por Baraa Muhammed hace 12 años
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"Solutions are the resources within the organization that enables solving repetitive problems encountered by customers"
This option facilitates providing case solutions
"Activities are a list or register of tasks, events, and calls associated to the CRM records pertaining to different modules."
This option enable us to track our every day activities.
"Cases are feedback received from the customers on various issues pertaining to the use of your products or services."
Through this option we can record customer cases.
"Forecasts are factual insight for tracking and fine-tuning the sales process in your organization."
Forcasts can lead to the increase of sales if it is implementing correctly.
"A dashboard is a visual display of the most important information needed to achieve one or more objectives; consolidated and arranged on a single screen so the information can be monitored at a glance."
Zoho CRM offers a list of dasboards items: Lead Dashboards, Account and Contact Dashboards, Potential Dashboards, Campaign Dashboards, Case and Solution Dashboards, Product Dashboards and Inventory Dashboards
This option helps to write reports about Account and Contact, Potential, Lead, Activity, Campaign, Case and Solution, Forecast, Product, Vendor, Quote, Sales Order, Purchase Order, Invoice.
"Campaigns are marketing process which is planned, executed, distributed and analyzed."
This helps to plan campaigns
"Potentials are the business deals with organizations or people that generate revenue for your organization."
It facilitates close more potentials.
"Contacts are the people in a company with whom you communicate and interact in pursuit of a business opportunity."
This service will help the user to maintain contacts.
It has two options: creating contacts or imorting existing ones.
"Accounts are companies or department within in a company, with which you make business dealings."
It has two options: either creating new or importing exisiting ones.
It helps makeing deals with accounts
"Leads are the individuals or representatives of organizations who show interest in your products or services."
It has two options: either create new Lead or Import existing ones.
This is the main page of the website of ZOHO CRM
