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Transcript: A C 3 60 Million+ users across the globe Posted revenue of 450 million dollars revenue in 2019 Aimed to create its own operating system for business Creates 20% of employees from its own education university Has headquarters in Chennai and R&D centers in Thenkasi and Renigunta Footprint on 180+ countries About the company Why ZOHO? 1 History Sridhar Vembu bootstrapped the company in 1996 as Adventnet and later changed to Zoho in 2006. Initially it released product CRM in 2005 and later followed by Projects, Creator and Sheets in 2006 followed by many applications. In 2017 Zoho launched Zoho One, a comprehensive suite of over forty applications. Zoho has reached 50 million customers in early 2020. 2 Motto Producing high quality products at affordable price. Affordable even for small scale companies. To stimulate economic growth in rural areas. 3 Ground for remote areas Why remote areas? Low Cost infrastructure and can bring economic growth to rural areas. Motive? Prioritize its employees and companies ahead of profitability. Distinctive Thought: Vision & hiring process Vision: Zoho’s suite of products currently serve 80% of customers’ OS needs. The vision is to make Zoho a one stop destination for all OS needs, while touching a user base of 1 billion (from the current 20 million) in over a decade. Hiring employees based on skills and not based on education universities. Zoho's Strategy: Continuously working to improve existing products and also provides better products with more features for customers. 100% privately owned Mission & Strategy Zoho's Mission Company would Serve customers with top-notch service in their industry while facilitating extraordinary growth and sustainable profitability with cutting-edge standards products of Zoho Zoho One Zoho People(User friendly HR software application, belongs to a complete zoho suite of business solution for small business ) Zoho Books(this software is designed to help business owners to organize finance better) Zoho inventory(Gain effeciency in thier inventory system through smart process automation) Zoho CRM(this platform boosts business growth by building great customer relationship) Revenue & conclusion Revenue: Chennai based saas (software-as-a service) firm has recorded a 37.1% growth in operating revenue to 3,308 crore in Fy19 from 2,412 crore in Fy18. At the end of Fy19, its total assest increased by 31.6% to 4,178 crore from 3,174 crore Fy18 and they proved that their assests were utilized effectively. Conclusion: Scaling companies without external capital rare in India. Sreedhar vembu is one such co-founder whose firm Zoho kept growing year after year without any external investment. In business if we learned how to survive and we could thrive long term of business thats the first thing of business.

ZOHO CRM Presentation

Transcript: 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. Opertunity Management Accounts Detail Confirmed Potential Contact Detail Finance Manager 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. Leads are raw details about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other marketing campaigns. Contact Management ZOHO CRM Terminologies LEAD MANAGEMENT New Potentials Accounts Management Lead To Account Contact Detail Director Account Detail 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. PROFORMA INVOICE Contact Detail Purchaser Cancelled Potentials QUOTATIONS ZOHO CRM Dashboard ACCOUNTS


Transcript: Welcome to the workshop Introduction Correct data capturing Assist marketing statistics Improve customer satisfaction Improve the efficiency of the business Expand the customer base Improve after sales service Enhance sales and support teams Goals Revenues increase Internal communication is better Marketing can be optimized Allows the company to manage, measure and improve processes Why a CRM is so Important The Process Marketing Activities Marketing Activities Digital marketing: Social media (Facebook and Instagram), online platforms such as Gumtree and OLX and the Revaro website (currently being re-done). Trade shows: Bauma Conexpo Africa and the African Construction and Totally Concrete Expo. Print media: Advertisement in Marketbook, Truck & Trailer and advertisement/editorials in the Concrete Trends Magazine and Capital Equipment News Magazine. Leads from these activities are evenly distributed to all sales consultants by Bernadette Giveaways: Branded Revaro bags with product range brochure, a branded pen and water bottle to walk-in customers. Newsletters: Weekly mailers are sent out to promote a specific product(s) or to announce an activity taking place. Things That Didn't Work Sales Review Things That Didn't Work Sales Review Sales Review Sales Review STRATEGY Strategy Strategy 1 Strategy 1 Strategy 2 Strategy 2 Goals for 2018 GOAL FOR 2018 Goal 1 Goal 1 DD/MM/18 Goal DD/MM/18 DD/MM/18 DD/MM/18 Click to edit text Click to edit text Click to edit text Click to edit text Goal 2 Goal 2

Zoho Project Presentation

Transcript: Zoho Project Presentation Carson McQuarrie Expert Electrical Tasmania Why Invest Why Invest Why Invest in Technology for Business Why Invest in Technology for Business Businesses of every industry are adopting technology for different purposes, at different rates, and with different levels of success. Let's talk about insight from 3 industry reports to gain perspective. Below are areas where I beleive E.E.T. will experience strong improvement from adopting an evolving technology policy: Adaptable and scaleable business model Revenue and margin growth Inventory management Customer relationships and perception New customers McKinsey Global Survey McKinsey Global Survey The online survey was in the field from July 7 to July 31, 2020, and garnered responses from 899 C-level executives and senior managers representing the full range of regions, industries, company sizes, and functional specialties. Reference: McKinsey Global Survey VALOIR REPORT VALOIR REPORT Digital 2022 Global Statshot Digital 2022 Global Statshot Why Invest in Zoho Products Why Invest in Zoho Products Zoho has developed dozens of different products for businesses. There are many advantages about Zoho but the primary winning ones are: Scaleability in their products and prices Vast library of Zoho products, app cross compatibility, and external integrations Intuitive interfaces and understandable operating systems What is E.E.T.'s Vision? What is E.E.T.'s Vision? All this information provides a lot of perspective but can still allow uncertainty in the businesses future. I pose no solution or end goal, however, some questions to consider in shaping future buiness decisions are: How long do I want this business stay compeitive and how? What can we do to adapt, compete, and scale in an evolving industry? McKinsey Global Institute McKinsey Global Institute Article McKinsey Global Energy Perspective 2019 & 2022 McKinsey Global Energy Perspective 2019 & 2022 What's it Going to Take? What Zoho Products Zoho Products Zoho Ecosystem The Zoho ecosystem consists of Zoho One, 7 suites, and 40+ products. Time and Phases Phase #1: 110-130 or 75 hrs Phase #3: ??? hours Phase #2: ??? hours Zoho Project Phases Phase #1: ??? hours Phase #4: ??? hours Cost Phase #1: $4,620 - 5,460 or $8,167.5 Phase #3: ??? Phase #2: Zoho Project Phases Phase #1: ??? Phase #4: ??? Implementation How to Implement Phase #1: Phase #1: CRM, Bookings, Calendar, + Mail The purpose of this phase is to improve the processes connecting admin and sales, and the metrics available for analysis by management. The key processes that will be introduced and improved involve: Lead Management Deal Management Automations Analytics Plus Zoho Mail when we're ready to comit to annual billing. Estimated time: 110-130 or 75 hours Plus CRM Zoho CRM CRM is the foundation of scaleable business processes. As part of Zoho CRM, in phase #1 of the Zoho Project, the tasks to complete are: Build contact management and lead generation dashboards Build deal management dashboards for technical consultants to close sales Create a process consisting of webhooks and several automations for lead management and deal management (admin and technical consutlants) to work in a joint fashion Fillable web forms on the E.E.T. website Create analytics dashboards and recurring reports automations for management Lead Generation Lead Generation Deal Management Deal Management Automations Automations Analytics Analytics Bookings Zoho Booking Zoho Bookings will enable better organization and structure to the lead management role. As part of Zoho Bookings, the tasks to be completed are: Create a custom booking page on E.E.T.'s website connected to a group calenders Create automated workflows that turn new bookings into contacts in Zoho CRM Create automated attendee-specific reminder and follow-up messages via email, SMS, and pop-ups Lead Generation Lead Generation Lead Management Lead Management Calendar Zoho Calendar Zoho Calender will help improve lead management. The tasks to be completed are: Create custom calendars and dashbaords for all staff of admin, sales, operations, and management roles Create appropriate role-based permisions between staff calendars Lead Management Lead Management Mail Zoho Mail Zoho Mail would improve organization among all members with the addition of multiple features not available on Gmail such as Kanban view for different categories of mail and tasks, native attachement library, and tabs to easily navigate so you don't clutter up web browser tabs, and a new collaborative way to communicate with coworkers called Streams. See video below to get glimpse of features: Phase #2: FINANCIAL PROJECTION Phase #2: FINANCIAL PROJECTION Phase #3: FINANCIAL PROJECTION Phase #2: FINANCIAL PROJECTION Phase #4: FINANCIAL PROJECTION Phase #2: FINANCIAL PROJECTION Phase #4: FINANCIAL PROJECTION Phase #2: FINANCIAL PROJECTION

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