In the present era of the digital world, there are a wide variety of tools that help you streamlining your leads and customers for better and effective business management, and when we talk about the top players in this domain, ZOHO comes first to our mind.
ZOHO CRM: What is it all about?
ZOHO CRM is custom relationship management software that helps you to manage the sales of your business, market for prospective customers, extensive support, and more- within a single system...Streamlines processes by automating the repetitive tasks for generating leads, and converting them into sales to promote your business.
Get started with ZOHO CRM Implementation in an easy way
To begin implementation you need to log in to your CRM account and do the following steps to move further:
● Set up organization details
● Customize account and set up basic modules
● Identify the users who will access CRM and set their profiles and roles
● Enable data security
● Establish data visibility and accessibility rules
● Set up for mail integration and lead generation methods
● Establish basic automation processes
● Bring data into the CRM system
● Direct the business metrics you want to see
Set up basic organization detailsa
Now that you have your Zoho account up and running, it's time to set up your business entity. Navigate to the CRM Setup page as well as add the following details in the Company Details section. The details you will enter here are universal to all the users who access the CRM account for their purpose.
● Company name, logo, address, and contact information: These details can be pulled into official email templates and signatures.
● Time zone: Instrumental for sending email notifications, scheduling reminders, and assigning tasks.
Customize the account and set up all the basic modules
The very crucial step in the implementation process is to set up the basic modules (Leads, Contacts, Accounts, Deals, and Activities) and align them with your business. The action items for basic module customizations are:
● Rename the modules (tabs)
● Add custom and special fields
● Edit field properties
● Create layouts
● Create custom views and filter record
How do I add users and invite them to CRM?
Once you have created the required roles and profiles you can start adding users in CRM from Setup > Users and Control > Users > Add New User. While adding users, you will have to specify a few basic details like first name, last name, contact number, and email address along with their role and profile. Once the users are added a system generated automatic email is sent with the access link to their accounts. Users who have not accepted the invitation will be listed as unconfirmed users and you can re-invite them.
Establishing data visibility and accessibility rules
Setting up role hierarchy and profile permissions will let you determine the default permissions for each CRM user. But a user may sometimes need to view or access data that falls outside of their permissions. If you want to, you can extend visibility by setting the data sharing rules.
Next Step: Email integration and lead generation processes
● Email integration: Centralize all customer information and email communications with prospects and customers within ZOHO CRM. This integration also gives you the option to share business emails you’re your colleagues. Once the integration is in place, the outgoing and incoming emails will be available with the record.
● Lead generation and engagement methods: Previously, you listed the various methods used by your organization to generate and engage leads. You can refer to the same list and set up the following features in the CRM account.