Zoho for Business Services
We help leading business services companies connect and optimize their global operations in the cloud with Zoho
You want all of the benefits of running your service-based company in the cloud using Zoho
Real-time sales access to customer profiles and online activity
Digital delivery of services based on customer behavior
Insights into financial, resource utilization and business growth
But you want to make sure everything is integrated and automated so you can scale cost-effectively.
In other words, you want a customer-centric, automated, and scalable service-based business.
Did you know?
Businesses that respond to a sales lead within 1 hour (using an integrated website, CRM and marketing automation system) are nearly 7 times more likely to close the lead
According to keap.com
And, a recent study by Infosys found that consumers say personalization plays a key role in their purchasing decisions.
In the financial services industry, it’s especially important that clients get personalized and relevant information and products. That’s why it is so important for financial institutions to use a cloud-based CRM database with personalization and set it up properly so sales reps have real-time access to in-depth client profiles and customers have moment-of-need access to relevant financial products and services.
We get it!
Some of the best practices we’ve implemented to help our business services clients thrive
Website integration with automated assignment of leads
KPI-based reporting and analytics to drive strategic service-industry initiatives
Single inbox for all customer communications even from multiple social sites (exclusively through our Connect App)
Business services workflow enablement with real-time sales rep dashboards to monitor performance
Streamlining lead follow-up for a consulting firm by integrating phone extensions to communicate directly through Zoho CRM, enabling efficient administration of contact interactions