Zoho CRM Automation

Zoho CRM Automation

Zoho CRM Automation drives sales force performance and profitability by giving you everything you need to sell smarter. By automating your processes, it frees your people to concentrate on creating leads, closing deals and growing your customer relationships. Zoho CRM Automation makes it simple to perform:

• Lead Generation & Qualification
• Pipeline Analysis
• Sales Stage & Probability Analysis
• Competitive Analysis
• Real-Time Forecasting
• Quota Management

With Zoho CRM Automation you’ll replace doing tasks with hitting targets. Even better, your entire team will be able to collaborate and share information as it happens, eliminating redundancy and aligning goals. Because successful selling isn’t about effort. It’s about results.

Drive Leads

• Automate the lead management process
• Accelerate the speed from lead to deal
• Capture leads directly from website visits
• Import leads from external sources such as trade shows, seminars, direct mail, and other programs
• Match sales-ready leads to the appropriate sales people
• Convert prospects into sales opportunities, accounts, and contacts with a single click
• Customize sales processes to leverage your own best practices (B2B & B2C)
• I want to learn more about Lead Management

Manage Customer Accounts

• Monitor all customer accounts and related contacts, opportunities and developments from a shared database
• View customers across products, geographies, account and status
• Specify parent-child relationships between customer accounts and their subsidiaries or other divisions
• Generate price quotes, sales orders and invoices
• Track customer purchase history to identify cross-sell and up-sell opportunities, and establish effective loyalty programs
• I want to learn more about Account Management

Effectively Follow-Up

• Log all important customer calls for quick and easy reference
• Store customer meetings and calls in an intuitive calendar
• Manage daily tasks to streamline sales
• Invite staff, leads and contacts to events and meetings
• Set up recurring events by day, week, month and/or year

Accurately Forecast

• Estimate revenue based on data within Zoho CRM
• Establish, assign and edit sales quotas for salespeople and teams
• Identify individual and team performance
• Measure forecast accuracy against commit amounts
• Create fully customizable forecast reports and dashboards
• I want to learn more about Sales Forecasting

Watch CRM Video: A day in the life of a Sales Person