VIDEO: Zoho CRM Demo

Welcome, today we’ll be looking at Zoho, a CRM that promises smart software for growing businesses. This video is brought to you by TechnologyAdvice. Our mission is to educate, advise and connect buyers and sellers of business technology and one of the ways we do so is by providing unbiased reviews of software. Today we’re focusing on Zoho and its suite of online web applications geared towards increasing productivity and offering easy collaboration.

Zoho helps to populate visitor data from your website into your CRM system. Zoho has a variety of unique features to help convert leads into customers such as the ability to run macros and automatically follow up or print mailing labels to contact them directly. With macros users can easily contact all or a few leads with specific and target emails depending upon campaigns that are currently running. Users can also mass edit and create tasks to better stay in contact with leads.

Within the lead profile it’s possible to view products they’re interested in, attachments, notes, and more. Leads can also be converted into potentials by clicking through the convert tab. Accounts are also laid out in a very simple manner and can be sorted based on when they came into Zoho. Within the account page users can view a variety of information that can ultimately help close more leads. Monitor all customer accounts and related contacts, opportunities and developments from a shared database View customers across products, geographies, account and status.

Users can also Generate price quotes, sales orders and invoices Track customer purchase history . With forecast, users can Estimate revenue based on data within Zoho CRM It’s also possible to establish, assign and edit sales quotas for salespeople and teams. Managers can identify individual and team performance, measure forecast accuracy against commit amounts, and create fully customizable forecast reports and dashboards. Zoho also has a few features that set it apart from its competition such as Zoho CRM for Google AdWords.

It combines the campaigns information from AdWords, and the ofline conversion from Zoho CRM. With the 'click to deal' information in your CRM, you can interact with the leads based on the ad group or keyword searched. The CRM View intelligently scans your customers according to their stages in the sales cycle. It’s categorized based on the leads, customers and potential customers, which gives you a fair idea of the activities that demand your attention.

With Visitor Tracking, you can turn more website visitors into qualified leads. It gives you complete visibility into the online activities of your customers and prospects. The CRM View for Visitor Tracking allows you to prioritize your prospects list and plan your conversations before contacting them. Zoho has a very simple and clean interface that easily directs users to its main features. It’s home screen contains an overview of open tasks, the days leads, closing deals, and a visual display of the pipeline.

Made for larger companies, it’s available at a high price point. A limitation is that creating customized reports can be a challenge. While there are a wide variety of sales activity and account reports, users are limited in the fields they can choose. Zoho also lacks high-end features that allow users to extend and integrate with non-Zoho applications. In summary, Zoho has 4. Highly optimized sales force automation 5. The ability to prioritize tasks and prospects based on importanc 6.

Strong tracking features for leads and customers To find out more about Zoho, or other customer relationship management, check out our website where we can help you find software that will fit the needs of your work. Thanks for watching!