Powerful Sales Content for Zoho CRM: Boost Engagement & Conversions

Sales Content for Zoho CRM


Introduction:

Introducing our new Zoho CRM extension: effortlessly send emails directly from your CRM while attaching files seamlessly. Stramline your communication and manage your attachments all in one place!

What is Sales Content in Zoho CRM?

Sales content in Zoho CRM refers to the materials and resources that sales teams use to interact with potential customers and clients during the sales process. This includes templates, presentations, brochures, email sequences, proposals, case studies, and other collateral designed to inform, engage, and convert prospects into customers.

Who Can Use Sales Content in Zoho CRM? 

  1. Sales Teams:

    • Sales representatives and managers can use content to engage leads, present solutions, and close deals effectively.

  1. Marketing Teams:

    • Marketers can collaborate with sales teams to create and refine materials that resonate with target audiences.

  1. Customer Support Teams:

    • Support staff can use sales content to address customer inquiries and provide detailed product or service information.

  1. Executives and Leadership:

    • Leadership can utilize insights from sales content performance to make strategic decisions and align resources.

  1. Channel Partners:

    • Partners or resellers can access approved materials to ensure consistent branding and messaging when representing the organization.

  1. Training Teams:

    • Training staff can use sales scripts and knowledge base content to onboard new employees efficiently.

Best Practices for Managing Sales Content in Zoho CRM 

  1. Organize Your Content:

    • Use folders and tags to categorize resources by purpose, audience, or sales stage.

  1. Keep Content Updated:

    • Regularly review and update materials to ensure relevance and accuracy.

  1. Train Your Team:

    • Conduct training sessions to familiarize the sales team with available resources.

  1. Align Content with Sales Goals:

    • Ensure all materials are designed to move prospects closer to conversion.

  1. Secure Your Content:

    • Use role-based permissions to control access to sensitive materials.

 

Steps to install Sales Content in Zoho CRM


Click the Gear icon > Marketplace > All options.

Search for Sales Content for Zoho CRM.


Check the check boxes for Terms & Conditions. Hit Continue.

 


Based on the requirement choose User/Profiles and hit Confirm.

  • Install for admins only - The topping will only be installed in CRM for Users with the administrator profile.

  • Install for all users - The topping will be installed in CRM for all users.

         Choose Profiles - The topping will be installed in CRM for manually chosen users.

 

Setting up OAuth authorization 

  • To authorize, click on the "Authorize" button.

  • Click on "Connect" to access the Zoho services.

  • Choose the service you want to install and submit it.

  • Click on the "Accept" button to allow DRE IDC to access data in your Zoho account.

  • Then the connector will connect.

 

    Select the CRM organization to connect with the sales content.

 

Click on Accept, as SalesConnect will access data in your Zoho account.

 

 

After clicking Finish, your SalesConnect installation process will be successfully completed, and you can begin using its features immediately.

 

 


It will redirect you to the extension. Click on the dropdown and choose your folder.


Once you click Save, the configuration will be successfully completed.


Steps to Send Email


Open the lead, click on the BTN drop-down, and send it to the customer.

 


Search for the document, check the checkbox, and click Attach to Mail.

 


Add the sender and message, then click Send Mail.

 


A success message will appear once the email is sent.

By Using the Sales Content Module

Without granting access to Zoho WorkDrive, you can manage and share content efficiently using the Sales Content module.


Add the product name, data center, file URL, category, and type for easy access and categorization.

 


Go to the lead record, select the lead, click the BTN dropdown, and choose Send to Customer.


Click on Zoho Presentation, then select Attach to Mail to include it in your email.

 


Add the sender and message, then click Send Mail.

 


A success message will appear once the email is sent.


   

Info

Support

Contact Number: +919868329081
Website: www.nexivo.co


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