Zoho Basic Training

ZOHO CRMTraining

1. FOUNDED IN 1996 UNDER THE NAME ADVENTNET, INC.

2. CEO AND FOUNDER SRIDHAR VEMBU

3. CREATED AND BASED IN INDIA

WHAT IS ZOHO CRM• Cloud based Customer Relationship Management Tool• Fully Customizable• Affordable Pricing• User Friendly• Prebuilt integration with multiple Zoho Apps to extend

your CRM• API to integrate with external Applications

WHAT CAN YOU DO WITH ZOHO CRM• Helps you to manage

Prospects/Customers/Contacts• Sales Pipeline Management and Forecasting• Marketing Campaigns• Customer Support• Inventory Tracking and Accounting

LEADS• Create Leads ( Manual, Import, Web forms)• List View Management

ACCOUNTS• Manage information about companies/organizations• Track related contacts /opportunities• Parent-child relation between accounts

CONTACTS• Manage individual associated with an account• Manage opportunities

CAMPAIGN• Plan and execute marketing campaigns• Define campaign success metrics• Associate leads/contacts with the campaigns• Create target lists based on the associate campaigns

ACTIVITIES• We can create tasks OR• Create Events OR• Create call

REPORTS• Over 40 standard Reports• Create unlimited custom Reports• Cross Module Reporting• Export reports into Excel, CSV, PDF formats• Schedule report to be generated automatically• Organize reports using report folders

DASHBOARD• Dashboards give a real-time snapshot of your organization's key metrics. Using dashboards you

can easily visualize comparisons, patterns, and trends in sales, marketing, support, and inventory related data

• The Zoho CRM solution dashboard is comprised of different types of two-dimensional/three-dimensional (2D/3D) charts, which are generated.

• The unique chart is the Funnel chart, which can be used to visualize the sales pipeline at various stages intuitively.

DOCUMENTSThere’s A Better Way To Share Sales Documents: Introducing the Zoho CRM Document Library

MASS EMAILS• Send mass emails to target groups• Schedule mass emails to be sent automatically• Allow recipients to opt out of the mailing list

TEMPLATES• Email templates• Inventory templates• Mail merge templates

FEATURESPrioritize Activities, Sell Smarter.We spend more time juggling between sales activities There is a better way to follow up our routine sales tasks, appointments and calls. With CRM View for Activities, we can now sell faster by focusing on the prospects that are most important for today. The CRM View also helps prioritize work while interacting with customers from Social and Visits tab.

Real-Time. Real-World.Zoho CRM’s Opportunity Tracking tool gives a current, comprehensive view of all sales activities. Know where every customer is in the sales cycle, deal size, contact history, even competitor information to help craft more effective messaging. Dynamic Reports & Dashboards provide an easy, accurate read of everything going on.

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Engage. Multiple Channels.Link Facebook and Twitter profiles into Zoho CRM system. Associate profiles to contacts or leads, send invitations to connect, view updates and share your comments.

Know. Now.Be in the know when on a call. Use Zoho CRM’s Business Card View to instantly get a detailed look at all pertinent customer information. No scrolling, no searching. The Notes Section also displays the time and content of past conversations, so we can make each call more personal and productive.

CRM On-the-goStay connected and up-to-date wherever you go. Zoho’s Mobile Edition gives instant access to customer info and sales activity on your iPad, iPhone and Android devices.

CRM for Google AppsZoho CRM works seamlessly with Google Apps, making it easy to collaborate, communicate and share. Whether it's Google Email, Docs, Contacts, Calendar or Tasks, everything’s tightly linked within your CRM account.

INTEGRATION WITH ZOHO APPS

PRICING15 Days Free Trial

STANDARDPer User / Month

PROFESSIONALPer User / Month

ENTERPRISEPer User / Month

$ 12

$ 20

$ 35

THANK YOU