PrimeView CRM Solutions
What is the essential element of any business? Well, the answer should be obvious, the customer, of course, someone who buys your products or services. The other important element of your business is your relationship with your customers and managing those relationships.
This is why you need CRM, or customer relationship management, a software program that allows you to automate the tracking, communication, and reporting of customers.
The key here is “automation.” By automating all the things needed to stay on top of your customer base, you will make your business more efficient and profitable. Much more!
The customer features of CRM include a central database accessible to all employees to view and update customer data, customer data analysis, including segmentation of customers and potential customers. All this gives you ways, strategies, and processes for acquiring and retaining customers.
Zoho and Zoho logo are registered trademarks of Zoho Corporation
Solving marketing challenges
Let’s face it, operating a business has its challenges. Three of the biggest challenges for sales associates are:
- How to qualify and follow up on leads
- How to prioritize sales activities
- Maintaining customer
CRM is a tool that not only solves those fundamental problems but also handles other, less pressing issues. There are several CRM tools available with ranges of functionality and cost.
For PrimeView, our many years of web design in Arizona has given us many customers. We find that Zoho CRM offers a comprehensive, robust and affordable solution for customer relationship management.
As PrimeView is a Zoho Partner, we can offer this top-notch CRM solution to your business. Before going into the details of whether we can help you with Zoho, let’s dive deeper into the many benefits of this CRM.
Cloud-Based
Zoho CRM is cloud-based, so you don’t need to have the software taking up space on your computers. Zoho’s integrated customer relationship management platform can meet the needs of businesses and industries of all types and sizes. As your company grows, you can always depend on Zoho as a scalable and enterprise-ready solution.
Omnichannel functionality
Zoho is an integrated omnichannel system that supports phone, email, live chat, social media, and in-person meetings. With many additional functions and features, Zoho can do just about anything you may need.
As a matter of fact, using Zoho CRM’s developer platform, new additional operations, and personalized user experiences can be developed. Automate routine sales, marketing, and support functions or develop apps for both web and mobile.
Zia – AI-powered sales assistant
No modern application will be competitive and provide a high functionality level without incorporating artificial intelligence (AI) in its system. Included in Zoho CRM is an AI-powered sales conversational assistant called “Zia,” your companion helping you manage your CRM intelligently.
She can understand commands and queries issued over text and voice. Just ask her a question, and she’ll read out the answer or display it on your screen. Zia can also record your voice to create reminders, take notes, or update records.
Much more than that, Zia can predict the outcome of sales activities, detect anomalies, automate mundane tasks, and much more. Like a brilliant secretary that never takes a day off or lunch break, your team can spend more time selling, leaving other tasks to Zia.
Chat Tool – SalesIQ
And there is more! Zoho also includes SalesIQ, a customer engagement platform with live chat, website visitor tracking, and analytics capabilities that helps you know your visitors, engage them and support your customers in real-time.
Here’s how SalesIQ facilitates better customer engagement:
- Improve customer service
- Improve customer satisfaction
- Improve customer retention
- Increase sales
- Generate new business
- Ability to share and distribute data
- Market products & services more
- Improve market intelligence
- Manage customer renewals
- Reduce costs
Let PrimeView get you started with Zoho
Zoho CRM is a user-friendly application that offers the benefits listed above and many more items that are too numerous to mention here. So, there are some intricacies involved in setting Zoho up and attaining full integration into your business workings. PrimeView is a digital marketing agency in Phoenix that can help you take advantage of this premium CRM.
We can offer these CRM solutions:
Basic Zoho CRM Setup
We will set up and customize Zoho to fit your business. Configure Zoho to meet your sales team needs, set up custom fields, deal, and pipeline stages, scoring rules, and reporting.
Data Import to Zoho CRM
If you have an existing CRM you wish to replace with Zoho, PrimeView can import your essential data to the Zoho database. If you have other customer data, not in a CRM, such as lists of names and emails, we can import that also to your Zoho database.
Integrations
One of Zoho CRM’s great features is integrating with other apps and services. PrimeView can customize your CRM with existing apps or services used every day or integrate others you may want to add. The list is extensive, but here are a few popular ones:
- Zoom
- Slack
- Google Drive
- QuickBooks
- Google Ads
- RingCentral
Zoho CRM Support
PrimeView can offer help and guidance with any questions or issues that develop as you use Zoho. Just contact our support team at support@primeview.com.
Contact us today to learn more or to start the process of transforming your business with the world’s leading customer relationship management software. Call 480-970-4688 or message sales@primeview.com.
Contact us today to start a free trial!