![]() To help handle all leads efficiently, Zoho allows automatic replies to leads that meet your criteria. Zoho integrates well with other apps such as Survey Monkey, Mail Chimp and has a LinkedIn Sales Navigator and a Google Adwords integrator that also helps to source more leads for your business. If your business is tagged in mentions on social media, Zoho’s Sales Signals will send you notifications in real time to help you engage better and in a timely manner with your clients. Through its Sales Signals feature you can pull web form leads from sources like social media platforms, emails and chats. The CRM is handy if you need lead generation services from a large number of sources. If your business is small and has a few leads, some of these steps can be skipped and new names can b placed into a contact list. The contact’s company at this point is transformed into an account. The most common lead generation process involves turning new customers into leads, and then qualifying them and converting them to contacts. Zoho’s lead management system is flexible to handle various models of business. The Easy Setup feature not only customizes the interface, but allows for the addition of users, and will enable you to manage your personal setting. ![]() Its getting started feature will assist in the contacts, activities, accounts and lead definition. ![]() Zoho’s UI has a launch pad or splash page to guide all new users through the system. Users too can view the historical data of their customers, as well as data on their communications with other users on the platform. The CRM also has a useful search tool that enables the users to query data about specified CRM tasks, to ensure that no user is without guidance. This prior organization will make the system more accessible and usable for other users. As an administrator, you will need to organize the various custom fields and workflows beforehand. The Zoho interface requires loads of customization when starting out. ![]() The home screen also features a drag and drop the customizable widget to help users to create customized home screens (Zoho creator). It has a minimalist look, and it’s home screen can hold 6 to 10 components at a go. Zoho has a revamped UI that is a significant improvement from its older and clunkier UI. Zoho’s Ma i n Features Contacts and users UI The system as mentioned is affordable, but it lacks in-depth and detailed reporting prowess that other more heftily priced CRM software may have. Zoho’s designers have with time imbued it with a good amount of useful features such as gamification, lead generation, reporting and telephony services for businesses such a social media features, chat and phone compatibility. With Zoho, employees can manage contacts and automate lead generation and email marketing (Zoho mail) as well. It easy both affordable and intuitive, and can be used by all employees in your company. Zoho has a myriad of productivity tools, and its CRM software is perhaps its flagship product.
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