Zoho CRM Workflow Automation

Sales force automation software for enhanced sales productivity

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

Did you know? The average return on investment for CRM is $8.71 for every dollar spent
Аccording to Nucleus Research

7 more CRM stats that every business owner should know:

0 %

increase in sales conversion rates using CRM software


0 %

of CRM users claim improved access to customer data

Software Advice

0 %

of teams improved their productivity by using a mobile CRM

Forrester Research

0 %

more sales reps achieve annual sales quotes with mobile access to their CRM

Aberdeen Group

0 %

increase in sales forecasts with CRM systems


0 %

say CRM usage improves customer retention and customer satisfaction


0 %-
0 %

shorter sales cycles with CRM usage

Nucleus Research

Key Zoho CRM Features:

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

A highly extendable CRM with small business affordability. Zoho CRM is simple enough to immediately begin improving a company’s sales process out of the box, but powerful enough to create complex workflows, automation, custom solutions, and integrations
Marshall M.
Zoho CRM is the best CRM in the world
Amit R.
Seriously, the best CRM software out there for the money, especially when combined with all their products
Kyle A.
Zoho CRM offers customizable automations to really streamline your work experience. We use this to assign and set tasks for clients plus review employee performance. Highly recommend
Gwen E.
Zoho CRM is much more than a sales app. It makes data connectivity, organization, maintenance, and traceability incredibly easy, if well implemented and used
Aliz G.

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:


Optimizing your sales and marketing workflows BEFORE automating them in Zoho


Strategically setting up your end-to-end sales and marketing automation system


 Linking your website to Zoho CRM so you can track online customer behavior


Creating an integrated business platform that connects other Zoho Apps (e.g., Zoho Books, Zoho Inventory, and/or Zoho One) to Zoho CRM


Training your sales and marketing staff on how to efficiently use Zoho CRM


Ensuring Zoho CRM is tracking your key sales and marketing metrics


Reducing customer churn by comparing purchasers to non-purchasers


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.


  • 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

Ready to Optimize Your Business with Zoho CRM?

Not sure which Zoho app you need?