ZohoCRM is an online customer relationship management software launched by ZohoCorporation, a well-known IT and cloud service provider in the US (online CRM based on SaaS framework). It can help users to conduct all-round management from customer relationship, sales process, sales and marketing activities and service support, so as to promote business growth. At present, more than fifteen million users worldwide are using Zoho's cloud services.

ZohoCRM through professional rigorous management process, can help enterprises improve work efficiency and enhance management ability:

According to the funnel sales model, ZohoCRM manages the whole process of sales: from customers' active inquiry or sales to independent development, to automatic distribution of clues, business opportunities tracking, intention customer establishment, proposal submission, quotation, purchase intention generation, contract signing, sales order generation, product delivery, and final collection. At the same time, managers can allocate resources to sales personnel reasonably through CRM, check the sales staff's daily work plan and completion situation, get information about the team or personal business opportunities from the sales funnel, find out problems and guide in time.

ZohoCRM helps enterprises plan market activities and evaluate the effectiveness of activities through multiple market module functions. For example, from website form, online customer service automatically get clues, carry out mail camp sales and marketing contacts with contacts or customers, import clues from network downloads, trade shows, seminars. ZohoCRM can link potential customers to their corresponding market activities. Finally, the ROI can be displayed through reports and statistical charts, so as to help enterprises make reference to subsequent market budget decisions.

ZohoCRM can centrally manage all customers and related contacts, business opportunities and other information, and track customer purchase history, analyze the opportunities for upward sales and cross selling, and generate quotations, sales orders and shipping orders for customers, keep note information and related documents. The card customer information display can display all relevant information to the customer in a page, such as the mail, sent documents, quotation, payment notice and service support.

Provide customer service and support center functions, customer problems, Customer satisfaction Follow up and maintain loyalty. In addition to the module provided by CRM itself, enterprises with higher requirements for customer service modules can also use Zoho specialized customer service product ZohoSupport and finer customer service support management, and synchronize data to ZohoCRM.

　　 ZohoCRM It provides customizable reports and statistical charts, which can analyze key data in multiple dimensions, and present figures such as sales, market, customer service, etc., and automatically generate reports and send them to designated people by mail. For example, the ratio of sales completion rate, enquiry rate of incoming calls in the entire sales, the distribution of business opportunities, the completion of monthly sales, and the division of industries can be counted. If you think that CRM itself provides the report function is not enough, ZohoCRM also integrated the BI business intelligence tool (Zoho Reports), to provide more powerful data statistics and analysis function, to provide accurate and reliable management decisions. data Support.

ZohoCRM, on the basis of the standard framework, supports customized business processes tailored to the needs of the industry according to the unique business needs of the enterprise. It can not only meet the needs of the enterprise at this stage, even if there are new requirements in the future business mode and management, it can also be solved through the flexible customization function of Zoho CRM. In addition to the customization functions provided by CRM itself, enterprises can also use Zoho's online application development platform Zoho Creator to create their own personalized applications and embed them into CRM as a module. In addition, Zoho CRM also provides API to facilitate integration with third party applications.