Zoho CRM Implementation Guide for Small and Medium Businesses

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This guide by Zoho helps those responsible for administering the CRM system in their organization or migrating from another CRM to Zoho CRM.

Businesses are classified as small and medium-sized based on their number of employees and the turnover per year. In such organizations, the business plan is mostly growth-centric, as they continuously try new ways to engage with their customers and align their sales strategies to bring out the best. Using a software can help them run the business effortlessly, however implementing a new software into an ever-changing, growing ecosystem has its set of challenges.

Here is the table of contents for this guide:

  • Introduction
  • Implementation Strategy
  • Implementation Plan
    • Define Business goals
    • Document, analyze, and map your business processes
    • Identify the key players who will help you understand every aspect of your business
  • Start Implementing Zoho CRM
    • Set up basic organization details
    • Customize the account and set up basic modules
    • Identify users who will access CRM and set their roles and profiles
      • Identify Users
      • Create Roles
      • Create Profiles
    • Add users and invite them to CRM
    • Enable data security
    • Establish data visibility and accessibility rules
    • Set up email integration and lead generation processes
    • Establish basic automation processes
    • Bring data into Zoho CRM
    • Determine the business metrics you want to see

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