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I am currently using Zoho CRM. I am looking for someone who knows this software pretty well.
I have finally uploaded all of our customer data into zoho.
I need to have someone show me how to use the CRM a little more to drive our sales
1. what reports to be using and looking at
2. what should be a a typically follow up procedure. call a customer, than email and follow up when a week a month a year a day 3 days...need some help working on that.
3. i have two sales people one for our service side and one for our commercial side. need you to take a look and see if you notice we should be doing stuff a different way etc.
4. i have another sales person which works with the service sales person as well and come up with a good way they can work together to get the data to each other because the 2nd sales person does not know how to use a computer.
I am trying to build my sales and not loose sales...need some help