Zoho CRM Upgrade Digs Deep with Mutiple Releases

CMS Wire (August 2016)

“While best known for its customer relationship management (CRM) platform, Pleasanton, Calif.-based Zoho now describes itself as a cloud operating system for business. Salespeople don’t have enough visibility about their leads and customers. With SalesSignals, CRM brings together information about the lead, or customers across channels like chat, email, phone call, support email, survey or submission and offers that info to the sales person. Information from each of these channels become a signal to the sales person.”

“Email clients have been around for decades. They have been very horizontal — it is the same email client for personal user to business use and no matter which field you are in, it is the same email client. It is about time we make email clients specific to a field. With SalesInbox, we built a specialized email client for salespeople.”

“SalesInbox integrates with both Zoho CRM and Salesforce and works with Yahoo Mail, Gmail, Microsoft Exchange, Zoho Mail as well as other email hosting services.”

Zoho Releases Slew of Cloud Services to Help Salespeople Close More Deals

Talkin Cloud (July 2016)

“Today, every progressive sales team needs a CRM that connects with customers and prospects regardless of their preferred communication channel. At the same time, the CRM must remain flexible enough to advance the sales process through any channel.”

Zoho Remakes its CRM System, Introducing SalesInbox and Launching Zoho Marketplace

Destination CRM (July 2016)

Zoho: what if the entire software industry ran like this?

Deal Architect (July 2016)

Zoho Announces Industry’s First MultiChannel CRM Service

Cloud Tweaks (July 2016)

“Today, one innovative player in the CRM market announces product updates and advanced additions to their product line that will challenge what businesses currently expect and accept from their CRM solutions.”

“Unveiling what they identify as ‘the industry’s first multi channel customer relationship management software’ today, the latest version of Zoho CRM supports email, social media, live chat, and telephonic communication.”

“Possibly the most exciting development is the unique convergence of CRM software with email. SalesInbox reinvents the manner in which salespeople use email with the integration of Zoho CRM and their dedicated mail client designed specifically for salespeople.”

“Zoho has been well ahead when it comes to email and CRM integrations. We were able to do this because we are one of only two vendors in the market to offer email hosting and CRM together (the other being Microsoft).“

“For the first time, we’re introducing a specialized email client, built from the ground up, optimized for salespeople.”

Zoho Introduces Email for Sales People, Marketplace and More

Small Business Trends (July 2016)

“Zoho has been quietly and steadily growing since its founding two decades ago. Zoho now has 20 million users across its 30+ products. The company, based in Chennai, India but with a U.S. operations headquarters in Silicon Valley, has offices in Austin, China and Japan, and has over 4,000 employees.”

“SalesInbox uses a multi-column layout to organize incoming emails automatically based on the information stored in the user’s CRM account, so salespeople can easily spot messages that require immediate attention. The platform also allows them to sort emails by several criteria, including lead source and associated customer value.”

  • Full context in every email. Salespeople can view a timeline of previous conversations with an individual contact, and see the size of their current and past deals, overdue tasks, missed calls, support tickets, social media mentions and other relevant information — all within the email client.
  • CRM updates right from the inbox. Instead of logging into the CRM, salespeople can now take customer- and sales-related actions right from their inbox. “When an email comes in from an interested lead, the salesperson can simply drag and drop the email from one column to another,” the announcement says.
  • Reminders and Response Watch. Salespeople can set a time limit by which they can expect to hear back from customers or prospects whenever they send an email. SalesInbox monitors incoming email using the Response Watch feature, If it doesn’t detect a reply during the time specified, it lets the user know so they can follow-up.
  • Mobile client integration. Zoho CRM users can configure SalesInbox on their iOS and Android devices and map it to all popular email services, including Zoho Mail, Gmail, Yahoo Mail and Outlook.
  • Better email feedback. When integrated with Zoho CRM, users can receive reports on how well the emails they send are working. They can also see statistics about which email templates perform best and receive detailed metrics on how many emails have been opened, read or clicked through.

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