Zoho CRM

Zoho CRM

Home

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This is the main page of the website of ZOHO CRM

Leads

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"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.

Accounts

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"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

Contacts

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"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.

Potentials

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"Potentials are the business deals with organizations or people that generate revenue for your organization."It facilitates close more potentials.

Campaigns

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"Campaigns are marketing process which is planned, executed, distributed and analyzed."This helps to plan campaigns

Reports

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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.

Dashboards

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"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

Forecasts

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"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.

Cases

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"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.

Activities

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"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.

Solutions

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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