Using the Zoho CRM connector, Zoho DataPrep enables you to seamlessly import sales data from Zoho CRM. You can do data cleansing, data migration, and data backup on your sales data by importing it from CRM using the connector. Let’s follow us to find out how to use Zoho CRM software in this post!
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How to use Zoho CRM software?
Open a Zoho CRM account
Making a Zoho CRM account is the first step in learning about its features. Create your login credentials from the “Get Started” page on the Zoho website. These credentials should include your name, email address, and password. Additionally, you can register using your Google or LinkedIn accounts.
You’ll be directed to the welcome screen after your account is created and verified with a confirmation email. For the Enterprise plan, you have the option of either choosing a plan right away or starting with a 15-day free trial. You can choose how many people you want to add when upgrading to a regular paid plan or the free-forever edition. Then you’ll check out and pay (if necessary for your chosen plan).
Administrator Individual Preferences
You are referred to be the system Administrator, or Admin because you were the CRM’s first developer and user. With this position, you can add and remove users and manage their permission levels, making you the manager of all other users’ settings. You, the Admin, are in charge of creating settings that meet your requirements.
Institutional Environments
Create your genuine company profile after your personal preferences are in place. Look for the Company Details in the General column of the Settings menu. Start entering information about your company, the fiscal year, the hours of operation, and the accepted currencies from there.
Adapt the CRM system
The most crucial step in learning how to utilize Zoho CRM is probably building all of the modules, fields, templates, pipelines, and views you’ll use in Zoho. Create those modules and modify their elements based on your particular business practices and preferences as the administrator. You’ll need to work with the following primary customization categories when you choose Setup Customization.
Fields & Modules
“Modules” are how Zoho CRM’s functionalities and related data are organized. Users can work together and communicate the status of sales possibilities, marketing campaigns, and customer support initiatives using modules.
Leads, Accounts, and Contacts are a few of the preconfigured modules that Zoho by default provides and that you can easily update. Additionally, you have the option of starting over. By choosing the module you want to alter or clicking “+ New Module” on the Modules and Fields customization page, you can begin the module modification process.
Data columns for the kinds of information you wish to gather, such as email addresses, phone numbers, currencies, and dates, can be added during this phase. Editing data field attributes that affect how the data is gathered, such as using single-line formats, check boxes or alternatives for multi-select data fields, is also part of this process. Additionally, you may change the permissions inside each module to control who has access to the data.
Pipelines
Using a CRM system requires you to manage your sales or operational pipelines. These are the actions required to finish a workflow or close a deal, and they will be utilized for deals module progress tracking and reporting.
Click “New Pipeline” on the Setup Customization Pipelines page.
Add the pipeline’s name, the layout you choose, and the steps of your sales process after that. Once the steps are defined, you can change their sequence. You can also provide the likelihood of stage conversions for later use in sales forecasting. When everything is ready, click Done to make the pipeline available to anybody with access to your deal module.
Templates
You can create and store email, purchase orders, invoices, quote, and mail merge templates with Zoho CRM. The idea is that users can insert information pertinent to that opportunity on something reusable and still maintain a personal touch rather than going through the tiresome process of producing a document or message each time a chance presents itself.
From the Setup Customization Templates tab, where you choose Email, Inventory, or Mail Merge, you can customize all types of templates. For each kind, you have the option of starting from scratch or using a premade template from the Zoho collection.
Create a Custom Home Page
Your home page, which offers a “quick glimpse” into the CRM software and sales activity, will be the first thing you see when you log in your Zoho CRM account. It may be customized via Setup Customization Customize Home Page, just as other CRM features. Depending on the user, you can move between different home pages, each of which can be one of three types: Classic View, User Home Page, or Manager View.
Integrate Third-Party Programs
Users have the ability to link Zoho CRM with their preferred third-party programs as well as other native programs, in addition to the built-in capabilities and custom modules offered by Zoho. By doing this, you may extend the capability of your CRM and sync data between programs, saving you from having to enter the same data multiple times.
Including applications from Zoho
From Setup Marketplace Zoho, you can choose which Zoho-created applications you want to add to the CRM. Choose the precise software you wish to add from there, click Get Started, and then adhere to the prompts on the screen. Customers of Zoho’s CRM can choose from a plethora of applications.
Including Outside Applications
You get functionality and data synchronization with applications not made by Zoho thanks to integration with third-party software. Users of Zoho can combine their accounts with websites, social media networks, and other CRMs like HubSpot and Salesforce in addition to Google and Microsoft office suites. The integration procedure varies for each application.
The Setup Marketplace page enables numerous external integrations, like the Microsoft Outlook plug-in. Browse the Zoho apps you want, then adhere to their particular step-by-step instructions.
Data Import and Add
Start making your CRM system operational once it has been properly built and you have fully integrated all the add-ons, extensions, and applications you wish to add. You must do this by importing or adding data that you have already gathered and may have saved in a different data system.
Go to Setup Data Administration Import to import data from a spreadsheet file or another CRM system, such as Salesforce, HubSpot, or Insightly. Choose the file or other CRM you want to migrate from and then follow the on-screen instructions. All of your leads, contacts, deals and activity from other systems will be added to Zoho once everything is finished.
