Understanding Zoho CRM
Supported Languages
Zoho CRM is available in 25 languages. You can select the language that you require by navigating to Setup > General > Personal Settings in your CRM. In the section Locale Information, click the edit icon. Choose the language that you wish to use from the list in the Language option.
Currently, the supported languages in Zoho CRM are:
|
|
Terminologies
In any business environment, there are terms such as Leads, Deals, Campaigns, Invoices, etc. Following are the list of such terms and their definitions as used in Zoho CRM. You can refer to more such terms in the Zoho CRM's Glossary.
| Leads | Accounts |
| Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other marketing campaigns. A lead goes through the follow-up process by sales reps and when qualified, they're converted into an account, contact and deal (opportunity) in Zoho CRM. | Accounts are the companies or departments within a company with which you have business dealings. In Zoho CRM, single or multiple contacts can be associated to an account. In a typical B2B scenario (one business selling products or services to another business) accounts play a major role in keeping track of the important company information. |
| Contacts | Deals |
| Contacts are the people in an organization with whom your company has business communications in pursuit of business opportunities. Some of these contacts may belong to different departments in a company or multiple contacts of the same company. CRM contacts are typically converted from qualified leads, imported from an existing list or added individually based on the business relationship with the associated company. | Deals are the business deals with organizations (B2B) or with people (B2C), which generate real revenue for your organization. It evolves through different sales stages such as Prospecting, Qualification, Needs Analysis, Value Proposition etc. before it is actually a deal, lost or won. Leads that show interest in your business can be directly converted to opportunities that represent potential sale. |
| Forecasts | Campaigns |
| Forecasts are the factual insights needed for making smart business decisions and anticipating future sales. They provide a personalized view of your real time business for tracking and fine-tuning the sales process in your organization. | Campaigns in Zoho CRM, provides a platform to organize and record the overall cost for marketing campaigns. It helps in marking the various stages, importing targeted contacts, associating all the tasks, events, and calls related to the campaign. Also, it gives a detailed view of all marketing campaigns an individual customer has been a part of. |
| Price Books | Vendors |
| Price Books are the agreed price for selling a product to a customer. Based on the agreed terms, the prices can even vary for different customers. The unit price which is the price fixed by the manufacturer for the product and the list price which is the sellers' price can be quoted in the price books. Additionally, the discount ranges can be defined. | Vendors are the companies, individuals or contractors from whom your organization procures products and services. The vendor details stored in Zoho CRM can provide better visibility on the vendors or suppliers for the future procurement of products. |
| Quotes | Sales Orders |
| Quotes are legal agreements between customers and vendors to deliver the requested product within the specified time at the agreed price. A quote can be converted into a Sales Order or Invoice with a single click. Templates can also be created based on the quote details and can be sent to the customer. | Sales Orders are the confirmation of sales generated after the customer sends a purchase order based on your quotes. A quote can be converted into a Sales Order with a single click. |
| Purchase Orders | Invoices |
| Purchase Orders are legally bound order-placement documents for procuring products or services from vendors. Each product can have a different reorder level to trigger the creation of a new purchase order. | Invoices are bills issued by the vendor to the customers along with the goods or services with the purpose of receiving payments. A quote can be converted into a Sales Order or Invoice with a single click. |
| Module | Record |
| In Zoho CRM, data is categorized into groups or divisions based on similarity. Each division that has similar data is called a "module". For example Leads is a module that contains all your business leads' details. Contacts, Accounts, Deals, Quotes etc are other examples of modules. In Zoho CRM, modules are of two major kinds - default modules and custom (or user-generated) modules. |
"Record" is the generic name given to any entry made in a module. For example, if there are ten leads in the Leads module, each lead is a record. If there are 10 contacts in the Contacts module, each contact is a record and so on. |
Screen Tour
Home Tab
When you open your Zoho CRM account, the first screen that you see is the home page. Here, you can take a quick glance at the progress of your CRM activities. It is a dashboard that contains components from different modules, and you can customize the home tab by specifying which component to include.
- List of modules.
- Icons for Search, Feeds notifications, adding records, Zoho CRM calendar, MailMagnet, Setup.
- Components in the customized view.
- CRM footer with Ask Zia, Gamescope, Sticky notes, Zia notifications Activity Reminders and Recent Items icons.
Module View
- List Views.
- Different types of Views - List, Kanban and Canvas.
- More options - Mass actions, Autoresponders, etc. based on the module.
- Advanced Filters.
- List of records in the selected module.
Record View
- Info, Timeline and Data Privacy(when GDPR Compliance settings is enabled).
- Related Lists short cut.
- Related lists in detail.
- Option to view the all the information.
- Business card view.
- Options to perform on the record - sending email, converting lead, editing, etc.
Setup Page
You can configure the settings of your CRM account by clicking on the Setup icon present in the header tab. Zoho CRM contains setup options for configuring General settings, Users and Control, Channels, Customization, Automation, Data Administration, Marketplace, and Developer Space. To begin with, you can configure the General settings initially, that will allow you to fill in your personal details and your company's details. Navigate to Setup > General to access the General settings.
Grouping CRM Modules
Zoho CRM is designed to automate your business process and build better relationships with your customers. It helps you to get an insight into the behavior of the customers and modify the business operations to ensure that customers are served in the best possible way.
Sales Force Automation
The Sales Force Automation solution helps you to track leads, prospects, business opportunities and close more deals in less time. Additionally, you can effectively use the existing customer data for future up-selling and cross-selling opportunities.
Related Links:Lead Management | Account Management | Contact Management | Deal Management | Sales Forecasts
Marketing Automation
With marketing automation, you can effectively plan marketing activities to improve the process of quality lead generation. You can also measure the performance and effectiveness (ROI) of campaigns.
Related Links:Campaign Management
Inventory Management
Zoho CRM's Inventory Management helps you to achieve the seamless integration between pre-sales and post-sales activities in a single application. In addition, you can also track procurement of goods or services from the preferred list of vendors.
Related Links:Products Catalog | Vendor Management | Sales Quotes | Purchase Order | Sales Orders | Invoice Management | Price Books Management
Data Analytics
The Reports & Dashboards functionality helps you to visualize the sales pipeline, business performance, trends and schedule reports to the specified users including non-Zoho CRM users. Additionally, you can share reports and dashboards with colleagues.
Related Links: Reports | Dashboards
Activities
You can keep all business related activities organized with the help of the Tasks, Events, and Call logs in Zoho CRM. Setting reminders, recurring tasks & events, and sharing them with others is easy with this functionality.
Related Links: Task Management | Event Management | Log Calls
Customer Support
The Cases and Solutions functionality empowers you to streamline the organization-wide Customer Support process and enables a better integration between Sales & Customer Support processes in a single system.
Related Links:Case Management | Solution Management
Related Articles
Python SDK - An Overview
Python SDK offers a way to create client python applications that can be integrated with Zoho CRM. This SDK makes the access and use of necessary CRM APIs with ease. In other words, it serves as a wrapper for the REST APIs, making it easier to use ...Understanding Email Bounces
Frequently Asked Questions... What are bounces? Why has my email bounced? What is a hard bounce? What is a soft bounce? Will soft bounced emails be blocked permanently? A valid email address has been marked as hard bounced. Why? Can I unblock a ...Understanding Roles in Zoho Projects
Key User Roles and Access Privileges for a Portal The key roles and access privileges in Zoho Projects are as follows: Portal Owner Portal Owner (Administrator) is the one who has all the privileges of an administrator. Additionally a portal owner ...Zoho CRM - Getting Started
Chapter 2: Getting Started Before you start using the Zoho CRM, ensure that you have: Web browser running on your computer JavaScript and cookies support enabled in your web browser Internet/Network access to Zoho CRM service Web browser running on ...Zoho CRM For Gmail & Inbox
ZOHO CRM Features Pricing Customers Resources Developers Resources CRM Setup Using Zoho CRM Integrations Developer Guide Zoho CRM for Gmail & Inbox Table of Contents... Installing the Extension Authenticating the Extension Understanding the ...