Zoho CRM has already empowered more than 250,000 businesses across the globe by helping them convert more leads, and engage with their customers in a better way which ultimately resulted in the growth of their revenue.
In 2021, Zoho CRM was named the CRM Technology by Nucleus Research for providing businesses with long-term value. Zoho CRM brings vertical solutions and general-purpose solutions on the same platform to meet the specific preferences and requirements of the companies.
Easy contact with the customers
Zoho CRM enables the user to reach out to the customers through almost all the channels like social media, email, telephone and live chat. Further, the users are notified when a customer interacts with the business in real-time.
It can also improve the efficiency of customer communications by providing insights about the best time and the best channel to contact the customer.
The platform helps automate repetitive tasks which are time-sensitive. The automation feature of Zoho CRM can be used for automating sales routines and chaining multiple rules in one workflow. Further, using Zia Intelligence, you can analyze the performance of the workflow automation.
The workflow rules of Zoho CRM automatically trigger actions, when the conditions specified, are met. This is especially helpful when you need to send emails to the customers or carry out a follow-up of a lead.
Zoho CRM further helps you with its predefined actions like scheduling tasks and sending out emails.
Real-time reports and insights
The business functions in a dynamic environment, and therefore, real-time reports and insights are significant for the growth of the business. Zoho CRM provides you with actionable insights, which help make data-driven dimensions.
Further, Zoho CRM helps understand a trend with its multi-dimensional report that considers a wide variety of CRM data. Also, based on the requirement, you can filter the reports to meet the objectives.
The stand report of Zoho CRM is useful in knowing the sales health with just a glance and on the other hand, custom reports can also be created to meet your specific business report requirement.
Zoho CRM also provides you with powerful charts that help visualize the data, especially when one is handling an immense volume of data. The quadrant analysis supplied by Zoho CRM can be used for making correlations between different metrics.
By tracking the current trends on Zoho CRM, the users can also make future predictions and plan the strategies accordingly.
Conversational assistant for CRM assistance
Zia is the artificial intelligence companion of Zoho CRM, and it is designed to help you manage the CRM smartly. The assistant is smart enough to solve both your verbal and textual queries.
You can use Zia for predicting sales and identifying sale anomalies. It can also assist you in drafting your email quickly by filling in the different customer records and prioritizing your responses.
Zia is also helpful in increasing the efficiency of routine tasks by making personalized automation suggestions based on the usage pattern of different team members.
It can also be used to keep you in the loop with the competitor’s activities, enriching the data by collecting different information for the records, building new predictions, and identifying patterns for a better workflow.
Ensuring that everyone is on the same page is vital for running a business, and the team collaboration of Zoho CRM helps you to achieve that. You can use the Zoho CRM feed for keeping your team in the loop for any project.
You can integrate the sales tools on Zoho CRM and go for sales collaboration. The team members can easily maintain a track of sales updates by leaving helpful notes for the other team members.
Zoho CRM makes it easier to work on projects together with features like tagging, which helps in easy organization and collaboration. Further, a common record can be maintained by assigning different users specific tasks.
Zoho CRM gives you the option to integrate it with the other third-party apps and tools and make things easier for your team so that they don’t need to shift between different software to manage daily tasks.
From Google Workspace to Microsoft 360, you can integrate Zoho CRM with all the important software.