How to use Zoho CRM

How to use Zoho CRM

CRM, which stands for Customer Relationship Management refers to a technology that allows businesses of all sizes to organize, automate, and synchronize every aspect of customer interaction. Examples of CRM systems include marketing, sales, customer service, and support. If you've been blessed with a flood of new business but are struggling to keep up, CRM, I bet should be considered.

When it comes to managing your expanding business, you require software that goes beyond the capabilities of an Excel spreadsheet.

While many companies consider CRM software to be primarily a sales tool, many systems now provide much more. Although most CRM systems include all of the essentials, it is pertinent to note that one can go above and beyond by utilizing additional integrated features. A CRM with integrated marketing, for example, permits one to segment one’s customer base, send email campaigns, and track respective engagement. With an integrated customer service app, one is guaranteed to manage customer support directly from the CRM and have every detail of customer records synchronized. 

Some CRM systems provide far more specialized integrations, such as project management, which could help keep all communication and activities in one place.

In this article, I would be sharing with you one of the unique CRM software for your information, brought to you by The Watchtower - Web Design Agency Dubai, and I hope you find this read-worthy of your time.

The Zoho CRM, which is part of the Zoho suite of business management tools, is one of the larger organizations in the CRM market. The focus is on usability, with companies of all sizes in mind. It integrates with a wide range of third-party applications, in addition to the other Zoho products. 

Zoho CRM is a full-featured customer relationship management system for small businesses that includes robust contact and deal management functionality, as well as inventory, proposals, and order management. Signing up for a plan, configuring the tool for data and your process, then integrating it with other programs are all required to get started with Zoho.

Below are steps to using the Zoho CRM

1. Select your Zoho Plan

This plan provides Web forms, contact and deal management for up to three users, and basic reporting. This allows you to connect your social media accounts and gain access to the Zoho suite of productivity software, which includes document creation, email, and cloud storage.


The Standard plan which comes at a USD 12.00 monthly charge per person is a good option for small businesses that use social media to market and generate leads.


This plan includes advanced features such as unlimited custom reporting, lead assignment rules, and the Sales Signals feature, which sends real-time notifications of social media, customer, and website activity.

2. Configure settings

This entails configuring custom fields, deal and pipeline stages, scoring rules, and reporting, as well as all of the main modules and system-wide settings.

 3. Import your information into Zoho

This step will be to transfer your existing contact data into Zoho. In this phase, there are 3 modes to how this can be done, which are:

  • Importing Data from Spreadsheets.
  • Import using other software.
  • Migrate data from another CRM.

4. Familiarize yourself with Zoho's CRM Layout.

Zoho makes it easy to find the information one needs with a navigation bar at the top and access to each area of the CRM. Once one has gotten acquainted with the layout, it would be easier to navigate your pointers below:

  •  Leads Module.
  • Accounts Module.
  • Contacts Module.
  • Deals Module.
  • Activity Module.
  • Dashboard & Analytics.

5. Third-party and Marketplace tools should be integrated

The functionality of the Zoho CRM can be expanded through a robust library of integrations, which includes email, social media, third-party marketing tools, and the Zoho software suite as a whole. Zoho refers to its integration library as Marketplace, which includes to Search and filter tools to help you find the apps one needs quickly.

6. Make a Workflow

The Zoho CRM affords one to create automated workflows that save time and effort on tasks repeated. For instance, one may create a workflow that sends a notification and follow-up email every time a certain deal stage is reached. one could also create several different types of workflows ranging from leads, deals, to tasks. These workflows automate processes related to new leads, deals, and tasks that you are responsible for.

7. Users can be added

Well, that's all. After you've finished configuring and setting up, you can add the rest of your team. To add more team members, go to the Setup panel and click on “Users” under “Users and Control.” 

For more details on how to use the Zoho CRM, Website development, Digital Marketing, and SEO, you can always trust The Watchtower, the best and award-winning Website Development Company, Dubai.


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