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Zoho CRM - CRM For Every Business

Zoho CRM is a cloud-based, integrated customer relationship management platform that makes it easier for businesses to manage customer relations, close more deals, and grow faster. Zoho CRM caters to the needs of businesses of all sizes and industries. Zoho streamlines your organization-wide sales, marketing, customer support, and inventory management functions in a single, centralized system. Zoho CRM is designed to automate your business processes and get an insight into each operation of your organization. Convert more leads, engage with customers better, and grow your revenue with Zoho CRM.

Zoho CRM - CRM for Every Business

Zoho CRM Features That Make Selling Better, Smarter, and Faster

Zoho CRM is the gold standard for great customer relationships. Zoho Customer Relationship Management (CRM) software empowers a global network of over 250,000 businesses in 180 countries. Zoho CRM suite comes with powerful sales, marketing, and support management, designing, and analytical features.

Zoho Bigin – The New Customer Pipeline Solution

Closing a deal is the most critical part of the sales process. It all starts with finding customers, engaging them, building a strong relationship with them, and converting them into loyal customers. For that, your business needs to build a customer pipeline. Companies with authorized customer pipelines achieve 28% higher revenue growth. Now, you can organize your lead-to-deal process with Zoho’s new customer pipeline solution – Bigin.

Sales Force Automation

The Sales Force Automation solution helps you to track leads, prospects, business opportunities and close more deals in less time. Additionally, you can effectively use the existing customer data for future up-selling and cross-selling opportunities. With Zoho Sales Force Automation, you get to do better: 

  • 1. Lead Management
  • 2. Deal Management
  • 3. Workflow Management
  • 4. Contact Management
Lead Management Deal Management Workflow Management Contact Management

Bigin – Zoho’s Customer Pipeline Solution

A customer pipeline is a representation of where your prospects are in the sales cycle. Having a pipeline helps you track all your leads, accurately predict revenue, create an integrated sales strategy, and improve the performance of sales reps.

Bigin isn’t like your traditional spreadsheet or outdated sales tool. It is an advanced customer management software that helps you win more sales. From prospects’ email conversations, tweets to all activities, Bigin stores and organizes customer information to form pipelines.

Marketing Automation

Marketing Automation With marketing automation in Zoho CRM, you can effectively plan marketing campaigns to improve the process of quality lead generation. You can also measure the performance and effectiveness (ROI) of campaigns with better: 

  • 1. Customer Segmentation
  • 2. Lead Nurturing
  • 3. Marketing Attribution
  • 4. Google Ads Integration
  • 5. Event Management

Engage Prospects

Use web forms, deals, and activities to get detailed information about your prospects. This would help you save time searching for information during a quick call/chat with a customer. Sales reps can use Bigin mobile apps to stay connected with customers on the go. They won’t miss any important activity or appointment when they are on the move. Also, Bigin has a built-in telephony system, so you can make calls to and receive calls from customers. It improves the way you contact your customers.

Manage Pipelines

Inventory Management Zoho CRM extends beyond the traditional sales functions. Zoho CRM’s Inventory Management helps you to achieve the seamless integration between pre-sales and post-sales activities in a single platform. Manage your Products, Price Books, Vendors, Sales Orders, Quotes, and Invoices to close deals faster. 

  • 1. Procurement Tracking
  • 2. Product Lien Customization
  • 3. Quotes Management
  • 4. Manages Sales Orders
  • 5. Manage Purchase Orders 
  • 6. View and Manage Payment
Inventory Management in Zoho CRM

Manage Pipelines

Bigin lets your sales team to create custom workflows to save time on repetitive tasks. They can create custom deal stages for multiple customer pipelines. Bigin is designed by the creators of the world’s #1 CRM software provider – Zoho. It is simple to use and easy to implement. It has a zero learning curve. Just upload or import your data and get started. When your sales team will use a customer pipeline solution that is so easy to use, they can work without any distractions and improve their relationship with customers.

Zoho Canvas

Canvas Design Studio

 Zoho Canvas is a design studio that lets you and your team design their CRM the way they want. With personalized CRM dashboard, you can lower the implementation time and increase the adoption rate. Canvas gives you:

  • 1. A library of templates
  • 2. Drag, drop, and done
  • 3. Mindful and Usable Designs
  • 4. Multiple Design Variants
  • 5. Design CRM for Any Business
  • 6. Design CRM for Any Industry

Close More Deals

Bigin provides real-time notifications to the sales reps so that they can take immediate actions to engage prospects and close more deals. Bigin’s analytics dashboard helps to keep track of your sales team’s performance and also uncover hidden insights.

Zoho Bigin is fully compliant with GDPR and the latest security standards. Bigin’s pricing starts at $7/user/month. It can be easily integrated with Zoho suites of business applications. For Zoho integration support, contact First Direct Corp., a Zoho Authorized Partner.

CRM Analytics

Zoho CRM’s advanced analytics functionality helps you to visualize the sales pipeline, business performance, trends and much more with actionable data intelligence. Generate customizable reports and make data-driven decisions to improve your sales success.

  • 1. Customizable Reports
  • 2. Charts and Cohorts
  • 3. Anomaly Detector
  • 4. Quadrants & KPIs
  • 5. Comparator & Funnels
  • 6. Target Meter
Zoho CRM Analytics

How to Create Pipelines Using Zoho Bigin

Your sales team can benefit from the customer pipeline and it could make a difference to your close-won rates and revenue. You can create different customer pipelines based on the deals you sell and track your potential leads through the journey to deal closing. When you have a deal, you can decide which pipeline suits your deal requirements, which will further decide the stages of your customer pipeline.

Create a Pipeline

Edit a Pipeline

Delete a Pipeline

Predictive Sales in Zoho CRM

Predictive Sales

Predictive Sales Zia is the conversational sales assistant within Zoho CRM. It helps you manage your sales activities intelligently. Zia is designed to help you predict the outcome of sales activities, detect sales anomalies, automate mundane tasks, identify prospect sentiments, and much more. Predictive sales features in Zoho CRM include:

  • 1. Anomaly Detection
  • 2. Zia for Emails
  • 3. Intelligent Automation
  • 4. Competitor Alert
  • 5. Data Enrichment
  • 6. Prediction Builder
  • 7. Assignment Suggestion
  • 8. Workflow Suggestion
  • 9. Best Time to Contact
  • 10. Zia Vision

Artificial Intelligence

Stay ahead of the curve with Zoho CRM’s embedded AI sales assistant, Zia. As Zia learns about your business and your team, it will offer predictions on trends, anomalies, conversions, and deals closing. Zia also automatically automates recurring tasks to speed up your sales cycle with:

  • 1. AI-Powered Predictions
  • 2. Intelligent Automation
  • 3. Monitor Sales Trends
  • 4. Meaningful Recommendations
Zoho CRM Zia AI Assistant
Workflow Management in Zoho CRM

Process Management

Zoho CRM streamlines your sales process with automation tools and intelligent features. From lead creation to deal closure, you can create a customized roadmap to execute sales processes in a systematic manner. Build your sales team’s success roadmap with:

  • 1. Blueprint
  • 2. Lead Scoring
  • 3. Approval
  • 4. Process Assignment Rules 
  • 5. Escalation Rules
  • 6. Review Process
  • 7. Validation Rules
  • 8. Email Parser
  • 9. Multi-Page Layout

Rated the Best CRM in the Industry

If you want a free demo of Zoho CRM, contact First Direct Corp. As a Zoho Authorized Partner, we have Zoho experts who can help you understand the benefits of CRM software and how to implement it based on your unique sales requirements. We have 25+ years of experience in the CRM business. We are a professional Zoho CRM provider for small and medium-sized businesses. We also provide consultation and implementation support for Zoho’s 45+ business applications.

Call us at (845) 221-3800 today to request a free trial of Zoho CRM!

Conclusion

If you have heard about the 80/20 rule, you must know that 80% of your company’s revenue is generated from 20% of existing customers. Losing one customer can hit your profitability. That’s why your sales team should work on increasing the customer base. Creating a customer pipeline is essential for the long-term growth of your company. With Zoho Bigin, you can easily build and manage customer pipelines. Measuring and tracking these pipelines would help you improve the sales process, close more deals, forecast future results, analyze sales strategies, allocate resources, and review your progress.

If you want a free demo of Zoho Bigin, contact First Direct Corp. As a Zoho Authorized Partner, we have Zoho experts who can help you understand the benefits of Bigin software and how to implement it based on your unique sales requirements. We have 25+ years of experience in the CRM business. We are a professional Zoho CRM provider for small and medium-sized businesses. We also provide consultation and implementation support for Zoho’s 45+ business applications.

Call us at (845) 221-3800 today to request a free trial of Zoho Bigin!

Ready To Get Started?

Zoho CRM helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system.

An all-in-one platform for customer engagement. Zoho CRM Plus gives your team 360-degree, contextual view of every customer interaction.

Zoho ONE with its six sets of applications is a revolutionary all-in-one suite to run your entire business. There are over 45 different applications included with Zoho ONE!

Ready To Get Started?

Zoho CRM helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system.

An all-in-one platform for customer engagement. Zoho CRM Plus gives your team 360-degree, contextual view of every customer interaction.

Zoho ONE with its six sets of applications is a revolutionary all-in-one suite to run your entire business. There are over 45 different applications included with Zoho ONE!