Sandbox- A testing ground for your CRM while sales goes on uninterrupted.
Sandbox has traditionally been a developer's best testing tool. It helps them make additions, and changes to the existing code and test them without disturbing the actual production environment. It is a great workaround for application vulnerability due to human errors. It can now be used to test changes and customizations you make in your CRM.
With the advanced customization options in Zoho CRM, there are a lot of opportunities to customize, mould, and develop a complete system that is unique for your business. This involves a lot of building, testing and configuring. But your sales cannot wait for you to complete all of these. You need a system that lets you make changes to your CRM settings without having to stop your sales process for even a few minutes.
Zoho CRM 2016 introduces the Sandbox feature for your CRM which helps you test changes during business hours without interrupting the day's sales. Sandbox simply creates a CRM environment exactly like your own, lets you make your configurations and test them. The scope of the changes you made do not extend outside this secure environment. This way, you can verify that your new settings work the way you intended before making them live while sales goes on uninterrupted.
Some things you can do with Sandbox:
We're excited to hear your thoughts about this feature in our release! Feel free to get back to us by commenting below.
With the advanced customization options in Zoho CRM, there are a lot of opportunities to customize, mould, and develop a complete system that is unique for your business. This involves a lot of building, testing and configuring. But your sales cannot wait for you to complete all of these. You need a system that lets you make changes to your CRM settings without having to stop your sales process for even a few minutes.
Zoho CRM 2016 introduces the Sandbox feature for your CRM which helps you test changes during business hours without interrupting the day's sales. Sandbox simply creates a CRM environment exactly like your own, lets you make your configurations and test them. The scope of the changes you made do not extend outside this secure environment. This way, you can verify that your new settings work the way you intended before making them live while sales goes on uninterrupted.
Some things you can do with Sandbox:
- Reconfigure settings, build workflows and functions, create templates and test their functioning in your CRM
- Beta test changes
- Onboard team members to the new setup
- Push tested and verified changes to the live CRM environment at a convenient time
We're excited to hear your thoughts about this feature in our release! Feel free to get back to us by commenting below.
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- Zoho CRM 2016