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Zoho CRM - Make sure you understand it before you officially use it.



User Name: jamest85
Name: James Tang
Contact Me: www.datawebcoder.com/ContactUs.aspx
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Google Apps for Work Partner, Certified Zoho CRM Consultant. 7 years experience on Zoho consulting, implementation, and programming using C#, VB, Php..., 15 years of total IT experience including prog... [More]
Viewed Times: 2931
Add Date: 08/26/2011
Some Zoho CRM users have been using Zoho CRM for months, or years, and slowly they find out critical issues or have difficulties to use other Zoho CRM functions.
Zoho CRM is an online database with web user interface, the problem those CRM users having are very common, same as other database, that is: when more and more data pushed in database, if you don't know how to use the application and manage data correctly at the very beginning, and if you don't do data maintenance in a regular basis, then the problems might be just around corner.

Think about building a house, without a good foundation, it is hard to image that you want to build 2nd, and 3rd floor on top of that. If there are some issues, it is really time consuming and difficult to fix them.

Suggestions:

1. Learn and play with Zoho as much as you can before you officially start to use the application.

2. Ask questions, or find Zoho consultants, it is really worth it.

3. Don't forget the maintiance, you need somebody check your application in regular basis, that can prevent a small issue becoming a big problem...

Quiz for you: If you can't wait to use Zoho CRM, answer this question:

What is the difference between Zoho Leads, Contacts, Accounts, Potentials? why do we need that?

If you are not sure, then please spend more time on learning, asking rather than adding stuff to your Zoho CRM. :)


Comment #:  30 Replay this Comment Reply this comment Posted on: 9/12/2011

Please refer: https://zohocrm.wiki.zoho.com/Zoho-CRM-Quick-Start-Guide.html#Sales_Force_Automation

 

 

 

 

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