Ricky Thakrar resents at Zoholics USA, 2015 some ideas on how to customise Zoho CRM for your business. Your business is unique, one size does not fit all. To obtain the maximum return on investment from Zoho CRM you need to tune it to your business requirements. Some suggestions Ricky makes for you to consider are:
- What kind of business do I have?
- Who do I sell to?
- What information do I need to gather?
- How do I want it to look?
- Who can see what?