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.
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.
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.
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.
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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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.