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Zoho CRM is the leading cloud-based customer relationship management software for small and medium-sized businesses. Whether you’re a freelancer, consultant or entrepreneur with your own business, Zoho’s powerful tools can help streamline your daily tasks so you spend less time on administrative activities.
The “zoho crm tutorial pdf” is a manual for the Zoho CRM software that gives step-by-step instructions on how to use the software. The manual will help new users get started with Zoho CRM.
Zoho CRM is a customer relationship management (CRM) software that lets companies of all sizes manage their sales, marketing, customer service, and inventory from a single platform. Create a verified account, modify your preferences, and import your data to begin utilizing the platform. Then you’ll need to add users, establish processes, and connect third-party applications.
These seven steps on how to utilize Zoho CRM should be read and followed:
Set up a Zoho CRM account first.
A 15-day free trial of Zoho CRM is available.
Begin by visiting the Zoho CRM website, where you can either register a new account or login in if you already have one. To join up, just provide your complete name, work email, password, and phone number into the boxes provided, then click the Get Started button.
You will get a confirmation email after providing your information, and you will be prompted to validate your account before you can access Zoho CRM and view the welcome page.
Welcome screen for Zoho CRM
You may begin with a 15-day free trial of the Enterprise edition, after which you can upgrade to any of the premium accounts or downgrade to the free plan when it expires. Choose a package that fits your company’s size, budget, and CRM requirements.
At a glance, here’s how much Zoho CRM costs.
- Supports up to three users for free.
- Bigin: $7 per month, per user
- Standard: $14 per month per user
- Professional: $23 per month for each user
- Enterprise: $40 per month for each user
- Ultimate: $52 per month per user
- Plus: Prices start at $57 per month per user.
- 15-day free trial
*Based on a yearly billing cycle. Monthly pricing is offered for a little premium.
Go to the Zoho CRM website.
2. Customize Your Preferences
The setup panel for Zoho CRM displays the numerous functionality that may be customized.
The next step is to customize Zoho CRM to fit your specific company requirements. Configure the platform’s custom fields, transaction and pipeline phases, scoring criteria, reports, and other modules. To access all of the tools you’ll need, click the setup button in the top right corner. To get to the step-by-step directions for customizing each piece, use the drop-down menu below.
Configure Your SettingsCustomize Modules & FieldsWizardsPipelinesTemplatesPersonalize the Home PageScoring of LeadsReporting
Customize Modules & Fields
On the tab, you may change the order and look of modules.
Under the Customization option, select the Modules and Fields link to view choices to change the layout, name, fields, and permissions for Leads, Contacts, Accounts, Deals, and other modules.
You may configure the tabs that are shown for each user’s permission by clicking on Tab Groups. Online Tabs, on the other hand, allows you to access web sites or applications directly within Zoho CRM.
Wizards
Wizards may be created from the Customization panel.
Wizards assist you in breaking down large layouts into a screen-by-screen form so that you may input data in a logical order on each screen. Because you may save a partly completed form as a draft before submitting it, this helps limit the risk of incorrect data input. Wizards may be created for leads, contacts, accounts, and deals, and layouts can be selected.
Pipelines
The Customization panel is used to create pipeline layout and stages.
In the Deals module, Zoho CRM builds standard pipelines for sales opportunities. However, based on your sales process and company objectives, you may rename and adjust pipelines. Simply choose the steps that need to be included and click Save when creating a new pipeline. Use these pipelines to keep track of each transaction’s progress and the chances of landing a contract.
Templates
Purchase order template for Zoho CRM
For email, inventory, and mail merge, Zoho CRM includes a template gallery. Purchase orders, sales orders, invoices, and bids may all be created and modified using templates. To modify a template, click the pencil symbol in the top right corner once you’ve found it. You may adjust the corporate logo’s print layout, fields, and location. When you’re through editing, save the changes.
Personalize the Home Page
For a manager’s job, creating a personalized home page.
When you click on the New Home Page button from the Personalize the Home Page panel, you can choose the elements that appear on the dashboard of each user role. Choose a name for the homepage and check off the components you want to be included in the dashboard. Once you save the changes, you can share this home page with multiple roles and it will be their default view each time they log in to Zoho CRM.
Scoring of Leads
Under the Automation section, there is a link to “scoring rules.”
Zoho CRM helps you quickly qualify leads to ensure that you pursue the ones that are worth your time and effort. The Scoring of Leads functionality lets you assign values based on a lead’s characteristics and activities to determine the probability of converting that lead into a customer. Click on the Scoring Rules link under the Automation panel to access Scoring of Leads options.
To quantify leads based on their attributes and associated actions, create “score criteria.”
For example, depending on a lead’s yearly income or location, you might opt to add or deduct points. You may also use any contact field variable or email activity to create score criteria. You may allocate points based on email opens, clicks, and bounces under the Email Insights area.
Reporting
Reports tab in Zoho CRM
Based on your sales process, Zoho CRM enables you to change current reports or build new reports and dashboards. The Reports tab allows you access to all of the reports that are accessible. Click the folder names displayed on the left side to filter which reports you wish to see on your dashboard. By clicking the blue “Create Report” button in the upper right corner, you may easily create a new report.
Using Zoho CRM to run a report
When you create a new report, Zoho CRM will ask you how you want to show the data and which filters you want to use. To automatically update a report depending on your specified circumstances, click the “Run” button in the top right corner. The reports may also be saved, shared, or kept secret.
3. Upload your information to Zoho.
Under the Data Administration panel, there is an option to import data.
To begin importing data from other CRMs, go to the Data Administration panel and click the “Import” link, then choose CRM software from the drop-down menu. When you first launch the program, you’ll be asked to choose the files you wish to export from your previous CRM. Zoho CRM will guide you through the data import and format verification process.
4. Get to Know the Zoho CRM Layout
The Home dashboard of Zoho CRM in its traditional form. It provides a visual representation of your tasks, events, and pipeline to assist you in better planning your day. This is a one-of-a-kind display for each CRM user that cannot be changed.
The Leads dashboard in Zoho CRM has a canvas view. If you want to create an entirely customised view of your leads, you may use this view. You may alter the font, field kinds, and even add photos to help with identification.
The Contacts dashboard in Zoho CRM is shown in a list format. If you want to keep your leads, contacts, accounts, and deals lists clutter-free, choose this view. According to your preferences, you may build custom views, arrange CRM data, and add or delete fields.
The Accounts dashboard in Zoho CRM has a canvas view. If you want to create an entirely customised view of your accounts, you may use this view. You may alter the font, field kinds, and even add photos to help with identification.
The Deals dashboard in Zoho CRM has a Kanban view. This provides you a card-based view of your CRM data that separates them according to transaction state. Pre-defined and Customized Kanban views are also accessible.
The Activities dashboard in Zoho CRM has a Kanban view. This provides you a card-based representation of your activities, which you may sort by state. Pre-defined and Customized Kanban views are also accessible.
The Reports dashboard in Zoho CRM provides a complete and useful list of records from several modules. You may utilize the pre-built reports or edit them to meet your specific needs.
The Analytics dashboard in Zoho CRM offers you a quick snapshot of your company’s real-time analytics, such as current revenue, transaction count, and lead generation goal. It displays comparisons, trends, and patterns in your CRM data in a visual format.
The Items dashboard in Zoho CRM helps you to manage the products and services that your organization sells or procures. You may keep track of product information such the name, manufacturer, reseller, category, start and finish dates for sales, and price.
You can generate and deliver sales quotations to your clients using the Quotes dashboard in Zoho CRM. Products, quantity, pricing, and quotation validity are all information that may be included to quotes.
After you’ve set up your CRM and imported your data, the following step is to acquaint yourself with the modules you’ll be utilizing on a regular basis. Leads, Contacts, Accounts, Deals, Activities, Reports, Analytics, Products, and Quotes are just a few examples. These modules may be found in the top navigation bar. With a simple click, you may also switch between them.
5. Integrate Third-party & Marketplace Tools
The Marketplace for Zoho CRM integrations
By connecting Zoho CRM with third-party applications and tools, you may expand its capabilities and features. Its integration Marketplace has a large library of compatible applications for marketing, customer support, sales, business, collaboration, phone, analytics, and inventory, among other areas. These integrations’ details, consumer reviews, and ratings are also available.
More information on Zoho CRM’s WooCommerce integration can be found here.
To begin an integration, go to the Marketplace and choose a third-party app. You’ll be sent to a page with an overview of the advantages and major features of that specific integration, as well as a link to an article that explains how to do it. Follow the steps outlined in the “Getting Started” section of this page.
6. Establish Workflows
Workflow automation in Zoho CRM
Workflows are the actions and duties you wish to do when a lead or transaction has been created. Using automated processes to do repeated activities saves you time and effort. You may create a process that sends a follow-up email once a new deal stage is achieved, for example. This is applicable to leads, deals, and tasks.
Using Zoho CRM to create an automated process
To establish an automated workflow, go to the Automation panel and select the “Workflow Rules” link. You have the option of selecting an existing rule or creating a new one. Select your selected module from the drop-down and give it a name before going on to the next stage after clicking the “Create Rule” button. When you’re finished, choose the actions you want the process to execute and click “Save.”
7. User Additions
In Zoho CRM, you may create a new user.
The last step in setting up your Zoho CRM account is to add new sales team members to your user list. Under the Users & Control panel, locate the “Users” link and choose the blue “New User” option. Fill in the required information and hit “Save.”
In order to access your sales organization from the CRM, new users will get an email urging them to finish their account setup.
Alternatives to Zoho CRM
You may also read our post on the 6 Best Free CRM Software to find other free CRM choices that best suit your company’s requirements.
Conclusion
Despite its complex capabilities, like as lead and deal management, social media integration, and automated workflows, Zoho CRM is a simple to learn and use CRM system. It offers both free and low-cost premium programs. Take advantage of Zoho CRM’s free 15-day trial to see whether it’s the perfect platform for your company.
Zoho CRM is a cloud-based customer relationship management system. This article will teach you how to set up and use Zoho CRM in 7 easy steps. Reference: zoho crm training.
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