The CRM that helps you sell smarter, better, faster.

Zoho CRM is an award-winning web-based CRM designed to attract, retain, and satisfy customers to grow your business.

The core of Zoho CRM’s functionality is lead and contact management, but also sales pipeline management and purchase control. You can already assume what these features can do when bundled together, especially when placed on a revamped and easy-to-use interface that is so typical about Zoho. The home screen now includes 10 different components, with the main module navigation panel still placed on top for easier searching. Nevertheless, the user is always welcomed to customize the dashboard and make it look more business-specific.

It works well regardless if you’re a small business, an entrepreneur, or a large enterprise. Zoho CRM can automate daily business activities, track sales, and engage customers in different platforms. Likewise, its mobile platform lets you take CRM on location so can get updates fast and real-time, and close more deals even when on the go.

Another interesting hint is that you can also extend the CRM’s functionality by integrating it with popular applications, including main Zoho productivity products, but also: Microsoft Outlook, MailChimp, QuickBooks, ConstantConnect and Google Apps; as well as with cloud-based connectors like OneSaas and CloudWork.

Overview of Zoho CRM Benefits

Zoho CRM offers a wide range of benefits, most of which related to closing more sales and attracting more customers. But how exactly does its functionality help your customer relationships improve? Let’s check this out:

It automates vital sales operations

The core value of Zoho CRM is that it automates daily sales tasks, converts web visitors into hot leads, imports prospects from external sources and parties including trade shows, direct emails, and seminar. Once imported into the system, leads are matched with the appropriate sales agents and converted into buyers sooner than you could ever imagine. Most of sales operations in Zoho CRM are single-click ones and can be customized to meet the specific needs of your business.

Zoho CRM also allows you to manage customer accounts, such as: monitor all accounts from a shared database; view them across products, locations, account, and status; and track their purchase history for cross-selling or upsell opportunities. Likewise, you can accurately forecast revenue, establish/assign/edit sales quotas, identify individual/team performance, measure forecast accuracy, and create customizable forecast reports and dashboards.

Gives access to important data in real time

Zoho CRM offers a handy Opportunity Tracking tool allows you to see where your customer is in the sales cycle, which is the deal’s size, contact history, and competitor profile to help you craft more fitting messages. Access these data in the easy, accurate Dynamic Reports & Dashboards.

Zoho also lets you identify and target inactive leads with historical data to realign your customer messaging. The Business Card View, for instance, allows you to quickly access all pertinent customer information in one window without the need to scroll or search. The Notes Section displays the time and content of past conversations for a more personal and logical communication. Sooner than you think, relationships will be streamlined, and you will be able to make smarter and more profitable business decision.

Makes maximal use of social media

Like it or not, most of our customers nowadays are coming from LinkedIn, Twitter and Facebook pages, which is why it is essential to have a CRM that can link them to our products/services. Zoho CRM, for instances, follows their behaviors and categorizes them as leads and contacts, so that you could connect with them and send them invitations to give your work a look.

Allows you to go mobile

Zoho CRM has a special, dedicated mobile edition for Android and iOS users which helps stay in control of customers even while on the go. You can control their actions, access sales records, or send invitations directly from your mobile device.

It is integrated with Google Apps

Zoho CRM is excellently connected to a number of Google Apps, including the essential Docs, Gmail, Calendar, Contacts, and Tasks. You can also use it in synergy with other Zoho products without even changing your account.

Overview of Zoho CRM Features

Sales Force Automation

• Lead Generation & Qualification
• Pipeline Analysis
• Sales Stage & Probability Analysis
• Competitive Analysis
• Real-Time Forecasting
• Quota Management

Lead Management

• Automate lead management process
• Fast track lead to deal process
• Capture leads from your website
• Import leads from trade shows, seminars, direct mail, etc.
• Match sales-ready leads to the right salespeople
• Convert prospects into opportunities, accounts, and contacts with a single click
• Sales processes as per own best practices (B2B & B2C)

Account Management

• Single database
• Customer data across products, geographies, account, and status
• Parent-child relationships between customer accounts and their subsidiaries
• Price quotes, sales orders, and invoices
• Purchase history to find cross-sell and up-sell opportunities
• Loyalty programs

Effective Follow-up

• Log important customer calls
• Save customer meetings and calls in an intuitive calendar
• Invite employees, leads and contacts to meetings and events
• Manage recurring events by day, week, month and/or year

Website Integration with Forms

• Create forms with no coding
• Set rules to simplify lead distribution
• Upload forms live instantly
• Catch leads directly into your CRM

CRM Workflow Management

• Workflow alerts while creating or modifying records
• Associate tasks to the workflow rules with CRM records
• Email notifications with templates and upon triggering a workflow rule
• Auto schedule the workflow actions at a pre-defined interval
• Instant notifications to 3rd party applications via Webhooks
• Custom Functions
• Macros automate tasks

Sales Tracking

• Sales Opportunity Management
• Monitor sales opportunities across the sales cycle
• Import sales opportunities from third-party solutions and services
• 360-degree view
• Drag-and-drop customization wizard
• Big deal alert
• Sales pipeline and sales escalation process
• Free Edition

Pulse

• Track records that are critical to your business based on your criteria
• Stay on top of sales updates in real time
• Identify cold prospects for a sales follow-up
• Sort updates by users and modules
• Sort records by record owner and module
• Complete visibility based on last activity

Sales Forecasting

• Revenue based on data from within Zoho CRM
• Create, assign and revise sales quotas
• Assess individual and team performance
• Forecast accuracy against commit amounts
• Fully customizable forecast reports and dashboards

Productivity

• Business Card View
• Quick glance at important details of the contact without scrolling or searching
• Customize fields

MailMagnet

• Captures collates and distributes customer email activity within your CRM
• Get notification and reply to customer emails within CRM
• Intuitively scans your mailbox and displays only relevant emails
• Send emails via your favorite mail client
• Get a copy of the email linked to the right lead or contact in CRM
• Link prospect and customers emails with your CRM data
• Share emails from prospects based on your own rules
• Create mail merge templates for different modules
• Get updated user info in merged documents
• Manage templates in secured folders

Document Library

• Role-based folders, sub-folders
• Share collateral to your salespeople
• Send documents from your CRM
• One document can have multiple versions
• Quick feedback from colleagues to improve document

Social CRM

• View social interactions of your brand with prospects
• Reply to direct messages, likes, and mentions via your brand’s social profile
• Engage future prospects from within the social stream
• Stay tapped on customer’s interests and updates
• Comment or like them inside CRM

Mobile CRM

• Real-time access to customer data
• Receive sales alerts
• Search customers nearby, create tasks
• Capture trade show leads directly into Zoho CRM
• Digitalize and save business cards on your iPhone

CRM for Google Apps

• Custom Modules, API, Webhooks and Custom Functions
• Create campaigns, email marketing & autoresponders
• Enable security controls, organizational hierarchy & territories

Reach out to prospects at the right moment and engage them across every channel. Zoho CRM helps businesses of all sizes close more deals the smarter way.

If you want to learn more about One of the Best CRM platforms on the market talk to us - www.prosperasystems.com