Zoho CRM Sales Force Automation

Zoho CRM Sales Force Automation

Zoho CRM enables- the sales force, the management, and the executives, with sophisticated sales management functions, such as lead generation & qualification, Sales pipeline analysis, Sales stage & probability analysis, competitor analysis, real-time sales forecasting, sales quota management, reports, dashboards, etc. These functions give them an opportunity to focus more on the customer life-cycle (lead generation - acquisition - conversion - retention - loyalty) than on the sales process thereby increasing sales revenue.

With the Zoho CRM sales force automation modules, such as leads, potentials, accounts, contacts, and sales-forecasting, you can accurately track all the business opportunities, close more deals in less time, identify bottlenecks in sales process in advance, and effectively utilize the existing customer data for future cross-selling and up-selling opportunities.

• Lead Management
• Opportunity (Potentials) Management
• Account Management
• Contact Management
• Activity Management
• Sales Forecasts
• Sales Quotes

Lead Management

• Manage leads end-to-end (from creating leads to converting them into opportunities)
• Capture leads directly from your Web site using Web-to-lead form and manage effectively in Zoho CRM
• Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
• Set up lead assignment rules to automatically assign leads to the sales force in your sales organization
• Qualify leads to next stage based on the information captured in lead details. Once leads are qualified for prospecting stage, convert them into sales opportunities, accounts, and contacts with a single-click
• Customize lead management process (B2B and B2C business scenarios) as per organization sales process
• Support for Skype within leads and contacts data. Telephone numbers or Skype user names stored in leads and contacts can be automatically dialed with a single click
• Standard reports and dashboards bundled for a fast learning curve. You can also create fully customizable lead reports and dashboards.
• Export leads data to spreadsheet software for further analysis

Opportunity Management

• Track all sales opportunities end-to-end in a sales cycle
• Import Potentials from other Business/CRM solutions and services
• Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities (360 degree view)
• Track competition on each business opportunity
• Analyze the sales stage and probability of winning deals
• Intuitive Sales Funnel chart to analyze the pipeline and eliminate any bottlenecks in the sales cycle
• Alert the intended audience in your organization when a big deal closes (big deal alert) or is nearing completion
• Set up sales escalation process through Workflow rules to reduce the bottlenecks in the sales cycle
• Generate quotes, sales orders, and invoices from the potentials
• Export opportunities to spreadsheet software, such as Microsoft® Excel®, OpenOffice® and others to analyze the sales pipeline and quickly identify the bottlenecks if any

Account Management

• Track all accounts and related contacts, opportunities, cases, and other details from a common repository
• Specify parent-child relationships between accounts and their subsidiaries or other divisions
• Generate quotes, sales orders, and invoices for the accounts
• Track purchase history of the customers and analyze opportunities for up-selling and cross-selling opportunities in future
• Identify referrals from accounts and contacts for promoting new products and services
• Store account and contact-related notes and documents in the account history
• Export accounts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the buying patterns of a customers and set up loyalty programs

Contact Management

• Track all contacts and related opportunities, cases, activities, and other details from a common repository
• Create the hierarchy of contacts within a company to have a better coordination while dealing with customers
• Import contacts from external sources CRM and other business applications
• Export contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
• Synchronize contacts in the Zoho CRM with Microsoft® Outlook® using the Zoho CRM Outlook Edition

Activity Management

• Add all important customer-related e-mails to your CRM system for quick reference in future
• Store all the details of customer meetings and calls in an intuitive calendar
• Manage daily tasks of the users to have a streamlined sales process

Sales Forecasts

• Estimate how much revenue you can generate in each fiscal quarter/year
• Identify the sales persons who met their targets for fiscal quarter/year
• Predict the revenue generation for the forthcoming quarters
• Create fully customizable forecast reports and dashboards

Sales Quotes

• Track outstanding quotes from the quotes list view
• Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts
• Select different prices for the same product as per customer segment
• Create printer-friendly Sales Quotes and deliver to the prospect customers through inbuilt E-mail service
• Create Sales Order or Invoice with a single click from the Sales Quote
• Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect
• Display quotes related to accounts under the related list
• Customize Sales Quote fields as per your organization's requirements