Key Features

• Sales Force Automation: Zoho CRM delivers automation capabilities for tedious sales tasks such as lead generation and routing, data entry, email notifications, field updates and more. The SFA module includes lead management, deal management, account management, contact management, and workflow and assignment rules. 
• Process Management: This module enables your sales team to follow a standardized sales strategy. The blueprint feature lets you log offline processes such as order management or deal closure, ensuring consistent execution. The platform automates approvals for common activities such as vacation time requests, capital expense reports and pricing discount requests. Additionally, you can set rules for assigning leads, escalating cases and validating CRM data. The system can support sales processes for multiple departments, if needed. 
• Multichannel Support: The solution allows you to connect with your email platform to send emails directly from the CRM. Connection to your brand’s social media channels enables you to respond in real-time, follow relevant conversations and automate lead generation. The Phonebridge integration lets sales reps easily log and track information from calls. You can also embed live chat and lead capture forms on your website to facilitate sales, marketing and customer service efforts. 
• Sales Enablement: A suite of sales tools is available to aid sales reps in their daily jobs. Features include financial tools like quotes and purchase orders (via integration with Zoho’s Finance Suite), a documents library, integration with Zoho’s presentation and document creation applications, and external-facing portals for partners and vendors. It also offers a calendar, a feature called SalesInbox for prioritizing the most lucrative emails, a web meeting platform through the Zoho Meeting integration, real-time notifications, collaboration feeds and more. 
• Performance Management: Forecasting tools provide the ability to gauge how a product, team or region is performing, while territory management allows you to group customers based on shared attributes (region, product, etc.) Gamification elements encourage friendly competition that boosts performance among sales reps. Zia can also help improve performance by helping you target leads that are most likely to generate revenue. Your sales reps can engage with website visitors via chatbots for web and mobile, so every query receives attention even if they’re away from their desks. 
• Marketing Automation: Zoho CRM offers a broad toolset to help automate marketing efforts. You can segment customers using a range of criteria, automate actions surrounding lead nurturing, create code-free web forms to gather customer information, scan and upload business cards, and analyze campaign spending. The module also provides end-to-end event management, email campaign capabilities, surveys, and marketing details like budgets and performance metrics. A hierarchy feature lets you hook sub-campaigns to related main campaigns. 
• Team Collaboration: The Feeds feature acts as a central location for collaborating, sharing announcements and offering advice. You can integrate chat functionality to facilitate everyday tasks and automatically send real-time sales updates. Users can leave notes on records or activities and tag other team members. Other features include groups for collaborating around specific events or for specific purposes, as well as project management tools via integration with Zoho Projects. 
• Third-Party Integrations: Zoho CRM connects with more than 50 third-party apps for collaboration, document management, live chat, telephony, messaging, events and meetings, quote management, document signing, lead management, marketing automation, social media, storage and more. Integrations include G Suite, Office 365, Slack, Shopify, Mailchimp, Facebook Ads, QuickBooks, GoToWebinar, DocuSign, Dropbox and Zapier. 
• Security: Robust security measures ensure your data is kept safe. You can store critical business data in secure vaults, choose where you want your data stored (U.S. and EU data centers) and encrypt data fields. Zoho CRM also provides audit logs to track activity, two-factor authentication and the ability to designate which IP addresses users can log in from. Real-time backups on multiple servers ensure you won’t lose data due to a system-based or natural disaster. 

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