Today, customer relationship management (CRM) is one of the most integral parts of businesses, regardless of its kind and size. According to a study in 2021, Zoho CRM occupies the third position in the world CRM software market. The CRM functionalities vary from business to business, and several CRM platforms are available to meet the specific CRM requirements of businesses.
Choosing the best CRM platform suitable for businesses is crucial. Here, let’s delve into Zoho CRM and its advantages for SMEs that may help them to select one of the best CRM platforms available in the market.
What is meant by Zoho CRM?
Zoho CRM is a SaaS (Software-as-a-Service) platform that offers comprehensive CRM solutions. It allows businesses to manage sales, marketing, customer relationship, and other business processes, including HR, leave management, performance management, etc., from a single platform.
The Zoho CRM comprises contact and lead management tools, automated workflows, AI-driven analytical solutions, and more. Therefore, integrating businesses with Zoho CRM helps to improve sales and develop strong customer relationships.
Why do companies use Zoho CRM?
Being a single repository to manage all business processes, Zoho CRM outweighs most of its competitors. Furthermore, Zoho CRM is suitable for businesses of all kinds and sizes, especially SMEs (small and medium-sized businesses), as it is easy to customize to meet their specific requirements without any technical background.
Here are some advantages of using Zoho CRMs:
Easy to customize and use
Zoho CRM can easily be customized according to specific business requirements; it facilitates businesses to focus on the features that are significant to them. For example, businesses can modify Zoho CRM’s page layouts to make the team more engaging, filters to provide a better view of the sales data, etc.
Zoho CRM’s straightforward and easy-to-use interface keeps the Zoho CRM stand apart. Its color schemes allow users to focus on what they intend to do. In addition, the simple menu bar makes it navigate from one page to another easily.
Mobile app version
Zoho CRM’s mobile app provides users access to the data on the go. It also offers offline access to the CRM when the users are in the out-of-network area. In addition, Zoho CRM lets users view the leads from nearby locations and close them on mobile without hassles.
Improve Sales
According to a Zoho study, Zoho CRM contributes a 300% increase in lead conversions and 41% in sales revenue per salesperson. This is because it uses AI-driven analytical skills to prioritize the most promising leads that help salespersons convert them to sales. As a result, it avoids spending time on prospects that may not be a customer.
Better decision-making
With Zoho CRM, businesses can get performance insights and reports based on customer data. As a result, it helps businesses better understand current marketing trends and patterns and make result-driven decisions.
Cost-effective
Zoho CRM is one of the most affordable solutions as it follows the pay-as-you-go method. Therefore, it’s suitable for businesses ranging from startups and SMEs to large enterprises. Zoho CRM reduces manual interventions and increases efficiency by automating workflows.
What types of companies benefit most from Zoho CRM?
Although Zoho CRM is suitable for all kinds of businesses, some companies can most benefit from Zoho CRM. The following are some of them:
Zoho CRM for real estate
Building a proper relationship with clients is a significant part of the real estate industry. Zoho Real Estate CRM is an efficient way to manage contacts and follow-ups and monitor the sales pipeline until the deals are closed.
The features of Zoho CRM for real estate, like omnichannel communication, built-in campaigns, and third-party integrations, allow realtors to build successful real estate businesses. Real estate CRM helps realtors to generate leads, assign tasks to sales reps, automate email campaigns, understand customer behavior patterns, and more.
Zoho CRM for nonprofits
Taking people in confidence and converting them into stakeholders is the first step toward building a successful nonprofit organization. Zoho’s nonprofit CRM offers a stakeholder relationship management system that enables nonprofit organizations to collect the database from different social media sources and acquire more stakeholders and volunteers.
Zoho CRM’s omnichannel helps realtors to be active on social media platforms and build trust among people. In addition, the credible financial management system, customizable templates, secure payment platforms, etc., make Zoho CRM the most credible CRM platform for nonprofits.
Zoho CRM for startups
The success of startups depends on several factors, including lead generation, market analysis, sales growth, and more. Zoho CRM for startups offers a single platform to manage all their business processes, from sales and marketing to production. It helps startup entrepreneurs to focus on the core areas of their business during its beginning stages.
The unique features of Zoho CRM for startups, including automation of routine tasks, market prediction tools, in-depth analysis, etc., give entrepreneurs a competitive edge over their alternatives.
Zoho CRM for field services
Zoho CRM for field services helps several industries, including insurance and finance, manage customer and client records, invoicing and payment histories, and more, all from a centralized platform.
Apart from the above features, Zoho CRM for field services also allows customers to automatically renew their financial payments on time and manage multiple investment and financial plans from one platform.
Zoho CRM for service business
Service businesses are looking for Zoho CRM platforms to meet specific requirements like scheduling and assigning tasks, document management, customer communication, billing and payment, and more.
Zoho CRM for service businesses allows users to customize prospect engagement, segment customers, etc., to drive more sales and, thereby, business ROI.
Conclusion
Zoho CRM incorporates advanced technologies and industry-standard business management tools to help a wide range of businesses, especially SMEs, become successful. Therefore, take steps to customize business processes with Zoho CRM to build solid and profit-driven businesses backed by satisfied customers. Please visit a certified Zoho partner to learn more about the use and advantages of Zoho CRM.
