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Offline Isaac Adeniran

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Zoho CRM automates day-to-day sales tasks
« on: January 15, 2019, 03:54:38 PM »
Zoho CRM automates day-to-day sales tasks



Zoho CRM automates day-to-day sales tasks, such as: drive leads from web visits; import leads from external sources like direct mail, trade shows, and seminars; match hot leads with the right sales people; convert prospects into accounts with a single click; and customize sales processes that fit your operations.

Zoho CRM also allows you to manage customer accounts, such as: monitor all accounts from a shared database; view them across products, locations, account, and status; and track their purchase history for cross-sell or upsell opportunities.

Likewise, you can accurately forecast revenue, establish/assign/edit sales quotas, identify individual/team performance, measure forecast accuracy, and create customizable forecast reports and dashboards.




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NaijaSky

Zoho CRM automates day-to-day sales tasks
« on: January 15, 2019, 03:54:38 PM »

Offline Isaac Adeniran

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Re: Zoho CRM automates day-to-day sales tasks
« Reply #1 on: January 15, 2019, 04:37:17 PM »
Access real-time data

The Opportunity Tracking tool allows you to see where your customer is in the sales cycle, deal size, contact history, and competitor profile to help you craft more fitting messages. Access these data in the easy, accurate Dynamic Reports & Dashboards.

Zoho also lets you identify and target inactive leads with historical data to realign your customer messaging. The Business Card View allows you to quickly access all pertinent customer information in one window without the need to scroll or search. The Notes Section displays the time and content of past conversations for a more personal and logical communication.

Get Social

Link your customers’ Facebook and Twitter pages to Zoho CRM. Categorize them as leads or contacts and send invitations or share comments to connect.

Go Mobile

The Zoho Mobile Edition gives you access to customer data and sales records on iPad/iPhone and Android devices to help you stay updated on the go.



NaijaSky

Re: Zoho CRM automates day-to-day sales tasks
« Reply #1 on: January 15, 2019, 04:37:17 PM »

Offline Isaac Adeniran

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Re: Zoho CRM automates day-to-day sales tasks
« Reply #2 on: January 15, 2019, 04:38:04 PM »
Add on and Integrations

Zoho crm can integrate with over 60 apps.

Features of Zoho CRM

Sales Force Automation

Lead Generation & Qualification
Pipeline Analysis
Sales Stage & Probability Analysis
Competitive Analysis
Real-Time Forecasting
Quota Management

Lead Management

Automate lead management process
Fast track lead to deal process
Capture leads from website
Import leads from trade shows, seminars, direct mail, etc.
Match sales-ready leads to the right sales people
Convert prospects into opportunities, accounts, and contacts with a single click
Sales processes as per own best practices (B2B & B2C)

Account Management

Single database
Customer data across products, geographies, account, and status
Parent-child relationships between customer accounts and their subsidiaries
Price quotes, sales orders and invoices
Purchase history to find cross-sell and up-sell opportunities
Loyalty programs

Effective Follow-up

Log important customer calls
Save customer meetings and calls in an intuitive calendar
Invite employees, leads and contacts to meetings and events
Manage recurring events by day, week, month and/or year

Website Integration with Forms

Create forms with no coding
Set rules to simplify lead distribution
Upload forms live instantly
Catch leads directly into your CRM

CRM Workflow Management

Workflow alerts while creating or modifying records
Associate tasks to the workflow rules with CRM records
Email notifications with templates and upon triggering a workflow rule
Auto schedule the workflow actions at pre-defined interval
Instant notifications to 3rd party applications via Webhooks
Custom Functions
Macros automate tasks

Sales Tracking

Sales Opportunity Management
Monitor sales opportunities across sales cycle
Import sales opportunities from third-party solutions and services
360-degree view
Drag-and-drop customization wizard
Big deal alert
Sales pipeline and sales escalation process
Free Edition


NaijaSky

Re: Zoho CRM automates day-to-day sales tasks
« Reply #2 on: January 15, 2019, 04:38:04 PM »

Offline Isaac Adeniran

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Re: Zoho CRM automates day-to-day sales tasks
« Reply #3 on: January 15, 2019, 04:38:35 PM »
Pulse

Track records that are critical to your business based on your criteria
Stay on top of sales updates in real time
Identify cold prospects for a sales follow-up
Sort updates by users and modules
Sort records by record owner and module
Complete visibility based on last activity

Sales Forecasting

Revenue based on data within Zoho CRM
Create, assign and revise sales quotas
Assess individual and team performance
Forecast accuracy against commit amounts
Fully customizable forecast reports and dashboards

Productivity

Business Card View
Quick glance at important details of the contact without scrolling or searching
Customize fields

Mail Magnet

Captures, collates and distributes customer email activity within your CRM
Get notification and reply to customer emails within CRM
Intuitively scans your mailbox and displays only relevant emails
Send emails via your favorite mail client
Get a copy of the email linked to the right lead or contact in CRM
Link prospect and customers emails with your CRM data
Share emails from prospects based on your own rules
Create mail merge templates for different modules
Get updated user info in merged documents
Manage templates in secured folders

Document Library

Role-based folders, sub-folders
Share collateral to your salespeople
Send documents from your CRM
One document can have multiple versions
Quick feedback from colleagues to improve document

Social CRM

View social interactions of your brand with prospect
Reply to direct messages, likes and mentions via your brand’s social profile
Engage future prospects from within the social stream
Stay tapped on customer’s interests and updates
Comment or like them inside CRM

Mobile CRM

Real time access to customer data
Receive sales alerts
Search customers nearby, create tasks
Capture trade show leads directly into Zoho CRM
Digitalize and save business cards on your iPhone

CRM for Google Apps

Custom Modules, API, Webhooks and Custom Functions
Create campaigns, email marketing & autoresponders
Enable security controls, organizational hierarchy & territories

 For more information on Zoho CRM Call us on  +2348022288492, +2348188518804  or
Contact us Online
TRY ZOHO CRM TODAY
   
   
             




NaijaSky

Re: Zoho CRM automates day-to-day sales tasks
« Reply #3 on: January 15, 2019, 04:38:35 PM »


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