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Zoho CRM Specific assessment criteria (please emphasize more on this criteria ) 1. Managing leads/prospects/customer/etc records – difficult, easy, time to learn? – (Consider conversion of Leads) – Why convert leads – Consider how the data in a Lead record changes. – explain the role that a marketing and/or sales campaign (within the context of CRM): 2. Handling customer relationships – what’s available, multi-channelled communication? – (Study the conversion of Leads into other types of records such as Contact, Account and Prospect) – What happen to the leads records 3. Availability of report creation? Look at Analytical CRM Some CRM modules focus on customers or products: ? Customer and product management applications offer a suite of dedicated functions and modules that sit across sales, marketing and service. ? Companies that market, sell or service through channel partners use PRM (partner relationship management), rather than CRM, solutions. CRM analytics are often regarded as a separate suite of applications with specialist solutions and vendors. What Analytical CRM report is? 1: Talk about the Standardised reports, 2: Query-based reporting & the concept? What zoho CRM offers and how it fit in with analytical CRM 4. Efficiency of customer communication? 5. Automation of customer services? – (Relate to the record keeping of contact details) 6. Creating, managing and executing a sales campaign. Sales campaign – implementation of a sales strategy for a product or a market segment in a geographical area to achieve specified objectives using a CRM system. 7. Creating, managing, and executing a marketing campaign. Marketing campaign – The efforts of a business or a third-party marketing company to increase awareness for a particular product or service, such as those that can be used to convert leads, or to increase consumer awareness of a business or another type of organisation. A marketing campaign has a limited duration 8. ENB application of workflows – creation and/or accessibility, and compliance. -how the ENB application of workflows relate to leads and others 9. Scheduling customer services, what’s available and how does it work? Generic assessment criteria 10. Packaged functionality › Review different features associated with Zoho CRM. › Can Zoho CRM support the Customer Lifecycle? If so, how? › Explain zoho CRM the version that we have and its entirety › Look at the functions available and the thing it could do ( navigation bar) › explain what kind of features they have (zoho) › What core features are available? › Leads, opportunities, potential contacts and reports ( explain what kind of report they are) › Note: Please put the details for packaged functionality in a table form. 11. Easy customisation using the available options – Can customisation suit any business need? – Customisation ( related to work flows or business processes) 12. Familiarity in the user interface – Navigation? – How easy to navigate ( think about how to use usability, for example the screen is too big causing many scrolling ) 13. Scalability and stability – How many users? What is the cost? What is the available time? – How many user you can have, what is the maximum number of user :produce a table ( how much it cost for the maximum contacts, you have to look up about the price for the contact) – produce a table to show 14. Recommendations and Conclusions 15. Evaluation evaluation should be based on this table Stage Criteria 1 Managing leads/prospects/customer/etc records – difficult, easy, time to learn? Handling customer relationships – what’s available, multi-channelled communication? Availability of report creation? Efficiency of customer communication? Automation of customer services? 2 Creating, managing and executing a sales campaign. Creating, managing, and executing a marketing campaign. 3 ENB application of workflows – creation and/or accessibility, and compliance. Scheduling customer services, what’s available and how does it work? ENSURE WORK RELATES TO ENB CASE STUDY AND THEY SHOULD ALL LINK USE THEORIES AND REFERENCE 20 ( HARVARD APA 6TH EDITION STYLE ) DON’T SPEND TOO MANY WORDS ON ONE THING USE APPENDIXES PLACE THIS ORDER OR A SIMILAR ORDER WITH US TODAY AND GET AN AMAZING DISCOUNT
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