What are the Steps Follow For Zoho CRM Customization? - PowerPoint PPT Presentation

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What are the Steps Follow For Zoho CRM Customization?

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Zoho CRM is varied for all businesses and Zoho CRM Customization has become an imperative component of CRM software as it helps to increase efficiency, optimizes available resources, and decreases the wasting of resources, such as time. Zoho CRM offers many customizations and it is an ideal choice among businesses to improve sales. – PowerPoint PPT presentation

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Title: What are the Steps Follow For Zoho CRM Customization?


1
  • What are the Steps Follow For Zoho CRM
    Customization?
  • Zoho CRM is varied for all businesses and Zoho
    CRM Customization has become an imperative
    component of CRM software as it helps to increase
    efficiency, optimizes available resources, and
    decreases the wasting of resources, such as time.
    Zoho CRM offers many customizations and it is an
    ideal choice among businesses to improve sales.
    Zoho CRM can be customized in many
  • ways and makes it stand out in the Custom CRM
    Software Development market. In this article,you
    will read about the steps for Zoho CRM
    customization.
  • Steps To Follow For Zoho CRM Customization
  • Module Customization
  • Page Layout Customization
  • Page-Level Customization
  • Field Setting Customization
  • Home Tab Customization
  • Dashboards, Views and Reports Customization
  • Module Customization
  • Modules in Zoho CRM keep track of things such as
    sales, customer support, marketing, inventory
    and much more. Zoho CRM has default module
    settings and it allows you to make
    customizations to these modules depending on the
    type of business you have.
  • Page Layout Customization
  • Page Layout Customization is necessary
    customization to perform in Zoho CRM. Page Layout
    Customization allows you to design pages based
    on your organization's needs. The first page is
    built then only you can choose the page layout
    while you are creating records.

2
The progress of Zoho CRM activities is checked on
the home tab. The home tab customization
includes different modules such as tasks,
dashboard, potentials, page layouts and so on.
Every Zoho CRM user can customize the home tab
in its own way. 6.Dashboards, Views and Reports
Customization The Zoho CRM Customization
procedure guarantees the right Views, Reports and
Dashboards are accessible to your
business. GooHepto is a team of experienced Zoho
Integration Experts who will help you to
integrate Zoho CRM seamlessly with the
third-party applications (such as accounting,
ERP, customer support, etc) which are crucial
for your business. Are you looking for a Zoho
Partner for your business? We have CRM Masters
and experienced professionals who have worked
across various industries and enabled businesses
to leverage the features of Zoho CRM up to its
full potential. We help you to optimize your
business processes with our top-notch Zoho CRM
solutions, feel free to get in touch. We offer
impeccable support to our clients.
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