We understand that the client intake process is crucial for law firms. It is the first point of contact, providing an opportunity to understand a client’s needs and take up potential matters. A well-managed intake process not only improves efficiency but also plays a pivotal role in lead qualification and data capturing. This is where...
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What comes to your mind when you think about customer engagement? Email campaigns for sure. Correct? And why wouldn’t you? It has been in the talk of the business world...
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You wouldn’t be wrong if you think of Zoho CRM as a well-oiled machine to help manage all your customer relationships – literally, from start to finish. Even when a...
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When you have a prospect, you get one step ahead in your mind. You think about how smoothly you will move the Deal forward to close win it for your...
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You have a customer who seems highly interested in your products and services. They have even been converted into Deals in your Zoho CRM. That’s great news! What will be...
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In a fundamental sense, Products can be goods or services that your organization offers your customers. You research a niche audience and architect a solution that serves their needs –...
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In simple terms, deals are transactions between an organization and its customers. Since every business is missioned towards one goal – to achieve their sales target and generate the maximum...
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Are you managing your business operations with cloud-based Zoho CRM? Then you must have come across the Contacts module. ‘Contact’ as a term, seems relatively straightforward. The CRM module lays...
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Your marketing efforts must have been on point. You have captured a handful of high-intent leads in your Zoho CRM. You have converted them into contacts and accounts as they...
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If you have stumbled on this blog, chances are you have captured a handful of leads in Zoho CRM but you need better clarity in streamlining the lead conversion process....
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