CRM, CRM Management Blog TeamMarch 10, 2022

CRM Zoho: All You Need to Know

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CRM Zoho: All You Need to Know

Do you know about the CRM Zoho? If you are interested to know more about that, this article is a great help for you.

CRM Zoho: All You Need to Know

If you are looking for a CRM service, Zoho is a perfect option for you. Zoho is one of the best options in the business world.

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This application is useful if you need to manage leads, sales, and marketing projects. This application offers you an easy method of working with your customers. In this article, I will talk about the CRM service Zoho and how it works.

First of all, let’s discuss what is CRM software? The term CRM means Customer Relationship Management. It is a way to manage your customer’s data, contacts, and so on. The basic function of CRM software is coordinating your client’s data and keeping it in one place.

CRM Zoho: Features

CRM Zoho has some existing features that help you to manage your data easily:

Contact Manager

You can keep information about your customers like name, address and so on. You can capture their email address as well as phone numbers from here as well. You can also organize them into groups with proper categories. A possible advantage of using this program is that you can send emails to multiple people at once by using this application which maximizes your efficiency level.

Lead Tracker

If you want to convert any lead into an actual sale, some techniques are useful for that purpose like emailing them again or sending them direct mails if they have not contacted you before or if they have already purchased from you once but they have not bought from you after a while then again contacting them will help increase your sales. You can have all such information in the lead tracker section of the Zoho CRM software because it stores all such information about the leads that are stored in the database of Zoho CRM software as well as contacts who are stored in the contact manager section. 

Sales Tracking

Sales tracking records all information regarding the sales that are made by the business organization to its clients or customers with whom the business organization has been running its business relationship for a long period or for whom the business organization has been working for a long time but it has not yet been able to make its sales or increase its sales level from those clients or customers despite having done so before. All such information including date, time, and place of sale as well as the total amount involved in each sale and other details related to each sale is recorded in this section 

Campaign Builder

You can create a campaign to connect with your customers. This is helpful for you if you want to make your customers aware of your new products or any upcoming events that you want to communicate with them. You can also track your performance and see how many people are responding to your campaigns.