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

Zoho CRM offers everything you could need from a good CRM suite, live customer chat, chatbot, easy sales and marketing pipeline management, and advanced customer analytics. Even better, right now if you sign up through the link below, you’ll earn $100 in wallet credits for your account.

Register now

To help you better understand why your business should switch to Zoho CRM, we’ve picked out five top reasons why it’s worth it. Read on as we walk you through them.

Cloth

No two businesses are the same and Zoho CRM appreciates the importance of that. That’s why he created Canvas. Canvas is the industry’s leading CRM design studio. This means users can redesign the look and feel of their CRM to match the aesthetics of the business, while working more meaningfully for the business.

Essentially, you have 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 have a solution tailored to your business. It’s also much more interesting than a regular CRM because you can get rid of boring database styles and focus on a design that meets your needs, whether that’s exceptional minimalism or something a bit more detailed.

Users can create items by adding key fields, such as if you want a contact image next to contact details, down to sections, tabs, tables, and icons. You’re really only limited by your imagination with drag and drop allowing you to place things exactly where you need them. By doing so, you can control exactly what is displayed, prioritizing what is important.

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

Sophisticated AI

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

With powerful real-time analytics, Zoho CRM is able to help you make smarter business decisions. You can measure and manage your organization’s sales performance at the territory level, before tracking KPIs. These include current trends and future predictions so you can figure out what to do next. It even detects any anomaly to be corrected before a problematic deviation.

Zoho CRM is more than just detailed reports that give 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 all the information you need from your CRM data. From there, Zia can also offer advanced lead and deal forecasting, allowing you to identify which leads are most likely to convert. Thanks to this intelligent AI, you will also receive alerts, task reminders and suggestions on the best times to contact your prospects based on your past successful customer interactions. Zia also keeps tabs on the competition, so you don’t have to, with instant notifications whenever a prospect mentions your competitor. It can also analyze an email and determine what your potential customer thinks of a competitor, helping you determine what to do next.

Customer journey orchestration

Zoho CommandCenter aims to make it easy to track your customers’ journeys across your business. A customer journey building tool, you can use it to create customer journey maps, ensuring they get a highly personalized experience versus being treated like a faceless customer. It is necessary to have such a card because nowadays customers interact with your brand through multiple channels rather than just dealing with a sales consultant. It’s important to be able to know how they’ve contacted you and how you’ve treated them before, so they feel truly valued as valued customers.

CommandCenter makes it easy to track these touchpoints. It’s possible to coordinate brand messaging across multiple channels so you can maintain an ongoing conversation that’s personal to you and your customers. You can also view customer information so you know how best to interact with them. Plus, you can always ensure that every potential customer is connected to the right representative for their needs.

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

It’s a huge time saver for everyone. Your customers 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 customer relationships, which also leads to better sales and more loyal customers.

Marketing segmentation and attribution

It’s important to market effectively, both in terms of having the right campaign and attracting the right customer. Zoho CRM offers advanced marketing features so you can easily link marketing and sales data. By doing so, your marketing team can pass on quality leads to sales, which will result in better sales performance for your business.

Zoho CRM makes this possible by allowing you to segment customers based on their region, their needs, their source of leads, and even how they respond to your business. From there, you can send campaigns specifically targeted to that audience, before assigning the perfect sales rep for the job.

With a focus on lead nurturing, Zoho CRM covers everything from easily scanning business cards directly into the system to tracking 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 best ROI. It also combines your Google Ad spend with your sales data so you can determine which ads or keywords are helping convert leads into customers. This 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 of your interactions with potential customers and attendees are automatically logged so you can keep a clear timeline of what’s going on. From there, it’s easy to see if an email or survey campaign can help more with Zoho CRM simplifying the process.

In-depth business analyzes

Thanks to the power of Zoho CRM, it offers truly comprehensive business analytics. Its wide range of options covers just about anything imaginable. It is capable of analyzing prospects, obtaining information on offers, up to providing you with activity statistics and email analysis. Linked to its great customization, you can even create your own dashboards with sales analytics widgets like charts, target counters, KPIs, and funnels.

At any time, powerful filtering options allow you to break down exactly what you need. A choice of predefined reports or your own custom designs means you’re always one moment away from taking a quick look at your sales health. This includes lead reports filtered by score, status, and ownership. Charts are also an important part of it, from pie charts to heatmaps, making it easy to see where sales are being made. It is also possible to break down aspects of your business into cohorts, before analyzing their behavior over a period of time. Cohort analysis aggregates sales data, giving you answers about who your top-performing sales reps are, as well as whether a lead’s source affects a customer’s retention period.

A statistician’s dream, Zoho CRM offers insight into everything possible. It doesn’t stop at KPIs. Instead, it motivates your workforce with target counters, easy-to-understand area maps, bar charts, and more. Whatever question you have about your business, Zoho CRM will answer it quickly with comprehensive, easy-to-understand data.

Register now

Editors’ Recommendations