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 are 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 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:
- Setup your organization account
- Secure your CRM account
- Manage users, roles and permissions
- Customize your account
- Automate your business process
- Manage your CRM data
- Manage subscriptions
Check out the CRM implementation guide for step-by-step process to setup your CRM account.
SEE ALSO
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
Related Articles
Admin Tools for Configuration Management
Purpose and Scope CRM Administration is a challenging ride that primarily involves mapping your organization problems to CRM solutions, followed by efficient execution or "configuration" of those chosen solutions. At this point, a key factor to ...Forecasts Based on Role Hierarchy
The CRM records are accessible to the users in an organization based on their roles. The user at a higher hierarchy will be able to view the subordinate's record, that is, the record visibility is per the role hierarchy. A role hierarchy has multiple ...Introduction to Zoho CRM
What is CRM? Customer Relationship Management (CRM) can be defined in many ways depending on what an individual intends to achieve. For some, it is the strategy to identify, understand, manage, and cater to the business needs of their prospects and ...Can I automatically push the prospect onto a journey based on their response to an email?
Yes, you can select the trigger based on email status. Triggers can be set for: Outgoing emails: Sent, opened, clicked, bounced, not opened, opened but not replied, not replied, unsubscribed Incoming email: Received You can also enter a criteria to ...Creating Forecasts
Configure Forecast Settings At first, a user with administrator profile has to configure the organization's forecast settings in the Zoho CRM account. The settings include: Target Period of Forecast (Monthly or Quarterly). The start month of the ...