epratikshana zoho crm-flow chart

8/14/2019 ePratikshana Zoho CRM-Flow Chart

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What Problems do you Face?

Sales Persons Expenses and Tracking of their activities Performance Metrics for Sales based on Territories,

Products etc. Enquiry from Customers till the stage of Order Booming business and Requirements for managing

Information Reports creation and comprehensive analysis Management of Distribution Channels Customer gets a better Experience of your company Scattered information making it difficult to serve

customers

Incomplete view of business


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True 360 View of Customer InteractionsReceiveMarketing Promotion

Browse Site,Request Information

SaC

In PerMeeti

Approve Quote,

Place Order

Receive Notificationof Fulfilled Order

Track OrderShipment

Re-orderOnline

ServiceInquiry

ZOHO CRM & SCMSuite


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What is the Business Suite?CRM Customer Relationship Management

The interactions with Customers are very important inBusiness1. Enquiry Details, Contact Details, Company Details2. Opportunity Details3. Products or Services to be offered4. Quotation, Sales Order and Invoicing5. Service or Complaint Management

SCM Supply Chain Management1. Inventory Management2. Relation with Suppliers and Dealers3. Purchase Order Management, Logistics Management

4. Integration with Sales and Complete Organization


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Headquarters

Warehouse 2

StrategicPartners

Preferred

Customer

Warehouse 1

Small to Medium Enterprise


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ZOHO CRM & SCM Suite = Business Growth

Benefits for youSee 360 degree view of Your Business Online

Identify Business Bottlenecks & Trends

Integrated Invoicing - reducing Payment Transaction Time

Centralize Customer Conversations

Visualize your ROI as Reports and Dashboards

Only Operating Expenses not Capital ExpenditureLowest TCO and Fast ROI

Flexibility & Responsiveness


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Features of SAAS Software delivered via web

browser.

Infrastructure hosted @ ZOHOsdata center.

No requirements for hardware,software installations andupgrades.

Multi-Tenant - Multiple customersdata stored in a single database

Introducing ZOHO CRM & SCM Suite


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Manage it yourselfStep 1

HARDWARE SERVER OS

Manage it Yourself Style

LicenseMaintainPatchReplace

LicenseMaintainPatchUpgrade


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HARDWARE SERVER OS DATABASE



LicenseMaintainTuneUpgrade



lf


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HARDWARE SERVER OS DATABASE APPLICATION

LicenseBack-upUpgradeMigrate






M i lf D i A i


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HARDWARE SERVER OS DATABASE APPLICATION








LBUM

Manage it Yourself Style X 2-3 apps

Manage it yourselfDo it Again

ZOHO CRM Eli i S 1 6


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LBUM

HARDWARE SERVER OS DATABASE APPLICATIO

Subscrib

ZOHO Business Style

ZOHO CRM: Eliminate Steps 1-6

T diti l V H t d S l ti


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Manageit

Yourself ?

Traditional Versus Hosted Solution

ZOHO

CRM & SCM

SuiteOnDemand

Style

The f nctionalities A ailable


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Email Marketing OnDemand Management

Service Management

Managerial Reporting, Dashboards & ControlIntegration with ZOHO EBS & Customisation

Sales Automation

Marketing Automation

Mail Integration

ZOHO Additional Mail & Portal Service

The functionalities Available

How it works?


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How it works?

ZOHO CRM Features


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ZOHO CRM - Features Marketing Automation

Campaigns ,E-mail Marketing Sales Force Automation

Leads, Accounts, Contacts Opportunities

Service Management Customer Support Cases, Solutions Web Forms

Inventory Management Quotes, Price Books, Vendors, Purchase Orders Sales Orders & Invoices

Build the Relationship and Business


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Campaigns Quali

fyLeads Disqualified Leads

Opportunities

Convert Leads

Quantif y Leads

Rejected/Archive Leads

Auto-Create

Records

Accounts/Customer Contact Opportunities

Yes

Yes

No

No

Quotes

Convertto Sales

Order

No

Yes

Convertto

Invoices

Upsell/Cross-sell

Build the Relationship and Business

ZOHO CRM B2B Process


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ZOHO CRM B2B Process

ZOHO CRM - B2C Process


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ZOHO CRM - B2C Process

ZOHO CRM - Features


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ZOHO CRM Features

Reports & Dashboards 25 + Standard reports, Fully customizableWorkflow Rules Trigger e-mail to Leads & ContactsOutlook Plug-in Sync Contacts, Tasks & CalendarOut-of-box Customization

Custom fields, Rename Tabs, Page layoutsRole-based Security

Roles & Profiles Groups, Sharing rules

Central Single Data Management & Storage


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Central Single Data Management & Storage

Role-based Security


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Role based Security

Product Customization


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Product Customization

Steps in Implementation


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Steps in Implementation

Implementation Methodology


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Implementation Methodology

Data Security


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y

Default HTTPS mode Daily back-up of all the

data Hosted in Equinox data

center, USA Suspicious Traffic

Scanning

Individual NodeScanning

What are your CRM & SCM Suite Objectives?


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y j

Cross-sell based on policy and customer profileUp-sell based on policy renewal informationDemographic segmentation & Purchase trends analysisBetter policy and customer servicing with quick turn-around time

Pipeline Analysis and Performance DashboardsRegion, Branch & Product-wise Sales PerformanceWin/Loss reason analysis and Business TrendsClosed loops marketing

Vertical Best Practices360 view of customer across all touch pointsImprove lead conversion by ensuring zero lead slippageIndividual sales performance analysisIntuitive, Internet-driven User InterfaceSales coaching and assessment toolsVirtual call center, Multi-channel service

Our Customers


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Customer Testimonial


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Adam StonePresident, D-Tools, In c

I first looked at ZOHO CRMbecause of the price. I decided toimplement it for my companybecause of the quality. I decided toinvest in the platform because ofthe innovation. In my experience implementing anumber of CRM systems fromSalesforce.com to NetSuite,ZOHO's feature set and ease ofuse made it the best fit for my

company regardless of price.

ZOHO CRM is simply the best. Witreading ANY help files I was up in runwith the ZOHO CRM system in dayday #4 I had trained my entire team all processes and functionality and sea series of automated actions streamline my operations.

The 3 things make ZOHO a winnerthat its easy to setup, its easy customize as your business evolves, its easy to use and train employees on

Steve Giovi,CEO, ImplantVisionCommunications LLC

The Great Unbeatable Offers
http://www.d-tools.com/http://www.d-tools.com/


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Edition Free Users 4 th User or More

Free EditionOnly CRM

Professional EditionCRM +SCM

Enterprise EditionCRM +SCM

USD12 /user/month

USD25 /user/monthFirst 3 users

First 3 users

3 users

Why ZOHO CRM? Cont.


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Internet Power in Your Hands


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ZOHO Suite


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ZOHO Suite


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ZOHO Projects


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Queries?


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Security

Uptime Guarantee Disaster Recovery Future Vision

ZOHO CRM & SCM SuiteOD Differentiators


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1. Simple Licensing Policy One CRM & SCM Suite for allcustomers. All functionality enabled in the base productunlike competition that has different editions like Group,

Professional, Enterprise and Unlimited that have differentfunctionality turned on/off.2. Product Functionality

1. Built-in data warehouse for historical analysis and drill downanalytics

2. Customizable Layouts with no limits in number of fields3. ZOHO Tools to do many things online ZOHO Projects

3. Rapid Implementation 3 weeks maximum forCustomization

4. Flexible Deployment Options5. One vendor technology, hosting, application and online

tools

Intellectual Property / Confidentiality Statement


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The information in this document has been madeavailable to any company on the strictunderstanding that it, or the information herein,will not be shown, read, or passed to any personwho is not a current employee of your company.

Key Take Away


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Why Doctors Should Be Worried?


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We have SAAS solution for EHRElectronic Health Records

EHRClinical & Ambulatory Practices


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It is advantageous for Indian Health System to wait.Within 12-18

months they will likely have the opportunity to acquire aplug-and-play

EHR In-house or SAAS.For HER, the US and CANADA will be making it

mandatory for Hospitalsto maintain these records.We are providing a very cheap solution to that for you

using the ZOHOSuite.

The need for change is real and mandated

In the US there are more than 20,000 healthcaretransactions each

Electronic Health Record (EHR)


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In Canada, in the absence of a comprehensive EHRsystem, for every

1,000 the figures are revealing. Hospital admissions, 75 people will suffer an adverse

drug event; Patients with an ambulatory encounter, 20 will suffer a

serious drug event; Laboratory tests performed, up to 150 will be

unnecessary; Emergency room visits, 320 patients will have an

information gap, resulting in an average increasedstay of 1.2 hours.


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EHRWhat Should I Know?


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What is the Network Effect of Networked EHRs? The network of EHRs could act as a value multiplier. Without a network the value multiplier is zero. One EHR is worth nothing Two EHRs connected to each other are worth

something A network of EHRs is very valuable.


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Our Expertise


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We are team of people with expertise

Enterprise Resources Planning Suites Customer Relationship Management Suite Supply Chain Management SAAS Software As A Service Solutions or OnDemand

solutions Expert in implementation of ERP and CRM suites with domain

knowledge of various industries. Expert in leveraging latest innovation in Computer Technology Software Training for Industries and Top level Executives Annual Maintenance Contracts Software Consulting for ISO Certification


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What's new? (September/October 2009 edition) Zoho has been focused on integrations across our different services

so that users can have a consistent and meaningful workflow whiledoing their daily tasks. Some of the integrations to date are:

Sheet integration with CRM Mail integration with CRM Writer & Sheet integration in Zoho Projects Meeting & Chat integration in Zoho Show Creator Integration in People

Projects integration in Invoice Writer, Sheet & Show integration in Notebook Writer, Sheet & Show integration into Wiki Chat integration in Writer, Sheet, Show, Notebook, Meeting etc


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Why should you care about this as a partner? In a word, Opportunity.While many partners focus on a single app like Z CRM to generatetheir revenues with Zoho, there are alot more upselling possibilitiesonce you see the whole picture. For example, many customers are

willing to look at Z CRM AND consider swapping out their Exchangeenvironment for Z Mail in order to save more money and move to acompletely hosted and integrated environment. Here are some ideasfor you to generate services revenue:

Email Setup for Custom Domain(s) for Org Migrate Email Accounts from Existing Systems (Exchange & Others)

POP/IMAP Setup & Configuration Setup & Config of Mail clients (Web, Desktop & Mobile) Mail aliases for the org Multi-domain email configurations Email Sync Setup (with CRM etc)


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So in addition to the CRM set-up and configuration revenues, you canupsell your clients to Z Business and provide a host of services likethe above. Our product team will be more than happy to walk youthrough these scenarios to help you boost your services practice

around Zoho applications. Regarding Google; there are many users who have accounts in both

Google and Zoho. with our Sign-in integration, users don't have tobother signing in with two accounts. They can simple use their GoogleID and start to use Zoho as well. One example of a blend is Gmail andZ CRM. Our Partner Virus Woman is successfully targeting Googleusers with Z CRM and providing turnkey services to ensure they areinteroperating properly using GMail as a POP account inside Z CRM.

You will soon see an integration with Google Docs and one of our coreservices - which will provide additional selling opportunity for you.

I hope this introduction to cross selling and upselling Zoho is useful.As SaaS continues to gain traction in the marketplace, barriers forintegration and access are being removed. Seeming competitors likeZoho and Google can compliment one another and our partners canbenefit once you see the holistic perspective and great opportunitiesemerging from this fantastic shift we are witnessing in the software
http://www.viruswoman.com/http://www.viruswoman.com/

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