Customer Relationship Management

Customer Relationship Management

Transform Your Business Process.

 

The Customer Relationship Management (CRM) application is a dynamic and robust tool for businesses, allowing you to keep a centralized database of customer information, sales activities, and so much more. Using CRM cloud software allows you to capture customer information from all marketing channels and funnel new leads through a customized sales process. The CRM can aid in managing your customers, vendors, employees, sales teams, product SKUs, inventory levels, multiple warehouses, and various other aspects of your business. Streamline your business and sales process to make sure you never lose track of a customer or lead again.

 
What Is It like to Use a CRM?

New customers can enter your CRM system automatically via web-based forms or through a customized manual process as your employees engage with clients over the course of closing a deal. Assign statuses for each step of your customer’s journey; update your customer’s CRM status as they move through your sales process and let automated tasks save time. Designate tasks to users, automate follow-up messages, set reminders, and automate email alerts to managers. Keep track of your sales team and employees and encourage competition with an optional built-in sales game that tracks sales achievements.

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Keep Track of Everything in One Place

Create customer notes, integrate emails, attach files or scanned documents, and oversee your overall sales process more efficiently by utilizing the centralized and up-to-date CRM database. Monitor your entire customer base and sales process from a live visual dashboard and generate detailed reports that are always up-to-the-minute with the latest information captured by the CRM software. Use built-in tools like a company calendar, group chats, and live feeds to stay informed and communicate with your team.

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Provide Excellent Customer Service

Whether customers come into your store, call over the phone, or send you emails, having CRM software empowers any of your employees to pick up where the conversation left off at the last point of contact. When customers come into your store asking for a follow-up on a customer service issue, any employee can search the client’s account to view existing issues and notes within seconds. Saving the customer and your employee precious time. When clients call in, their account information automatically pops up on your work screen allowing you to answer their call using their name and information. Emails with clients are logged on their client account and can be shared with team members if necessary.

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Engage with Leads and Clients

Connect your client's social media profiles to your CRM software and monitor when client’s mention your brand, so you can engage and respond immediately.

The CRM application allows you to integrate a chat box on your website; simply copy and paste a snippet of code to your existing website. This allows your website-based customers to speak directly with your employees through the CRM. This works for both mobile and desktop! Stay connected, keep your customers happy!

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Lead Generation

Generate leads and send them to your CRM using Zoho Social and connecting your Facebook, Instagram, Twitter, LinkedIn, and Google+ accounts. Use Zoho Campaigns to manage email lists and track their effectiveness in your CRM.

Connect your website with Zoho Forms and integrate applications, contact forms, or support forms to your CRM and automatically generate a lead, contact, or case. Insert a chat window in your website with Zoho SalesIQ so visitors can ask questions, visitor information is stored in the CRM under their page.

Your employees and sales people can manually add in leads, accounts, contacts, deals, and do mass imports of leads.

Track ROI on your Google Ads and Facebook Lead Ads when you link them with your contact forms and CRM; after a deal converts you can link your campaigns to revenue generated.

Manage Customer Relationships

Centralize your leads, customers, vendors, sales, and inventory database in one location with Zoho CRM.

Some companies have a longer sales cycle or longer time before qualifying leads. These companies can use the leads module and when a lead is qualified the sales person can convert the lead into an account/ contact. The sales person attaches a “deal” or contract to the new account and can track the closing process using a visual pipeline funnel.  Deals move through the sales pipeline and are eventually won or lost, this revenue is recorded automatically in your Zoho Books account.

Some companies do not need to track a long sales process, but just need to pull up inventory or services and issue estimates and invoices with line items. In Zoho CRM you can create estimates and invoices right from the customer’s page in your system, data is automatically sent to your Zoho Books account.

Communicate with built in CRM chat, or use Zoho Cliq for the entire company. Attach Zoho Motivator to your Zoho CRM to create sales competitions and track key performance indicators company wide.

Data & Revenue

Zoho Books is accounting software that integrates with Zoho CRM and Zoho Inventory. Link your business bank accounts and credit cards to Zoho Books so you can account for business expenses and therefore profits and loses. Zoho Books will still generate your top line business revenue without linking your bank account. You can even use Zoho Payments to collect credit card payments through email invoices and have them accounted for the moment they are paid.

Zoho Analytics is a powerful analytics platform connecting different sources of information and generating meaningful reports. You can connect your other Zoho applications to Zoho Reports as well as third party data sources such as Google Analytics and custom data sources.

Lead Generation

Generate leads and send them to your CRM using Zoho Social and connecting your Facebook, Instagram, Twitter, LinkedIn, and Google+ accounts. Use Zoho Campaigns to manage email lists and track their effectiveness in your CRM.

Connect your website with Zoho Forms and integrate applications, contact forms, or support forms to your CRM and automatically generate a lead, contact, or case. Insert a chat window in your website with Zoho SalesIQ so visitors can ask questions, visitor information is stored in the CRM under their page.

Your employees and sales people can manually add in leads, accounts, contacts, deals, and do mass imports of leads.

Track ROI on your Google Ads and Facebook Lead Ads when you link them with your contact forms and CRM; after a deal converts you can link your campaigns to revenue generated.

Manage Customer Relationships

Centralize your leads, customers, vendors, sales, and inventory database in one location with Zoho CRM.

Some companies have a longer sales cycle or longer time before qualifying leads. These companies can use the leads module and when a lead is qualified the sales person can convert the lead into an account/ contact. The sales person attaches a “deal” or contract to the new account and can track the closing process using a visual pipeline funnel.  Deals move through the sales pipeline and are eventually won or lost, this revenue is recorded automatically in your Zoho Books account.

Some companies do not need to track a long sales process, but just need to pull up inventory or services and issue estimates and invoices with line items. In Zoho CRM you can create estimates and invoices right from the customer’s page in your system, data is automatically sent to your Zoho Books account.

Communicate with built in CRM chat, or use Zoho Cliq for the entire company. Attach Zoho Motivator to your Zoho CRM to create sales competitions and track key performance indicators company wide.

Data & Revenue

Zoho Books is accounting software that integrates with Zoho CRM and inventory. Link your business bank accounts and credit cards to Zoho Books so you can account for business expenses and therefore profits and loses. Zoho Books will still generate your top line business revenue without linking your bank account. You can even use Zoho Payments to collect credit card payments through email invoices and have them accounted for the moment they are paid.

Zoho Reports is a powerful analytics platform connecting different sources of information and generating meaningful reports. You can connect your other Zoho applications to Zoho Reports as well as third party data sources such as Google Analytics and custom data sources.

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Get your hands on the same features included in the paid versions and see how amazing this customer relationship management cloud software really is!
Zoho CRM is also part of the Zoho One package of 40+ apps.

This free trial of Zoho One includes access to Zoho CRM.

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