Information like the number of pending activities for a lead, upcoming activity dates, and account-level details, including total revenue generated, deals in the pipeline, lost deals, and other pertinent information. Roll-up summaries provide essential data at a glance. This facilitates prioritisation of engagements and process optimisation. When dealing with prospects, or managing key accounts, it’s advantageous for sales reps and account managers to have quick access to key record summaries. These enable you to expand the attached list of emails and review the complete correspondence history within a single email. Zoho CRM now supports threaded email views. ![]() You no longer have to view each customer conversation as a separate email. To that end, Zoho have implemented a significant quality-of-life enhancement. Given that emails remain the predominant means of business communication, it’s crucial to prioritise the email user experience. Global Pick List values make capturing data across modules easier.Customise the template for portal invites.Here is our CRM update March 2023 overview to help your sales team function more effectively To this end, Zoho CRM offers several features that enable sales teams to perform their daily activities efficiently and with a personal touch. Ultimately, the purpose of a CRM is to enhance your team’s daily tasks and improve the quality of their work. To learn more read our in-depth article I mportant update to Zoho CRM’s email deliverability. There will be multiple in-product reminders and alerts to inform all administrators to ensure all domains are authenticated. We would like to emphasise that unless all domains are authenticated, this will affect many existing emails, workflows, and business communication that our customers have already set up. To achieve this, Zoho are working on ensuring that all emails sent from Zoho CRM are sent only from email addresses connected to authenticated domains. ![]() We see this as a crucial update to Zoho’s email features, as it results in higher deliverability and higher conversion rates for your business communications and sales pipelines. Additionally they will ensure their email-sending IPs and domains have the best sender reputation. These will improve the delivery rate of their users’ emails without any bounces. However, Zoho are planning to enhance their email systems and make some in-product changes. The current email system supports users in sending nearly 100 million emails per month via Zoho CRM, including mass emails, workflows, 1-to-1 sales communication, meetings, and more. Important update to Zoho CRM’s email deliverabilityįirst and foremost, Zoho recently informed us about the important update they are making to Zoho CRM’s email deliverability.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |