Zoho CRM Features
Zoho CRM Features is a customer relationship management system that enables users to sell smarter, better, and faster. It has modern features that allow them to reach out to prospects at the right moment. They are able to engage customers across multiple channels. With this CRM software, businesses of all sizes are able to close more deals in a smarter way.
Zoho software, products, and features
Zoho Projects is a project management software that allows teams to work together to create goals, milestones, timelines, and tasks, that can help businesses track a project from start to finish.they have found this software integral to their day-to-day business management.
Another popular software that our clients use is Zoho One Business Suite. that easily integrate with each other, allowing information to be seamlessly imported, exported, and shared among platforms.
With 40+ applications, there is a lot to learn, but with proper training, you will be able to break down each of those applications so they become easy to use, and a fundamental part of how you do business.
Connect in real-time with customers and prospects, across all channels. From email to phone, live chat, and even social media.SalesSignals notifies you when a hot prospect is browsing your site, reading your email campaign, or engaging with your brand on social media.
AI, Performance, and Analytics:
The customer relationship management system has a new artificial intelligence feature called Zia.
It learns about the business and the team and offers predictions on trends, anomalies, conversions, and deals closing. Users can call or chat with Zia to ask her for record info, reports, to add new data to the CRM. Performance metric tools such as reports, analytics, and forecasting allow them to measure the performance of every sales activity, and break up quotas into achievable targets.
Customization, Process Management, Sales Automation, and more:
Zoho CRM allows customization of standard modules. Users can also add more functionalities so they can work the way they want to. They can customize views, filters, and fields, and decide how much data they want to see at any given time in the language they prefer. Blueprint is a process automation tool that enables users to build and automate sales processes,
while also ensuring compliance from the sales team at every step. The CRM system also has an approval process, workflow rules, macros, and assignment rules. Other features include pipeline management, team collaboration tools, marketing automation, and developer tools. It integrates with many third-party apps available in the Marketplace. Native mobile apps for iOS and Android are available.
Security features allow the organization to protect its customers’ data while giving employees the right access to get their work done.
In most CRM systems, the term pipeline management designates a process of overseeing and directing future sales in various stages. Pipeline management allows CRM managers to answer several important questions. First, it enables them to accurately predict future revenues. Second, it helps them analyze the sales process and identify weak spots. Third, it can alert a sales manager about a future sales slump or sales growth. Forth, it shows aggregate sales velocity the time it takes on average to turn incoming lead into a paying customer.
Get your marketing and sales team on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spend to sales revenue with the Google Ads integration.
Catalyst & Developer Tools:
Build enterprise-grade apps with minimal effort. Zoho CRM’s enterprise cloud platform provides the right mix of no-code, low-code, and high-level programming interfaces to develop seamless third-party integrations and white-labeled industry-specific applications.
Zoho CRM’s real-time feeds, chat, the repository to share sales collateral, and a centralized calendar makes closing a deal easier for everyone.