From the Digity Blog

How Zoho CRM Could Change Your Business for the Better

  • By Catherine Dove
  • 12 Oct, 2016

CRM (Customer Relationship Management) is not merely a tool or application, but a way of business, including the strategies, practices as well as the technology that a company utilises to manage and analyse customer relations. CRM systems, such as Zoho, are designed to integrate customer information, documents and analytics into one easy-to-use database. Other useful functions that are often compiled within these systems are recordings of customer interactions (for instance emails, phone calls, social media and business deals), and automated workflow processes, such as alerts, task management and calendar functions. Zoho’s simple yet powerful interface has a lot of advantages, its flexible and comprehensive set of features having a lot of potential for the growth of client-led businesses.


Key Features of Zoho:




Zoho CRM provides sophisticated sales management functions such as lead generation & qualification, sales pipeline analysis, sales stage & probability analysis,competitor analysis, real-time sales forecasting and other useful metrics. The automation of these processes mean that your whole team can collaborate and share information seamlessly, making your selling faster and your business deals quicker and stronger.


Here are some of the key terms you will find in Zoho CRM:




Generating and driving leads is made simpler through these automatic processes, from capturing leads directly from website visits to matching sales-ready leads to the appropriate sales people. You can import leads from external sources such as trade shows, seminars, direct mail, and other programs with a few clicks, accelerating the speed from lead to deal. Learn more about lead management  here .



Customer accounts management in a shared database means you can monitor all customers and related contacts, even creating parent-child relationships between customer accounts and their subsidiaries or other divisions. A great function of Zoho CRM is the ability to track customer purchase history, so you can identify cross-sell and up-sell opportunities, and establish effective loyalty programs. Want to see you customers from a geographical perspective? Or those selling similar products? Zoho allows you to view customers across products, geographies, account and status. Learn more about customer account management  here .


Following up
becomes quick, easy and systematic due to Zoho’s task management system and intuitive calendar. Calls to and from customers can be logged in an easily accessible system for quick reference. If you feel like you should be calling a customer regularly, Zoho allows you to set recurring tasks and events (daily, weekly, monthly or annually) so your business routine become systematic and effective. Invite customers and clients for calls or meetings through Zoho, scheduling and storing these events in your calendar.

Accurate forecasting can be based on Zoho’s CRM data, from simply estimating revenue to creating complex but fully customizable forecast reports and dashboards for each customer/client. Within your business, Zoho can accurately establish and assign sales quotas for individuals or teams, and track their individual and team performance. Learn more about about forecasting  here .



Here at Digity, Zoho CRM is utilised completing a variety of different tasks, and the comprehensiveness of the system is unbeatable. For any client-led business, Zoho CRM can help you maximise your prospects, for a healthy, expanding business.


For more information or advice on how to build up and improve your client base, give us a ring on 01189 100 012 or contact us on info@digity.co.uk.


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