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Segment Zoho CRM Potentials (Opportunities or Deals) to Mailchimp including by the stage of opportunity

Need to sync your Zoho CRM Potentials (Or sometimes called Opportunity or Deal to some) to your Mailchimp integration? Yes! SyncApps does sync Potentials.

Wondering how to set up your Zoho CRM Potentials with Mailchimp?

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Question:  How does SyncApps determine the "Last Potential"?

Answer:  SyncAppps uses time created an identifier to determine the "Last Potential."

Zoho CRM Potentials or also known as Deals refer to the number of sales opportunities or deals made from your CRM Contacts.

These are considered the sales windows that you need to keep an eye for. In any sales organization, Potentials are the most important records to generate real revenue for your business.

In a typical B2B organization all deals have to undergo a complete sales cycle, which starts with identifying the hot prospect and ends with prospects being won or lost.

The activities within this sales cycle that has to be completed are; sending product information to deals, product demonstrations, sending sales quotations and business negotiations. Precisely, a deal provides the following information for sales management: 

  • Sales cycle
  • The deal sales volume (Product units and price)
  • The sales status and the estimated sales probability in each sales stage
  • Reasons for the sales status (Won/Lost)
  • Competitors of the deal
  • Forecast for the next quarter/year sales

 

 

 

If needing help, give us a shout 24/7 here today!

 

 

 

 

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