Tutorial – Zoho CRM Lead Conversion tips for B2C

Is your target market exclusively B2C? Or, do you have a mix of B2B and B2C customers? If your customers are exclusively B2C  If your leads are consumers, rather than business leads you can remove the Company field from the layout Here’s how to make this change (assuming Admin privileges): Go to Setup > Customization > Layouts | select the Leads module. Deselect the checkbox in the Company field. Drag the […]

Read more »

Convert to Zoho CRM: 10 (plus 5) data migration tips

Zoho CRM Data Migration

Converting data from an existing CRM system looks like a daunting task. In reality, with sufficient prep, you may be able to do it yourself. If you don’t have time (or your time is better spent elsewhere) there are professionals who can help you. Unless you have a pristine database, proper conversion prep is time consuming. But, don’t defer cleansing the data until after the conversion – the prep time is nothing compared to the effort needed should […]

Read more »

Building CRM Requirements

If you build it, they will come Would you build a house without a set of plans? Not a chance! A builder needs blueprints and detailed specifications – otherwise you could end up with a two bedroom bungalow when what you wanted was a 4 bedroom colonial with a state-of-the-art man cave. Scoping a CRM or customer service system needs the same attention to detail. Consider this scenario plaguing a recent client: The business owner is […]

Read more »

Zoho CRM Tutorial – Manage Related Lists

Organize Detail Lists

Lists you refer to most frequently in Zoho CRM can be moved to top of the related list area. The detail of all interactions with Leads, Contacts, Accounts, Potentials and other Zoho CRM modules are listed in the record detail area below the Notes section. These “Related Lists” appear in a preset order that you can change. For example, if Potentials, Quotes, and Email history are the details you refer to most often, then move […]

Read more »