Zoho CRM
With the trust of over 2,50,000 businesses across 180 countries, Zoho CRM helps you align your sales & marketing teams to form loyal client relationships. Zoho CRM software allows you to manage and control the customer lifecycle. You can create, manage and analyse at each touchpoint for an effective and efficient client relationship.
ALONGSIDE ZOHO CRM
ZOHO CRM FEATURES
Your sales force is the core of your business. They need to be on the top of their game, ALWAYS & EVERY DAY! Zoho CRM software ensures that they have all the relevant data whenever they need it. Let them nurture your leads and convert them to your loyal clients.
Lead management is the bridge between Sales and Marketing Teams. This cross-team synergy helps your organisation to generate quality leads from diverse sources, nurture them, and create opportunities with qualified leads.
You can command your business with Detailed Dashboards, Customised Reports on Lead Generation, Conversion Reports as per territories and sales reps.
Zoho CRM software helps your sales team to analyse and improve their sales performance with accurate forecasts, territory management and real-time analysis of the data.
Elements
Business Sales Process Automation
- Track sales opportunities and customer interactions, in one place
- Get real-time notifications for every interaction on every channel
- Conduct Sales Presentations & Webinar for Sales Teams and Clients
- Monitor deals across your pipelines and focuses on the ones you have the highest chance of closing
Multichannel Lead Generation
With the plethora of touchpoints, you can create effective and multichannel personalised marketing messages. You can connect with your customers and prospects using multiple tools and Zoho CRM features.
Step-01
Get everything together with an amazing Sales Inbox – Everything in your CRM simplified
Step-02
Generate Leads from Live Chats with Website Visitors
Step-03
Get All Sales Signals across your leads, contacts and accounts
Step-04
In-depth analytics to help you analyse the effectiveness of your campaigns and activities
Lead & Deal Management
Lead management is the bridge between Sales and Marketing Teams. This cross-team synergy helps your organisation to generate quality leads from diverse sources, nurture them, and create opportunities with qualified leads. Here is how you do it:
Step-01
Create a Lead Process Management
Step-02
Customised Pipelines for different products or services
Step-03
Configure Lead Qualification & Scoring
Step-04
Detailed Lead Analytics
Account Management
Your key accounts contribute most to your business, and they are a handful. You can provide an exceptional experience to these key clients with Zoho CRM.
- Create a personalised post engagement experience with campaigns and value-driven offers
- Analyse the real-time data from activities and take proactive steps to ensure client satisfaction
- Manage the issues and requests raised by the client with SLA has driven service management
Artificial Intelligence
Empower your sales team with an in-built Zoho AI tool – ZIA. ZIA will help you with its smart analysis and predictions. Imagine, you have pre-emptive information on your leads, deals and sales activities.
Step-01
Keep your teams productive with intelligent automation suggested by ZIA
Step-02
Proactive communication with your leads and clients and contextual updating of data from public domains
Step-03
Improve customer experience with meaningful recommendations
Step-04
Intelligent Predictions based upon data, activities and modules
Sales Performance Management
Zoho CRM’s features help your sales team to analyse and improve their sales performance with accurate forecasts, territory management and real-time analysis of the data
Step-01
Intelligent Predictions based upon data, activities and modules
Step-02
Intelligent Predictions based upon data, activities and modules
Step-03
In-depth analysis of lead creation, conversion, and revenue changes
Step-04
40+ Pre-built reports with multiple analytical tools – (Multitude Analytics)
INTEGRATIONS
Zoho CRM FAQs
How can we choose which variant is suitable for us?
Yes, Zoho People can be integrated with other solutions such as Quick Books, Adobe Sign, Docu Sign, Google Calendar, Zapier, XOXO day, Microsoft. You can also use Zapier to integrate with various tools. Apart from them, check the integrations section for more information about the same.
Can I upgrade or downgrade to different plans mid-year?
It’s important to pick the right variant that helps you strike the balance between investment and organizational needs. You can take our need assessment, scope of work and feature list to pick the right variant for your organization.
How do we manage contract or blue-collar employees (Drivers, Security Staff etc.) in Zoho People?
Zoho people has employee profile features, that can be used for blue-collar employees. These licences come at a very nominal fee. They do not get access to the system, however their attendance and leave data along with their personal data can be maintained.
Can we integrate Zoho People with other solutions?
Zoho people has employee profile features, that can be used for blue-collar employees. These licences come at a very nominal fee. They do not get access to the system, however their attendance and leave data along with their personal data can be maintained.
Do you have AMC? Is it compulsory?
No, AMC is not at all compulsory. We believe that our training will help the HR team to handle the system all by themselves. We provide L1 & L2 level training for HR Professionals. If at all you still want to opt for AMC our team will be happy to provide you an option.
Can we implement Zoho People ourselves? What support will you provide in this case?
Implementing Zoho people by yourself can be a tedious task especially if you’re not a certified professional. It might take more time and you might not be able to use the system exhaustively. Still if you want to do it by yourself, we can provide you with Interloop’s admin guide for Zoho People. To avail this you must tag Interloop as your partner.
Can we integrate biometric machines with Zoho People?
Yes, you can integrate biometric machines with Zoho People, Zoho People Support, MS Access and SQL database for integration.
Can we manage group companies or different legal entities in Zoho People?
Yes, you can manage the subsidiaries, sister companies in Zoho People spread all across the globe. This feature is available only in the enterprise version of Zoho people.