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Zoho Basic Training
Zoho CRM is a cloud-based customer relationship management tool that was created in India in 1996. It offers customizable and affordable pricing and is user friendly. Key features include managing leads, accounts, contacts, opportunities and marketing campaigns, as well as activities, reports, dashboards, documents and mass emails. It integrates with other Zoho apps and can be accessed from mobile devices. Pricing starts at $12 per user per month.
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Zoho Basic Training
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- 2. 1. FOUNDED IN1996 UNDER THE NAME ADVENTNET, INC. 2. CEO AND FOUNDER SRIDHAR VEMBU 3. CREATED AND BASED IN INDIA
- 3. WHAT IS ZOHOCRM • 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
- 4. WHAT CAN YOUDO WITH ZOHO CRM • Helps you to manage Prospects/Customers/Contacts • Sales Pipeline Management and Forecasting • Marketing Campaigns • Customer Support • Inventory Tracking and Accounting
- 6. LEADS • Create Leads( Manual, Import, Web forms) • List View Management
- 8. ACCOUNTS • Manage informationabout companies/organizations • Track related contacts /opportunities • Parent-child relation between accounts
- 9. CONTACTS • Manage individualassociated with an account • Manage opportunities
- 10. CAMPAIGN • Plan andexecute marketing campaigns • Define campaign success metrics • Associate leads/contacts with the campaigns • Create target lists based on the associate campaigns
- 11. ACTIVITIES • We cancreate tasks OR • Create Events OR • Create call
- 12. REPORTS • Over 40standard 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
- 13. DASHBOARD • Dashboards givea 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.
- 14. DOCUMENTS There’s A BetterWay To Share Sales Documents: Introducing the Zoho CRM Document Library
- 15. MASS EMAILS • Sendmass emails to target groups • Schedule mass emails to be sent automatically • Allow recipients to opt out of the mailing list
- 16. TEMPLATES • Email templates •Inventory templates • Mail merge templates
- 17. FEATURES Prioritize Activities, SellSmarter. 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. .
- 18. Engage. Multiple Channels. LinkFacebook 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.
- 19. CRM On-the-go Stay connectedand 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 Apps Zoho 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.
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- 21. PRICING 15 Days FreeTrial STANDARD Per User / Month PROFESSIONAL Per User / Month ENTERPRISE Per User / Month $ 12 $ 20 $ 35
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