Zach Spader of Cornerstone Solutions walks you through the creation of multi-option proposals in Zoho CRM.
00:00 Introduction
00:24 Begin Demo
01:22 Add Fields
04:25 Add Subform
05:34 Setting Conditions
07:44 Cost Per Option
09:24 Formulas
11:05 Sample Record
11:36 Merge Documents
12:28 Results
13:11 Conclusion
Using multi-option proposals in Zoho CRM offers numerous benefits for businesses. Firstly, it allows for greater flexibility in presenting product or service options to clients. By providing multiple alternatives, businesses can cater to diverse customer preferences and budgets, increasing the likelihood of closing deals. Additionally, multi-option proposals enhance transparency and build trust with clients, as they can clearly see the various choices available to them. This not only promotes customer satisfaction but also fosters stronger client relationships. Moreover, Zoho CRM's multi-option proposals streamline the sales process by automating proposal creation and enabling quick customization based on client requirements. This saves time and effort for sales teams, allowing them to focus on other crucial tasks. Overall, utilizing multi-option proposals in Zoho CRM empowers businesses to effectively engage with customers, enhance sales outcomes, and ultimately drive business growth.
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Creating Multi-Option Proposals in Zoho CRM
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