What Are Zoho CRM’s Key Features?
Introduction
Zoho CRM allows an organization’s or business's sales force to work more efficiently and generate more and more deals.
Zoho CRM features include marketing automation, lead supervision, contact management, multichannel forecasting, territory management, and more.
Zoho CRM developer made it with conversational AI. As it assists users in predicting leads and deals success by offering a voice assistant and also suggesting activities.
These activities are automated based on behavior analysis. Users can hold workflow automation to streamline manual tasks.
And stay top with performance in real-time reporting and analytics.
What are Zoho CRM features?
SalesForce Automation
This Zoho CRM feature delivers automation capabilities for sales tasks.
Capabilities of these features include lead generation, data entry, email notifications, routing, field updates, and a lot more.
Process Management
This feature helps your sales team to follow a standardized sales strategy.
It lets users log in offline processes like order management, ensuring consistent execution, deal closure.
This Zoho CRM feature automates the permissions for general activities such as vacation time requests, capital expense reports, and also pricing discount queries.
In addition to this, you can also set rules for assigning leads, escalating cases, and validating CRM data.
This system support sales processing for multiple departments.
Multichannel Support
This system allows you to connect with your email platform to send emails directly.
Users can connect with your brand’s social media channels that enable you to respond in real-time, follow conversations and automate lead creation.
The Phonebridge integration of this system lets the user easily track sales information and calls.
Zoho CRM feature also offers an embed live chat and leads capturing forms to your website to facilitate sales, marketing, and customer service efforts.
Sales Enablement
Sales tools are available to aid sales in daily jobs. Zoho CRM features like financial tools that include quotes and purchase orders, documents library, document creation applications, and external-facing portals for partners and businesspeople.
It has a calendar feature called SalesInbox. It is useful for prioritizing the most lucrative emails, web meeting portals, real-time notifications, and collaboration feeds.
Performance Management
This system provides a forecasting tool. Zoho CRM features give the ability to tell how a team, product, or region is performing.
In territory management, you group customers based on attributes like region, product, etc.
It encourages friendly competition that actually boosts performance among salespersons.
Also helpful in improving performance by achieving the leads.
That is most likely to generate revenue. Sales representatives can engage with website visitors by using chatbots for website and mobile.
Marketing Automation
It offers a wide toolset that helps to automate marketing efforts.
You can also categories customers using some criteria, automate actions surrounding lead nurturing, create code-free forms to gather information about the customer, scan upload business cards, upload business cards, and analyze campaign spending.
It also provides end-to-end event management, email campaigns, surveys, and marketing details like budgets and performance metrics.
A hierarchy lets users hook sub-campaigns to related main campaigns.
Team Collaboration
It acts as a central location for collaborating, sharing notifications, and offering advice.
You can integrate chat functionality with your system. It will help you facilitate everyday tasks and automatically send real-time sales updates.
Users can also make notes on records and tag other team members.
