Begin Admin Journey | Online Help - Zoho CRM

Begin your Admin Journey

What is Your Role as an Admin?

As a Zoho CRM administrator for your organization, your role is to deliver a trusted ecosystem to your employees where they can thrive successfully.

There is a list of activities that you must perform to utilize the benefits of the CRM tools in the best possible way, let us see a few examples of your core actions:
  • Help your employees learn and use the CRM tools appropriately
  • Customize the CRM platform according to your business needs
  • Design automated processes to help sales reps work faster and focus on things that matter more
  • Give your sales reps multiple channels to stay connected and interact with their customers 
  • Analyze business metrics and make the best use of the data

We will help you discover your roles and actions in implementing Zoho CRM for your organization in the below-mentioned sections:

Check out the CRM implementation guide for a step-by-step process to set up your CRM account. Additionally, learn more about your shared responsibility with Zoho

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