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How much does this cost?
Remove as many users as possible to only pay for features not users
If there is no situation where more than 2 users need to be on Zoho at a time then outreach@ and primaryuser@ (David Trapp) should/may be plenty.
Exhaustive list of features shared with us: https://www.zoho.com/crm/help/complete-feature-list.html?source_from=crmpricing
Cleanup view for primary user and walkthrough
Walk through with primary users and make views that are important to them
Remove clutter and hide modules/fields/etc. that will not be used often
Rearrange fields for best UI
Investigate tasks, integrations
Useful task reminder
Gmail integration
Set up for making this the primary work tool for Strategic Partnerships
Review “Deal” Pipelines
Add missing “organizational entities” to Accounts:
Reports/Dashboard for BOD and Kevin
Create Email Templates
Automating workflows
Example:
LEAD nurturing - how long uncontacted? - make tasks
Once added to system - automated email
Future looking use of Zoho
Zoho is a mid tier CRM product - if in a few years we have budget the following may be difficult to “export” or transfer over
Custom functions
Custom forms
Api integrations
Non-standard use cases
Lead scoring
Export or ending relationship plan
export modules: leads, contacts, accounts, deals, leads vs accounts, contacts vs accounts
other?
MUST READ TIPS
Making custom fields
HACK: Make custom fields in the LEADS section of CRM --- you will have the option there to carry forward that field to other modules like contacts, deals accounts etc. BUT ideally data is not duplicated so only do this for fields you know you want on multiple modules.
HAVE TO LIVE WITH THIS: When updating you will have to update each custom field in each module individually from here on out!
DONT FORGET: Mapping lead conversion custom fields allows the data to carry forward.
FINISHING TOUCH: Match the placement of the records in the same place so that its reflexive to add details in various views
Importing data to Zoho Campaigns
FOR MULT SELECT LOOKUP FILTERS (Affiliates) - We need to push from CRM filter to Zoho campaigns
FOR ALL OTHERS - Contact sync should be good enough to filter from campaigns
Data diligence
PLEASE Take care to enter thoughtful correct data in the correct place
DONT create custom fields that belong on Accounts to a Contact.
Bulk importing Leads and Contacts IS NOT RECOMMENDED (but possible, mostly used for switching CRMs)
Multi-select lookup fields (ie. Affiliations) do not import gracefully
It is best to incorporate using Zoho into your daily workflow
If you are adding leads/contacts one at a time to a spreadsheet you may miss details - simply add leads one at a time to Zoho instead
AVOID “lookup” attributes in Zoho CRM they are not easily transferable to Zoho campaigns
Lead Type is one of the only “cross module” custom fields currently KEEP IT UP TO DATE for best results
New fields are accepted but not visible as an option if not up to date
EMAIL MARKETING is mostly done in ZOHO Campaigns
If you are doing email marketing in CRM you are probably doing it wrong
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Bulk import of multi-select lookup fields DOES NOT WORK.
There is a workaround BUT THERE IS A WORKAROUND - When creating a multiselect lookup you have to option to create a “linking module”. You can then do the following steps.
In the “tags” column of bulk upload set tags with the name for each multi-select lookup field
Import the list to Leads or Contacts
Create the linked record in Accounts or wherever and collect the “zcrm_Accountididididididididi” from the URL (it will not have “zcrm_” just the id number.
Run a report with a filter for the Contacts with tags in previous step
Export that list to .csv
Map the Leads/Contacts “zcrm_Leadididididididididi” to the linked module record id : “zcrm_Accountididididididididi” .
Import the map to the linking module - Only the two Id’s should truly be necessary
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Deleting pipeline stages: Under layout customization in deals under Stage-probability mapping.
Resources
Interlinking Modules - https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-modules/articles/linking-modules#Example_Scenario