Simplify your
sales cycles
Starting with the first touchpoint and going all the way to deal closure, let your CRM start moving the wheels of your sales cycle. When a prospect enters details into a webform to sign up on your website, workflows in Zoho CRM will trigger an automatic welcome email to the lead. Based on the location and the preferences the prospect provides, Zoho CRM will also find a salesperson that best matches the client and automatically assign the lead to them. Using workflows, you can automate an email asking to schedule a call with the prospect to understand their needs and take the discussion forward. Zoho CRM's AI assistant, Zia, can transcribe calls to help you deliver a personalized experience the next time you interact with the prospect. You can also get a consolidated view of all deals across different stages of the sales pipeline using the Kanban view to determine what action to take next.
Zia is also able to analyze all your workflows and suggest similar ones to automate other tasks, as well as detect anomalies in your workflows to point out bottlenecks that are potentially holding you back from getting the most out of the platform. You can generate reports—an often dreaded task—within seconds using consolidated dashboards that give you a clear idea of all your deals and their stages. Zia can help analyze this data, which makes decision-making as easy as it gets.
Maximize conversions
Now that the mundane tasks of your sales cycles are automated, you can focus on what you're best at: selling. With Zoho CRM at your disposal, you can make sure you hit the bullseye each time you interact with a prospect. You might get leads from multiple channels, your website, social media, and even customer referrals. So many leads to handle and only so much time! Zia can help you decide which leads to focus on by scoring them; the higher the score, the greater the chance of converting them. So you can maximize your sales by allocating your time and energy towards the right leads. Additionally, Zia can suggest the best time to contact each customer to help you break the vicious cycle of missing and rescheduling calls and get through your customer in a single go.
Zia can also enhance the information you have on your clients by fetching more information about your clients from public domains, like email addresses, company websites, and social media profiles. With workflows and tasks, you can create a series of automated actions, like sending emails to your inactive leads so that no lead slips through the cracks. You can draft emails to prospects in seconds with OpenAI's ChatGPT integration in Zoho CRM, and perfect them with built-in email analytics. Zoho CRM's email analytics give you a detailed report on each email's performance, including suggestions from Zia on what can be improved.
Retain clients
like a pro
Developing lasting relationships is the key to having a happy paying customer. Zoho CRM is equipped with the tools you need to ensure your customers are looked after while you focus on newer accounts. You can make sure you stay in touch with older accounts every once in a while by setting up reminders and automatically triggering emails every couple of months. By enabling sentiment analysis, you can also get a report on what the customer's tone has been in recent emails, as well as look for and fix anomalies, if any.
To make sure your competitor doesn't poach your customer, you can enable competitor alerts to ensure you're notified each time a customer mentions one of your competitors so you can do the needful right away. By creating customized dashboards and voice of customers, you get real-time reports on how satisfied your customers are with your services and can keep your churn in check.
Ace your upselling
Acquiring a customer isn't easy. Once you make a sale and manage to retain a customer, what next? You try and get them to upgrade to a better version or buy an add-on to the product. This ensures your customer stays with you for longer while you diversify the revenue you generate from the customer across multiple products. With Zoho CRM's configure price quote (CPQ) feature, you can create a custom quote in seconds and send it to a customer. You can also quickly modify the quote within your CRM and finalize the deal immediately. It's a win-win for everyone!
In some cases, you may only happen to stumble upon opportunities with customers, but it might not be the same with everyone. With account-based insights, you can distinguish the business you get from different customers based on filters (like industry) and even narrow it down further to find the top customers in that industry. With this kind of information at your disposal, you can target higher-paying accounts and focus on upselling to them.
