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Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

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CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

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Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

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Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
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Zoho crm

The CRM essentials

The objective of a sales team is to convert qualified leads into paying customers by offering them value, in the form of a product or a service. By streamlining the processes around the customer journey, you can let your sales force focus on what they do best.

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The pillars of a successful business

Your sales team sells. A pretty simple concept, right? However, the reality is often more complicated. When you examine your business, there are often multiple processes designed to support your sales team. These range from ensuring a steady flow of qualified leads into your CRM, to nurturing leads so they're easier for your sales team to convert. To support those processes, you might have a robust system to manage all opportunities effectively, or an analytics system to help sales managers understand and improve the sales process.

The linchpin at the heart of your business

If customer data is the lifeblood of your business, then a powerful CRM can be considered its beating heart. It collects, stores, centralizes, and delivers important information across different departments of your business. It can provide the necessary context and insights needed when interacting with customers or making business decisions. A powerful CRM is an indispensable part of modern businesses that ties together different processes and departments.

Explore the concept of CRM

CRM strategy

How businesses approach customer interactions and building relationships with them informs their CRM strategy. It involves collecting customer data and analyzing past customer interactions to provide better services and build better relationships with customers.

CRM software

Customer relationship management software is designed to provide a 360º view of all your customer data by gathering it in a central place. Contact information and communication preferences, as well as interaction and purchase history, can be shared to help your teams reach out to customers for the right reasons and through the right channels.

Streamline your sales cycle

Your business depends on different departments to bring in customers and drive revenue. A marketing team drives leads into your CRM to qualify and nurture them, before passing them on to sales. Your sales team handles prospecting and converting those leads into paying customers. Finally, your support team addresses the long-term happiness and needs of your customers.

Lead scoring in Zoho CRM

The impression that your business leaves on the customer throughout this journey is called "customer experience." How a prospect is engaged across different points in the sales cycle determines if that experience is positive or negative. That, in turn, effects their willingness to commit and make a purchase. At the heart of your customer experience is the CRM software your business uses to connect these processes and create a seamless customer experience.

Finding leads and bringing them into your system

The first challenge for your business is getting word out and making people interested in what you're selling. You likely use a mix of inbound and outbound strategies to generate leads, but there's no one-size-fits-all solution. You need to choose a lead generation strategy with a mix of inbound and outbound techniques that work for you. Maximize the ROI of your marketing activities by capturing these leads and sending them into your sales cycle.

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Making the most of every sales opportunity

An opportunity opens up when your sales team engages with a prospect who shows interest in purchasing. You need to make sure they're equipped with everything they need to convert this opportunity into a successful sale. The right CRM can help sales teams manage their opportunities and drive more revenue. It will help your sales team collaborate, access sales collaterals, sell on the go, manage quotes, and have a complete 360º view of the prospect.

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Identifying the best leads and nurturing them

The next step is to identify which leads are worth following up with and nurture those leads. Not every lead you capture becomes a paying customer. Some might just be trying to figure what your business is about, while others might be looking for useful information. However, hidden among the hundreds or thousands of leads you generate, there are people who will genuinely benefit from your products or services. Your marketing and sales team need to work together to identify and qualify them, then nurture their interest, before converting them into opportunities.

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Helping your sales team perform their best

Help your sales team focus and succeed by giving them the right targets and territories. A solid sales performance management tool can help you in guiding newer sales reps to understand your sales process, while giving experienced members the necessary tools to help them sell more. It can also analyze how your reps are performing and give insights to sales managers on how they can improve across the board.

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Keeping consistent engagement at scale

One of the most important things a customer (or even a prospect) expects from business is communication. From the first interaction, through the sales cycle, and while they're a paying customer, you need to engage with them consistently. Your communication should be personalized and crafted to their needs. However, it's hard to scale up personalized communication as your number of leads and customers grow. You need to be able to plan and execute a wide range of marketing campaigns, without having to hit send or publish every time. Marketing automation helps you do just that.

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Delivering excellent post sales support

To ensure a truly great customer experience, your efforts should continue past the point of purchase. You need to make the customer feel valued enough to come back for future purchases. This is where customer support comes in. Your support agents can best address the needs of customers with all the necessary sales information and context at hand. A CRM that integrates with your help desk software can sync tickets with relevant sales data. It can also make existing customer data accessible to customer facing teams, helping them provide a consistent customer experience.

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Why choose Zoho CRM?

Zoho CRM is easy to get started using and customize for your specific needs, without sacrificing features or functionality. The combination of features and intuitive UI, along with transparent pricing makes Zoho CRM a great choice for businesses of any size. From SMEs to Enterprises, no matter the industry, businesses can use Zoho CRM to connect with their customers and provide an exceptional customer experience.

See why Zoho CRM is the perfect fit for your business
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