Get clear pipeline visibility
Pull data from multiple sources into your CRM. Automate the consolidation of lead information, interaction history, and deal stages, so you have a complete picture of your sales funnel at all times.
Free up your sales reps
Your sales reps don’t need to spend any more time on administrative tasks like data entry, scheduling follow-ups, and generating reports. Reclaim their time by creating automated workflows for repetitive processes.
Ensure effective handoffs using automation
Automatically assign leads to the right reps based on region, expertise, or workload. Ensure leads are handled by the right reps at the right time, minimizing drop-off.
Implement automation across every stage of the sales cycle
- Lead management
- Sales pipeline
- Customer engagement
- Analytics and reporting
Lead management
Effective capture and handoff
Automatically capture leads from multiple sources and send them to the right sales rep to ensure no potential customer falls through the cracks.
Lead scoring
Assign higher scores to leads based on custom criteria. Automate workflows that ensure your sales team prioritizes those leads in order to put a spotlight on the most promising opportunities.
Lead nurturing
Trigger personalized follow-ups based on lead interactions. Nurture prospects with timely, relevant communication.
Sales pipeline
Accelerate deal progression
Automate quote generation and approval workflows. Reduce as much friction as possible to breeze past stages, all the way up to “closed-won."
Automate assignments
Set up automated task assignments and reminders, keeping your team organized and focused on critical activities.
Close deals faster
Automate workflows that trigger contract creation and e-signature requests. Close deals faster with a seamless paperwork process.
Customer engagement
Lead nurturing
Deliver the right message at the right time. Set up automated email sequences for prospects based on which stage of the funnel they're in.
Consistent communication
Automatically schedule follow-up calls and meetings. Maintain consistent communication with your prospects throughout the sales cycle.
Preserve context
Pull in prospect interactions from multiple platforms. Ensure your sales team members are always aware of the entire communication history of prospects, so they can follow up accordingly in subsequent interactions.
Analytics and reporting
Track sales performance in real time
Set up workflows to track key sales performance metrics in real time. Receive alerts for changes in revenue, conversion rates, and quota attainment to stay updated on sales performance.
Generate sales reports
Integrate your CRM and reporting tools to generate custom sales reports. Ensure sharing of reports on a fixed schedule, so that key stakeholders receive timely updates.
Trigger alerts for key metrics
Receive automatic alerts for important metrics. This way, when key metrics like new leads or conversions drops below a predefined limit, you can immediately take remedial action.
Discover how Yellow Africa used Zoho Flow to streamline approval management and increase sales by 50%
Read case study"Zoho Flow has been a game changer for us, providing instant and accurate data that keeps us on top. It's like a coach for our agents, quickly briefing them on their goals—and that's turbocharged our sales by 50%. It doesn't sweat dealing with 60,000+ daily triggers from Upya and 5,000+ Mobile Money transactions.
Ben Walwyn
CTO, Yellow Africa
Connect your sales apps with Zoho Flow
Onboard all your sales team members to Zoho Flow, so they can connect the apps they use every day and automate specific workflows.
Explore by apps- Unlocking seamless connectivity within the Zoho ecosystem
- Bridging the gap between Zoho and external platforms
- Adopting the Zoho suite of apps with confidence
