Take a snap review of the various benefits & features of Zoho CRM. Zoho CRM is a Software as a Service (SaaS) solution that delivers complete CRM functionality at a fraction of the price of other offerings. With Zoho CRM you can manage all your Sales, Marketing, Customer Support & Service, Inventory Management and Email within in a single business system. If you are looking to implement or consult Zoho CRM you may approach me on usman@elitbuzz.com or +971-50-689-2526. I am based in Dubai.

1. Smart software for
growing businesses
Focus on what really matters, while our apps do everything you need.
“Attract, Retain and Delight More Customers. Grow your
company into a customer-focused organization.”
"Zoho is the most
comprehensive suite of
web-based programmes
for small businesses..."
10 Million users work online with Zoho
Featured In -
“One of our favourite
cloud office suits comes
from Zoho”

2. Online Sales Force Automation (SFA) Software
Zoho’s Sales Force Automation (SFA) solution drives sales force performance and profitability by
giving you everything you need to sell smarter.
Lead Generation & Qualification
Pipeline Analysis
Sales Stage & Probability Analysis
Competitive Analysis
Real-Time Forecasting
Quota Management
What do I Gain from Zoho CRM's Sales Opportunity Tracking Software?
 Track all sales opportunities end-to-end in a sales cycle
 Import Sales opportunities from third-party business or CRM solutions and services using Import Wizard
and Zoho CRM API
 Associate Sales opportunities with accounts, contacts, activities, and other modules to have a better visibility
on the opportunities - 360-degree view
 Track competition on each business opportunity and assess your strengths and weaknesses
 Set up sales stage and probability of winning deals using drag and drop customization wizard
 Alert the intended audience in your organization when a big deal closes (big deal alert) or is nearing
completion
 Identify and eliminate any bottlenecks in the sales process utilizing the sales pipeline and sales escalation
process
Workflow Automation -
Accelerate Sales Follow-ups - Set up workflow triggers while creating records or modifying records.
Associate actions like tasks, email notifications, field updates and custom functions with the CRM
record that matches the pattern.
Getting Things Done - Associate tasks to the workflow rules so that new tasks are dynamically created
for the salespeople when CRM records are created or modified.
Time-based Actions - With time-based actions, you can automatically schedule the workflow actions
at pre-defined interval and close more deals in less time.
Save Time with Macros - Macros automate these series of routine activities for you so that you can
focus on sales prospecting.

3. Online Lead & Contact Management Software
Everything in its Place
Lead Generation
Now you can easily manage all your contact
channels and customer touch points—so each
interaction is highly coordinated and contextual.
No more crossed signals or missed opportunities.
Lead Assignment & Qualification
These sales leads are captured through various
sources, viz., campaigns, exhibitions, referrals,
phone calls, branding, etc. Zoho CRM provides
you with different methods to generate leads:
Form Filling, Quick Create, Importing, Web Forms
and Developer API.
Manually assigning new leads to specific
individual (owner) can be tedious. Zoho CRM
allows you to create a workflow rule to assign
new leads to sales persons based on specific
criteria, such as geographic region, activity,
etc.
With the scope for further follow ups, the lead
qualification process is essential to lead
generation. This stage separates the sales
ready leads from the general inquiries that are
entered into Zoho CRM.

4.  Manage a 360 degree view of the leads' life cycle (from creating leads to converting them into business
opportunities)
 Capture leads online using Web-to-lead form and manage effectively in Zoho CRM
 Facilitate faster sales Lead Distribution through the lead assignment rules
 Qualify leads to next stage based on the information captured in lead details
 Customize lead management process (B2B and B2C business scenarios ) as per your organization sales
process
 Standard reports and dashboards bundled for a fast learning curve
 Export leads data to spreadsheet software for further data analysis
 Track all contacts and related opportunities, activities, and other details from a centralized, shared database
 Synchronize contacts, tasks and calendars between Zoho CRM and Outlook using the Zoho CRM Plug-in for
Microsoft Outlook
 Create mail merge documents and mailing labels with the Zoho CRM Plug-in for Microsoft Office
 Establish contact assignment rules to automatically assign contacts to the appropriate salespeople
Lead Conversion
Once there is scope for business opportunity
through further negotiations or follow-ups, a Lead
is transformed to Account, Contact and business
opportunity. At this point, lead management
process is complete and there is no reverting to
Lead process.
Complete Business Suite
Highly-Secure Cloud Environment
Integrated and Connected Apps

5. Document Library
Zoho CRM lets you distribute and safely share proposals, competitor comparisons and similar
documents to your Sales & Marketing team, right within Zoho CRM.
Send Documents from your CRM
Email proposals to your prospects by attaching documents from Zoho Docs, Google Drive, Document
library or your local computer.
Share Content with the Right People Reviews Made Easy
Create folders, sub-folders and share collateral to
your salespeople based on roles in the
organizational hierarchy.
Win more deals with improved quality of
documents based on comments and feedback
from your colleagues.
Sales Reports & Dashboards
Zoho CRM offers fully customizable reports in all the modules (Sales, Marketing, Support and
Inventory ) with more flexible options, such as cross-linking modules, arithmetic operations, different
types of layouts, 3-level column grouping, public/private folders, scheduling reports generation and
delivering to the intended users including non-Zoho CRM users through email.

6.  40+ standard CRM reports in sales, marketing, customer support, and inventory management modules
 Create cross-link reports spanning across multiple modules
 Create tabular, summary, and matrix type reports
 Perform arithmetical operations using aggregate functions (sum, average, min and max)
 Store reports in different types of public/private folders and enable access to the users according to their access
privileges
 Schedule the report generation mechanism and send printer-friendly reports to the specified users including non-
Zoho CRM users
 Export sales report data to various user-friendly formats such as PDF, HTML, XLS and CSV
CRM Dashboards
Flash-based, interactive CRM dashboards with an aesthetically pleasing layout and fast loading capability.
Fully customizable Sales dashboards with different types of Bar, Funnel, Pie, and Line charts.
Drill down Sales charts for further data analysis.
Display charts in customized home page.
Role-based Security Administration
Zoho CRM offers you an Enterprise-grade Role-based
security to control the access rights of users while
working with CRM data and modules, such as leads,
accounts, contacts, potentials etc. The Role-based
security includes Profiles, Roles, Data Sharing Rules,
Field-level security, and Groups.

7. Marketing Automation
 Develop targeted marketing campaigns based on customer profile and history
 Execute email campaigns around time-sensitive promotions and opportunities
 Track marketing expenditures in real-time
 Focus and improve the quality of your lead generation
By integrating your marketing management with Zoho Sales Force Automation, you can easily track
responses to identify what’s working, modify your efforts on-the-fly, and dramatically improve your
marketing ROI.
Feeds
Work Together, Share Insights and Accelerate your Sales.
Share Messages
Just post the message to your team via Feeds. You can
also reach out to a particular user or group by adding
@ which will notify the user or group about the
mention.
Work Together in Groups
Create groups instantly and work together on big deals, sales opportunities and marketing
campaigns. With a centralized location for communication, your team can share insights, obtain
answers and see what each team member is working on.

8. Workflow Automation
Workflow automation lets you streamline the sales, marketing, and support processes. Write your
own rules. Simplify your sales follow-ups based on your unique business needs. Automatically assign
leads and customers to the reps best qualified to handle them. Improve the efficiency of salespeople
by eliminating redundant steps while updating records, triggering email notifications etc. at the right
time.
Accelerate Sales Follow-ups
Getting Things Done
Set up workflow triggers while creating
records or modifying records. Associate
actions like tasks, email notifications, field
updates, webhooks and custom functions
with the CRM record that matches the
Associate tasks to the workflow rules so that new tasks are dynamically created for the salespeople
when CRM records are created or modified.
pattern.
Personalized Alerts
Configure email notifications using pre-defined
email templates and upon
triggering a workflow rule, personalized
emails are sent to all the recipients.

9. Time-based Actions
You have to execute a series of tasks, send email messages, and update CRM record at regular
interval. With time-based actions, you can automatically schedule the workflow actions at pre-defined
interval and close more deals in less time.
Generate Sales, Not Work.
Zoho CRM frees you to do what you do best: selling. Automate tasks, improve workflow and focus on
creating and capturing opportunities.
Capture Leads from your Website Improve your Workflow
Data-driven Marketing Visitor Tracking
Feeds Forecasting

10. Go Mobile. Take CRM with You
On a plane or at a remote location? Access customer data from your
mobile phones and be up-to-date - even in the offline mode.
“Zoho CRM gives you a
360-degree view of
your complete sales cycle
and pipeline. Identify
trends, spot
opportunities, increase
efficiency and reduce
costs with the right
answers, right now.”
Integration Available with other Apps

11. Some Screenshots