This guide by Zoho is a must-read if you are new to Zoho CRM and looking to do the onboarding process yourself. There are many things to consider before and after setting up your CRM. To save yourself a lot of painstaking time later, read this guide first before getting started.
However, if you think that CRM is only a piece of software, you might be mistaken. Customer Relationship Management is essentially a concept which has existed for decades now, perhaps ever since the barter system (The Nuts and Bolts of CRM,2005). It is the way good businesses manage their customers, and to do so, you need to perform various activities right from identifying prospects and following up with them, to closing deals and establishing long-lasting customer relationships. To execute these tasks, businesses in the past have used tools such as spreadsheets and notes, but when a business scales up these manual tools can be inefficient or even get in the way.
The following topics are covered:
- Welcome aboard!
- It’s okay to be confused!
- Your tasks to do BEFORE getting data into CRM
- Top methods to import data into CRM
- Your tasks AFTER getting data into CRM
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