Measure Conversion Rate Between Deal Stages and Zoho CRM скачать в хорошем качестве

Measure Conversion Rate Between Deal Stages and Zoho CRM

Do you need a way to measure your conversion rate between deal stages and Zoho CRM? Zach Spader with Cornerstone Solutions walks through the setup of a pipeline conversion chart in the CRM Analytics tool to help you do just that. 00:00 Introduction 00:19 Begin Demo 03:40 Building Stages 05:10 Set Duration 06:25 Stage No. 2 08:58 Component Filters 10:30 Benefits/Conclusion Building pipeline conversion charts in Zoho CRM provides powerful insights into your sales process by visually tracking how leads and deals move through each stage of the pipeline. These charts help measure conversion rates at every step, allowing sales teams to identify where prospects drop off and where improvements can be made. By understanding which stages are most effective—or problematic—businesses can refine their strategies, optimize team performance, and forecast revenue more accurately. Ultimately, pipeline conversion charts turn raw CRM data into actionable intelligence, helping teams close more deals with greater efficiency. Sign up for more tips: http://www.zcrmhelp.com/zohotips/ or call for help: 713-661-5200 If you haven't signed up for your own Zoho CRM account yet, you can get a free account here: http://bit.ly/FreeZohoCRM You can get our Zoho ONE QuickStudy Guide from Amazon - https://amz.run/6UQ4 or our Zoho CRM QuickStudy Guide in either a spiral bound format - https://amzn.to/2PK44U8 or in Kindle format - https://amzn.to/2BWHZyY