Empower Your Banking Business with Lead Management CRM for Banking

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hi and welcome to this video where we will show you how to manage leads in zoho crm you've logged into the crm and are viewing the home tab the leads that you view on your home tab are generated from different sources these sources include trade shows email campaigns web forms cold calling and direct marketing the home tab is showing various pieces of information about your leads this first chart is showing your leads by source this next chart is showing how many leads were generated per day this makes it easy for you to forecast your week and assign them to your sales reps this next chart shows your lead nurturing stages you can tell from this chart which leads have been contacted or not contacted as well as which leads are marked as junk and which ones have been qualified this last section displays your revenue amount per day you can use this information to track your average revenue and goals during your campaign if you maintained a spreadsheet you can always import that spreadsheet directly into zoho crm you can also always go to the leads tab and manually enter all of your leads a third way is to use our zoho business scanner app on your iphone you can take a picture of someone's business card and the system will pull that information from the business card and directly create a lead in zoho crm we have already covered lead importing in a separate video but i'll briefly go over it one more time this is the required layout for a spreadsheet ready for import notice row one is your field names the field names include first name last name phone number etc look at the mandatory columns these two columns must have data in them in order for this import to happen correctly now go ahead and save the file as a csv now go back to zoho crm click on the leads module and then move to the top right and click on the import button since all of these leads are for yourself keep it on the import my leads option and then select the file before you import you will have three options in order to prevent duplicates skip overwrite or clone the clone option is set by default to copy all the information from your spreadsheet into the crm if you are worried about duplicates make sure first you have the email addresses of the leads that you are importing if so you can choose the skip option if the system already sees that email address existing it will not add that lead again overwrite is convenient if you want to update records that are already existing if you choose the overwrite option when the system recognizes the same email address it will place the new information on top of the old information choose the correct process and select next now go ahead and map the fields once you're done mapping the fields click on next verify all the columns have been mapped and click on import if you are looking for more information on how to import a spreadsheet take a look at our introduction video to see your recently imported leads navigate to the leads tab and click on the today's leads view you can also create workflow assignment rules to automatically assign the leads to sales representatives or users during the import for example one rule could be that you assign the leads by region or by zip code once you set this rule during the import it will recognize the field and automatically assign it to that user let's go back to the spreadsheet and discuss the override option for import the overwrite option lets you mass update records in the crm for example let's update the state field from the full state name to the state abbreviations go into the spreadsheet and update the cells now save the spreadsheet as a csv file in order to use the override option make sure you have a column for the email addresses now go back to the crm click on the leads module and then click on import select your file again this time under duplicate records select the overwrite option and click next map your fields click next again make sure all of your columns have been mapped and click on import what you will see on the next screen is the number of leads that have been updated if you want to quickly look at this list all you have to do is navigate straight to the leads module and this time choose the view for recently modified leads now let's go ahead and click on one of these leads scroll down on the page and you will see the state name is now changed from the full name to the state abbreviation one best practice is to send a follow-up email to your leads after you import them in order to send an email to your leads you want to first create an email template in order to do this navigate to the setup section first scroll down to the template section and click on email templates what you need to do is click on new email template now that you're on the email template page make sure you put a reply to address and a subject line for your email in this particular example you would want to send a brochure outlining your new products to those leads make sure you add the attachment to the email template scroll below and manually type out the email if you wish to use any fields from any sections in the crm choose the fields from your leads section or from the user section and place them in the template itself in this example i'm using the leads first name and last name to personalize the email itself now click on save navigate back to the leads section and make sure you are on the view showing the recently imported list of leads select all of these leads and then click on send mail a pop-up window will allow you to choose the template select the template and click on send in a matter of minutes your mass email has been sent to these leads i hope you found this video helpful