Expected duration: 1 - 2 weeks Project goal To enhance the efficiency of using Zoho CRM linked with Zoho Books for managing and tracking sales quotes and deals.
Scope of work - Provide comprehensive training on Zoho CRM for managing quotes created with Zoho Books. - Set up and optimize a sales pipeline and funnel for tracking deals over £1000. - Create templates, automatic follow-ups, and reminders within Zoho CRM. - Prepare the system for easy use by new sales team members.
Additional information - We already have integration between Zoho Books and Zoho CRM with cross-synced data. - The training will facilitate better use of Zoho Books to generate quotes and offers.
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