{"id":13702,"date":"2021-05-05T17:49:59","date_gmt":"2021-05-05T21:49:59","guid":{"rendered":"https:\/\/www.cofinia.ca\/?p=13702"},"modified":"2023-04-26T16:53:40","modified_gmt":"2023-04-26T20:53:40","slug":"zoho-crm-101-glossary-2","status":"publish","type":"post","link":"https:\/\/www.cofinia.ca\/en\/blogue\/uncategorized\/zoho-crm-101-glossary-2\/","title":{"rendered":"Zoho CRM 101 Glossary"},"content":{"rendered":"

Zoho CRM 101 Glossary |Cofinia Consulting<\/span><\/strong><\/h1>\n

Thinking of implementing a CRM?\u00a0But what does it eat in winter and how does it work?\u00a0The implementation of a crm allows better management of the customer relationship (Customer Relationship Management).\u00a0It helps to better identify, understand, manage and meet the needs of potential and existing customers.\u00a0The objective of having a CRM is to centralize all data and activities related to prospects and customers.<\/span><\/p>\n

But how is a CRM composed?\u00a0In this article, we introduce you to the different modules of Zoho CRM to help you better navigate the application.<\/span><\/p>\n

Basic terms<\/span><\/strong><\/h1>\n

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Modules<\/span><\/strong><\/h2>\n

In the top menu, several tabs allow you to navigate within the application.\u00a0These different tabs can represent different stages of your sales cycle and can be managed independently or interdependently.\u00a0Note that not all modules are accessible in the basic and free versions.<\/span><\/p>\n

The order and name of these different modules can be personalized according to your needs and your situation.<\/span><\/p>\n

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Prospect (lead)<\/span><\/strong><\/h2>\n

Potential customers who have shown interest in your product or business.\u00a0These are not yet customers of your company.<\/span><\/p>\n

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Opportunities (Deals or potentials)<\/span><\/strong><\/h2>\n

When a potential customer or existing customer indicates their interest in buying a product or working with you and enters your sales cycle.\u00a0The opportunity module makes it possible to divide the different stages of your sales cycle and to put forward probabilities of success rates according to the different actions carried out or even.<\/span><\/p>\n

Note that this module is not available with the free plan.<\/span><\/p>\n

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Accounts<\/span><\/strong><\/h2>\n

This module allows you to record all information relating to a company or department within a company that your organization currently does business with or plans to do in the future.<\/span><\/p>\n

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Contacts (Contacts)<\/span><\/strong><\/h2>\n

The people you communicate with in connection with your business and sales.\u00a0These people are associated with accounts (see above).<\/span><\/p>\n

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Activities (activities)<\/span><\/strong><\/h2>\n

The activities module groups together all the activities of CRM users;\u00a0remarks, tasks, calls, meetings and events, regardless of whether these activities are created in the lead, contact, opportunities or account module.\u00a0It is also possible to find there the activities to come, in progress or past.<\/span><\/p>\n

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Feeds<\/span><\/strong><\/h2>\n

The Flows tab allows you to see in chronological order the different actions, activities and information entries in your CRM.\u00a0This module provides a wealth of information at a glance.<\/span><\/p>\n

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Forecast (forecast)<\/span><\/strong><\/h2>\n

This module allows you to optimize your forecasts and the estimation of future sales based on the information recorded in your CRM.\u00a0At the same time, based on past data, you are able to better set your short and long-term goals.<\/span><\/p>\n

Note that this module is not available in the basic and free versions.<\/span><\/p>\n

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Dashboards<\/span><\/strong><\/h2>\n

A visual representation of the reports that appeal to you the most and which allows you to consult in real time the key indicators of your organization.<\/span><\/p>\n

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You are now familiar with the different modules that make up Zoho CRM.\u00a0In a future article, we will introduce you to the different features of the application.<\/span><\/p>\n

For more information on your project to implement a CRM, contact us.\u00a0We will be able to guide you in your needs.<\/span><\/p>\n

#Cofinia #Cofiniaconseil #Zoho #crm #zohocrm<\/span><\/p>\n

contact us<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Zoho CRM 101 Glossary |Cofinia Consulting Thinking of implementing a CRM?\u00a0But what does it eat in winter and how does it work?\u00a0The implementation of a crm allows better management of the customer relationship (Customer Relationship Management).\u00a0It helps to better identify, understand, manage and meet the needs of potential and existing customers.\u00a0The objective of having a […]<\/p>\n","protected":false},"author":9,"featured_media":13703,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[3],"tags":[],"class_list":["post-13702","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.cofinia.ca\/en\/wp-json\/wp\/v2\/posts\/13702","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.cofinia.ca\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.cofinia.ca\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.cofinia.ca\/en\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/www.cofinia.ca\/en\/wp-json\/wp\/v2\/comments?post=13702"}],"version-history":[{"count":0,"href":"https:\/\/www.cofinia.ca\/en\/wp-json\/wp\/v2\/posts\/13702\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.cofinia.ca\/en\/wp-json\/wp\/v2\/media\/13703"}],"wp:attachment":[{"href":"https:\/\/www.cofinia.ca\/en\/wp-json\/wp\/v2\/media?parent=13702"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.cofinia.ca\/en\/wp-json\/wp\/v2\/categories?post=13702"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.cofinia.ca\/en\/wp-json\/wp\/v2\/tags?post=13702"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}