Zoho CRM and Sales Process Automation

Zoho CRM automates sales processes (scheduling sales appointments, sending follow-up emails, tracking contacts, and updating sales opportunities) and empowers your sales reps to concentrate on creating and nurturing leads, closing deals, and growing your customer relationships. 

Generate, organize, and manage leads with ease

Don't get bogged down by the sheer number of leads in your system. Use CRM to automate lead generation from multiple sources, like websites, chats, social media, and trade shows. With lead scoring, distribute lead them to the right reps and ensure you don't miss out on converting quality leads 

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Get complete visibility of your deal pipeline

CRM helps you visualize your deal pipeline in a multitude of ways, making it easier to get a complete hold of all your deals in progress. With a powerful analytics engine inside CRM, you can also analyze your past unsuccessful deals, get useful insights, and reduce the chances of losing out on valuable deals.

A better way to engage with your contacts

About 96% of purchasing decisions are based on the initial conversations that sales reps have with their contacts, and they usually have just one chance to get it right. As a sales rep, prospecting with your contacts is about to become a whole lot easier with CRM's best-in-class contact management features. Manage your contacts, keep track of your interactions, communicate from within the comfort of your CRM, and turn every first-time buyer into a customer for life.

Automate routine tasks and save more time

Your sales team doesn't get paid to mess around in your CRM, they get paid to close more deals. With Workflows, you can automate all of your operational and data entry tasks which take up most of your sales reps' time like sending email notifications, creating tasks, and updating fields.

Get a realistic prediction of your future sales revenue

CRM combs through your data for past and current sales trends and gives you accurate sales forecasts that you can rely on. Break down forecasts based on individual sales reps, teams, or geographical territories based on past deals. Data-driven insights allow sales managers to set more realistic targets and run more profitable campaigns.

Customer account management

When you have all your account-based information in one place, you can automatically execute your key account management functions better. CRM offers a range of sales account management features for sales reps to understand their customers' needs better, address their pain points, execute account-specific activities, and greatly improve their relationship with customers.

Customer follow-up

Optimize your follow-ups by creating sequential flows based on customer interactions. Incorporate emails, calls, and tasks to create relevant follow-ups and gain the interest of your target customers.

Macros to make your sales run like clockwork

Macros let you trigger a set of actions for routine activities that you would usually execute manually. With a single click, use macros to send an email simultaneously, update a record, and create a task. You can combine multiple actions in a single macro and apply them to a bunch of records at the same time.

 Automatically route leads based on your rules

A lot of leads are lost in transition or delayed in getting followed up. CRM automatically routes leads to the best rep for the job on the basis of zip code, product of interest, lead score, or any other criteria relevant to your business.

 Analytics

Analyze your sales activities at the click of a button. With our built-in reporting and analytics module, you’ll spend less time crunching numbers, and more time negotiating the challenges and opportunities that your team is facing.