Zoho CRM Feature List-What are the basic features of Zoho CRM

Zoho CRM - Trigya Innovation

Zoho CRM is noted on-demand software that efficiently manages your critical customer relation. It streamlines and automates your sales, marketing, and other support from a single platform. This easy-to-use application is covering 6.95% of the total CRM market.


Every business needs CRM software and here at Trigya Innovation we are discussing the detailed features of these applications to let you know how Zoho helps to boost your business. We as Zoho Authorized partner are the Zoho experts to implement Zoho CRM for your business.


Multichannel Engagement

Zoho CRM gives you the opportunity to connect to the customers via multiple channels like email, cloud telephony, social media platforms, live chat, and other portalsin a single platform with real-time data and analytics.  


Performance and analytics

•The Zoho CRM is featured with an intricately designed analytics that allows you to view the sales matrix with pie charts and heat maps. 


•It forecasts revenues and allocates the target for the teams accordingly. You can view the forecasts as per salesperson, territory, and team. 


•Zoho CRM offers the real-time reports like sales, marketing, and activities.


Make Customization

The Zoho CRM system allows you to make standard modules and add extra functionalities as per requirements. You can customize the following elements with Zoho CRM:


•Layouts

•Subforms

•Association

•Custom Components

•Functions

•Views and Filters


Manage your Business Process

The process management in Zoho CRM enables you to handle various stages in the sales pipeline. This CRM application is featured with Blueprint, a built-in technology inside the system and it guides the users to pick up the next action in the sales pipeline. We are explaining this Blueprint with the following image:

 

Zoho CRM - Trigya Innovation

You can redesign the Blueprint as per your requirements. 


Sales automation

Sales automation is an influential feature of Zoho CRM that automates the entire sales process which includes workflow rules, Macros and Assignment rules.


Manage your Sales Pipeline

Zoho pipeline management is a crucial feature that manages the lifeline of a lead. We are segregating the pipeline management into Lead, contact, deal and account managements.


Team Collaboration

Zoho CRM also assures perfect team collaboration, using document library, gamescope, calendar, feeds, project management, tagging & chats and event integration.


Marketing Automation

Zoho CRM automates your entire marketing machine and manages sales as well as marketing from the same platform.  With webforms, Zoho CRM helps to know your website visitors. You can also run all your marketing campaigns from start to finish with automation. Integrate Google Ads to know the expenditure as per campaigns. It also tracks your trade show leads and auto-populates to attract attention.  


Complete Security

This CRM application considers the security of customer data at the first priority. You can assign roles and set permission to the activities and modules. It uses Advanced Encryption Standard (AES) to encrypt and decrypt sensitive data. It is featured with 256 protocols to assure data security. Also, it keeps a data backup on a regular basis and checks unauthorized access with IP restriction.                


Zoho CRM Integration

Being a Zoho CRM user, you can easily connect to the other application through third-party integration. You can connect to Google Drive, DocuSign, LinkedIn Sales Navigator, Google Ads, MailChimp, HubThunder, Adobe Sign, PandaDoc, and many more with REST services.


Zoho CRM Mobile on the go 

The Zoho mobile edition gives an opportunity to do business from anywhere.  It can scan business cards and store digital copies.  You can get real-time insights into sales, marketing, and support. Also, the mobile app helps to find prospects close to your location.   


We, at Trigya Innovations, an Authorized Zoho Partner, specialize in setting up Business Solution at Zoho from the scratch. We've vast experience of providing business solutions to the clients around the globe. Trust us to give you world class service in setting up your CRM as per your business requirements to boost your revenues, increases customer satisfaction, and enhancing the brand value.

Zoho CRM - Trigya Innovation


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