Zoho CRM does not have a built-in linking module to link deals to products. To link them, one must use the API and update a record that doesn't exist yet. The process involves getting the deal and product IDs, updating the related record with the relation name of "deals" and "products", and updating the parent module as product and sub module as deal-product. The result is that the product and deal will be linked.
Linking products to your deals in Zoho CRM is an essential step for gaining insight into your customers and understanding which products are selling. By linking products to deals, you can better track customer preferences and make data-driven decisions based on the products they are buying. This can help you better understand customer behavior and inform your sales and marketing strategies. Additionally, linking products to deals can also help you optimize customer service and identify customer trends. In summary, linking products to deals in Zoho CRM is an essential step for gaining valuable customer insights.
Businesses can better understand their customers' buying habits by tracking which products they are considering purchasing. This data can be used to better understand customer preferences, as well as identify trends in customer behavior. In addition, businesses can use this data to develop marketing campaigns and product offerings tailored to their customers. By combining this data with AI technologies, businesses can also gain insights into which deals have the highest chance of closing based on the products, sales cycle, and customer type. This can help businesses focus their efforts on deals that are most likely to be successful, while also providing a better overall customer experience.
