Zoho CRM Consultants | Zoho CRM Experts

What Is Zoho CRM?

Acting as a centralised repository, CRM software meticulously catalogs and orchestrates all facets of customer data and interactions. This vital tool serves a crucial role in bestowing businesses with an elevated understanding of their customer base, ultimately enhancing the overall customer experience. At the core of the software is its dynamic dashboard—a command center providing businesses with an up-to-the-minute overview of customer interactions. This real-time insight acts as a compass, guiding businesses through the complexities of customer inquiries, complaints, and feedback. As an accredited Zoho Partner, we serve as certified consultants and our team at Digital Scientists is well-equipped to guide businesses in harnessing the full potential of the software for optimal customer relationship management.

Click the sections below to expand features

Sales

Analytics

Automation

Customisation

Security

Sales

Lead Management

Lead management is pivotal for any business, as it identifies the most promising prospects likely to convert into sales. The application simplifies lead management through automation, saving time and mitigating data errors.

Deal Management

Deal management is a critical component of the system. By offering a centralised hub for tracking all deals, teams can conveniently access information regarding past negotiations, assess their effectiveness, and pinpoint areas for enhancement in future deals.

Account Management

Account management is a valuable tool that allows businesses to monitor their customers' engagements, link pertinent contacts to their accounts, and review any ongoing deals or negotiations associated with them.

Contact Management

CRM software enables teams to consolidate and track all customer interactions, spanning across various channels such as social media and emails, within a unified platform. This eliminates the hassle of navigating between multiple platforms, ensuring that all communications are conveniently accessible in one centralised location.

Assignment Rules

Businesses can utilise the system to direct leads that meet a company's criteria through customisable filters. These filters can include product types, lead scores, or any other specified criteria, facilitating streamlined data analysis as needed.

Analytics

Reports

With the application, businesses can automatically generate reports covering various topics. These reports also enable monitoring of team performance over time, offering valuable insights into areas that may require improvement.

Charts

Visualising data is crucial, and charts offer an effective means to achieve this. With the capability to generate diverse charts, businesses can present data graphically, facilitating easier analysis compared to traditional reports.

Anomaly Detector

Anomaly detectors serve as potent tools for tracking deviations from anticipated trends. This empowers teams to swiftly detect anomalies, aiding in the identification of underlying causes for deviations from expected patterns.

Comparator

Comparator tables prove invaluable as they facilitate the comparison of discrepancies among different metrics, encompassing users, across defined periods, such as days or weeks, as determined by businesses.

Key Performance Indicators

Using the software, businesses can produce tailored reports focusing on selected Key Performance Indicators (KPIs). This functionality aids in assessing performance against targets and pinpointing areas requiring improvement.

Automation

Customer Segmentation

Customer segmentation is an invaluable feature that allows businesses to categorise their clientele based on various factors such as demographics, behavior, or other criteria. This segmentation aids in making informed business decisions by providing insights into distinct customer groups.

Lead Nurturing

Businesses need to maintain the interest of their leads in the services they offer. With this software, they can track lead interactions and ensure that all data is current. By consistently updating interaction data, businesses can gain deeper insights into client behaviour.

Webforms

Developing web forms for websites facilitates the collection of crucial user information like email addresses, which can be leveraged for marketing endeavors. Offering users a simple and convenient means to submit their details enhances lead generation, enabling businesses to retain and utilise the data provided through the form.

Marketing Attribution

Marketing attribution entails assessing the impact of a campaign and pinpointing the most effective channels for achieving valuable outcomes. Businesses analyse this data to gauge the return on investment (ROI) generated by their marketing endeavours.

Marketing Analysis

After collecting data through marketing attribution, it can be analysed to pinpoint successful and unsuccessful elements of a marketing campaign. This analysis can then inform the development of strategies to enhance future marketing endeavours.

Customisation

Layouts

With layouts, teams can design personalised views tailored to specific requirements, optimising workflows for efficient lead processing. These layouts include all the necessary tools to create forms or pages that align with the business's needs.

Custom Components

If businesses need to collect data beyond the pre-built templates, they can add custom components to the system. This feature is useful for expanding the information collected, which can enhance lead generation capabilities for the software.

Views and Filters

By leveraging the application, businesses can create advanced views or filters to streamline leads by removing unnecessary data. This enables teams to focus solely on the relevant information that requires further observation or analysis.

Translations

With this system, businesses can integrate translation features to support multiple languages, thereby catering to a broader audience. This functionality facilitates sales and enhances customer support, simplifying international connections with customers.

Currency Conversions

In addition to translation features, the application provides currency conversion functionality to cater to the international market. This feature ensures that international leads can easily understand the price of a product or service in their local currency without the need for manual conversion.

Security

Roles

The system offers enhanced security features by enabling businesses to assign specific roles to each user. This ensures that users have access only to the functionalities relevant to their job, thereby preventing unauthorised access to sensitive information.

This image shows Zoho CRM's custom field management, where businesses can define specific properties for data fields. With Zoho CRM, businesses can ensure data compliance by customising data fields, making certain information required, and maintaining security.

Data Compliance

The software also ensures a secure environment for data, employing multiple layers of encryption to safeguard information. Access to the data is restricted to authorised users with the decryption key, guaranteeing comprehensive protection.

GDPR Legislation

The application is dedicated to adhering to GDPR regulations, prioritising the protection and privacy of data. This ensures that businesses maintain control over data usage and storage, instilling a greater sense of security in handling information.

This image shows the data privacy settings in Zoho CRM, where businesses can manage consent and data processing preferences. With Zoho CRM, businesses can ensure GDPR compliance by tracking consent status, handling personal data securely, and managing data processing.

Two-Factor Authentication

By employing the two-factor authentication feature to bolster account security, the system introduces an additional layer of protection, requiring users to undergo two authentication methods to verify their identity, such as entering a password and confirming via email.

Activity Tracking

Audit logs can be generated for every modification made on a project or document to monitor the individual responsible for each action, including editing or deleting a file. This ensures accountability and adherence to task assignments, preventing unauthorised actions by users.

This image shows a log of activities in Zoho CRM, helping businesses track updates and tasks. With Zoho CRM, businesses can monitor activities such as creating records, updating information, and ensuring timely follow-ups, improving productivity and streamlining operations.

Data Backups

The system routinely creates backups of all stored data to mitigate the risk of loss during server outages. Furthermore, it maintains multiple copies of the data to provide contingency measures in the event of data corruption.

Try Zoho CRM Today.
+ 1 Hour of Free Support.

Give Zoho CRM a go yourself. As a bonus, we will throw in one hour of free consultation support to get you up and running if you need any assistance.

Step 1: Register and Try Our Apps

Simply press the button below and register for immediate access to all Zoho CRM has on offer.

Step 2: Book Your Discovery Call

During our call, we will immediately resolve any query or issue you may have. This can include any coding requirements.

How Zoho CRM Helps You

Robust Customer Relationships

Engage with customers across multiple communication channels, including email, SMS, and major social media platforms, all seamlessly integrated. This empowers businesses to craft personalised experiences for their customers, fostering strong loyalty and enduring relationships.

Automated Sales Processes

Enhance customer data management by leveraging automation workflows and process automation features, thereby increasing productivity and reducing administrative burdens. This shift allows businesses to prioritise relationship-building over software management processes.

High Quality Data Analytics

Integrated data analytics features empower businesses to gain insights into their performance, providing visibility into sales and lead generation efforts. These insights not only facilitate an assessment of the current state of affairs but also offer guidance on the next steps for improvement.

Build Customer Relationships

Orchestrate The Journey

With the application, businesses can guide customers through a tailored journey, ensuring they follow a unique path that addresses important tasks and captures user preferences along the way.

Follow-Up With Customers

Ensure customer engagement by establishing follow-ups through various communication channels.

Tailor The Customer Experience

Personalise the user experience through targeted marketing strategies to effectively convert them into qualified leads.

Maximum Productivity

Automate With Workflows

Employ workflows to link basic tasks, automate repetitive routines, or streamline complex procedures.

Build Effective Sales Processes

Develop efficient sales strategies giving the business a clear pathway to success, ensuring adherence to the correct procedures by all team members.

Manage CRM Using AI

Leverage Zoho AI featuring Zia to intelligently process, automate, track, and retrieve any necessary business data, empowering efficient data management practices.

Analytic-Based Operations

Overview The Business

Analyse sales trends and patterns efficiently by using charts and reports to visually represent metrics, gaining valuable insights into the business's performance.

Predictive AI Forecasting

Leverage the built-in Zoho AI to forecast the business's revenue, utilising real-time data to fuel predictions and identify potential future sales bottlenecks.

Inspire Sales

Track sales activity meticulously, gaining a clear comprehension of current sales performance and leveraging these insights to enhance future sales strategies.

Customise With Ease

Redesign The CRM System

Utilise the application's canvas feature to revamp the CRM system, ensuring alignment with the business's branding and incorporation of its most essential features.

Utilise Custom Functions

Utilise Deluge to craft custom functions, simplifying intricate processes and ensuring their seamless execution.

Zoho CRM Partners

What Can We Do For You?

At Digital Scientists, we prioritise the significance of data collection and analysis. As certified Zoho partners, businesses gain the advantage of extracting invaluable insights. These insights function as a guiding compass, directing us toward areas of improvement and providing a clear roadmap for the ongoing development and growth of the organisations we collaborate with as an accomplished Zoho consultant.

Our Expertise

As Zoho UK partners, Digital Scientists stands out in maximising the capabilities of CRM systems. Positioned as one of our core tools, it plays a pivotal role in our comprehensive approach to assessing our clients' businesses. Leveraging the application's robust features, we extract invaluable insights that provide a profound understanding of our clients' organisations. These insights, fueled by predictive trends and customer behavior patterns, serve as our strategic compass, directing us toward targeted initiatives designed to propel the growth and development of our clients to new heights.

Robust Customer Relationships

As Zoho experts, our adept team at Digital Scientists excels in harnessing the full potential of the software to expertly harvest robust leads. Our approach involves cultivating these leads into loyal customers over time through nurturing and engagement strategies. The result is an increase in traffic as new customers are drawn in, sourced from diverse backgrounds such as social media platforms, email marketing, and SMS campaigns. This comprehensive approach ensures effective customer acquisition and retention strategies.

Maximum Productivity

At Digital Scientists, our team, including experienced Zoho Consultants proficient in the application, excels at streamlining business operations, enabling teams to reclaim valuable time for other critical tasks. We specialise in crafting bespoke workflows tailored to the unique needs of organisations, automating essential processes. This automation empowers businesses to shift their focus towards nurturing customer relationships, a key driver of future business development and growth.

Manage Operations Using Analytics

Analytics play a pivotal role in business, and at Digital Scientists, we leverage these insights comprehensively. From graphs to dashboards, we harness analytics to gain a deep understanding of critical trends that can impact businesses. Our focus on analytics empowers us to drive the growth of organisations, elevating their visibility and recognition. Moreover, analytics enable us to foster sales growth by setting achievable targets based on the application's data-driven forecasts, ensuring businesses have clear objectives to aim for.

Customise With Ease

As Zoho developers, our team excels in personalising CRM systems for organisations, whether through tailored development or straightforward customisation. We possess the expertise to create custom functions that streamline processes or develop simple mobile apps, allowing clients to access their analytics on the go. Proficient in Deluge, our team efficiently builds the necessary functions to enhance and optimise business operations.

Seamless Integration

Our proficient developers at Digital Scientists specialise in Zoho integration s, seamlessly incorporating essential applications into the software. Serving as integration partners, we harness the power of Deluge or built-in Zoho functions to streamline the integration process. This approach ensures a seamless transition for our clients, relieving them of the burden and ensuring uninterrupted business processes without disruptions caused by unfamiliar applications.

Zoho CRM Queries

Is Zoho CRM Free?

Yes, Zoho CRM does have a free trial which provides access to fundamental features. Beyond the trial, there are four subscription tiers: Standard, Professional, Enterprise, and Ultimate. The Standard plan includes essential features like task planning, lead management, and email insights. The Professional plan builds upon this foundation with advanced capabilities such as workflow automation via blueprints and unlimited reporting. The Enterprise plan takes it a step further, offering email parsers, customer portals, custom functions, and autoresponders. Finally, the Ultimate tier provides unrestricted access to the software and includes Zoho Analytics to enhance the capabilities of the application further. These flexible options ensure that businesses can choose the level of functionality that suits their unique requirements. Click here to learn more.

What Are The Differences Between Zoho CRM, Hubspot And Salesforce?

Zoho CRM, Salesforce, and HubSpot are distinct CRM applications, each with their own set of advantages and disadvantages. Notably, Zoho sets itself apart from the others in several ways. First and foremost, it stands out as a cost-effective solution, making it particularly well-suited for small and emerging businesses seeking to expand their operations through its flexible and intelligent capabilities. It also excels in handling individual tasks and issue management. Comparatively, when evaluating HubSpot, businesses often find themselves in a situation where continuous upgrades are necessary to access advanced features. Zoho CRM, in contrast, provides robust features without the need for constant upgrades, offering a cost-effective alternative to HubSpot.

Is Zoho CRM Cloud Based?

Absolutely, it operates on a cloud-based infrastructure. This strategic choice ensures that all data stored in the system is securely hosted offsite offering several advantages, such as eliminating the necessity for businesses to maintain physical servers on their premises. Cloud-based storage simplifies data management, as users can access information anytime, anywhere, as long as they have an internet connection. This flexibility and accessibility enhance the overall user experience and data security, making cloud-based CRM a practical choice for modern businesses.

Can I Convert Contacts To Leads?

Regrettably, contacts cannot be directly converted into leads since contacts represent the final stage of the process. To address this, contacts can be exported by using reports. Subsequently, the contacts can be re-imported from the report into the software, effectively initiating a new cycle. This process transforms the previous contacts back into new leads, allowing the system to manage them accordingly. Click here to learn more.

How Do I Export Contacts From Zoho CRM?

Exporting data from the system is a simple and streamlined process. Access the Zoho CRM profile, then go to "Setup" > "Data Administration" and press "Export". This will activate the data export feature, allowing users to export the CRM data in CSV format. Select the specific module from which they wish to export data, such as leads, and then click "Export" to generate a downloadable CSV file.

Can I Mass Export Contacts From CRM?

CRM has the capability to perform mass exports, with a limit of up to 3000 records at a time. To surpass this limitation, businesses are advised to utilise reports for mass exporting of data. By incorporating specific fields into reports, businesses can generate and export a larger volume of records, in a similar format to mass exporting. To learn more, click here or here.

How Do I Create A Zoho CRM Email Template?

To begin, navigate to the CRM profile. Then follow this path: "Setup" > "Customisation" > "Templates" > "Email" > "Email Templates". In this section, click on "New Template." Next, choose the instance where the template will be applied. CRM will then guide the user to a template gallery page, offering three methods for template creation:

From Scratch: Choose a "Blank" template and use the drag-and-drop builder to create a template entirely from scratch.
Predesigned Templates: Access templates that have already been created and provided within the service.
Insert HTML: Create an email template from scratch using HTML.

Click here to read more.

Can I Connect Zoho CRM To Email Services?

Yes, the software can seamlessly integrate with various email systems, including Zoho Mail, Gmail, or Outlook. These integrations link your contacts from the application to the chosen email application, ensuring that any leads are automatically added to the contacts list. It's important to note that this feature is available only with paid packages, not the free version. To set up the integration, simply navigate to the setup page in the settings and select email settings to configure an IMAP connection. Click here to learn more.

Can I Import CSV Or XLS Data Into CRM?

Indeed, the software provides the capability to import CSV and XLS files seamlessly. However, it's essential to ensure that the CSV or XLS file adheres to the correct format and is displayed accurately. Failing to do so may result in data entry errors, with information being improperly allocated to fields within the database.

Is There A Way To Retrieve Deleted Users In CRM?

Regrettably, when a user is deleted, they are permanently removed from the system. However, there's no need to worry as these users can be re-added as new users. While it may require some time and effort to complete the re-addition process, rest assured that the user can regain access to the system once the re-adding process is successfully executed.

Can Zoho CRM Integrate With Zoho Bookings?

The software offers seamless integration with the Zoho Bookings plugin. To initiate this integration, users should first install the plugin. Once installed, they can select which profiles should have access to the plugin: either admins only, all users, or specific users. After choosing the profiles, click the "Confirm" button. A pop-up will confirm a successful installation. Within the pop-up, click "Authorise," which will redirect to a new page where admins can grant permission to use information from the bookings profile. By clicking "Accept," the integration installation process will be complete. Click here to read more.

Can Zoho CRM Integrate With Shopify?

Yes, Shopify can be integrated with Zoho CRM. To begin the installation process, access the Zoho CRM profile and navigate to "Setup" > "Zoho Marketplace". From here, find the "Shopify for Zoho CRM" plugin and install it. Next, certain profiles using the plugins must be specified, this can include admins only, all profiles, or specific users. Once this is complete, a pop-up will appear for the access token from the current Shopify store and the shop name of the account. Once filled out and fully installed, Shopify will be successfully installed. Click here to learn more. However, many users find greater satisfaction in utilising Zoho's own Zoho Commerce platform. As Zoho Commerce consultants, we are poised to support with all Commerce requirements.

Zoho CRM Integrations

Lead Follow-Up

To comprehensively track and manage potential leads within CRM systems, an effective lead tracking application is essential. Integration with Leadfeeder automates this process seamlessly. By harnessing the power of Leadfeeder, businesses gain valuable insights into lead origins, website activities, and lead quality assessment. This information empowers businesses to make informed decisions about which leads to prioritise and pursue, improving efficiency and conversion rates.

Telephony

Effective client communication is a crucial, and to facilitate seamless interactions, integration with services like RingCentral, Twilio, or Knowlarity becomes invaluable. These integrations not only enable comprehensive phone call management but also provide the capability to send SMS messages, ensuring versatile and clear communication channels with potential clients.

Twilio

Messaging

Similar to telephone engagement, message communication plays a vital role in client interactions. Integrating services like SMS Magic, Burst SMS, or WhatsApp centralises message management. This eliminates the need to switch between different applications, allowing messages to be conveniently handled directly within the system. This streamlines communication processes, ensuring all client messages are efficiently managed from a unified platform, enhancing convenience and productivity in client engagement.

Whats App

Social Media and Surveys

Social Media

In the ever-expanding digital landscape, social media has emerged as a powerful platform for businesses to connect with potential clients. Utilising applications like Zoho Social can significantly enhance social media marketing efforts. This tool provides businesses with the ability to track and monitor all their social media accounts, including Twitter, Facebook, and LinkedIn, from a single, centralised location. This centralised approach eliminates the need for teams to constantly switch between different social media platforms, streamlining the process of managing and analysing their social media presence.

Zoho Social

Facebook

Surveys

Ensuring client satisfaction is paramount for any business, and by integrating with platforms like Zoho Survey and SurveyMonkey, businesses can facilitate this process. Using these survey tools, businesses can gauge client satisfaction levels and gather valuable feedback. Zoho Survey provides a convenient way to create and distribute surveys tailored to specific needs. By integrating these applications, businesses can automatically trigger surveys to be sent to clients after specific interactions. Similarly, SurveyMonkey offers a user-friendly platform for creating and distributing surveys. This approach allows businesses to continuously monitor client satisfaction and promptly address any issues or concerns.

Zoho Survey

Survey Monkey

Collaboration and Productivity

Collaboration

Effective collaboration within a CRM system is essential for maintaining a productive and efficient sales department. Poor communication can lead to bottlenecks, missed opportunities, and decreased productivity. Fortunately, there are powerful collaboration tools for this purpose. Applications like Zoho Cliq, Zoho Projects, and Slack provide teams with robust communication channels, file sharing opportunities, task management services and collaboration features to help businesses work as cohesive units.

Zoho Cliq

Zoho Projects

Slack

Productivity

Efficiency and organisation are crucial for a team's success, especially in sales and customer relationship management. To achieve optimal results, integrating effective applications and tools into workflows can make a significant difference. Such as Zoho's Kanban Board, a valuable tool for visualising a sales pipeline and tracking progress within sales departments. It provides a clear timeline, ensuring that the team understands the status of ongoing sales activities. Email Parser is another powerful tool for this purpose. It automatically extracts and organises data from emails, seamlessly integrating this information into CRM systems to create new records. Lastly, Front is an advanced email management platform that offers additional benefits for CRM processes. It can automatically update customer records and provide contextual information about leads with every message sent or received.

Email Parser

Front

Marketing Automation

Before diving into the analysis of leads, it's essential for businesses to first focus on lead acquisition, and this is where marketing automation plays a vital role. By leveraging powerful applications like MailChimp, Google Ads, and Active Campaign, businesses can strategically promote products or services across the digital landscape. With this they can craft compelling email campaigns that not only engage users but also drive them to business websites or harness keywords to attract relevant leads.

Mail Chimp

Google Ads

Active Campaign

Events and Meetings

Meetings and webinars serve as valuable formats for engaging with clients and forging meaningful connections. They provide avenues for effective communication with potential leads, allowing businesses to understand their unique needs and showcase the solutions it can offer. By leveraging applications like Zoho Meeting, Zoho Webinar, Zoom, GoToMeeting or Eventbrite businesses can seamlessly schedule meetings and webinars, ensuring efficient interactions with clients.

Zoho Meeting

Zoho Webinar

Zoom

Event Brite

Go To Meeting

Go To Webinar

Finance

Financial management software plays a crucial role within CRM systems, allowing businesses to maintain accurate financial records and effectively track customer financial data. Applications like Zoho Books, Zoho Invoice, and Zoho Subscriptions seamlessly integrate with the system to allow financial management to occur. Moreover, these financial tools can also synchronise data with external systems that the business may be using, such as Xero or QuickBooks, providing a comprehensive and unified approach to financial management.

Zoho Books

Zoho Invoice

Quick Books

Xero

Saasu

Quote Management

Generating quotes manually can be a time-consuming task, but integrated applications like Proposify, QuoteWerks, or IQuoteXpress can significantly simplify the process within these systems. These tools empower teams to swiftly create accurate quotes and proposals for clients, with easy contract creation during interactions with potential leads. By harnessing the power of these integrated solutions, businesses can enhance efficiency, reduce errors, and provide clients with professionally crafted quotes.

Proposify

Quote Werks

IQuote Xpress

Office Suite

There is an array of integration capabilities, and one noteworthy category among them encompasses office suites. When it comes to maintaining organised documentation, leveraging services like Google Suite, Office365, and PandaDoc can prove invaluable. These integration ensures that users can effortlessly access the documents and account details they require directly from the system interface. By bridging the gap between various office suite tools, document management becomes more straightforward, enabling businesses to work more cohesively and effectively across their chosen office suite platforms.

Google Suite

Office 365

Panda Doc

Document Signing

Ensuring the authenticity and security of documents sent to clients is paramount. However, manually handling this process can be time-consuming and prone to errors. Services like Zoho Sign, Adobe Sign, or Docusign offer a solution to document signing. These platforms allow businesses to create a standardised, unique digital signature that serves as the official seal of the document. This signature can be easily applied to various documents, streamlining the creation of official contracts and agreements with clients.

Zoho Sign

Adobe Sign

DocuSign

Storage

Efficient document and contract management is crucial for businesses, and integrating cloud storage services like Dropbox or Google Drive offers a solution. When contracts are signed by clients, these cloud storage platforms provide a secure and organised environment for storing and managing important documents. Not only does this integration enhance security, but it also promotes collaboration and accessibility. Teams can easily access, share, and collaborate on documents stored in these cloud services, fostering efficient communication with clients.