Sales and marketing functions are the core element of any company. Improving the productivity and efficiency of the sales team means increase in the sales and profit. Here are some of the benefits of using Zoho CRM in Trading business.

1. Proper recording and tracking of the leads

Salespeople deal with a lot of enquiries and leads every day. Most of the details of the enquiries are recorded in their mind or diaries. Lacking a common platform for managing these queries makes the company lose the database as well as proper follow ups. Also, these leads will be missing from the radar of the company while the salesperson is leaving the company, as there are no records available regarding the same.

2. Quotes and Follow ups

Zoho CRM can be used for preparing the quotes in a professional way with the customized quote template. It can handle approval process with different scenarios and documentation of the same.

3. Tracking and follow ups

Any activity related to leads / Quotes/ customer can be monitored within Zoho CRM. It will give the clear picture on the users’ meetings, tasks, email etc for better understanding of the situation. Communication between the team also can be captured within the system which helps to document the communication for future.

4. Automations

Zoho CRM support plenty of automations such as email alerts, task creation, escalations, reminders, notifications etc. It helps to reduce the manual involvement in the routine jobs

5. Better management of the lead generation

Connecting the Zoho CRM with website, social media channels, emails etc are some of the examples of ‘how the lead generation can be improved’. Integration with the lead generation channels helps to save time and to reduce errors.

6. Target Management

Prepare, manage, track and monitor the target of sales team within the CRM itself. Zoho CRM gives the real-time analysis including the surplus / deficit with the target set. Target can be set at individual level, Territory level and team level.

7. Key Performance Indicators

Even though the performance of the sales team is evaluated based on the closing of deals, there are many other elements which makes the sales team member unique. It can be many factors, such as number of new customers, mixture of different products etc. Zoho CRM has the features to prepare and monitor Key Performance Indicators based on different criteria. It can also recognize the team member with pre-defined badges on achieving the determined target.

8. Reporting

Reports are the very important for better planning and monitoring. Zoho CRM supports generation of reports in any permutation and combination using the data captured in Zoho CRM. Also, Zoho CRM has the feature to create new reports based on the user requirements. Its report scheduling option helps the user to save time by having the regular repots in their inbox at the desired time.

9. Dashboard

Graphical presentation of the data in a useful model is one of the best features of Zoho CRM. It gives the users to track the performance and other key elements without going through large spreadsheets. Zoho CRM has a dedicated application only to display the Dashboards. This is one of the favorite among the Top level management.

10. Mobile application

As some of the people say, salespeople are like birds. They fly from morning to evening to different customers and locations. So they need to have something simple to update the notes about their leads, meetings, tasks etc. User friendly mobile application of the Zoho CRM is very handy for the salespeople to manage their day today tasks.

Assistance from Alchemist Advanced Technologies:

As a leading partner of Zoho, we can assist you with setting up and implementation of Zoho CRM.

Reach us: connect@aatmea.com / +971556205750