Skip to main content

5 reasons your business needs to switch to the Zoho CRM software

One of the best CRM software tools around, Zoho, CRM is consistently a leader in the customer relationship management space and an essential addition for any business looking to improve their practices.

Zoho CRM offers all you could need from a good CRM suite, from live customer chat, a chatbot, easy sales and marketing pipeline management, and advanced customer analytics. Even better, right now, if you sign up via the link below, you gain $100 Wallet Credits for your account.

Sign Up Now

To help you understand even more about why your business needs to switch to Zoho CRM, we’ve picked out five key reasons it’s worth your time. Read on while we guide you through them.

Canvas

Image used with permission by copyright holder

No two businesses are alike and Zoho CRM appreciates the importance of that. That’s why it has created Canvas. Canvas is an industry-first CRM design studio. It means that users can redesign the look and feel of their CRM so that it matches the aesthetic of the business, while also working in a more meaningful way for the firm.

Essentially, you’re given the power to redesign the user interface exactly how you want it, and in a way that works best for your employees. It’s simple to do without needing to write a single line of code, ensuring you end up with a bespoke solution for your business. It’s also far more interesting than a regular CRM as you can cast away boring database styles and focus on a design that works for your needs, whether that’s through exceptional minimalism or something a bit more detailed.

Users can build things up by adding key fields such as if you want a contact image alongside contact details, right down to sections, tabs, tables, and icons. You’re only really limited by your imagination with drag and drop ensuring you can place things just where you need them to be. By doing so, you can control exactly what’s shown, prioritizing what’s important.

The most appealing thing about setting up your own CRM design with Canvas is that you’re sure of a high adoption rate. When something is so simple and intuitive, all your users will flock to Zoho CRM with implementation much faster than with other options.

Sophisticated AI

Image used with permission by copyright holder

Zoho CRM appreciates you need a helping hand from time to time which is why it has sophisticated AI assisting you each step of the way. It offers complex tools like prediction and recommendation engines. That means you can automate every aspect of your business including working out how to nurture leads effectively, and even stay on top of activities automatically.

Through powerful, real-time analytics, Zoho CRM is able to help you make smarter business decisions. It’s possible to measure and manage your organization’s territory-wide sales performance, before tracking key performance indicators. These include current trends and future predictions so you can work out what to do next. It even detects any anomalies that may need to be corrected before a problematic deviation.

Zoho CRM doesn’t just stop with extensive reports that offer you insight into your business. It also offers conversational AI to ensure smarter selling. You can use Zia, Zoho CRM’s AI-powered sales assistant to help you find any information you need from your CRM data. From there, Zia can also offer advanced lead and deal predictions, enabling you to identify the leads that are most likely to convert. Thanks to such intelligent AI, you’ll also receive alerts, task reminders, and suggestions for the best times to contact your leads based on your past successful interactions with clients. Zia also keeps an eye on the competition, so you don’t have to, with instant notifications any time a prospect talks about your competitor. It can also analyze an email and figure out how your potential client feels about a competitor, helping you suss out what to do next.

Customer journey orchestration

Image used with permission by copyright holder

Zoho CommandCenter aims to make it far easier to track your customer’s journeys within your firm. A customer journey builder tool, you can use it to create maps of the client’s journey, ensuring they enjoy a highly personalized experience compared to being treated like a faceless client. It’s necessary to have such a map because nowadays, clients interact with your brand through multiple channels rather than solely dealing with a sales advisor. It’s important to be able to track how they get to you and how you’ve dealt with them before, so that they feel truly appreciated as a valuable client.

CommandCenter makes it simple to keep track of these contact points. It’s possible to coordinate brand messaging across multiple channels so that you can maintain one continuing conversation that is personal to you and your customers. You can also check out customer insights so you know how best to engage with them. As well as that, you can always ensure that each potential client is connected to the right representative for their needs.

Most clients need to go through many different departments to achieve their aims, so it’s important that these departments can communicate what’s going on effectively, rather than leave anyone in the dark along the way. A series of checks and balances in your workflow means you’re ensured that everything runs smoothly.

It’s a huge time saver for everyone. Your clients feel like they’re being treated with the care they deserve, while you always know exactly what’s going on. Using CommandCenter leads to better client relations which also leads to better sales and more loyal customers.

Marketing segmentation and attribution

Image used with permission by copyright holder

It’s important to market effectively, both in terms of a great campaign and by appealing to the right client. Zoho CRM offers advanced marketing features so you can easily tie marketing and sales data together. By doing so, your marketing team can pass on quality leads to sales leading to better sales performance for your company.

Zoho CRM makes this possible by allowing you to segment customers based on their region, requirements, lead source, and even how well they respond to your firm. From there, you can send out campaigns that are specifically targeted to that audience, before assigning the ideal sales rep for the job.

With a focus on lead nurturing, Zoho CRM covers everything from making it easy to scan business cards directly into the system to monitoring the ROI of your campaigns. It’s simple to measure performance when Zoho CRM is so well organized. At a glance, you can check marketing attribution and see which campaigns generated the highest revenue as well as the greatest ROI. It also combines your Google Ad spending with your sales data so you can figure out which ads or keywords are helping to convert leads into customers. It means you’ll never waste a dollar on an unnecessary campaign again.

Zoho CRM even tracks events so you can see how well each event translates into leads and sales. All your interactions with potential clients and attendees are automatically saved so you can keep a clear timeline of what’s happening. From there, it’s easy to see if an email or survey campaign may help further with Zoho CRM simplifying the process.

In-depth business analytics

Image used with permission by copyright holder

Thanks to the power of Zoho CRM, it offers truly extensive business analytics. Its wide range of options covers pretty much everything imaginable. It’s able to analyze leads, gain insights about deals, right down to providing you with activity statistics and email analytics too. Tied into its extensive customizability, you can even create your own dashboards with analytical widgets for sales such as charts, target meters, KPIs, and funnels.

At all times, powerful filtering options make it simple to break things down to exactly what you need. A choice of pre-built reports or your own custom designs means you’re always a moment away from taking a quick look at the health of your sales. This includes lead reports filtered by score, status, and ownership. Charts are a huge part of this too with everything from pie charts to heat maps making it simple to see where sales are being achieved. It’s also possible to break down aspects of your business into cohorts, before analyzing their behavior over a set span of time. Cohort analysis groups together sales data, giving you answers to who your best performing sales reps are, as well as whether the source of a lead affects a customer’s retention period.

A statistician’s dream, Zoho CRM offers information on everything possible. It doesn’t stop at KPIs. Instead, it motivates your workforce through target meters, simple-to-understand zone maps, bar charts, and so much more. Whatever your query about your business might be, Zoho CRM will soon answer it with comprehensive data that’s easily understood.

Sign Up Now

Jennifer Allen
Jennifer Allen is a technology writer with over 10 years of experience. She primarily writes about the best deals coverage…
GameStop PS5 restock: Get your console, and Black Friday deals before they leave
Shoppers walking in front of a GameStop storefront.

This content was produced in partnership with GameStop.
If you don't have your PlayStation 5 yet, don't worry. Maybe you feel like you're missing out on some of the great exclusives, like ? You'll be happy to know that, just in time for Black Friday and some incredible deals, GameStop will be restocking the popular console. Yes, that means now is the ideal opportunity to snag a new console, and since GameStop is hosting some incredible game and controller discounts, you can save big on those too. By the time you have everything you need, you'll be all set to play throughout the holidays. If you're able to get some time off, that's even better.

For Black Friday, you can grab an extra PlayStation 5 DualSense controller for up to $25 off, but that's not all. You'll also get up to 60% off select video game titles, including some newer hits, and up to 50% off video game accessories like headsets, chargers, and beyond. Basically, it's time to stock up on every video game thing you need. Start shopping by clicking the link below, or keep reading for some more details and also learn what deals will be live on Cyber Monday. If you haven't already, ahead of the restock you'll want to sign up for GameStop's , because PS5 consoles may be available to active Pro members only, plus it's yet another way to save big -- Pros get a ton of amazing perks.

Read more
Dashlane will secure and change your online experiences for the better
Dashlane password manager for better security.

This content was produced in partnership with Dashlane.
Picture this: You're trying to log in to a service, but you forgot your username because it's unique and doesn't use your email address. Unfortunately, you don't remember your password either. First, you'll need to recover your username and then go through the motions to change your password. But here's the thing: After you log in with your new password, there's no guarantee you'll remember it again a day later or longer. There should be a better way to manage and recover your passwords.

Cybersecurity, or rather the security of your data, is something that concerns everyone. One of the best ways to protect yourself, personally and professionally, is to make sure that you're using secure passwords, along with two-factor authentication wherever applicable. Also, you should never reuse passwords across accounts, which is something that, admittedly, can be quite challenging to do. Keeping track of all your passwords because you likely have so many online accounts is not just troublesome, it's downright impossible. There is just no way to keep tabs on all of that information without writing it down, typing it out, or recording it somewhere.

Read more
ESR Gear has all of the accouterments you need to level up your tech
ESR Gear HaloLock 3-in-1 Wireless Charger in use for work at home.

This content was produced in partnership with ESR Gear.
Most chargers and power-delivery devices, like wireless charging pads or stands, are functional yet simple. There are a few out there that do some pretty cool things, but when all is said and done they don't really change much about how we use our gear. That is not true of ESR Gear's products, which not only make tech easier to use but also help level up your devices in new and interesting ways. Now, you can't claim that without an example to back it up. So, we'll direct your attention to ESR's HaloLock™ 3-in-1 Wireless Charger with CryoBoost™. It's equipped with wireless fast-charging tech, called CryoBoost Fast Charging, which delivers magnetic charging for phones in use, and helps keep them cool under pressure. More specifically, you can charge your iPhone 12 and above, including iPhone 13, and iPhone 14, while still watching videos, and the charge is powerful enough that the battery doesn't drain while you use the phone, unlike most comparable chargers that don't put out enough energy. Instead, HaloLock charges your device at the same time.

The HaloLock also includes several additional features, like space to charge your AirPods and Apple Watch, easy place-and-go charging support, and an adjustable view for the holder -- allowing you to swap the phone between portrait or landscape orientations. It's sleep-friendly too, so the system turns off the status lights when you're trying to get some rest preventing frustrating distractions that might pull you out of your slumber. Of course, that's just one of ESR's offerings, of which there are many. There's a phone kickstand with a wireless power bank built-in, iPhone and iPad cases, a magnetic screen protector, and much more. To learn about some of ESR Gear's other products, keep reading, or check them out on the brand's website below.

Read more