Summary

You should now understand and have listed the reasons why you need a CRM system and be aware of the key drivers for change. You will have considered the needs of the business as a whole, and not just sales and marketing.

This will have enabled you to set clear objectives for the CRM and you will have defined some key measures of success for you and your team to aim for.

You have also learned about the four foundation modules of Zoho CRM, a definition and the function of each one, and how they relate to each other.

Now the building blocks of success have been laid, you are ready to progress. In the next chapter, you will learn how to set up the first foundation module: Leads.