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ZOHO CRM Presentation

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Atif Jahanzeb

on 22 May 2013

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Transcript of ZOHO CRM Presentation

LEAD MANAGEMENT Contact Management Leads are raw details about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other marketing campaigns. Accounts Management In a typical Business to Business (B2B) scenario, Account represents a Company or a Department within the company, with which your organization is planning to do business in future. An account stores the company address, number of employees, annual revenue, and other details. Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Business-to-Consumer (B2C) scenario, contact is the most important information for acquiring customers, whereas in Business-to-Business (B2B) it is a part of the organization details with which you are doing business. ZOHO CRM Terminologies Opertunity Management In any sales organization, potentials are the most important records to generate the real revenue for the organization. In a typical B2B organization all potentials have to undergo a complete sales cycle, which starts with identifying the hot prospect and ends with prospects being won or lost. The activities within this sales cycle that has to be completed are; sending product information to potentials, product demonstrations, sending sales quotations and business negotiations. Lead To Account Accounts Detail Contact Detail
Finance Manager Contact Detail
Director Contact Detail
Purchaser Account Detail Cancelled Potentials Confirmed Potential New Potentials ACCOUNTS QUOTATIONS PROFORMA INVOICE ZOHO CRM Dashboard
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