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Building Expert Business Solutions with Zoho CRM
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The most important and first aspect to consider in the Deals module is mapping your sales process. Once this has been defined, it will pave the way for the future growth of your business. The stages of the Deals module with supporting functionality (explained later in this chapter) will have a bigger impact on your business growth than any other field in the system. In Chapter 1, The Foundation Modules – The Building Blocks of Success, you saw an example sales process. You subsequently listed the stages of your sales process that, when followed, will provide the most effective way to process a potential deal until your prospect has agreed to purchase your products/services or otherwise.
If your business provides multiple services where the current sales process has different stages and terminology or you are struggling for inspiration, then you might be encouraged by the following use case.
One UK-based non-profit company with over...
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