What to do with my leads.

Anyone who is in sales/marketing has faced this problem at some point in their career. 'I have gotten the contact details of some people/organizations who may be interested in what I have to offer them, and now what do I do with it?' The obvious answer to that question is, you have to get in touch with that person/organization and pitch the product. If things go right you will probably be able to get an appointment with the contact and be able to get some face time to not only sell your product/service but also to start building a relationship with that contact for the long term.

This is all very nice and simple. But what happens when you have to do the same in large quantities. It is highly possible that you will not remember all names, numbers and important points from previous conversations with the contact. So immediately the idea pops into your head; what you need is a database to store all your leads' information. But a database alone isn't good enough. You know you need some sort of a system that allows you to keep track of your leads and follow-ups so that you are instantly aware of what your next sales/marketing step is supposed to be. Something that reminds you where you left off and so you know what to do next.

Ideally, this is to be handled by a CRM application; a customer relationship management tool where the you are able to store all your sales/marketing related contact information as well as schedule and manage relationship with your contacts.

Zoomba Cloud CRM allows you to carry out a complete sales/marketing relationship with your contact from the earliest point when the contact is identified as a lead to the point where the contact becomes your customer. Zoomba Cloud CRM also gives you the ability to continually keep in touch with your customers by way of mass e-mailing/SMS-ing similar customers or even one-to-one communications. The systematic work flow of operations guides you through the conversion stages of a lead into a long term, paying customer. So if you have ever asked yourself the question 'how do I convert this contact info into a paying, long term customer of mine?', enter the contact info into the Zoomba CRM app and use the CRM tool to allow yourself to maintain and manage the various stages of your leads, potentials, accounts and customers. 

1) Creating a lead

to create a new lead, enter the required info in the 'new lead' form and click on save.



2) Converting lead to a prospect

to convert the lead into a prospect, click on the 'convert lead' option. Then fill in the relevant information in the 'Convert Lead' form to successfully convert a lead into a potential.

great, now you know how to convert a lead into a prospecting client. Next I'll show you how to create an account for a prospecting client and also create quotations, sales orders etc...

The CRM App - Setting up email templates

E-mails are a highly cost effective way of communicating with your market and stakeholders. while doing business you will come across the need to send mass emails to your marketing audience. one of the most convenient ways of doing so is to have a collection of e-mail templates that can be sent when needed.

Now let's discuss how to set up e-mail templates for mass communicating.

1. Log in to yor ZoomBAcloud
2. From the apps menu, select your CRM app
3. Select 'Settings' from the horizontal menu bar
   
   
   
   
   
   
   
   
   
   
   

4. Now, select the 'E-mail Templates' module from the list of modules displayed.

5. Now you should be able to create a new e-mail template from scratch or you could even customize an existing e-mail template to suit your organization's requirements.
   
   
   
   
   
   
   
   
   

6. Click on 'New Template' to create a completely new e-mail template for your organization.
   
   
7. Or, you could also select an existing template from the list of templates and edit it to suit your requirements. Whatever you do, do not forget to save it.
   
   
8. Congratulations, you have just created an email template for your company.

The CRM App - Setting up your Company Details

The Customer Relationship Management (CRM) app is a convenient tool to manage customers, leads and potentials. So for the convenience of our dearly beloved users, i'm going to give a few tips on how to get started. First of all, it's important to remember that your CRM app does not come pre-loaded with your contacts, schedules, company information and other relevant information. So what im going to explain here in this blog post is, assist you in setting up your CRM app for operations.

Setting up your company details

to set up your company info, you need to follow the below steps:

1. Log in to yor ZoomBAcloud
2. From the apps menu, select your CRM app
3. Select 'Settings' from the horizontal menu bar
   
   
   
   
   
   
   
   
   
   
   
   
   
4. Now select 'company details' from the list of modules available. (don't worry about the rest of the modules, we will discuss them later :)
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   

5. Now, you should be able to enter your organization specific details by clicking on the 'edit' button on the right of the following image
   
   
   
   
   
   
   
   
   

6. Once you enter in your company's details, don't forget to save it.
7. Congratulations you've just entered your company details into your CRM app. Now you should be able to use those details for when you are communicating with your market.

Introducing CRM for ZoomBA

We are excited to announce that we are introducing a Customer Relationship Management module to the collection of ZoomBA Business Apps for Small and Medium Enterprises. The CRM app is sourced from Vtiger and is integrated into the ZoomBA cloud shell for better user experience. The app is focused on serving the needs of the business person whose schedule is crammed up with appointments, to-do tasks, marketing campaigns and also making sure none of his customers are neglected.

The app supports the user in creating customizable marketing campaigns for its various marketing activities as well as maintaining marketing related accounts and contacts.

Another important aspect of the CRM app is the sales module. This module supports the user in maintaining and documenting his sales activities such as creating sales quotes, sales orders, invoices, price books and other such sales related activities. Along with the above features, the app provides an inventory management tool as well. This enables the user to monitor his stock levels while on the move and so is able to make important sales and stock related decisions so as to close a sale as quickly as possible.

Stay tuned for tutorials and how-to-use guides on the CRM app.