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What is Zoho CRM?

By February 5, 2020May 6th, 2020No Comments

Customer relationship management, otherwise known as a CRM, is one of the most helpful tools any business could use. So, what is CRM software and what is Zoho CRM? Some people refer to a CRM system as a Rolodex on steroids. It’s a one-stop shop where you can keep all of your client’s contact information, organize your business deals, track marketing campaigns, and so much more. Zoho released their CRM software in 2005, and since then has been improving and updating it. They do this to truly focus on the “relationship” part of customer relationship management. Zoho CRM is widely used across the world use to its low cost, and different software program that are easily integrated into the main CRM.


Why do businesses need Zoho CRM Software?

As a salesperson, it is important to keep your client’s information organized. Being able to quickly access a client’s company information, while also remembering that this particular client’s favorite football team is heading to the Super Bowl, adds a personal touch that makes people want to do business with you. Before CRM software, all of this information would be stores in spreadsheets, post-it notes, file boxes, your brain… Now, with Zoho CRM, it can all be in one easy to access place.

The high level of organization that Zoho CRM provides its clients lead to higher sales. This increase in sales doesn’t just happen due to an improvement in customer relationships, but Zoho CRM lets staff manage how often they are reaching out to clients . Strong organization within Zoho CRM allows a business to anticipate the needs of their clients. This leads to happy customers, increased sales, and hopefully a successful business.

Not only does Zoho CRM increase communication among clients, but it also allows the members of your business to work seamlessly together to make things run smoothly. Through Zoho CRM, you can easily track sales, create team goals, share information about clients, and create automated workflows . Zoho CRM allows your team to focus on what is really important: creating strong and valuable relationships with clients.

Why choose Zoho CRM?

  • It is an inexpensive, web based CRM software.
  • It is fairly user friendly and with the right training , an be very customizable to your specific business needs.
  • Offers a wide range of products that easily integrate into Zoho CRM. These products help with bookkeeping , HR management, marketing , web development, and more.

What are Zoho’s products, and features?

As previously discussed, Zoho is an all-in-one business solution that has a wide range of products to suit all business needs. All of these products integrate easily with CRM. Beyond CRM, some of our client’s favorite products are Zoho Projects and Zoho One.

Zoho Projects is a project management software that allows teams to work together to create goals, milestones, timelines, and tasks, that can help businesses track a project from start to finish. Many of our clients have found this software integral to their day-to-day business management.

Zoho One gives clients access to a growing list of 40 business applications (including Zoho CRM and Zoho Projects) that easily integrate with each other, allowing information to be seamlessly imported, exported, and shared among platforms. With 40+ applications, there is a lot to learn, but with the proper training the Zoho platforms can be a fundamental part of how you do business.

How do I learn to use Zoho?

Like any software, the basics of Zoho are pretty easy to understand, but things get a little more complicated when you want to begin to use the program its fullest potential. Zoho  business suite can be customized and automated so it works for your business.

Because the customizable options can be difficult to navigate, professional training or hiring technical support are the best ways to get the most out of the Zoho suite of products. The Marks Group offers expert-led Zoho training and support on all Zoho apps and products. Contact us at to find out more and check out our YouTube video library!

Rachael Socha

Author Rachael Socha

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