Zoho CRM - Introduction
Chapter 1: Introduction
Welcome to Zoho CRM 5.0, web-based Customer Relationship Management software for managing your customer relations in a better way. You can use the the Zoho CRM software for your organization-wide sales, marketing, customer support, and inventory, functions. It is available in both On-demand (Hosted service) and packaged solution, so that you can select a deployment option as per your IT infrastructure.
Target Audience for the User Manual
- Sales, Marketing, Customer Support, and Inventory teams
- Business Managers and Executives
- System Administrators customizing the Zoho CRM system
- System Integrators
The Zoho CRM software comprises of the following core business functions:
| Sales Force Automation | Marketing Automation |
|---|---|
|
|
| Customer Support & Service | Inventory Management |
| Analytics | Add - Ons |
|
The following table describes various icons in the Zoho CRM system.
| Module | Icon |
|---|---|
| Task | |
| Event | |
| Lead | |
| Account | |
| Contact | |
| Potential | |
| Forecast | |
| Campaign | |
| Case | |
| Solution | |
| Product | |
| Price Book | |
| Quote | |
| Purchase Order | |
| Sales Order | |
| Invoice | |
| User Lookup | |
| Calendar Day | |
| Calendar Week | |
| Calendar Month |
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