Channels: an Overview

Channels: an Overview

While customer relationship management is an important aspect of running a business, it can often become overwhelming due to the extensive amount of work involved. You must always ensure you are keeping in touch with your customers through email and over the phone so you don't miss out important leads or a potential deal. In the meantime, it is also crucial to stay on top of your projects. Sometimes such multitasking may show downside effects on the overall functioning of your business. 

Zoho CRM aims to make this easier for you by providing multiple features under a single platform. Collectively these feature can help you a great deal in enhancing communication with your customers.

Email: You can send emails to your customers from the CRM account. You can also integrate your personal email accounts with CRM to make sure the information in always in sync and available to other users. Besides this, you can receive notifications for important emails sent by your customers.

Telephony: From wasting time following-up with the wrong leads to missing out noting important information about an important call, sales reps face a range of problems, which can be solved by integrating their Zoho CRM account with their telephony system. This can also help reps provide a personalized customer experience over the phone and focus on closing more deals. 

Social: Integrating your Twitter and Facebook accounts with Zoho CRM not only helps you identify the kinds of products your leads or customers are interested in, but also to understand their requirements. You can receive notifications whenever a lead or contact mentions, likes or tweets about your product. It plays a pivotal role in automating lead generation because you can add these interested prospects as leads or convert them to contact from your social media account. 

Chat: Visitor tracking integration—adding chat scripts—allow you to track the number of visitors to your site and how they are interacting with it. You can get notifications each time your website is visited and learn more about their interests by talking to them. You can also help clear doubts, have one-on-one interaction and assist better.  

Sales Signals: It can be challenging to stay on top of all touch points through which your customers reach out to you, unless you are able to track them all in the same place. Zoho CRM makes it easy to track leads or customers and follow-up with them by providing real-time notifications on their activities.

Portals: You can create separate portals for different modules and grant access to the customers, partners, vendors etc. to access or update information in CRM. By granting only limited and required access you can ensure that only a part of your CRM is open to your customers while the confidential data always remains secure.

SEE ALSO

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace
      Start your free trial

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                                


                            





                          Manage your brands on social media
                          Access Zoho Social





                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Features

                                      Form Templates

                                      Customers

                                      Mobile Forms

                                      Pricing

                                      Integrations

                                      Blogs

                                      Ebooks

                                      Tips & Tricks

                                      Community

                                      Terms of Use

                                      Secure your business
                                      communication with Zoho Mail
                                      Get started


                                      Mail on the move with
                                      Zoho Mail mobile application
                                      Go Mobile

                                        Stay on top of your schedule
                                        at all times
                                        Get started


                                        Carry your calendar with you
                                        Anytime, anywhere
                                        Get started


                                          Latest Announcements


                                              Zoho Sign Resources

                                                What's new
                                                Help Guide
                                                Solutions Guide
                                                API
                                                Blogs
                                                FAQ's
                                                Legal Guide
                                                Forums
                                                Webinars

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now



                                                    Zoho SalesIQ Resources


                                                        Zoho TeamInbox Resources



                                                              Latest Feature Updates

                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now





                                                                            Setup Zoho Bigin in 30 Minitues
                                                                            Latest Feature Updates


                                                                                Latest Feature Updates



                                                                                          • Related Articles

                                                                                          • Signals - An Overview

                                                                                            Gone are the days when customers communicated with your brand through relationship managers only. Now customers have multiple channels by which they communicate with your company. From visiting your website to filling up surveys, from raising support ...

                                                                                          • Email Parser — Overview

                                                                                            Email Parser — An Overview One of the most important and foremost steps in the sales process in any business is lead generation, as the quality of leads generated ultimately determines business growth and revenue. It is also one of the most tedious ...

                                                                                          • Analytical Components - Overview

                                                                                            Zoho CRM provides different types of analytics components for user dashboards. The list of components that the users can choose from is: Charts - Chart is a graphic representation of the user's data. It gives quick insights into records for easy ...

                                                                                          • Sales Activities - An Overview

                                                                                            Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules ...

                                                                                          • Motivator for Zoho CRM - Overview

                                                                                            Sales is a fast-paced, high-pressure environment which keeps salespeople always on their toes. The constant pressure and unpredictable nature of working with customers can easily cause a burnout. Even the most highly trained and qualified salesperson ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace
                                                                                          Workplace on mobile

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources