A little bit about who they are
Zoho CRM is trusted by over 150,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue. The CRM brings sales, marketing, and customer support activities together in one platform.
Lead and deal management
Deals within Zoho CRM are easy to see as everything you need such as the deal stage and the important figures are visible in a single screen. You are also able to create multiple sales pipelines to suit your products/services or sales processes.
With Zoho CRM, you can create webforms for website visitors to leave their information. Those who do will be captured and added directly to the CRM as a lead. The capability to analyse the performance of webforms is also available.
Zia, an AI assistant, understands commands and queries issued over text and voice. Zia can be used for tasks such as asking for certain charts, figures and answers to read out or display. It also predicts win probability for deals by assigning a dynamic score, enrich CRM data from email signatures, and automate repetitive tasks.
You can combine your email client to Zoho CRM so that you are alerted when prospects reply to your emails. All emails are automatically synced with the CRM so they’ll be attached to the contact’s record. You can also schedule and mass send personalised emails while also creating auto-responders and templates.
To improve team collaboration, Zoho CRM has a forum called Feeds where you can have one-on-one or group interactions to keep sales managers informed of their progress on-the-go or update the team on the status of a contact.
Reporting and analytics
Whether from leads, deals, activities or email, Zoho CRM offers advanced analytics and customisable reports to view within dashboards.
For emails, you will be able to see when they were delivered, opened, and read. While also analysing the response timeframe to help determine their likelihood of closing. When using email templates, you can see how well each template performed based on their open rates. Furthermore, individual email reports for each salesperson can be created based on the amount sent, leads brought in, deals closed and time it took.
Within the app, you can get customer data, deal information, and contact history to make and log calls as well as add notes. You may also add and modify customer information while offline and automatically sync across devices once connected to a network. When creating a record, changing the deal status, calling a customer, or adding notes, the use of AI can help get it done.
Other integrations and add-ons
Zoho has a vast array of apps and integrations to support many areas of business.