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  2. www.zoho.com › crm › sales-process-a-guideWhat is a sales process? | Zoho CRM

    Building a well-defined and scalable sales process is key to ensuring the long-term success of your business. Explore the anatomy of a sales process, learn how you can design your own, and leverage a CRM to maximize its effectiveness.

  3. www.zoho.com › crm › crm-express7 stages of a sales cycle and how to optimize it | Zoho CRM

    Jul 4, 2024 · Use this outline to create a solid sales process that can help you improve conversions and your business's bottom line. 1. Build your ideal customer profile. Before you start interacting with them, it's vital for every sales rep to understand the prospects your business is targeting.

  4. www.zoho.com › crm › resourcesBuild your sales process | Getting Started - Zoho CRM

    To ensure an effective sales process, you need to analyze what your sales team is doing to turn prospects into customers. In this video, we will brief you on how a sales cycle works, the various stages in a sales cycle, and how you can implement them in Zoho CRM.

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  6. help.zoho.com › portal › enProcess Management Overview | Online Help - Zoho CRM

    Create a blueprint of your business process to help your representatives identify the right actions to take. The sales reps will be able to move the record to the next step in the process once they have satisfied the conditions set for that step. Learn more.

  7. help.zoho.com › sales-process-lead-generationSales process: Lead generation | Use Cases - Zoho CRM

    A sales process can be broadly classified into three stages: Prospecting or lead generation. Lead nurturing and qualifying. Deal closure. In the following use case, we will discuss various options used by a fictitious company for mapping out their sales process in Zoho CRM.

  8. help.zoho.com › portal › enCreate system-defined, guided sales process for step-by-step ...

    They have a typical sales process, where the rep contacts the interested prospect, procures details, arranges a site visit, negotiates the price, and finalizes the deal. Sometimes the reps have to go through several rounds of follow-up before the buyer decides to buy or rent the property.

  9. fitsmallbusiness.com › how-to-use-zohoHow to Use Zoho CRM in 7 Easy Steps - Fit Small Business

    Jul 10, 2023 · Zoho CRM is popular customer relationship management (CRM) software used for managing sales, marketing campaigns, and customer support in a collaborative environment. To get the most out of Zoho, set up and customize the system to your organization’s preferences, then incorporate the data and workflows you’ll need.