5 Essential Features of Zoho CRM You Need to Know

As a sales or customer service person, you know that managing good relationships with your customers and clients is a very important aspect of every business. The right CRM (customer relationship management) software can make life a lot easier for your team by helping you organize, prioritize, and nurture every customer. Zoho CRM is built exactly for that. Whether your business goal is to capture more leads or grow relationships with your customers, Zoho CRM offers you the features needed to make this a success.

In this article, we will take a look at the 5 essential features of the powerful Zoho CRM that your business needs to achieve both its short and long term goals.

Every lead you capture has the potential of becoming a paying customer, but how do you manage all the leads you acquire from different channels? Zoho CRM offers you a single lead management module that allows you to capture leads from your website, social media, email, webforms, etc. and then bring these leads into a centralized platform where you can have an overview of the progress you have made with each contact. This feature enables you to keep track of all leads easily and increase the chances of converting leads into paying customers.

Lead management isn’t just about acquiring contact info; it’s also about knowing which leads need attention first. With Zoho CRM, you can give priority to each lead by assigning points based on their engagement. This way, your sales team can focus on leads that are most likely to convert, so you’re putting your resources into where it actually matters.

Keeping up with multiple follow-ups, hundreds of emails, and several reminders could be very time-intensive. Zoho CRM provides you with a sales automation tool that helps to simplify the recurring activities of your sales process, so that your sales team can focus on other productive tasks such as, building relationships with customers and closing more deals.

Imagine not having to follow up with each lead individually because the CRM does it for you. Zoho CRM offers your sales team a lot and more.

Zoho CRM’s custom dashboards give you real-time insight into your most important numbers. In this dashboard, you can easily track daily sales, lead conversion rates, and monthly targets.

These custom dashboards make it easy for everyone on your team to stay informed on the metrics and goals that have been set. Your sales manager can have a quick view of the progress that has been made by the sales team. Another feature of these custom dashboards is that you do not need to wait till the end of the month before getting a report, you can access your reports any time you need it.

Your business activities shouldn’t be limited to the office. Zoho CRM offers your sales team a mobile app which allows them to access important information wherever they are. Whether it’s to update notes after a meeting with clients, or to check on a lead’s status before a call, Mobile access allows your team to have a customer’s details on the go.

Your team should be productive both in the office and outside the office. The sales team in the field can use their phones to access customer data, track deals, and stay updated with the office, all in real-time. One amazing feature of Zoho CRM’s mobile app is that it works offline, so you’re always covered, even when you don’t have a signal.

Zoho CRM gives you a better user experience when it’s connected to other tools. From Zoho’s suite of apps like Zoho Books and Zoho Projects to third-party tools like Google Workspace, Zoho CRM integration capabilities makes it easy to synchronize everything on a single platform.

Integrations make your sales processes simplified by creating a unified experience. Your team has access to everything they need in one place. This helps save time, reduce data entry, and keeps everyone on the same page, making your workflow more efficient and your customers satisfied.

With amazing features like Lead Management, Sales Automation, Custom Dashboards, Mobile Accessibility, and Integration Capabilities, Zoho CRM provides you with the tools that make growing your business easier. These features are designed to save time, increase productivity, and keep your team focused on what’s most important: building strong, lasting customer relationships.

However, the best way to go forward with this software is by an authorized and experienced Zoho CRM partner in Nigeria. We at Droidedge Consulting are proud to have implemented Zoho CRM for our clients over these years, and we have received positive feedback ONLY.

Ready to see how Zoho CRM can help your business? Reach out to us or book a demo session with our CRM experts, and we would get back to you within 24 hours.