Arguably one of the most valuable of Zoho’s online productivity applications, Zoho CRM allows you to organize and manage all of your sales, marketing, and customer service activities for your business. Their free edition has an abundance of functionality that is more than sufficient for many entrepreneurs, start-ups, and small businesses.
The beauty of Zoho CRM, as with all Customer Relationship Management software, is that it is built on a relational database that lets you connect all of your different types of information. Contacts are associated to the accounts to which they belong, tasks are assigned to specific contacts, sales opportunities to accounts, etc. Each record type or “module” has its own tab where you can view records individually or in a list format.
The software is very flexible and configurable, allowing you to modify fields or add new ones that are relevant to your business. For example, if you sell services like landscaping or IT support, you might want to add a date field to your accounts called “renewal date“. You can add many types of fields including text, email, phone, pick list, website, and more.
In addition to the standard record types for contact management, the free edition includes modules for opportunities (with details and activities related to each potential sale), cases (for managing customer service issues), and campaigns (to track and measure your marketing efforts).
Zoho CRM has a reporting feature that allows you to list and summarize data based on any criteria you choose. There are many built-in reports such as “Accounts by industry” and “Opportunities closing this month“, but you can also custom design your own. And if that isn’t enough, you can also use the reports to create “dashboards” that give you visual representations of information that is important to you. You might want to see a graph that illustrates your current sales pipeline or a chart that shows the quantity of leads generated by each marketing campaign.
While the Zoho CRM free edition does have its limitations (more sophisticated features like inventory management and sales forecasting are reserved for paid versions), it is a remarkably robust and sophisticated application for zero cost.
To learn more about ZohoCRM, visit ZohoCRM, and you may also want to compare it with similar tools such as HighriseHQ and Timetonote.
If you are a Zoho CRM user, please share your experiences. If not, what software do you use to manage your business information?
Nice article I was really impressed by seeing this blog, it was very interesting and it is very useful for me.Informative blog! it was very useful for me.Thanks for sharing. Do share more ideas regularly.
ReplyDeleteWhatsApp API
Zoho Crm Quickbooks Integration
ReplyDelete