Aug 17 2010 02:54:34 AM Posted By : Rajesh
Comments (2)
I am willing to know if this idea might help the novices and newbies to setup CRM quickly. Feel free to share your thoughts and opinons here.

A small Intro:
A kickstart helper / Wizard process which will guide you to setup or customize Zoho CRM to match your business model. This kickstart helper will have generalized pre-designed packages. For example, CRM for Retailers, CRM for Services offered, CRM for Telemarketing etc. These packages can be used as a "Starting point" to further customize for one's exact needs. This could be called as "The Quick Launch Way".

Where will this appear?
The very next screen, once you sign up and select an edition.

Why?
To save a good amount of time customizing CRM. I estimate a  20% to 30% savings in time.

So what if you like doing the configurations by yourself from scratch (The Do-It-Yourself way)?
Great. You can always skip the "Quick Launch Way" and proceed ahead.

A rough diagram to give you some idea:





If you wish to share your ideas directly, mail me rajeshsundaram (at) zohocorp (dot) com

Rajesh
UX-Zoho CRM
Comments

Post Comment

38.107.179.221 (38.107.179.221)