FinnSys Software | ARM Fintech Consultants Pvt Ltd - Blog #zohositesFinnSys Software | ARM Fintech Consultants Pvt Ltd - Blog #zohositeshttps://www.armfintech.in/blogs/tag/zohositesFri, 03 Apr 2026 20:38:02 -0700http://zoho.com/sites/<![CDATA[Getting Started with your ZOHO Set Up ]]>https://www.armfintech.in/blogs/post/getting-started-withStep 1 : Think about the modules in your Business Leads Clients Associates Vendors( AMC , RTA etc) Task Deals/ Transactions Meetings/ Appointments All Staff ]]>

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

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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

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  • 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



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