It's the perfect time of year to start working on driving growth and innovation and fostering better customer relationships.
Customer relationship management (CRM) systems help businesses handle their sales. By effectively storing and analyzing customer data, CRMs track customer touchpoints and provide insights into customer preferences, enabling businesses to offer tailored products and services.
Businesses using Zoho CRM have streamlined sales processes and automated workflows to sell and scale efficiently. With Zoho CRM, businesses have engaged with customers in real time, ensuring rich brand experiences.
If you're using Zoho CRM for your sales and customer management, it's not too late to set your business resolutions! Here are a few resolutions you should make this year and how you can achieve them.
Personalize your sales communication
Personalizing your conversations with customers can create meaningful customer experiences. This positively impacts your brand reputation and builds customer loyalty.
Engage contextually with RingCentral
RingCentral lets you effortlessly make and receive calls in Zoho CRM with just a click. Bring customer insights to Zoho CRM with instant screen pop-ups and seamless call logging for smarter and more personalized interactions.
Foster better decision-making
Creating a sales environment to leverage the diverse skill sets, knowledge, and expertise of sales professionals can help enhance sales strategies. This collective resource can be effectively used to drive better and more informed decision-making.
Collaborate within your sales team with Slack
Collaborate within your sales team directly in Zoho CRM to close your deals with Slack. This integration helps you instantly share records and reports with teammates, ensuring the team is aligned and informed in real time. You can also receive your SalesSignals alerts instantly on Slack for quick actions.
Align your sales and marketing
Synchronizing your sales and marketing efforts will help you stay consistent and offer better customer experiences. This increases your conversions, enabling you to complete a short yet impactful sales cycle.
Synchronize your sales and marketing activities with Mailchimp
Mailchimp for Zoho CRM streamlines campaign management by syncing subscribers, contacts, and leads with ease. Capabilities such as two-way synchronization, customizable field mapping, and automatic campaign imports ensure your data stays up to date. You can also get notified in real time for subscriber changes, empowering you to engage effectively without switching platforms.
Accurately manage your customer financial data
Keeping track of customer finances helps you effectively make financial decisions, identify and manage your financial risks, access customer information, and build customer loyalty with personalized financial-related interactions.
Handle your customer transactions with GoCardless
Simplify your payment collection and management directly in Zoho CRM with GoCardless. Automate recurring payments for each customer by allowing them to set up a direct debit mandate, ensuring timely invoice settlements. You can also track the financial data and invoices of any customer right in their CRM record.
Leverage AI for your sales
Incorporating AI's evolving capabilities positively impacts your sales process by automating tedious and repetitive tasks to help agents efficiently carry out sales.
Make AI your sales and CRM companion with Rafiki.ai
Rafiki offers AI-driven sales call insights, syncing transcriptions and topic-based notes with deals in Zoho CRM for streamlined tracking. You can gain actionable metrics, refine strategies, and improve team performance with CRM-integrated data. Automatically associate meetings with the right accounts, analyze impactful trends, and enhance engagement to reduce churn and boost win rates.
Set your sales resolutions today and use these or any other CRM extensions that fit your business needs from Zoho Marketplace.
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