Sales
The process of tracking prospective customers.
Lead Management
An ______ _________ can be used to send emails to multiple customers at once.
Email Template
_______ are used to capture customer feedback on issues.
Cases
Zoho CRM is primarily used for managing this aspect of a business.
What is customer relationships?
Who is the managing director of FWRD
Frances Blackie
Potential sales.
Deals
Categorizing customers based on common criteria.
Segmentation
All the information pertaining to each customer in the CRM.
Customer Data
Zoho CRM helps businesses track interactions with potential and existing customers through this type of system.
What is a customer relationship management (CRM) system?
Who is the financial director of FWRD
Jason Blackie
Tasks, meetings, and Calls.
Activities
A type of email marketing.
Mass Email
A form of KB in the CRM.
Solutions
Zoho CRM allows businesses to automate repetitive tasks using this feature.
What is workflow automation?
Full name of HR Manager
Kimberly Aguilar
Documents generated in CRM as part of the sales process.
Quotes and Invoices
Shows further information on the outcome of emails sent from CRM.
Email Insight
Can be referenced to see what prior deals customers have engaged in.
In Zoho CRM, leads are converted into these two types of records for further sales tracking.
What are contacts and deals?
Full name of project delivery manager
Rochel Copino
A sales strategy where a salesperson contacts potential customers who have had no prior interaction with them
What is cold calling?
The “4 Ps” of marketing stand for Product, Price, Place, and this.
What is Promotion?
This common phrase reminds businesses that their customers are the most important part of their success.
What is "The customer is always right"?
The Zoho CRM dashboard provides users with these visual tools to track sales performance.
What are reports and analytics?
FWRD CRM has been an official Zoho partner since?
2011