With the traditional horizontally focused CRM gradually fading out, the days of one-size-fits-all Customer Relationship Management are numbered. Keeping pace with this trend of providing industry-specific CRMs, Zoho CRM has mushroomed the concept of CRM for Verticals. Zoho's CRM for Verticals aims at encouraging partners to customize CRM (optimizing it to a specific business or industry) and then providing this customized CRM to desirous customers through the Copy Customization process.
Business Need
Industry‐specific CRM solutions are gaining momentum in the market.
Mid‐sized Companies are adopting CRM as an integral part of their business strategies and turn to more manageable CRM implementations.
Companies are demanding CRM system that conforms to the way their business works.
Businesses focusing towards a CRM service that reflects the terminology, data elements and business process flows that are unique to their industry.
Copy Customization
"Copy Customization" makes Zoho CRM a Customer Relationship Management system that encourages vertical offerings in place of horizontally focused generic CRM system. This allows experts from different verticals to Custom‐build Zoho CRM as per the industry specific requirements and then deploys the Customized CRM into Customers' CRM accounts.
Workflow of "Copy Customization"
CRM User /Zoho Partner sends Request Activation form
Activation request is reviewed and approved by Zoho team
Copy Customization feature is enabled for the requested user
Enter the User name and password (for the recipient of the Copy Customization)
Recipient receives a confirmation mail
Copy Customization starts only after the recipient confirms the process
Copy Customization - Flow Diagram
Your Benefits
Extends CRM functionality to a growing list of value‐added resellers with expertise in a specific industry
Meets organization‐specific CRM requirements
Allows to custom‐build a CRM system for a specific business by adding appropriate functionality
Helps focus on specific business problem within an industry
Saves time in deploying a fully functional CRM system for several users
Enables companies to develop deeper insight into their customers’ needs and preferences
