The CRM is designed to automate your business process and build better relationships with your customers. It helps you to get an insight into the behavior of the customers and modify the business operations to ensure that customers are served in the best possible way. The modules are grouped under various categories based on their functionality.
The Sales Force Automation solution helps you to track leads, prospects, business opportunities and close more deals in less time. Additionally, you can effectively use the existing customer data for future up-selling and cross-selling opportunities.
With marketing automation, you can effectively plan marketing activities to improve the process of quality lead generation. You can also measure the performance and effectiveness (ROI) of campaigns.
Zoho CRM's Inventory Management helps you to achieve the seamless integration between pre-sales and post-sales activities in a single application. In addition, you can also track procurement of goods or services from the preferred list of vendors.
The Reports & Dashboards functionality helps you to visualise the sales pipeline, business performance, trends and schedule reports to the specified users including non-Zoho CRM users. Additionally, you can share reports and dashboards with colleagues.
You can keep all business related activities organised with the help of the Tasks, Events, and Call logs in the CRM. Setting reminders, recurring tasks & events, and sharing them with others is easy with this functionality.
The Cases and Solutions functionality empowers you to streamline the organisation-wide Customer Support process and enables a better integration between Sales & Customer Support processes in a single system.