The sales enablement tool every team needs

You can't just rely on your sales team's motivation to win deals. You have to empower them with the right sales tools. Spend less time trying to win each deal. Zoho CRM brings you all the necessary sales enablement tools to execute the job in the most efficient way possible. Selling will never be a struggle again!

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  • SALES ENABLEMENT
  • Finance
  • Documents Library
  • Portals
  • Wizards
  • Calendar
  • SalesInbox
  • Zoho Meeting Integration
  • G-Suite and Office 365
  • Alerts and Notifications
  • Mobile
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Finance

Take charge of your finance within CRM

The way you present data during your sales cycle adds to your customer's experience. Zoho CRM's integration with the Zoho Finance Suite allows your sales representatives to instantly generate quotes, sales, or purchase orders from Zoho CRM. Grant your team access to the added benefits of expense, inventory, and subscription information from within Zoho CRM to help them skip the hassle of shuffling between different software applications.

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Documents Library

More access, visibility, and control over sales content

Never get stumped by a question from a client or teammate again. With Zoho CRM's sales content management tool, you can always know where a sales script, comparison sheet, product feature list, or any other essential document is stored in your 1GB space (expandable to 100GB with certain editions). Add, edit, or resolve comments to update information instantly and collaborate with ease. Leverage the mass email feature to reach out faster, and use email templates to add variety. Free integrations with Zoho Writer and Zoho Show empower you with sales enablement tools to create shareable documents and presentations from the comfort of your CRM. 

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Portals

Empower customers, vendors, and partners with Portals

Collaborations are an integral part to the growth of a business. Zoho CRM comes with in-built sales enablement tools that simultaneously allows you to manage vendor and partner relationships. Grant customers, vendors, and partners access to certain modules to enter information with Portals. Personalize access to add, view, edit, or create documents related to personal details. For instance, a customer can edit their billing and delivery addresses using Portals. Update your stock preferences for the quarter, or analyze the bi-annual performance of your chain of franchise outlets. Reinvent the shopping experience for your customers with the stunning Canvas view.

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Wizards

Change the way you capture customer information with Wizards 

Capturing and pushing customer data into a CRM can cost your salespeople a substantial amount of time and energy if it isn't done right. With Wizards, you can create sequential forms that dynamically guide your sales reps depending on what data is entered, and trigger automated actions when forms are submitted. This allows your sales team to quickly capture high-quality customer information and stay productive.

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Start selling smarter, better and faster

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Calendar

Make the most of your sales team's time

Your Zoho CRM calendar lets you plan out your day, week, or month meticulously with just a click. Stop waiting to hear back from users about the most convenient time. Simply select the users you want to collaborate with and view their calendars for available slots. Anyone with access can create events instantly with information about the time, duration, location, and host. Call a prospect directly from your calendar and skip the hassle of hunting for phone numbers. Sales representatives can fine-tune their scripts by tracking the volume, duration, and typically asked questions from their notes in CRM with the call log. Sync your Google, Office 365 and Apple calendars to get a consolidated view of your events on a single application, accessible on any device at any time.

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SalesInbox

Prioritize and respond to sales emails

SalesInbox is powered to help you sell smarter by prioritizing the emails that are most likely to turn into revenue. Simply drag and drop to convert leads into contacts, and compare deals based on multiple parameters in the same view. You won't have to guess why a campaign hasn't worked since Zoho CRM's easy-to-use sales enablement software will narrow down all the factors for you. Use data to learn what information, writing, or design elements clicked and what went unnoticed by your prospects. 

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Zoho Meeting Integration

Conduct online meetings with leads and contacts 

Manage all your virtual discussions in real time with the Zoho Meeting integration. Launch your web conferences with just a click from within Zoho CRM. Access email templates and invite participants via email to keep them updated. In case they miss it, share links to access videos of recorded meetings.

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G-Suite and Office 365

Available Integrations 

Experience the best of G-Suite and Microsoft Office 365 functionality within Zoho CRM. Stay focussed on winning deals rather than shuffling between multiple applications with centralized access to features you work with on other platforms.

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G Suite 

Zoho CRM integrates seamlessly with Google's offerings. Attach documents from Google Drive, export events to Google Calendar, add contacts from Google Contacts, and configure Gmail directly from Zoho CRM. Enjoy the familiarity of Google with the efficiency of Zoho CRM.

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Office 365

Zoho CRM makes data migration from Microsoft Office 365 hassle-free. Just install the Zoho CRM app to begin seamless data synchronization between the two applications. Import user data and sync your calendar, tasks and contacts in no time.

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Alerts and Notifications

Stay updated. Stay ahead.

Deals are won with the help of timely information on customer actions, organic interactions between teammates, and smart predictions based on how you've been approaching every task. Zoho CRM gives your sales team access to all three!  

Sales Signals

Get real-time notifications of customer interactions with your brand across multiple channels with SalesSignals.

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Feeds 

Collaborate with your team, make announcements and let them know where you are with check-ins and geotags via Feeds.

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Zia

Get key business information such as expected revenue, 'best-time-to-contact' from your very own AI-powered sales assistant, Zia.

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Mobile

Sell on the move

Zoho CRM's mobile app provides your sales team with a user-friendly platform that supports easy sales processing and information sharing. The app equips sales representatives with key data and sales materials to make well-informed decisions from anywhere, at any time.

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Integrate with your favourite products

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Anybody can use Zoho.The interface is straightforward, and the initial trial setup took very little effort. Zoho had all of the functionality that we could ever need, at a fraction of the cost of Salesforce. It felt much more intuitive, and I was sure we would be very happy moving forward with Zoho.

Ignacio GalarragaCEO, The Netmen Corp
Sales Enablement
  • Finance
  • Documents Library
  • Portals
  • Wizards
  • Calendar
  • SalesInbox
  • Zoho Meeting Integration
  • G-Suite and Office 365
  • Alerts and Notifications
  • Mobile