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Table of
CONTENTS

2 Introduction

3 Identify your processes

8 Select your Zoho™ applications

19 Do you need a Zoho™ bundle?

24 Customize your applications

40 Branding your system

43 Conclusion

44 About the author

45 Connect with us!

To our SuccessFULL
Entrepreneurs & Freelancers

The value that you bring to the world is

necessary. First of all, thank you for all that you
contribute to communities and society as a
business. You are amongst the great.

At SuccessFULL Solutions, we utilize the Zoho™

Operating System ourselves and we build
simple systems for small businesses using
Zoho™. We are able to customize cloud systems
by selecting applicable Zoho™ applications,
then integrating them together. It's like building
your own custom operating system in the
cloud!

In this eBook for small businesses, we will

discuss our process for customizing Zoho™ so
that you can create your own unique system.
Let's get to it!

2
IDENTIFY YOUR
PROCESSES

IDENTIFY YOUR BUSINESS PROCESSES

First thing's first! You will need to identify your processes.
Every business has (or should establish) processes for every
area of the business.

There are 6 Main Business Processes. Most businesses use

all 6 of these processes. However, if you're just starting out,
you may not have some business processes in place right
away, such as Human Resources or Customer Retention. You
should definitely have a Sales Process because this is where
you will track your Leads and convert them into paying
customers/clients.

Look at the following Business Processes, and determine

which ones you're already using, as well as the processes you
may need to implement. Remember, your business won't be
scalable until you have processes in place.

3
 BUSINESS PROCESSES
Accounting

1 The process to manage income and expenses.

Customer-Retention

2 How you care for your customers after they've purchased your
product/service and the process to retain them and prompt
referrals.

Human Resources (HR)

3
How you search, find, hire, orient, manage, review, promote,
retain and fire people.

Marketing
4 The way you get your message to your target audience and
spark interest in your products/services. This is how you find
prospects for the sales team.

Operations
5 The process(es) to make your product, perform your service
and/or provide the product/service to your customer. Could
be from 1 or more processes.

Sales
6 The process to convert a Lead to a Client/Customer.

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IDENTIFY YOUR
PROCESSES

IDENTIFY YOUR OPERATIONS PROCESSES

Your business may have several Operations Processes. There
are the processes to create your products, services, etc. You
may offer either products or services - or a combination of
both. Regardless, you will need to identify and/or establish
your Operations Processes.

Each department in your business may have several

Operations Processes. There may not just be one of each,
there could be several.

For example: ABC Car Detail Company has 10 locations and

offers a service that details cars but also sells automobile
accessories. They may have a Customer Service department
that handles the services and a separate Customer Service
department that handles the products/goods. Each of those
Customer Services Processes will be different. Therefore,
there will be two Customer Service Processes.

Take a moment to identify all of your current Operations

Processes. You will need this information later.

5
 OPERATIONS PROCESSES
Account Management

1 The process to manage income and expenses.

Customer Service

2 How you care for your customers after they've purchased your
product/service and the process to retain them and prompt
referrals.

Distribution

3
This is the process of spreading a product throughout the
marketplace to give more customers access to it. Includes
pricing, placement, promotion.

Logistics
4 The planning and execution of transportation of goods from
the supplier/manufacturer to the point of consumption.
Includes storage, packaging, inventory, transport.

Production
5 Method of using economic resources and labor to provide
goods and/or services to consumers. Includes efficiency and
quality.

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 OPERATIONS PROCESSES
Project Management

6 The general management, planning and control of the

implementation of a project. Includes planning, analysis,
design, development, testing, implementation.

Quality Control

7 Process to ensure the quality of a product or service is

maintained and/or improved. Includes planning, control,
assurance and improvement.

Service Delivery

8
The process of delivering a service to customers. Includes
documentation of tasks, roles, responsibilities, etc.

Service Technicians
9 The process to perform a job installing and testing products,
equipment and machinery then providing instructions for the
use of the product.

Warehouse
10 Warehouse operation to receive, putaway, store, pick, pack,
and ship products to customers.

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SELECT YOUR ZOHO™
APPLICATIONS

REVIEW ZOHO™ APPLICATIONS

Now don't allow yourself to be overwhelmed. There are a
LOT of Zoho™ applications available. Now it's time to decide
which you need for the processes you've identified.

Let's make this easier by categorizing the Zoho™ applications

so that you can review the applications that only apply to
your business.

Click the icons or description of each application to learn

more and you will be directed to Zoho™ URLs.

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 SELECT YOUR ZOHO™
APPLICATIONS

SALES APPLICATIONS

CRM (Customer Relationship Manager) is an application that isn't just used for data, but also to
automate workflows, processes, campaigns, customer journeys, and more. Zoho CRM integrates
CRM with the other Zoho and non-Zoho applications to achieve maximum productivity

Minimal by design and crafted with the utmost importance to functionality, Bigin offers just the right
set of CRM features to help small businesses streamline their sales, close more deals, and grow
faster.
Bigin

Omnichannel customer service software to delight and retain customers. Zoho Desk improves agent
productivity, increases customer happiness, and builds loyalty.
Desk

Zoho SalesIQ offers your marketing, sales, and support teams the digital customer engagement tools
to communicate with every site visitor at every stage of the customer lifecycle. This all-in-one live
chat and analytics platform promotes proactive customer engagement, allowing you to initiate the
SalesIQ
right kind of conversation at exactly the right time.

Online scheduler for offering the best consultations. Zoho Bookings syncs your calendars while
letting customers self-schedule and pay for appointments. Our user interface auto-customizes for
your industry, meaning you feel right at home. Say hello to smart scheduling!
Bookings

The all-in-one growth automation platform. Performance marketing made easy. Run referral
marketing programs on your ecommerce platforms or websites to help your business thrive when it
Thrive comes to customer growth.

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 SELECT YOUR ZOHO™
APPLICATIONS

MARKETING APPLICATIONS

Schedule unlimited posts, monitor what matters, and create custom-reports to analyze your social
media performance with Zoho Social.
Social

Create responsive designs, customize messages, deliver emails to inboxes, trigger automated
workflows, and connect with new customers—Zoho Campaigns provides the toolkit to meet your
Campaigns email marketing needs.

Create forms, share them online, receive instant alerts, and efficiently manage your data with our
integrated apps. Take a deep breath and focus on your business while Zoho Forms handles it all for
Forms you.

Create your survey in minutes. Reach your audience on every device. View results graphically and in
real-time. With over 25 question types, and features like skip logic and piping, you can design your
Survey perfect survey. Spruce it up to suit your brand and style with customizable themes.

Build websites the way you want. Focus on your passion. Whether it's blogging, photography,
business, or art—let your website do the talking.
Sites

Conversion Optimization and Personalization Platform. Measure your key website metrics,
understand your visitors' online behavior, and give them a personalized website experience to boost
PageSense conversions.

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 SELECT YOUR ZOHO™
APPLICATIONS

MARKETING APPLICATIONS (cont.)

Zoho Backstage is an event management software that empowers event organizers to plan and run
conferences, meetups, and product launches with greater efficiency and impact.
Backstage

Zoho Meeting is a secure online meeting platform and webinar solution that helps people find new
ways to collaborate and work remotely with efficacy. Enhance your remote collaboration experience
Meeting today with our highly secure online meeting software.

Zoho Commerce contains all the tools you need to build a website, accept orders, track inventory,
process payments, manage shipping, market your brand, and analyze your data.
Commerce

Design and publish beautiful landing pages with Zoho LandingPage, and optimize them with
insightful performance metrics. Integrate with your favorite sales and marketing tools to convert
LandingPage page clicks into profitable sales.

Zoho SalesIQ offers your marketing, sales, and support teams the digital customer engagement tools
to communicate with every site visitor at every stage of the customer lifecycle. This all-in-one live
chat and analytics platform promotes proactive customer engagement, allowing you to initiate the
SalesIQ right kind of conversation at exactly the right time.

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 SELECT YOUR ZOHO™
APPLICATIONS

CUSTOMER SERVICE APPLICATIONS

Omnichannel customer service software to delight and retain customers. Zoho Desk improves agent
productivity, increases customer happiness, and builds loyalty.
Desk

Zoho Assist empowers businesses across the globe with secure cloud-based remote support and
remote access software to deliver top-notch customer support experience. Establish secure web-
Assist based, on-demand connections with remote PCs, laptops, mobile devices, and servers with ease.

Zoho Lens is an augmented reality-based remote assistance software you can use to take a look at
problems in equipment—ranging from plant machinery to servers—at any moment, right from your
Lens desk, by accessing a user’s smartphone camera at the remote location.

Zoho SalesIQ offers your marketing, sales, and support teams the digital customer engagement tools
to communicate with every site visitor at every stage of the customer lifecycle. This all-in-one live
chat and analytics platform promotes proactive customer engagement, allowing you to initiate the
SalesIQ
right kind of conversation at exactly the right time.

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 SELECT YOUR ZOHO™
APPLICATIONS

FINANCE APPLICATIONS

Zoho Books is online accounting software that manages your finances, automates business
workflows, and helps you work collectively across departments.
Books

Zoho Invoice is online invoicing software that helps you craft professional invoices, send payment
reminders, keep track of expenses, log your work hours, and get paid faster.
Invoice

Travel and expense management to streamline corporate travel, automate expense reporting, gain
complete control over spending, and get crucial financial insights to stay two steps ahead.
Expense

Increase your sales and keep track of every unit with our powerful stock management, order
fulfillment, and inventory control software.
Inventory

Subscription billing software. Handle your customer subscription billing life cycle from end to end.
Automate recurring billing, manage subscriptions, send professional tax-compliant invoices, and get
Subscriptionspaid on time, every time.

Collect payments online. Build a custom, branded payment page in a matter of minutes and start
accepting payments right away.
Checkout

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 SELECT YOUR ZOHO™
APPLICATIONS

PEOPLE & HUMAN RESOURCE APPLICATIONS

Zoho People is a cloud-based HR software crafted to nurture employees, quickly adapt to changes,
and make HR management agile and effective. Simplify your HR operations, retain talent, and build a
People high-performing workforce while putting employee experience first.

Zoho Recruit offers a powerful ATS and CRM in a single recruitment platform. With scalability,
customization, and remote hiring tools, Recruit has everything your staffing agency or internal HR
Recruit team needs to match the right candidate to the right role.

Build a thriving workplace culture with Connect's centralized intranet solution for internal
communications, employee engagement, and collaboration.
Connect

Zoho Workerly is an end-to-end temp lifecycle management software for staffing agencies. It is a
unified platform to schedule temps, manage e-timesheets, generate invoices, and close jobs faster.
Workerly

Future-proof your workplace with Zoho BackToWork. Zoho BackToWork lets you make your
workplace transition a smooth one.
BackToWork

Zoho Shifts is your dedicated shift scheduling tool. With its powerful, easy-to-use features, you can
draft work schedules, track team hours, and communicate with employees from any device.
Shifts

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 SELECT YOUR ZOHO™
APPLICATIONS

OFFICE APPLICATIONS

Secure Business Email for your organization. Host your business email on a secure, encrypted,
privacy-guaranteed, and ad-free email service.
Mail

Writer is a powerful word processor available across all of your devices. Collaborate with teammates
in real-time. Create elegant, inspiring documents.
Writer

Create spreadsheets your teams can easily collaborate on for free. Powered with an automated data
processor, an AI-assisted data analyst, and 1000+ integration possibilities, Zoho Sheet makes data
Sheet handling easier and more effective.

Collaborative presentation software. Design professional slides, collaborate with your team, and
deliver visually engaging presentations for free anytime, anywhere on any device.
Show

Note-taking app that can be used across all devices. Can create notes with text, checklists, audio,
photo, files or sketches.
Notebook

Zoho Bookings is an online scheduler that syncs your calendars while letting customers self-schedule
and pay for appointments. The user interface auto-customizes for your industry.
Bookings

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 SELECT YOUR ZOHO™
APPLICATIONS

OFFICE APPLICATIONS (cont.)

Shared inboxes for effortless team collaboration. Create common inboxes for your teams and give
them the comfort of working in a transparent workspace.
TeamInbox

Transactional Email Service with instant delivery. Your transactional emails carry crucial information.
ZeptoMail is a reliable and secure service that delivers these all-important emails instantly. With
ZeptoMail high-speed delivery and great inbox placement, ZeptoMail means you no longer keep your
customers waiting.

Zoho Calendar is an online business calendar that makes scheduling easy for you. You can use it to
stay on top of your schedule and also share calendars with your team to keep everyone on the same
Calendar page.

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 SELECT YOUR ZOHO™
APPLICATIONS

PROJECT MANAGEMENT APPLICATIONS

Zoho Projects is cloud-based project management software which helps you plan your projects, track
work efficiently, and collaborate with your team, wherever they are.
Projects

Zoho Sprints is an agile project management tool that helps teams adopt an iterative and
collaborative approach to work.
Sprints

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 SELECT YOUR ZOHO™
APPLICATIONS

TEAM COLLABORATION APPLICATIONS

Online file management. Transform the way your team works together—give them a secure, shared
workspace, so their ideas have a home from conception to realization. Create, collaborate, and make
WorkDrive teamwork happen.

Zoho Cliq simplifies your team communication with organized conversations, easy-to-find
information, and connections to the tools you love. Work together, no matter where you are.
Cliq

Zoho Connect is a centralized intranet solution for internal communications, employee engagement,
and collaboration.
Connect

A complete digital signature app for business signatories.

Sign

Zoho Learn is a complete knowledge and learning management platform that helps you capture and
retain your team's knowledge, build training programs, and measure the results of your training.
Learn

voice connectivity across the globe. Redefine business communication and accelerate growth with an
agile cloud-based VoIP phone system.
Voice

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DO YOU NEED A ZOHO™
BUNDLE?
Be sure to compare pricing before making a decision on whether
you need a Zoho™ Bundle or not. A bundle is a collection of
applications that comes as a package.

To determine whether you need a bundle, check the pricing on

each Zoho™ application you need and total them together. Then
review the pricing for each bundle, as well as the applications it
includes and decide what's best for your business.

For example:
If you only need Zoho™ CRM, Zoho™ Forms, and Zoho™ Mail,
check the price for each of those applications, then add them
together to see if the price is lower or higher than Zoho™ One
(bundle).

My rule of thumb: If you're going to need more than 3 Zoho™

applications, then it will more than likely cost less to go with a
bundle. As your business expands, you'll already have access to
the other applications, without having to upgrade.

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 DO YOU NEED A ZOHO™
BUNDLE?

WHICH BUNDLE IS BEST?

The answer to this is based on which Zoho™ applications you've
identified you'll need. Take a look at what's included in each bundle
below to determine which is best for your business.

The Zoho™ CRM Plus bundle is a collection of applications centered

around Sales, Marketing and Customer Service.

CRM - Salesforce Automation

Campaigns - email marketing automation
Desk - manages support help desk
SalesIQ - website visitor Tracking and chat
Social - manage social media pages
Projects - team collaboration for projects
Survey - collect customer feedback
Analytics - business reports

If you need to be able to create webforms that are integrated with

the CRM or any other functionality that isn't available within these 8
applications, you'll want to consider Zoho™ One.

Click here to start a free trial of Zoho™ CRM Plus

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 DO YOU NEED A ZOHO™
BUNDLE?

The Zoho™ One bundle comes with over 40 Enterprise level Zoho™
applications to run your entire business.

Analytics - business reports

Assist - troubleshoot customer issues
Backstage - plan and run events
Bigin - pipeline management for small teams
Bookings - automate scheduling process
Books - accounting software
Campaigns - email marketing automation
Checkout - payment forms
Cliq - team messaging
Commerce - eCommerce platform
Connect - internal social network
Contracts - contract management
Creator - custom applications
CRM - Salesforce Automation
DataPrep - data cleansing and preparation
Desk - manages support help desk

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 DO YOU NEED A ZOHO™
BUNDLE?

The Zoho™ One bundle comes with over 40 Enterprise level Zoho™
applications to run your entire business.

Expense - manage receipts and expense reports

Flow - build integrations between apps
Forms - webforms for lead generation
Invoice - invoice management
Inventory - inventory management system
Learn - learning and training platform
Lens - technicians can view problems
Mail - ad-free email
MarketingHub - integrated marketing automation
Meeting - web conferencing and webinars
Notebook - note-taking app
PageSense - optimizes web pages
Payroll - payroll for employees
People - human resource software
Projects - team collaboration for projects
Recruit - system for recruiting and hiring

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 DO YOU NEED A ZOHO™
BUNDLE?

The Zoho™ One bundle comes with over 40 Enterprise level Zoho™
applications to run your entire business.

SalesIQ - website visitor tracking and chat

Sheet - spreadsheets
Show - slide decks and presentations
Sign - digital signatures
Sites - website builder
Sprints - agile team project management
Social - manage social media pages
Subscriptions - recurring subscriptions
Survey - collect customer feedback
TeamInbox - shared inboxes and tasks
Vault - secure password management
WorkDrive - manage team files
Writer - word processor

Click here to start a free trial of Zoho™ One

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CUSTOMIZE YOUR
APPLICATIONS
Now it's time to customize your Zoho™ applications!

It's often best to start with your CRM. This will either be Zoho™
CRM or Zoho™ Bigin. Think of the CRM as your main database. It
will house all of your Leads, Accounts, Contacts, Vendors, Deals
and more. By assessing your current system (if you're migrating
from another crm or from spreadsheets to Zoho™), then
determining which fields already exist in Zoho™, then creating
custom fields for any special or unique fields your business
needs. Pay close attention to the data types. When creating
unique fields in Zoho™, you'll need to make sure the data type
from your old system is the same data type in Zoho™.

For Example:
Let's say you have a drop-down field in your old system, you'll
want to make sure that custom field is also a drop-down field in
Zoho™.

If you are migrating from another system to Zoho™, I must warn

you that Data Migration takes patience. The data has to first be in
a format that matches the fields and data types in Zoho™, which
means there's a lot of data preparation that has to happen before
you can import data into Zoho™.

24
 CUSTOMIZE YOUR
APPLICATIONS

Our goal in this ebook, is to show you how to set up a basic version of
Zoho™ CRM (and supporting applications). In this section we will
focus on the CRM.

There are 4 main modules in the CRM that you will need to
understand. These 4 modules are the foundation of the entire
system. Many believe they don't need to use them all, but it's best to
use them all unless your process is unique in a way that makes any
one or more of these modules completely unnecessary.

Main CRM Modules:

Leads
Accounts
Contacts
Deals

Leads
In most cases, the Leads module is the starting point in the Sales
Process. All potential customers/clients must first enter your
system as a Lead
The Leads module is not typically used for employees, vendors or
contacts who are not potential customers/clients

*Special Tip*
The Leads module can also be used when you need to migrate associated
Accounts, Contacts, and/or Deals from spreadsheets or another system. Enter
the records as Leads, then mass convert to keep all components associated. This
is faster than entering Accounts, Contacts, and Deals then associating them with
one another.

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 CUSTOMIZE YOUR
APPLICATIONS

Accounts
The Account is the Company if B2B (Business to Business)
The Account is the Household or First and Last Name of the
Customer if B2C (Business to Customer)
There should only be one Account for each Company or
Household, but there can be multiple Contacts (Individuals) under
each Account
*Special Tip*
Only add fields that pertain to the Company and refrain from adding too many
fields for Accounts. Keep it simple.

Contacts
The Contacts are individuals
To refrain from having duplicate Contact records, be sure to use a
unique identifier i.e. email address and/or phone number. Adding
the unique identifier and making it required avoids duplicate
records for the same Contact
*Special Tip*
Only add fields that pertain to the Individual and refrain from adding too many
fields for Contacts. Keep it simple.

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 CUSTOMIZE YOUR
APPLICATIONS

Deals/Potentials
The Deals/Potentials are the possible transaction or purchase.
There should be a Deal for each time a customer makes a
transaction with your company
Using the Deals module (and the 'Amount' field) drives the KPI's
(Key Performance Indicators), conversion rates and analytics.
Although the transactions are also recorded in your Accounting
software, they should be recorded here as well. This is something
that can be automated with the help of a professional.
*Special Tip*
For repeat customers/clients, you do not need to re-enter them as a Lead and
convert them to a Deal. You can just create a Deal under the Contact and the
Deal will also appear under the Account associated with that Contact.

*More Special Tips*

When adding custom fields to any of the modules, be sure to select the correct
field type.

You will also need to update the Lead Conversion Mapping to ensure the data
from the Leads module flows to the Accounts, Contacts and Deals appropriately.

How to properly use the CRM

In the following diagram, 'How to use Zoho CRM Properly', notice the
flow from Leads --> Deals.

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 CUSTOMIZE YOUR
APPLICATIONS

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 CUSTOMIZE YOUR
APPLICATIONS

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 CUSTOMIZE YOUR
APPLICATIONS

To customize the modules, you'll need to go to 'Settings' and click on

'Modules and Fields' under 'Customization'

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 CUSTOMIZE YOUR
APPLICATIONS

The main modules will be listed here. Click on the module you'd like to
make changes to.

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 CUSTOMIZE YOUR
APPLICATIONS

By default, there will only be one Layout and it will be labeled

'Standard'. You will only need additional Layouts in special cases.

And example of when you would need multiple Layouts is in the case
that you have a Referral program and need to enter Contacts that will
only be "Referrers" and not "Customers".
If you would like to display certain fields based on a specific field
selection, then use Layout Rules instead of creating a separate Layout.

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 CUSTOMIZE YOUR
APPLICATIONS

You can remove most default fields and/or drag and drop new fields
onto the page. Pay close attention to the data types and make sure
they match the data you will import.

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 CUSTOMIZE YOUR
APPLICATIONS

There is a menu option called "Activities". This is where you will record
or capture Meetings/Events, Calls, and Tasks. Activities can be created
from the main modules: Leads, Accounts, Contacts, Deals.

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 CUSTOMIZE YOUR
APPLICATIONS
Additional Tips!

There are a few default fields that cannot be removed. Most fields can
be hidden under the 'Unused Items' section.

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 CUSTOMIZE YOUR
APPLICATIONS
Additional Tips!

In each module, you can create Sections to organize the data. These
Sections can be shown or hidden with Layout Rules.

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 CUSTOMIZE YOUR
APPLICATIONS
Additional Tips!

If you are using a VOIP phone system that integrates with Zoho™, your
inbound and outboud calls will automatically be captured in the CRM.

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 CUSTOMIZE YOUR
APPLICATIONS
Additional Tips!

If you integrate your emails with Zoho™, emails to and from

customer/clients will automatically be captured in the CRM. Make sure
the emails are "Public" if team members need to be able to see emails
to/from clients.

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 CUSTOMIZE YOUR
APPLICATIONS

Once you've set up your CRM, you can move on to other applications.
Each application is different. Since they're all different, take the time
to learn about each application on our YouTube channel or anyone's
content that's available on the internet.

If there's a particular application or functionality that you'd like to

learn more about, message us and let us know! We are always looking
for ideas for tutorials and courses.

There are also communities that you can join to ask questions and
learn more about Zoho™. Click the links below to learn more...

YouTube Channel: SuccessFULL Solutions

Facebook Group: SuccessFULL Business

Solutions for Small Business Owners

Online Academy: SuccessFULL Learning

Zoho™ Forum: Zoho Community

When it comes to customizing your system, there are MANY options

and ways to design a unique system for your unique business.

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BRANDING YOUR
SYSTEM
MAKE IT YOUR OWN

Most Zoho™ applications allow you to make the application your

own by branding it with your logo, company information, domain,
etc.

Here are some things you can do to brand your

Zoho™ applications:

Add your Organization information

Most of this information has to be entered when you first begin
using Zoho™. This will consist of information like your Company
Name, Address, Phone, EIN, language, Time Zone, website, etc.

Choose a Portal Name

When you first log into applications like the CRM, you'll need to
name your portal. (This name will appear in the URL of each
page.) It will have to be unique (the system will reject it if the
name is already taken) and you'll probably want to keep it short
and sweet.

40
 BRANDING YOUR
SYSTEM
Logo
In each application, there's a Settings icon. This is more than likely
where you'll see the ability to upload your company logo, which will
be visible throughout the application. You can also pull this logo into
documents and contracts.

Canvas
The CRM has a feature called Canvas. With Canvas, you can
completely change the look and feel of your CRM modules (Leads,
Accounts, Contacts, Deals, etc.). You can use your exact color codes,
your logo, and create your own design.

Here is an example of what you can do with the Canvas feature.

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 BRANDING YOUR
SYSTEM
Dashboards
In Zoho™ Analytics, you can create Dashboards to match your brand.
You can include your logo and arrange components/widgets to
reflect the KPI's (Key Performance Indicators) and reports that your
team need to review on a regular basis.

Domains/Emails
In each Zoho™ application, you may have the ability to enter your
own domain and/or email address. There are default email
addresses provided by Zoho™ that can easily be replaced with your
own organization email addresses

When it comes to branding your system, there are MANY options and
ways to brand your unique system.

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IN CONCLUSION

CONGRATULATIONS!

If you've followed the instructions in this ebook, you should have

a basic setup of the Zoho™ CRM. If there are additional
applications you'll need, you can integrate and customize those
as well. Not all Zoho™ applications are as customizable as the
CRM. For example, the accounting application, Zoho™ Books, isn't
as customizable simply because it is accounting software and has
to have limits to maintain accuracy.

But don't stop here! Continue to build your system as you see fit.
You may need to build in automatic email replies, set up
automated tasks and reminders, design reports, and much more.
You are free to customize your system as much as you need. This
is the beauty of Zoho™. Enjoy!

43
ABOUT THE AUTHOR

Keitha Freeman
Keitha Freeman is a Zoho™ CRM Certified Partner.
‌Keitha's background is in technology. She worked in
corporate America for 16 years before starting
SuccessFULL Solutions. With over 5 years of experience
customizing Zoho™ applications, Keitha likes to teach
others how to maximize the use of Zoho™ to establish
and grow their small businesses.

Keitha Freeman
Click to Book a Free Consultation

6
44
 CONNECT WITH US!

Connect with us on social media!

We share tips and tricks to help you maximize

your Zoho™ Operating System.

If you haven't already, be sure to join our private

Facebook Group,
SuccessFULL Business Solutions for Small
Business Owners

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