Ricardo Michel Reyes’ Post

What are the best tools for managing cold email follow-ups? > Use a master inbox (Smartlead is the best) > Use a CRM (GoHighLevel) > Use automations to track on a dashboard (Zapier or Make) > Update the spreadsheets

Boost Your Nonprofit’s Potential: 5 CRM Tips for Success

Who’s using Zoho? What are your top 5 tips or hacks for this as a CRM, a sales professional absolutely must know? Let me know below 👇

Perfect addition to your CRM in Notion - a LinkedIn Scraper that automatically enriches fields and writes an executive summary for you 😇

When choosing a CRM make sure you don't just go with a suggested solution.

Yesterday we helped one of our client companies with a tool/process to increase sales - a prospect questionnaire... Created with Zoho Forms. Integrated with Zoho CRM. Then created an email template with a link to the form. Submitting the form updates the CRM + notifies. Simple.

Last week Bret helped you can log in and add a new lead to Zoho CRM through Outlook plugin, this week we look at adding an opportunity and associating the email in the Zoho CRM for email plugin: https://zurl.co/W0Vj Unlock the power of streamlined sales processes with our tutorial on adding opportunities and associating emails in Zoho CRM. Discover how to easily manage sales opportunities and link relevant emails, enhancing productivity and driving sales growth. Watch, like, share with your CRM admin team, and subscribe to our YouTube channel for more invaluable tips and tutorials to enhance your CRM journey! #ZohoCRM | #ZohoSolutions | #CRMManagement | #EmailMangement | #ProductivityHacks | #OutlookProductivity | #FridayFundamentals | #VideoTuts | #ZohoTips | #ZohoExperts

✨ Unlock the full potential of your business with Zoho One and HubSpot – comprehensive suites that cover CRM, marketing, sales, and more! Let EVA help you navigate these powerful platforms. contacteva.com #CRM #MarketingAutomation #BusinessGrowth #virtualassistant #everythingvirtualassistant

Yesterday we helped one of our client companies with a tool/process to increase sales - a prospect questionnaire... Created with Zoho Forms. Integrated with Zoho CRM. Then created an email template with a link to the form. Submitting the form updates the CRM + notifies. Simple.

Using HubSpot as my CRM, it is there to remind, when I miss an appointment, call, message or task. Almost like a good PA. Very useful and super efficient. Sales and BDM find their use with HubSpot, I can plan for 15 days, instead of daily tasks.