Zoho CRM - An Overview
Zoho CRM is an On-demand Customer Relationship Management (CRM) software for managing your customer relations in an efficient manner. It is efficient because, Zoho CRM helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system.
Be it multi-channel communication, sales productivity, CRM insights, product customization, or third-party integration, Zoho CRM offers a host of features to support the requirements of small businesses as well as large enterprises. Browse through our resources to understand and work with Zoho CRM.
ZOHO CRM
은 당신들의 고객과의 관계를 좀 더 좋은 방법으로 만들 수 있는 온라인 고객 관계 매니지먼트 소프트웨어입니다. 여러분 조직의 영업 분야, 마케팅 분야, 고객 지원 분야, 연구개발 매니지먼트 분야에서 스트림라인을 돕는 하나의 시스템 안에서 모든 업무를 할 수 있는 도구가 될 것입니다.
Understanding Zoho CRM
Read this guide to understand the basic concepts of Zoho CRM and CRM terminology.
Getting Started
Getting started with Zoho CRM is easy. Set up your account by entering personal as well as organization details. Customize the product according to your needs and learn some of the most frequently performed operations in Zoho CRM.
What's New?
Find what's the latest in Zoho CRM and explore the new features and improvements.
| Page Layouts | Create multiple page layouts in your Zoho CRM account to implement multiple business processes. | Advanced Filters | Filter records based on activities, email status among a host of other record parameters. |
| Gamescope | Make sales more fun by introducing sales contests for your sales teams and rewarding them with trophies and badges. | Workflow Rules | Automate sales processes easily using workflow rules now based on a simple flow-chart design. |
| Reports & Dashboards | Generate various reports and use dashboards to visualize comparisons, patterns, and trends in sales, and marketing. | Check-in | Check-in from the Zoho CRM app when you are at client location and associate the check-in to a CRM event. |
| CRM Marketplace | Find and install third-party extensions in Zoho CRM from Marketplace. | Email Insights | Draw useful insights about your email activities from email analytics, email response tracking, and email template performance information. |
| Setup | Navigate through a minimalist Setup screen. Use the predictive search to instantly locate any setting you are looking for. | Share records with peers | Share records with your peers using the record-level-sharing feature. |
| SalesSignals | Receive notifications about your customers' communication with you in a single master notification center. Be it a missed call, missed chat, email response, SalesSignals will notify you of the details. | Zoho CRM for Office 365 | Integrate Zoho CRM with Office 365. |
| CalDAV | View personal as well as your CRM events in a single calendar on your iOS device. Prioritize your events on the move. | Custom Schedules | Schedule a custom function such that it is executed automatically on a daily, weekly or monthly intervals. |
앞에서도 언급되었지만 CRM 프로그램중 구글링 결과 2위에 랭킹이 되는 프로그램입니다.
여기서는 ZOHO CRM의 간단한 소개를 하고자 합니다.
접속주소는 https://www.zoho.com/crm/ 입니다.
구글 계정이 있다면 바로 접속이 가능합니다.
메인 화면
구글 계정으로 로그인하게 되면 자신의 구글 계정을 선택합니다.
ZOHO CRM 메인 화면은 다음과 같습니다.
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