Zoho CRM

Zoho CRM Software Overview

What is Zoho CRM Software?    

Zoho CRM is one of the best online CRM software for the Indian and international markets. It helps the sales teams and businesses track leads and convert them. This CRM software offers detailed CRM information about the quality and type of lead for strategizing. Zoho CRM is an omnichannel platform for the sales team to seamlessly interact with customers via call, email, live chat, and social media. 

Over 250,000 businesses across the world trust Zoho CRM with their operations. Zoho CRM has advanced features and simple design that helps increase sales and build stronger customer relationships for increased output. Zoho CRM improves lead conversion by a huge margin and shortens the sales cycles considerably. The online CRM software offers a thorough view of the sales cycle to improve the approach of the sales personnel. 

Zoho CRM is an omnichannel platform for the sales team to seamlessly interact with customers via call, email, live chat, and social media. The software offers detailed CRM information about the quality and type of lead for strategizing. This helps the sales teams and businesses track leads and convert them.   

What’s the Use of Zoho CRM Software?

Zoho CRM software provides a single platform for: 

•  Improving sales and marketing 

• Strengthening customer engagement and support 

• Streamlining business processes and policies, and more.  

It can be customized to meet the specific needs of any business type and size.  

Why use Zoho CRM?

Zoho CRM helps run successful marketing campaigns, drive more sales and provide outstanding customer service. It is highly flexible, scalable and customizable CRM solution, and can be integrated with a variety of tools. Zoho CRM tool is popular due to the following reasons: 

• Secure and reliable: Only authorized users can access the data. This is ensured by advanced security features like encryption, audit logs, IP restrictions, and two-factor authentication, and more. 

• Mobile accessibility: You can access Zoho CRM on the go via mobile app. This is useful for sales team in the field who can access customer data whenever they want. Everyone can collaborate remotely and stay up to date. 

• Quick onboarding: You can easily migrate from your existing CRM to Zoho CRM. The entire sales data transfer is a matter of a few clicks. 

• Customer support: Zoho CRM users get 24/7 customer support to resolve any issues that might arise while working with its modules.  

• Flexible subscription plan: You can choose among different subscription plans for month-on-month use.  

How to use Zoho CRM Software?

Based on your business requirements, you can choose a plan. After buying the plan, you have access to all the features and services offered in the plan.  

1. Step 1: Select Setup option after login.  
2. Step 2: Configure the settings based on your sales and customer needs and details.  
3. Step 3: To migrate data from another CRM, click on the ‘Getting Started’ option on the right-hand edge of your main screen.  
4. Step 4: Choose ‘Migrate Data from Other CRM’ and follow the given steps. 
5. Step 5: To customize your dashboard, select “Customize Home Page” under the drop-down menu in the upper right.  

You can then start working with different modules available like lead, contacts, activities, and so on. 

How Zoho CRM works?

• With features like instant surveys, lead management, marketing automation, and more, Zoho CRM helps businesses build an efficient communication channel with individual customers. 
• Sales professionals can access Zoho CRM app on the go. The software can reduce their workload by automating the sales tasks like sending follow-up emails, setting reminders for calls, managing call status and tracking the performance. 
•  Businesses can easily track their closed deals, payments, sales reports, collaboration activities, and so on. 

Key modules of Zoho CRM software 

• Deal Management: Get the status of all deals at a single place. With filters and sort functionality, you can quickly take actions on urgent deals. 

• Contact Management: You can connect to customers and prospects via live chat, calls, emails, social media, and more. All customer tickets are synced with relevant sales data and you are suggested best times to connect with them. 

• Workflow Automation: You can automate all repetitive tasks of your team. This allows you to focus on important matters and drive sales. 

• Sales Process Builder: Zoho CRM helps crate the funnel for deal closure, order management, lead follow-up, and more.   

• AI-powered Sales Assistant: AI-powered assistant Zia helps teams in managing tasks, stay up to date with sales activities and make smarter sales decisions.  

• Omnichannel Communication Integration: You can track all customer information from email conversations, calls, social media, live chat, webforms, self-service portals, and more in real time. This helps in obtaining meaningful insights.  

• Customer Portal: You can create self-service customer portals so that they may get answers to the most frequent problems on their own. This saves the time of customer support team. 

• Predictive Sales: Zoho CRM uses predictive AI to assign scores to leads and you can have a good estimate of your future sales. 

• Analytics and Reports: You get reports and statistics to track your key sales performance indicators (KPIs). You can collaborate with your team and make decisions accordingly. 

• Marketing Automation: Marketing automation tools ensure that you get best ROI from your campaigns and only quality leads are passed to the sales team. 

• G-Suite and Office 365 Integration for Sales Enablement: You have a centralized access to G-Suite and Office 365 apps. You can sync data across performs and access them without shuffling between apps. 

How does Zoho CRM App Work 

1. Zoho CRM mobile app is useful in handling customers’ requests and queries on the go. The app supports 20 different languages. You can access tasks offline and sync data across all your devices automatically.  
2. Zoho CRM app lets you collaborate with your team in real-time, view sales and marketing trends to make smart decisions. It is also possible to search and locate a client’s location and navigate there. 
3. It also provides a clear overview of your scheduled tasks, events, and calls so that you do not miss anything. You can review notes and attachments before meetings or attach voice notes to Log calls and capture the details of your client conversations.  

What is the price of Zoho CRM ?

Zoho CRM pricing in India starts from INR 800/- per year. Zoho CRM plus pricing begins from INR 3500/. 

For more details, please get in touch with our product experts.