How our company should use Zoho (B2B)

How our company should use Zoho (B2B)

I am a sales rep at a company that has recently invested in Zoho.  We are trying to figure out from a broad level how to use the software.  Our company sells to school districts.  We have a database of every school district in the United States that we would like to upload into Zoho.  Our sales reps will then gather information about the districts in their territories and maintain that information in Zoho as they sell within their territories.  We would like to use Zoho to manage our sales pipelines.  

Sales however is only a small component of how we would like to use Zoho.  We would like to use it for customer service and billing as well as general operations.  My company has proposed using "Accounts" for current customers only.  All other school districts that are not our current customers, will be classified as "Leads".  As a result, the plan is to upload our list of every district in the United States as "Leads".  

Upon researching more about Zoho, I have concerns about this.  I believe that Zoho identifies "Leads" as individuals and not companies or organizations.  Leads can then be converted to "Contacts" once qualified.  I have also noticed that you cannot have more than one person at a company (in our case a school district) assigned to a lead.  When we maintain our records on a school district, we often have 5-10 contacts at that district that we are prospecting.  I need all of these contacts to be assigned to the school district within Zoho so that I can coordinate my approach to the different contacts.  

The concerns associated with classifying our prospective school districts as "accounts" rather then "leads" is that they will be mingled with current accounts.  How will this effect reporting and organization?  We would like to use tools to analyze our current customers, but have concerns about mingling them with prospective customers/our database of prospects as a whole.  

Any insight into what we should do would be much appreciated.  I imagine there are a lot of B2B zoho users who need to track multiple contacts associated with a company and I am curious how you accomplish this while keeping a clean database of your current customers.   Are you classifying everything as an "Account" or are you creating "Leads" for companies rather than individuals at those companies.

Thank you in advance!       




                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation
                                        • Sticky Posts

                                        • Enrich your CRM data and keep them updated

                                          You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
                                        • New capabilities for custom buttons: Elevate UX and CX with just a click!

                                          Dear Customers, We hope you're well! We're happy to announce enhancements we've made to buttons. Buttons in Zoho CRM are a simple yet versatile customization tool. It offers great usability for CRM users, enabling them execute important actions as required.
                                        • Introducing Zia Presentation in Zoho CRM

                                          ----------------Moderation 3.0, Date: 10th May'24--------------------------------------- Zia's Presentation feature is now available for orgs in US, EU, IN, CN, JP, and AU DCs. Orgs., with Enterprise or Ultimate editions with 20+ user licenses can access
                                        • Zoho CRM Digest - February 2024

                                          We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
                                        • Canvas templates can now be shared with different CRM organizations

                                          ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help


                                        Manage your brands on social media



                                              Zoho TeamInbox Resources

                                                Zoho DataPrep Resources



                                                  Zoho CRM Plus Resources

                                                    Zoho Books Resources


                                                      Zoho Subscriptions Resources

                                                        Zoho Projects Resources


                                                          Zoho Sprints Resources


                                                            Qntrl Resources


                                                              Zoho Creator Resources


                                                                Zoho WorkDrive Resources



                                                                  Zoho Campaigns Resources

                                                                    Zoho CRM Resources

                                                                    • CRM Community Learning Series

                                                                      CRM Community Learning Series


                                                                    • Tips

                                                                      Tips

                                                                    • Functions

                                                                      Functions

                                                                    • Meetups

                                                                      Meetups

                                                                    • Kbase

                                                                      Kbase

                                                                    • Resources

                                                                      Resources

                                                                    • Digest

                                                                      Digest

                                                                    • CRM Marketplace

                                                                      CRM Marketplace

                                                                    • MVP Corner

                                                                      MVP Corner

                                                                    





                                                                    




                                                                        Design. Discuss. Deliver.

                                                                        Create visually engaging stories with Zoho Show.

                                                                        Get Started Now