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Zoho Debuts Broader CRM  

 Zoho has introduced a new CRM package that the software publisher says can be used more broadly at client companies. The company describes Zoho for Everyone as software that can be used to draw together client teams.

Vibhav Vankayala, (Vibhav VS), head of product marketing, says the concept is built around sales orders.  “The order is the single source of truth from start to the finish” says Vibhav VS, adding  the product is also about democratizing CRM,

The Zoho press release said Everyone allows sales teams communicate and coordinate with other teams from a single place. 

Each team, Vibhav VS said, needs its own space with Teams modules used to create these spaces. This can be accomplished via use of templates, such as expense tracking, legal contract management and customer onboarding or through custom creation. 

Teams utilize Requesters to ask for a deliverable or contribution from a  different team, and have to ability track the status of  requests .The Zero announcement said, “These capabilities stand to improve visibility for every stakeholder in the customer journey, mitigate gaps in coordination, reduce turnaround time, and improve the quality of the customer experience.”

Bob Scott
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
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