Zoho CRM overview and navigation
Zoho CRM is user-friendly software that enables you to manage your sales, marketing, and service activities with ease and efficiency. It primarily extends its innovative capabilities in two main aspects of your business:
Your team
Your customers
Streamlines your business processes, aligns daily operations efficiently, and improves team productivity.
Retains customers and increases revenue by optimizing sales journeys and enhancing the customer experience.
Take as much time as necessary to explore Zoho CRM Trial Center and learn how to utilize the key features of Zoho CRM for your business. Happy learning!
- Module 1: Introduction to Zoho CRM
- Module 2: Navigate Zoho CRM
"We found Zoho to be one of the most comprehensive solutions. It has a suite of applications that we use to manage our sales operations. Most of the other offerings demanded an additional cost for different functions, which is not the case with Zoho."
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Module 1: Introduction to Zoho CRM
In a nutshell, here are some highlights of Zoho CRM:
Capture leads, improve engagement with your contacts, and convert them to paying customers.
Customize your CRM by renaming modules, adding custom fields, and more to match your specific business requirements.
Track all the activities of customers who enter your sales pipeline and manage deals efficiently.
Build business workflows and automate sales-related tasks by triggering instant actions based on preset criteria.
Generate sales reports and capitalize on data-driven business insights. Employ AI technology to make accurate sales forecasts and predictions.
Live webinar: Save your seat!
Register for our live webinar to learn the basics of Zoho CRM and interact with our product experts.
Register nowTake a look at how some of our customers used Zoho CRM to transform their businesses.
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Introduction to Zoho CRMModule 2: Navigate Zoho CRM
Before we onboard your business to Zoho CRM, it's essential that you become familiar with its terminology and map the platform to your specific business process. So, fasten your seat belts as we navigate through the world of Zoho CRM!
Here's a quick guided tour where we'll walk you through the key features of Zoho CRM.
Take the guided tourExplore the terms used in Zoho CRM and their definitions with these one-minute videos.
Zoho CRM TerminologyLooking for more information?
Guide to Zoho CRM termsActivity
Get your whiteboard and markers out! Identify your business language and check its semblance with Zoho CRM's default terminology. This will be helpful when you migrate your data to Zoho CRM. For example, here's a sample comparison list from the real estate industry:
Zoho CRM terminology
Business terminology
Leads
Inquiries
Contacts
Customers
Accounts
Companies
Products
Properties
Vendors
Brokers
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Book a demo and our team will help you navigate through the product.
Select the features you need and we'll help you identify the best CRM plan.