Page 4 - Getting Started Workbook for Admins
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Getting Started Workbook for Admins



              What is Zoho CRM?



              Zoho CRM is a cloud-based platform designed to manage the marketing, sales, customer support,
              and inventory management functions of your organization within a single system. Zoho CRM also 
              oers various add-ons to help you integrate third-party applications.



              Zoho CRM has all the necessary functions to help your organization from converting a prospective
              lead into a customer right through to closing a deal. CRM can be used for aspects such as tracking
              sales performances, understanding sales projection, automating business processes, and improving

              workflows and activities. A CRM can be used by people in various roles including Sales
              Representatives, Executives, Managers, Lead Managers, Event Managers, and
              Marketing Managers.















                                                                   Sales signal
                                                  Social
                                                                                         Analytics


                                     Leads

                                                           Marketing


                                                                          Close deals
                                                                                           Multi channel


                             Support        ZIA              Gamification







                                         Task                                      Automation



                                                         Inventory      Sales






                                                           ZOHO CRM





     Zoho CRM Resources                                                                                               3
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