Begin your Admin Journey
Cloudtool Technologies Pvt Ltd
What is Your Role as an Admin?
As a Zoho CRM administrator for your organization, your role is to deliver a trusted ecosystem to your employees where they can thrive successfully.
There is a list of activities that you must perform to utilize the benefits of the CRM tools in the best possible way, let us see a few examples of your core actions:
Help your employees learn and use the CRM tools appropriately
Customize the CRM platform according to your business needs
Design automated processes to help sales reps work faster and focus on things that matter more
Give your sales reps multiple channels to stay connected and interact with their customers
Analyze business metrics and make the best use of the data
We will help you discover your roles and actions in implementing Zoho CRM for your organization in the below-mentioned sections:
Setup your organization account
Manage users, roles and permissions
Automate your business process
Check out the CRM implementation guide for a step-by-step process to set up your CRM account. Additionally, learn more about your shared responsibility with Zoho.
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