00:02 Overview of Zoho CRM features 01:45 Managing potential deals and contacts in Zoho CRM 03:30 Zoho CRM allows you to manage sales and track sales pipeline. 05:18 Efficiently manage sales pipeline stages in Zoho CRM 06:59 Zoho CRM offers pre-made and customizable reporting options for users. 08:42 Zoho CRM system allows breakdown of data and customization for analytics. 10:18 Zoho CRM offers a range of features for product management and customer issue resolution. 11:54 Zoho CRM offers customization, automation, and process management. Crafted by Merlin AI.
Is the CRM accessible via the net or do you need to download the system onto your laptop? Are you able to work on the CRM system offline without WIFI? Can you upload customers documents such as paspoort copy, etc, etc to each customer profile?
Hi Jo Jo, thanks for subscribing! The CRM is only accessible via the internet, there is no need to download anything. Yes , you can upload any document you would like to each individual contact. If you have any further questions please do not hesitate to ask.
Hi Nick, we use Zoho everyday and we have CRM Plus but our account looks slightly dated compared to yours? Your tab section (purple strip) is thicker more colourful and looks newer - how is this achieved?
Good question, if you go to the cog in the top right hand corner, go to personal settings, and then scroll to the bottom of the page you should be able to change the colour of the banner. Let me know how you get on!
You can get the notes, when you open up a record. It will be available in the related list of the record. When you convert a lead to a contact/Deal the notes will also be converted.
Think of accounts as businesses, contacts as the people that work for the businesses and deals are the sale of products to the businesses (accounts). I hope this helps! If you have any further questions please do not hesitate to ask!
Hi Ruba, absolutely this can be achieved. What I would do in this instance is create a custom module, create a relationship between the custom module and the contacts. We can call the custom module 'Projects' for example, every time we create a new project we can associate the contact records with that particular project. In future we would then be able to filter contact records based on whether they had a relationship with the custom module 'projects' (find out if which contacts were beneficiaries of a particular project). I hope this isn't too confusing, if you have any further questions please don't hesitate to ask!
