Step 1 : Think about the modules in your Business
Leads
Clients
Associates
Vendors( AMC , RTA etc)
Task
Deals/ Transactions
Meetings/ Appointments
All Staff E mails / Desk
Proposals
Marketing : Survey, Feedback, Campaign - Whatsapp or E mail or Social Media, Blogs, Videos
Step 2 : Create your Pain Area and Automation requirement in each of these modules
Leads :
- You will import all bulk leads and then keep adding to your references or any prospect in the lead section
- Must have an automation of sending an introductory whatsapp or E mail or both at the time of addition
- Automatic task should be created to follow up on the lead - 5 days, 15 days and then 3 months and then 6 months and then 1 year etc till when it gets converted or gets into junk
- As a staff you want to see the leads mapped to you
- As an admin you need to see the report of total lead vs converted leads, junk leads, pending leads etc
- You have to decide at which stage you will move a lead to client section
Clients
- You will import all existing clients from your MF Software or you can fetch through API
- You will choose an unique identifier to know that these are converted clients
- You will choose the unique identifier to know that these are yet to be converted clients ( under progress)
- Must have an automation of sending a welcome message/mail on 5th day then training message on 30th day, then review reminder on 90 days etc
- Automatic task should be created to follow up on 3 months, 1 year , birthday etc
- As a staff you want to see the customers mapped to you
- As an admin you need to see the report of total customers vs active customers, dormant customers etc
Task
- You should get into a habit of assigning task to any of your staff through ZOHIO task management
- You should get into habit of creating task for yourself also
- You should check total task status - pending, completed etc
Deals/ Transactions
- You should create Deal for every thing - unit sell or Unit repurchase
- You should record the discussion on every deal
Meetings/ Appointments
- You should create meeting link for every online discussion with customer for a recorded discussions
- You may share the recording links with your customer
All Staff E mails / Desk
- Create a single E mail ID and map in ZOHO
- Manage all your E mails at one place
- Assign auto or manually the tickets to each RMs or support executives
Marketing : Survey, Feedback, Campaign - Whatsapp or E mail or Social Media, Blogs, Videos
- Create Zoho Campaign page
- Create Zoho Sites
- Create Zoho Blogs
Step 3 : Fill up our survey Questions and send us to get your Set up ready !
Marketing : Survey, Feedback, Campaign - Whatsapp or E mail or Social Media, Blogs, Videos
FAQs on ZOHO Set up : https://www.armfintech.in/blogs/post/zoho-set-up-services