• Zoho Store : The Zoho Partner Store is a secure platform where partners can manage customer orders and subscriptions with ease. Using your Zoho account, you can access tools to add new customers, manage paid plans, and handle upgrades or cancellations. It also provides detailed reports on sales, revenue trends, and commissions, helping partners grow their business efficiently while ensuring secure transactions.
  

• Zoho Sites: Zoho Sites is an intuitive website builder that allows you to create professional, mobile-friendly websites without any coding knowledge. It offers customizable templates, drag-and-drop functionality, and seamless integrations with other Zoho apps, making it ideal for businesses looking to establish a strong online presence quickly and efficiently.

• Outcome:

The outcome of this use case is streamlined customer onboarding and lead management for Zoho partners. Customers signing up through the partner’s website are automatically linked to the partner account, ensuring future transactions contribute to partner commissions.

It also enhances operational efficiency by pushing sign-ups directly into the CRM as leads, simplifying follow-ups. Additionally, the ability to redirect customers to the partner's website after sign-up boosts brand engagement and improves the customer experience.

• Use case Implementation Steps:

Implementation Stage 1: Choose Sign-Up Code
Description: Navigate to the Customers tab and select "Sign Up Code" to view available sign-up URLs for all Zoho services.
Input:

• Partner Store interface.

• Sign-Up Code section.
  Output:

• List of sign-up URLs for all Zoho services.

• Selection of preferred language for sign-up URLs.

Implementation Stage 2: Configure Return URL
Description: Set up a return URL to redirect customers to your website after they sign up for a Zoho service.
Input:

• Return URL configuration option.

• URL of your website.
  Output:

• Successfully configured return URL for Zoho services.

Implementation Stage 3: Customize Sign-Up Boxes
Description: Customize the appearance of the sign-up box by adding custom CSS.
Input:

• Click on the Add/Edit Custom CSS button.

• Provide your CSS URL.
  Output:

• Custom CSS successfully added to sign-up boxes.

Implementation Stage 4: Integrate with CRM Lead Module
Description: Push customer sign-up data into your CRM's Lead module for better management and follow-up.
Input:

• Click on CRM Lead Push.

• Enter CRM email ID.
  Output:

• Request link received to create an auth token.

Implementation Stage 5: Configure Lead Module in Zoho CRM
Description: Ensure that the necessary fields are configured in the Leads module to properly capture lead information.
Input:

• Fields: Last Name, Company Name, Description, Email, Phone, Mail Country, Zoho Service.
  Output:

• Fields successfully configured in the CRM Leads module to capture all customer details.

Implementation Stage 6:Embed Sign-Up Links into Zoho Sites
Description: Add the Zoho sign-up links to your Zoho Sites pages to enable customers to register directly from your website.
Input:

• Zoho Sites editor.

• Zoho sign-up URLs.
  Output:

• Sign-up links embedded into Zoho Sites.

• Sign-up functionality live on the website.

• Why We Integrate:

Integrating the Zoho sign-up link with your website streamlines the registration process for customers, allowing them to sign up for Zoho services directly from your site without being redirected to Zoho.com. This enhances user experience by providing a seamless and convenient sign-up process. Additionally, it ensures that all sign-ups are automatically linked to your partner account, so any future transactions from these customers contribute to your commissions.

The integration also allows for better lead management, as customer data can be directly pushed into your CRM's Lead module, improving follow-ups and tracking. Overall, it simplifies customer acquisition and strengthens your ability to manage and nurture leads.

• Where It Will Reflect:

• Abhyaz Website: The sign-up links will be embedded directly on Abhyaz website, allowing customers to sign up for Zoho services without leaving Abhyaz website.

• Partner Account: All customer sign-ups through your website will be automatically mapped to our partner account, ensuring that future transactions are linked to our commissions.

• CRM Lead Module: Customer data can be pushed directly into your CRM's Lead module (if configured), reflecting in our CRM for better tracking and management of new leads.

• Zoho Service: After signing up, customers will be redirected to the home page of the Zoho service they signed up for, or to Abhyaz website as per the custom return URL.