Zoho CRM - Sales & Marketing
Zoho CRM is a powerful tool that helps over 250,000 businesses across 180 countries engage with customers, convert leads, and grow revenue by closing more deals. With Zoho CRM’s mobile app, you can manage your sales on the go—whether you’re a sales rep, manager, or business owner. It’s designed to boost productivity and streamline your sales process wherever you are. Key Features: Stay on Top of Your Schedule: Get an overview of your tasks, meetings, and calls. Set reminders to ensure you never miss a beat. Powerful Global Search: Quickly find what you need with the global search functionality, helping you locate records, notes, and tasks in seconds. Prepare for Meetings: Review notes and attachments before your meetings so you’re always prepared when meeting with clients. Locate Opportunities Nearby: Use the near-me feature to locate customers and sales opportunities around you, and easily navigate to their locations. Client Check-ins: Record your client visits with the check-in feature to track client interactions and visits. Caller ID Functionality: Know when a lead/contact calls you with Caller ID, making it easier to manage communication. Log Calls Easily: Capture call details with voice notes and log them instantly for future reference. Sales and Marketing Insights: Visualize sales and marketing trends while on the move, so you can make informed decisions right away. Collaborate in Real-Time: Work with your team seamlessly by @mentioning colleagues in posts and discussions using Feeds. Automatic Data Syncing: No need to worry about connectivity—Zoho CRM syncs your data automatically across all devices, even when you’re offline.
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How to Play: Step 1: Open the Zoho CRM app and get an overview of your scheduled tasks and meetings for the day. Step 2: Use global search to quickly find the info you need—whether it's a lead, contact, or meeting note. Step 3: Review notes and attachments before heading out for important meetings. Step 4: Use the near-me feature to find sales opportunities nearby and navigate to them. Step 5: Check in at client locations and log calls with ease using voice notes. Step 6: Stay updated on sales trends and collaborate with your team via Feeds. Zoho CRM for mobile is perfect for field sales teams, helping you stay organized, connected, and productive no matter where you are!
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