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CRM Demo - Administrator Role

The Zoho CRM online demos equip business professionals with a full suite of marketing, sales and business solutions within an easy-to-use interface, thus ensuring rapid user adoption and fast results. Each of these role-based demos introduce you to Zoho CRM's functions and capabilities.

  

A CRM administrator is responsible for implementing, deploying and monitoring the complete CRM system. The administrator defines the roles and profiles for each user and sets up the organization's CRM system as per the business requirements.

CRM Admin Demo

Administrator's Role:

  • Gather CRM requirements and plan the CRM implementation process
  • Customize CRM Modules
  • Define the Role-based security and manage Users
  • Set up business process flow using the workflow rules
  • Set up the data administration (Import, export, web forms, API, etc.)

In this demo, you experience...

  
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