De 10 beste redenen om Zoho CRM te gebruiken

De 10 beste redenen om Zoho CRM te gebruiken

Zoho CRM biedt alles wat je nodig hebt om meer leads te krijgen, sales te vergroten en salesprestaties te meten. Hieronder lees je 10 punten waarom Zoho CRM een krachtige en efficiënte oplossing voor klantbeheer is en hoe je het meeste uit Zoho CRM kan halen.

1. Gebruiksvriendelijke interface
Zoho CRM heeft een eenvoudige, gebruikersinterface waarvoor een minimaal leercurve nodig is. Breid de gebruikersinterface van jouw Zoho CRM-account uit, door naadloos in realtime widgetapps te koppelen die werken met Zoho CRM-gegevens en workflows.

2. Passend bij de omvang van uw organisatie
Of je nu een klein bedrijf of een grote onderneming hebt, één ding blijft hetzelfde. Jouw succes hangt af van de relaties die je met je klanten ontwikkelt. Naarmate je bedrijf groeit, groeien je eisen ook en worden deze complexer. Je CRM moet een groeiende groep gebruikers kunnen ondersteunen, je salesproces kunnen opschalen, complexere bedrijfsprocessen kunnen implementeren en kunnen worden geïntegreerd met meer applicaties van derden. Met Zoho CRM beschik je over een robuuste, veilige en schaalbare CRM-oplossing voor bedrijven.

3. Verbind met je klanten via meerdere kanalen
Met Zoho CRM kan je via meerdere kanalen connecten met je klanten. Voer gesprekken in realtime met klanten en prospects. Ontvang een melding wanneer iemand communiceert met jouw merk, of ze nu je website bekijken, een e-mail lezen of over je merk praten via social media.

4. Blijf op de hoogte door middel van notificaties
Ontvang alerts, reminders en suggesties voor de beste contactmomenten met je leads op basis van eerdere succesvolle interacties.

5. Pas je CRM aan naar jouw wensen
Weergeef gegevens die jij wilt zien binnen het CRM. Pas modules aan en creëer maatwerk velden die van belang zijn voor jouw bedrijf. Tevens kan je je CRM opnieuw vormgeven met onze nieuwste Canvas-functie. Middels een eenvoudige drag-and-drop editor kan je je eigen sjablonen maken. Klik hier voor onze meest recente webinar of Canvas.

6. Routinematige activiteiten automatiseren
Automatiseer routinematige verkoop-, marketing- en supportfuncties die waardevolle werktijd in beslag nemen, zodat je meer tijd hebt om te concentreren op je klanten. Creëer workflows waarmee je handmatige gegevensinvoer kunt verminderen en je proces kunt versnellen.

7. Creëer processen voor het sales team voor het sluiten van deals
Maak regels in je CRM op basis van echte salesprocessen. Wijs leads toe aan de juiste verkoper, keur kortingen goed en valideer salesgegevens op basis van jouw criteria. Je kan tevens een goedkeuringsproces invoeren om binnenkomende informatie te beoordelen en deze met de juiste opmerkingen goed te keuren of af te wijzen op basis van de kwaliteit.

8. Analyseer CRM-gegevens met Zoho Analytics
Maak een visuele analyse van je CRM-gegevens. Maak inzichtelijke rapporten en dashboards om je CRM sales-KPI's te volgen. Deel rapporten en werk samen met je collega's tijdens het maken en analyseren van rapporten. Analyseer en volg je bedrijfsstatistieken. Klik hier voor meer informatie over Zoho Analytics.

9. Zia ons BI tool voor het optimaliseren van jouw verkoopprocessen
Zia is de AI-assistent binnen Zoho CRM die je helpt je CRM op intelligente wijze te beheren. Zia kan de gewenste informatie ophalen, aantekeningen maken wanneer je dicteert, de uitkomst van slalesactiviteiten voorspellen, afwijkingen detecteren, alledaagse taken automatiseren en nog heel veel meer!

10. Zoho CRM Mobiele App
Met de mobiele apps van Zoho CRM kan je salesteam onderweg contact houden met hun leads, belangrijke prospectinformatie registreren en openen, hun KPI's bijhouden en onderweg doordachte beslissingen op basis van gegevens maken. Klik hier voor meer informatie over de Zoho CRM mobiele app.

​
 



    • Sticky Posts

    • Virtual Community Meetup over Canvas voor Zoho CRM

      Beste Community leden, Wij nodigen jullie graag uit voor de Virtuele Community Meetup over Canvas voor Zoho CRM! Met Canvas kun je de gebruikersinterface van Zoho CRM herontwerpen tot een gebruiksvriendelijke en dynamische tool. Deze oplossing vereenvoudigt

    • Tips & Tricks #01 Top 10 Zoho CRM Integraties

      Wij helpen jou graag om het beste uit je CRM te halen. Zoho CRM ondersteunt verschillende Apps en Add-ons die jouw efficiëntie kunnen verbeteren wanneer je met sales leads, prospects en klanten werkt. Integratie is mogelijk met een uitgebreide set aan

    • Webinar - Nieuwe Canvas Functie voor Zoho CRM

      Wij nodigen jou graag uit voor de Webinar over de nieuwe Canvas-functie van Zoho CRM! Tegenwoordig zien alle CRM-softwares er hetzelfde uit: rijen met data op een witte achtergrond met een contrasterende kleur bovenaan en aan de randen. Dat is NU verleden

    • Ask the Experts #1 Online Forum Q&A over Canvas voor Zoho CRM

      Beste Community leden, Zoals jullie weten lanceerde Zoho CRM deze maand Canvas, de eerste CRM Designstudio in de branche! Met Canvas is het mogelijk om creatieve en praktische ontwerpen te creëren zonder enige kennis van programmeren te hebben. Het is

    • Ontdek onze nieuwe Canvas functie voor CRM

      Het gehele Zoho team is verheugd om onze nieuwe Canvas functie te introduceren, de enige functie binnen de branche die u in staat stelt om het ontwerp van uw CRM aan te passen! Canvas is een ingebouwde designstudio in Zoho CRM, waarmee u uw gebruikersinterface

    • Recent Topics

    • Revenue Management: #5 Revenue Recognition in SaaS

      If you're building or running a SaaS business, you've probably encountered this. You get paid upfront for a subscription and a one-time onboarding fee, but you end up with confusion about when to consider it revenue. Can I book all of it now? Should I

    • MS Teams for daily call operations

      Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

    • Zoho Learn Course Access Issue

      One of the learners in a specific course can't see any lessons. They are registered as both a user and learner for this course in Zoo Learn. What could be the reason?

    • ZOHOLICS Japan 2025 開催のお知らせ（再投稿）

      【コミュニティユーザーの皆さまへお知らせ】 Zoho 最大のユーザーイベント「ZOHOLICS Japan 2025」を9月19日（金）に開催します。 AI活用に関する特別講演、ユーザー事例、Zoho 製品の活用例のご紹介など、Zoholicsならではのセッションをご用意しています。 Zoho コミュニティ開催のMeetupとはまた違った雰囲気のイベントです。 ご都合のつく方はお気軽にご参加ください✨ 詳細はこちら https://events.zoho.jp/zoholics2025#/?affl=forumpost2

    • Phone Number format for Bulk Upload via csv for Zoho Sign

      What is the phone number format that we need to use for a bulk recipient upload via csv in zoho sign, should the country code be included for ex if its US should it be +18889007865 ior 18889007865 or without country code 8889007865? the sample csv provided

    • Filter Page Elements By Selectable Date Range

      I have created a basic Page that will serve as a client dashboard with elements that will provide simple counts & sums of data in reports. There are no reports or forms added to the page, just elements. It currently functions as needed, but shows the

    • Can’t Enter my Notebook is Locked

      I’ve been using Notebook for taking notes at my college for a month and I never signed in and I never established a password. Today I tried to enter the app after the update and it asked me for a password. I need to access to my notes urgently and I can’t

    • Send Email Directly to Channel

      Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to ask

    • Secure your external sharing process with OTP Authentication

      For any business, it's crucial to share files externally in a way that is both secure and controlled. Let's say you want to share confidential data with your partners and vendors. You must ensure that only your intended recipients can access the shared

    • Items attribute questions

      Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the

    • Is there a way to search mail for items you haven't yet responded to?

      I'm trying to create a search to show emails that haven't been responded to and that have also been assigned a tag or label. Is there a way to search for the inverse of replied?

    • Zobot and Sales IQ

      What will happen to the Zoho Sales IQ being integrated to the website after creating the Zobot on the website too

    • Subtotals per Header

      Hey, we would like to display subtotals per header in our invoices:

    • upgrade storage

      how to upgrade my storage

    • Linking items from books and subscription

      Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of books

    • Add the ability to view number of hours planned for a workorder while in the Dispatch Console

      Hi Zoho, When dispatching a work order through the Dispatch Console, there's currently no way to view the number of planned hours for the service tasks associated with that specific work order. Having to click into the details each time to check planned

    • Uploading Files from uploads api

      I tried uploading the image from the API call but its giving me unauthorized error even i have given valid token in header. After uploading i need that id to pass in create ticket api uploads but its not uploading that file. Please help me out in th

    • Categorize Items with Item Headers

      Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices

    • URLs being masked despite disabling tracking

      Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead

    • Change format of quantity format

      Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!

    • square up and Zoho books

      Since we set up the app connection between square up and Zoho books we have realised that when the amounts are getting transferred Zoho is adding VAT again making the numbers 20% more than they should be. We have checked our settings and they VAT/ Tax

    • How to provide Access rights to specific Bank accounts

      We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?

    • Errors Getting a Bank Transaction

      Using Postman(for testing), I am receiving errors when attempting to get a single bank transaction. I am able to receive the list of bank transactions with https://www.zohoapis.com/books/v3/banktransactions/?organization_id={org_id} but when I try to

    • Subscriptions Plans and CRM Products Integration?

      Is there any way to set up plans and pricing in Zoho Subscriptions and have those available as Products in the CRM? We are trying to set up the CRM and the Products seem to be more geared toward selling products that are not subscription based.  So if we sell annual or monthly contracts which are $10/seat/month, I can set this up as a plan in Subscriptions, but how can I set the same thing up in the CRM for the salespeople to sell/quote? What is the best practice for setting up the CRM Products to

    • Mapping Zoho Subscription Plans and Products to CRM and Books

      We have products that are one time products and subscription products.   1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products.  Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription.  It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate

    • Bulk update fields based on date

      Hi! I need all the quotes with "Quote Stage" set to "Next Year" to update to "Draft" every January 8 (every year). Can you help?

    • Target for a campaign

      Hi, Hope you can help me. I need to create a report (for a marketing campaign) that combines Deals and Contacts to export all the contacts with closed deals. I can easily do that, what I cannot do is to remove from the target the contacts that have more

    • Zoho Desk + Jira integration - Email notifications and comments posted by administrator instead of real user

      Dear All, I set up the integration under my admin account, and now when users leave comments in Jira (to created tickets in Zoho Desk), the email notifications show that the ‘Administrator’ left a comment, not a real user. The same happens in the ticket

    • Celebrating the power of visuals

      On World Photography Day, we would like to highlight the power of visuals in customer service. Visuals promote learning and understanding in less time. A photograph can rekindle a memory, convey more than words, and give a fresh perspective. How does

    • Customer address in Zoho Bookings

      Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

    • Blocking / black listing customers

      Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.

    • Feature Request: Email Templates for notifications accross all services

      Currently in Zoho Bookings, email notifications (such as booking confirmations, reminders, and cancellations) must be customized individually for each service. This becomes time-consuming and error-prone when managing multiple services that require consistent

    • Allow customers to choose meeting venue and meeting duration on booking page

      My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

    • Approval-based booking with Zoho Creator and Zoho Bookings

      Hi community members, We have developed a workaround for approval-based booking using Zoho Creator and Zoho Bookings! This provides a temporary solution as we work on the native feature, and it's useful for anyone needing an approval workflow when confirming

    • Member Accounts in Related List

      Hi Team, Currently, when a parent account is associated with an account in FSM, there is no related list displaying the associated member accounts under the parent account’s related list section. To view member accounts, I have to manually search using

    • how do i remove a specific Zoho Service from my account

      I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?

    • I Want migarte all invoice details to zoho sheets

      I want to migrate all existing invoice details to Zoho Sheet, and automatically update the sheet whenever a new invoice is created.

    • were can i find my invoices i need this for my accountant

      were can i find my invoices i need this for my accountant, how can i get id direct to my email?

    • ONLY email field not populating Writer fillable document (randomly)

      I have a Zoho Writer fillable document that has pulled all my data from my Zoho Sheets file, EXCEPT the email column. It pulled every data before and after that column with no issues. Screenshots attached. It's not my first time using the app or the feature,

    • My number is marked as spam

      Hello Zoho Mail Support, My phone number was incorrectly flagged as “spam” during sign-up. This is my personal number, and I have not engaged in any spam activities. Kindly review and verify my account so I can proceed with my email setup. Thanks.

    • Next Page