Zoho CRM

Zoho CRM Abstract Introduction Aims objectives Specific assessment criteria (please emphasize more on this criteria ) 1. Managing leads/prospects/customer/etc records – difficult, easy, time to learn? –    (Consider conversion of Leads) –    Why convert leads –     Consider how the data in a Lead record changes. –    explain the role that a marketing and/or sales campaign (within the context of CRM): 2. Handling customer relationships – what’s available, multi-channelled communication? –    (Study the conversion of Leads into other types of records such as Contact, Account and Prospect) –    What happen to the leads records 3. Availability of report creation? Look at Analytical CRM Some CRM modules focus on customers or products: ?    Customer and product management applications offer a suite of dedicated functions and modules that sit across sales, marketing and service. ?    Companies that market, sell or service through channel partners use PRM (partner relationship management), rather than CRM, solutions. CRM analytics are often regarded as a separate suite of applications with specialist solutions and vendors. What Analytical CRM report is? 1: Talk about the Standardised reports, 2: Query-based reporting & the concept? What zoho CRM offers and how it fit in with analytical CRM 4. Efficiency of customer communication? 5. Automation of customer services? –    (Relate to the record keeping of contact details) 6. Creating, managing and executing a sales campaign. Sales campaign – implementation of a sales strategy for a product or a market segment in a geographical area to achieve specified objectives using a CRM system. 7. Creating, managing, and executing a marketing campaign. Marketing campaign – The efforts of a business or a third-party marketing company to increase awareness for a particular product or service, such as those that can be used to convert leads, or to increase consumer awareness of a business or another type of organisation. A marketing campaign has a limited duration 8. ENB application of workflows – creation and/or accessibility, and compliance. -how the ENB application of workflows relate to leads and others 9. Scheduling customer services, what’s available and how does it work? Generic assessment criteria 10. Packaged functionality ›    Review different features associated with Zoho CRM. ›    Can Zoho CRM support the Customer Lifecycle?  If so, how? ›    Explain zoho CRM the version that we have and its entirety ›    Look at the functions available and the thing it could do ( navigation bar) ›     explain what kind of features they have (zoho) ›    What core features are available? ›    Leads, opportunities, potential contacts and reports ( explain what kind of report they are) ›    Note: Please put the details for packaged functionality in a table form. 11. Easy customisation using the available options –    Can customisation suit any business need? –    Customisation ( related to work flows or business processes) 12. Familiarity in the user interface –    Navigation? –    How easy to navigate ( think about how to use usability, for example the screen is too big causing many scrolling ) 13. Scalability and stability –    How many users? What is the cost? What is the available time? –    How many user you can have, what is the maximum number of user :produce a table  ( how much it cost for the maximum contacts, you have to look up about the price for the contact) –    produce a table to show 14. Recommendations and Conclusions 15.  Evaluation evaluation should be based on this table Stage    Criteria 1    Managing leads/prospects/customer/etc records – difficult, easy, time to learn? Handling customer relationships – what’s available, multi-channelled communication? Availability of report creation? Efficiency of customer communication? Automation of customer services? 2    Creating, managing and executing a sales campaign. Creating, managing, and executing a marketing campaign. 3    ENB application of workflows – creation and/or accessibility, and compliance. Scheduling customer services, what’s available and how does it work?