Lesson 1: ZOHO CRM (Customer Relationship Management)

ZOHO CRM empowers a global network of over 150,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue. It is vital to a company’s success to maintain a record of customers, deals and leads to improve the efficiency of response times. It’s an all-in-one system that incorporates artificial intelligence, reporting, employee communication, email marketing, a customer database, and text messaging to the platform. A marketing specialist is responsible for maintaining customer records and ensuring all information is inputted correctly.

The ZOHO CRM is automatically integrated and connected with our channels. It is the main source of campaign creation.

What the CRM is used for:

  1. Scheduling Email Campaigns
  2. Sending Text Message Blasts
  3. Automation
  4. Social Media Management (ZOHO Social)
  5. Customer Communication
  6. Lead Generation and Growth
  7. Brand Management

Important ZOHO Tabs

  • Feeds
    • Leads
    • Student Contacts
    • Registered Students
    • Reports
    • Registration System
    • Home Care Outreach
    • Home Care Leads
    • I.T Request
    • Employer Sponsor
    • Reports
    • Notification Bell
    • Emailing List

Note: Ebooks on the full features of the ZOHO CRM can be found at https://www.zoho.com/crm/resources/ebooks/

The ZOHO Social is an extension of the ZOHO CRM. ZOHO Social is utilized to reply to social media messages and schedule content.

ZOHO Social