Introduction to Zoho CRM+


What is Zoho CRM Plus?

Zoho CRM Plus is a unified customer experience platform that helps you deliver an exceptional experience to every customer across all stages of the business relationship and convert them into brand advocates.

PIKOHANA and Zoho CRM Plus

PIKOHANA uses Zoho CRM Plus to keep track of the onboarding process for our new clients. We want to make sure that we are always on track and on time. Here's what our Client Onboarding plan looks like.

Getting to Know Zoho CRM Plus

With a suite of business applications on the Cloud, organizations experience fewer obstacles in creating the best customer experience possible. Zoho CRM Plus includes Sales Automation, Exclusive Email Client for Salespeople, Visitor Tracking, Helpdesk, Projects Collaboration, Marketing Automation, Social Media, Customer Survey, Activity Management, and Metrics & KPI.

It's not only much easier for the sales, marketing, and support teams to know each customer's history and have a single view of their data, it's also much cheaper. CRM Plus enables organizations to improve operational efficiency, maintain customer satisfaction, and accelerate business growth. From reaching out to prospects, to closing deals, to offering support and retaining loyal customers, Zoho CRM Plus is with you in every phase of the customer life cycle.

With Zoho CRM Plus you can:

  • Improve customer engagement, collaboration, and productivity among your sales, marketing, and support teams
  • Reduce operational costs
  • Increase sales performance, sales conversion, and ROI
  • Help your sales team make better sales decisions
  • Reduce the sales cycle
  • Deliver exceptional customer service
  • Target the right audience segment, keep track of competitors and events, build your brand's identity and reputation, measure and analyze social media performance, and track revenue
  • Streamline your team's work, be more organized, improve collaboration, and have clear visibility of your project metrics through integration with Zoho Projects
  • Identify marketing trends and make smart decisions to accelerate business growth through real-time reporting.

Zoho CRM Plus comes with the following features:

  • Sales automation
  • Exclusive email client for salespeople
  • Visitor tracking
  • Helpdesk
  • Projects collaboration
  • Marketing automation
  • Social media
  • Customer surveys
  • Activity management
  • Metrics & KPI
  • Centralized user management
  • Customization options. With Advanced Automation, you can create workflows, schedules, web forms, rules for escalation, lead assignment, approvals, and notifications.

Browser Requirements

To access and work with Zoho CRM Plus, the following browser requirements are recommended:

  • Chrome - 10 and above
  • Mozilla Firefox - 8 and above
  • IE - 10 and above
  • Safari - 5 and above
  • Opera - 12.1 and above.

Business intelligence Report in Zoho

Business intelligence reports and dashboards can be created to analyze customer data and make informed decisions.You can set targets, create contests, and motivate your sales team to perform better with Zoho Motivator. Through contests, you can foster healthy competition among your team members, help them win trophies and badges with every deal they close, and generate more revenue.

Permissions and Access

The centralized user management feature lets you add and manage users to Zoho CRM Plus from a centralized place. With centralized user management, you can ensure that your customer data is secure, without introducing complicated processes. From engaging your prospects, to generating and nurturing leads, to closing deals, to providing better customer support, you can manage each process in your sales, marketing, and support teams with Zoho CRM Plus.


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