How do Team modules fit into Zoho CRM? 

• Team module admins,
  
• Managers,
  
• Members,
  
• Participants, and
  
• Requesters.
  

Automation in Team Modules

• Create workflow rules, blueprints, approval processes, and assignment rules
  
• Design canvas pages, webforms, layout rules, validation rules, and wizards
  

• An assignment rule to assign enterprise case studies to marketing managers automatically
  
• A workflow rule to send notifications to customers to keep them in the loop.
  
  
• A blueprint to streamline the case study publishing process
  
  
• An approval process to ensure that case studies are signed off by a team module manager
  
  

Improving Team Coordination

• While the sales team is negotiating their next big deal, they may have to request supporting material like case studies from the marketing team.
  
• If a marketer wants to write a better case study, in turn, they may like to raise a request for customer implementation from the solutions experts team and so on. 

How can users be assigned as Requesters? 

• Individually : Add specific users when setting up a Team Module.
  
  
• QR Code or Link : Generate a link or code from requester settings. Anyone with access can instantly join and submit requests, no manual effort needed.
  Example: Marketing can embed a QR code in an internal newsletter to allow regional sales reps to submit campaign briefs easily.
  
  
• Enable All Users : Allow all users in the organization to become requesters in a given module.
  Example: A Sales Enablement module can be accessed by Product, Marketing, or Training teams to submit requests for sales insights.
  
  

This entire loop of requests and coordination between teams to meet a common goal is woven into the CRM interface as an integral part of the system, thus eliminating communication silos. This also puts us a good step closer to improving the adoption of CRM by several teams across the organization.

The details and nitty-gritty of who can manage what, who can view which data sets, etc., have to be carefully decided and managed. So CRM for Everyone also packs in an easy interface for each team to organize and manage their team modules.

Team Users For Team Modules 

• The Organization User is your regular power CRM user who will need access to all CRM data and most functionalities. Typically, a sales team member.
  
• A Team User is typically a non-sales team member, whose work could be managed in CRM alongside sales, as they have a part to play in the entire customer-oriented process. For example: A presales executive who needs to step in to give a product demo to a customer right after a salesperson's pitch. Alternatively, a Legal team member might have to process contract signatures while closing a deal. Additionally, a Training team member who will take up a training request for a customer on-demand.