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5 Little Known Ways to use Zoho CRM
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Zoho CRM is one of the world’s most favorite software when it comes to customer relationship management. With a global network of more than 150,000 businesses.
Little Known Ways to use Zoho CRM
Zoho CRM helps your business to convert leads, interact with customers and increase their revenue. If you do not have enough resources and time to invest in your business, then Zoho CRM can help you in automating the most mundane tasks of your sales process.
Automate your leads
It is quite challenging to manually assign every new lead to a particular sales rep and can consume a lot of your precious time. Zoho CRM provides you a chance to automate your lead assignment process. The assignment rules in Zoho CRM can be used to segment the leads on the basis of a particular city or source. You can also opt for the round robin method is you wish to distribute your leads equally.
Create email templates
If you have to send welcome emails to several new leads, and the content is the same for every draft and all you are changing is the name of the recipient, then Zoho CRM can help you speed up the process. Create email templates using Zoho CRM. This will save a lot of your time. You can also create a workflow rule for your Leads module which will automatically send a welcome email every time a new lead comes in your CRM.
Follow ups
Following up with your customers is an essential part of the business. You can use the views an advanced filters in Zoho CRM to find out the deals for which no follow-up emails have been sent. You can also use a macro; if a large part of your routine goes into sending mails, creating tasks or updating fields, Zoho CRM prompts a suggestion to run a macro.
Approvals
Getting approval can be a time-taking process; first you will draft a request, send to the manager and then wait for the approval. With Zoho CRM, you can set one-time approval rules which will help you to get the approval process going and you can close more deals in less time.
Escalations
Case-escalation rules in Zoho CRM can help you in getting the attention of the right people inside the organization as well as in informing the customers about any potential delays. This will help you in escalating the matters at the right time so that no lead slips through the cracks.
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Seven Steps for Creating a Robust Financial Plan for Businesses in 2024
Any business’ success can be defined by the way they handle the accounting, the same goes for business in Dubai and as well as how they create the financial plan of the business. Hence it is important to follow the right plan when setting up the financial plan for your business in 2024; you can get the help of an accounting firm in Dubai like Alchemist who uses smart tools like Zoho or Odoo with us. The planning includes things like finding the right key points in the year to start a project or identifying the financial needs that can come up during the year.
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Accounting Supervision Services in Dubai UAE
Dubai has a growing economic landscape, where economic activities thrive, the need for robust financial oversight has never been more critical. One of the key elements contributing to this oversight is effective accounting. However, the complexity of financial transactions and the dynamic regulatory environment in the UAE make it imperative for businesses to go beyond traditional accounting practices. This is where Accounting Supervision Services play a pivotal role, ensuring that financial processes are not just managed but strategically supervised for optimal outcomes.
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Accounting & Book keeping for Saudi SME’s made easier
It was during the summer of 2017, one of our clients who have companies in Dammam and Dubai asked me whether we can manage his accounting data entry and reporting for Saudi also in addition to what we do for his company in Dubai.
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Audit requirement for Bahrain companies
Commercial companies are required to submit their audited annual reports for review and analysis in accordance with Bahrain’s commercial companies law, decree law no. 21 of 2001 and revised decree law 50 of 2014.
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VAT Summit held at Manama, Bahrain
*Date : 28 April 2019 * Venue: Crown Plaza Hotel, Manama, Bahrain
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Value Added Tax (VAT) – Are you ready?
Value Added Tax in UAE The much awaited Value Added Tax is just a couple of months away. Here is the 3 key elements to check readiness of your business to accept the change. Impact assessment: Every organization needs to have an impact assessment by considering the nature of business and type of industry. Even though