Zoho CRM helps the sales force, executives, and management with sophisticated sales force automation tools such as, lead generation & qualification, pipeline analysis, sales stage & probability analysis, competitor analysis, real-time forecasting, quota management, reports & dashboards and other useful metrics.
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These functions give a business an opportunity to completely focus on the customer life-cycle (lead generation - acquisition - conversion - retention - loyalty) rather than sales process, thus increasing revenue.With the Zoho CRM sales force automation (SFA) software, you can accurately track all business opportunities and close more deals in less time. Additionally, you can identify bottlenecks in the sales process in advance and effectively utilize the existing customer data for future cross-selling and up-selling opportunities.
Automate and accelerate lead management (lead generation - qualification - conversion - sales opportunities)
Capture leads directly from your Web site using Web-to-lead form and manage effectively in Zoho CRM
Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
Set up lead assignment rules to automatically assign sales-ready leads to the sales persons
Qualify leads to next stage based on the information captured in lead details. Once leads are qualified for prospecting stage, convert them into sales opportunities, accounts, and contacts with a single-click
Customize Sales process for B2B and B2C business scenarios
Track Sales Opportunities
Track all sales opportunities end-to-end in a sales cycle
Import Sales opportunities from other Business/CRM solutions and services
Associate Sales opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities (360-degree view)
Track competition on each business opportunity
Analyze the sales stage and probability of winning deals
Analyze the Sales Funnel and eliminate any bottlenecks in the sales process
Alert the intended audience in your organization when a big deal closes (big deal alert) or is nearing completion
Set up sales escalation process through Workflow rules to reduce the bottlenecks in the sales automation
Generate sales quotes, orders, and invoices from the sales opportunities
Export opportunities to spreadsheet software to analyze the sales pipeline and quickly identify the bottlenecks if any
Manage Customer Accounts
Track all customer accounts and related contacts, business opportunities and other details from a common repository
Specify parent-child relationships between customer accounts and their subsidiaries or other divisions.
Generate sales quotes, sales orders and invoices for the accounts
Track purchase history of the customers and analyze opportunities for up-selling and cross-selling in future# Identify referrals from customer accounts and contacts for promoting new products and services
Store account and contact-related notes and documents in the account history
Export accounts to spreadsheet software to analyze the buying patterns of a customers and set up loyalty programs
Manage Contacts & Address Book
Track all contacts and related sales opportunities, sales activities, and other details from a common repository
Manage hierarchy of contacts within your customer company to have a better coordination while dealing with customers
Import sales contacts from external sources and other business applications
Set up contact assignment rules to automatically assign contacts to the sales force in your organization
Synchronize contacts between Zoho CRM and Microsoft® Outlook® using the Zoho CRM Plug-in for Microsoft Outlook
Create Mail Merge documents using the Zoho CRM Plug-in for Microsoft Office
Follow Up Sales Activities
Log all important customer calls into your CRM account for a quick reference in future
Store customer meetings and calls in an intuitive calendar
Manage daily tasks of the users to have a streamlined sales process
Invite CRM users, leads and contacts for public events
Set up recurring events with daily, weekly, monthly and yearly frequencies
Forecast Sales
Estimate how much revenue you can generate in each fiscal or financial year
Identify the sales persons who met their targets for fiscal quarter/year
Predict the revenue generation for the forthcoming quarters
Create fully customizable forecast reports and dashboards
Generate Sales Quotes
Track outstanding sales quotes from your prospect Accounts
Add line-items to the sales quotes and update sub-total, taxes, adjustments, and grand total amounts
Select different prices for the same product as per your customer segmentation
Create printer-friendly sales quotes and send to the prospects through Zoho CRM inbuilt email service
Customize sales quotes as per your organization's requirements
