opportunity Archives - Caldere Associates

Zoho London User Conference in September!

By | Training, Zoho | No Comments

Zoho logo

Early Bird discounts officially ended as of the 15th, but Zoho have agreed to let us make a few extra discounted tickets available. Contact us ASAP!

Announcing a new Zoho user conference!

Each year, Zoho holds conferences worldwide for their users and partners. This conference is coming to the UK on Thursday and Friday, September 13 and 14 at the etc.venues County Hall in the centre of London.

Zoho’s annual user conference is an opportunity to meet the Zoho team face-to-face and learn directly from the staff behind the applications. You’ll have ample opportunity to network and exchange ideas with like minded people from companies of all sizes and industries who have turned to Zoho to transform their business. Come and have one-to-one chats with experts in sales, marketing, service, finance, commerce, and more to learn how you can deliver incredible customer experiences that will set your brand apart.

Conference agenda highlights

Both days will feature a strong focus on on increasing your sales and making your marketing more effective with topics such as:

  • Implementing Zoho CRM for your business
  • Understanding your sales process
  • Sales Force Automation
  • Optimising your website and engaging visitors
  • Raising your organisation’s productivity through effective collaboration & communication
  • Business insights through Analytics

The conference’s first day emphasises great finance tools and practices with topics such as:

  • Empowering customer-centric teams with a meaningful Back Office integration
  • Advanced analytics with Zoho Reports
  • Streamline your travel and expense management
  • Managing your stock and multi-channel sales
  • Zoho Finance Plus: an overview

The second day of the conference continues the momentum with exciting ways to customise and control your Zoho experience, offering topics such as:

  • Building workflows
  • Integrating apps using Flow
  • Advanced customization
  • The highs and lows with Reports
  • Staying connected: Integrating with APIs
  • Zoho on mobile

… and many more!

How to attend

Click the graphic below to see more and to reserve your conference seat: Click here for more information and to attend!

Editing Sales Processes in Act!

By | Act!, Tips and Tricks, Training, Uncategorized | One Comment
Increasing business revenue through new business opportunities is one of the most fundamental and critical roles of the Sales department. Once these leads have been identified, building relationships and progressing the lead through the sales process become essential for success. Tom Hopkins, in his book Master the Art of Selling, mentioned that top-level salespeople understand that selling is a process consisting of measurable, sequential steps that lead a prospect systematically to a positive result.

When this week I came across a great article by Alan Nielsen, Accelerate your sales, revisit your sales process, I started to think about the role of Opportunities and Sales Stages. Sometimes it is important for companies to either create new, or modify existing, sales stages. In both cases, stages created via consensus are the most effective, as they provide a great tool to help salespeople work from planning to completion, as well as to help managers create meaningful sales reports.Identify Sales Opportunities

The debate about when to start a sales process can become very passionate, with some salespeople wanting it to commence immediately after lead generation, and others insisting that it should begin only when a lead has been prequalified and tagged as a valid opportunity. The first choice has the advantage that it allows us to report on the success of campaigns or marketing lists easily, ensuring that all potential business has been classified (thus less likely to slip through the net). Its disadvantage is that it does create extra work (i.e. recording an opportunity dead). On the other hand, starting the opportunity once a lead has been prequalified allows us to go through fewer steps and is faster. However, it requires us to create separate reports to measure the success of campaigns or marketing lists. Which one is the best option is dependent not only on the industry, but also the organization’s culture. Once the starting point has been identified, then the next hurdle is to ensure that the stages are appropriate but never too numerous.

The Opportunities module within Act! allows us to easily create and manage sales opportunities and customize fields to track sales processes and the sales pipeline. To learn how, click Read More to continue!

Read More

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Call +44 (0)118 945 6220 and speak to one of our dedicated specialists.

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