1. Understanding Your Workflow Identify Key Processes The first thing I always recommend to anyone looking to automate their Zoho CRM is to take a step back and look at their existing workflow. It’s crucial to identify which processes you want to streamline and enhance. For instance, are you spending too much time managing leads […]
Understanding Your Sales Process Mapping Out the Customer Journey When I first started working with CRMs, one of the major game-changers was really understanding the sales process. You need to map out the entire customer journey from the first point of contact to closing the deal. Take the time to scribble down each step, because
Understanding the Basics of Google Ads Calling What Are Google Ads Calls? Alright, first things first—let’s dive into what Google Ads calls actually are. When businesses run ad campaigns on Google, they can create ad types that encourage calls directly to their phone lines. You might notice these as call-only ads or ads with call