Zoho CRM Questions & Answers

Zoho is primarily a CRM (Customer Relationship Management) system. Zoho is a suite of cloud-based software applications that offers both ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) solutions. Its CRM platform, Zoho CRM, is designed to help businesses manage and streamline their sales, marketing, and customer support activities. On the other hand, Zoho also provides ERP functionalities through Zoho ERP, which integrates various business processes such as accounting, inventory management, procurement, and order processing. As part of its broader offering, Zoho provides a range of tools that cater to different aspects of business management, including finance, HR, and collaboration, making it a versatile solution for businesses seeking both CRM and ERP capabilities.

Zoho CRM supports campaign management, lead nurturing, customer segmentation, email and survey campaigns, and marketing analysis, enhancing ROI.

Log in with admin privileges, go to Setup > Data Administration > Import, choose Zoho CRM, upload files, map fields, and start migration.

You can use Zoho Flow or APIs to set up workflows that automate data export and import processes.

Use Zoho Social to connect social media accounts. Go to Settings > Social Channels, and integrate platforms like Facebook, Twitter, and LinkedIn.

Zoho CRM has over 900 integrations available through Zoho Marketplace.

For import, go to the module, click Import, choose the file, map fields, and import. For export, go to Setup > Data Administration > Export, select the module, and export the data.

In the Activities tab, click on the task, click Edit, toggle the Reminder button, and specify the date, time, and repeat pattern.

Log in to Zoho Developer Console, go to Extensions for Zoho CRM, click Automate > Custom Actions, and create an action. For custom functions, go to Setup > Automation > Custom Functions.

Go to Setup > Automation > Workflow Rules. Click Create Rule, select the module, define the trigger, set conditions, and specify actions.