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Good CRM Requires a Standard Data Input Methodology



User Name: ZohoChannel
Name: Zoho Interviews
Contact Me: www.zoho.com
Home Page: www.zoho.com
A collection of interviews by CRM Experts, Zoho customers, and Media on the CRM trends. These interviews were sponsored by Zoho during the recently held CRM Evolution 2011 Conference, New York, USA. [More]
Viewed Times: 1519 Add Date: 06/10/2012  
Before the vacation rental management company Optimal Owner Care started using Zoho, they tried to grow their database by purchasing a bulk set of leads and dialing them through a piece of rudimentary client management software that wasn't sustainable nor expandable, said Matthew Velez and his colleague from Optimal Owner Care. Since switching to Zoho, business has changed dramatically. The company has grown from ten employees to sixty. To get a handle on what was happening with the sales team they had to normalize the data protocols and the 70,000 leads they've processed, explained Velez. If everyone is doing their own thing when entering data into the CRM, that's a real problem. You can't generate reports. It's very important that everyone follows the same protocols. Optimal Owner Care's most valuable reports are their sales reports. They can see how efficient sales people are being and use that information to optimize the workflow. They also utilize a dashboard so that each sales pe

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