New CRM? The First 3 Things We Do In Any New Zoho CRM

In this tutorial, we share the first 3 things we do in every new CRM we set up for our clients. Use the timestamps below to skip ahead!

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🎬 TIME STAMPS 🎬
0:00 Intro
2:38 1 - Remove Unnecessary Modules
7:46 2 - Clean Up Layouts of Records
15:13 3 - Create A Basic User Profile

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At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

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[magiccitymel]

I seriously needed this! I didn't know where to start. Glad I found your page and subscribed!

[lelemsimango]

Thanks for the insightful video Tyler. I really enjoy Bret's input with your videos, missed him on this video.

[hxxzxtf]

🎯 Key Takeaways for quick navigation:

01:14 *🛠️ Removing unnecessary modules in a new CRM helps focus on essential features, improving usability for users.*
09:44 *📊 Customizing record layouts in CRM enhances user experience by organizing information into logical sections, improving readability.*
16:53 *🔐 Creating a basic user profile in CRM involves customizing permissions to restrict actions like mass delete or data export, enhancing data security.*
22:29 *💼 Consider carefully enabling integrations like Google contacts and calendar sync, ensuring they align with your team's workflow and needs.*
22:57 *🛡️ Limit developer permissions to admins and developers only, preventing unnecessary risks associated with sales reps setting up API connections in CRM.*

Made with HARPA AI

[anndriarobinson]

New to Zoho One, this video was very helpful.. Thank You 😊

[everardokeeme]

So should I be creating Basic profiles for ALL modules also?

[ideationstation]

This is a beneficial first step. We are seriously trying to use three Zoho modules under a Zoho One Subscription: CRM, Books, and Inventory. The struggle we are having is synchronisation of records and, in particular, knowing if we can turn off things like invoices and sales orders in CRM so that we can import the same from Books and Inventory. We also have specific fields we are using in Books that are not in Zoho CRM, which we feel are essential, and a few we would like to add under the customer record, such as the district a client is located in. Lastly, we want to add a client workflow triggered by the shipping date. From this shipping date we must contact a client once a week over twelve weeks, how could we potentially do this?

[JodiClarke]

thanks this was very helpful. do you have anything on how to set yourself up for a service-based business like a life coach with 1:1 sessions with clients and you want to keep records?

[TiaGLDN]

Hello! I have a very basic but possibly complicated question. I have a client that brought ZOHO to me as I’ve worked with other CRM systems in the past and this is their preferred system they want to now move forward with. However, I’m not sure how the ownership or admin works if I set it up with my own email then transfer ownership like I have with other systems. Or, should I walk them through the setup process so that they’ll have to initially start with their own email address. My only worry is that they’ll have access to the system before everything is setup, I’m sure they’ll get email alerts about everything I trigger and test, etc. Any advice is much appreciated!

[vaporwareproducts]

Thx how can I get my Facebook and other SoMe contacts into my Bigin platform