Sales force automation software for enchanced sales productivity

Your sales team deals with time-consuming but important tasks such as scheduling sales appointments, sending follow-up letters and emails, tracking contacts, and updating sale opportunities. Zoho CRM automates these mundane sales processes and empowers your sales reps to concentrate on creating and nurturing leads, closing deals, and growing your customer relationships. Enable salespeople to quickly generate estimates and speedily turn them into proposals, quotes, and then orders when a deal is signed.

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  • SALES FORCE AUTOMATION
  • Lead Management
  • Deal Management
  • Account Management 
  • Contact Management 
  • Workflow Rules
  • Macros
  • Assignment Rules
  • Partner Portals
  • Forecasting
  • Sales Analytics
  • Mobile Apps
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Lead Management

Generate, organize, and manage leads with ease

Don't get bogged down by the sheer number of leads in your system. Use Zoho CRM to automate lead generation from multiple sources, like websites, chats, social media, and trade shows. With lead scoring, distribute lead them to the right reps and ensure you don't miss out on converting quality leads. 

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Zoho CRM lead management software - SFA
Deal Management

Get complete visibility of your deal pipeline

Zoho CRM helps you visualize your deal pipeline in a multitude of ways, making it easier to get a complete hold of all your deals in progress. With a powerful analytics engine inside Zoho CRM, you can also analyze your past unsuccessful deals, get useful insights, and reduce the chances of losing out on valuable deals.

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Zoho CRM Deal management software - SFA
Account Management

An integrated approach to customer account management

When you have all your account-based information in one place, you can automatically execute your key account management functions better. Zoho CRM offers a range of sales account management features for sales reps to understand their customers' needs better, address their pain points, execute account-specific activities, and greatly improve their relationship with customers.

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Zoho CRM Account management software - SFA
Contact Management

A better way to engage with your contacts

About 96% of purchasing decisions are based on the initial conversations that sales reps have with their contacts, and they usually have just one chance to get it right. As a sales rep, prospecting with your contacts is about to become a whole lot easier with Zoho CRM's best-in-class contact management features. Manage your contacts, keep track of your interactions, communicate from within the comfort of your CRM, and turn every first-time buyer into a customer for life.  

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Zoho CRM Contact management software - SFA
Workflow Rules

Automate routine tasks and save more time

Your sales team doesn't get paid to mess around in your CRM, they get paid to close more deals. With Workflows, you can automate all of your operational and data entry tasks which take up most of your sales reps' time like sending email notifications, creating tasks, and updating fields. 

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Workflow Management - Zoho CRM SFA
Macros

Macros to make your sales run like clockwork

Macros let you trigger a set of actions for routine activities that you would usually execute manually. With a single click, use macros to send an email simultaneously, update a record, and create a task. You can combine multiple actions in a single macro and apply them to a bunch of records at the same time. 

Macros for sales force automation - Zoho CRM

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CRM Sign up - Zoho CRM Free trial
Assignment Rules

Automatically route leads based on your rules

When you have a large sales team, especially working in the field, a lot of leads are lost in transition or delayed in getting followed up. Zoho CRM automatically routes leads to the best rep for the job on the basis of zip code, product of interest, lead score, or any other criteria relevant to your business. 

CRM assignment rules - Zoho CRM sales force automation
Partner Portals

Help your partners close more deals

Your partners should get the level of information about a customer that they need to close their deals. Through Portals, Zoho CRM helps your channel partners get actively involved in your sales and easily share information across your organization. Create opportunities, work together, close more deals, and improve your chances of winning repeat customers with an integrated CRM platform for your partners and your business.

Partner Portals - Zoho CRM
Forecasting

Get a realistic prediction of your future sales revenue

Zoho CRM combs through your CRM data for past and current sales trends and gives you accurate sales forecasts that you can rely on. Break down forecasts based on individual sales reps, teams, or geographical territories based on past deals. Data-driven insights allow sales managers to set more realistic targets and run more profitable campaigns.  

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Zoho CRM Forecasting - sales force automation software
Sales Analytics

Leverage analytics to improve your business's bottom line

Analyze your sales activities at the click of a button. With our built-in reporting and analytics module, you’ll spend less time crunching numbers, and more time negotiating the challenges and opportunities that your team is facing. 

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CRM Analytics software - Zoho CRM SFA
Mobile Apps

Make more sales on the go

Close deals on the go. Log activities and collaborate with sales teams from any mobile device. View leads, opportunities, and follow-up actions, or share content with clients and prospects.

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Mobile CRM app for SFA - Zoho CRM

Integrate with your favourite products

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joeykelly

We don't fall behind any of our follow-ups. Our favorite feature about Zoho CRM was that it could accommodate our needs, set tasks for us, and inform our sales team of who they need to contact so they could prioritize them.

Joey KellyManager, CG Arena.
SALESFORCE AUTOMATION
  • Lead Management
  • Deal Management
  • Account Management 
  • Contact Management 
  • Workflow Rules
  • Macros
  • Assignment Rules
  • Partner Portals
  • Forecasting
  • Sales Analytics
  • Mobile Apps