If we need to define CRM, i.e. customer relationship management, the easiest definition is; depending on your customers, it may be software that allows you to manage your entire sales process.
With CRM, you can increase your sales and gain new customers. To do this, you should see CRM not only as a software, but also as a means of change in your sales strategy.
The use of CRM is not a process that requires long training. With the right advice and support, you can benefit from CRM software very quickly. You should plan your CRM usage plan step-by-step and plan to switch to a CRM based on continuous benefit.
Zoho CRM Overview, Pricing, Features
Zoho CRM is a Customer Relationship Management (CRM) solution that works with the current email of a business. Because Zoho CRM is cloud-based, installation is not required and can be accessed from anywhere from computers or mobile devices.
Using Zoho CRM, companies can create and track leads, manage tasks, and track the entire sales channel directly in the app. This allows team members to collaborate and access up-to-date information about each lead.
Zoho CRM takes on administrative jobs by allowing sales teams to focus on what they do best: sales. Using the forms provided, Zoho CRM users can create potential customers from existing websites and automatically fill out Zoho CRM databases.
Workflows allow administrators to set up actions to take when certain criteria are met. This allows businesses to control how potential customers are managed.
Starting Price: Free
Pricing model: Free
Subscription Free Trial: Available (No Credit Card Needed)
- Sales Force Automation
- Marketing Automation
- Customer Support and Service
- Inventory management
- CRM Analytics
- Workflow management
- Role-based security
- Developer API for Third-Party Integration
- CRM by email
- Integration with Microsoft Office and Outlook
- Document Library
- Reports and Dashboards
- Bulk Email
- Social CRM
- Workflow Approval Processes
- Special modules
- Multiple Currencies
- Playing games
How does Zoho CRM work?
A Smart CRM with Artificial Intelligence Sales Assistant
Zia, Zoho is a sales assistant working with AI for CRM. It helps individual agents and sales teams identify anomalies in the sales process before they occur, suggests the best time to communicate with a lead, and even examines sales patterns. A strong CRM with the intelligence of some companies is what most companies want.
Industry’s First Multichannel CRM
Meet your customers no matter what the media is. Connect and connect to provide a better experience to customers, from phone to live chat, email, social media.
Powerful Analytical Scans that Paint Paintings
When you use different apps to store your data, it’s important that they talk to each other. If they don’t communicate, your data will be in silos and it’s almost impossible to get your work done. Integrate and learn better with Advanced CRM Analytics, supported by Zoho Reports.
A Scalable CRM with Advanced Customization Options
As for a CRM solution, one dimension doesn’t fit all businesses. That’s why Zoho CRM allows you to easily customize the interface to meet your organization’s specific needs.
How to use Zoho CRM in 7 steps?
- Choose Your Plan.
Before going too far in figuring out how to use Zoho CRM, you’ll need to consider which plan will work best for your business. Depending on the features you need, Zoho offers a range of plans designed to meet the needs of almost any business, from the solopreneur just starting out to larger multi-tiered sales teams whose CRM strategy needs more advanced reporting and management functionality.
- Configure Your Settings
Once you’ve chosen a plan, the next step is to configure the software to meet your sales team’s needs. This means setting up custom fields, deal and pipeline stages, scoring rules, and reporting. Fortunately, Zoho makes it relatively easy to get started using the Setup menu, which includes all of the main modules and system-wide settings you need to configure.
- Import Your Data Into Zoho
Now that we’ve configured the important settings, the next step will be to transfer your existing contact data into Zoho. We’ll cover a few ways you can do this, like importing from a spreadsheet or existing CRM. Fortunately, Zoho makes this step relatively easy, but you can also add each contact manually. We’ll also talk about a few more efficient ways to import your information if you already have a large number of contacts.
- Get Familiar With Zoho CRM’s Layout
Now that you’ve configured your CRM settings and imported your data, we’ll look at the various modules you’ll interact with on a daily basis. Zoho makes it easy to find the information you need with a navigation bar at the top with access to each area of the CRM. You can quickly navigate between your Leads, Contacts, Accounts, and Deals, as well as the reporting and analytics features.
- Integrate Third-Party & Marketplace Tools
Zoho CRM allows you to extend its functionality with a robust library of integrations, including email, social media, third-party marketing tools, as well as the overall Zoho software suite. Zoho refers to its integration library as Marketplace, which provides search and filtering tools, making it easy to quickly find the apps you need. You can even read customer reviews and ratings of the various integrations, along with information about which versions of Zoho they work with.
- Create Workflows
Zoho CRM allows you to create automated workflows that save you time and effort on tasks you repeat on a regular basis. For example, you might create a workflow that sends a notification and follow-up email every time a certain deal stage is reached. You can create several different types of workflows for leads, deals, and tasks. These workflows automate processes related to new leads, deals, and tasks that you are responsible for.
- Add Users
You’re ready to add the rest of your sales team. From the Setup panel, select “Users” under “Users and Control” to add additional team members. You’ll then see a list of your current users and an option to create new users. Select “New User,” and enter the user’s name, company email, role (manager, sales rep, admin, etc.), and their profile.
What services does Zoho CRM offer?
Sales Force Automation
Most businesses start researching CRM software with the goal of increasing their sales. With features such as potential customers, contacts, accounts and agreements included in the free CRM package, you have the chance to monitor your sales power from a single platform. In addition, features such as tasks, events, call history, and notes, as well as advanced filtering options can help you draw the right map for your sales.
The processes of each business are unique. If you aim to manage these processes more efficiently with crm help, you should choose software that can adapt to your processes. The page personalization included in Zoho CRM’s free suite, the ability to rename tabs, and 5 list views that are entirely unique to you allow you to run CRM in a way that suits your business processes.
Workflow management is crucial to being at the center for the efficiency of your business. With zoho CRM’s free package of up to 3 users, workflow management quickly recognizes the improvement in the productivity point, especially for small businesses. On workflow management in the free package; You can have 1 workflow rule, email notifications (50 email-user licenses, and 150 emails per day), and task action.
Reports and Analyses
Reports and analytics help you control the instantaneous status of your business, making your next step safer. With standard reports and analysis charts in the free package, you can view the status of your business and make better decisions.
It is accepted that if marketing automation and CRM work together, sales of enterprises increase. Zoho CRM’s free package gives you the benefit of this fact. Marketing automation, with features such as email templates and disabling email, also helps you track potential customers visiting your website.
Zoho CRM’s free suite for a web form for potential customers and contacts that will help you identify and turn users who visit your website into customers and inform them about your products it is in.
The team working together in harmony is one of the goals of each business. Although CRM is called customer relationship management, it also helps your team achieve harmony to better serve your customers. Your team can work in harmony with each other thanks to zoho CRM’s ability to send calendars, status updates, direct messages, add files and follow the rules in a free package of up to 3 users.
Documents can often be frustrating and complex. Zoho CRM’s document library can easily get you out of this mess. With features that include sharing files, adding files, and reviews in a free package, your documents can be more organized and easily shared.
Today, every action that each organization performs carries a data. If you think managing this data is now getting too difficult for you, the data management features in Zoho CRM can help you. You can use the data store for all modules, import/export module data, and access the data history you import for up to 60 days.
When it comes to the software industry, security is perhaps the most concerned about organizations. Zoho CRM is again at the forefront when it comes to the security of CRM software that contains your company’s information. With 2 profiles in the security management included in Zoho CRM’s free package, you can control and focus on your business without worrying about the security point.
Integrated systems save you time and cost. Zoho CRM also gives you an advantage in integration. Zoho crm’s free package includes; Zoho Motivator, Zoho Campaigns, Zoho Analytics, Zoho Projects, Zoho SalesIQ, Zoho Desk, Zoho Survey integrations are available. In addition, the free package with Google integrations includes; You can find integrations based on Gmail content, such as gadgets, event exports from google calendar, and Google tasks.
If you don’t think your business is ready to invest in CRM yet, you can test how using CRM has an impact on your business with the Zoho CRM free package, where you can get off to a good start.
Benefits of using Zoho CRM for Business
- Stay at the top of any event with your new sales assistant, Zia The conversational AI sales assistant.
- In-depth analytics for sales success
- Process management to build and automate your sales process
- Portals for your customers, vendors and partners
- No data lock, export data at any time
Who needs Zoho CRM?
Zoho CRM has a version for both businesses and small businesses. Each has its own pricing model, there are several options available for SMEs.
The software is intended for any business that needs customer relationship management. First of all, sales organizations will benefit from the features of Zoho CRM.
Zoho Competitors, Revenue and Employees
ZOHO offers network, information technology and software maintenance services. Zoho Corporation Pvt. Ltd. offers online business, network, information technology infrastructure management applications, software maintenance and support services. Founded by Sridhar Vembu and Tony Thomas in 1996, it was known as AdventNet Inc. when it was renamed Zoho Corporation after its online office suite of the same name.
It is headquartered in Pleasanton, California with offices in North America and Asia.
Zoho’s top competitors are Freshworks, SugarCRM, Pipedrive. The company generates $500M in revenue and has 7,406 employees.
Zoho CRM Strengths and Weaknesses
Competitive positioning in the cloud CRM market is highlighted with the following strengths and weaknesses.
Zoho CRM Strengths
- A low cost and quick to deploy CRM software solution.
- The most recent release delivered in late 2011 really stepped up the UI and user experience. The UI has leveraged consumer technologies and navigation has been streamlined to reduce the number of clicks required to perform the most common tasks.
- A strong breadth of integrated online productivity applications. Zoho encompasses a wide product scope of complimentary services due to its integration with over 20 other Zoho applications.
- Zoho’s quote and sales order processing, with integrated inventory management module, and one-click function to convert a quote to an order or an order to an invoice is helpful for both inside sales and field sales that go beyond the opportunity record and actually take the order.
- Zoho’s unique freemium pricing model provides users with a thorough trial or starting solution.
- The company operates within redundant (Equinix) data centers in New York and California. The facilities are impressive Tier 4 infrastructures, however, occasional short duration system interruptions remain a recurring issue.
Zoho CRM Weaknesses
- The Zoho vision is unclear, and the business applications direction is even more vague. We would like to see Zoho put more definitive stakes in the ground supported by market strategy, planned go-to-market execution and product roadmaps.
- Like most cloud CRM solutions, Zoho remains behind the curve in key areas such as social CRM, business process automation (i.e. a workflow engine) and analytics.
- The Zoho CRM, Zoho Books and Zoho Invoice products possess reasonable forms and seemingly a reasonable data model, however, the designs are sometimes not intuitive and appear to come from programmers and not practitioners (or even well versed project managers).
- While Zoho accommodates small business customers well, it doesn’t offer the software feature sets or configuration flexibility required of most middle market or enterprise organizations.
- The company offers a diverse product portfolio, but much of those products lack feature sets found in competitor products and lack meaningful integration among each other.
- The company faces significant competition from many types of mature technology companies. From Microsoft and Google in the desktop apps space to Salesforce.com and SugarCRM in the cloud CRM market. Carving out the niche markets where it will surpass these competitors remains a work in progress.
What is the difference between Zoho CRM Plus and Zoho One?
Zoho CRM Plus is a customer experience platform that unifies the sales, support and marketing teams of your business on a unified interface, which gives your customer-facing teams a 360-degree view of your customers across all touch points to provide a seamless and consistent experience at every stage of the customer journey.
Zoho One is an all-in-one suite that enables you to run your entire business. It includes 35 web applications, and gives everything you need to grow your organization, from sales, marketing, customer support, finance, recruitment, to HR, and much more.
For Zoho CRM Plus, you can purchase user licenses for your customer-facing teams. With Zoho One, you need to purchase user licenses for all the employees in your organization.