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Full Zoho CRM review – all you need to know about Zoho CRM

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Zoho CRM
Zoho CRM

What is Zoho CRM?

Zoho CRM is a CRM software. CRM stands for Customer Relationship Management. It is a tool that helps business better access and organizes customer data. Zoho CRM is an award-winning web-based CRM. The features and functionalities it provides are tailor-made to attract, keep and please customer needs. This results in better organization growth.

The main advantage of using Zoho CRM is that it provides excellent lead and contact management. Apart from this, it is a very useful tool for sales pipeline management and sale control.

It provides an interface that bundles together all these features. This provides a seamless way of managing and organizing customer data. It provides endless customization. Users can customize their dashboard to make it more business specific.

Zoho CRM is user-friendly. Any salesperson having least IT knowledge can use the application. It is also mobile optimized. This lets users use the CRM at any location and get fast and real-time updated. Users can perform their job on the go.

It CRM is available in 13 different languages. Due to this, users all across the globe can use the applications. This is very useful in case the organization has several branches across many geographical areas.

Benefits

While several applications provide customer relation management, Zoho CRM tops them all. It offers a wide range of benefits. Most of the benefits are related to better customer and sales management. Few of the benefits it offers are :

  • Zoho CRM is easy to use. It is very user-friendly
  • It automates sales operation
  • It provides real-time sales data
  • It is mobile optimized.
  • It is customizable. Users can customize it according to their needs.
  • It provides integration with Google Apps
  • It increases profitability and efficiency
  • It saves time and money

Features

Sales Operations

Zoho CRM’s core value is that it automates sales operations. It acts as a sales manager. It automates daily sales tasks and converts web visitors into hot leads.

It also imports prospects from external sources. Once imported into the system, it matches the leads with appropriate sales agents. These leads are converted into buyers.

The sales operations in Zoho CRM can be performed with a single click. The CRM is also customizable. As a result, the users can customize it according to their business specific needs.

It allows admin to manage customer data using a centralized platform. The admin has access to the customer database. Using this he can track customer sale history for cross-selling or upselling. The database is accessible from any location.

Using Zoho CRM users can forecast sales. They can also identify individual performance, measure forecast accuracy and create reports.

It has a very good security algorithm. This ensures that the data is never breached. It offers a strong hosting infrastructure that ensures that the user data is never lost.

Real-Time Data

Zoho CRM offers a tracking tool. Using this tools the admin can see where the customer is in the sales cycle. It offers an accurate dashboard. Using this dashboard the admin can view the deal size, contact history, and competitor profile. This helps him to draft more accurate messages.

Zoho moreover lets you identify and target inactive leads. It provides a Business Card view. In this view, the admin has access to all the customer information in one window. It also provides a Notes section. This section displays the time and content of the previous conversations.

Most Social Media use

Zoho CRM is a smart customer relationship management software. Today, the social media usage like Twitter, Facebook is increasing day by day. Zoho CRM, thus, links its CRM to these social media platforms.

This allows the CRM to better categorize the users as leads and contacts. As a result, users can connect with them to send them invitations to have a look at their work.

Organized Lead Management

Zoho CRM is known for its user-friendly interface. Its amazing set of tools makes lead management simpler. The app provides various configuration possibilities.

It automates the lead management process. Zoho CRM captures leads using a customizable web form. Or, users can import leads from seminars, direct mail or any other systems.

Once the lead is imported, it matches the sales-ready leads to the right salespeople. It converts future sales prospects into opportunities.

Customization

It is highly customizable. Users have full control on the dashboard. They can customize it to make it more business specific with one click.

Users can also add custom fields to change sales pipeline stages. Zoho CRM comes with 15 modules by default. Users can add custom modules to the CRM to meet their requirements.

Zoho CRM has a low-level scripting language called Deluge. Using this language, users can complete their business tasks with a few lines of coding. It provides few pre-existing functions. These functions can be used using a drag and drop mechanism.

It provides users with advanced filters. These filters are used to customize messages while interacting with the clients.

Process Management

As the sales team grows, it is important to make sure that every person on the team follows the same sales process. Manually keeping a check on the process is next to impossible. But, Zoho CRM makes it easy.

Zoho CRM offers a technology called Blueprint. The Blueprint guides the user of what actions needs to be taken and what time. This makes managing new people easy.

Team Collaboration

Zoho CRM offers a central library using which all the team members can access the documents from a central location. Users can also create folders and subfolders for better understanding.

It also provides a group calendar that makes collaboration simple. Users can view the group calendar to check for their colleagues’ availability. They can then schedule calls and meetings. They can even call other team members from their calendar.

Data Security

Zoho CRM stores sensitive information about the organization in their central database. They provide data security to ensure that the data is always protected.

It uses AES to encrypt and decrypt sensitive data. Apart from this, they also provide features like IP restrictions and two-factor authentication. This ensures that the data is visible only to the authorized persons.

Data Backup

Apart from data security it also provides data backup. All the data is backed up in real time across many servers. This ensures that the user data is never lost.

Powerful APIs

It offers a powerful collection of REST APIs. These APIs can be used to build new apps for the business of any size. The APIs are secured by API key. This enables users to integrate Zoho CRM with other third-party applications.

Mobile App

Zoho CRM provides a mobile app which is available in IOS and Android platform. This ensures that the user does not miss any updated and can perform their work on the go.

Users can visualize sales trends and make a decision while being away from their desk. They can use feeds to keep their team members informed and can also collaborate using the app.

Email Integration

It provides an easy way to track conversations. Users get direct alerts from deals relevant to them. They can also reply to the email from the CRM.

It also provides reports that show when the email was delivered, when was it opened and read. Users can also filter their email according to its status.

24/7 support

It has an excellent support team. Users can contact them anytime to get their query solved.

Pricing

Zoho CRM offers 5 flexible pricing for the users to choose from. It also provides a free edition with limited features. All the plans have a monthly subscription and annual subscription options.

The details of the plan are :

Free Edition – limited to 3 users.

  • Lead management
  • Contacts
  • Account management
  • CRM views
  • Advanced filters
  • Direct messages.
  • 10 email templates
  • Attach files to feeds
  • Social media integration
  • Other features

Standard – USD 18 per user per month billed monthly or USD 12 per user per month billed annually plus tax.

  • All features of Free edition
  • Sales forecasting
  • Custom fields
  • Webforms
  • Secure and encrypted transmission.
  • Charts
  • Document Library
  • Roles
  • Profiles
  • Call center connectors.

Professional – USD 30 per user per month billed monthly or USD 20 per user per month billed annually plus tax.

  • All features of the Standard plan
  • Email integration
  • Social CRM
  • Unlimited records.
  • Google AdWords integration
  • Blueprint
  • Sales signals
  • Inventory Management.

Enterprise – USD 45 per user per month billed monthly or USD 35 per user per month billed annually plus tax.

  • All features of the Professional plan
  • Zia Voice
  • Custom modules
  • Subforms
  • Multi-user portal
  • Encryption at Rest.
  • Mobile SDK
  • Conditional fields.

Ultimate – USD 100 per user per month billed annually plus tax.

  • All features from other plans
  • Free premium support
  • Automated suggestion
  • Enhanced storage.
  • Dedicated database
  • Data enrichment
  • Email sentiment.

Bundle – USD 60 per user per month billed monthly or USD 50 per user per month billed annually plus tax.

Zoho CRM is also a part of Zoho CRM Plus bundle. Other tools that are part of this bundle are :

  • CRM
  • Desk
  • Social
  • Projects
  • Reports
  • Motivator.
  • Campaigns
  • SalesIQ
  • Survey
  • SalesInbox
  • BugTracker.

Technical Details

Zoho CRM is available on the web as well as mobile platform. The mobile is available for IOS and Android phones.

The web app can be accessed from anywhere around the globe. Since it is a cloud-based app, it does not need any software installation to run. The app will run on any modern browser.

Similarly, the mobile app needs to be downloaded on the respective smartphones. The mobile app makes it easier to get real-time deals and perform tasks on the go.

  • Supported devices: Windows, Mac, Web-based, Linux, Android
  • Language: English, Chinese, German, Japanese, Spanish, French, Russian, Italian, Dutch, Portuguese, Polish, Turkish, Swedish.
  • Pricing Model: Monthly Payment, Annual Subscription
  • Customer Types: Small, medium and large businesses, freelancers
  • Integrations:  Google Drive, Google Calendar, Google Contacts
  • Deployment: Cloud-Hosted, APIs

Support Details

Zoho CRM provides an excellent support team. Users can contact the team to get their query solved.

Few of the support options are :

Documentation

Users can go through the documentation to get in-depth knowledge of Zoho CRM’s features. The documentation is very clear and precise. It provides most of the information needed for the setup and usage.

Training Program

Users can register to the training program to learn about Zoho CRM. The program is available both online and at a location of your choice.

Developer Space

Zoho CRM offers a separate Developer Guide. This helps the user to integrate the CRM with other third-party apps.

Videos

There are various training videos covering all important topics related to Zoho CRM. These videos can be referred to gain more knowledge about Zoho CRM.

Self Service Portal

If users are not able to find an answer to their query, they can create tickets. The support team will then get in touch with them with the solution.

Phone and email

Users can contact any knowledgeable support team member through email and phone. The team makes its best effort to provide the user with the solution.