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How To Find Nearby Leads In Zoho CRM – Easy Guide

How To Find Nearby Leads In Zoho CRM

Are you struggling to find leads that are geographically close to your business?

Imagine the convenience and efficiency of connecting with potential customers in your local area, building stronger relationships, and closing deals faster.

With Zoho CRM software and its powerful features, finding nearby leads has never been easier. In this easy guide, we will show you how to leverage the Zoho CRM solutions in India to discover and connect with leads in your vicinity, revolutionizing your sales process.

Finding leads near your business is crucial for several reasons. First, it allows you to tap into the local market and establish a strong presence in your community. Second, it enables you to provide personalized services and build face-to-face connections, fostering trust and loyalty among potential customers.

However, manually sifting through piles of data or struggling with outdated lead-generation methods can be time-consuming and inefficient. That’s where Zoho CRM comes in.

Let’s dive in and discover how to find nearby leads in Zoho CRM. By leveraging the advanced features of Zoho CRM software, you can quickly pinpoint leads in your area, streamline your sales efforts and close deals. Let’s connect with authorised partners of Zoho in India and find nearby leads at a glance!

Also Read: Zoho Books vs QuickBooks

Find Nearby Customers On the Go

To find nearby leads on the go, you need to connect to the Zoho CRM app on your device or smartphone. And within a few minutes, your contacts and prospects near you are displayed on the map. Even you can schedule a meeting and get the driving directions to the nearest customer’s location!

The latest offering from Zoho CRM App for Mobiles is the ability to locate your customers in and around your current location. With the help of the Location Services in your Smartphones (iOS, Android and Blackberry), the app detects your customer’s location within a specified radius from your current spot.

And that’s not all! You can view the complete customer’s details, send emails, and even make a call to the customer. Now that’s true your CRM is on the move!

Locate People Near You

If you would like to meet your customers near you when you are on a trip, your Zoho CRM mobile app will instantly tell you the lead’s details. It can provide the contacts near you and details on how important they are to your business.

Use Google Maps as well in your Android phones and devices to find the leads, accounts and contacts as well as custom location. Here are the few steps you should follow to locate leads around you:

  • Go to the module (Leads, Accounts, Contacts, etc.).
  • Against the selected List View click the (Map) icon.
  • All the Leads/Contacts/Accounts near your location will be pinned on the map.
  • Add a Custom location to view Leads/Contacts/Accounts in and around that particular location.

Check-in to a location

Whenever you go out with your family or friends for a movie or outing, you might want to share the news with the world. And for this, you mark “check in” to the location on multiple social media platforms like Facebook or Twitter, from the Zoho CRM mobile app. You can always check in to the location with an advanced CRM app.

However, it could benefit businesses to be notified of the updates and therefore can track sales rep client appointments as well. You can create check-ins only for the Leads, Contacts and Accounts modules. You cannot create a check-in without it being associated to an event.

To check in to an event follow these easy steps:

  • Go to the Leads/Contacts/Accounts modules.
  • Tap the (Check-in) icon to create a check-in.
  • If there is already an event associated with the contact, the existing event(s) show up.
  • Select an event. The check-in is associated with a note for the event.
  • If there is no event, the app prompts you to create a new event for the check-in
  • Create a new event and associate the check-in to the event.

View Map

Using Google Maps, you can locate the address of the Leads, Accounts, and Contacts.

  • To view maps
  • Go to the module (Leads, Accounts, Contacts, etc.).
  • Tap a record whose address you want to view in Google Maps.
  • In the Record Details page, tap the (Map) icon.
  • Tap the address location that you want to see (Mailing Address, Billing Address, etc.).
  • The selected address will open in Google Maps.

Understand the Nearby Leads Feature in Zoho CRM

Say goodbye to wasted time and missed opportunities, and say hello to a more efficient and targeted lead-generation process. Finding nearby leads in Zoho CRM typically involves using the CRM’s search and filtering functionalities. Here are the general steps you can follow:

Log In to Zoho CRM:

Go to the Zoho CRM website and log in with your credentials.

Navigate to Leads Module:

Once logged in, navigate to the “Leads” module from the main dashboard.

Use the Search Bar:

Locate the search bar at the top of the Leads module.

Filter by Location:

Use the search bar to filter leads by location. You can enter a specific city, state, or even a ZIP code to narrow down the leads in a particular area.

Advanced Search:

Zoho CRM often provides an advanced search option. Look for an “Advanced Search” or “Filters” option that allows you to specify criteria for your search. You may find options to filter by location, proximity, or other relevant parameters.

Custom Views:

Zoho CRM allows you to create custom views that can be saved for future use. You can create a custom view that filters leads based on proximity or location.

Map integration (if available):

Some CRM systems, including Zoho CRM, may have map integration features. Check if there’s an option to view leads on a map and filter them based on proximity.

Mobile App:

If you are using Zoho CRM’s mobile app, it may have additional features for finding nearby leads. Check the app’s functionalities for location-based searches.

Integration with Geo-Location Services:

Zoho CRM might integrate with external geo-location services. Check if there are integrations available that can help you find leads based on their proximity to your location.

Training and Support Resources:

If you have trouble finding nearby leads, refer to Zoho CRM’s official documentation and training resources, or contact their support for assistance.

Still, having confusion about this? Lets connect with authorised Zoho Partners in India and have a quick session of consultation!