Sales Force Automation

Your sales team deals with time-consuming but important tasks such as scheduling sales appointments, sending follow-up letters and emails, tracking contacts, and updating sale opportunities. Zoho CRM automates these mundane sales processes and empowers your sales reps to concentrate on creating and nurturing leads, closing deals, and growing your customer relationships. Enable salespeople to quickly generate estimates and speedily turn them into proposals, quotes, and then orders when a deal is signed.

• Generate, organize, and manage leads with ease
• Get complete visibility of your deal pipeline
• An integrated approach to customer account management
• Automate routine tasks and save more time
• Automatically route leads based on your rules

Work from anywhere 

Remote work is the now.

While sales teams across the world are moving towards increased remote working capabilities, we recognize that managing a sales team remotely is no easy feat. Zoho CRM ensures that remote work won’t cause a dip in your numbers, and that your sales team stays productive wherever they are.

• Conduct sales presentations and meetings, right from your CRM
• Streamline your team communication with the free Zoho Cliq integration
• Make and attend calls away from the office
• Keep track of your prospects, wherever you are
• Run your business from your phone with Zoho CRM Mobile
• Get in-depth sales analytics on the go

Journey Orchestration

Gone are the days when your prospects traverse a simple, linear path from first contact to purchase, or from service request to closure. Today’s customers can interact with your brand via multiple channels, and go through multiple organic paths (sometimes even ending up in loops) before reaching a purchase decision.

All this, with the expectation of individual attention along the way. CommandCenter helps you provide and keep track of thousands of such personal journeys without compromising on brand experience.

• Easy Cross-functional collaboration
• Coordinate your journey with third-party app functions
• Build checks and balances into your workflows
• Make journey improvements with performance analytics

Process Management

Building a standardized sales process based on your most effective sales strategies provides your company with a consistent roadmap to success. From lead creation to deal closure and everything in between, Zoho CRM can capture your organization’s sales process and make sure everyone in your team follows the right process, even when you’re not looking.

• Build and implement scalable sales processes for your organization
• Separate the buyers from the spyers
• Automate submission of records for approval
• Put the right leads in the right hands
• Escalate cases automatically when they meet your criteria
• Verify and approve data being pushed into your CRM
• Prevent inaccurate data from entering your CRM
• Extract information from incoming emails automatically
• Manage multiple sales processes within your CRM

Omnichannel

Customers have more ways to interact with businesses than ever before. Zoho CRM allows you to connect with your customers through multiple channels, all while centralizing information that empowers your sales team to have contextual, meaningful conversations with your prospects.

• Bring customer emails from your inbox into Zoho CRM
• Integrate your calls and sales
• Convert every online interaction into a sale
• Talk to leads as soon as they land on your website
• Make self-service selling available
• Conduct sales presentations and meetings from CRM
• Get SalesSignals from all your interactions, in real time

Analytics

From lead analytics to deal insights, activity stats, and email analytics, Zoho CRM’s advanced analytics help you monitor every aspect of your sales cycle. Create customized dashboards with analytical widgets for sales, such as charts, target meters, KPIs, and funnels. Make data-driven decisions with customizable reports, and boost your sales success with actionable data intelligence.

• Get visual answers from your data
• Drill deep into your sales data with customizable reports
• Tell persuasive stories with powerful charts
• Know where your business stands
• Analyze your time-based sales metrics with cohorts
• Determine correlations between different metrics with quadrant analysis

Sales Enablement

You can’t just rely on your sales team’s motivation to win deals. You have to empower them with the right sales tools. Spend less time trying to win each deal. Zoho CRM brings you all the necessary sales enablement tools to execute the job in the most efficient way possible. Selling will never be a struggle again!

• More access, visibility, and control over sales content
• Empower customers, vendors, and partners with Portals
• Change the way you capture customer information with Wizards
• Prioritize and respond to sales emails
• Conduct online meetings with leads and contacts

Performance Management

In the business world, there’s no better motivation than numbers. Monitoring your sales activity is a crucial step in building a clear understanding of your company’s current performance and its future potential. Simply the process with the right kind of software. Enhance your sales pitch with powerful insights, meet changing industry trends and protect yourself against any adverse economic conditions with Zoho CRM.

• Categorize your customers, quickly & easily!
• Multiply your opportunities with multiple currencies
• Gamify your way to more revenue
• Increase your chances of closing deals & converting leads
• Don’t get intimidated by data
• Engage with prospects round the clock

Predictive Sales

Zia is an AI companion within Zoho CRM, and she’s here to help you manage your CRM intelligently. Zia can fetch the information you want, take notes as you dictate, predict the outcome of sales activities, detect anomalies, automate mundane tasks, and more! Stay on top of every activity with the newest member of your team—talk to Zia today.

• Predict sales with Zia
• Zia can identify sales anomalies
• Zia makes your emails smarter
• Boost your productivity with recommendations
• Validate images added to CRM with Zia Vision

Customization

A truly customizable solution that can be modified as needed to fit your business. Use custom fields, buttons, and layouts to capture various information from your prospects, create custom views, relate information, test customization before rolling out, and even localize the language and currency to fit your users.

• Collect and manage all the data you require with ease
• Find the right data with custom views and filters
• Stay in the loop by tracking key updates
• Forms within forms for better detail
• Replicate your custom settings with ease
• Co-ownership of records for better collaboration

Marketing Automation

Zoho CRM helps your marketing teams efficiently run campaigns and pass on quality leads to Sales. Get the best ROI from every campaign you create using Zoho CRM’s marketing automation tools.

• Divide and conquer with targeted marketing
• Capture customer information from website promotions
• Measure the real ROI of your campaigns
• Measure the performance of your digital campaigns
• Send out targeted survey campaigns
• Associate multiple campaigns together

Team Collaboration

Zoho CRM is a collaborative CRM built to facilitate communication with your customers as well as your own team. Help your team stay connected with realtime sales updates. Enable teams to add helpful context to their sales records, or connect your collaboration tools to share updates from one platform.

• Use Feeds to keep your team in the loop
• Add notes to keep track of sales updates
• Break up sales teams into performance groups
• Use CRM to work on projects together

Mobile

When it comes to business, time is money. If your sales team can’t respond quickly, you could be missing out on a deal or be left with an unhappy customer. With Zoho CRM mobile apps, your sales team can keep in touch with their leads on the move, log and access important prospect information, keep track of their KPIs, and make data-driven decisions on the move.

• Close more deals wherever you are
• Make data-driven decisions on the go
• Convert business cards into CRM contacts

Security

Our state-of-the-art security systems controls access to your entire organization and secures your data at different levels. With features such as encryption, audit logs, IP restrictions, and two-factor authentication, protect your data and allow only authorized users access to it.

• Encryption to protect sensitive data
• Track user activity with audit logs
• Prevent unauthorized access with IP restrictions
• Tighten security with two-factor authentication
• Regular data backups