Скачать или смотреть What are Custom Views in Zoho CRM and how are they useful?

🔍 Unlocking Efficiency: Exploring Custom Views in Zoho CRM

Dive into the world of customised data visualisation with our in-depth exploration of Custom Views in Zoho CRM. In this video, discover how Custom Views empower you to tailor your CRM interface to match your unique business needs, improving productivity and decision-making.

🚀 Business Benefits:

Tailored Data Presentation:
Custom Views in Zoho CRM allow you to create personalised data views based on specific criteria, such as lead status, deal stage, or customer segmentation. By tailoring data presentation to match your workflow, you gain valuable insights and enhance decision-making capabilities.

Improved User Experience:
Enhance user experience and productivity by providing your team members with customised views that prioritise relevant information and streamline data access. Custom Views enable users to focus on key metrics and tasks, reducing time spent searching for critical data.

Enhanced Data Analysis:
With Custom Views, analyse data more effectively by segmenting information based on different parameters. By filtering data to display only relevant records, you can gain deeper insights into sales performance, customer behaviour, and pipeline health, driving strategic decision-making.

Empower your team with the flexibility and efficiency of Custom Views in Zoho CRM. Watch, like, share with your CRM users, and subscribe for more insights into optimising your CRM experience!

For personalised assistance or further guidance on leveraging Custom Views in Zoho CRM, contact GoldstarIT at [email protected]. Thanks for watching, and stay tuned for more enlightening content! 🌟📊

#zohocrm | #CustomViews | #DataVisualisation 🚀💼

Please note: unless specified all of our videos are created using randomly generated sample data. Any similarity to persons living or dead is purely coincidental.

| More about Goldstar |

At Goldstar, we believe in working with you and your business, getting to know you, your ambitions, and how we can help you realise them through technology and data-driven decisions.

We’re all about making your life easier with our expertise and honesty, especially given the challenges of digital business transformation.

As Zoho Advanced Partners and Digital Transformation specialists we understand the importance of technology, process, data and culture. Bringing all aspects together to offer CRM, transformational analytics, inventory management, finance, business intelligence and more, to your business.

Based in Hastings, we have helped clients from East Sussex, West Sussex, Hampshire, London, Kent, Surrey and across the South East of the UK, transform their business with Zoho solutions. Delivering business transformation consultancy through our Discovery Workshop and Solution Design.

Contact us today, to discuss how Goldstar Consultants can deliver Digital Transformation through Zoho solutions and launch your business to the next level.

Visit us at www.goldstarit.com