thank the client for their time and let them know they are free to contact you with any follow-up questions or concerns they may have.

After the  Meeting  

Track post-meeting analytics by using attendance data and other important metrics to speed sales follow-ups. Send follow-ups including answers to questions you were unable to provide during the call. Add the next course of action and steps discussed in the meeting. This is to make sure everyone is on the same page moving forward. While you’re at it, also send a reminder of things you need from the client’s end.

With RingCentral Video’s integration with Zoho CRM, salespeople can also look up recordings of past meetings for reference or email the recordings to a non-attendee right from Zoho CRM. If a salesperson missed a meeting or wants to look up a past meeting for reference, they can find the recording of the meeting attached to the relevant record in Zoho CRM. Even if a customer misses a meeting, a salesperson can ensure that they stay updated by sending them an email from Zoho CRM with a link to the meeting recording.

To summarize, take a little extra time and be prepared to impress the client for a trusted long-lasting relationship. Win your client with the right tools and an optimized action plan.

Try RingCentral Video for Zoho CRM

Work smarter by adding new capabilities to Zoho CRM with business solutions from Zoho Marketplace.