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As your online business grows, so does your variety of shoppers.Â
Having efficient consumer administration may be the distinction between your online business rising or finally going beneath.Â
Fortunately, Zoho CRM can effortlessly import, add, and handle your contacts with out breaking a sweat!
To get began testing this function (over six months), we imported our buyer knowledge from a CSV file (proven beneath).Â
The entire course of took lower than 5 minutes and allowed us to simply transfer our knowledge from one other CRM.Â
That is nice information for any SMBs trying to make the change to Zoho (with not one of the alternative price).Â
As soon as our contacts had been imported, we wished to see how Zoho CRM dealt with guide contact entry.Â
We manually added a few of our B2B contacts at Small Enterprise Bonfire to place it to the check.
Right here’s the way it appeared from our perspective.
Inside every contact card, we had been in a position so as to add and edit the next info:
- IdentifyÂ
- Contact proprietor
- Contact data
- Account identify
- Lead supply
- Vendor identify
- Date of DeliveryÂ
- Customized fieldsÂ
With all this knowledge at our fingertips, you’d suppose it is likely to be complicated to navigate.Â
Fortunately, Zoho CRM is extremely user-friendly (even for rookies).Â
We may rapidly and simply discover the contacts we wanted with the highly effective search operate and filter choices.
The underside line:Â Zoho CRM provides a number of the finest consumer administration capabilities available on the market.
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