CRM, CRM Software Blog TeamFebruary 21, 2022

Zoho CRM Onboarding Process

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Zoho CRM Onboarding Process

Have you ever heard about the Zoho CRM Onboarding process? What does it mean? Keep your interest, since this is the focus of this article. Let’s find out.

What Is Zoho CRM Onboarding Process?

In sales and marketing, the process of onboarding is vital. It is a process that not only introduces a new CRM user to the platform but also familiarizes them with its features and functionalities. An onboarding process can be defined as the initial phase of training new employees.

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The Zoho CRM Onboarding process helps in the quick adoption of a CRM system by end-users. In other words, it is the first step of the training process for new CRM users.

This onboarding process consists of a series of steps and each step is related to a specific feature or task.

Typical Onboarding Process

A typical onboarding process includes:

1. New User Walkthrough (NUW) 

The very first step is to create an account for the new user. The help desk team will create an account and assign roles to the user based on their needs. The end-user will receive an email with instructions on how to access the Zoho CRM application, along with an invitation to view their customized dashboard. The NUW helps in creating a personalized experience for the end-users. A customized dashboard will give them a glimpse of what they can expect from the platform and what all they can do with it.

2. Training 

Training means educating employees about your business and how to use Zoho CRM effectively. This is a very important step because when employees are trained well, they will be able to perform their assigned tasks more efficiently and effectively at work. Also, training gives your employees an insight into your business strategy as well as its vision and goals, which in turn motivates them towards achieving those goals.

3. Product Knowledge Training 

The Product Knowledge videos are one of the best ways to learn about how Zoho CRM works! Each video provides you with essential information about key features within your CRM application, so you can start working quickly with confidence!

4. User Guides

User Guides are one of the most reliable ways to discover Zoho CRM’s capabilities! Each guide covers important topics and tasks related to that topic area in full detail.

5. FAQs 

Frequently asked questions help you find answers quickly! These are questions Zoho CRM support receives a lot, and are useful to people facing similar issues. 

Benefits of Zoho CRM Onboarding Process

Now that we have understood what the Zoho CRM Onboarding process is, let’s understand the benefits of having a Zoho CRM onboarding process. These are:

1. It helps in retaining employees.

Employees are encouraged to stay with the company since they are motivated to perform better. They will be able to learn new skills and contribute towards company goals.

2. It helps in improving employee productivity. 

Employee productivity is increased with the help of the Zoho CRM onboarding process. The employees feel motivated and work enthusiastically, which results in better productivity. Also, they can perform their tasks more efficiently, thanks to the training provided by your organization.

3. It helps in increasing customer satisfaction.

The employees will be more confident and enthusiastic, which will result in customer satisfaction and retention. The employees working together as a team will collaborate more efficiently and effectively to achieve customer satisfaction and retention.