Basic Training on Zoho CRM

1. ZOHO CRM
Training

2. 1. FOUNDED IN 1996 UNDER THE NAME
ADVENTNET, INC.
2. CEO AND FOUNDER SRIDHAR VEMBU
3. CREATED AND BASED IN INDIA

3. 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

4. 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

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

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

9. CONTACTS
• Manage individual associated with an account
• Manage opportunities

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

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

12. 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

13. 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.

14. DOCUMENTS
There’s A Better Way To Share Sales Documents: Introducing the Zoho CRM Document Library

15. MASS EMAILS
• Send mass 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, 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.
.

18. 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.

19. CRM On-the-go
Stay 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 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.

20. INTEGRATION WITH ZOHO APPS

21. PRICING
15 Days Free Trial
STANDARD
Per User / Month
PROFESSIONAL
Per User / Month
ENTERPRISE
Per User / Month
$ 12
$ 20
$ 35

22. THANK YOU