21st April 2015

Zoho CRM

Attract, Retain and Delight More Customers

 Zoho CRM frees you to do what you do best: selling. Automate tasks, improve workflow and focus on creating and capturing opportunities. With Zoho CRM you’ll replace doing tasks with hitting targets. Even better, your entire team will be able to collaborate and share information as it happens, eliminating redundancy and aligning goals. Successful selling isn’t about effort – it’s about results.

Drive Leads

  • Automate the lead management process
  • Accelerate the speed from lead to deal
  • Capture leads directly from website visits
  • Import leads from external sources such as trade shows, seminars, direct mail, and other programs
  • Match sales-ready leads to the appropriate sales people
  • Convert prospects into sales opportunities, accounts, and contacts with a single click
  • Customize sales processes to leverage your own best practices (B2B & B2C)
  • Build web to lead forms capturing leads directly from your website

Effectively Follow Up

  • Log all important customer calls for quick and easy reference
  • Store customer meetings and calls in an intuitive calendar
  • Manage daily tasks to streamline sales
  • Invite staff, leads and contacts to events and meetings
  • Set up recurring events by day, week, month and/or year

Manage and Understand Your Customers

  • Monitor all customer accounts and related contacts, opportunities and developments from a shared database
  • Understand where your leads are generated, which Marketing Campaigns are successful, build web to lead forms
  • Capture all customer interactions in one central location
  • View customers across products, geographies, account and status
  • Specify parent-child relationships between customer accounts and their subsidiaries or other divisions
  • Generate price quotes, sales orders and invoices
  • Track customer purchase history to identify cross-sell and up-sell opportunities, and establish effective loyalty programs

Prioritise Activities, Sell Smarter With Zoho CRM

Instead of a linear To Do List, build your To Do list based on the relationship that you have with your customer. Focus your resource on what you need to achieve to sell. Identify the tasks associated with Potentials or Customers.