5 Ways Zoho CRM Increases Customer Retention

5 Ways Zoho CRM Increases Customer Retention

Do you know how does a business acquire revenue and grow further? It can only be possible either by getting new customers or by retaining its existing customers.

Pareto’s 80-20 principle is applicable in every business, and according to it, 20% of existing customers generate 80% of revenue, while new customers contribute only 20% to the total revenue. So the business should focus on satisfying existing customers rather than acquiring new ones, which will pave the path towards consistent revenue growth. If you aim at increasing customer retention rate, Zoho Implementation will help you to control business interactions with Your Customers through Customer Relationship Management (CRM).

Why Should You Care About Customer Retention?

Your customer retention rate is a number that shows whether your marketing and customer care efforts are fortifying your business or just draining your money.

Customer retention isn’t just about how your marketing and sales teams are doing. When you follow this number, you get to know about the vital changes or switch gears to reach your sales and growth goals.

It’s fair that every business needs new customers, but generating revenue from existing customers is the easiest way ever. 5 major reasons that you should care about customer retention for your business:

  1. Better Conversion Rates
  2. Less Marketing
  3. Higher Profits
  4. Improvement in Services
  5. Fewer expenditures

So the businesses should never underestimate the value of customer retention and should start being proactive about keeping their existing customers.

How can Zoho CRM Implementation improve Customer Retention?

 

Zoho CRM software has made businesses grow faster. It helps you to get more deals, boost up sales, and make customers engaged with your business. But when it comes to customer retention, there are several ways adopted to deal with customers such as online communication and web assistance. Social media is another method to reach potential clients and staying connected with existing clients of your company. Zoho Integrations with social media and email accounts can promote your business online.

Companies that use Zoho CRM can stay closer to their customers by tracking records of current customers and identifying loyal customers to reward them. This technique not only holds your existing customers but also bring more customers.

Check out these 5 ways that Zoho CRM can help you to increase the rate of customer retention in your business.

Identify High-Value Customers:


With Zoho CRM, you can integrate all your applications and databases into the software, and a simple search enables you to recognize your high-value clients. Based on the history of clients, you can easily classify the leading clients and identify their requirements. By doing so, you can focus on your potential clients and utilize valuable time in keeping them happy in spite of attracting new clients. You can also reach out to inactive customers who are no longer associated with your company and make extra efforts to get them back to your business.

Create Personalized Offers:


Most businesses offer lucrative deals and discounts to attract new customers, but when it comes to existing customers, only a few businesses present value-added offers. With Zoho CRM, you don’t need to beat around the bush to recognize what your existing customers love. Just pick any customer or group of customers that you want to target, and you will get every bit of information about that customer right there. You will get familiar with their product preferences, purchase patterns, price sensitivity, how often they visit your website, and even the date and time of their last purchase.

Briefly, you get to know everything that is important to make an offer the customer cannot refuse! This action will not only strengthen the chance of conversion manifolds, but your customers will also feel special.

Create Lasting Relations with Customers:


Zoho Integration captures every detail from landing pages and saves the personal information of customers in dashboards. It creates customized reports about every customer inclusive their contact details, ongoing projects, product requirements, past orders, etc. After having complete information about them, you find common ground to start up highly personalized follow-up communication. Automating Zoho workflows allows you to send follow-up texts and emails about particular offers or on some special occasions to targeted customers. For example, you can send birthday cards and some lucrative offers for birthday month.

Email Alerts and Notifications:


Zoho enables you to categorize your customer’s list and by doing so you can classify different customers easily. Zoho Workflow brings automation and artificial intelligence to your business, which creates reports and analytics quickly. According to the updated reports, it handles regular communication with the customers, from welcome emails to new customers to daily follow-ups, everything is done automatically. Regular emails can be customized with some extended offers, service expiry notifications, progress reports of ongoing projects, and invoices, etc. Therefore, it also works as an event planner and task manager to request clients, send reminders and post-event follow-ups, as well as to execute other significant actions.

Get feedback on Client Portal:


Today, businesses can reside closer to the customers, and you can use this as an advantage. Talk to your potential customers, generate reports, and get their valuable reports about your product and services. The collected feedback will help you to improve and enhance your product functionalities, and you will gain customer trust. Analyze the feedback from happy customers and aggressive customers both, which will help you to emphasize your services for a few shortcomings.

Integration Zoho creator with CRM provides a Client Portal to the businesses that the customers can use to give their feedback and preview their overall interactions with you. This facility will assure your customers of constant customer support and build more trust.

Get the Right Tool for Customer Retention!


Customers are the heart of any business, so satisfying them should be a top priority of every business owner. Most of your customers will approach you again for repeat purchases if you can make them feel special. Zoho CRM is the ultimate solution that will help you in your mission of customer retention by providing you with enough tools that will ease your work. The invaluable insights that Zoho Customization presents will assist you in targeting particular customers, create personalized offers, and foster a stronger relationship with them.

Use Zoho CRM smartly, and it will become a powerful customer retention tool for your business!



Hope this helps
Cheers!
Abhi
(Seasoned Zoho Authorized and Certified Partner)

Feel free to contact me if you have any queries
Email: abhishek(@)encaptechno(dot)com
Call: +1-416-405-8185

    • Recent Topics

    • Question Regarding Managing Sale Items in Zoho Books

      Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export

    • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

      Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho

    • System flaws and lack of response from Zoho

      I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called

    • Customer Grouping

      Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the

    • Two currencies

      More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make

    • Zoho Books | Product updates | September 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

    • GST Slabs Redefined: Stay Compliant Using Zoho Books!

      Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special

    • Zoho Books | Product updates | October 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

    • Need Inactive accounts to be visible in Reports in Zoho Books

      I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report

    • Edit item custom fields

      Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !

    • Zoho Books - How to Invoke a Custom Function in Schedulers

      We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

    • Use Zoho Books to bill for work done in Zoho Desk??

      I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time

    • Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

      Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information

    • Modular Permission Levels

      We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

    • Blueprint or Validation Rules for Invoices in Zoho Books

      Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and

    • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

      Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).

    • Add Option to Mass Dispatch by User

      Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to

    • Bank Receipt Catagorization

      Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer

    • Per Level Approval for admins

      We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have option

    • Payment on a past due balance

      Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be used

    • How to export all line-item descriptions for a specific item in Zoho Books?

      I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions. Here’s the situation: I am using Zoho Books (Professional). Each invoice may contain the same item but with different descriptions

    • List of hidden features

      Hi Friends, I had another support chat today and low and behold the feature that I wanted just simply needed to be "enabled". I thought I'd share, and maybe see if others had some similar experiences. 1. This one is from 5 ish years ago. I asked if there

    • How to change a BAS that has been filed

      I have discovered that a group of expense transactions were accidentally placed in a asset account rather than an expense account. As a result I need to adjust the transaction and consequently most of my BAS to correct the error. Because the BAS have

    • How to Export PDF with a custom Template

      I need to export Sales Order with a Custom Template I have created How can I do it? I see an API to export the PDF but how can I choose which template to choose to generate the PDF

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • Associate email with a potential or project.

      I have a pivotal requirement to associate emails from various suppliers (contacts) with different potentials or projects, on an email by email basis as they come in. This question appears to have been raised before but I cannot find a definitive yes "it can be done". Could anyone please tell me, yes or no.  If the later I can stop wasting time and look at alternative crm systems. I would love not to have to do this. Thanks in advance.

    • MTA - BAD IP reputation by outlook/hotmail

      Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)

    • Function with Search Records was working until a few weeks ago, around when "Connected Records" was released

      I have a custom function that has been running for nearly a year now, which suddenly stopped working around the time Zoho released the "Connected Records" update. The function is no longer finding the record using the searchRecords function. I've changed

    • Is CRM On Premise available

      Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish

    • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

      Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

    • Online Assessment or any aptitude test

      This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,

    • How Zoho Desk contributes to the art of savings

      Remember the first time your grandmother gave you cash for a birthday or New Year's gift, Christmas gift, or any special day? You probably tucked that money safely into a piggy bank, waiting for the day you could buy something precious or something you

    • Editing the Ticket Properties column

      This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this

    • Need a way to secure Prefill URLs in Zoho Forms (hide or encrypt prefilled values)

      Hi everyone, I often use Zoho Forms with prefilled URLs to simplify the user experience — for example: https://forms.zohopublic.com/.../form?Name=David&Amount=300 However, the problem is that all prefilled values are visible and editable in the link.

    • Incoming Threads Report

      From data to decisions: A deep dive into ticketing system reports Customers raise questions and issues through multiple channels, such as email, chat, or tickets. To monitor the number of queries received on a specific day from each channel, leads can

    • Conditional layouts - support for multi-select picklists

      Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

    • Samsung Keyboard Issues with Notebook

      Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some

    • How to apply customized Zoho Crm Home Page to all users?

      I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has

    • Cloudflare Turnstile is now available in Zoho Forms!

      Hello form builders! We have added a new layer of protection to help you keep your forms free from bots. Instead of forcing users to prove they are human, Cloudflare Turnstile quietly checks browser signals in the background. Your real users glide through,

    • Power of Automation :: Unique Task & Issue Prefix Format and Sequencing Rule

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • Next Page