Zoho CRM Deals Module for Inventory Businesses: 12 Years of Real-World Expertise
Selling inventory through Zoho CRM? In this video, a Zoho CRM Expert Premium Partner breaks down everything you need to know about managing inventory-based sales in Zoho CRM — from handling backorders and drop shipping to integrating with Zoho Inventory, Priority ERP, NetSuite, and more.
🔍 Zoho CRM Deals Module for Inventory Businesses explained by an Expert Premium Partner
with over 12 years of hands-on implementation experience.
⏱️ TIMESTAMPS
0:00 – Introduction to Selling Inventory in Zoho CRM
0:24 – The Complexities of Selling Inventory
1:52 – Zoho Inventory vs. ERP & Manufacturing Systems
3:43 – Order and Quote Creation Workflow
5:27 – Managing Simple Products in the Zoho CRM Products Module
8:01 – Using Contact Roles for Automations and Notifications
9:45 – Zoho CRM Quotes vs. Custom UI Widgets
11:51 – Conclusion and Wrap-Up
🔔 This is Part 2 of our Deals Module Series. Watch the other videos in the series:
▶ Video 1 – Deals Module General ( • Zoho CRM Deals Module: Lessons from 12 Yea... )
▶ Video 3 – Deals Module Field Service
▶ Video 4 – Deals Module Professional Services Based System
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