All roads lead to Zoho CRM (Customer Relationship Management). When you set up Zoho CRM for your business, it captures and delivers key data to all the apps you would like to send it to. From the first touchpoint on your website, to the invoice at the end of the day, your customer information, history and activity are all tracked and updated in one place.
Imagine what you could do if you could have a pulse on your business’s sales and marketing efforts? How much time would you save if you didn’t have to duplicate that data into your other systems?
Take your sales efforts a step further by interacting with website visitors. View potential clients landing on your website in real time. Use the chat function to reach out to leads that engage with your products or services online. Monitor the success of your website by activating PageSense. Review session recordings of your website traffic by device. See where people are clicking with the heatmap. Optimize visitor experience on your website to drive lead generation.
Manage various social media platforms from one place. Schedule, collaborate and engage with content as a team. Understand the results with consolidated reporting and dashboards across all platforms including: Facebook, Twitter, Instagram, GoogleMyBusiness, Youtube, LinkedIn, Pinterest, to name a few. At the end of the day, see which of your efforts converted into business with Zoho CRM.
Just like other Newsletter software, you can build custom campaigns on Zoho via email, sms or social media. Segment your audience based on information housed in the CRM and make use of the 100s of customisable templates or build your own from scratch with an easy drag/drop interface. Pull through reports to see which of your efforts result in converting a lead and ultimately, new business.
Many times we see businesses that have complex sales and or operational processes that most out-of-the-box CRMs struggle to support. What is worse is oftentimes the team is fully dependent on one individual to use the tool and afterwards any financial data must be manually captured into the accounting system. A compounding nightmare for every scaling business.
Do not fear! Zoho Creator is a low-code tool that can be used to build out even the most complex of business logic. It can be fully integrated into your CRM and accounting package. Some functions we built include: Procurement, Fleet management, Logistics, B-BBEE Supplier Evaluation but really, if you have a spreadsheet and it has formulas, we can build it, create approval workflows and much much more.