Amfani da Zoho CRM tare da MonstarX
A taƙaiceKu haɗa Zoho CRM a Sabis na gajimare → Gajimare ta hanyar shiga Zoho. Daga nan maginin manhaja na MonstarX zai iya karanta Contacts, Leads, Deals da Accounts a kowane yanayi, kuma ya ƙirƙira ko sabunta Contact idan kun nema a yanayin Gina. Manhajarku ba ta taɓa samun asusunku na Zoho ba.
Karanta da sabunta bayananku a Zoho CRM.
- Nau’i
- Kayan aikin kasuwanci · shiga
- Rukuni
- Tallace-tallace da CRM
- Haɗa ta hanyar
- Shiga da asusunku
Zoho CRM tsarin kula da hulɗa da abokan ciniki ne — inda kasuwanci yake ajiye abokan hulɗarsa, abokan ciniki masu yiwuwa (leads) da tallace-tallacensa. Ku haɗa shi da aikinku a MonstarX, sai maginin manhaja na MonstarX — AI ɗin da kuke tattaunawa da shi — ya iya duba ainihin bayananku yayin da yake aiki: ya gina allon tallace-tallace bisa matakan cinikinku (deal stages), fom na leads mai filayen da kuke amfani da su tun da, ko ya ƙara abokin hulɗa idan kun nema.
Wannan kayan aikin kasuwanci ne: MonstarX yana amfani da Zoho CRM ɗinku a madadinku. Manhajar da kuke ginawa ba ta taɓa samun asusunku na Zoho ba.
Me MonstarX zai iya yi da shi?
Sashen da ke da taken “Me MonstarX zai iya yi da shi?”| Abin da MonstarX zai iya yi | Yaushe |
|---|---|
| Jera bayanai a Contacts, Leads, Deals ko Accounts, 100 a lokaci ɗaya | Kowane yanayi |
| Karanta bayani ɗaya daga kowanne cikin waɗannan huɗu | Kowane yanayi |
| Ƙirƙiri contact da filayen da kuka bayar | A yanayin Gina kaɗai, idan kun nema |
| Sabunta contact — canja filayen da kuka faɗa | A yanayin Gina kaɗai, idan kun nema |
Idan yana jera bayanai, yana nuna manyan filaye: suna, imel da waya ga contacts; da kamfani ga leads; suna, mataki, adadi da ranar rufewa ga deals; suna, waya da gidan yanar gizo ga accounts.
Abin da ba ya taɓa yi: goge bayanai, ko canja leads, deals ko accounts. Contacts ne kaɗai za a iya ƙirƙira ko sabuntawa.
Kafin ku fara
Sashen da ke da taken “Kafin ku fara”- Asusun Zoho CRM, a kowace cibiyar bayanai ta Zoho (Amurka, Turai, Indiya, Ostiraliya, Japan, Kanada ko China).
- Mai amfaninku na Zoho yana iya ganin waɗannan ɓangarori (modules) kuma yana iya gyara contacts.
- Ku ne mai aikin a MonstarX. Mai aikin ne kaɗai zai iya haɗa kayan aiki ko cire haɗinsa.
Ku haɗa asusunku
Sashen da ke da taken “Ku haɗa asusunku”Babu maɓallan da za ku kwafa. Kuna shiga Zoho, sannan Zoho ya tambaye ku ku ba MonstarX izinin:
- Read, create and update contacts — karanta, ƙirƙira da sabunta contacts.
- Read leads, deals and accounts — karanta leads, deals da accounts.
Ku haɗa shi a MonstarX
Sashen da ke da taken “Ku haɗa shi a MonstarX”-
Ku buɗe aikinku, ku danna Sabis na gajimare a sandar sama, sannan Gajimare.
-
Ku gungura zuwa Haɗin sabis, sannan ku nemo Zoho CRM.
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Ku danna Haɗa. Zoho zai buɗe. Ku shiga, ku duba abin da MonstarX yake nema, sannan ku danna Accept.
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Za ku dawo cikin aikinku. Layin yana faɗin yankin cibiyar bayanan Zoho ɗinku — misali An haɗa da yankin AU.
Ku ce wa MonstarX ya yi amfani da shi
Sashen da ke da taken “Ku ce wa MonstarX ya yi amfani da shi”| Abin da kuke rubutawa | Abin da ke faruwa |
|---|---|
| “Karanta deals ɗina na Zoho, sannan gina allon bin cinikayya mai matakai iri ɗaya.” | MonstarX yana jera deals ɗinku, yana ganin matakan, sannan ya gina allon. |
| “Duba Leads ɗina na Zoho, sannan sa fom ɗin rajista ya nemi filaye iri ɗaya.” | Yana karanta shafi ɗaya na leads, sannan ya daidaita fom ɗin da su. |
| “Ƙara Alex Morgan, alex@example.com, a matsayin contact a Zoho.” | A yanayin Gina, yana ƙirƙirar wannan contact ɗin. |
Tsaro da keɓantawa
Sashen da ke da taken “Tsaro da keɓantawa”- Yana zama a wurin MonstarX. Ana ajiye shigarku ta Zoho a ɓoye a sabobin MonstarX. Ba a taɓa rubuta ta a lambar tushen manhajarku ba, ko a ba manhajarku ita.
- Aiki ɗaya. Haɗin yana aiki ne kawai a aikin da kuka yi shi.
- Ana karanta shi a matsayin bayani. MonstarX yana ɗaukar abin da ke cikin bayananku na Zoho a matsayin bayani, ba umarni ba.
- Ku cire haɗin a kowane lokaci. Ku danna Cire haɗin kusa da Zoho CRM a Sabis na gajimareGajimare, sannan ku tabbatar. MonstarX zai manta da shigarku nan take. Don cire damarsa a Zoho ma, ku soke ta a Connected Apps a saitunan tsaro na asusunku na Zoho.
Tambayoyin da ake yawan yi
Sashen da ke da taken “Tambayoyin da ake yawan yi”MonstarX zai iya canja deals ɗina?
A’a. Yana iya karanta deals, leads da accounts. Contacts ne kaɗai za a iya ƙirƙira ko sabuntawa, kuma a yanayin Gina kaɗai idan kun nema.
Asusuna na Zoho yana Ostiraliya. Hakan zai yi aiki?
Ƙwarai. MonstarX yana haɗawa da cibiyar bayanan da asusunku yake ciki, kuma yana nuna ta a matsayin yanki.
Manhajata za ta iya amfani da wannan haɗin?
A’a. Na maginin manhaja na MonstarX ne kaɗai. Idan manhajarku tana buƙatar Zoho, ku nemi MonstarX ya gina wannan fasalin, zai nemi damar manhajar ta kanta daga gare ku.