What Is Zoho CRM?
Build Customer Relationships
Zoho CRM stands as a formidable tool that streamlines and automates all aspects of business workflows, relieving organisations of the burdensome tasks associated with routine maintenance of their customer database. This newfound efficiency allows businesses to redirect their valuable time and resources away from software management and toward the core objective of nurturing and strengthening customer relationships. With Zoho CRM as a trusted ally, organisations can prioritise what truly matters: creating meaningful connections with their customers, ultimately driving growth and success in the ever-evolving business landscape.
Manage Operations Using Analytics
Smooth Integrations With Other Apps
Try Zoho CRM Today.
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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
Build Customer Relationships
Automated Sales Processes
High Quality Data Analytics
Zoho CRM Partners
What Can We Do For You?
As Zoho UK partners, Digital Scientists stands out in maximising the capabilities of Zoho CRM. 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.
At Digital Scientists, our team, including experienced Zoho Consultants proficient in Zoho CRM Plus, 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.
Zoho CRM Features
Lead management is a crucial process for any business as it determines the customers that are most likely to convert to a sale. In CRM systems such as Zoho CRM, lead management is made easy through automation which saves time and eliminates errors.
Deal management is an essential feature of CRM systems like Zoho CRM. By providing a centralised location for tracking all deals, teams can easily access information about previous negotiations, evaluate their success, and identify areas for improvement.
Account management is a useful feature in CRMs like Zoho CRM, which enables businesses to keep track of their customers' activities, associate relevant contacts with their accounts, and view any pending deals or negotiations that they have.
CRM software enables teams to track all customer interactions, from social media to emails, and view them in a single platform. This eliminates the need to navigate between different platforms and ensures that all communication is in one place.
CRM systems can expediently direct leads that match a company's profile when they are filtered. These filters can include product types, lead scores, or any other criteria they wish to use for filtering data which can then be analysed when needed.
CRM systems have the ability to generate automated reports on a variety of topics. These reports can also be used to monitor a team's performance over a period of time, providing valuable insights into areas that may need improvement.
Visualising data is an important aspect of CRM systems, and charts can be a great way to accomplish this. With the ability to generate various charts, businesses can visualise data in a more graphical way than reports and analyse them in the same way.
Anomaly detectors are a powerful tool in CRMs, such as Zoho CRM, that can track deviations from predicted trends. This enables teams to quickly identify and analyse anomalies, helping to pinpoint the underlying reasons for deviations from the predicted path.
Comparator tables are a valuable feature in CRM systems such as Zoho CRM, as they enable the analysis of the differences between various metrics, including users, over a specific period of time such as days or weeks that can be determined by businesses.
Key Performance Indicators
CRM systems such as Zoho CRM offer the ability to generate customised reports based on the KPIs that are chosen to track. This feature helps to understand how well businesses are performing against their targets and identify areas that need improvement.
Customer segmentation is a very useful feature in CRM systems such as Zoho CRM. It enables businesses to categorise their customers based on demographics, behaviour, or other criteria that may need to be analysed to inform business decisions.
CRM systems strive to ensure that leads remain interested in services that are provided. This is achieved by keeping track of lead interactions and ensuring that all data is up-to-date. By keeping accurate data, CRM systems can provide insights into behavior.
Creating web forms for websites can help collect important user information such as email addresses, which can be used for marketing purposes. By providing an easy and convenient way for users to submit their details, it can improve lead generation.
Marketing attribution refers to the process of measuring the impact of a campaign and identifying which channels are driving the most valuable outcomes. By analysing this, businesses can determine the return on investment of their marketing efforts.
After gathering information through marketing attribution, it can be analysed to identify successful and unsuccessful aspects of a marketing campaign. This analysis can then be used to develop strategies for improving future marketing efforts.
With layouts in CRM systems like Zoho CRM, teams can design personalised views that match specific requirements and optimise workflows for efficient lead processing. These layouts come with everything necessary to create forms or pages as needed.
If businesses require collecting data beyond the pre-built templates, custom components can be added to the CRM system. This feature is useful in expanding the information collected, which can aid in lead generation when using Zoho CRM.
Views And Filters
By utilising Zoho CRM or other CRM systems, organisations have the ability to generate advanced views or filters that eliminate unnecessary data from leads. This allows teams to focus on studying only the relevant information that needs further analysis.
Zoho CRM offers translation features that support multiple languages to cater to a wider audience. This feature enables businesses to conduct sales and provide customer support in different languages, making it easier to connect with customers internationally.
Zoho CRM offers currency conversion functionality to assist in catering to the international market. This feature ensures that international leads have a clear understanding of the price of a product or service in their local currency without having to convert it manually.
Zoho CRM offers enhanced security features by allowing businesses to assign roles to each user. This ensures that each user has access only to the functionalities that are relevant to their job, preventing unauthorised access to sensitive information.
Zoho CRM provides a secure environment for data, implementing multiple layers of encryption to safeguard information. Only authorised users with the decryption key can access the data, ensuring that it remains protected from unauthorised users.
Zoho CRM is committed to following GDPR regulations to ensure the protection and privacy of your data. This allows you to have control over how your data is used and where it is stored. To provide you with a greater sense of security when it handles information.
Zoho CRM offers a two-factor authentication feature to enhance the security of your account. This feature adds an additional layer of protection by requiring two methods of authentication to access your account from passwords to email confirmation.
Audit logs can be created for every edit made on a project or document to track who performed each action, such as editing or deleting a file. This ensures that everyone is carrying out their tasks correctly without having any users doing what they shouldn't.
Zoho CRM takes data protection seriously by regularly backing up all stored data to prevent any loss in case of server outages ensuring all data is kept. Additionally, it keeps multiple copies of the data to ensure fallback options in case of data corruption.
Zoho CRM Queries
Zoho CRM, Salesforce, and HubSpot are distinct CRM applications, each with its own set of advantages and disadvantages. Notably, Zoho CRM sets itself apart from the others in several ways. First and foremost, it stands out as a cost-effective CRM solution, making it particularly well-suited for small and emerging businesses seeking to expand their operations through its flexible and intelligent capabilities. Zoho CRM 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 with feature parity.
Zoho CRM offers seamless integration with the Zoho Bookings plugin, enabling businesses to synchronise their Zoho Bookings systems with Zoho CRM. This integration simplifies the appointment scheduling process, allowing businesses to schedule appointments with their contacts directly, share booking page links via email with leads, seamlessly add new customers to Zoho CRM through the Bookings system, and synchronise all bookings with the CRM calendar. To initiate this integration, you should first install the plugin. Once installed, you 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 you to a new page where you can grant permission to use information from the Bookings profile in the CRM. By clicking "Accept," you'll complete the integration installation process. Click here to read more.
Integrating Shopify with Zoho CRM is a crucial requirement for many businesses, and Zoho CRM offers a dedicated plugin to facilitate this integration. To begin the installation process, follow these steps:
- Access your Zoho CRM profile and navigate to the "Setup" section.
- In the "Setup" menu, locate the Zoho Marketplace, where you'll find the Shopify for Zoho CRM plugin.
- Once you've located the plugin, click "Install" and accept the terms and conditions.
- Next, you'll need to specify which profiles should have access to the plugin. Options include admins only, all profiles, or specific profiles, depending on your preference. This will install the plugin for the chosen users.
- After completing this step, a pop-up window will appear. In this pop-up, you should enter the access token for your Shopify store and provide the shop name associated with your Shopify account.
Creating a new email template in Zoho CRM is a straightforward process. Here's a step-by-step guide:
- From your Zoho CRM profile, access the "Setup" section.
- In the "Setup" menu, navigate to "Customisation" > "Templates" > "Email."
- Once in the "Email Templates" section, click "New Template."
- Select the scenario or instance in which you want to use this template.
You will then be directed to the template gallery page, where you can create your template using one of three methods:
- From Scratch: Choose a "Blank" template and use the drag-and-drop builder to create your template entirely from scratch.
- Predesigned Templates: Access templates that have already been created and provided within Zoho CRM.
- Insert HTML: If you prefer to build a template from scratch using HTML, you can select this option.
Follow these steps to design your email template to your specific needs. Click here to read more.
If your business lacks the resources or expertise to create templates for your CRM system, our team at Digital Scientists is ready to assist in designing templates that are finely tuned for your specific needs, guaranteeing their optimal functionality and performance.
Zoho CRM Integrations
To comprehensively track and manage potential leads within CRM systems, an effective lead tracking application is essential. Integration with Leadfeeder automates this process seamlessly within Zoho CRM. 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, streamlining the lead management process for improved efficiency and conversion rates.
Effective client communication is a crucial aspect of Zoho CRM, 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. Whether it's through phone calls or text messages, Zoho CRM empowers businesses to reach and engage with clients effectively across various communication mediums, fostering stronger client relationships and enhancing overall communication efficiency.
Similar to telephone engagement, message communication plays a vital role in client interactions. Integrating services like SMS Magic, Burst SMS, or WhatsApp into Zoho CRM centralises message management. This eliminates the need to switch between different applications, allowing messages to be conveniently handled directly within the CRM system. This streamlines communication processes, ensuring all client messages are efficiently managed from a unified platform, enhancing convenience and productivity in client engagement.
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 empowers teams to efficiently engage with followers, schedule posts, and gather valuable insights to refine their social media strategy. Furthermore, Facebook Ad Manager is an invaluable tool for businesses looking to expand their reach. It allows businesses to create highly targeted advertising campaigns, ensuring that services are showcased to potential clients who are most likely to be interested. By leveraging the capabilities of these social media applications, businesses can effectively promote their website and services, engaging with a broader audience and driving client interest and engagement.
Ensuring client satisfaction is paramount for any business, and Zoho CRM offers integration capabilities with survey applications like Zoho Survey and SurveyMonkey to facilitate this process. By connecting CRM systems with 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 with Zoho CRM, businesses can automatically trigger surveys to be sent to clients after specific interactions. This enables businesses to collect real-time feedback and assess how well their services have met client expectations. The insights gained from these surveys can be invaluable in identifying areas for improvement and enhancing the client experience. Similarly, SurveyMonkey offers a user-friendly platform for creating and distributing surveys. When integrated with Zoho CRM, organisations can deploy surveys at strategic points in their client journey. This approach allows businesses to continuously monitor client satisfaction and promptly address any issues or concerns. Moreover, it provides a data-driven basis for making informed business decisions and refining services. The ability to gauge client satisfaction not only fosters better customer relationships but also informs a business's future strategies. By analysing survey responses and identifying patterns or trends, teams can make data-backed decisions to enhance service quality, product offerings, and overall client experience.
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 that can seamlessly integrate with CRM systems to enhance communication and teamwork. Applications like Zoho Cliq, Zoho Projects, and Slack provide teams with robust communication channels and project management capabilities. With these tools, team members can easily share information, discuss ongoing projects, and stay informed about developments within the team. Zoho Cliq offers real-time messaging, file sharing, and integrated task management to ensure that everyone is on the same page. Zoho Projects provides a comprehensive project management platform, allowing teams to plan, collaborate, and track progress efficiently. Slack, known for its intuitive chat and collaboration features, enhances communication across departments and teams. By integrating these collaboration services with CRM systems, teams can streamline communication, boost productivity, and foster a more cohesive and informed work environment. This leads to better customer relationship management and improved sales performance.
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. Zoho's Kanban Board is a valuable tool for visualising a sales pipeline and tracking progress within sales departments. This intuitive board provides a clear timeline, ensuring that everyone on the team understands the status of ongoing sales activities. This transparency can enhance co-ordination, reduce bottlenecks, and ultimately boost sales performance. Email Parser is another powerful tool that can streamline data collection and organisation. It automatically extracts and organises data from emails, seamlessly integrating this information into CRM systems to create new records. This automation eliminates the need for manual data entry, saving businesses valuable time and reducing the risk of errors. 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. This context-rich communication ensures that teams are well-informed and can engage with leads more effectively.
Zoho CRM boasts an array of versatile 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. However, these applications often exist as separate entities, leading to potential inefficiencies in accessing essential documents and account information. Zoho CRM transcends this hurdle by providing seamless integration with these office suite applications. This integration eliminates silos and ensures that users can effortlessly access the documents and account details they require directly from the Zoho CRM interface. By bridging the gap between various office suite tools, Zoho CRM enhances efficiency and streamlines document management, enabling businesses to work more cohesively and effectively across their chosen office suite platforms.
Ensuring the authenticity and security of documents sent to clients is paramount in maintaining professionalism and trust. However, manually handling this process can be time-consuming and prone to errors. Services like Zoho Sign, Adobe Sign, or Docusign offer a seamless 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. By leveraging these digital signing services, businesses not only simplify the document management process but also enhance security and compliance, ensuring the integrity of business transactions.
Efficient document and contract management is crucial for businesses, and integrating cloud storage services like Dropbox or Google Drive with CRM systems offer a seamless 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. This collaborative approach streamlines the document-sharing process, ensuring that both teams and clients have access to the latest versions of contracts and other vital documents. In addition, the ability to store documents securely in the cloud reduces the risk of data loss, ensuring that important contracts and records are protected against unforeseen circumstances. By leveraging this integration, businesses can enhance document management, strengthen client relationships, and promote productive collaboration within teams.
Like What You See?
Try Zoho CRM Today.
We are also offering 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 your query or issue.