eCommerce Zoho User Group - How to get the best out of Zoho CRM for your ecommerce business

Zoho CRM comes equipped with a wide range of native features to help businesses of any size run their ecommerce operations smoothly. However, many users find it challenging to fully leverage these features to their advantage. That's where we come in.

This session is designed to bridge that gap by focusing on the basics of Zoho CRM, maximizing the benefits of the latest updates, and implementing best practices to ensure optimization of your ecommerce business operations.

Chapters :

0:07 - Introduction
0:32 - Why Zoho CRM
4:28 - CRM Philosophy
6:03 - Current Challenges
11:29 - Lookup & Multi-Select Lookup fields
18:21 - Important field types and their properties
19:50 - Subforms
23:21 - Layout Rules
26:18 - Map Dependency
28:53 - Validation Rules
30:54 - Setting Field Permissions
31:52 - Access Management & Data Security
36:30 - Collecting Leads - Webforms
39:40 - Collecting Leads - Webforms - Social sites
41:31 - Booking Schedules
44:48 - Email Configurations
49:06 - Email Templates
51:04 - Zia & AI Integration
57:39 - Mobile App

Are you a Zoho user? We have city-based and interest-based user groups. Use the short URL shared here to learn more, and fill out the form to get an invite to the groups, so that you can network and build relationships with your peers.

https://community.zoho.com/user-groups/e-commerce.html

If you've missed the previous eCommerce User Group meetups, please find the playlist linked below:

https://www.youtube.com/playlist?list=PLlC7sQNISSUSQ4cwogiTgIcR4FW9EWOuE


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