Introduction to Zoho CRM

06/07/20 02:38 PM By Monica

Managing every aspect of the business can be made easier with a CRM system. It should readily understand the business, unite it with the employees and customers alike, and capture the business information such that one gets a holistic view of each customer in real-time. But what is CRM?

Customer Relationship Management (CRM) can be defined in many ways depending on what an individual intends to achieve. For some, it is the strategy to identify, understand, manage, and cater to the business needs of their prospects and existing customers. For others, it is a system that capture all the required information to provide a 360-degree view of customers' interests and preferences. It also provides various options to manage the sales and marketing processes and to interact and engage with customers regularly.


A CRM system helps a company to strengthen and build long-term relationships with its customers. One of the leading CRM company is Zoho

Zoho CRM is an award-winning web-based CRM designed to attract, retain, and satisfy customers to grow your business.


The core of Zoho CRM’s functionality is lead and contact management, but also sales pipeline management and purchase control. You can already assume what these features can do when bundled together, especially when placed on a revamped and easy-to-use interface that is so typical about Zoho. The home screen now includes 10 different components, with the main module navigation panel still placed on top for easier searching. Nevertheless, the user is always welcomed to customize the dashboard and make it look more business-specific.


It works well regardless if you’re a small business, an entrepreneur, or a large enterprise. Zoho CRM can automate daily business activities, track sales, and engage customers in different platforms. Likewise, its mobile platform lets you take CRM on location so can get updates fast and real-time, and close more deals even when on the go.

Benefits of Zoho CRM


Zoho CRM offers a wide range of benefits, most of which related to closing more sales and attracting more customers. But how exactly does its functionality help your customer relationships improve? Let’s check this out:


It automates vital sales operations


The core value of Zoho CRM is that it automates daily sales tasks, converts web visitors into hot leads, imports prospects from external sources and parties including trade shows, direct emails, and seminar. Once imported in the system, leads are matched with the appropriate sales agents, and converted into buyers sooner than you could ever imagine. Most of the sales operations in Zoho CRM are single-click ones, and can be customized to meet the specific needs of your business.


Zoho CRM also allows you to manage customer accounts, such as: monitor all accounts from a shared database; view them across products, locations, account, and status; and track their purchase history for cross-sell or upsell opportunities. Likewise, you can accurately forecast revenue, establish/assign/edit sales quotas, identify individual/team performance, measure forecast accuracy, and create customizable forecast reports and dashboards.


Gives access to important data in real time


Zoho CRM offers a handy Opportunity Tracking tool allows you to see where your customer is in the sales cycle, which is the deal’s size, contact history, and competitor profile to help you craft more fitting messages. Access these data in the easy, accurate Dynamic Reports & Dashboards.


Zoho also lets you identify and target inactive leads with historical data to realign your customer messaging. The Business Card View, for instance, allows you to quickly access all pertinent customer information in one window without the need to scroll or search. The Notes Section displays the time and content of past conversations for a more personal and logical communication. Sooner than you think, relationships will be streamlined, and you will be able to make smarter and more profitable business decision.


Makes maximal use of social media


Like it or not, most of our customers nowadays are coming from Twitter and Facebook pages, which is why it is essential to have a CRM that can link them to our products/services. Zoho CRM, for instance, follows their behaviors and categorizes them as leads and contacts, so that you could connect with them and send them invitations to give your work a look.


Allows you to go mobile


Zoho CRM has a special, dedicated mobile edition for Android and iOS users which helps customers stay in control even while on the go. You can control their actions, access sales records, or send invitations directly from your mobile device.

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