Introducing Zoho CRM:
There are 45+ applications all bundled into Zoho One giving companies a complete business operating system with a single sign-on, offering all the benefits of a single platform and a single vendor.
This is a visionary suite built to empower growth and is currently in use with over 50 million users worldwide, potentially replacing over 700 business applications!
So, what are these 45+ applications and how can they help your business? I attempt to cover them all, one by one, starting with:
#1 Zoho CRM
At the heart of Zoho One is the CRM Application, which comes with all the modules you will need for creating an extremely valuable database of all your prospects and customers. I list just four below, there are many more, and keep in mind that you can also create your own custom modules:
Leads
- Generate Leads from various sources, including smart web forms, social integration and marketing campaigns
- Enrich Leads using Zia, the Artificial Intelligence built into Zoho and available across the entire platform
- Distribute Leads automatically to Sales Reps based on pre-defined Workflow Rules
- Nurture Leads through multi-channel communications
- Identify quality leads and convert them to Deals with a single click
- Use built-in analytics to measure the Leads, Conversion Rates on Sources and Sales Reps, as well as Cost per Acquisition (CPA)
Contacts
- Leads can be converted to Contacts once there is a business opportunity and they become potential customers
- Omni-channel engagement that brings the customer closer and unifies your team across Sales, Support and Marketing
- Customer-facing teams communicate internally in real time on a single database that ensures consistent customer experience
- Empower your teams by leveraging insights and intelligence across all customer touchpoints
- Improve your business processes from prospecting to payments using automated, efficient workflows
- Be productive on the go with access to a full range of mobile applications
Accounts
- An Account is a Company or a Department that can have multiple Contacts linked to it
- Cater to different needs of the same Organisation by setting up parent-child relationships
- View all transactions in one place from sales orders to invoices and payment details within the account
- Segment accounts based on recency, frequency, and monetary value
- Closely manage accounts under your control
- Discover deeper insights about the accounts that you manage with built-in analytics
Deals
- Create a Deal for a confirmed business opportunity
- Identify and focus on Deals that are likely to close, using Zia and it’s AI capabilities
- Increase up-selling and cross-selling
- View Deals by Stage and progress through Sales funnel easily
- Create Quotes based a Product Catalogue
- Build fully customisable sales processes for your organization
That’s all folks – happy holidays and watch out for the next Zoho One application in my list – #2 Desk!
