Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success
Building a successful Customer Relationship Management (CRM) system is a journey. Before you begin, you must decide on a destination by defining your why. In this chapter, you will learn how to define your why, and you will also come to understand how to measure the success of your new CRM system. Furthermore, you will learn about the foundation modules of Zoho, understanding the purpose of each module and how they relate to each other.
Combining your why with a solid foundation will provide you with excellent building blocks to success. In doing so, you will be defining your destination, your expectation when you get there, and a clear route plan of how you are going to get there. These are all prerequisites of a successful CRM journey.
In this chapter, we will cover these topics:
- Exploring the need for a new CRM system
- Understanding why CRM is more than just a sales and marketing tool
- Defining key objectives and measures of success
- Introducing the foundation modules—Leads, Deals, Accounts, and Contacts
