Working with Team Module

Working with Team Module

CRM for Everyone is in the Restricted Early Access mode and is available only to a select set of users upon request. Please refrain from posting about this publicly. 
Team modules provide a simple way for teams working in Zoho CRM to integrate their data and workflows into the system. They include a user-friendly builder, predefined roles for varying levels of data access, and enable quick team collaboration through the Requester tab.

Watch this recorded product walk-through on how a Team Module works:



Examples of teams using Team Modules include:
  1. The sales team tracks expenses associated with field visits for a deal.
  2. The legal team organizes and captures documents, individuals, evidence, problems, and authorities for legal cases.
  3. The marketing team maintains a system of tracking competitors and their products.
  4. The onboarding team tracks their onboarding sessions for customers.
  5. The training team maintains records of paid training sessions for customers and partners.
  6. The product team captures feature requests coming in from their website.
  7. The partner management team lists their partner enablement sessions.
  8. The account management team consolidates feedback received during QBRs with key accounts, and so on.
Let's take a use case and see how using a team module helps there. 

The challenge

Your organization lost some deals recently because case studies were not provided on time, causing tension between the sales and marketing teams. Both teams met to discuss the reasons for the delays, and the following issues were identified:
  1. The sales team's requests were being communicated to the marketing team via chat, calls, or emails, resulting in many of them being missed.
  2. Many sales reps would often ask any marketer they knew for case studies because they didn't know who to contact.
  3. The information exchange was slow due to the teams using multiple communication tools.

  4. Each marketer kept a spreadsheet of their tasks, and the marketing manager had minimal insight into which individual was handling a specific case study.

  5. One marketer found themselves overwhelmed with the majority of the case study work and struggled to deliver them to the sales team promptly.
  6. Some case studies required frequent updates due to unexpected developments, and the marketing team was not informed.
You are tasked with resolving this bundle of issues as the marketing manager.

Picking the solution

Some marketers suggested using a shared spreadsheet for the team, while others recommended moving their tasks to a separate work management tool. The marketing team's system admin suggested looking into adding a custom module in the CRM dedicated to case studies.

Adding another tool and potentially having to switch contexts is a concern, especially with non-CRM tools. The process of creating a custom module in the CRM involves a thorough review by the Central IT team to determine its necessity, which includes answering numerous questions and filling out multiple forms.

The marketing team admin comes to you with another solution: creating a team module in Zoho CRM.

Since the marketing team was already using the CRM, tracking case studies within it could help streamline collaboration with the sales team. As a manager, you have the permission to create team modules in the marketing teamspace. This appeared to be the most efficient and low-risk solution to resolve the issue permanently.

Working with the case study team module

You have completed the creation of a case study team module.

You spend some time carefully adding users to the right roles in the case study team module.

  1. The VP of Marketing has been added to the Manager role for full visibility and to make changes in the records where needed.
  2. Marketers have access to all case studies but are only able to edit their own, as they have been included as members.
  3. The new intern has been included as a participant, allowing them to only access and engage with their own records.
  4. Sales team members who request case studies have been included in the requester role.
Your team can easily request changes to be made if they feel it is necessary. For instance, they asked for a field to display the customer's related account, which you promptly added.


You ask your team to transfer their case study details from their personal spreadsheets to the case study module by utilizing the import feature.

The sales team has been informed that only case study requests submitted through the CRM will be addressed, so the sales reps begin submitting case study requests via the Requester tab.

You navigate to a kanban view in the case studies module and notice that there are three case study requests that have not been assigned yet.

You quickly navigate to chart view to get a brief overview of how the case study work is divided among your team members.

You choose to delegate the new case study requests to Emily.

The sales team appreciates this convenient method for submitting requests and asks the presales team to develop a similar one for demo requests.

They simply go to the Requests tab whenever they want to find out the current status of their requests.

It was more convenient for the marketers to complete their case studies because they could easily check the account details if needed. After a case study is completed by the marketer, it is approved by you.

All the steps taken from the creation of the initial request to the final approval are documented in the timeline of each case study record.

The sales representative can quickly download the case study from the Requests tab and then share it with their customer to help move the deal closer to completion.

Impressed with the quick and transparent collaboration between the sales and marketing teams, the VP encourages other teams to use team modules and mandates the addition of other senior executive roles as managers to those modules. This allows them to have full visibility of all customer-related marketing work when viewing a deal, contact, or account.

Powering up your team module

Now that your team is up and running with the case study team module, you decide to offload repetitive work to the CRM by using automation features like:
  1. Assignment rules to automatically assign enterprise case studies to marketing managers.

  2. Workflow rules to send notifications to customers to keep them in the loop.

  3. Blueprint to streamline the case study publishing process.

  4. Approval process to ensure that the case study is signed off by important stakeholders.

Teams across the organization began adopting team modules after the case study issue was resolved, leading them to explore the different features associated with them. For example,
  1. The design team utilized Canvas pages to make changes to their design request team module.
  2. The legal team developed Wizards to streamline data entry for their legal review team module.
  3. The layout rules and validation rules were set up by the onboarding team to prevent problems caused by low data quality in their onboarding sessions team module.
  4. The delivery team provided Webforms for customers to submit feedback to their delivery feedback team module.
Teams have begun utilizing the Sandbox to evaluate their team module's design with a limited number of users prior to implementing them in the production environment.

Managers and senior executives have begun utilizing specialized dashboards to monitor the progress of work within team modules.

Team modules were originally designed for managing case studies but quickly gained popularity among various teams and users for their ability to facilitate open and efficient collaboration within a CRM system, eliminating the need for multiple separate tools. As a result, customer-related tasks were completed faster, leading to a more responsive and satisfying customer experience.

Excited? Get started with creating a team module for your use case!

See also
To learn about CRM for everyone in general, see: Scope of CRM for everyone
To know about the various options available in the re-made user interface, see: Navigating the Zoho CRM interface.
For learning more about automation in team modules, see: Automation in team modules.
To setup Teamspaces, see: Teamspaces.
To learn about chart view and for a 360 degree view of customer interactions, see: Chart View and Interactions tab respectively.

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