Zoho CRM

Zoho CRM is a leading online CRM software designed for both the Indian and international markets. It assists sales teams and businesses in tracking and converting leads, offering comprehensive CRM data to strategize effectively. This omnichannel platform allows seamless interaction with customers via calls, emails, live chats, and social media. Trusted by over 250,000 businesses worldwide, Zoho CRM features advanced functionalities and a user-friendly design that boosts sales and strengthens customer relationships, significantly enhancing lead conversion and shortening sales cycles. It provides a complete view of the sales cycle, improving the efficiency of sales personnel.

What is Zoho CRM Used For?

Zoho CRM is used to run successful marketing campaigns, drive sales, and deliver excellent customer service. It is a highly flexible, scalable, and customizable CRM solution for SMBs, capable of integrating with various tools. The software is popular for several reasons:

• Secure and Reliable: Only authorized users can access data, protected by advanced security features like encryption, audit logs, IP restrictions, and two-factor authentication.
• Mobile Accessibility: Accessible via a mobile app, it allows sales teams in the field to access customer data anytime, facilitating remote collaboration and updates.
• Quick Onboarding: Easy migration from existing CRM systems, with sales data transfer completed in just a few clicks.
• Customer Support: 24/7 customer support for resolving any issues with its modules.
• Flexible Subscription Plans: Offers various subscription plans for month-to-month use.

How to Use Zoho CRM Software

1. Choose a Plan: Select a plan based on your business requirements. After purchasing, you gain access to all the features and services included in the plan.
2. Setup: Log in and select the setup option.
3. Configure Settings: Adjust settings according to your sales and customer needs.
4. Data Migration: To migrate data from another CRM, click on the ‘Getting Started’ option on the main screen and choose ‘Migrate Data from Other CRM’.
5. Customize Dashboard: Select “Customize Home Page” from the drop-down menu in the upper right to tailor your dashboard.

You can then begin working with various modules like leads, contacts, activities, and more.

How Zoho CRM Works

Zoho CRM helps businesses build efficient communication channels with individual customers through features like instant surveys, lead management, and marketing automation. Sales professionals can access the CRM app on the go, reducing their workload by automating tasks such as sending follow-up emails, setting reminders, managing call statuses, and tracking performance. Businesses can monitor closed deals, payments, sales reports, collaboration activities, and more.

Key Features of Zoho CRM Software

• Deal Management: Monitor deal statuses in one place, with filters and sorting functionality for quick action on urgent deals.
• Contact Management: Connect with customers and prospects via live chat, calls, emails, social media, and more. All customer tickets sync with relevant sales data.
• Workflow Automation: Automate repetitive tasks, allowing the team to focus on critical matters and drive sales.
• Sales Process Builder: Create funnels for deal closure, order management, lead follow-up, and more.
• AI-powered Sales Assistant: Zia, the AI assistant, helps manage tasks, stay updated with sales activities, and make smarter sales decisions.
• Omnichannel Communication Integration: Track all customer information from various channels in real time, providing meaningful insights.
• Customer Portal: Create self-service portals for customers to resolve common issues independently, saving customer support time.
• Predictive Sales: Assign scores to leads with predictive AI, giving an estimate of future sales.
• Analytics and Reports: Access reports and statistics to track key sales performance indicators (KPIs) and collaborate with your team for decision-making.
• Marketing Automation: Ensure the best ROI from campaigns by passing only quality leads to the sales team.
• G-Suite and Office 365 Integration: Centralized access to G-Suite and Office 365 apps, syncing data across platforms without switching apps.

How Does the Zoho CRM App Work

The Zoho CRM mobile app handles customer requests and queries on the go, supporting 20 different languages. It allows offline task access and automatic data synchronization across devices. The app facilitates real-time team collaboration, provides insights into sales and marketing trends, and helps locate and navigate clients. It offers a clear overview of scheduled tasks, events, and calls, ensuring nothing is missed. Users can review notes and attachments before meetings or attach voice notes to log calls and capture client conversation details.

Zoho CRM Pricing

Zoho CRM pricing in India starts at ₹800 per month billed annually or ₹1300 per month billed monthly for the Standard plan. Zoho CRM Plus pricing begins at INR 3500 per month. For more details, please contact our product experts.

Pricing

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