Everything You Need to Know About Zoho CRM Before Making a Decision for Your Business

Zoho CRM, formerly known as Zoho SalesIQ, is a cloud-based platform that allows you to keep track of your business’s contacts, whether they’re leads or current customers, and all of the interactions you have with them, from emails to phone calls to conference calls. It’s most commonly used by companies in the B2B space and can integrate seamlessly with popular accounting software such as Quickbooks and Xero. But does it work for everyone? Read on to find out everything you need to know about Zoho CRM before making your decision.

What is CRM software?

CRM stands for customer relationship management. It is essentially the software that helps businesses keep track of their customer’s needs, personal data, and purchases. The software also aims to identify a company’s top customers and make it easier for salespeople and managers to share information about potential clients.

Zoho CRM is perfect for small-medium-sized businesses because of its easy usability, collaboration features, and price point.

Why use Zoho CRM?

Zoho is a great choice for both small and large businesses, as well as non-profits, startups, and everyone in between. It’s not just inexpensive (both in monthly cost and purchase price), but it has everything you’ll need to stay on top of your team communications with features like Google Calendar integration, Gmail Auto-responders and Mail Merge Templates. Plus, there are two free mobile apps: one that syncs with the web version of Zoho; another for use on the go.

How much does it cost to use?

Zoho CRM is offered at two price points–a free plan or a premium. For the free version, you get limited features, including the ability to store unlimited contact information and email templates. If you need more features than what’s included in the free option, then there is a pricing package that is specific for your type of business: either small, medium, or enterprise-level.

Features Overview

Zoho CRM offers many benefits, including a 60-day free trial and 15 different pricing tiers. It’s possible to customize the features of your software with add-ons and integrations. While some people may be turned off by the price of this software, its other features make it worth every penny.

Marketing Tools

Marketing is the lifeblood of any successful business and you need the right toolkit to handle it all. Zoho can help, but only if it’s what your business needs. It’s very affordable and incredibly easy to learn, but some businesses may need more in-depth features, like customer relationship management software.

Pipeline Analytics and Tracking

Pipeline Analytics and Tracking in Zoho CRM is one of its most powerful features, but it can also be somewhat tricky to get started with. If you want to use this tool, make sure that you set it up the way you want before adding your contacts. That way, you won’t have to worry about losing data after importing your contact list into the program.

Customization Capabilities

Zoho CRM’s customization capabilities are one of its most popular features. The customizable design allows you to create your own dashboard with all the information you want and need in an easy-to-navigate layout. This feature makes it so that each person will have their own customized view and easy access to what they’re looking for.

Reports and Dashboards

Managing all of your clients can be difficult with one central database. Thankfully, there are many different programs and applications that let you do just that! One such option is called Zoho CRM. With this program, you have the ability to work with customer data through various reports and dashboards. The program helps you identify new leads and find out which clients want the most from your company.

Security, Privacy, and Support

Security is an important factor in any cloud-based CRM. After all, your data and business are at stake if your software isn’t secure. So make sure that the security of your system is at least equal to the industry standard (the industry standard would be AES 128-bit encryption). Likewise, you need to know that your data is encrypted with both software and hardware locks, and it can only be accessed by company employees. And last but not least, don’t forget about customer support.

Additional Resources

There are plenty of CRMs available, but not all of them are right for your business. If you’re deciding which one is right, here’s everything you need to know about Zoho CRM before making the decision.

*A WORD OF CAUTION*: If you’re looking for a cheap CRM system and are willing to sacrifice usability and the user experience in order to save some money, then this probably isn’t the software for you.

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