Deals to Projects Mapping for Zoho CRM refers to the process of converting sales deals into projects within the CRM system. This mapping allows businesses to seamlessly transfer information about a potential project from the sales team to the project management team, improving collaboration and streamlining the project management process.
Key Features:
It helps you to transition seamlessly from sales to project management and eliminates the need for duplicate data entry.
By mapping deals to projects, you can ensure that the right resources are allocated to the right projects.
It triggers emails and sales signals to the record owner when the new project is created.
You can add Zoho Projects from the Deals module instantly.
Zoho has rated Nexivo the number one Zoho Premium Partner for 2023 and awarded Nexivo the "Zoho Partner of the Year: Fastest Emerging Partner for 2022 for being the fastest to move from advanced to premium partner that is within 2 years. The company has offices in the United States, India, and the United Arab Emirates and serves customers across the globe other than these primary locations of business. Nexivo has been a Digital Transformation Company using Zoho One, Zoho CRM, and other apps to help customers automate their critical business functions using Industry best practices for the last 6 years. Nexivo's Zoho Experts have been automating Sales, Marketing, financial, and Customer Support operations, which directly impact the Nexivo's Zoho Experts have been automating sales, marketing, financial, and customer support operations, which directly impact the companies' revenues. Nexivo also has strong expertise in developing Custom Applications using Zoho Creator and developing Zoho Extensions and Widgets with integration capabilities. Nexivo is a Premium Partner of Zoho, which follows process-driven Implementation methodologies for various consulting and project types and provides unflinching support post-execution to all customers. We also have strong experience integrating Zoho with SAP, Microsoft Dynamics, Salesforce, Google, and other SAAS products. With having years of hands on experience on Zoho, we will be glad to be your 'Business Growth Acceleration Partner'. We strongly believe that our customers' achievement is our achievement.
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I would recommend you to try Deals to Project Mapping for Zoho CRM. It would add a lot more value to your CRM account.
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