CONTENTS OF REPORT

Report on the process ( Not More that 3-5 pages). Explain the whole process/
dashboard features/ contact management/ lead management / Smooth
collaboration/ any other feature.
In view of today’s lecture (March 16, 2023). Choose your business / any organization.
Collect data and fill the following 02 Matrices and attach it with your final report as an
annexure.

Steps Activities Follow up Deadlines/

remarks dates
Identify your business 1.fulfill customer e-mails and 4 April to 6
requirements: needs and deep other social April.
Determine what your understanding what media network.
business requires from are the customers
a CRM software. What needs and their
are your customer priorities.2.our
management needs? business zoho.crm
What tasks do you want software.3.customers
to automate? This will management needs
help you to choose a is to retain the
CRM software that customers by
meets your business providing them
needs for reviews and discount, fair price
comparisons to find the and good
one that suits your product.4.some task
business needs. I want to automate
such as salaries of
employes, back of
files. Customers and
employes data,
sending reminder
emails.
Research CRM 1.sales force crm Messages, 4 April to 6
software: Start by 2. sap crm Emails. April.
researching the 3.sugar crm
different CRM software 4.zoho crm
options available in the
market. Some popular
CRM software options
include Salesforce,
HubSpot, Zoho CRM,
and Microsoft

1
Dynamics.
Sign up for a free trial: I had signed zoho For 3 days.
Most CRM software software where I
providers offer a free insert the email of 5
trial period, which different people
allows you to test the which are in my
software and its contact. Find all that
features. Sign up for a people and that trail
free trial and explore is suitable for my
the software to see if business.
it's the right fit for your
business.

Choose a CRM I select the zoho crm Emails and For 2 days.
software: After software that is easy twitter
determining your to excess I worked in
business needs, that sotware.
research and select a
CRM software that fits
your business
requirements. Some
popular CRM software
options include
Salesforce, HubSpot,
Zoho CRM, and
Microsoft Dynamics.

Read the software When I signed the Emails and 5 April to

documentation: Once crm software before messages or 6April.
you have signed up for use that I watched messengers
a free trial, read through the video regarding
the software that software to learn
documentation to how to use, in that
understand its features video each single
and functionality. Many thing is explained but
CRM software also my mentor lead
providers offer training me.
materials and tutorials
to help you get started.

Attend training I don’t attend any Emails and For 4 days

sessions: Attend training session but messages
training sessions my teacher give the
provided by the knowledge and
software provider or by conducted the
a third-party training classes regarding

2
provider. Training this software
sessions can help you
to learn how to use the
software and its
features effectively.

Practice using the In this software I Emails. 5 April to

software: Start using entered the data of Messages. 10
the CRM software and five people and also Aprl,2023
practice using its put their emails,
various features. Try phone no, and also
entering customer data, their businesses
creating reports, and name.
running campaigns.
This will help you to
become familiar with
the software and gain
hands-on experience.

Get support when If I get encounter Through Within 5

needed: If you then I will ask the notifications days,
encounter any issues or help from software’s and emails.
have questions about help desk for email
the software, seek help them for any issues.
from the software
provider's support
team. Many CRM
software providers offer
support via phone,
email, or live chat.

Keep learning: Keep I will attend the Emails and 8 April t0

up-to-date with the webinars to learn messages. 12
latest updates and new and get to update April,2023
features of the CRM regarding the
software. Attend softwares.
webinars, read blog
posts, and participate in
user groups to learn
more about the
software and how to
use it effectively.

3
Implementing CRM (Customer Relationship Management) software in a
startup requires a thoughtful approach to ensure successful
implementation. Here are some steps you can follow the process:

Steps Activities Follow up Deadlines/

remarks dates
Needs assessment: The first According to Messages and 6 Aril to
step is to identify the specific my point of emails. 8April,2023
needs of the business, view the main
including the types of data need is to
that need to be collected, retain the
how that data will be used, customers by
and what features are providing the
needed in the CRM low cost and
software. discounts on
the products
and analyse
their needs
and try to
solve out .2. I
collected
customers
emails,
phone
number , their
basic and
minor data .3.
then there will
be options
given where I
put that data
and then I
showed the
their names
on the page.4
some
updated crm
features and
would be
modern.
Software selection: Once the Our selected Emails You have
business needs have been business is only 3 days.
identified, it is time to select DARAZ and

4
the right CRM software their need is
solution. Considerations provide the
should include features, online and
pricing, user-friendliness, easy to
scalability, and integration access
with other systems. software , so
we have
chose the
zoho
software and
where we
mention
every single
thing
regarding the
business.
Data migration: Data Through this Messages on the For 5 days,
migration involves moving software we number. this process
existing customer data from can shift Emails
the business's existing customer
system to the new CRM data from old
software. This process software to
requires careful planning new crm
and execution to ensure that software by
data is accurately carefully
transferred and that no data because we
is lost in the process. cant take any
kind of risk
regarding the
customer
data and be
attentive
regarding the
customer
data and
there is may
be the
chance of
losing data if
you are not
giving proper
attention
while you
transfer the
customer
data.

5
System configuration: Once By putting Emails and 4 April to 6
the data has been migrated, customer messages April ,2023
the CRM software needs to data , it will
be configured to meet the be saved , so
specific needs of the through this
business. This may involve data can you
customizing fields, adding get more
new modules, or creating informed
workflows and rules. about your
customer
preferences.
User training: The success Many Emails or 7 April to
of a CRM implementation companies messages. 6April,2023.
depends on the adoption of nowadays
the system by the users. using crm
Therefore, it is essential to softwares to
provide adequate training to maintain their
all employees who will be company and
using the CRM software. get more
revenue and
more growth.
So it is very
necessary to
give training
their
employes
regarding
these
softwares
This training should include Through Emails For 6 days
not only the technical these
aspects of using the software
software but also how it will employes will
benefit the business. get to know
how to
capture the
customers
preferences
so then
customer
products
according to
their
preferences,
Testing and deployment: Before using Emails 5 April to 8
Before the CRM software is this software April,2023

6
rolled out to all users, it we should
should be thoroughly tested check out
to ensure that it is that software
functioning correctly and that are working
all data is accurate. Once properly or
testing is complete, the not, if
software can be deployed to software are
all users. working
correctly then
put
customers
data or others
thing which
you want put
in that
software.
Ongoing support and Whenever Emails. 2 April to 4
maintenance: Once the you use April
CRM software is up and software ,you
running, it will require should to
ongoing support and keep update
maintenance to ensure that and you have
it continues to meet the the know how
needs of the business. This about
includes regular software updated
updates, troubleshooting, features and
and user support. know how to
use them.
Overall, implementing a By Emails. 8 April to 12
CRM software solution implementing April,2023
requires careful planning, crm software
attention to detail, and a many works
commitment to ongoing are done by
support and maintenance. through this
When done correctly, CRM software and
software can help many mnc
businesses better manage companies
customer relationships, are being
improve efficiency, and used to grow
increase revenue. their
businesses
and to get
well known
position in the
market place.

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