Referral Partner of

ZOHO CRM TRAINING SOLUTIONS On Premises / Off Premises and Online Training

Users:

1) Users management

2) Creating groups and grouping teams

3) Profile assignment for each user - Administrator, Standard and Custom

4) Deactivating and activating users

5) Adding roles and creating a role hierarchy

6) Data sharing settings and tweaks for secure data sharing within organisation

7) User restrictions from other locations

8) Territory management – Group customer data on their various attributes

Channel setup:

1) Email setup – imap and pop3 configurations

2) Sharing of emails

3) Email insights -Email opened/clicked time in the record details page and many more.

4) Organizational emails – Emails for various departments

5) Telephony – Integrating with cloud based customer contact service for CRM call service

6) Social account setup – Integrate FB, Twitter and G+ with CRM

7) Automate Lead generation- Capture leads if people like or comment on the posts of your

organisation

8) Chat- Capturing leads from website and engaging in chat with them!

9) Sales signals – knowing important customer communications such as incoming emails, emails

that were opened by customers, incoming and escalated support requests, and missed calls

within CRM

Data administration:

1) Migrating Data from previous applications

2) Exporting data

3) Storage, recycle bin and audit log

Mail : zoho@uxbusinesssolutions.com

Phone : 044 – 48585185

Mobile : 91 7338853723

URL : www.uxbusinesssolutions.com

LinkedIn : https://www.linkedin.com/company/ux-business-solutions

Facebook : www.facebook.com/UXBusinessSolutions

Google+ : www.google.com/+UXBusinessSolutionsChennai

Twitter : https://twitter.com/UXBusinesssoln

7 & 7A – 3rd

Floor - Wellingdon Estate - 53, Ethiraj Salai (Opp – Ethiraj College) – Egmore - Chennai – 600008. India