ZOHO CRM DEVELOPMENT

 

Connect in real time with customers and prospects, across all channels. From email to phone, live chat, and even social media. SalesSignals notifies you when a hot prospect is browsing your site, reading your email campaign, or engaging with your brand on social media.

 

SalesSignals

Bring all your channels together in an organized timeline, and reach out to every prospect.

 

Email

See your emails organized according to the CRM pipeline, and respond to the customers who matter most with Zoho SalesInbox.

 

Telephony

Click to connect. Contact customers over the phone inside CRM, with a single click.

 

Social

Understand what people are saying about your brand, and capture leads from social media into your CRM.

 

Live Chat

Turn visitors into converts. Initiate a live chat with website viewers to find out where they’re coming from, what they’re looking for, and whether they’re new or returning customers.

 

Portals

Let your customers, vendors and partners access their past purchases, cases, and invoices through distinct portals to make informed buying decisions.

 

Zia – Artificial Intelligence

As Zia learns about your business and your team, it will offer predictions on trends, anomalies, conversions, and deals closing. Zia also automatically automates recurring tasks to speed up your sales cycle.

 

Zia Voice

 

Performance and analytics

The more your business grows, the more you need to know. Measure the performance of every sales activity, and break up quotas into achievable targets with Zoho CRM’s reports, analytics, and forecasts.

 

Reports

Real-time reporting gives you insight into a variety of metrics such as sales trends, marketing campaigns, activity reports, and team performance.

 

Analytics

Create dashboards, analyze trends, stay on top of your key performance indicators, and know where you stand on your targets.

 

Forecasting

Make more accurate forecasts. Predict future sales and measure them against current sales.

 

Territory Management

Segment customers across different territories, assign them to the right reps, gain insights on territory-wide sales, and exceed sales forecasts.

 

Customization

Customize standard modules, add additional functionalities, and make Zoho CRM work the way you do. With custom views, filters, and fields, decide how much data you want to see at any given time, and in the language you prefer.

 

Layouts

Create layouts for different processes, control what data enters your CRM, and close more sales in less time.

 

Subforms

Turn a record into a warehouse of information by associating data from across modules in a tabular form.

 

Association

Link records across multiple modules, and establish unique relationships between them.

 

Custom Components

Customize the information you want to see inside CRM with custom modules, fields, and buttons.

 

Functions

Add custom functionalities to your CRM account through Deluge scripts, our low-code scripting language.

 

Views and Filters

Personalize the way you see data inside CRM with custom views. Work efficiently with advanced filters.

 

Sandbox

A secure sandbox with advanced deployment options to test and publish updates, without worrying about affecting your account’s data.

 

Translations

Provide multi-language support to your users by translating default modules to localize your sales and marketing.

 

Process management

Does your sales team know what to do at each stage in the pipeline – and do they follow the playbook? With Blueprint, your sales team knows at every turn what to do next. Define your sales process, and all your team has to do is follow it.

 

Blueprint

Build and execute custom sales processes with Blueprint—the easiest way to do process automation.

 

Approval Process

Approval Rules in Zoho CRM help you get the right sales agents on board to resolve pending requests.

 

Sales automation

Zoho CRM’s advanced automation capabilities save your sales team time by automatically completing routine tasks, so they can focus on closing more deals faster.

 

Workflow Rules

Every time your team follows up with a lead or updates a field, there’s lots of manual work. Use workflows and perform tasks faster.

 

Macros

Perform three tasks with one Macro. Send an email, update required fields, and also schedule follow-up tasks.

 

Assignment Rules

Assign leads based on a particular channel or industry, or distribute them equally through the round robin method.

 

Pipeline Management

Your team will identify quality leads, decide who to assign them to, discover the right deals to follow up on, and exceed your revenue targets. Plus, you will get much better visibility of your sales pipeline.

 

Lead Management

Capture leads, automate lead scoring, identify the ones that will convert, and follow up with context.

 

Contact Management

Get real-time insights about your customers, engage with them and build strong relationships.

 

Deal Management

Close more deals in less time. Know what stage a deal is currently in, and seize every opportunity.

 

Account Management

Make selling easier by viewing a company’s potential deals, contacts, and tasks in one place.

 

Team Collaboration

Zoho CRM’s real-time feeds, chat, repository to share sales collateral, and centralized calendar make closing a deal easier for everyone.

 

Document Library

Allow your reps access to the sales collateral that corresponds with their respective deals through a centralized repository.

 

Gamescope

Add a bit of healthy competition to your team by awarding badges and trophies when each sales task is completed with Gamescope.

 

Calendar

Zoho CRM contains an inbuilt calendar that syncs with other popular calendar applications, so you can execute all your CRM activities without missing a beat.

 

Feeds

Keep your team updated through @mentions, geo-tag your in-person meetings, and share documents in Feeds- a centralized area for all CRM discussions.

 

Project Management

Create projects, associate them with a contact or an account, and monitor the progress to closure—all inside Zoho CRM.

 

Tagging

Make segmenting and searching for customer records more efficient through keyword tagging.

 

Chat

Chat with your colleagues to share deal updates, reports, and dashboards. Follow-up reminders and notifications from SalesSignals help you respond to customers sooner.

 

Events Integration

Set up web conferences and invite attendees from inside Zoho CRM. The video recording and attendee details are readily available to keep your team on the same page.

 

Marketing Automation

Get your marketing and sales team on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue with the Google Ads integration.

 

Webforms

Easily capture every website visitor as a lead into your CRM, without having to write a single line of code.

 

Campaigns

Keep track of each campaign. Set budgets, assign tasks to the right people, and run your campaign from start to finish within Zoho CRM.

 

Google Ads

Know exactly how much you spend on each marketing campaign, while also knowing which one performed the best with the Google Ads integration.

 

Trade Show Leads

The app scans your trade show lead information and auto-populates fields for you in your CRM, so you can follow up with ease.

 

Security

Your security is our first priority. We understand every organization must strike the right balance between protecting their customers’ data and giving employees the freedom to get their work done. Zoho CRM meets both of these requirements.

 

Roles, Profiles, and Teams

Assign roles for users, define permissions, and control access to information in Zoho CRM.

 

Data Security

With comprehensive data security features, protect both your data and your customers’ from unauthorized access.

 

Business Hours

Set up business hours to control work schedules. Create up to 30 shifts and assign tasks for users, for different time zones and shift schedules.

 

Integrations

Expand the core functionality of Zoho CRM. Zoho Marketplace offers a host of integrations for third-party applications you use every day, like Google Drive, DocuSign, MailChimp, LinkedIn Sales Navigator, Google Ads, and more.

 

REST API

Use Zoho CRM’s OAuth 2.0 authenticated REST API to create apps across platforms, or to integrate your CRM with any third-party service.

 

Widgets

Create tight integrations by embedding third-party apps inside your account. Work with multiple apps without leaving Zoho CRM.

 

Developer Edition

Use a full-featured Developer Edition of Zoho CRM to get the expertise to handle even the most complex of CRM implementations.

 

Serverless Code

Manage code without web infrastructure. Use Deluge scripting to write, test, and run serverless code from your Zoho CRM account.

 

Web SDKs

Use Web SDKs to build very specific Zoho CRM Lite apps that cater to the requirements of users in different roles in an organization.

 

Mobile SDKs

Powerful SDKs for iOS and Android enable you to build highly customized mobile applications that interact with your CRM data.

 

White Labeled Solutions

Create vertical CRM applications and integration components using Zoho Developer, and sell them under your own brand.

 

Mobile

Stay on top of business everywhere, all the time with Zoho CRM Mobile Edition. Be better informed, stay connected to clients and colleagues, and react to fast-moving changes wherever you are.

 

Mobile CRM App

Your time is valuable, let your phone do the leg work. Locate leads, schedule meetings and close more deals.

 

Card Scanner

Say goodbye to the old binder of business cards. Effortlessly digitize and start saving them right to your phone.