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Zoho CRM Checklist
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Zoho CRM Setup Checklist | Alpha Cloud Technologies
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ZOHO CRM SETUP CHECKLIST

Your Implementation Roadmap

Welcome! This checklist guides you through setting up Zoho CRM for maximum impact. Check off items as you complete them for a fully automated sales pipeline.
1
PHASE 1: FOUNDATION & INITIAL SETUP
  • Create your Zoho CRM account or log in to an existing one
  • Invite team members and assign user roles (Admin, Sales Manager, Sales Rep)
  • Configure company settings: timezone, currency, fiscal year, and business hours
  • Set up security settings and two-factor authentication
  • Customize Leads, Contacts, Accounts, and Deals module fields
  • Define sales pipeline stages (Prospecting, Qualification, Proposal, Negotiation, Closed Won)
  • Assign probability percentages to each pipeline stage
  • Import and clean existing contacts and leads
  • Set up company logo and branding in CRM
2
PHASE 2: AUTO-LEAD SCORING & ASSIGNMENT RULES
  • Define your ideal customer profile (ICP) criteria
  • Set up lead scoring rules based on demographics (company size, industry, title)
  • Configure behavioral scoring (website visits, email opens, content downloads)
  • Set score thresholds: Hot (80+), Warm (50-79), Cold (0-49)
  • Create auto-assignment rules and round-robin distribution for sales reps
  • Test lead scoring with sample leads to ensure accuracy
3
PHASE 3: EMAIL TEMPLATES & WORKFLOW AUTOMATION
  • Create email templates: Welcome, Follow-up, Proposal, and Re-engagement
  • Set up Workflow #1: New lead welcome sequence
  • Set up Workflow #2: Lead nurturing sequence (7 emails over 30 days)
  • Set up Workflow #3: Auto-create follow-up tasks after demos
  • Set up Workflow #4: Re-engagement for leads inactive for 30+ days
  • Configure notifications for high-value deals and overdue follow-ups
  • Test all workflows with dummy data before going live
4
PHASE 4: GOOGLE WORKSPACE INTEGRATION
  • Connect Zoho CRM to Gmail and enable automatic email sync
  • Configure Zoho CRM plugin for the Gmail sidebar
  • Connect Google Calendar for bidirectional sync
  • Link Google Contacts and Google Drive for file storage
  • Set up email tracking to see when prospects open emails
5
PHASE 5: MOBILE APP SETUP & ANALYTICS DASHBOARDS
  • Download the Zoho CRM mobile app and sync your account
  • Configure mobile notifications and test business card scanning
  • Create Dashboard #1: Sales Pipeline Overview (deals by stage, win rate)
  • Create Dashboard #2: Lead Source ROI (conversions by source)
  • Create Dashboard #3: Team Performance (individual rep metrics)
  • Set up automated weekly reports to email every Monday
6
PHASE 6: TEAM TRAINING & GO-LIVE
  • Schedule a team training session to walk through the qualification process
  • Demonstrate moving deals through stages and using email templates
  • Review dashboards and analytics interpretation
  • Assign a 'CRM Champion' to assist with internal questions
  • Officially go live with Zoho CRM! 🎉

💡 PRO TIPS FOR MAXIMUM ROI

Start Simple: Master the basics first, then add complexity.
Data Quality: Your CRM is only as good as your data. Keep it clean.
Measure Everything: Use analytics from day one to track improvement.
Team Buy-In: Show how the CRM makes their lives easier.

Need Help Implementing Zoho CRM?

Alpha Cloud Technologies specializes in fast-track Zoho CRM implementations for SMBs. We can have your CRM fully configured and your team trained in under a week.

📧 Email:consulting@alphacloudtech.com
🌐 Visit:www.alphacloudtech.com
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