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Building Expert Business Solutions with Zoho CRM
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In this section, you will learn about some of the actions you and your team need to practice daily and develop into habits. Doing so will ensure that the users remain completely engaged with the system and you continue to enjoy an increasing return on your investment. We will look into these habits in the following subsections.
The notes users add correlate directly with the sales they make. Developing the habit of adding a short note to summarize a conversation and agreed next steps will work wonders when it comes to both attracting, delighting, and retaining customers. Notes do not need to be an essay, but simply a succinct summary of the communication, outcome, and next steps. Notes are automatically user, date, and time stamped and it only takes seconds to add one, so there can be no excuses.
The amount of tasks completed also has a direct bearing on the success of customer...
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