Zoho CRM Workflow Automation
What is Zoho CRM?
Zoho CRM is the best online CRM system for global businesses of all sizes because it helps you cost-effectively:
Convert more leads
Engage with customers
Grow your revenues
Why Use a CRM: Stats
7 more CRM stats that every business owner should know:
increase in sales conversion rates using CRM software
Cloudswave
Cloudswave
of CRM users claim improved access to customer data
Software Advice
of teams improved their productivity by using a mobile CRM
Forrester Research
more sales reps achieve annual sales quotes with mobile access to their CRM
Aberdeen Group
increase in sales forecasts with CRM systems
Salesforce
say CRM usage improves customer retention and customer satisfaction
Capterra
shorter sales cycles with CRM usage
Nucleus Research
Key Zoho CRM Features:
- AB Testing
- Account Alerts
- Alerts/Notifications
- Analytics/ROI Tracking
- Asset Management
- Business Card/Badge Scanning
- Calendar/Reminder System
- Call Center Management
- Call Management
- Campaign Management
- Cataloging/Categorization
- Channel Management
- Churn Management
- Client Tracking
- Client/Property Matching
We highly recommend you adopt a complete solution to run your business, ideally combining Zoho CRM with Zoho Books, Zoho Inventory, and/or Zoho One.
Zoho CRM Testimonials
Zoho CRM Implementation Done Right
To get the most from your Zoho investment, it’s important to set up Zoho CRM properly. An Ideal Zoho CRM Implementation includes:
1
Optimizing your sales and marketing workflows BEFORE automating them in Zoho
2
Strategically setting up your end-to-end sales and marketing automation system
3
Linking your website to Zoho CRM so you can track online customer behavior
4
Creating an integrated business platform that connects other Zoho Apps (e.g., Zoho Books, Zoho Inventory, and/or Zoho One) to Zoho CRM
5
Training your sales and marketing staff on how to efficiently use Zoho CRM
6
Ensuring Zoho CRM is tracking your key sales and marketing metrics
7
Reducing customer churn by comparing purchasers to non-purchasers
8
Set up and analyze 360-degree view of customers to come up with upsell opportunities
Free Consultation
Not everyone can implement Zoho CRM properly. Choose your Zoho CRM implementation partner wisely. InterConnecta is a certified Zoho CRM implementation provider, a Zoho Premium Consulting Partner, and we are the leading global Zoho consulting services optimizer. Let’s discuss your Zoho CRM sales and marketing workflow automation needs.
Why InterConnecta
InterConnecta doesn’t just connect your business to the cloud. We optimize it first! For more than a decade, InterConnecta has helped more than 500 companies around the world connect and optimize their businesses in the cloud with Zoho including:
Our Unique Methodology
Your business is unique. And, so are your workflows.
For more than a decade, we’ve helped businesses optimize their operations with our Zoho Optimizer Methodology™.
Yes, this is our “special sauce” and how we deliver a custom-fit Zoho solution that leverages our industry expertise and forward-looking apps but is just right for your business.
Discovery
- Business objectives
- Project scope & Estimates
- Blueprints
- Roles & tasks
Customization Recommendations
- Customized alternatives
- Solution recommendation
- Business benefits
- Customer acceptance criteria
Solution Design
- Solution definition
- System structure and customization
- Stories from users
- Entity relationship diagrams
Solution Development
- System configurations
- Continuous development
- Solution demo with customer
Testing and Implementation
- System integration testing
- User acceptance criteria
- Warranty agreement
- Solution rollout
Training and System Adoption
- Personalized training sessions
- Admin and/or user guides
- Process reviews with customer
- System monitoring