CRM (English Version)
24. Sync with Google Calendar & Contact
This feature is for the Google Users. Google Apps users can refer to Zoho CRM for Google Apps Users Synchronizing calendar entries of Google Calendar and that of the Zoho CRM Calendar is now made easy with the Google Calendar Synchronization feature. ...
23. Email Sentiment Analysis
Sales team receive hundreds of emails every day but the ones that have a negative tone usually require an immediate attention over the others. But to identify the emails that need to be prioritized or require immediate attention, a rep has to leaf ...
22. Zia competitor Alerta
Every time a lead or a contact mentions your competitor in their email content, Zia will identify the name and notify the sales reps (or CRM users). They can take insights from their conversation, make a note of their interests, and understand their ...
22. Zia Reminders
Best time to Contact suggestions by Zia helps you in successfully reaching out to your customers. Going a step further, Zia intelligently even sets up reminders for your records based on these Best time to Contact suggestions. Instead of setting up ...
21. Best time to contact customer
We often hear telecallers asking, "Is this the right time to talk?". Though most of the times our response is not affirmative, have you wondered why is it important for them to know whether it is the right time to contact? Because, ...
20. Zia an Overview
In today's world, businesses deal with mammoth sizes of data that come from multiple sources. It could be a simple phone enquiry that you just had, a new follower on your Facebook page or a bounced email in your marketing campaign. Making sense of ...
19. Data enrichement
Data enrichment feature is now available as an in-product feature under Zia. The quality of your CRM data is of the utmost importance for your business, because when it comes to selling, it all starts here. When the data is incomplete or incorrect, ...
17. Scoring Rules
Scoring rules help you prioritize leads, contacts, accounts, and deals based on record properties like fields, and customer touch points such as calls, emails, social signals, etc. You can assign positive and negative points to each property while ...
17. Setting Field Updates
The Field Update option helps you to automatically update certain field values in the records, when the associated workflow rule is triggered. Availability Permission Required Users with administrative profile can access this feature. To create field ...
16. Creating Workflow Tasks
Workflow Tasks are among the actions associated to a workflow rule. A task is an activity that is assigned to a user. When you associate a workflow task to a workflow rule, it is automatically assigned to the user when the rule is triggered for the ...
15. Email notification
Email Notifications are among the actions associated to a workflow rule. They are email alerts that are sent to leads/contacts and users in the organization. When you associate an email notification to a workflow rule, the selected email is ...
14. Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...
13. Automating Workflows - An Introduction
Workflow management helps you to automate your sales, marketing and support. You can automatically assign tasks to users, based on the criteria defined in the rules and update certain fields. Workflow automation consists of the following components: ...
12. Advanced filter
The advanced filter is a powerful search tool that enables you to extract valuable sales information in no time - information, which could otherwise take you much longer to find out. With a regular filter, your search is based on field values - for ...
11. Validation Rules
One of the most challenging tasks in CRM system is ensuring the validity of data in it. A poorly maintained set of data can cost a company in more ways than one - your activities are slowed down, you will have inaccurate reports and it's plain ...
10. Customizing Home Tab
The Home tab of Zoho CRM is a quick indicator of the progress of all your CRM activities. It contains components from different modules such as Tasks, Potentials, Dashboards and so on. One quick glance at the components of the Home tab will tell you ...
9. Email template
ommunicating with customers is an important activity in any business scenario. Zoho CRM provides Email Templates to send one message to multiple recipients. Email templates can be also be used to send Mass Emails to leads/contacts or send Email ...
6. Custom Module
Modules in Zoho CRM, let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Events and the like. Modules in Zoho CRM are represented in the form of tabs such as Leads, Contacts, Deals, Activities ...
5. Import data to Zoho CRM
Importing Data to Zoho CRM Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important ...
4. Manage Users, Roles, and Permissions
As you proceed with setting up the CRM account, your next step will involve adding users and determining their roles and permissions based on which they will perform specific tasks. A user is the one who manages records within the organization, ...
2. Managing Zoho account setting
in Zoho Accounts, the mandatory fields under the Personal information section are set to default as soon as you register with any Zoho service. After logging in, you can change the information according to your preference. When you change certain ...