As discussed in our previous blog, Zoho is a Customer Relationship Management (CRM) system designed to help businesses manage their sales, marketing, and customer support activities. Hailed as one of the most flexible and user-friendly CRM platforms, this cloud-based application serves over 80 million users globally.
Top Zoho CRM Features Contributing to Its Success
Zoho offers companies thousands of automated uses. Making life easier for millions of businessmen and women worldwide, here are some of the best Zoho CRM features.
1. Record, Safekeep, and Replay Conversations
Did you know you can integrate your PBX (Private Branch Exchange) phone system with Zoho? By doing so, your sales team can log, track, and review all calls within the tool, easily measuring the outcome of each conversation.
As an entrepreneur, you may already know that effective communication is key to closing deals. However, it can be challenging to remember every detail of a conversation, especially when you are making dozens of calls a day. With Zoho CRM, you can access the call history for each lead or contact, allowing your team members to analyze important details that can help close a sale, improve marketing tactics, and more.
In addition, Zoho CRM automatically registers and saves all incoming and outgoing calls, so you can always refer back to your call history and notes to prepare for future meetings or follow-ups. This feature ensures you never miss any crucial information and assists you in keeping track of your progress on each deal.
2. Create Email Templates for Convenience
Communicating with potential customers and long-term clients through emails is necessary for any business. Fortunately, Zoho CRM can expedite the process by integrating emails with CRM data and analytics.
In particular, combining emails with Zoho CRM can bring the following benefits:
- Templates make drafting messages quick and easy. Zoho allows you to create your own or personalize an email template from its collection by adding text, images, and tables.
- Send and receive emails from your preferred provider, including Gmail, Outlook, Yahoo, and Zoho’s own email extension (Zoho Mail). If you have multiple email accounts, you can easily link all incoming emails to your CRM.
- Send or respond to emails instantly, add or schedule follow-ups, and include notes. Zoho automatically links each email to the respective customer record, eliminating the need to comb through countless contacts and messages.
- Make your mark by customizing every aspect of your email, from fonts to signatures, to strengthen your brand presence and relationships with prospects.
- Zoho sends notifications whenever your emails are delivered, opened, and read, helping oversee overall engagement.
- Zoho SalesInbox is a personal assistant that integrates your inbox into your CRM, monitoring your most critical deals based on your CRM pipeline, regardless of which email provider you use.
- The CRM generates a summarized, detailed report for each team member based on how many emails they send daily, weekly, and monthly. Zoho analytics also highlights the number of emails contributing to overall leads and sales, and the amount of time it took to achieve these goals.
3. Use Lead Scores to Identify Priority Prospects
In the fast-paced world of sales and marketing, there is always more work to be done than time allows. To save several hours of work and prioritize leads, Zoho CRM simplifies lead scoring. By incorporating this practice into your daily business processes, you can focus on the leads most likely to convert.
Lead scoring lets you assign point values to different lead attributes, such as company size, industry, and level of engagement. It allows you to identify and single out tickets that meet your ideal customer profile and are most likely to become paying customers. Furthermore, this methodology can determine and disqualify the tickets unlikely to convert, reducing wasted time and marketing expenses.
By choosing Zoho as your CRM software, you can streamline your lead management processes, focus your sales efforts on high-potential leads, and increase conversion rates. Do not let a “lack of time” hold you back from bringing your sales goals to life – let Zoho help you work smarter and faster, not harder. Check out HubSpot’s post, Lead Scoring 101: How to Use Data to Calculate a Basic Lead Score, for a complete guide.
4. Access Advanced Analytics and Reporting
Zoho’s built-in analytics track a range of metrics, including site traffic, email engagement, social media activity, and more. In addition, the CRM lets you observe complete customer journeys by integrating their information into your database and CRM.
With customizable dashboards and analytical widgets, you can also supervise your sales cycle, from lead generation to conversion insights and engagement stats. In other words, Zoho’s visual analytics and reporting deliver actionable insights for every marketer or salesperson in your team, fostering data-driven decision-making.
Multi-dimensional reports and filtering options also allow you to comprehend trends and explore data in various ways. Plus, you can easily export reports as Excel files or PDFs and share them on your Zoho Feed, Slack channel, or embed them into your website.
By leveraging Zoho CRM’s advanced analytics, you can gain insights into consumer behaviors, monitor all aspects of your sales cycle, and implement automation workflows to optimize your marketing campaigns.
5. Use Feeds to Collaborate Effectively
Taking the last spot on our list is Zoho’s team collaboration features.
Sharing updates and announcements is the core of teamwork, but not all information is relevant to every individual in your organization. Rather than sharing everything with everyone, only relay pertinent data to members involved in the project.
Zoho CRM’s Feeds facilitates this targeted communication and collaboration. By choosing the appropriate group on the Feeds tab, team managers can restrict and limit communication to the personnel involved. For example, in our case, if a client wants to revamp their social media marketing strategy, we can select the “Marketing” group to ensure only those team members receive notifications and collaborate on the work needed.
Zoho Feeds promotes effective communication and guarantees that critical information reaches the correct people. In return, your team can save time and boost their productivity.
The Bottom Line
By using the above Zoho CRM tools and functions, you can maximize your business processes, see an increase in sales, save valuable time and money, and reach new heights of success.
At PrimeView, our expert CRM solutions can help you achieve all that and more by organizing your internal operations, automating your workflows, staying on top of follow-ups, and simplifying in-depth analytics, among others. Our marketers have years of experience helping entrepreneurs like you succeed with Zoho. Allow us to provide you with the guidance and support needed to get the most out of your CRM investment. Contact us today to unlock its full potential.