Last week we announced our biggest release ever, which included Zoho CRM Plus, Zoho Sales IQ and Zoho Social. This week, we’ve some more new and interesting features that will help you make your company into a customer-focused organization.Close the loop between Ad Dollars and Offline Conversions
The famous lines by John Wanamaker “Half the money I spend on advertising is wasted; the trouble is I don’t know which half” is now passé. Zoho CRM for Google AdWords bridges the gap between the online ad campaigns and lead generation process. It pulls the impressions, clicks, cost, etc., data into CRM, and exports the offline conversion data from CRM to AdWords. So you can now measure a customer’s journey from the ad click to the conversion. This complete cycle – from click to deal – also provides you with the ROI of each ad campaign, giving you a clear picture of the campaigns that are profitable and the ones which are not.
CRM Views – A New Design Approach
At times, you may find yourself working on some trivial tasks leaving you with little or no time to focus on the important ones. The CRM View intelligently scans your customers according to their stages in the sales cycle. It’s categorized based on the leads, customers and potential customers, which gives you a fair idea of the activities that demand your attention. The CRM View is available for Activities, Social and Visits module. Turn Website Visitors into Customers
Website visitors are the hottest prospects for any business. And with Visitor Tracking, powered by Zoho SalesIQ, you get better insights into the online behavior of your target customers such as the pages navigated, the actions performed on each page, the duration of each website visit and potentials associated with them. The CRM View for Visitor Tracking prioritizes the prospects so you can plan your conversations before contacting them.
We already have Facebook and Twitter integration, which allows you to see the posts and tweets from a customer. Now with the new Social tab, you can listen to customer conversations over social media and engage with them right from your CRM account.
The CRM View for Social helps you identify which tweets and Facebook posts are coming from existing customers, from prospects and from unknown contacts. So now you can easily connect with prospects and build better customer relationships without leaving your CRM account.
You don’t have to go by our word. Check out this tweet from one of our early access customers.
@zoho is truly amazing especially with all the new features with the social media tab – @VegasJai
Feeds give you instant insights into what’s happening in your sales pipeline. It takes Sales Tracking to the next level by allowing you to follow prospects that matter the most to your business. A centralized location for communication, Feeds give you the flexibility to work as groups, share attachments, send direct messages and to post statuses.
I realized last week while utilizing my CRM the FEED functionality and how much time this cut off my daily entering. By simply hovering over the contact icon the number, email and description pops up that I last spoke to as well as all the comments made on that contact are shown from anyone who has called on the lead. I can also see my teams calls and notes immediately. I just realized we can attach a file when adding a new comment through feeds. This feed functionality rocks and is by far one of my favorite tools in the CRM.
By integrating Zoho Survey and Zoho CRM, you can regularly schedule surveys, automate and distribute them right from Zoho CRM. The survey results are shown contextually within CRM, giving you better insights on the customers’ needs and to chart out an effective strategy for customer retention.
Manage Projects contextually inside your CRM
Sales activities do not usually end by just winning a deal. You may need to know the progress of a client’s deliverable from a project management system. With the Zoho Projects integration, you can now manage the entire customer lifecycle – right from generating leads to closing deals and executing projects – from one place. Track the progress of a project i.e., the tasks, the milestones and the issues right from your CRM account.
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Check out the availability of these features in your edition here.