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What Is Zoho CRM and Why Should You Choose It?

zoho crm

Zoho CRM is an award-winning web-based customer relationship management platform designed to manage your company’s relationships and interactions with potential customers. It helps you to streamline your company processes and improve profitability. Zoho CRM makes it possible for you to attract, retain and satisfy customers through an automated system.

No matter if you’re an entrepreneur, running a small business or a large enterprise, Zoho CRM automates your daily activities as a business and keeps track of your sales. Zoho’s mobile platform helps you to stay connected with your business on the go.

Along with all the wonderful features of Zoho CRM, you can extend it’s usefulness by connecting with Microsoft Outlook, QuickBooks, and Google Apps.

Let’s have a look at all the benefits of Zoho CRM:

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Increase Sales Volume

Zoho CRM is designed in such a way as to automate your day-to-day sales tasks, such as:

  • Generate leads from website visits
  • Import leads from your direct mail and trade shows or seminars.
  • Highlight the hot leads for the right prospects
  • Convert prospects into accounts
  • Customize sales processes that meet your daily sales operations needs

Along with the above-mentioned tasks, Zoho CRM monitors the customer accounts so you can view them across sales status, purchased products, and locations. The software also provides a room for you to cross-sell or up-sell through tracking a customer’s purchase history.

Likewise, you can forecast accurate business revenue, create and edit sales quotas, establish and monitor sales performance of an individual or a team, and customize forecast reports and dashboards.

Access Real-Time Data

With Zoho CRM’s Opportunity Tracking Tool, you can easily look at the sales cycle, the value of a deal and conversation history with the customer to better understand your customer’s profile. You can access data in Dynamic Reports inside your Dashboard.

Also, you can track inactive leads with historical data to target them for future purposes. You can realign your customer messaging through cross-checking your database.

The business card view let you access all the customer information in one window so you can read it without any distraction. You can access more details of customer interactions in the “Notes” section and improve your communications with your customers in a professional manner.

No Compromise on Security

Zoho CRM keeps the security measures intact for you. It’s quite easy to run Zoho on specific IP addresses or authorize specific websites to access it. You can activate secure sockets like “https encryption” and deny its accessibility from insecure platforms.

If you’re a freelancer or running a small business, you can restrict the access to Zoho CRM and allow it to run on your IP address only. The websites added to the list of “Authorized Websites” would only be accessing the available information on your CRM.

Run a Campaign

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Another wonderful feature Zoho CRM offers you is the Campaigns app. With it, you can create powerful e-mail and social media campaigns by importing your contacts from your personal e-mails and Google accounts and syncing your customer’s contact details.

You only need to build your contacts and then the Campaigns app will be one of your most powerful marketing tools.

Try it out

Zoho CRM is available for free with limited customer profiles, lead management, and accounts and contacts. It could be ideal for a freelancer as it offers you up to 3 users.

Using free Zoho CRM would help you understand its features and learn how to operate it correctly.

Go Mobile

You can access all the basic information of your customer accounts and sales on your Apple devices and Android phones. You can keep yourself updated no matter where you are and collaborate with your clients and team.

Also, the Zoho e-mail section is best viewed on your mobile phone.

Pricing

Zoho offers you 4 different plans, each having different features, and you can choose the one that best suits your business needs. You can cancel, upgrade and downgrade anytime.

Zoho CRM accepts transactions through all major cards and banks, or you can also pay with a wire transfer.

Free Plan (For Entrepreneurs):

  • 3 user accounts and up to 5,000 records
  • Social CRM
  • Accounts and Contacts
  • Mobile Access
  • Sales Opportunities
  • Developer API
  • Lead management
  • Web forms

Standard Plan (For Small Businesses):

  • All the features of Free Plan
  • $12/user per month
  • Marketing Campaigns
  • Up to 100,000 records
  • Sales Forecasting
  • Email Marketing
  • Document Library
  • Product Customization
  • Reports and Dashboards

Professional Plan (For Small to Medium Enterprise):

  • All features of Standard Plan
  • $20/User per Month
  • Workflow Automation
  • Mail Merge
  • Inventory Management
  • Unlimited records
  • Role-based Security
  • Email Integration
  • Customer Support

Enterprise Plan (For Multi-level Organization):

  • All features of Professional Plan
  • $35/User per Month
  • Call Center Connectors
  • Territory Management
  • Multiple Currencies
  • Help Desk Integration
  • Advanced Workflow Rules
  • Custom Modules
  • Custom Related List

Technical Details of Zoho CRM

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Devices Supported Geographies Served Customer Types Pricing Model Deployment
Windows Asia Freelancers Free SaaS
Linux Australia Small business Annual basis
Windows Mobile Canada Medium business Freemium
iPhone/iPad India Large enterprises
Android Europe
Mac Middle-East
Web USA
Latin America
China
UK

Supports Offered by Zoho

Zoho CRM offers the following supports.

  1. Email
  2. Phone
  3. Training
  4. Tickets

 

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