Zoho CRM
Accounts dashboard in Zoho CRM
Outcome: The objective of this document is to outline the design and implementation of an Accounts Dashboard in Zoho CRM to provide real-time insights into account management, financial tracking, and business performance. The dashboard will enhance ...
Contact Dashboard in CRM
Outcome: The objective of this document is to outline the design and implementation of a Contact Dashboard in Zoho CRM to provide real-time insights into contact management, interaction tracking, and engagement levels. The dashboard will improve ...
Leads Dashboard in CRM
Outcome: The objective of this document is to outline the design and implementation of a Leads Dashboard in Zoho CRM to provide real-time insights into lead generation, tracking, and conversions. The dashboard will enhance lead management, improve ...
Integrating social media to Zoho CRM
Outcome: The objective of this document is to outline the design and implementation of Social Media Integration with Zoho CRM to enable real-time tracking of customer interactions, lead generation, sentiment analysis, and engagement monitoring across ...
Lead conversion workflow in Zoho CRM
Outcome: The outcome of this use case is to setup the workflow rules for lead conversion Use case Implementation Steps: Implementation Stage 1: Qualified leads will assign to sales Rep/Lead owner once the leads is qualified, they will automatically ...
User Roles & Permissions Configuration in Zoho CRM
Outcome: Implement a well-defined roles and permissions structure. Enable secure, role-based access to CRM data. Ensure compliance with organizational data access policies. Enhance productivity by granting appropriate access levels to users. Use case ...