Sales Automation Marketing Automation Customer Support and Service Analytics and Reporting Mobile App AI-powered Features Centralized Customer Data: ZOHO CRM provides a centralized database to store and manage customer information, ensuring easy access and comprehensive insights. 2.Improved Customer Relationships: The CRM model enables businesses to track customer interactions, leads, and opportunities, leading to better customer engagement and satisfaction. 3.Enhanced Sales Productivity: ZOHO CRM streamlines sales processes, automates repetitive tasks, and provides real-time analytics, empowering sales teams to be more efficient. 4.Marketing Automation: The platform allows businesses to automate marketing campaigns, track results, and nurture leads, leading to more effective marketing strategies. 5. Customization and Integration: ZOHO CRM can be customized to suit specific business needs and seamlessly integrates with other applications and tools, enhancing overall productivity. 6.Data Security and Privacy: ZOHO prioritizes data security, ensuring that customer information is protected and compliant with privacy regulations. 7.Mobile Access: With mobile apps, ZOHO CRM enables remote access, allowing teams to stay connected and responsive on-the-go. 8.Analytics and Reporting: The CRM provides powerful analytics and reporting features, helping businesses gain valuable insights into their performance and make data-driven decisions. Modern CRM systems -Zoho CRM is used by start-ups, large enterprises, and verticals like real-estate, healthcare, insurance, legal, media, restaurants, travel, banking, tax, freelancers, and non-profits to increase their sales, marketing, and customer support efforts. In general used by - B2B, B2C, SMB’s (Small & Medium Businesses), Enterprises Customers include -  Netflix, OLA, hotstar, Bose, Ducati, and Rain For Rent Everything within the Zoho ecosystem is built to work together. In the future, if your business requires solutions for your other departments, you can build out a comprehensive platform for every part of your organization with relative ease.

1. ZOHO
CUSTOMER RELATIONSHIP MANAGEMENT
TOOL
By: Swarn shekhar

2. CUSTOMER
RELATIONSHIP
MANAGEMENT
 It is a strategy and technology used by businesses to manage their interactions with
existing and potential customers.
 GOAL: To improve customer satisfaction and retention while also streamlining sales,
marketing, and customer service processes.
 CRM systems provide a centralized database, sales management, marketing automation, and
customer support.
 CRM systems enhance customer engagement, sales efficiency, marketing effectiveness,
customer service, and data-driven decision-making, improving customer service, sales,
marketing, and growth.
 Overall, CRM plays a crucial role in managing customer relationships, fostering loyalty, and
driving business success in today's competitive market.

3. CRMTOOLS
1. Salesforce
2. HubSpot
3. Zoho
4. Microsoft Dynamics 365
5. Insightly
6. Pipedrive

4. HISTORY
 1996-2009, known as Adventnet.inc provided network management software.
2023
2022
2017
2009
2005
2001
Expanded
in Japan
80 million
users
Launched
Zoho One
Renamed
Zoho
Corporation
CRM
introduced
Collaborated
with Payoneer

5. ZOHO
 Zoho Corporation is a privately-held
software company based in India, founded in
1996 by Sridhar Vembu and Tony Thomas.
 It is a cloud-based CRM software for
streamlining sales, marketing, and customer
support processes.
 Their product suite includes Zoho CRM, Zoho
Books, Zoho Projects, Zoho Desk, Zoho
Analytics, and Zoho Mail.
 Zoho's customer base includes startups,
small businesses, and large enterprises.
 Their integrated ecosystem allows for
seamless data integration, privacy, and
security. .

6. KEY FEATURES
 Sales Automation
 Marketing Automation
 Customer Support and Service
 Analytics and Reporting
 Mobile App
 AI-powered Features

7. COMPETITORS OF ZOHO CRM
 SALESFORCE SALES CLOUD CRM
 HUBSPOT CRM
 FRESHSALES CRM

8. ZOHO CRM
 Affordable
 Small and medium sized enterprises
 User-friendly and straightforward
 Both support third-party integrations
 Available for iOS and Android
 Contact management, lead generation,
sales tracking, reporting, marketing
automation.
SALESFORCE SALES CLOUD CRM
 Expensive
 Large enterprises
 Complex
 Both support third-party integrations
 Available for iOS and Android
 Contact management, lead generation, sales
tracking, reporting, marketing automation,
customer support.
ASPECTS
Pricing
Target
Audience
Ease of Use
Integrations
Mobile Apps
Features

9. ZOHO CRM
 Sales management
 Traditional
 More affordable
 Businesses that need a
powerful sales management
platform
HUBSPOT CRM
 Marketing automation
 Modern and user-friendly
 More expensive
 Businesses that need a
comprehensive
marketing automation
platform
ASPECTS
Focus
User
Interface
Price
Preferred
for

10. ZOHO CRM
 Starts at $12 per user per
month
 CRM, CS, MA, project
management, accounting,
inventory management
 Zoho Marketplace (over
1,000 apps)
 Traditional
 Businesses that need a
more comprehensive
business platform
FRESHWORKS CRM
 Starts at $15 per user per month
 Customer relationship
management (CRM), customer
service (CS), marketing
automation (MA), help desk, IT
service management (ITSM)
 Zapier, Salesforce,Google Drive
etc.
 Modern and intuitive
 Businesses that need a customer-
facing CRM platform
ASPECTS
Price
Features
Integrations
User interface
Best used for

11. UNIQUE SELLER PROPOSITION OF ZOHO
Broad coverage, deep features, and intuitive UI
 User friendly and easy to use, Low learning curve for people who are not used to
a CRM Consistent interface and user
 Where other CRMs use predatory business practices and aggressive, multi-year
contracts to strong arm users into sticking around, Zoho is so confident in the
strength of their product that they offer flexible, month-to-month subscriptions
that can grow with customer’s business.
 Basic features available for free-to-use users as well.
 Highly customizable - Build advanced business logic with functions, Create own
integrations, Embed third-party Widgets, Build cross-platform applications etc.

12. THE ZOHO ECOSYSTEM
Once you sign up for Zoho CRM, you automatically have access to more than 40 integrated
business and productivity applications, on both web and mobile, for your entire organization.
Everything within the Zoho ecosystem is built to
work together. In the future, if your business
requires solutions for your other departments,
you can build out a comprehensive platform for
every part of your organization with relative
ease.

13. ZOHO - SECTORS
• Modern CRM systems -Zoho CRM is used
by start-ups, large enterprises, and verticals
like real-estate, healthcare, insurance,
legal, media, restaurants, travel, banking,
tax, freelancers, and non-profits to increase
their sales, marketing, and customer
support efforts.
• In general used by - B2B, B2C, SMB’s
(Small & Medium Businesses),
Enterprises
• Customers include - Netflix, OLA,
hotstar, Bose, Ducati, and Rain For
Rent

14. BENEFITS OF ZOHO CRM
1.Centralized Customer Data:
ZOHO CRM provides a centralized database to store and manage customer information, ensuring easy access and comprehensive insights.
2.Improved Customer Relationships:
The CRM model enables businesses to track customer interactions, leads, and opportunities, leading to better customer engagement and
satisfaction.
3.Enhanced Sales Productivity:
ZOHO CRM streamlines sales processes, automates repetitive tasks, and provides real-time analytics, empowering sales teams to be more
efficient.
4.Marketing Automation:
The platform allows businesses to automate marketing campaigns, track results, and nurture leads, leading to more effective marketing strategies.
5. Customization and Integration: ZOHO CRM can be customized to suit specific business needs and seamlessly integrates with other applications
and tools, enhancing overall productivity.
6.Data Security and Privacy:
ZOHO prioritizes data security, ensuring that customer information is protected and compliant with privacy regulations.

15. DEMO THROUGH SCREENSHOT

26. THANKYOU