Zoho has been there for a long time in the market. It’s just that many have known about them recently. The most well-known solution for Zoho has been its CRM application and has been making a lot of buzzes recently for its innovative feature offerings like AI-based Zia, Control center, Blueprint, and many more.
With the powerful features available within Zoho CRM, its main motto is to help you manage the customer lifecycle completely. Customers can reach out to you from multiple sources, may it be your contact-us form on your company website, user chat, or through a Facebook ad campaign you might be doing and this data is pushed automatically into Zoho CRM. Further Zoho CRM provides features like pipeline management, Account management, Contact management, Deal management, Campaign management, Workflow automation, and many more.
When a prospect contacts you, it becomes important to store the information in a well-organized format or you might have a list of contacts you won’t want to target to make your sale. This is your pipeline which you would want to manage and keep a track of. Zoho provides you with a pipeline management feature that allows you to track your pipeline and all the activities you have been performing.
When these prospects qualify Zoho allows you to create a deal/opportunity which can track the potential in terms of revenue you can expect if the customer signs up.
Zoho also allows you to manage your accounts, contacts, and other activities including all the mail communication you have been with the lead, account, contact, or deal. This is great because you then know how much engaged a customer is with you and can trace back any communication you have been doing years back.
I know what you might be thinking, these features are very general and must-have in any CRM but the advantage comes when you look at the automation capabilities of Zoho CRM. You can create and modify fields on the fly, create new customized modules, and add new functionality with a blink of an eye. You have features such Blueprint which allows you to define processes for your lead generation, qualification, and management. Zoho’s Zia AI also adds to the list as it can suggest you the best time you can contact your customer and boost your response rate.