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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?
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