Zoho requires set up and training to use, but you get features you won’t find in Nimble or Insightly, like email marketing, custom reporting, customer service case management, invoicing and more.

Zoho is a customizable CRM that offers many of the same capabilities as Salesforce but for a fraction of the price ($20 per user per month vs. $125 for salesforce). What this means is you can adjust the layout, change data fields and even add or remove features to your liking. You can build entirely custom pages from the admin panel, or integrate other Zoho apps with a single click to get tools like project management, accounting, website visitor tracking and more.

Comparing to other similar CRM software like insightly:
Insightly doesn’t offer the same level of reporting capabilities as a product like Zoho. Insightly don’t allow you to customize the layout, data entry or workflow rules as well as you can with Zoho or Salesforce. Also There’s no marketing automation tools.

You get extensive functionality of Marketing Automation when leveraging ZOHO CRM – the top CRM solution for small and midsize companies, for your business. Weoffer solutions and services that help clients implement Marketing Automation solutions.

ZOHO CRM offers useful marketing tools like Campaign management, Email marketing, and Web Forms (to generate leads, contacts, and cases) integrated with your website. It provides robust CRM integration between sales and marketing activities. It increases the volume and improves the quality of lead generation, thus providing better return on your marketing expenditure. Its reports and analysis dashboards provide intuitive insights for measuring the performance and effectiveness of the campaigns

Features of Zoho Marketing

Campaigns Campaigns refer to the marketing process which is planned, executed, distributed and analyzed. Clients can Create Campaigns and Add Campaigns to Leads/Contacts.

Web Forms Web forms will help you to capture leads contacts and cases online. In Zoho you can Set up multiple Web Forms, Can Insert Captcha and create Auto Response Rules to the forms.

Email Marketing You can Use emails to reach numerous customers by sending mass emails and use autoresponders to follow up with the customers. Zoho helps you with Sending Mass Emails, Schedule Mass Emails, and also Setup Autoresponders.

Zoho CRM for Sales Team is an ideal solution for lead generation, qualification, opportunity and pipeline management. Zoho CRM provides complete sales force automation solutions for your sales team. We offer solutions and consulting services to implement Zoho for –

Lead generation & qualification
Sales pipeline analysis
Sales stage & probability analysis
Competitor analysis
Real-time sales forecasting
Automated assignment based on rules and workflow

These functions enable you to track complete customer life-cycle (lead generation – acquisition – conversion – retention – loyalty), thus increasing sales revenue.

The cloud based CRM solution from ZOHO enables you to accurately track all business opportunities and close more deals in less time, thus reducing your sales cycle .It enables the sales team and management to collate data , analyze thereby effectively utilize existing customer data for future cross-selling and up-selling opportunities. It helps identify problem areas in your sales cycle and take effective action. It helps in management review through intuitive dashboards and reporting

Assignment rules and workflows automate the sales cycle, reducing the paperwork of your sales team.

Features of Zoho CRM

Leads Leads are raw details about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other marketing campaigns. Zoho offers functionality to Create Leads, Associate Leads, Convert Leads, Approve Leads and assign leads using Lead Assignment Rules.

Accounts Accounts are companies or departments with which you plan or have business dealings. In Zoho you can Create Accounts and Associate Accounts.

Contacts Contacts are people in an organization with whom you communicate in pursuit of a business opportunity. Zoho enables you to Create Contacts, Associate Contacts, Approve Contacts and assign contacts using Contact Assignment Rules.

Potentials Potentials are business deals with companies or people that generate real revenue for your organization. You can create Potentials, Associate Potentials, Manage Stages, and set Big Deal Alerts.

Forecasting Forecasts are factual insight for fine-tuning the sales process in your organization. End users can Create Forecasts, Set Fiscal Years in Zoho.

Pulse Follow the records that are most important to you and keep track of the activities associated to them. In Pulse you can Set Field Configuration, Follow or Unfollow Records and View History of Updates.

19 Mar 2015

Zoho crm is one of the most cost effective small business CRM programs focused for Small and Mid size businesses. It offers almost all of the key functionalities of leading Customer management applications at a fraction of a cost. Zoho is an effective CRM tool that helps streamlining your organization-wide sales, marketing, customer support, and inventory management functions in a single system

Leverage ZOHO CRM to automate and increase your sales productivity, better service to customers resulting in increase in sales and service revenue

Zoho CRM is a web based CRM Tool , fast and easy to deploy, pay-as-you-go solution with no hardware and installation requirements. It offers a free edition with limited users and functionality and multiple paid options . Once can easily upgrade or downgrade between versions as per requirement, any time

ZOHO customer relationship management software offers the following key modules –

Sales Force Automation – Lead management,potential management, customer/account management, Forecasting
Marketing Automation –campaigns, templates etc
Contact management
Order management
Inventory management
Customer Support
Vendor management
Activity management
Workflow Automation
Website Intergration
Billing and Payment Management
CRM Analytics and Reporting

ZOHO CRM is an integrated , multichannel CRM that can be accessed on web or on your mobile . It can be integrated seamlessly with your website, google apps, Microsoft exchange etc