Zoho CRM Implementation Guide

Thank you for selecting Zoho CRM for your organization wide Customer Relationship Management.

The Zoho CRM is built on the second generation, state-of-the-art Internet & Web 2.0 architecture, scales with your organization wide CRM requirements grows. You can use Zoho CRM in case you are:

• Just started the business and would like to leverage all the available best practices of the business process

Who can use this Guide?

This is guide for System Administrator or Power Users of the Zoho CRM system in an organization

In case your business process has unique & specialize requirements, don't hesitate to contact us at info@zohocrm.com to get a complete visibility on the product/service that we offer to you. Our dedicated Implementation/Support team can help you during evaluation phase.

The Zoho CRM is is available as On-demand hosted service as well as packaged software that can be installed in-house. With the hosted Zoho CRM service your data is stored in a safe, tamper proof, highly secured, and state-of-the-art data Center. You can access your customized CRM system anywhere via Internet. In case your organization is fully equipped with the necessary IT infrastructure (Internet, Hosting, Backup, and Security) you can start using the packaged version of Zoho CRM and install the product in your own environment.

Zoho CRM includes the following modules:

• Lead Management
• Account & Contact Management
• Opportunity Management
• Campaign Management
• Cases
• Solutions
• Products & Price books
• Vendors
• Sales Quotes
• Order Management
• Invoices
• Activity and Task Management
• Notes and Attachments
• Reports & Dashboards
• Microsoft Outlook Plugin

Zoho CRM Implementation Phases:

1. Planning

2. Proto-type your CRM system -

3. System Customization/Integration

4. Test drive with Power users

5. Roll-out the CRM system

1. Planning

It is assumed that you have Marketing, Sales, and Customer Support & Service processes.

3. System Customization/Development

Step 1: Add Users

1. Sign up with Zoho CRM service at www.zohocrm.com.

2. Add few users in Zoho CRM so that you can gain access to all the multi-user functions such as, users' security management, data import utilities and others. You can add the first user from:

Settings -->Admin Settings -->Add User

You can add additional users,

Settings -->Admin Settings -->Users -->Create New User

You can also add your company details,

Settings -->Admin Settings -->Company Information

In company information page, specify the company details, currency type, time zone, preferred language, and other details.

Step 2: Customize modules and fields

By default, some of the generic CRM-specific fields are provided in user interface. As a first step, browse through all the modules and various fields in each module. As per your Sales, Marketing, and Support processes come up with a list of modules and fields that need to be enabled/disabled. Once you are finalized your business process customize the fields and module names as per your requirements.

As part of the customization you can add new fields, remove some of the fields, Add/Modify/delete the drop-down list values, change the order of fields in page layout, change the related list order detail view, and rename the tabs as per your industry requirements.

Step 3: Set up Access Control Lists (Roles)

After customization of the modules, you can create roles and associate them to users so that they can access modules/functions/fields according to their privilege.

Create roles and enable/disable modules/functions/fields as per

Now browse the Customization section in Setup and add/remove fields. You can also

Rename modules as per your industry terminology

Customize the module screens as per your CRM process

Import your own data

Add users and test the multiple users aspect

Wish you a better customer relationships.