Customer acquisition and retention are crucial in today’s fast-paced corporate world. Customer relationship management (CRM) systems are among the many business-strategy tools technology provides that become a vital part of your company.
Zoho CRM will likely show up immediately if you spend a few minutes looking for “best CRM systems or top Fee CRM systems.” So why is Zoho CRM customization generating so much buzz? How would it benefit your company?
We will learn that in this evaluation of Zoho CRM. By the conclusion of this article, you will know far more about what to look for in a CRM system and if Zoho CRM is the missing component for you.
We should start straight away, without more ado!
Describe Zoho CRM.
Zoho CRM is one of the most well-liked cloud-based CRM programmes. It was created with startups and small companies in mind, and its users like its easy-to-use, feature-rich, and reasonably priced features.
More than 150,000 companies in 180 countries have been given the tools this powerful CRM software needs to communicate with customers, convert more leads, and increase revenue. The bulk of Zoho CRM’s clients are organizations in the consulting, technology, media, and different real estate sectors that use CRM.
The goal of Zoho CRM is to assist companies in “selling smarter, better, and quicker.” Zoho CRM can efficiently communicate with its clients, whether in the office or on the road, thanks to automation tools and customer care. The platform aims to make company operations simple for all business owners.
Critical Characteristics of Zoho CRM
A wide variety of user-friendly features are available in Zoho CRM. Let’s examine the value you get for your money.
- Automation of Sales Forces
Sales teams often have to deal with time-consuming chores, including setting up sales appointments, sending follow-up emails, keeping track of contacts, and many more. Fortunately, Zoho CRM automates the sales process to make it less intimidating while allowing you to concentrate more on generating and nurturing leads, closing transactions, and strengthening your connections with customers.
- Contact Administration
One of the most crucial features of any CRM system is contact management. For adding and managing contacts, prospects, leads, and accounts, Zoho CRM offers a variety of solutions. Information may be gathered manually, via online companies, or through an integrated social CRM platform.
With Zoho CRM, you can use a drag-and-drop builder to personalize your data to fit your company workflow. It’s essential to put this up properly at the beginning since it may enhance productivity and guarantee that your team has the information it needs to meet sales goals.
- Process Automation
Your sales team’s ability to remain efficient and successful depends on workflow automation. Thanks to its robust automation features, you can automate your standard sales operations with Zoho CRM.
Workflow rules may be developed and applied to many different business sectors, including leads, deals, accounts, goods, sales orders, and many more. When certain requirements are satisfied, specific actions such as sending an email, adding a tag, or altering a mandatory field may be carried out. Workflow rules, which provide sophisticated automation for eliminating time-consuming administrative activities, may include up to 10 criteria.
- CRM for Multichannel Sales
Zoho CRM is, after all, a customer relationship management tool that assists you in managing sales prospects and customers across multi-channel touchpoints, which is precisely what a CRM is meant to accomplish.
It begins with its email marketing capabilities, which let you manage contacts, automate communications, and monitor interaction (views, responses, etc.). You may create follow-up techniques and filter your leads based on engagement behavior (sent, not sent, opened, etc.). You also receive full email reporting, team collaboration features, and a drag-and-drop email builder to develop new templates and styles.
Beyond email, Zoho CRM gives you systems for handling phone calls, tools for integrating live chat on your website, and lead creation and management tools for social media.
- AI-Enabled Sales Assistant Zia
Zia (Zoho Intelligent Assistant), an AI-powered sales assistant, was unveiled by Zoho in February 2018. Zia is similar to Alex in that you may ask it questions about your client base, and it will use the information in your database to respond. For example, you might tell Zia to provide a table of the leads produced this month by each channel.
Alternatively, Zia may create sales forecast by giving a score depending on how near each offer is to conversion, discover sales anomalies, inform users of outdated or erroneous data, and propose the most suitable days and times to reach out to a client.
- Marketing Automation
You can execute campaigns quickly and efficiently with the help of this tool to obtain the highest ROI. Let’s examine Zoho CRM’s marketing automation capabilities in more detail:
- Client Segmentation
You may categorize your clients using Zoho CRM according to their locations, needs, lead source, and preferences. This tool makes it simple to deliver messages that are specifically tailored to your audience.
- Promote Nurturing
It enables you to handle every aspect of leads and turn them into transactions. It also ensures you are informed about each piece of information you produce.
- Event Planning
With the help of this function, you can quickly organize your events and turn them into sales. Within Zoho CRM, you can schedule meetings, send invites and follow-ups, and communicate with attendees. So that you have a clear history of your discussions, all of your interactions will be automatically preserved.
- Analytics and Reports
Many CRM systems are lacking in the data department, which forces you to add third-party solutions. However, Zoho CRM strongly emphasizes analytics and statistics, which is excellent for helping organizations, make wise choices.
The user interface (UI) or Zoho CRM has just been overhauled, clearing away extraneous clutter to provide a solid and simple design. Users may put one up for a personalized dashboard to examine digital representations of essential metrics. Additionally, users may choose a chart type (such as a pie chart, funnel, donut, etc.) and axis details (if available).
Each dashboard is personalized to contain up to 10 reports, allowing you to access your crucial data quickly. You may also distribute the dashboard to your team members so that everyone is informed.
- Integrations
A vital component of any CRM system is integration. Various departments within your company may use multiple software applications, so ensuring they all operate together is critical. The wide range of Zoho tools, like Zoho Mail and Zoho Campaigns, make it simple to increase the capability of your CRM. While this is happening, other third-party connectors, including MailChimp, Quickbooks, and Office 365 & G Suite, may boost your productivity and team cooperation.
- Mobile Application
With a dedicated CRM app for Android and iOS, Zoho made a significant financial investment in its mobile services. Users of the app get access to their newsfeeds, calendars, and fundamental CRM data.
The geolocation tool, which enables sales representatives to locate close-by prospects and schedule appointments based on geography, is one helpful feature. Additionally, the app will automatically store and sync your info the next time you are online if you are offline.
Conclusion
For small and medium enterprises, startups, and freelancers, Zoho CRM is a simple but feature-rich CRM system. If you are new to CRM, you may modify the system to make it as bare as you like. Or, if you are an experienced CRM user, you won’t get bored with the capabilities that may help your company expand.