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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 CRM - CRM For Every Business

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.

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

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.

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

Sales Force Automation

Lead Management Deal Management Workflow Management Contact Management

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

Inventory Management

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

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
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

Inventory Management

Inventory Management in Zoho CRM

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

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

Canvas Design Studio

Zoho Canvas

 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

CRM Analytics

Zoho 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
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!

Predictive Sales

Predictive Sales in Zoho CRM

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

Zoho CRM Zia AI Assistant

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
 

Process Management

Sales 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!

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!

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!