Online Sales Force Automation & Tracking

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Zoho CRM helps the sales force, executives, and management with sophisticated sales force automation tools such as, lead generation & qualification, pipeline analysis, sales stage & probability analysis, competitor analysis, real-time forecasting, quota management, reports & dashboards and other useful metrics. These functions give a business an opportunity to completely focus on the customer life-cycle (lead generation - acquisition - conversion - retention - loyalty) rather than sales process, thus increasing revenue.

With the Zoho CRM sales force automation (SFA) software, you can accurately track all business opportunities and close more deals in less time. Additionally, you can identify bottlenecks in the sales process in advance and effectively utilize the existing customer data for future cross-selling and up-selling opportunities.

B2B Process - Sales Force Automation

Sales Force Automation Modules

• Manage Leads
• Track Sales Opportunities
• Manage Accounts
• Manage Business Contacts
• Follow up Sales Activities
• Forecast Sales
• Generate Sales Quotes

• Automate and accelerate lead management (lead generation - qualification - conversion - sales opportunities)
• Capture leads directly from your Web site using Web-to-lead form and manage effectively in Zoho CRM
• Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
• Set up lead assignment rules to automatically assign sales-ready leads to the sales persons
• Qualify leads to next stage based on the information captured in lead details. Once leads are qualified for prospecting stage, convert them into sales opportunities, accounts, and contacts with a single-click
• Customize Sales process for B2B and B2C business scenarios
• I want to learn more about lead management

• Track all sales opportunities end-to-end in a sales cycle
• Import Sales opportunities from other Business/CRM solutions and services
• Associate Sales opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities (360-degree view)
• Track competition on each business opportunity
• Analyze the sales stage and probability of winning deals
• Analyze the Sales Funnel and eliminate any bottlenecks in the sales process
• Alert the intended audience in your organization when a big deal closes (big deal alert) or is nearing completion
• Set up sales escalation process through Workflow rules to reduce the bottlenecks in the sales automation
• Generate sales quotes, orders, and invoices from the sales opportunities
• Export opportunities to spreadsheet software to analyze the sales pipeline and quickly identify the bottlenecks if any
• I want to learn more about opportunity management

• Track all accounts and related contacts, opportunities, and other details from a common repository
• Specify parent-child relationships between accounts and their subsidiaries or other divisions.
• Generate quotes, sales orders, and invoices for the accounts
• Track purchase history of the customers and analyze opportunities for up-selling and cross-selling in future
• Identify referrals from accounts and contacts for promoting new products and services
• Store account and contact-related notes and documents in the account history
• Export accounts to spreadsheet software to analyze the buying patterns of a customers and set up loyalty programs
• I want to learn more about account management

• Track all contacts and related sales opportunities, sales activities, and other details from a common repository
• Manage hierarchy of contacts within your customer company to have a better coordination while dealing with customers
• Import sales contacts from external sources and other business applications
• Set up contact assignment rules to automatically assign contacts to the sales force in your organization
• Synchronize contacts between Zoho CRM and Microsoft® Outlook® using the Zoho CRM Plug-in for Microsoft Outlook
• Create Mail Merge documents using the Zoho CRM Plug-in for Miscrosoft Office
• I want to learn more about contact management

• Log all important customer-related emails into your CRM account for a quick reference in future
• Store customer meetings and calls in an intuitive calendar
• Manage daily tasks of the users to have a streamlined sales process
• Invite CRM users, leads and contacts for public events
• Set up recurring events with daily, weekly, monthly and yearly frequencies

• Estimate how much revenue you can generate in each fiscal year
• Identify the sales persons who met their targets for fiscal quarter/year
• Predict the revenue generation for the forthcoming quarters
• Create fully customizable forecast reports and dashboards
• I want to learn more about sales forecasting

• Track outstanding sales quotes from your prospect Accounts
• Add line items to the quotes and update sub-total, taxes, adjustments, and grand total amounts
• Select different prices for the same product as per your customer segmentation
• Create printer-friendly sales quotes and send to the prospects through Zoho CRM inbuilt email service
• Customize sales quotes as per your organization's requirements

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