With a CRM system, businesses can analyze customer interactions and improve their customer relationships. This technology is widely embraced throughout the business world, and the global CRM software market is projected to grow at a compound annual growth rate of 6% a year, with an estimated valuation of approximately $35 billion in 2023. Of course, if you’re considering investing in a CRM. Apr 23, 2019 Customer Relationship Management - CRM: Customer relationship management (CRM) refers to the principles, practices and guidelines that an. Get an up-to-the-minute view of your entire sales pipeline on a clean, visual dashboard. With detailed reports on sales activity, productivity, and individual performance, you’ll never be in the dark about how your team is tracking toward quota, and you’ll have all the data you need to coach your team to success. Customer relationship management (CRM) is an approach to manage a company's interaction with current and potential customers.It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth. One important aspect of the CRM approach is the systems of CRM.
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According to the PCMag survey, Zoho is the most recommended CRM and the only one with a positive NPS score among other leading CRM vendors.
Keep up the sales pace with remote-ready features
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Conduct sales meetings and presentations
Conduct presentations and meetings from within your CRM. Organize webinars, convert attendees to leads, and get webinar reports, all within your CRM.
Stay ahead of the numbers
Never lose track of sales and performance metrics, even while you are away. From dedicated mobile apps, to blended dashboards, our powerful AI tools ensure you are always ahead of the curve.
Collaborate with your team
Collaborate with your team through common feeds. Share insights, answer each other's questions, and send lead or deal updates to keep everyone on the same page.
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Connect with your customers wherever they are
Read more about Omnichannel communication
Reach customers across every channel: telephone, email, live chat, and social media
Get real-time notifications when customers interact with your business
Measure the effectiveness of your customer communication and find the best time and channel to reach out to your customers
Read more about Omnichannel communication
Save more time with automation
Automate every aspect of your business and cut out time-intensive, repetitive tasks
Streamline your lead nurturing process and make the most of every incoming lead
Trigger instant actions, stay on top of activities, and follow up better with workflows
Find out more ways to automate your sales
New to CRM? Get started with our “What is CRM?” guide.
Get real-time reports and insights
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Make smarter business decisions with powerful, real-time analytics
Measure and manage your organization’s territory-wide sales performance
Track key performance indicators, including current trends and future predictions
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Conversational AI for smarter selling
Find any information you need from your CRM data, instantly with the help of Zia, your AI-powered sales assistant
Get advanced lead and deal predictions from Zia so that you can identify the leads that are likely to convert and ultimately close more deals
Receive intelligent alerts, task reminders, and suggestions for the best times to contact your leads based on your past successful interactions
Check out what else Zia offers
Join 150,000+ businesses who sell smarter, better and faster with Zoho CRM
Why choose Zoho CRM?
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Simple, straightforward user interface with a minimal learning curve
Flexible, month-to-month contracts supported by transparent pricing plans
Deployment, consultation, onboarding, and training programs to help you get started smoothly
Migration wizard to easily import data from spreadsheets or other CRM systems
Fully extensible developer platform that facilitates tighter integration of CRM with external systems and applications
Sell on the go with our award-winning CRM apps for both iOS and Android
How a leading global franchise development company scaled faster with the help of Zoho CRM
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Brent Dowling, CEO, RainTree
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Testimonials from the#ZohoCRMFamily
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Reduced lead to real prospect time by 60%
$1 million to $20 million in just two years
An increase of repeat sales from 20% up to 40%
With Zoho CRM, we experienced a 65% increase in our sales pipeline. We also managed to reduce our lead to real prospect time by 60%, which is huge. I would definitely recommend Zoho CRM to companies that are experiencing complexity with sales and marketing and witnessing rapid growth.
Since switching to Zoho CRM, JusCollege has effectively managed the large volume of contacts flowing through the sales pipeline and has already increased its sales from $1 million to $20 million in just two years. We attribute this to Zoho – being organized, getting more visibility, seeing where the problem points are, and restructuring our business.
Zoho had all of the functionality that we could ever need, at a fraction of the cost of Salesforce. It felt much more intuitive, and I was sure we would be very happy moving forward with Zoho. In less than a year, The NetMen Corp has witnessed an increase of repeat customer sales from 20 percent up to 40 percent, as well as an overall increase in net income.
CRM software is a technology that helps businesses build, maintain, and scale their relationships with their current and future customers. At its core, CRM holds all your customer data in one place and acts as an indispensable source of information for your entire organization. Starting from the point when a lead discovers your product or service to the moment that you close them as a deal, CRM brings greater visibility into an organization's processes and plays a vital role in offering a unified experience to your customers.
Why do I need a CRM software?
Without a CRM, your business will find it tough to manage customer information and offer support when they need it. The success of your business lies in winning repeat customers, and CRM systems play a huge role in achieving that. By helping your brand become more customer-centric, a CRM has a direct impact on your organization's growth and revenue, while drastically cutting down time spent on repetitive data entry and management.
Who uses a CRM?
CRM systems are generally used by sales, marketing, customer support, and service teams in an organization. A good CRM tool usually integrates well with external systems that the other teams in your organization may use. For example, the visibility of important data such as revenue, orders, and purchase information should ideally be shared by both the sales and finance teams in your organization. This avoids manual data entry across different platforms, and allows you to have contextual customer information available whenever they interact with you.
Why shouldn't I use spreadsheets to manage my customer relationships?
Spreadsheets are not designed to do CRM work. When more and more businesses are going digital, you don't want your sales and support teams to be moving backwards in their tech. While spreadsheets can certainly help you with basic information organization, the expectations of customers and the complexity of a growing business make spreadsheets less productive for everyday work. By exclusively using spreadsheets, your organization will miss out on all the important tools that a sales rep or customer service agent needs for success. Features like sales automation or integrations for email and phone have become the norm in business, and for good reason. Spreadsheets simply cannot compare.
How do I evaluate a CRM?
In order to make an investment toward a CRM, it is crucial for businesses to have a CRM evaluation method (or CRM metrics) in place. The prime concern of a CRM system is to improve relationships with customers and generate higher revenue. Therefore, it is necessary to identify if a prospective CRM is intended to track the efficiency of your sales and marketing teams, or to build a stronger relationship with your customers. Getting answers to questions like this will help determine your approach when acquiring a new CRM.
How do I choose a CRM?
Here are some key points that you should consider when choosing a CRM system:
Mapping your key requirements
Now that your organization is on the lookout for a new CRM, it would be good to start with a deep understanding of your current requirements and what exactly you need from a CRM software. If you are unsure about evaluating the product yourself, talk to a product expert, tell them your needs, and let them suggest the best possible solution for your business.
No hidden costs
The true hallmark of any good business software is that it shouldn't force you to pay extra with hidden charges and costly add-ons. Make sure that the vendor's complete pricing information is published online and that you are fully aware of what you are going to be paying upfront.
Ease of use
A CRM software is only as good as the people using it. This is where many CRM investments can go wrong. If your CRM isn't easy to understand out of the box, your team members may examine alternate ways to store data.
Flexiblity
No two businesses are the same, and neither are their requirements. Make sure the CRM that you choose is fully customizable and integrates with the other applications that you use every day.
Read online reviews
This is a great resource for learning the current experience of a product's users. Product reviews can help you in understanding everything about a CRM solution, from the best to the worst. You should also check if the vendor is active on social media and if they are responsive to customer questions.
Secure and compliant
This should go without saying—choose a vendor that puts security and privacy at the heart of their business. Your CRM should be fully compliant with all the latest security standards and regulations, such as GDPR.
What are the key features of a CRM system?
Here are some of the key features that should be a necessity for any CRM system you choose:
Sales force automation
A CRM software should help you streamline your critical sales functions, such as managing your leads, deals, activities, and forecasts. Perform tasks much faster and more accurately with easy-to-create workflows.
Process management
Your CRM should capture every step of your business process—from identifying a prospective buyer to closing a deal. Convert your offline process, map it into your CRM system, and execute complex business functions with ease.
Performance management
Every sale counts. Give your reps the necessary tools that will help them outperform themselves every single time. Get a better understanding of your territory-wise sales performance, future revenue projections, and lead predictions–all within your CRM.
Analytics
The ability to generate insights from sales data, spot trends, and track key metrics allows you to make data-driven decisions. These capabilities are key for any good CRM software.
Omnichannel communication
Your customers and prospects should be able to contact you using any channel that they prefer. A good CRM enables your business to receive, manage, and respond to messages from phone, email, social media, and online chat, all in one centralized place.
Team collaboration
Every member of your team should be able to have a unified communication platform to help them stay connected and work together, wherever they are.
Predictive sales and intelligence
AI is no longer just a buzzword, but an essential component of any CRM that you buy. Having an AI assistant in your CRM can help sales reps by providing contextual information, identifying anomalies, and providing proactive suggestions that can positively impact their closing rates.
Customization
Every business is unique. Make sure that the CRM you end up choosing is fully and easily customizable, integrates with other applications that you use every day, and reflects your business processes.
What are the different types of CRM software?
Based on type
Based on Industry
Based on size
Which is the best CRM software?
We might be a little biased here, but the fact remains that Zoho CRM is used to great success by more than 150,000 businesses of all sizes and types around the world. With more than two decades of delivering world-class software technology to the global business community, Zoho has been the winner of major awards in the CRM tech space and is consistently rated highly by both critics and users. We think Zoho CRM can be the perfect solution for your business, regardless of size and industry. Sign up for a free trial and start your CRM journey today with the world's favorite CRM solution.