Set records with a smart sales performance management (SPM) software

In the business world, there's no better motivation than numbers. Monitoring your sales activity is a crucial step in building a clear understanding of your company's current performance and its future potential. Simply the process with the right kind of software. Enhance your sales pitch with powerful insights, meet changing industry trends and protect yourself against any adverse economic conditions with Zoho CRM.

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  • SALES PERFORMANCE
  • Forecasting
  • Territory Management
  • Multiple Currencies
  • Gamification
  • AI Prediction
  • Analytics
  • Visitor Tracking
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Forecasting

Predict and plan your future

Motivate your sales team with numbers they can chase. Build dashboards with custom views of pending, ongoing, and achieved quotas with Zoho CRM's sales performance software. Track how a region, product, or team is performing by creating forecasts based on territories or hierarchies. Once a quota is achieved, your sales representatives can access forecast history to see past aggregate quotas and deal amounts. Based on the collective data from your forecasts, set realistic goals for your teams and challenge your star performers with ambitious targets.

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CRM forecast and trend tracking to set realistic sales quotas with custom dashboards - Zoho CRM - Sales performance management tool
Territory Management

Categorize your customers, quickly & easily!

Stop sorting through multiple tabs and contact lists to identify which regions or products are bringing in revenue. Set targets for your sales teams after analyzing their performances, and distribute resources accordingly. Zoho CRM allows you to group customers based on regions, products, or any other relevant criteria to help your sales team gain insights that will inform their actions. Once a contact is associated to an account, set up rules based on country, state, district, or product lines to create a territory that auto-populates when you add new contacts that match your rules. You can manually add any related contacts or accounts if you encounter varied billing addresses or remote regions. 

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CRM user segmentation with territory rules by region, department or any other relevant groups - Zoho CRM - Sales performance management tool
Multiple Currencies

Multiply your opportunities with multiple currencies

Get the most out of your brand's global presence by leveraging the value-add of exchange rates to inform your financial planning. Set your home currency and generate invoices for your international clients in their preferred currencies with Zoho CRM's performance management tools. Eliminate any of the losses or complications that often arise from manual conversions or multinational trade with automation, pre-loaded currency values, and associated taxes. Generate reports and discover insights to create competitive pricing plans.

CRM with pre-loaded currencies and exchange rates to facilitate error-free price quotes, invoices, sales orders and deals - Zoho CRM - Sales performance management tool

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Gamification

Gamify your way to more revenue

Everybody loves a good game, especially when there's a prize. Incentivize tasks to get your sales team to chase more deals. From quick follow-ups, lead conversions, and note-taking, every task can be associated with game credits like badges or points. Zoho CRM allows managers to set up rules and let the games begin. As team members challenge each other or other teams to win deals faster, watch your revenue double!

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CRM with customized gamification to support teams in exceeding sales quotas with trophies and badges as rewards - Zoho CRM - Sales performance management tool CRM with customized gamification to support teams in exceeding sales quotas with trophies and badges as rewards - Zoho CRM - Sales performance management tool
AI Prediction

Increase your chances of closing deals & converting leads

Prioritizing your leads and deals can often be a guessing game. Focus your efforts using empirical data from Zia, your very own AI-powered sales assistant. She studies every interaction between you and your prospects, analyzing the response time and the stage of the sales cycle they're in to assign a probability score for each lead and deal. This provides you with a priority-based order of leads to contact and deals to work on that are most likely to bring in revenue.  

Learn more about AI prediction
AI-powered CRM to identify revenue-generating leads and deals by assigning probability scores - Zoho CRM - Sales performance management tool
Analytics

Don't get intimidated by data

In the midst of closing deals and chasing leads, sales representatives go through an overwhelming amount of data. That's why Zoho CRM gives you access to 40 different customizable report templates. If you're uncomfortable with lines of numbers, convert reports to useful visualizations and absorb information through vibrant pie charts, line graphs, and many more customizable layouts. Build convenient dashboards to monitor your sales, marketing campaigns, or engagement stats. Just click a button to send this information to a colleague or group of your choice to study trends. Zoho CRM integrates with Google AdWords to bring you a list of the right keywords to optimize your Click Through Rate and get a better return on your investment.  

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CRM with customizable graphs and charts to view the performance of different teams across product lines and regions - Zoho CRM - Sales performance management tool
Visitor Tracking

Engage with prospects round the clock 

Track your website visitors and engage with them in real time through personalized messages. Away from your desk? Custom-built chatbots can handle initial responses, and pre-defined rules for live chat will keep the conversation going. Tag prospects based on the frequency of their website visits to trigger messages. Stay connected and track visitors via SalesIQ's mobile live chat app with intuitive sales performance software. Your visitors will always feel welcome.  

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CRM to track the number of pages visited, time of visit and location of prospects who visit your website - Zoho CRM - Sales performance management tool

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ianmaelchior

With Zoho CRM, we can now identify metrics telling us information about the health of a certain department, the quality of our leads, and employee performance. We can also identify trends which help us with forecasting.

Ian MelchiorVP of Technology, EcoMark Solar
Sales performance
  • Forecasting
  • Territory Management
  • Multiple Currencies
  • Gamification
  • AI Prediction
  • Analytics
  • Visitor Tracking