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Exclusive Find and Add

Many businesses and software applications have duplicate records, which can be challenging. We are passionate about never duplicating data, so we have developed an exclusive solution called 'Find and Add'. The Find and Add widget creates an Enquiry record and automatically finds existing Leads, Contacts and Accounts related to the Enquiry, only adding new records when no duplicate record exists. If you have B2B relationships, it even recognises new employees by matching their email address to your customers website domain. Once your enquiry is created, our exclusive functions will pre-populate fields using existing information and using our Compare Records widget you can cross check and update information stored in other records.

USING BLUEPRINTS FOR SALES PROCESS

Blueprints are very powerful and support your business process, helping your team to understand what is required from them. Blueprints can replace manual steps and eliminate human error through advanced automations. Our proven and tested Blueprints will save you hundreds of hours in designing, building and testing, as our exclusive blueprints are capable of handling your business scenarios. No more navigating the system, your business can manage its Sales Pipeline in one process flow.

INTEGRATING WEBSITE CONTACT FORMS

Zoho Forms can be installed on your website to support contact forms, giving you an easy to use tool to create your questions and style your forms to compliment your branding. These forms can be integrated to your CRM, creating fast response times for customers and eliminating any data entry for your team.

MANAGING GROUP ENQUIRIES

Zoho limits the number of look up fields in each module. This means you cannot link multiple Contacts and Leads to the same new business Enquiry. Our Manage Group widget provides a solution to the problem by creating a 'Group'. A Group can have unlimited Accounts, Contacts and Leads linked. You can associate a Group to multiple Enquiries, giving you the tool you need to manage complex relationships made up of multiple businesses and individuals.

MANAGING TENDER GROUPS

Our exclusive solution for 'Tender Groups' means you can group Enquiries from multiple customers linked to the same project. As only one Enquiry is likely to be converted to a contact, the Tender Group process means your enquiry pipeline is not artificially inflated as can you select from the Tender Group, which quote you want to display in reports and pipelines.

MANAGING GOOGLE ADDRESSES AND LOCATIONS

You can manage multiple addresses for customers, including a billing address, street address and a job or delivery address. If capturing addresses for customers is important then your exclusive Google API will ensure the address is correctly formatted and spelt by searching Google as you type and returning possible results.

If your customers have multiple locations, either delivery addresses or job addresses then you capture the address and store the location details in CRM. This means you can link these locations multiple accounts, enquiries and even custom records like assets, giving you a complete location management solution.

MANAGING ENQUIRY ATTRIBUTES

Enquiry attributes are the data sets you capture on new enquiries to help you track the type of opportunity, so you can analyse your projected and actual sales by the type of sale, product or customer related to the enquiry.

As your business evolves your attributes may evolve or change. Our exclusive widget will ensure any changes are automatically reflected in all selected records to ensure your data is consistent and accurate.

Managing Variation Add Ons

The variation management Step ensures that no variation is ever lost, missed or forgotten. The process provides quick and easy methods, designed for different teams, to create variations to Sales Orders, including adjustments to costs that may trigger a pricing change. These variations can then be tracked, processed and approved based on your internal business requirements and the type of variation you are dealing with.

External Enquiry Integrations APIs

If you generate new business opportunities from external sources, you can use API's to integrate these to your CRM. Each opportunity will generate an enquiry to be qualified and processed by your sales team.

Advanced Calendar Management

If you are using Zoho Calendar but need to integrate a booking record from the order form, custom website portal or webpage then our bookings widget and automations will support this process.

The custom booking module with CRM Calendar, but support additional permissions to stop users from editing or deleting controlled bookings, without restricting access to their CRM Calendar.