With the traditional horizontally focused CRM gradually fading out, the days of 'one-size-fits-all' Customer Relationship Management are numbered. Keeping pace with this trend of providing industry-specific CRMs, Zoho CRM has mushroomed the concept of CRM for Verticals.
Zoho's "CRM for Verticals" aims at encouraging partners to customize CRM (optimizing it to a specific business or industry) and then providing this customized CRM to desirous customers through the Copy Customization process.
Business Benefits
Extends CRM functionality to a growing list of value-added resellers with expertise in a specific industry.
Meets organization-specific CRM requirements.
Allows to custom-build a CRM system for a specific business by adding appropriate functionality.
Helps focus on specific business problem within an industry.
Saves time in deploying a fully functional CRM system for several users.
Enables companies to develop deeper insight into their customers needs and preferences.
Target Audience
Resellers / Partners
CRM Consultants
Entrepreneurs
Need
Industry-specific CRM solutions are gaining momentum in the market.
Mid-sized Companies are adopting CRM as an integral part of their business strategies and turn to more manageable CRM implementations.
Companies are demanding CRM system that conforms to the way their business works.
Businesses focusing towards a CRM service that reflects the terminology, data elements and business process flows that are unique to their industry.
Copy Customization
"Copy Customization" makes Zoho CRM a Customer Relationship Management system that encourages vertical offerings in place of horizontally focused generic CRM system. This allows experts from different verticals to Custom-build Zoho CRM as per the industry specific requirements and then deploy the Customized CRM into Customers' CRM accounts.
Copy Customization Procedure
Zoho CRM User sends Request Activation form
Activation request is reviewed and approved by Zoho Team*
Copy Customization feature is enabled for the requested Zoho User
Zoho User enters the User name and password (for the recipient of the Copy Customization)
Recipient receives a confirmation mail
Copy Customization starts only after the recipient confirms the process
Request Activation
In order to enable the Copy Customization feature for your Zoho CRM account, you need to request an activation by submitting the Request Form. This is a one time activation form.
To Request activation
Click on Setup > Admin Settings > Copy Customization
In the Copy Customization page, fill the Request Form and Click on Send
The Activation request will be reviewed and responded(through Email) by Zoho CRM support.
Note: The Copy Customization feature gets enabled ONLY after the Activation request is confirmed.
Process "Copy Customization"
After reviewing the activation request, the Copy Customization feature is enabled for the Zoho User . The Zoho user should necessarily get the User name and password of the CRM customer to which s/he is processing the "Copy Customization".
To process "Copy Customization"
Click on Setup > Admin Settings > Copy Customization
In the Copy Customization page, fill the Customer's Username and password fields.
Click on Copy
The Copy Customization scheduler starts only after the customer confirms the process
Important Notes:
"Copy Customization" is a ONE time process and you cannot process "Copy Customization" a second time for the same customer.
You can use the "Copy Customization" to copy system-level configurations such as between two different accounts
