Are you thinking about getting started with Zoho CRM
? Or, are you already using the system, and interested in learning some easy ways to integrate more effectively? If so, you've come to the right place! To begin:
CRM is often misunderstood as an application or a tool, but in the real sense of the term it is a way of doing business.
In other words, with a smoothly running CRM, you will have a smoothly running business! Here are the 5 basic steps to get started -- smoothly-- with Zoho CRM.
1. Account Settings First, you will want to customize your personal settings, such as preferred language, time zone, and signature.
2. Users, Roles, and Profiles Next, you will need to add users to your CRM account and assign them roles and profiles. Note: only after you add a user in your account, will you be able to add new profiles and roles. For the first user that you add, the system defined role CEO, Manager) and profile (Administrator, Standard) can be assigned.
Create profiles that define the access permissions to the various CRM modules and features.
Then, set up the organization-wide hierarchy by creating Roles and assigning those roles to your users.
3. Customize Modules Once you have established your account settings, users, roles, and profiles, you will be ready to create Modules. Create a new module or edit an existing module by adding custom fields, adding new sections, setting field permissions and editing field properties.
Then, arrange the modules in your Zoho CRM account based on their order of usage. You can hide modules if you do not wish to have them and also rearrange them. Unselected tabs will be hidden from all users.
From there, you can take the customization even further by customizing a record's details page, changing the order of Related Lists, and creating custom views to filter records based on a given criteria.
4. Import Records
Now, you are ready to add your contacts. Import records in your CRM account from external sources
, if you already have the data. You can either import records assigned to you or import records that are assigned to other users by using the Import My Organization Records
Once entered, you will be able to use page-level and record-level navigation to easily move from one record to another...
... and even use advanced filters to filter records based on sales criteria such as activities, email status, among a host of other parameters.
Later, you can also export data in CSV format from individual CRM modules in your CRM account. You can either manually export the records or request a data backup.
5. Custom Buttons and Functions
Finally, Custom Buttons in Zoho CRM can be used to connect your CRM with third party applications
, connect different Zoho CRM modules or connect with other Zoho applications. (You can also learn more here about Zoho CRM for mobile
When you want to associate actions other than the default ones available as part of workflow rules in Zoho CRM, you can create your own custom functions and associate them to workflow rules. When the rule criteria is met, these simple program scripts are triggered and specific action is executed.