Zoho CRM Plus Introduction and Free Trial. You can find more information from www.zoho.com or www.mergitech.com

1. Introducing the only end-to-end
Customer Engagement Suite.
Zoho CRM Plus unifies your customer-facing teams with a single all-in-one software and
provides them with visibility of every customer interaction. Empower your teams with the
technology they need to give your customers a better experience.
www.mergitech.com
Credit: Zoho.com
CRM PLUS - FREE TRIAL

3. Your Benefits
⁍ Create effective email campaigns to reach and interact with your prospects.
⁍ Proactively chat with your website visitors and convert them into prospects.
⁍ Create, schedule and deliver your social media content when your audience is most likely to
engage.
⁍ Manage your sales pipeline, spot opportunities, increase win rates, and grow your business.
⁍ Deliver unmatched customer service across multiple channels, languages, and time zones.
⁍ Plan, track, and collaborate on client deliverables using our project management tools.
⁍ From click to deal, it's all in one place. Drill down your Google AdWords campaigns and improve
conversion rates.
⁍ Gain data-driven insights on your sales performance with smart dashboards and KPIs.
⁍ Gather opinions, analyze results, and discover better ways to exceed customer expectations.
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4. Customer context across all touch points.
Unlike other approaches that involve separate products, Zoho CRM Plus is a tightly integrated, all-in-one customer
engagement suite. Give your customer-facing teams a 360-degree, contextual view of your customers across all touch
points to provide a seamless and consistent experience at every stage of the customer journey.
Multichannel Engagement
Deliver a contextual and engaging customer experience
across every customer touchpoint - including phone,
email, live chat, surveys, social media and support tickets.
Inter-team Communication
Get more done together. Create a connected ecosystem
for all of your teams to work together on client projects,
marketing campaigns, and customer conversions.
Insights and Intelligence
To get a clearer picture of your customer, your data needs
to work together. Collect, analyze and act upon your
customer data across channels in real time.
Productivity
Your teams operate differently, but the end goal is the
same. Boost team productivity and efficiency with
customer-centric context for every activity.
Administration
Get your team up and running in no time. Systematically
manage your teams with a centralized panel as they scale
over time, and avoid the hassle of multiple payments.
Mobility
Zoho CRM Plus offers a full range of mobile apps to help
your teams stay informed, flexible, ready to engage
customers and make decisions on the go.
www.mergitech.com
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5. Today's customers are ready to be engaged across multiple channels. Zoho
CRM Plus offers the industry's first multichannel customer engagement
suite, so you can provide the best customer experience, no matter the
medium: phone, email, live chat, surveys, and social media.
⁍ Multichannel
Engagement
⁍ Inter-team
Communication
⁍ Insights and Intelligence
⁍ Productivity
⁍ Administration
⁍ Mobility
www.mergitech.com
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6. Email with the right context.
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Personalize your email messages and campaigns
using contextual data from your lead and
customer records. Target the content and timing
of your emails to nurture and qualify leads, or to
make sure that you engage with customers
before, during, and after a sale.
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7. Customer service that puts the
customer first.
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Zoho's all-in-one help desk pulls data from all of
your support channels - phone, email, live chat,
and even survey responses. View and respond to
customer tickets from a single, universal inbox.
Improve your customer support activities with
features like ticket management, SLAs, canned
responses, and knowledge base.
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8. Go social.
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Leverage the instantaneous nature of social media to easily connect with new leads and capture your customers' attention on every platform. Whether you
receive a mention from a prospect or post a new campaign, use our powerful social publishing tools to create meaningful interactions with full customer context.
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9. Know in real time. Act in real time.
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Creating meaningful conversations with your
customers on multiple channels requires having the
right information at the right time. SalesSignals
provides real-time notifications about your prospect
and customer activity, such as when they open your
email campaigns, mention your company on social
media, or send you a live chat message from your
website. Customize your notifications to only see
the customer interactions you find most important.
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10. Turn visitors into prospects.
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Engaging website visitors can be challenging.
Unlike brick and mortar stores, when prospects
visit a website they are disconnected from real-
time assistance. With Zoho CRM Plus, you get
access to our Google Adwords integration and
live chat to understand exactly what your
website visitors are looking for and assist them
online.
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11. Make calls that count.
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Bring traditional phone support to the cloud, and let your
customer-facing teams place, receive, transfer, and record calls in
CRM Plus with PBX and telephony systems. Personalize your sales
calls and customer support interactions by initiating context-
specific conversations. Having complete customer information at
your fingertips results in more sales, quicker resolutions, and
stronger customer relationships.
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12. Make smarter decisions with surveys.
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Get to know your customer base by embedding personalized surveys onto your website or adding a questionnaire to your email campaigns.
Optimized for mobile, surveys let your customers provide instant feedback wherever they are,
so your teams can make informed decisions.
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13. Connect in person.
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With a full range of mobile apps, including offline capability,
Zoho CRM Plus allows you to stay connected and update your data when you're meeting leads and customers in person.
See which prospects are nearby, scan business cards, upload documents, send email campaigns, and more, from any device.
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14. Bridge the gap between your sales, marketing, and support teams, and give
them the flexibility to collaborate in real time and communicate
deliverables across departments. With access to a shared customer
database and real-time messaging tools, every team member can work
together to deliver a consistent customer experience before, during, and
after a sale.
⁍ Multichannel
Engagement
⁍ Inter-team
Communication
⁍ Insights and Intelligence
⁍ Productivity
⁍ Administration
⁍ Mobility
www.mergitech.com
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15. Drive teams toward a common goal.
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Every customer-facing team needs to deliver on daily tasks while also discovering new opportunities.
Project management tools such as milestone tracking, task lists, shared calendars, forums,
and reporting help your teams stay organized and on track with their objectives - at every stage of the customer life cycle.
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16. Work better together.
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Your sales, marketing, and support teams are
cross-functional, working hand in hand to achieve
a common goal. From idea generation to campaign
execution, Zoho CRM Plus uses feeds to help your
teams discuss ideas, share status updates, and
communicate deliverables for faster decision
making and more transparency.
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17. Stay in the loop.
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Stay updated on the projects and developments
you care most about. Receive instant notifications
for upcoming meetings, tasks or support tickets
assigned to you, customer record updates, and
more. Get immediate feedback from other team
members by tagging them in a shared document or
presentation.
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18. Real-time conversations across multiple teams.
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As your business grows, so do your teams. You could end up spending a lot of time finding the right information you want when it is buried deep under
long email threads. With Zoho CRM Plus, all your team communication is unified in one place. Connect with anyone in your organization in real time,
share files and make calls, right from your desk.
Share Files | Video Calls | Group Chats
Quickly and easily share your documents, spreadsheets, presentations, and PDFs with anyone in your organization.
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19. Real-time conversations across multiple teams.
______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
As your business grows, so do your teams. You could end up spending a lot of time finding the right information you want when it is buried deep under
long email threads. With Zoho CRM Plus, all your team communication is unified in one place. Connect with anyone in your organization in real time,
share files and make calls, right from your desk.
Share Files | Video Calls | Group Chats
Instead of setting up complicated video conferences, start a video chat with anyone in your organization.
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20. Real-time conversations across multiple teams.
______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
As your business grows, so do your teams. You could end up spending a lot of time finding the right information you want when it is buried deep under
long email threads. With Zoho CRM Plus, all your team communication is unified in one place. Connect with anyone in your organization in real time,
share files and make calls, right from your desk.
Share Files | Video Calls | Group Chats
Invite your entire team over for a group chat, and eliminate the need for lengthy email threads.
Cut to the chase with @mentions, and make your messages informal through emojis, GIFs, or photos.
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21. Customer centricity means putting the customer at the center of your
business. This starts with having the right data and knowing how to make
informed decisions before, during, and after a sale. Zoho CRM Plus helps
your customer-facing teams gather contextual information and derive
insights from the many touchpoints of today's complex customer lifecycle.
⁍ Multichannel
Engagement
⁍ Inter-team
Communication
⁍ Insights and
Intelligence
⁍ Productivity
⁍ Administration
⁍ Mobility
www.mergitech.com
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22. Your team performance at a glance.
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Use KPIs to highlight sales goals and create customizable
dashboards. Whether it is closing new leads or creating
new potentials, you can track your teams' progress
regularly and understand how they measure up. Use this
information to tailor specific strategies to help them
improve and congratulate them when they achieve their
targets.
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23. Turn data into insights.
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Having a wealth of customer data comes in handy only if you can uncover the potential insights it contains. Zoho CRM Plus
includes a fully-featured reporting solution that connects data from various sources into a single repository to help you identify
new business opportunities. Import data from spreadsheets, your AdWords account, or cloud services like Google Drive. Create
custom metrics, personalized reports and multi-dimensional analysis - all without the need for programming.
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24. Anticipate revenue.
Stay ahead of the game.
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Accurately forecast the needs of your sales and marketing
teams to effectively manage your resources, and to build
a strategic plan to avoid unforseen circumstances. Zoho
CRM Plus helps you anticipate your sales revenue by
breaking down the current performance of your
individual salespeople, teams, or territories. Compare
sales from previous years to the current one, and identify
top achievers based on regions or hierarchy.
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25. Know now, act now.
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Drive your customer-facing activities forward by
having the right information when you need it.
With SalesSignals, receive instant updates
about when a prospect or customer opens an
email, sends you a chat through your website,
or mentions you on social media. Stay informed
about customer activity as soon as it happens.
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26. Track website visitors, click by click.
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Identify some of your top prospects by tracking
website visitor activity with status reports, and bring
in new leads to your CRM. Categorize visitors based
on number of visits, location, referral source, live
chat interactions, and more. Identify what hours of
the day your customer support activities are busiest,
and make informed decisions about team resource
allocation.
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27. Analyze marketing campaigns across channels.
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Your marketing team has several campaigns running across multiple channels at any given time. Zoho CRM Plus provides detailed, updated reports and
analytics for every type of campaign to help you understand what strategy works best for engaging your audience and improve your marketing plan over time.
Email| Social
Go beyond traditional email statistics like open and click rate. Pinpoint subscriber geo-location, learn which devices and platforms your customers use most,
keep an eye out for spam complaints and bounce rate, and track your campaign's level of engagement on social media. Compare campaigns using industry metrics
to identify which ones perform best, and use that insight to improve your content, delivery, and response rates.
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28. Analyze marketing campaigns across channels.
_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Your marketing team has several campaigns running across multiple channels at any given time. Zoho CRM Plus provides detailed, updated reports and
analytics for every type of campaign to help you understand what strategy works best for engaging your audience and improve your marketing plan over time.
Email| Social
Identify your core audience on social media, and discover which content resonates with them the most.
With built-in analytics, learn what the best time is to publish for maximum engagement,
and track positive and negative interactions across multiple social networks, including likes, tweets, posts, and comments.
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29. Understand the ROI
from your Adwords investment.
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Not every ad campaign results in greater ROI or more leads, but with Zoho CRM Plus for Google AdWords, you can take
the guesswork out of the equation and maximize the returns on your efforts. Discover which keywords bring you quality
leads and when to place your bids. Analyze the behavior of your most qualified leads, so you can optimize your website
based on those types of visitors.
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30. Understand your audience better.
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Personalized surveys are one of the best ways to gather
customer insight, such as product interest, support
needs, and user experience and satisfaction. With over
200 templates, Zoho CRM Plus lets you create popular
surveys for every need - from CSAT and NPS surveys, to
event and education templates. Include surveys within
your email marketing campaigns, and use them as part
of your strategy for learning more about your website
visitors to bring in new leads. Integrated real-time
survey response tracking with your CRM data keeps
your sales, marketing, and support teams continually in
touch with what your customers are saying.
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31. We define productivity as improving your business processes and making
them easy. From prospect to payment and everything in between, Zoho
CRM Plus helps you tackle all your complex business processes into
automated, efficient workflows. Improve every part of your business,
across all your departments and keep your teams working efficiently.
⁍ Multichannel
Engagement
⁍ Inter-team
Communication
⁍ Insights and Intelligence
⁍ Productivity
⁍ Administration
⁍ Mobility
www.mergitech.com
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32. Automate your sales process.
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Give your sales reps the time and freedom to
focus on nurturing leads and keeping customers
happy by automating their day-to-day mundane
tasks. Use workflows and automation to easily
assign incoming leads, trigger alerts and tasks for
each rep, automatically send emails, and keep all
prospects in your pipeline moving toward a
closed deal so your sales reps can do what they
do best - close more deals.
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33. Your help desk on demand.
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Allow your support reps automate their regular
routine tasks - from assigning tickets, prioritizing
them, escalating them based on SLAs to following up
with customers. Workflow process automation is
designed to be extremely flexible while being simple
to implement - so your support agents can focus their
attention on the customer, not the process.
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34. Consistent campaigns, everywhere.
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Optimize your marketing strategy across multiple
channels to provide a consistent customer experience.
Before, during, and after a sale, use automation to
coordinate the content and timing of your email and
social campaigns. With workflows, you can segment
leads, trigger auto-responders, and send a series of
messages to fast-track communication with the
customers who want to hear from you.
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35. Hit your numbers faster.
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Zoho CRM Plus offers sales activity management tools
complete with daily and monthly target goals, point-
based contests, leaderboards, and trophies to help
boost sales activities and strengthen the morale and
productivity of your customer-facing front line.
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36. Find the emails you need.
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Instead of sifting through thousands of sales emails to find a specific correspondence, Zoho CRM
Plus includes an email inbox that intelligently segments incoming messages according to your
current priorities. Emails can be organized based on customer data, such as messages pertaining to
leads, contacts, and deals, allowing you to cut through the clutter and find just the email you need.
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37. Proactively engage website visitors.
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A deal starts from the moment a prospect visits your website. Intelligent triggers help you automate website visitor engagement so you never
miss an opportunity. Convert visitors to leads in your CRM or trigger emails to go out to prospects who want to hear from you. Target your
content based on visitor geo-location or initiate questions based on email campaign responses. Increase sales conversions and improve your
quality of service by monitoring the live chats between your website visitors and sales agents.
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38. Spending days setting up CRM, Help Desk, Project Management and other
customer engagement systems for every team in your company isn't
practical. Zoho CRM Plus simplifies setup and administration, minimizing
the time you spend on managing the system without impacting
functionality, security, or even user experience. Flexible enough for
companies of all requirements and sizes, Zoho CRM Plus is designed to
grow with your business and eliminate the headache of coordinating
different software products across departments.
⁍ Multichannel
Engagement
⁍ Inter-team
Communication
⁍ Insights and Intelligence
⁍ Productivity
⁍ Administration
⁍ Mobility
www.mergitech.com
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39. Integrated and ready to use.
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The Zoho CRM Plus suite of applications is pre-integrated and ready to use out-of-the box. We build our apps from the ground-up within the
same ecosystem, giving your customer-facing teams access to shared customer data and a unified experience, from a single console.
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40. Easy to get up and running.
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Traditional customer management systems require administrators or consultants for
the initial setup. Zoho CRM Plus comes with an easy onboarding mechanism to get
your organization up and running in the cloud from day one, without the need for
complicated configurations or coding.
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41. Centralized administration panel.
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As your business grows, you'll need to easily manage which data users have access to. With a centralized admin panel, eliminate the hassle of
adding new user accounts and assigning roles and permissions by managing your entire Zoho CRM Plus suite from one place.
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42. One payment.
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Using multiple products from different vendors typically involves paying and reconciling separate bills. But with Zoho CRM Plus, you get
access to 10 of our best products with one straight foward pricing plan. And with only one bill for the entire suite, you no longer have to
keep track of multiple recurring payment cycles.
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43. Stop confining your business to your desk: Take it with you. Zoho CRM Plus
offers a full range of mobile apps which make it convenient not only to
access basic contact information, but also to log leads, access marketing
insights, sales collaterals and organizational updates on the fly.
⁍ Multichannel
Engagement
⁍ Inter-team
Communication
⁍ Insights and Intelligence
⁍ Productivity
⁍ Administration
⁍ Mobility
www.mergitech.com
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44. Stay connected with Zoho CRM Plus mobile apps.
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Projects
Connect, keep up with your team,
manage tasks on the go and get your
work done faster.
CRM
Get real-time access to customer
information, receive sales
notifications, find customers nearby,
create tasks and much more.
SalesIQ
Engage visitors via live chat, use lead
scoring to organize your website
visitors and prioritize them.
Business card scanner
Effortlessly digitalize and save
business cards on your iPhone when
you attend meetings, events,
conferences and trade shows.
Leads
Capture leads directly into Zoho CRM.
Follow-up with attendees quickly by
assigning lead owners, adding tasks
and notes, sending follow-up emails
right from the app.
Motivator
Stay motivated and on track wherever
your job takes you. Access and view
your KPIs, Targets, and Contests away
from the office.
Zoho Social
Monitor social networks in real-time,
act on insights to create better
content and build your presence on
social media.
Zoho Reports
Keep track of your key business
metrics, spot trends early,
collaborate with your colleagues and
arrive at informed business decisions
on the go.
Zoho Survey
Create surveys, customize them with
themes and templates, access reports
and customize them on your iPad.
Desk
Review support tickets, assign tickets
to your support reps, collaborate and
provide top-notch customer support,
wherever they are.
Campaigns
Send campaigns, monitor them,
manage your contacts and subscriber
lists on the go.

45. www.mergitech.com
- CREDIT -
https://www.zoho.com/crm/crmplus/
9 Soi Suksawat 33 Yeak 7-2, Suksawat Road,
Rat Burana, Bangkok 10140 Thailand.
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