Welcome to Zoho CRM, an On-demand Customer Relationship Management (CRM) 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
Terminologies
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 | Raw details about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other marketing campaigns. |
 | 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 | A legally bound order-placing document for procuring products or services from vendors. |
 | Sales Order | A 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 | Tracks / records daily activities pertaining to different modules within business operations. |
 | Report | Presentation of data or records for various modules as per requirement. |
 | Dashboard | A 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.
Operating System | Windows / Linux |
Web Browser | IE 6 and above / Firefox 2.0 and above |
Other requirements | Enable JavaScript
Enable Cookies
Flash plug in installed
Spreadsheet viewer installed (optional)
Acrobat reader installed (optional) |
Note for Internet Explorer 6 & 7 users:
- Open browser > Go to Tools > Internet options > Advanced > Multimedia.
- Keep ‘SHOW PICTURES’ and ‘SMART IMAGE DITHERING’ options selected.
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Configure Zoho CRM System Settings
After you log in to Zoho CRM for the first time, configure the following in your system settings:
