Sales Force Automation. Manage your sales pipeline more effectively by using the various modules and beneifts of using Zoho CRM.

ZOHO CRM Plus is the ultimate all-in-one tool you need to grow your business! Whether it’s automating your sales force, automating marketing, social media marketing, analyzing your website performance and Zoho Desk customer support , ZOHO CRM Plus gives you a single platform to organize and track nearly all functions critical to marketing, sales, and customer engagement.

The easiest and most powerful way to build, sell, and repeat

Generate, organize, and manage leads with ease

Use Zoho CRM to automate lead generation from multiple sources, like websites, chats, social media, and trade shows. With lead scoring, distribute lead them to the right reps and ensure you don’t miss out on converting quality leads.

Get complete visibility of your deal pipeline

Zoho CRM helps you visualize your deal pipeline in a multitude of ways, making it easier to get a complete hold of all your deals in progress.

With a powerful analytics engine inside Zoho CRM, you can also analyze your past unsuccessful deals, get useful insights, and reduce the chances of losing out on valuable deals.

Integrated approach to account management

When you have all your account-based information in one place, you can automatically execute your key account management functions better.

Zoho CRM offers a range of sales account management features for sales reps to understand their customers’ needs better, address their pain points, execute account-specific activities, and greatly improve their relationship with customers.

Better way to engage with your contacts

As a sales rep, prospecting with your contacts is about to become a whole lot easier with Zoho CRM’s best-in-class contact management features.

Manage your contacts, keep track of your interactions, communicate from within the comfort of your CRM, and turn every first-time buyer into a customer for life.

Automate routine to save more time

Your sales team doesn’t get paid to mess around in your CRM, they get paid to close more deals. With Workflows, you can automate all of your operational and data entry tasks which take up most of your sales reps’ time like sending email notifications, creating tasks, and updating fields.

Macros to make your sales run like clockwork

Macros let you trigger a set of actions for routine activities that you would usually execute manually.

With a single click, use macros to send an email simultaneously, update a record, and create a task. You can combine multiple actions in a single macro and apply them to a bunch of records at the same time.

Automatically route leads based on your rules

When you have a large sales team, especially working in the field, a lot of leads are lost in transition or delayed in getting followed up. Zoho CRM automatically routes leads to the best rep for the job on the basis of zip code, product of interest, lead score, or any other criteria relevant to your business.

Help your partners close more deals

Your partners should get the level of information about a customer that they need to close their deals.

Through Portals, Zoho CRM helps your channel partners get actively involved in your sales and easily share information across your organization.

Create opportunities, work together, close more deals, and improve your chances of winning repeat customers with an integrated CRM platform for your partners and your business.

Get a realistic prediction of your future sales revenue

Zoho CRM combs through your CRM data for past and current sales trends and gives you accurate sales forecasts that you can rely on. Break down forecasts based on individual sales reps, teams, or geographical territories based on past deals. Data-driven insights allow sales managers to set more realistic targets and run more profitable campaigns.

Leverage analytics to improve your business's bottom line

Analyze your sales activities at the click of a button. With our built-in reporting and analytics module, you’ll spend less time crunching numbers, and more time negotiating the challenges and opportunities that your team is facing.

Make more sales on the go

Close deals on the go. Log activities and collaborate with sales teams from any mobile device. View leads, opportunities, and follow-up actions, or share content with clients and prospects.

Executing a Blueprint in Zoho CRM

Execute a Blueprint

Once records meet the entry criteria of a Blueprint, they become active records in the process. A Blueprint can be executed in your web account as well as the Zoho CRM Mobile App.

As per the Blueprint expained here, deals more than $50000 enter the Deal follow-up process. The Transition Owners will be able to click the respective Transition buttons and execute the Blueprint.

As each button is clicked, a popup appears, prompting the user to add notes, update fields as defined by the Blueprint. For example, on clicking the Negotiate button, a Transition owner is prompted to enter the fields as mandated in the During Transition settings and proceed to the next State.

  1. Message and Notes prompts
  2. Attaching documents
  3. Striking off Checklist items
  4. Entering fields and validations
  5. Associating related items
  6. Saving a Transition partially 

Execute a Blueprint on the Zoho CRM mobile app

A Blueprint configured in your Zoho CRM can be executed on the mobile app.

You are out on a field visit to meet a customer regarding a deal and the deal has progressed from Qualification to Negotiation.

You can update the stage right there on the app.

If the values you enter are unacceptable, you will see relevant error messages as configured in your Blueprint.

This way Zoho CRM guides representatives and validates a sales process.

Transform productivity into business growth with sales force automation

Customer lifecycle management

Manage the lifecycle of customers from lead gen to nurturing and conversion. Then track sales opportunities and customer interactions, in one place.

  • Get real-time notifications for every interaction on every channel

  • Identify the right time to contact your customers for the best engagement

  • Monitor deals across your pipelines and focus on the ones you have the highest chance of closing

  • Manage important accounts from a centralized location that brings every interaction, project, and deal together for a 360-degree view of your customer

Sales activity management

Create and track a wide range of sales activities from Zoho CRM to draw valuable sales opportunities into your pipeline and turn them into recurring revenue.

  • Sales reps can create, track, and manage a wide range of sales activities for their leads, deals, and accounts

  • Use granular filters to identify records that have not been touched for a specific period

  • Sync commonly used calendar apps with Zoho CRM to consolidate all activities in your sales environment

  • Reduce manual work with macros and workflows that automatically create events or
    update records

  • Get reminders for upcoming activities in your inbox, as a pop-up, or in Slack or Microsoft Teams

Guided selling

Help your sales team make a great pitch every time by defining a sales process supported by contextual AI insights.

  • Scale standardized sales processes across your organization so sales teams can give
    more attention to every prospect and deal

  • Define activities to be completed at every step of the process as well as the SLAs that your reps need to meet

  • Craft a unique customer journey that transcends departmental silos to deliver one cohesive experience with personalized engagements at every touchpoint

  • An AI-powered recommendation engine helps your sales team pitch the best product or
    bundle to the right customer

Sales pipeline and forecast management

Keep track of your sales opportunities, build meaningful forecasts, and set ambitious goals for your sales team to aim for.

  • Manage complex multi-stage or multi-product sales cycles with ease

  • Build custom pipelines to accommodate unique sales cycles based on product, geography, or other criteria

  • Build realistic forecasts and break them down into meaningful targets for your sales team

  • Total the deals from all your pipelines to get a realistic overall picture of your quarterly sales

Configuration Picing Quoting

Accelerate sales with predefined pricing, bundles, and discounts and
streamlined approval processes.

  • Offer predefined product bundles as part of your portfolio of solutions

  • Define conditional pricing based on factors like product, location, and stock

  • Create personalized quotes and streamline approvals for quotes and discounts

Mobile applications

Keep your mobile workforce productive by giving them access to contextual customer information and powerful productivity functions, no matter where they are.

  • Help your sales team stay productive and close deals on the move

  • Locate nearby prospects or contacts with a single click so your sales reps can visit them in person

  • Help managers keep track of field sales teams with geotagging and location check-ins

  • Log notes for meetings, update customer records, create tasks, and more,
    all hands free with Zia voice

  • Build custom mobile applications that interact with your CRM data, without any concerns about scalability or backend infrastructure

Reporting and analytics

Analyze a wide range of data from across your sales operations to refine your sales processes with
in-depth reporting and data-driven dashboards.

  • Stay up-to-date on the health of your sales pipeline by analyzing sales activities at
    each stage of the funnel.

  • Track business trends with our built-in anomaly detector and get notified immediately of any deviation from projected trends so you can correct course

  • Track KPIs to stay up to date on the sales figures that matter most to your business

  • Blend information pulled from various sources to create meaningful reports for data-backed decision-making

Zoho CRM Platform capabilities

Extend the capabilities of Zoho CRM with a wide range of developer tools. Sync data across apps, build custom web and mobile apps, and scale your operations in the cloud.

  • Break application silos with REST APIs to enable the free flow of data across legacy and
    third-party apps

  • Build serverless, event-driven, and auto-scaling functions to automate complex operations across your enterprise

  • Use powerful mobile and web SDKs to build and distribute role-specific custom apps that interact with your CRM data

  • Test new customizations and changes in a sandbox environment and selectively deploy the approved changes without any impact on your production data

Sales force automation for improved team productivity

Productivity. Learn how sales force automation in Zoho CRM can help your team improve productivity by minimizing the time spent on repetitive non-revenue generating tasks and allowing more time for closing deals.

OceanData professional services for your Zoho CRM

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