When we talk about popular CRM system for SMEs in recent times, Zoho CRM makes it to the top for its undying popularity across the globe. Success of Zoho can be attributed to many factors. Starting with its clean interface that gets more ranking than even renowned SugarCRM, Salesforce and Dynamics CRM. Further, the system is much easier on the eyes which makes navigating through the menu a lot simpler. The popularity is also accredited to a number of awards that it has won for its web-based design.
Moreover, like other systems it has powerful features such as contact management, lead management, sales pipeline management and purchase control which makes closing deals much faster. You can’t help notice the 10 different components that appear on the home screen and the module navigation panel. The integration options also deserve a special mention as there are plenty of options for the users.
- Microsoft Outlook
- Google Apps
Zoho CRM can be deployed on the cloud only. This may perhaps be one of its drawbacks. On-premise option isn’t available but this is well-suited for SMEs, anyway. Let’s further explore what other options it has to offer:
- Automating Business Activities
You can use Zoho CRM to automate various sales procedures and make your business process far more productive. One may import prospects from different platforms right into Zoho. It can become easier to manage customer records, monitor products, accounts, and their purchase history for cross-selling or up-sell opportunities. Up-selling and cross-selling is big in Zoho. You can further use its automated tools to create dashboards, customize forecast reports, forecast revenue, edit and manage sales quotas, analyze individual or team performance, or identify the accuracy of forecasts.
- Opportunity Tracking Tool
In order to stay on top of your sales process, you need information regarding the sales cycles which comprises of size of the deal, contact history, and information about the competitors etc. An opportunity tracking tool makes this easy to accomplish. This is present in the Dynamics Report and Dashboards module. You can revisit your inactive leads to manage customer messaging in a more effective manner. Customer’s information can be viewed in a consolidated form under a single section known as Business Card View. It is also possible to view the exact time, content and duration of customer’s interaction with any client in the “Notes” section.
A CRM will only stand the test of time if it is able to connect with social media platforms. It is no surprise that many customers can be approached through the social media channel. Zoho CRM provides tools that can help you analyze the behavior of social media users and bring them in as a contact or a client. The more leads and contacts you develop the greater are the chances of potential clients. This simple connectivity to social media gives every salesperson an upper hand.
Zoho CRM is available in different mobile editions which makes it easy for both the iOS and Android users to reach out. You can stay connected with your customers no matter what part of the region you are residing in. Whether it has to do with sending out invitations, checking the sales records or following new trends based on customers’ behavior. All of this can be done from your mobile phone. The CRM can also be integrated with Google Apps and other Zoho products. No wonder it is user-friendly which makes it the top choice of companies such as SMEs.
Zoho CRM is an effective system that can streamline all the sales, marketing and customer support processes. Zoho consultants are experts when it comes to integrating the system in a manner that it blends with the current business operations. You will find help every step of the way right from consultation, implementation, integration, training to support. Every business has unique needs and these experts offer customized plans that are specific to the needs of the business, and provides maximum benefit to the users.