The CRM App - Setting up your Company Details

The Customer Relationship Management (CRM) app is a convenient tool to manage customers, leads and potentials. So for the convenience of our dearly beloved users, i'm going to give a few tips on how to get started. First of all, it's important to remember that your CRM app does not come pre-loaded with your contacts, schedules, company information and other relevant information. So what im going to explain here in this blog post is, assist you in setting up your CRM app for operations.

Setting up your company details

to set up your company info, you need to follow the below steps:

1. Log in to yor ZoomBAcloud
2. From the apps menu, select your CRM app
3. Select 'Settings' from the horizontal menu bar
   
   
   
   
   
   
   
   
   
   
   
   
   
4. Now select 'company details' from the list of modules available. (don't worry about the rest of the modules, we will discuss them later :)
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   

5. Now, you should be able to enter your organization specific details by clicking on the 'edit' button on the right of the following image
   
   
   
   
   
   
   
   
   

6. Once you enter in your company's details, don't forget to save it.
7. Congratulations you've just entered your company details into your CRM app. Now you should be able to use those details for when you are communicating with your market.

Introducing CRM for ZoomBA

We are excited to announce that we are introducing a Customer Relationship Management module to the collection of ZoomBA Business Apps for Small and Medium Enterprises. The CRM app is sourced from Vtiger and is integrated into the ZoomBA cloud shell for better user experience. The app is focused on serving the needs of the business person whose schedule is crammed up with appointments, to-do tasks, marketing campaigns and also making sure none of his customers are neglected.

The app supports the user in creating customizable marketing campaigns for its various marketing activities as well as maintaining marketing related accounts and contacts.

Another important aspect of the CRM app is the sales module. This module supports the user in maintaining and documenting his sales activities such as creating sales quotes, sales orders, invoices, price books and other such sales related activities. Along with the above features, the app provides an inventory management tool as well. This enables the user to monitor his stock levels while on the move and so is able to make important sales and stock related decisions so as to close a sale as quickly as possible.

Stay tuned for tutorials and how-to-use guides on the CRM app.