Customer Segmentation : Segment leads and customers into groups for personalized outreach and higher conversion rates.
3. Omnichannel communication
Zoho CRM enables omnichannel communication , helping businesses connect with customers across multiple platforms.
Email, Phone, and Social Media : phone, and social media.
Live Chat : Interact with website visitors via live chat, converting potential leads into customers.
Customer Portals : Give customers a portal to view and manage their interactions with your business, improving transparency.
4. Analysis and reports
Zoho CRM offers advanced analytics and customizable reporting vp administration email lists tools to provide insights into sales, marketing, and support metrics.
Custom Reports : Generate reports on key performance metrics including sales trends, customer behavior, and marketing success.
Dashboards : Visualize data through customizable dashboards, making it easy to track progress and analyze key indicators.
KPI Forecasting and Tracking : Forecast sales results and track KPIs to support data-driven decision making.
5. Artificial Intelligence (Zia)
Zoho CRM integrates Zia , its AI-powered assistant, to provide predictive sales insights, automate tasks, and improve overall productivity.
Predictive Sales Insights : Zia provides insights into customer behavior, lead scoring, and deal progress, helping sales teams make informed decisions.
Anomaly Detection : Zia detects unusual trends or issues in sales data, alerting teams to potential challenges.
Workflow Tips : Based on usage, Zia suggests ways to optimize workflows, helping users get the most out of Zoho CRM.