Zoho CRM Implementation

More than 150,000 businesses in 180 countries are using Zoho CRM for effectively serving their customers and growing sales. As a Zoho Certified CRM consultant, I can help you get the most out of your CRM and customize it to your company’s processes and business needs. Using Zoho CRM properly can help you save time and automate repetitive tasks, improve communication within your team and with your clients, improve profitability and grow revenues, provide insightful reporting and enable you to make data-driven improvement decisions. Here are some of the important features of the Zoho CRM that I can help you successfully implement.

Lead Qualification

Zoho CRM is one of the top-rated lead management solutions that helps in qualifying and segregating all incoming leads. For businesses of all scales, Zoho CRM’s lead management system can help in qualifying leads and converting them into contacts and accounts. To ensure lead conversion is performed efficiently, implement Zoho CRM for your business as it can guide you through making the most of business prospects who are interested in your services or products.

Contact Management

For easy contact management and strategic account management, Zoho CRM is the one-stop platform. Be it engaging with visitors on live chat, social networks or sending an email, Zoho CRM is the key to assist in communicating with customers across multiple channels. From refining queries to segregating notifications for posts and pings, the CRM platform can do it all for you to offer the best customer service experience.

Deal Management

Having all the information about deals in one place can help you with effective deal management. You can have easy customer segmentation with territory management. Be it organizing sales teams across geography or product lines, using the Zoho CRM’s territory management you can manage deals and sales throughout all kinds of customer segmentation and provide customized experiences.

Customize

From collecting and managing all the data to customizable page layouts, filters, and more, Zoho CRM is the needed customizable solution for every business. It offers custom views, related information, test customization before rolling out and even localize the language and currency to fit your users.

Automate

Be it building a scalable sales process or automating daily sales routines, Zoho CRM makes it all possible efficiently. To send emails, schedule tasks, or update fields, the CRM platforms assist you with automation which in turn makes the workflow productive. Using Zoho CRM’s Blueprint, you can make your sales process scalable and ensure that the right and the standardized process is followed every time.

Reporting

Zoho CRM Analytics enables you to make data-driven decisions. From providing information relating to leads, existing customers, contacts, and vendors to blending the data in multiple ways, Zoho CRM provides customizable reports to make smarter decisions for your business.

Mobile

The Zoho CRM Mobile App lets you have access to real-time data at all times and from every location. Keeping all the customers’ activities in one place as well as keeping a track of leads even when offline, the mobile app is a must-have. Zoho CRM mobile app doesn’t come at an extra cost and is available to every CRM user as soon as you create their account. Both iOS and Android options are available.

Integrate

Zoho CRM supports integration with other Zoho apps and many third-party solutions which enable effective management of your leads, customers and deals. Integrating Zoho CRM with other products such as Zoho Books, Zoho Analytics, Zoho Desk, Zoho Projects, and third-party solutions including social networks, e-commerce platforms and accounting apps assists in improving overall work productivity and efficiency.