Zoho CRM Case study Blog PDF

Zoho CRM best practices Zoho CRM is one of the popular CRM (Customer Relationship Management) tools for small businesses. Around the world, many SMEs use Zoho CRM to manage their customer-facing processes. This article explores some of the best practices for effectively using Zoho CRM. What can you do with zoho crm?

Zoho CRM organizations to manage their Prospects / Customers / Contacts in one place while helping them track their sales channel and forecast. Users can track their marketing campaigns to assess the return on investment in marketing efforts. The module related to customer service helps with handling cases and solutions. For more detailed customer support, Zoho also has technical support and support software. Zoho CRm also assists users with inventory registration and vendor management.

Best practices for Zoho CRM With the experience we have gained from practicing Zoho CRM through several Zoho implementations, here are some of the best practices for Zoho CRM users.

1. Avoid duplicates on leads, contacts, accounts and leads. As a best practice, place duplicate verification in Zoho CRM. When you convert a lead to a contact and a lead, a duplicate record exists if a contact already exists with the same email. In such a case, merge the cord into that socket instead of creating a duplicate.

2. Data enrichment: having quality data Having data is not enough; Having quality data is what sets your CRM apart from the competitor's CRM. Here are some tips for enriching data in Zoho CRM: Make important fields mandatory on pages Create formula fields to show postal integrity in Zoho CRM For easy conversion of lead to contact and lead, Mandatory contact and potential fields are also made mandatory Train your staff to fill in the information correctly To avoid data entry errors, use the fields from the selection list 3. Automate processes by automating workflow Automating Zoho CRM processes will be the best way to eliminate dependency on people and automate the business process through rules. Automating workflow with its immediate or time-based actions helps organizations manage business with specific business rules. Use business rules to automatically assign tasks, send email alerts, change record values, or submit mail for approval.

4. Use macros to perform repetitive tasks - Manually, macros are a set of actions that can be performed for a group of records in a Zoho CRM module. This set of actions includes e-mail alerts, creating tasks, and updating a field in records with a specified value. Contrary to workflow rules, macros are not activated or scheduled automatically. The end user must run the macros manually. In Macro, you can configure email alerts, assign tasks, and perform field updates

5. Use security effectively One of the most underused features of Zoho CRM (possibly because most Zoho CRM organizations do not know how to use them) is the use of profile and role-based security. They end up using their Zoho CRM in a suboptimal and insecure way.

6. Use reports and dashboards efficiently Here are some tips for using reports and dashboards effectively 1. Use flexible report layouts with column groups of up to three levels. Use public / private folders to provide access to reports.

Schedule reports to deliver the report to intended users, including non-zoho crm users, via email. Use charts: bar, funnel, pie and line charts effectively. 5. Display graphics on custom home page 7. Integrate with other Zoho products Zoho has many other applications on the market that complement Zoho CRM well. Use these applications to increase the overall efficiency of your business while your users collaborate, communicate and share information, all in one central location.

8. Integration with telephony Zoho PhoneBridge provides a great way to make and receive calls within Zoho CRM. This allows you to connect PBX systems with Zoho CRM for incoming and outgoing calls. At the same time, users can record phone calls.ess with potential customers or contacts.