Zoho is an incredibly popular online platform combining CRM, accounting, HR, and IT. For salespeople on Zoho, there’s a new option available: a native connection with FunnelFLARE. FunnelFLARE saves time for salespeople and enables them to get more done in less time.

With the FunnelFLARE’s direct connection to Zoho, there are lots of options available, but here are 5 that we think most salespeople will love.

1. Power Dialing lists of prospects/customers

Power dialing is a feature that enables high productivity calling of prospects and customers. FunnelFLARE’s power dialer feature allows salespeople and account managers to define a list of prospects/clients, then call them one after another in a “power dialer mode” that shows quick screens of info on the client. Salespeople can rapidly check out what actions the contact has taken, see what other contacts at that same company have been up to, refer to notes, then make the call.

If the salesperson ends up getting the prospect’s voicemail, they can drop a pre-recorded voicemail, along with an automatically personalized follow-up email or SMS with a simple click, then move on to the next prospect. This feature is perfect for salespeople who do cold calling, account managers who check up on client accounts on a weekly basis, inviting clients to an event like an open house, and for non-profits who call previous donors to elicit further donations.

2. Automatically post phone call details to Zoho CRM

Typing while on a sales call is annoying and distracts salespeople from actively listening to their prospects. But if salespeople don’t make notes during the call, they’ll forget details and post incomplete sales notes to Zoho CRM! The answer is to make calls using the FunnelFLARE Chrome extension, automatically record the calls, and post both an automatic call transcription and link to the recording to Zoho. Now, your salespeople can get a quick sense of the call from the transcription, and go back to the recording if they need to re-listen to what a prospect might have said.

3. Use Prospect & Account Insights to know when to call

Getting in touch with prospects whose days are dictated by busy calendars can be challenging. FunnelFLARE Prospect Insights and Chrome Extension can alert you when your prospect is reading your emails and browsing your website; which is usually the perfect time to make a call and catch them at their desk.

Other than timing, prospect and account insights are great for a quick check to see what your prospects have been up to and which contacts at a company are active. Knowing that the procurement person is checking out your pricing page is a good indication that they’re almost ready to buy.

4. Automate common email sequences

Much of the life of a salesperson is sending the same email sequences over and over again. Great salespeople use calendar items and pre-made emails to save a bit of time, but plenty of salespeople in 2020 still write all these common emails from scratch! With FunnelFLARE connected with Zoho, you can add prospects to email and SMS sequences without having to leave Zoho. These sequences can be smart, and remove prospects when they’ve done something interesting or remind them periodically. We like to use these sequences to:

  • Remind prospects to book an appointment with sales
  • Handle unresponsive prospects automatically to try to bring back those who are “ghosting” sales
  • Send out common after-sales emails
  • Survey customers after the sale, automatically remind them if they don’t fill in the survey
  • Put prospects who are in the buying cycle into a drip campaign to send them

5. Use Smart Appointment Scheduling to stop ‘phone tag’

Scheduling time for a call or meeting with a prospect can be frustrating. FunnelFLARE has some special automation that makes appointment scheduling a breeze. You link salespeople’s work calendars (Google Calendar or Outlook) to appointment booking pages and send prospects to those pages. Prospects see up to date options on when they can book a meeting with the salesperson, and they get smart automated reminders about the upcoming meetings.

If you’ve got a group of salespeople who take meetings (our customers use this for booking demos, tours, etc.), FunnelFLARE can be configured to book meetings based on preference/priority or based on round-robin so you can evenly hand out meetings.

Sales Enablement inside Zoho CRM

Best of all, almost all of this functionality is available right inside of Zoho CRM, so it’s easier for salespeople to pick up and learn because it’s in a platform they’re familiar with.

If you’ve got a Zoho account, check out the FunnelFLARE listing on the Zoho marketplace to install it and start a free 2-week trial.