Zoho CRM
Zoho CRM is a web-based Customer Relationship Management solution. The CRM service provides sales force automation, marketing automation, and customer support management for managing your customer relationships more efficiently.
Sales Force Automation
Zoho CRM has sales force automation modules such as, leads, potentials, accounts, contacts, and sales-forecasting. You can accurately track all business opportunities and close more deals in less time. Additionally, you can identify bottlenecks in the sales process in advance, thereby effectively utilize existing customer data for future cross-selling and up-selling opportunities.
Customer Support Management
Zoho CRM provides the Customer Support & Service management (Help Desk) features such as Cases (Trouble tickets), Solutions (Knowledge Base), Case Assignment & Escalation through Workflow rules, and easy to deploy Web-to-Casesynchronize customer-specific email messages as Cases from Microsoft Outlook mail client to Cases module in Zoho CRM. forms for capturing customer-specific cases through Web sites. In addition, you can also
Role Based Security
With the Roles and Data Sharing Rules, you can set up multi-level organizational hierarchy and control the data-level access rights as per a user's role within an organization. The Role-based security includes Profiles, Roles, Data Sharing Rules, Field-level security, and Groups. Using profiles, you can define fine-grained access rights to the CRM modules, data administration tools, CRM records, and fields within each module. Groups allow you to extend the data-level access to other users with similar job profile, working in the same department or project, or sharing the data among common geographical location.
Inventory Management
Zoho CRM extends beyond the traditional CRM by integrating online inventory management features, such as, Products, Price Books, Vendors, Sales Quotes, Orders, and Invoices with the Sales related modules such as Leads, Accounts & Contacts, and Opportunities. With the Zoho CRM - Inventory Management features you can achieve the seamless integration between pre-sales and post-sales activities in a single application. In addition, you can also procure goods or services from the preferred list of vendors.
Reports & Dashboards
You have access to customizable reports across all modules. Furthermore, you have more flexible options, such as, cross-linking modules, arithmetic operations, different types of layouts, 3-level column grouping, public/private folders, scheduling reports generation and delivering to the intended users including non-Zoho CRM users through email. In addition, 25 plus standard reports are packed in various modules which can be used as a ready reference and enhance the learning experience.
Dashboards give a real-time snapshot of your organization's key metrics. Using dashboards you can easily visualize comparisons, patterns, and trends in sales, marketing, support, and inventory related data. In the Zoho CRM solution dashboard comprises of different types of two-dimensional/three-dimensional (2D/3D) charts, which are generated dynamically built over the Macromedia Flash technology. The unique chart is Funnel chart, which can be used to visualize the sales pipeline at various stages intuitively.
Marketing Automation
With features like campaign management, e-mail marketing, and lead generation (eg. web-to-lead forms, import lead data, ect), you can integrate your organization's sales and marketing activities. Campaign management in Zoho CRM is integrated with the leads and opportunities modules, helping your organization measure the campaign performance and effectiveness.
Workflow Rules
In Zoho CRM you can create workflow rules to automate your sales, marketing, support processes, in which the records are assigned or transferred from one user to another for action, according to a set of predefined rules. By creating lead assignment rules for new leads (manual import or web integration) you can automatically assign leads to the sales reps based on different criteria (region, country, company, etc.). Another workflow rule in the Opportunity management is Big Deal Alert. This rule is triggered when the sales amount and probability of winning business deal crosses a significant value which can be notified to the management and other colleagues in your team.
Zoho CRM Enterprise Demo
Zoho Security
The following lesson documents provide an in depth review of each module in Zoho CRM...