Use consolidated insights to understand customers more effectively

Discover how customers feel towards your brand through a host of helpful charts. Analyze these charts to understand customer needs, expectations, and feedback. Revamp your business operations accordingly to provide the best possible customer experiences.

CRM Software benefits | Zoho CRM

Here's how we can help you

  • Take advantage of the ability to collect data from multiple sources.
  • Gauge customers' sentiments and profile them accordingly.
  • Identify how customers perceive your competitors.
  • Evaluate their responses to your cross-sell offerings.
  • Segment customers based on buying patterns and market to them more effectively.
  • Measure forecast performance and insights from customer correspondences.

Multichannel data sources for optimal insights

Gather data from multiple sources, such as emails, call transcripts, notes, and integrations like Zoho Desk and Zoho Survey. Select your data sources so Zia can fetch the insights you need.

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Profile customers based on their sentiments

Identify customers' sentiments towards your brand based on their responses across emails, surveys, calls, and other supported channels. Use their sentiments to profile them into promoters or detractors and incorporate the necessary measures.

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Gauge how you stack up against competitors

Monitor customer mentions about your competitors and zero-in on their positives and negatives. Assess these traits and infer how customers perceive you in comparison with your competitors.

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Related resource:

Get a deeper look into Zoho CRM's VoC capabilities with this ebook: Voice of the Customer in Zoho CRM: A detailed overview

Extract customer feedback through survey comparisons

Compare multiple surveys and analyze what has delighted customers or disappointed them. Plan relevant business strategies to improve overall customer satisfaction.

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Review your cross-sell strategies

Measure the effectiveness of your cross-selling initiatives using customer responses and reactions to those initiatives. Make relevant changes to your cross-selling strategies based on whether cross-sells improve or reduce your sales.

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Market more effectively by segmenting customers

Segment customers based on the recency, frequency, and the monetary value of their purchases. Provide them with relevant products and services in line with their purchase patterns and behaviors.

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Derive valuable insights from call correspondences

Derive key insights from customer calls, such as the top keywords your reps and customers use. Review call transcripts to evaluate how your reps communicate and identify customer perceptions.

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Achieve your sales forecasts on time

Gather customer emotions and feedback with respect to your forecasts. Analyze what went right or wrong, take corrective actions, and prevent future mistakes, so you can achieve your business targets more smoothly.

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