Use Cases
Sales process: Lead generation
Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features A sales process is a framework of a repeatable set of steps that a salesperson or the sales team takes to move a ...
Sales process: Closing deals
Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features Lead generation and Lead engagement use cases described the methods used to generate, manage, and engage the leads. ...
Streamlining business processes in a Non-Profit Organization
Edition : Enterprise and above | Industry : NGOs or Non-Profit Organizations | Features : Blueprint, Module Customization The Requirement Idea Box is an NPO that extends their support to aspiring entrepreneurs. They offer regular guidance and ...
Automate donor generation and retention activities in Non-Profit Organizations
Edition: Paid editions | Industry: NGOs or Non-Profit Organizations | Features: Webforms, Workflow Rules, Reports and Dashboards The Requirement Second Life is an NGO that offers support in multiple service categories that include healthcare, child ...
Managing multiple services in Non-Profit Organizations
Edition: All Paid editions | Industry: NGOs or Non-Profit Organizations | Features: Layouts, Workflow Rules, Blueprint, Assignment Rule, Reports and Dashboards The Requirement Life Drops is an NGO that works towards saving the environment with a ...
Streamlining the vendor management and contract signing process in a travel industry
Edition: Enterprise and above | Industry: Travel and Tourism, Hospitality | Features: Blueprint Scenario A California-based company provides an online platform for listing and renting local homes to travelers. It connects the property owners and the ...
Associating lead referrals to the respective contacts
In today's technological world, despite all the advertising a firm undertakes to attract potential clients, the number of customers a company obtains from referrals is enormous. So when happy customers refer leads to you, it's definitely a reason to ...
Standardize naming convention for deals with auto-creation of deal names
The importance of each phase in the sales process cannot be stated enough. One of the most crucial stages in the sales process is the deal stage. Each deal is identified by the name of the deal. Standardizing naming conventions is a best practice ...
Concatenate two fields — (Combining two field values onto a third field)
There are times when it is necessary to combine two separate field values into a single field. In such instances, we can concatenate two separate fields from the same module with the use of a custom function. For example, in one of the modules, we ...
Auto-update multiple fields with same values.
When you consider the data that you add in Zoho CRM, many a time you may want to enter the same value for two different fields in a record. Some of these scenarios are as follows : If the customer only has one phone number, the information in the ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...