How Can Zoho CRM Help Reduce Costs For Your Business?

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How Zoho CRM Integration Can Help Improve Business Efficiency and Boost Sales
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April 3, 2021

Generating and nurturing leads is an important part of growing a business. Customer relationship management (CRM) software can help you with this task facilitating smoother coordination between teams, improving customer engagement and increasing conversion. Choosing the right CRM for your business will further help streamline various processes; customer service, marketing, sales and more. This, in turn, can help your team save a considerable time, thereby improving work efficiency & productivity, which will reflect in your company’s revenue.

An efficient customer relationship management software is the need of the hour, especially during this pandemic to ensure your team’s workflow is not affected. Thus, for this read, let’s look at how Zoho CRM can help reduce the cost for your business.

Page Contents

A] What is Zoho CRM?

As a leading CRM, Zoho is a SaaS (Software-as-a-Service) and cloud-based CRM platform that is highly powerful and cost-effective. Best suited for small businesses, Zoho CRM is also widely used by large enterprises and different business verticals. It can be customised to suit your business needs, help you retain existing clientèle and improve customer satisfaction.

Using Zoho CRM for business purposes can help you accelerate your business growth. It is a globally trusted CRM solution designed to support various functions within an organisation, including sales process management, customer support, leads and deal management, etc.

Click here to learn more about Zoho.

B] Zoho CRM Features

1. Customization:

From allowing you to create different layouts for various processes to offering custom modules, fields and advanced filters, Zoho CRM can be customised to suit the exact needs of your business. It also helps cater to a global audience by providing features such as multi-language and multi-currency.

Customization

Image Source: https://www.zoho.com/crm/customization.html?src=dd

2. Developer Platform:

One of the best Zoho CRM features, with the Zoho CRM’s Developer Platform, you can build integrated systems or develop web and mobile apps to offer customers a personalised experience.

Developer-Platform

Image Source: https://www.zoho.com/crm/developer/?src=dd

3. Analytics:

With the Zoho CRM, you can easily track & measure the performance of various sales and marketing activities. It provides real-time insights and helps identify key performance indicators, enabling you to make faster & smarter decisions.

Analytics

Image Source: https://www.zoho.com/crm/analytics.html?src=dd

4. Total Sales Force Automation:

Zoho CRM helps automate sales, marketing, and other support functions. It provides contact management, helping you stay connected with your customers through various communication channels. It provides lead & deal management, helping convert leads and close deals more quickly. It also assists in automating the workflow, which helps speed up the business processes.

Total-Sales-Force-Automation

Image Source: https://www.zoho.com/crm/sales-force-automation.html?src=dd

5. Sales Enablement:

This is a powerful Zoho CRM feature that allows your sales reps to curate and follow up on leads. It provides access to inventory, so you can easily create invoices, quotes, and orders. It allows you to add/modify customer information offline through Zoho CRM App, which automatically syncs online. The best part, you can sync Zoho CRM calendar with G-suite, Outlook and Office 365.

Sales-Enablement

Image Source: https://www.zoho.com/crm/sales-enablement.html?src=dd

C] Different Ways Zoho CRM Helps Reduce Costs

1. Centralised Database (One-system):

By far the biggest benefit of using a Zoho CRM that can help businesses reduce costs is the centralised database. Rather than using multiple tools for managing customer information, organising leads, sales opportunities and other details, you can simply use one-system (Zoho) that stores all your data in one place, making it easy to access and providing better data privacy and security.

2. Seamless and Free Migration:

Zoho makes it easier to migrate your company’s data from different CRMs and spreadsheets in a few easy steps. Once you collate the data in the required format, you can import the files to modules within the CRM. If there are no relevant fields to map, you can create new ones using Zoho. For a seamless migration, you can refer to Zoho’s CRM knowledgebase or get in touch with a Zoho CRM Consultant.

3. Tasks Automation:

Make use of this savings calculator to understand how much you can save with Zoho’s task automation. From reducing manual data entry to automating repetitive tasks, there are abundant ways Zoho can help streamline your team’s workflow, thereby saving time and reducing costs.

4. Predictive Sales Intelligence:

Zoho CRM provides an AI-powered assistant – Zia – that predicts future leads, deals, and sales with high accuracy. It helps identify the status of every deal, detects anomalies, measures sales strategies and more. In short, it provides the sales reps with an insight into patterns, scores, or activities that will help them to close a deal quickly.

Predictive-Sales-Intelligence

Image Source: https://www.zoho.com/crm/prediction.html

5. Measure Marketing Campaigns:

With the Zoho CRM, you can plan, execute and monitor different marketing campaigns in a more organised way. It lets you build and test sample campaigns. It lets you track customer inquiries, measure success metrics, among others.

6. Save on Paper & Printing with Online Document Management:

With Zoho Docs, you can create, store and share your documents online in a hassle-free manner. This leads to reduce paper consumption, helps you save on onsite storage & files and printing costs.

7. Integration with Third-Party Applications:

This is another way that businesses can reduce cost with the help of Zoho. This CRM platform makes it easier to integrate third-party applications. Just pick and choose plugins, add-ons and ready-to-use extensions from the many options available on Zoho Marketplace at no extra cost and zero coding. Amazing, isn’t it!

Integration-with-Third-Party-Applications

Image Source: https://marketplace.zoho.com/home

8. Ease of Use:

Zoho is one of the user-friendly CRM platforms that require no technical knowledge to manage, monitor or customise. It is an intelligent CRM that is simple to use, provides easy access to data and is divided into different modules, including but not limited to contacts, leads, vendors, deals etc.

9. Omni-channel Communication:

Empower your sales team with Zoho CRM that enables you to connect with your customers through different channels – phone, email, live chat, social media, web forms, etc. Get real-time notifications and connect with your customers on-the-go. This will facilitate effective communication and improve engagement leading to better revenue.

Image Source: https://pixabay.com/photos/office-desk-phone-smartphone-email-3962379/

10. Cost-effective Pricing Compared to other CRM:

As mentioned above, Zoho is one of the most cost-effective CRM platforms for small and medium businesses. It provides a 15-day free trial. You are not bound by any contract, as it is a pay-as-you-go service.

It offers 4 plans – Standard, Professional, Enterprise and Ultimate with the flexibility to cancel/switch plans any time you want. What’s more, you can opt for monthly or yearly plan and make payment online via Visa, MasterCard, PayPal and American Express or through bank and cheque transfer (for yearly subscriptions). Click here to learn more.

#Conclusion

The ways in which Zoho CRM can help transform your business are numerous. It is packed with powerful features that help you with all business processes. It is AI-powered which makes it an innovative tool that will help in future scalability. It also aids in remote work through Zoho mobile app. In short, it is a one-stop management software that’ll help speed up the overall business processes while helping you create a personalised experience for your customers.

To know more, get in touch with us!

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