Using Zoho CRM to manage and track their client and prospect lists
Using Zoho CRM to manage and track their client and prospect lists
3 PagesThe client and prospect base is the asset of most businesses. Using Zoho CRM to manage and track their client and prospect lists COMPANY PROFILE INDUSTRY Training & Coaching TYPE B2C & B2B SIZE 1001-5000 employees COMPANY CRM CRITERIA Customization Opportunity Management Email IntegrationActionCOACH, Team Sage is a franchise member of a worldwide business coaching franchise with close to 1,000 offices worldwide. It helps business owners fix how they process time, team, and money. Challenges: The business’ biggest challenge was tracking and managing correspondences with all clients. “The client and prospect base is the asset of most businesses. If you don’t have that documented somewhere that’s a huge asset that’s not accounted for in the business,” Jody Johnson, CEO of ActionCOACH, T
