Page 3 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

Introduction to CRM

CRM is a one-stop solution for all the sales and marketing activities of your business. Customer
Relationship Management (CRM) is not only about maintaining customer information but also
increasing productivity and ensuring optimum revenue for your organization.

You may wish to consider the following points before getting started with CRM

Prepare your plan, process, and strategy

It is important to have a clear plan for how you are going to use CRM to help achieve
your organization’s goals. As a CRM administrator, you should know who your users are
and what their roles are, the business and sales processes in your organization, and the
kind of customization you need in CRM.

Be ready to make changes

CRM will simplify your business’s sales process. As an administrator, you need to be
sure which tasks can be implemented using the CRM, e.g., automating your sales
process, customizing fields. You should be ready to adapt to the changes and be open

to experimentation.

Get the most out of it

A good CRM is packed with features related to sales, marketing, inventory
management, and customer relationships. You must have a clear idea of your business
processes to identify the features in the CRM that can help you to achieve your
business goals.

Be open to insights, reviews, and revamps

To get the full benefit of CRM, you should review the performance insights and make
changes to your business accordingly.

Work as a team

It’s not the duty of an administrator alone to manage the CRM. It should be a team eort.
From sales rep to manager, everyone in the organization should be involved.

Zoho CRM Resources 2