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
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
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 ...Kiosk Studio - An overview
[Update | Kiosk Studio Session #2] We've started publishing a series of posts on Kiosk Studio. You can check out the second one (with a step by step demo) here! Kiosk Studio is a no-code customization tool in Zoho CRM. It allows admins to simplify ...
New to Zoho LandingPage?
Zoho LandingPage Resources