Zoho CRM Onboarding Guide

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This guide by Zoho is a must-read if you are new to Zoho CRM and looking to do the onboarding process yourself.  There are many things to consider before and after setting up your CRM.  To save yourself a lot of painstaking time later, read this guide first before getting started.

However, if you think that CRM is only a piece of software, you might be mistaken. Customer Relationship Management is essentially a concept which has existed for decades now, perhaps ever since the barter system (The Nuts and Bolts of CRM,2005). It is the way good businesses manage their customers, and to do so, you need to perform various activities right from identifying prospects and following up with them, to closing deals and establishing long-lasting customer relationships. To execute these tasks, businesses in the past have used tools such as spreadsheets and notes, but when a business scales up these manual tools can be inefficient or even get in the way.

The following topics are covered:

  • Welcome aboard!
  • It’s okay to be confused!
  • Your tasks to do BEFORE getting data into CRM
  • Top methods to import data into CRM
  • Your tasks AFTER getting data into CRM

Not finding what you are looking for in regards to Developer for Zoho CRM? Drop us a line and we would be happy to see what we can do to fill that gap!

For more guides on Zoho CRM Click Here.

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Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Senior Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.