Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals smarter, better and faster. With a global network of over 250,000 businesses, Zoho CRM has been named a Leader in Gartner’s Magic Quadrant for Cloud-Based Customer Relationship Management (CRM) Software for six consecutive years. To learn more about how you can take advantage of this award-winning CRM solution, sign up for a free trial today!
If you’ve already started the Zoho CRM free trial, you’re on the right track to revolutionize how your organization handles its interactions with customers. To ensure you make the most out of this opportunity, we’ve put together a comprehensive guide that covers all the essentials for a successful trial period.
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Zoho CRM Implementation
Email us to request the Zoho CRM Implementation Guide.
In this article, we have organized resources to help you enjoy a successful Zoho CRM free trial:
1. Zoho CRM Administration
2. Sales Process in Zoho CRM
3. Marketing Process in Zoho CRM
4. Team Communication and Collaboration in Zoho CRM
5. Insights and Reports in Zoho CRM
1. Zoho CRM Administration
Begin your admin journey by discovering roles and actions in implementing Zoho CRM for your organization in the below-mentioned sections:
- >> Setup your organization account
- >> Secure your CRM account
- >> Manage users, roles and permissions
- >> Customize your account
- >> Automate your business process
- >> Manage your CRM data
- >> Manage your documents, attachments & notes
- >> Zoho CRM Mobility
2. Sales Automation in Zoho CRM
Zoho CRM is built to support your sales team by automating routine tasks and facilitating non-routine ones.
Once you started the free trial of Zoho CRM, you need to learn how to add leads, follow up with leads, close deals, how to send emails to these leads, and the list goes on. Check out the guides below on how to use Zoho CRM for sales activities:
- >> Working with Leads
- >> Creating Leads
- >> Converting Leads
- >> Standard Fields in Leads
- >> Standard Fields in Accounts
- >> Creating Accounts
- >> Managing Accounts
- >> Standard Fields in Contacts
- >> Creating Contacts
- >> Working with Contacts
- >> Working with Deals
- >> Standard Fields in Deals
- >> Creating Deals
- >> Creating and working with forecasts
- >> Working with Forecasts
- >> Forecasts Based on Role Hierarchy
- >> Creating Forecasts
- >> Standard Fields in Forecasts
- >> Notes on Action Required | Activities tab deprecation
- >> Deprecation of the Activities tab — FAQs
- >> Sales Activities – An Overview
- >> Working with Tasks
- >> Working with Meetings
- >> Logging Calls
- >> Booking appointments for services
3. Marketing Automation in Zoho CRM
Use the Zoho CRM’s Marketing Automation Tools to plan, improve, and execute marketing strategies with the help of automation tools. These guides will help you get started easily:
- >> Working with Campaigns
- >> Standard Fields in Campaigns
- >> Creating Campaigns
- >> Web Forms – An Introduction
- >> Setting up Web Forms
- >> Auto Response Rule for Web Forms
- >> Webform A/B Testing
- >> Webform Analytics
- >> Setting up an Unsubscribe Link
- >> Including Opt-in Checkbox in Web Forms for Consent
- >> Managing Autoresponders
- >> Autoresponder Scenario
4. Team Communication and Collaboration in
Zoho CRM
When starting your free trial, you don’t need to have team members take up trials from their separate account. You can use just one account to start the free trial and you can add your team members for better collaboration and team productivity. Here are some guides to help you make the most of Zoho CRM free trial for better productivity:
- >> Using Calendar in Zoho CRM
- >> Managing Calendar in Zoho CRM
- >> Setting Up Calendar Synchronization via CalDAV
- >> Calendar Synchronization via CalDAV
- >> Embed Calendar Booking
- >> Calendar Booking
- >> Configuring Motivator for Zoho CRM
- >> Motivator for Zoho CRM – Overview
- >> Remote Team Management
- >> Managing Feeds
5. Insights and Reports in Zoho CRM
To really understand if Zoho CRM is the right software for your business, you need to gain real-time insights into your business performance and key metrics during the trial period. Here is how you can create reports and get better insights:
- >> Understanding and building reports
- >> Creating Reports
- >> Working with Reports
- >> Scheduling Reports
- >> Editing Criteria Patterns in Reports
- >> Analytical Components – Overview
- >> Creating Dashboards
- >> Charts
- >> Key Performance Indicators (KPIs)
- >> Comparators
- >> Anomaly Detector
- >> Target Meter
- >> Funnel
- >> Cohort Analysis
- >> Quadrant Analysis
- >> Zone Analysis
- >> Zia Artificial Intelligence
- >> Zia Strategy Influencer
Conclusion
Get the most from your Zoho CRM trial with these helpful resources. It’s the beginning of your Zoho evaluation journey. During your trial period, take the opportunity to set up your system and ensure a seamless implementation for all users.
In addition to the resources above, a Zoho Authorized Partner, such as First Direct Corporation, can help you pull together all the essentials to enjoy a successful CRM implementation.
Get started with your 30-day Zoho CRM free trial with
First Direct Corporation
On completing the 30-day free trial, you can upgrade to the Zoho CRM paid plans or cancel the subscription. At First Direct Corporation, our implementation team will be able to set up and walk you through your specific software configuration.
As a Zoho Authorized Partner, First Direct Zoho will help your business maximize your Zoho CRM experience. Leverage our expertise and experience to market, sell, and service better using Zoho CRM.
