Zoho CRM is an award-winning web-based CRM designed to attract, retain, and satisfy customers to grow your business. The core of Zoho CRM’s functionality is lead and contact management, but also sales pipeline management and purchase control. You can already assume what these features can do when bundled together, especially when placed on a revamped and easy-to-use interface that is so typical about Zoho. The home screen now includes 10 different components, with the main module navigation panel still placed on top for easier searching.
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Nevertheless, the user is always welcomed to customize the dashboard and make it look more business-specific. It works well regardless if you’re a small business, an entrepreneur, or a large enterprise. Zoho, track sales, and engage customers in different platforms.
Likewise, its mobile platform lets you take CRM on location so can get updates fast and real-time, and close more deals even when on the go. Another interesting hint is that you can also extend the CRM’s functionality by integrating it with popular applications, including main Zoho productivity products, but also: Microsoft Outlook, MailChimp, QuickBooks, ConstantConnect and Google Apps; as well as with cloud-based connectors like OneSaas and CloudWork. Zoho CRM offers a wide range of benefits, most of which related to closing more sales and attracting more customers. But how exactly does its functionality help your customer relationships improve? Let’s check this out: It automates vital sales operations The core value of Zoho CRM is that it automates daily sales tasks, converts web visitors into hot leads, imports prospects from external sources and parties including trade shows, direct emails, and seminar.
Once imported in the system, leads are matched with the appropriate sales agents, and converted into buyers sooner than you could ever imagine. Most of sales operations in Zoho CRM are single-click ones, and can be customized to meet the specific needs of your business. Zoho CRM also allows you to manage customer accounts, such as: monitor all accounts from a shared database; view them across products, locations, account, and status; and track their purchase history for cross-sell or upsell opportunities. Likewise, you can accurately forecast revenue, establish/assign/edit sales quotas, identify individual/team performance, measure forecast accuracy, and create customizable forecast reports and dashboards. Gives access to important data in real time Zoho CRM offers a handy Opportunity Tracking tool allows you to see where your customer is in the sales cycle, which is the deal’s size, contact history, and competitor profile to help you craft more fitting messages. Access these data in the easy, accurate Dynamic Reports & Dashboards. Zoho also lets you identify and target inactive leads with historical data to realign your customer messaging. The Business Card View, for instance, allows you to quickly access all pertinent customer information in one window without the need to scroll or search.
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The Notes Section displays the time and content of past conversations for a more personal and logical communication. Sooner than you think, relationships will be streamlined, and you will be able to make smarter and more profitable business decision. Makes maximal use of social media Like it or not, most of our customers nowadays are coming from Twitter and Facebook pages, which is why it is essential to have a CRM that can link them to our products/services. Zoho CRM, for instances, follows their behaviors and categorizes them as leads and contacts, so that you could connect with them and send them invitations to give your work a look.
Allows you to go mobile Zoho CRM has a special, dedicated mobile edition for Android and iOS users which helps stay in control of customers even while on the go. You can control their actions, access sales records, or send invitations directly from your mobile device. It is integrated with Google Apps and Zoho suite Zoho CRM connects to key Google Apps like Gmail, Docs and Calendar smoothly, on top of its native integration within the Zoho suite of apps.
The result is you get to enhance the base system significantly with complementing apps. Sales Force Automation. Lead Generation & Qualification.
Pipeline Analysis. Sales Stage & Probability Analysis. Competitive Analysis. Real-Time Forecasting. Quota Management Lead Management.
Automate lead management process. Fast track lead to deal process. Capture leads from website. Import leads from trade shows, seminars, direct mail, etc. Zoho CRM is one of the 10 products Zoho CRM is also listed in the following subcategories: Category: Position: Category: Position: #6 #6 Category: Position: #6 #6 Companies have unique wants and requirements and no software solution can be just right in such a condition. It is futile to try to find a perfect out-of-the-box software product that meets all your business wants.
The intelligent thing to do would be to adapt the system for your special wants, worker skill levels, budget, and other factors. For these reasons, do not hurry and subscribe to well-publicized popular applications. Though these may be widely used, they may not be the best fit for your specific needs. Do your groundwork, look into each short-listed system in detail, read a few Zoho CRM reviews, contact the seller for clarifications, and finally settle for the product that presents what you need. Zoho CRM offers a free edition and per user monthly subscription plans that are billed annually. All major cards and bank or check transfer are accepted. There is also a great free trial plan that you can try out.
We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based that gathers customer reviews, comments and Zoho CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Zoho CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret. Zoho CRM offers a free edition and per user monthly subscription plans that are billed annually. All major cards and bank or check transfer are accepted.
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There is also a great free trial plan that you can try out. Why is FinancesOnline free? FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions.
We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.
Click to expand.I'm in the same position. I've been a Top Producer user for the past 8+ years and have been limping along using it through Windows via BootCamp since I dumped my Dell PC about 2 years ago. Top Producer is very convoluted to use, but it does so much that I've stuck with it. Every 6 months or so I search around for other options that might be worth switching to. Until now, I haven't found any truly viable options. I found this company, but haven't researched them thoroughly yet: The company seems to be targeting Mac users specifically and the interface looks similar to TP. So is pricing.
I'm not happy with the 1,000/mo mass email limitation. After that, you need to buy credits. I'll probably do the 5 week free trial first to see if I like it. If anyone has experience with Ixactcontact, would love to hear your thoughts.