LinkedIn Suggested Replies

If you are running a LinkedIn Campaign, then your Sales CRM will come equipped with a feature called “LinkedIn Suggested Reply.” This feature analyzes key metrics within the CRM and also keywords within the Investor Prospect’s replies on LinkedIn to...

Getting Started with Your CRM

What is Zoho CRM? Zoho offers a suite of applications for business operations. It can be similarly related to Hubspot, with a much lower price tag and more customization options. InvesTechs has built a custom Zoho ecosystem of applications to manage and pre-qualify...

Effectively Filter and View your CRM Data

There are two primary tools used to filter and view your CRM data, and they are integrated together: Views and Saved Searches. Views: Broad lists of Leads based on specific criteria. Views are used to display segments of Leads to a user and also trigger logic built...

Sending Emails to your Leads

Within your CRM there are multiple ways to send emails to individual or lists of Leads. This tutorial will go over each of the following methods: Template Emails Sending Emails from SalesInbox Sending Emails from the CRM Send Emails Using Templates Your CRM comes...