Outcome:

An optimised Product Module in Zoho CRM that aligns with the client’s sales and inventory process, enabling efficient product management, pricing control, stock tracking, and reporting.

• Use Case Implementation Steps:  

Implementation Stage 1: Configure Product Module Settings  

Description: Access the Zoho CRM client account and navigate to the Product module to initiate setup.

Steps:  

1. Log in to the Zoho CRM client account with administrator privileges.

2. Navigate to Setup > Customization > Modules and Fields > Products.

3. Enable necessary features such as:

• Product categorization.

• Pricing details.

• Stock tracking and reorder levels.

4. Save the configuration settings.

Input:

• Client’s CRM administrator access.

• Product module configuration options.

Output:

• Access to module customization settings.

• Confirmation of module readiness.

Implementation Stage 2: Customize Product Layout and Fields  

Description: Modify the Product module layout based on client-specific inventory and pricing requirements.

Steps:  

1. Navigate to Setup > Customization > Modules and Fields > Products.

2. Drag and drop required fields into the product layout.

3. Define properties for each custom field (e.g., mandatory, data type, default values).

4. Remove redundant fields using the trash icon.

5. Save changes and test field alignment.

Input:

• Client’s inventory management workflow.

• Field properties (data type, mandatory fields, etc.).

Output:

• Optimized product form layout with relevant fields.

• Improved product data accuracy and completeness.

Implementation Stage 3: Set User Roles and Permissions  

Description: Define user roles and permissions to ensure secure product data management.

Steps:  

1. Navigate to Setup > Users & Control > Roles and Permissions.

2. Assign viewing, editing, and deletion rights based on job roles.

3. Customize role-specific access to product categories, pricing, and stock levels.

4. Implement field-level security where needed.

Input:

• Organizational role hierarchy and responsibilities.

• Data access control policies.

Output:

• Configured user roles and permissions.

• Enhanced data security with controlled access.

Implementation Stage 4: Automate Product Workflows  

Description: Automate product updates, stock alerts, and notifications.

Steps:  

1. Navigate to Setup > Automation > Workflow Rules.

2. Define triggers (e.g., “Stock quantity falls below threshold” triggers an alert).

3. Set up actions (e.g., send reorder notifications, update stock levels, assign follow-up tasks).

4. Test workflow execution.

Input:

• Business rules for product management.

• Workflow conditions and automation requirements.

Output:

• Automated stock tracking and alerts.

• Improved efficiency in product management.

Implementation Stage 5: Test and Validate Configuration  

Description: Verify module functionality through testing.

Steps:  

1. Create sample product records and test custom fields.

2. Validate workflows for stock alerts and updates.

3. Ensure user permissions align with role-based access control.

4. Identify and resolve any configuration issues.

Input:

• Test scenarios and sample data.

Output:

• Validated product module functionality.

• Issue resolution documentation.

Implementation Stage 6: Deploy the Product Module  

Description: Finalize and deploy the Product Module for live operations.

Steps:  

1. Review all configurations and finalise changes.

2. Inform the client team about new module features and workflows.

3. Monitor performance and address user concerns post-deployment.

Input:

• Client approval and feedback.

• Deployment readiness checklist.

Output:

• Fully deployed Product Module for live use.

• Active product inventory management functionality.

• Target Audience:  

Products:  

The Products Module helps streamline inventory tracking, link products to deals, quotes, and invoices, and ensures smooth sales operations. Our products and services can be manually added, imported in bulk, or synced from external systems for efficient management.

• Users:  

• Sales Teams: Manage product pricing and sales data.

• Inventory Managers: Track stock levels and availability.

• Administrators: Configure and maintain the Product Module.

• Marketing Teams: Use product data for campaigns and promotions.

Creating a Product Module in Zoho CRM  

Step 1: Accessing Module Customization  

1. Log in to Zoho CRM using administrator credentials.

2. Click on the Settings (gear icon) in the top-right corner.

3. Navigate to Customization > Modules and Fields.

4. Click Create New Module (if a new product module is required) or customize the existing Products module.

Step 2: Configuring the Product Module  

1. Enter Module Name: Type "Products" or a custom name if needed.

2. Define Plural Name: Example - "Products".

3. Select a Module Icon for easy identification.

4. Click Create to proceed.

• Additional Steps & Questions:  

Create a Test Product  

Steps:

1. Navigate to the Products module.

2. Click on 'Create Product'.

3. Fill in necessary details (Product Name, SKU, Price, Description, Stock Quantity, etc.).

4. Click Save.

Expected Outcome:

• A new product record is created and visible in the Products module.

Check for Different Ways of Creating Products/Importing Products  

Products can be:

• Manually created through the Product form.

• Imported via CSV files.

• Synchronized from an inventory or e-commerce platform (e.g., Zoho Inventory, Shopify, etc.).

Once the Product is Created, Where and How Will It Reflect?  

• The product will be stored in the Products module.

• It will be accessible in Deals, Quotes, Invoices, and Sales Orders where applicable.

• Product information can be viewed in dashboards and reports based on user permissions.

Is There a Limitation for Creating Products?  

• Zoho CRM has limitations based on the edition (Free vs. Paid).

• The number of products you can create depends on your subscription plan.

Is There Any Product Reports That We Can Create?  

Yes, Zoho CRM allows the creation of various Product Reports, such as:

• Product Sales Reports – Track the sales performance of products.

• Stock Availability Reports – Monitor stock levels for inventory management.

• Product Revenue Reports – Analyze which products generate the most revenue.

• Time Taken for Implementation  

15 – 20 minutes

• Flow Chart:

• Tool Permission Required:

      Zoho CRM

• Link Required:

      Flow Chart