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Introduction to Zoho CRM

Zoho CRM with its broad feature list, great UI and product flexibility is a highly rated CRM. Your data is securely stored the Zoho platform and your teams can connect with the customers from anywhere in real-time. It would assist you to be customer centric and assign tasks it to the relevant members of your team. Zoho CRM offers the following capabilities:

  • Help your employees learn and use the CRM tools appropriately
  • Customize the CRM platform according to your business needs
  • Design process automations to ensure customer satisfaction
  • Give your sales reps multiple channels to stay connected and interact with their customers
  • Document Management-Manage all your business related documents in a single place within Zoho CRM for easy access and save storage space.
  • Analyse business metrics and make best use of the data
  • As part of their marketing automation feature, Zoho CRM allows you to manage campaigns, mass marketing and web forms from a single tool.
  • Zia- Zoho`s In-built AI driven sales assistant. Zia, assists you to streamlines your sales process with the help of machine learning and natural language processing capabilities.
  • Zoho CRM extends beyond the traditional CRM functions and supports complete sales lifecycle management by integrating inventory management features.
  • Zoho CRM provides customer support and service management feature in-built inside CRM
  • Platform agnostic tool which can be used across devices
  • Bigin


    Introduction to Zoho Bigin

    Zoho Bigin is an easy-to-use sales pipeline management software which is designed to make your sales process more effective. It offers out of the box solution for all your business needs and eliminates the use of spreadsheets and other third party applications that functions in silos. Small businesses have limited resources and it's important to make the best use of them. Zoho Bigin helps you do exactly that. The benefits of Zoho Bigin are

  • Manage your sales pipeline: Bigin provides a visual representation of your business opportunities which helps you evaluate and manage your business process effectively.
  • Need for multiple pipelines: If you have multiple sales processes, having one common pipeline for everything will not be practical.
  • Customize Bigin: Choose what you want to see and how you would like to see it.
  • Capture website visitors as contacts: Bigin allows you to create web forms and embed them in your website, so interested customers can submit their details and be captured as contacts in your account.
  • Automate your business processes: In business there are a few tasks that may be simple, but performing them repeatedly may slip up and forget to carry them out. Bigin helps you to automate those processes.
  • Create activities: Various activities have to be carried out in your business and you will need to keep track of them all. In Bigin, tasks, events, and calls are grouped as activities.
  • Stay connected across channels: Due to advances in technology, there are various ways your customers can get in touch with you: email, twitter, phone calls, and support tickets. Bigin brings all these together into a single window, where you can manage everything.
  • Protect sensitive data: Since all your data is in one place, securing it is necessary. You can use Roles and Profiles in Bigin to restrict access to business data.
  • Forms


    Introduction to Zoho Forms

    Zoho Forms is a simple mobile form maker that helps you with data collection. You can create custom forms on the go, collect data offline, receive email alerts, manage form approvals, and collaborate with your team. Key Features:

  • Work Offline: With our offline data collection app, you don't have to worry about poor connectivity anymore. Create forms and collect data offline and sync data automatically to the cloud when you are connected.

  • Form Builder: Use our templates or build custom forms with our mobile form creator. With over 30 field types at your disposal, creating a form with our no-code platform is a breeze.

  • Share Forms: Share your form with your team, publish it on a website, circulate it on social media, and even distribute it via email campaign services.

  • Collaborate: Collaborate with your team on the go. You can delegate entries as tasks to your team, and configure multi-level approval workflows for form submissions.

  • Notify: For every submission you receive, you can send a confirmation email or configure condition-based auto responders. You will also receive email alerts and push notifications upon receiving new submissions.

  • View and Export: You can view collected data in your app under the "All entries" section and export them as CSV or PDF files.

  • Multi-task with iPad: With the new multitasking feature in iPad, you can drag and drop contacts, locations from maps, file attachments, and images into your form.

  • Integrate: Automate your sales process by integrating forms with a host of services. You can push leads to a CRM, create support tickets upon receiving new queries through a form, populate mailing lists in campaign services, and more.
  • Sign


    Introduction to Zoho Sign

    Zoho Sign is a digital signatures tool app for business signatories. Securely sign, send, and manage legally binding business documents from anywhere You can avoid all the hassles of lengthy paperwork by using Zoho Sign's quick, easy, and completely paperless process to get your documents signed. These documents are just as valid as physical copies carrying traditional signatures and seals made with ink.

  • Sign effortlessly: Digitally sign documents yourself and email the signed copies to others, get documents signed on the spot, or send documents to request signatures.

  • Configure workflow: Define the signing order when sending a document to multiple recipients, and control how they receive and sign your documents.

  • Integrate with Zoho apps: Zoho Sign helps you sign business documents directly from other popular Zoho apps like Zoho CRM, Zoho Writer, Zoho Recruit, and Zoho People.

  • Stay compliant.

  • Zoho Sign offers military-grade encryption and ensures the highest level of data security. It complies with ESIGN and eIDAS.

  • Zoho Sign is available on all devices and operating systems, including computers, tablets, and smart phones. All you need to connect is a browser and an internet connection. You can sign documents from anywhere.

  • Social


    Introduction to Zoho Social

    Zoho Social - an all-in-one social media management tool for businesses. Zoho Social helps businesses manage multiple social channels, and grow an active social media presence, from one platform.

  • Capture your favourite moments, edit your best pictures, and instantly publish posts across social channels while on-the-move.

  • Add posts to a publishing queue, reach out to the right audience at optimal times, and do more, with powerful scheduling features.

  • Work on new posts while you're disconnected from the internet. Your saved drafts will be automatically synced once you are back online.

  • Monitor hashtags and keywords, discover new leads and engage with your audience in real-time.

  • Monitor hashtags and keywords, discover new leads and engage with your audience in real-time.
  • Sales IQ


    Introduction to Zoho Sales IQ

    Zoho SalesIQ is an unique platform with website visitor tracking, live chat, and analytics all rolled into one for growing businesses. We built it to maximize the ROI on your content, SEO, Adwords, and email marketing efforts. Key Features:

  • Know who's on your website and how they are interacting with your content in real-time.

  • Improve your sales and customer service by allowing website visitors to start a live chat with you.

  • Win your visitors attention with proactive chat. Send automated invitations to engage prospects based on what content on your website they are looking at.

  • Guide visitors to your desired call to action

  • Collect feedback after a live chat session to enhance the quality of your website visitor interactions.

  • Engage a wider audience with real time chat translation, available for over 25 languages.

  • Capture the list of all your visitors even after they have left your website. Use lead scoring to organize your website visitors on the likelihood that they will make a purchase.
  • Survey


    Introduction to Zoho Survey

    A tool to explore opinions, needs and expectations. You can build, distribute, collect responses and review results all online, don’t have to be on the desktop by accessing survey with various mobile devices. Zoho survey has the following capabilities:

  • Send your surveys through text, email or any other social networking platform.

  • Access surveys that have been shared with you.

  • Manage all your surveys from the app.

  • Filter responses and create custom reports for your survey.

  • Compare and analyse trends using cross-tab and trend reports.

  • Display your data in the form of charts and tables, to help with analysis.

  • Share survey reports and collaborate so your team can reach a consensus.

  • Schedule reports at more systematic intervals.

  • Delete irrelevant responses at any time.

  • Close surveys once you're done with them.

  • Sign in from multiple devices, because everything's on the cloud!
  • Campaigns


    Introduction to Zoho Campaigns

    Zoho Campaigns is an email marketing product from the Zoho Business Suite that lets you reach and engage your customers - thus helping you build strong customer relationships. You can create newsletters, run email campaigns, and also track how your campaigns have performed. It does not stop there; you can also complement your email marketing efforts with social media using Social Campaigns.

  • Pre-designed templates: Choose from one of the many pre-designed templates to get started with your campaigns. You can also customize the templates to suit your needs. Mobile-friendly templates help you reach out to your mobile
  • Audience: You do not require any coding skills and you can focus on the email content
  • In-house CRM integration: Zoho Campaigns integrates with Zoho CRM, and that helps you reach out to your leads, prospects and customers with ease.
  • Permission-based Engagement: With Zoho Campaigns, send email only to the people who are interested in your brand, which in turn will help you build meaningful connections.
  • Auto responders: Send out an automated email series to keep your audience engaged. Auto responders lets you set up automatic follow-ups and works for you even when you are on a vacation.
  • Email Workflows let you trigger actions in your mailing lists based on subscriber information you have. With workflows, you can make sure that your subscribers fall into the right email series and get relevant emails.
  • Real-time Performance Statistics: Understand how your campaigns have performed with real-time analytics. Our detailed comparative and consolidated reports give your performance metrics such as open rate, click rate, unsubscribe rate, link-click activity, geo-location details and device specific information, so you can get a complete picture.
  • Social Campaigns: Promote your email campaigns on social media or create specific social media campaigns. Reach a wider audience and engage customers on Facebook, Twitter, and LinkedIn.
  • Some more features that you can try: A/B Campaigns | Sign-up Forms | Mailing List Management | Multi-user Account
  • Sites


    Introduction to Zoho Sites

    With Zoho Sites build websites the way you want. We help you focus on your passion. Whether it's blogging, photography, business, or art—let your website do the talking. Create your website quick and easy by choosing from a collection of customizable templates.

  • Create: Easily create the website of your dreams.
  • Customize: Get creative and personalize your website just the way you like.
  • Captivate: Attract visitors with fascinating visuals and multimedia.
  • Communicate: Get visitors involved in your most recent activities.
  • Capture: Get found instantly and catch your users attention.
  • Confide: Rest assured as security is our top priority.
  • Circulate: Spread the word, let your message be heard.
  • Commerce


    Introduction to Zoho Commerce

    Zoho Commerce contains all the tools you need to build a website, accept orders, track inventory, process payments, manage shipping, market your brand, and analyze your data. Zoho Commerce is an e-commerce platform that works on the cloud. Using Zoho Commerce, you can create your own online store. Here's what you'll need to do before launching your online store:

  • Choose a template for your site: Select from our range of beautifully-crafted templates to suit your business.
  • Add your products, categories, and collections: Add the products you offer along with pictures and details. Group them into categories for easy navigation. Additionally, you may also create assorted collections of products.
  • Choose a domain for your site: Map your existing domain or opt for a new domain. You can also choose to go with a sub-domain.
  • Set up your payment providers, shipping rates, and taxes: Enable your payment providers, set up your shipping rates, and add your taxes.
  • Customize your storefront: Add pages to your website and customize the look of your storefront to suit your preferences.
  • Set up your email notifications: Set up the notifications you want to send to your customers and the ones you want to receive.
  • Page Sense


    Introduction to Zoho Page Sense

    Zoho Page Sense is a Conversion Optimization and Personalization Platform. Measure your key website metrics, understand your visitors' online behavior, and give them a personalized website experience to boost conversions.

  • Track: Create and monitor your conversion funnel.
  • Analyze: Study visitor behavior. Optimize your website.
  • Optimize: End the guessing game. Test when in doubt.
  • Personalize: Give visitors a unique and personalized experience.
  • Engage: You can’t spell conversions without engagement.
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