Use Cases
Associating lead referrals to the respective contacts
In today's technological world, despite all the advertising a firm undertakes to attract potential clients, the number of customers a company obtains from referrals is enormous. So when happy customers refer leads to you, it's definitely a reason to ...
Auto-update multiple fields with same values.
When you consider the data that you add in Zoho CRM, many a time you may want to enter the same value for two different fields in a record. Some of these scenarios are as follows : If the customer only has one phone number, the information in the ...
Concatenate two fields — (Combining two field values onto a third field)
There are times when it is necessary to combine two separate field values into a single field. In such instances, we can concatenate two separate fields from the same module with the use of a custom function. For example, in one of the modules, we ...
Standardize naming convention for deals with auto-creation of deal names
The importance of each phase in the sales process cannot be stated enough. One of the most crucial stages in the sales process is the deal stage. Each deal is identified by the name of the deal. Standardizing naming conventions is a best practice ...
Streamlining the vendor management and contract signing process in a travel industry
Edition: Enterprise and above | Industry: Travel and Tourism, Hospitality | Features: Blueprint Scenario A California-based company provides an online platform for listing and renting local homes to travelers. It connects the property owners and the ...
Streamlining business processes in a Non-Profit Organization
Edition: Enterprise and above | Industry: NGOs or Non-Profit Organizations | Features: Blueprint, Module Customization The Requirement Idea Box is an NPO that extends their support to aspiring entrepreneurs. They offer regular guidance and coaching ...
Automate donor generation and retention activities in Non-Profit Organizations
Edition: Paid editions | Industry: NGOs or Non-Profit Organizations | Features: Webforms, Workflow Rules, Reports and Dashboards The Requirement Second Life is an NGO that offers support in multiple service categories that include healthcare, child ...
Managing multiple services in Non-Profit Organizations
Edition: All Paid editions | Industry: NGOs or Non-Profit Organizations | Features: Layouts, Workflow Rules, Blueprint, Assignment Rule, Reports and Dashboards The Requirement Life Drops is an NGO that works towards saving the environment with a ...
Create a system-defined, guided sales process for a step-by-step lead conversion
Edition: Enterprise | Industry: Real Estate | Feature: Blueprint Scenario An Ohio-based real estate firm lists residential properties for sale and rent. The buyers approach the company through marketing activities, agents or brokers, social media ...
Associate a contact with multiple companies or accounts
Edition: Enterprise and above | Industry: Applicable for all industries | Features: Multi-select Lookup Field and Module Customization Scenario: A wealth and asset management consultancy helps customers connect with a suitable financial advisor in ...
Manage case assignment in a law firm
Edition: Enterprise | Industry: Law firm | Features: Customization, Views, Workflow Rules Scenario Leotta Dillard is the office administrator at a law firm that specializes in cases against corporations that behave unethically towards their ...
Sales process: Closing deals
Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features Lead generation and Lead engagement use cases described the methods used to generate, manage, and engage the leads. ...
Sales process: Lead engagement
Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features In the Lead Generation use case, we saw the marketing strategies used by Orange Interiorz to generate leads and ...
Sales process: Lead generation
Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features A sales process is a framework of a repeatable set of steps that a salesperson or the sales team takes to move a ...
Identify duplicates between leads and contacts modules
Edition: Enterprise | Industry: Travel | Feature: Workflow rule and Functions Scenario Joshua Baker is a sales manager at an online travel agency that offers customized tour packages. The agency has a webform on its website through which interested ...
Schedule annual notifications for subscription renewals
Edition: Enterprise | Industry: Media and Publishing | Feature: Workflow Rule Scenario The Zylker Weekly is one of the leading international publishers of Travel and Tourism and Hospitality magazines. Every month, they publish new editions of the ...
Assess the outgoing call quality of the sales agents
Industry: Insurance | Feature: Workflow Rule | Integration: Zoho Survey and Telephony | Edition: Enterprise Scenario Maria, a sales manager at an insurance company, heads a team of five sales agents. The team offers assistance via phone to ...
Setting up organization details
Feature: Organization Settings | Edition: All Scenario A car dealership company subscribes to Zoho CRM's Enterprise edition to scale their customer service operation and increase sales across the US. To begin using Zoho CRM, they must first set up ...
Setting up a follow-up routine to qualify leads for loan applications
Feature: Workflow Rule | Edition: Enterprise Scenario Michael Andrew is a loan officer who evaluates and authorizes loans to small and medium-sized enterprises, and self-employed individuals. A week back, his company announced about a "Smart ...
Initiate an approval request when the loan applicant has a low credit score
Edition: Enterprise | Industry: Banking and Loan | Feature: Approval Process Scenario Noah Parker is a loan officer at a Boston-based finance firm that specializes in providing financial assistance to SMBs, individuals, and retailers. He receives ...
Customize a health insurance proposal form and track its stages
Edition: Enterprise | Industry: Insurance | Feature: Module Customization Scenario Emma Wilkins is a Senior Sales Manager at a health insurance company. They offer custom-made insurance plans based on different coverage levels that cater to ...
Send automatic notifications to the third-party providers
Edition: All editions | Industry: Travel | Features: Workflow Rules Scenario Zylker Travels offers various tour packages to its customers ranging from adventure trips, family outings, destination holidays and weekend getaways. Their customer flow ...
Automatically assign leads from a particular source to selected reps
Edition: Professional and above | Industry: Travel and Tourism | Feature: Assignment Rule Scenario Zylker Moments is a travel agency. They wish to automate assignment of imported leads, based on the following criteria. Rule Name: Assignment Rule ...

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