Comment utiliser Zoho CRM?

Comment utiliser Zoho CRM en 6 étapes?

1. Choisissez votre plan. Versions de Zoho CRM (prix des licences):
2. Configurez vos paramètres.
3. Importez vos données dans Zoho.
4. Familiarisez-vous avec la mise en page de Zoho CRM. Accueil de Zoho CRM.
5. Intégration des outils tiers et du marché
6. Créer des workflows.
7. Pour conclure.

Pourquoi la mise en place d’un CRM?

Mettre en place un CRM, c’est profiter d’un outil efficace pour piloter son activité au quotidien, perfectionner sa production et développer son chiffre d’affaires. Pour ce faire, le CRM vous permet de centraliser l’ensemble des données clients et d’en faciliter l’analyse grâce à des indicateurs de performance.

What are CRM functions in Zoho CRM?

Zoho CRM Functions help you to update the data in related CRM modules or third-party applications by executing simple program scripts. Set up Functions such that when it matches the certain criteria, the CRM automatically triggers the function and updates the CRM records.

What is workflow engine in Zoho CRM?

Zoho CRM Functions help you to update the data in related CRM modules or third-party applications by executing simple program scripts. When a record matches the workflow criteria, workflow engine automatically triggers the function and update the CRM records.

What is Deluge in Zoho CRM?

It is a cloud computing execution model in which the cloud provider dynamically manages the allocation of machine resources. Zoho CRM provides options for the customer to write their own functions using Deluge script and run their code ( proprietary within Zoho CRM ) without worrying about deploying their code in servers.

What is the difference between canvas and Zoho CRM?

Zoho CRM brings the best of general-purpose solutions and vertical solutions under one roof. With Canvas, we’re empowering you to redesign the user interface of the CRM, and create a personalized instance that meets your specific requirements and preferences. You can do this without writing a single line of code