20 Zoho CRM Interview Questions and Answers

Zoho CRM is a cloud-based customer relationship management software used by businesses of all sizes. If you are interviewing for a position that involves Zoho CRM, you can expect to be asked questions about your experience and knowledge of the software. In this article, we will review some of the most common Zoho CRM interview questions and provide tips on how to answer them.

Zoho CRM Interview Questions and Answers

Here are 20 commonly asked Zoho CRM interview questions and answers to prepare you for your interview:

1. What is Zoho CRM?

Zoho CRM is a customer relationship management software that helps businesses manage their customer data, sales, and marketing efforts. It includes features such as contact management, lead management, opportunity management, and pipeline management. Zoho CRM also offers a number of integrations with other Zoho products, as well as third-party applications.

2. How does the Zoho platform differ from other CRM platforms like Salesforce or Oracle CX?

Zoho CRM is a cloud-based CRM platform that offers a suite of tools for sales, marketing, customer support, and more. One of the main differences between Zoho and other CRM platforms is that Zoho offers a free basic plan, whereas most other CRMs charge a monthly fee. Zoho also offers a number of features that are designed specifically for small businesses, such as a built-in telephony system and customizable workflows.

3. Can you explain how to create a new module in Zoho CRM?

To create a new module in Zoho CRM, you will first need to log in to your account and click on the “Setup” tab. From there, click on the “Modules and Fields” link and then click on the “Create Module” button. From there, you will be able to enter in the information for your new module, such as the module name, singular and plural labels, and the module owner. Once you have entered in all the required information, click on the “Create Module” button to finalize the process.

4. Is it possible to customize the layout of a standard form in Zoho CRM? If yes, then how?

Yes, it is possible to customize the layout of a standard form in Zoho CRM. You can do this by going to the “Customize Form Layout” section under the “Settings” tab. From there, you can drag and drop fields to rearrange them, or you can add and remove fields as needed.

5. Is there a way to track changes made to an object’s data in Zoho CRM?

Yes, there is a way to track changes made to an object’s data in Zoho CRM. You can do this by enabling the “Track Data Change History” feature for the object in question. This will allow you to see a history of all the changes that have been made to the object, including who made the changes and when they were made.

6. How can I make sure that two users don’t accidentally edit the same record within Zoho CRM at the same time?

There are a few ways to avoid this issue:

– Use the “Record Lock” feature: This will allow you to lock a record so that only one user can edit it at a time.
– Set up a workflow: You can create a workflow rule that will send an email notification to users when a record is edited, letting them know that someone is already working on it.
– Use the “Last Modified By” field: This field will show you who last edited a record, so users can check to see if someone else is already working on it before they start making changes.

7. What are some common reasons why Zoho CRM would be used by businesses?

Zoho CRM is a cloud-based CRM software that businesses can use to manage their sales, marketing, and customer support. It can be used to track customer interactions, manage customer data, and automate various sales and marketing processes. Additionally, Zoho CRM can be customized to fit the specific needs of a business, making it a versatile tool that can be used in a variety of industries.

8. Can you give me some examples of real-world use cases for Zoho CRM?

Zoho CRM is used by businesses of all sizes in a variety of industries for managing their customer relationships. Some specific examples of businesses that might use Zoho CRM include:

-A small business that needs a simple but effective CRM solution to track customer contact information, sales opportunities, and basic interactions
-A medium-sized business that needs a more robust CRM solution to track sales pipeline, customer service interactions, and marketing campaigns
-A large enterprise that needs a comprehensive CRM solution to track all aspects of their customer relationships across multiple departments and locations

9. What types of activities can you perform with your contacts using Zoho CRM?

You can perform a variety of activities with your contacts using Zoho CRM, including adding and editing contact information, adding notes and tasks, setting reminders, and sending emails.

10. What do you understand about lead scoring in Zoho CRM?

Lead scoring is a way of rating the potential of a lead, based on certain criteria that you can set. This can be helpful in determining which leads are worth pursuing, and which ones are not.

11. Why would we use custom fields in Zoho CRM?

Custom fields in Zoho CRM can be used to store data that is specific to your business or industry. This data can then be used to generate reports or to segment your data for marketing purposes. Custom fields can also be used to track data that is not captured by the default fields in Zoho CRM.

12. What permissions can be set on a role in Zoho CRM?

There are four levels of permissions that can be set on a role in Zoho CRM: No Access, Read Only, Read/Write, and Admin. No Access means that the user will not be able to see or interact with the data in any way. Read Only means that the user will be able to see the data but not edit or delete it. Read/Write means that the user will be able to see and edit the data but not delete it. Admin means that the user will have full access to the data, including the ability to delete it.

13. How can you enable/disable web forms in Zoho CRM?

You can enable or disable web forms in Zoho CRM by going to the “Customize Web Forms” section under the “Setup” tab. From there, you can select which forms you want to enable or disable.

14. What are the advantages and disadvantages of using PhoneBridge?

The main advantage of using PhoneBridge is that it allows you to make and receive calls directly from your Zoho CRM account. This can save you time by eliminating the need to switch between different applications. The main disadvantage is that it can be expensive to set up and maintain, and it may not be compatible with all phone systems.

15. What is the difference between workflow rules and business rules in Zoho CRM? When should each one be used?

Workflow rules are used to automate actions that need to be taken based on certain conditions being met, such as when a record is created or updated. Business rules, on the other hand, are used to enforce data quality by validating data entered into fields or by automatically assigning values to fields.

16. What are the different options available when defining a field type in Zoho CRM?

The different options available when defining a field type in Zoho CRM are: Text, Number, Date, Picklist, Multi-Select Picklist, Currency, Email, Phone, URL, and Boolean.

17. What is the importance of using filters in Zoho CRM?

Filters are important in Zoho CRM because they allow you to segment your data and target your marketing and sales efforts more effectively. By creating filters, you can easily view and analyze subsets of your customer data to identify trends and patterns. This information can then be used to create more targeted and effective marketing and sales campaigns.

18. What do you know about duplicate rules in Zoho CRM?

Duplicate rules in Zoho CRM are designed to help you avoid creating duplicate records in your account. You can create duplicate rules to check for duplicates when records are created or edited, and you can specify what action should be taken if a duplicate is found. Duplicate rules can be created for any module in Zoho CRM, and you can specify which fields should be used to check for duplicates.

19. What happens if multiple duplicate rules match a single record in Zoho CRM?

If multiple duplicate rules match a single record in Zoho CRM, then the system will take the first rule that it finds and apply it to the record.

20. What is the purpose of using roles in Zoho CRM?

Roles in Zoho CRM are used to control user access to different parts of the CRM system. By assigning roles to users, you can ensure that only the people who need to see certain data are able to access it. This can be helpful in keeping sensitive information secure, or simply in keeping the CRM system organized by only allowing users to see the data that is relevant to their job.