1. Overview ZohoCRM is on-demand Customer Relationship Management (CRM) software as a Service (SaaS) solution that delivers complete CRM functionality at a fraction of the price of other offerings. With ZohoCRM you can manage all your Sales, Marketing, Customer Support & Service, Inventory Management and Email within a single business system. Hence it is not only an application or tool but it is a way of doing business. 2. Benefits of ZohoCRM
- ZohoCRM has its own calendar through which meetings could be scheduled and events could be managed. This facilitates easy follow up with clients and leads. - It is also a collaboration tool which has its own messaging and chatting components through which the business opportunity is enhanced. - ZohoCRM could also be easily integrated with external APIs such as Quickbooks for financial and inventory management, Campaign monitor for lead management and etc. - Great value for money; It provides greater software applications for businesses at reasonable and affordable prices. Therefore it increases revenue at a lower cost. 3. Zoho CRM Business Scenario In describing the business scenario of ZohoCRM, it can be divided into sections such as Initiate Marketing, Process Sales, Manage Orders and Support as shown below: 3.1 Initiate Marketing Step 1: Either campaigns and/or Leads can be created as the starting point of ZohoCRM. 1a. Create Campaigns - Create campaigns in Zoho CRM and create them as draft campaigns in Campaign Monitor API. Email these campaigns to subscribers in Campaign Monitor API. - Post details of events related to the campaigns in the campaign owner’s Facebook wall. Advantages of integrating with Campaign Monitor API - Campaign Monitor is an email marketing service, which can be used to publish campaigns to bring more business to the company. Advantages of integrating with Facebook API - Facebook can be used as a marketing tool where you can post your campaign details on your wall and get interested individuals as leads in ZohoCRM. 1b. Create Lead - Create leads directly in Zoho CRM. - Lead creation can be done by retrieving the clicker’s details (who clicks on the link) from the Campaign Monitor API. - Creating leads by retrieving information from the Twitter API (by searching tweet contents or hash tags). - Leads can also be created by retrieving the caller’s contact details from the CallRail API. - Associate leads with products which are either goods or services that can be sold or purchased by the organization. Advantages of integrating with Twitter API - Twitter is an online social networking and microblogging service that could be used to increase marketing and identifying leads in ZohoCRM by searching tweet contents/ hash tags. Advantages of integrating with Campaign Monitor API - Campaign Monitor can be used to aquire new subscribers(leads) in ZohoCRM. Advantages of integrating with CallRail API - CallRail API is call tracking tool which can be used to capture caller details as leads in ZohoCRM to initiate marketing. Step 2: Convert Lead - Convert the qualified leads to an Account (organizations) and Contact (individuals), optionally a Potential (opportunity). - The contacts in ZohoCRM can be created as customers in Quickbooks for accounting purposes. - If the lead is unqualified then the status is updated as Junk Lead. 3.2 Process Sales Step 3: - Initiate sales process by creating Quotes. - Create quotes as estimates in Quickbooks for accounting purposes. Step 4: - Once the order is won, it can be converted to a sales order and it could be created in Quickbooks for accounting purposes. - If the order is lost, update the Potential/Quote as Closed-Lost in ZohoCRM as well as update the estimates in Quickbooks. Step 5: - Create invoices for the sales orders in ZohoCRM. - Create invoices in Quickbooks for accounting purposes. Advantages of integrating with Quickbooks API - As an accounting API, QuickBooks helps to record book-keeping functionalities by mapping relevant financial details such as customers, invoices, sales orders in ZohoCRM. 3.3 Manage Orders Step 6: - Create Vendors by retrieving vendors from Quickbooks. - Create Products by retrieving Items from Quickbooks. - Create Purchase Orders using the Vendors and Products in ZohoCRM and create them in Quickbooks for accounting purposes. - Associate purchase orders with relevant contacts in ZohoCRM. Advantages of integrating with Quickbooks API - QuickBooks helps to record inventory management details such as items, vendors and purchase orders in ZohoCRM. 3.4 Support Step 7: - Create cases for feedback received for products in Zoho CRM. - Track these cases as issues in JIRA and follow them up. The issue comments in JIRA can be updated in Zoho CRM. Advantages of integrating with JIRA API - Cases in ZohoCRM are used to track feedback received for products. JIRA API can be used as a product tracking tool to discuss any product related issues and track them until a solution is provided. This can be used in the support phase of the ZohoCRM by mapping the solutions to cases. Thanks & Regards Rasika
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