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3 Zoho CRM Features Your Business Should Be Using


You’re happy with how your company is doing with your CRM system. This is great, but are you receiving the most that your CRM offers? We’ve put together just a few of the many features your business should be using with a CRM like Zoho. 

Complete Sales Pipeline Management.

You already use some of the tools of Zoho CRM for sales pipeline management, but are you aware of its full potential?

Leads are the fuel in your sales pipeline, and Zoho CRM provides features necessary to manage them efficiently. The workflow process included with Zoho CRM automatically distributes leads to sales team members. It uses a scoring system to prioritize them. Leads are turned into deals when follow-up tasks are completed. This process takes your team through workflow patterns that are tracked easily.

Then, Zoho CRM provides management features when the leads are converted into deals. This Deal Management feature provides expected sales revenue and the deal’s status. With Zoho CRM, your team tracks sent quotes relating to a deal. 

When you take advantage of all these sales pipeline features, your processes are streamlined into one platform. Team members won’t need to waste time logging into other systems to manage accounts during the sales process. 

In today’s world of remote work teams, Zoho CRM gives team leaders or managers the ability to easily stay informed on the lead to sales conversion status. Also, Zoho CRM generates sales reports and analytics that can help manage remote teams. 

Zoho experts can review how you are using Zoho CRM for sales pipeline management and suggest additional ways you can benefit from it. 

Multi-Channel Management.

Contact management is a core feature of CRM systems. However, Zoho CRM expands contact management into a complete system that integrates seamlessly with multiple channels of engagement. 

As an example, Zoho Sales Signals takes your customers’ multi-channel engagements in real time and funnels them into Zoho CRM. This allows you to view everything from when a customer reads an email to their social media mention of your company. The result is time saved in monitoring social media mentions of your company. Zoho Sales Signals does it for you 24/7. 

Email remains a relevant marketing channel. When several email marketing campaigns are launched, Zoho CRM creates deep reports for performance monitoring. You can see which emails are having the best results. The reports give you the open rate, click-through rate, and the number of bounce backs. This is just one example of the several features offered through Zoho CRM for managing your email marketing channel. 

Zoho SalesIQ allows you to live-chat with your web site visitors. Your website is a channel that is always marketing for you. A website visitor you may have missed out on previously might be turned into a customer with Zoho SalesIQ.

A Zoho expert helps customize your system to manage multiple channels through Zoho CRM. 

Zoho Mobile App.

When using the Zoho Mobile App features, team members make the best use of time in the field. If a sales team member winds up having extra time between calls, the mobile app lets them find potential prospects close to their location. Even if it only results in dropping off information, it may result in a future sale.

After leaving the information at the prospect’s location, the sales team member can create a reminder right away to follow up with a phone call with the Zoho Mobile App. If the call results in a meeting, Zoho Mobile provides the sales team member access to your marketing and support channels to bring with them.

The Zoho Mobile App also lets you scan in and store business card information for new contacts. If your business requires attendance at trade shows or conferences, you know the value of this tool. The Zoho Mobile App syncs data automatically, so your company captures new contact information right away. 

Regardless of which of your teams are in the field, the Zoho Mobile App keeps them linked back to your CRM system. Your organization will have immediate access to any customer information collected in the field. Your team members can stay out in front of customers rather than going back to their hotel room to enter data manually. 

How Can A Zoho Expert Help Your Business Utilize Zoho CRM Fully?

Zoho expert Developers and Consultants help you realize the full benefits of Zoho CRM. Consider companies that have extensive experience with Zoho CRM and can create Zoho CRM solutions customized for your business.

A Zoho Consultant works with you to ensure you are reaching the fullest business potential with Zoho CRM. Zoho Developers create simple interfaces and a Zoho CRM dashboard that is tailored for your business. With these tools, your company will advance with Zoho CRM without difficulty.