Getting Started

Welcome to Zoho CRM, an On-demand Customer Relationship Management software for managing your customer relations in a better way. Zoho CRM software helps streamlining your organization-wide sales, marketing, customer support, and inventory management functions in a single system.

Target Audience

• Sales Reps, Managers and Executives
  
• Lead Managers, Event Managers and Marketing Managers
  
• Customer Support Agents, Support Managers and Executives
  
• Accounting Managers and Stock Handlers
  
• Business Managers, Executives and Top Management
  
• CRM System Integrators

Zoho CRM Modules

The following table describes the various Icons and terminologies used in Zoho CRM

ICON	MODULE	DESCRIPTION
	Task	Any activity that is assigned to an application user.
	Event	Scheduling of a task within a specific time frame.
	Lead	Brief information on the potential contact, company or business opportunity.
	Account	A company or a department within the company with which you plan or have business dealing.
	Contact	People or organization you communicate with in pursuit of a business opportunity.
	Potential	Refers to the important records that generate real revenue for your organization.
	Forecast	Provides factual insight for tracking and fine-tuning the sales process in your organization.
	Campaign	A marketing process which is planned, executed, distributed and analyzed.
	Case	Refers to the feedbacks received from the customers on various issues pertaining to the use of products or services.
	Solution	Refers to resources within the organization that enables solving repetitive problems encountered by customers.
	Product	Refers to goods or services sold or procured by any organization.
	Price Book	It is the agreed price for selling a product to a customer. Based on the agreed terms, the prices can even vary for different customers.
	Vendor	This refers to companies, individuals or contractors from whom your organization procures products and/or services.
	Quote	A legal agreement between a customer and a vendor to deliver the requested product within the specified time at the agreed price.
	Purchase Order	This refers to a legally bound order-placing document for procuring products or services from vendors.
	Sales Order	Confirmation of sales generated after the customer sends a purchase order based on your quotes.
	Invoice	Refers to a bill issued by the vendor to the customers along with the goods/services with the purpose of procuring payments.
	Calendar	Allows to track / record daily activities pertaining to different modules within business operations.
	Report	Presentation of data or records for various modules as per requirement.
	Dashboard	Refers to pictorial representation of your custom report data, which gives a real-time snapshot of your organization's key metrics.

System Requirements

Zoho CRM is an on-demand, user-friendly application, compatible with the basic system configuration. Still, to avoid any loose ends we suggest you take a look at the system requirements, listed below, that will enable you hassle free working with Zoho CRM.

Configure Zoho CRM System Settings

After you log in to Zoho CRM for the first time, configure the following in your system settings:

• Personalize company logo  (Watch Video)
  
• Select your time zone (Watch Video)/ currency (Watch Video) / tax settings (Watch Video)
• Select your language (Watch Video)
• Customize CRM modules as per your business process
• Rename tabs (Watch Video)
• Customize fields in CRM modules 
• Set up roles and profiles for your organization
• Add users in your CRM account
• Import sample data