What Is Zoho CRM? A Beginner’s Guide to Managing Customers Effectively

Today many firms face issues when it comes to handling customer relationship management. Missed follow ups, improper management of customer data, human errors due to manual workflows are just the tip of the iceberg. This can demoralise the employees, make the firm appear inconsistent in converting leads and also cost money to the company.

All these issues can be solved using a Customer Relationship Management (CRM) software. Though more often than not, shifting from manual workflows to this automated software may seem like an intimidating task to many. But it depends on finding the right CRM software to combat these issues.

And that’s where Zoho CRM steps in.  

What is Zoho CRM?
Zoho CRM is a subscription based CRM software. It is an all-in-one tool, used to carry out CRM functions for an organisation, like managing leads, opportunities, customers, marketing campaigns and insights. It covers end to end functions needed to cater to the requirements of existing and potential customers.  

Why use Zoho CRM?
For a business to thrive, its ultimate goal is to manage its customers and generate sales. Once a business starts to grow, CRM software enables you to efficiently achieve that. In fact, a CRM platform can boost sales by 29%!  

Zoho CRM isn’t just any software but an award-winning CRM, that’s is used by businesses of all sizes in over 180 countries. And below are the reasons why it’s so popular among users.

Workflow Automation
The primary advantage of shifting to Zoho CRM is elimination human errors and hold ups. It guides its users as they complete each stage in the sales pipeline and move on to the next one. This way it supports in transitioning deals from one stage to the other. This automates the workflow and not only helps in reducing mistakes but also saves time and cost to the company. In fact, with its built-in features, it makes sure that tasks get completed on time, ultimately resulting in faster conversions and boosting sales.  

Mobile Friendly
These days most of the tasks can be done on cell phones. With more and more workers opting to use cellphones for work tasks, Zoho CRM helps to keep them productive on the go. With its mobile friendly interface, Zoho CRM helps users better connect and communicate with their leads and convert them more efficiently. It allows its users to access client information anytime, anywhere and stay in touch with the rest of the team.

Email Automation
Manually communicating to client via email for updates after each stage, can get quite repetitive. Zoho CRM helps you efficiently automate this process. With its pre-existing templates for email communication, it helps you to proficiently follow up with leads and interact with clients on a regular and timely basis.  

Not just this, it also benefits its users when it comes to email marketing. With its built-in templates for welcome or follow up emails, it helps you to competently handle email campaigns and make the most out of them.  

Seamless Integration with external applications
Zoho CRM offers its users seamless integration with third part applications. This allows its users to enjoy additional functionality that boosts their overall performance. Zoho itself hosts a number of applications that can easily be integrated with Zoho CRM. This allows for seamless syncing of data between these apps. This will ultimately help users to save out on time as all their tools will be in perfect synchronization.  

Try Expert Zoho Implementation Partner for seamless integration of your Zoho.

Cloud Based
It’s almost imperative for users to have access to data anytime, anywhere as long as they have access to internet. Zoho CRM effortlessly achieves this as its completely hosted on cloud, giving its users to be prolific even on the move. It allows for smooth collaborations among teams even if the members are not under the same roof. This reduces risks of data loss in case of any hardware crashing and keeps your data secure.  

Reports
Just blindly completing tasks without any overview is like sailing a ship without a compass. Zoho CRM hosts excellent reporting capabilities that offers its users a bird’s point of view on business processes and their performance. It not just offers insightful standard reports but also provides the liberty to its users to create customized reports which helps them to focus on data that’s vital to the business. This feature helps its users to zoom out of daily tasks and reflect on the overall health of the business.  

Data Analytics
Anyone familiar with running a business knows that just creating reports isn’t enough unless you can make sense out of them. Zoho CRM helps to simplify complex data and present reports in an easy-to-understand manner. This helps its users to understand any patterns or trends in their business process and devise effective strategy to tackle them logically.

Training and Support
With its 24/7 friendly support team, Zoho CRM’s users can always count upon it to aid them in resolving any bottlenecks. Moreover, with its well supplied library of support materials and FAQs, training new users becomes a piece of cake. Eventually it’s in the hands of its users to make the most of these resources and navigate the system aptly.  

Get a call from Best Zoho Training partner to get professional Training.

Safety and Security
The foremost requirement of a cloud-based software is that it keeps its valuable data safe and secure. Zoho CRM makes certain of the fact that it uses the latest and top of the line security features to ensure the security of the data. Encryption, IP restrictions and two-factor authentication are just some of the measures taken by Zoho CRM to ensure that only authorized users have access and control over the designated data.

Conclusion
To be precise, Zoho CRM is a powerful, best business tool that can completely transform the way a business handles its customer relationship management. Reformiqo’s comprehensive guide help a user to utilize this tool to its fullest with its customization and seamless integration features. Its user friendly interface helps you to automate the routine tasks and smoothen the transition of converting your leads to your customers and boosting revenue.