Work smarter with these productivity tools in Zoho CRM 9 años ago


Picture this. You are holding a bowl filled with your favorite flavor of ice cream. You love its sweet taste on its own, but then you spot toppings— hot fudge sauce, chocolate chips, cookies, caramel, nuts and of course cherries. You’re welcome to use any of these toppings to make your ice cream even tastier. Which will you choose?

Just like ice cream sans toppings, we know that a CRM by itself is a powerful tool, but when you add smart features (toppings), you’ve got a CRM designed to make your life a little easier.

With this in mind, let’s look at a couple of intelligent features that will save you time and make your job simpler and more productive.

Take a shortcut using Macros.

There might be a set of mundane tasks in record level that you’d like to do at a click of a button. We knew that you’d want quick fixes and we got ahead of the game and introduced Macros.

So what can Macros do for you? It is a tool in which you can create rules and run them on your demand— Create a task, update a field, and send an email.

For instance, let’s say you close a deal and receive a payment. You need to have a set of things you do, every time and for every customer. No exception.

1) Send an email to your customer regarding the deal.

2) Convert the field “potential” to “contact”.

3) Assign a task to the logistics department to ship the product.

Since you already complete these activities regularly on all orders, using macros simplifies your work life.

Are you a power user of macros and wondering what’s new in this for me, we’ve got more for you. With the macros sharing feature, you can share the macro you created with your co-workers and subordinates. That way they’ll be able to complete the same activities that you were doing.

Macros Sharing

Bulk editing made easy in sheet.

Editing and making changes to bulk data is time consuming. And conventional methods like third party functions or reporting and importing are inefficient and error-prone.

The Sheet View option in Zoho CRM will help you generate and view records in Zoho Sheet. It is easy to make changes, save, and update records in your CRM account.

This functionality also makes it easy to add new records. (A maximum of 100 records will be available in a single sheet and you can add multiple sheets and update them).


Sheet View Excel

These features may seem small, but they are extremely useful and make your work day more productive from beginning to end. Give them a try and be on the lookout for our next post about sales tools.

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