What Are the Main Features of Zoho Crm?

Zoho CRM provides businesses with an excellent solution for customer relationship lifecycle management. The main features of Zoho CRM are team collaboration, automation and process management, task management, sales forecasting, marketing automation, customer support, as well as reporting and analytics, and smoothly integrates a number of business applications in one business system.

Why do businesses need CRM?

CRM is Customer Relationship Management. When we hear about CRM, it will refer to the CRM tool which brings together the sales, marketing, as well as customer support activities and streamlines the process and people of the organization in a single platform. CRM is the biggest software market in the world. It is one of the best technologies that organizations should invest in.  The cloud CRM software market has become one of the most prominent software over the years. CRMs can easily integrate with all the other applications that businesses will use.  CRM systems cover all aspects of the business cycle with a rise in sales and marketing returns while helping businesses reduce their costs.

Features of CRM

The different Zoho CRM versions offer a range of features that will take businesses to record heights. Here are five main features common to all versions –

· Customization of the platform - One of the key Zoho CRM features is the customization of a number of applications of the platform according to the requirements of the business. From the creation of custom layouts to the capturing of details from the prospects, test customization to the localization of language, everything is possible.

·  Team collaboration – It is another of Zoho CRM features that keep businesses connected with their customers as well as the team in real-time. It enables the team members to add important information to the sales records and even share the Zoho CRM product details from one single platform through a number of collaboration tools.

· Marketing automation - Marketing campaigns that can generate leads for a business is quite a big challenge. Zoho CRM is one of the best lead management software and helps in delivering quality leads that will result in a boost in sales for businesses. With marketing automation tools, businesses are able to drive exponential returns from each of their marketing campaigns.

· Sales team automation – A major benefit of using a good customer relationship management solution is boosting the productivity of sales. This is what the Zoho CRM does in a very effective manner. With the help of sales force automation software, it is able to simplify different sales processes from the scheduling of sales appointments to the updates on sales opportunities. The online sales CRM software allows the sales reps to concentrate on lead acquisition as well as on taking the customer relationship engagement to a higher level.

· Automation and Process Management - Monitoring and improving the sales activities with the valuable features of Zoho CRM. It helps businesses to keep track of the constantly changing industry trends and protects them from economic issues.

Zoho WhatsApp

WhatsApp messages can be initiated to the contacts, deals, accounts, and Leads modules from Zoho CRM.  Zoho WhatsApp messages can be sent in bulk along with attachments. You can also get access to the user information of CRM inside the WhatsApp network.

With the integration of Zoho WhatsApp, it is now possible to automate the list updates as well as the outreach to the customer. The process is very fast and effective.  Businesses are able to smoothen their CRM processes with the help of WhatsApp integration for Zoho CRM. Zoho and WhatsApp Integration enable the synchronization of WhatsApp contact information to the CRM software. Without using the WhatsApp network, it will be possible to send and receive text messages, videos, images, and even documents from WhatsApp messages with contacts in the Zoho CRM.

The main features of the Zoho WhatsApp Integration

• Integration of Zoho with the key WhatsApp business API account.

• Sending a lot of WhatsApp messages directly from Zoho CRM.

• Getting very easy access to the submission of WhatsApp template messages.

• Automation of leads or contact creation according to incoming messages as well as chatbot interactions.

Takeaway

Zoho CRM can easily integrate with all the applications that businesses typically use. Zoho is a software solution organization with many years of experience in the field of business software development. Organizations are able to get a competitive advantage because of the customized solutions of Zoho. Zoho solutions will help businesses be aware of the best processes and also implement an effective approach for their operations.