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

    • Confirmation prompt before a custom button action is triggered

      Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is

    • Explication sur comment mettre en place des règles d'affichage ou "layout Rules"

      J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas

    • Unique and Random IDs in Zoho Forms: Organize and Secure Your Data Efficiently

      When it comes to form submissions, organizing and identifying entries effectively is crucial. Zoho Forms offers two versatile ID generation options for submissions: Unique ID and Random ID. Each serves distinct purposes, providing flexibility to meet

    • Sort By Date - Deluge

      I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +

    • Webhook when estimate is refused is not firing

      Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

    • Iteration through a list - Coming up against a "Failure to update function" error

      Hi there! I've been attempting to get a deluge script working and am running into an error that I have been unable to resolve. The error I am getting is Failed to update function Error at line :18. Improper Statement. Error might be due to missing ';'

    • Error 403: Forbidden When Updating Email Signature via API

      Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden

    • Can you modify "Last Activity Time" in deluge? If so what's the field name?

      I need to perform some bulk modifications on records in the Leads module, but I need to avoid changing the "last activity time" or "date modified" because I am using those fields to filter and sort leads for follow-up action. I cannot find an answer anywhere

    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

    • How do I define a weekend

      I noticed the default for weekends does not seem to include Saturdays. How can i define weekends to include both Saturdays and Sundays? Thank you.

    • 【Zoho CRM】ポータル機能のアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からポータル機能のアップデートをご紹介します。 今回の機能アップデートにより、CRMのポータルへのログインがより簡単にできるようになりました。 【目次】 SAMLベースのシングルサインオンについて ポータルへのアクセスリンク送付について 今回のアップデートにより、アイデンティティプロバイダー（IdP）を利用している組織において、SAMLベースのSSO（シングルサインオン）を有効化できるようになりました！

    • Getting error during inserting a record in form of zoho people using zoho api

      import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_name

    • UI Arabic

      can i change the member portal UI to arabic in zoho community?

    • How do i remove the Powered by Zoho logo from my careers page

      Can I remove this? ​

    • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

      We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

    • Canvas View in Zoho Recruit

      Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

    • Resume template to include profile photo

      Hi, We would love the Resume Template to be able to include their profile photo. How can this be done? Miriam

    • Marking a form as 'done'?

      Hi! I've got a form that staff fill in when moving stock from location to location. I see the entries they've sent across and I input them into my stock control system. Is there a way to mark a form as 'done'? So that I know which entries I've input,

    • Possible to backdate Stage shifts in Deals module?

      I want to enter my organisation's historical dealflow data into the CRM and it's important that the Stage history is showing the correct dates in the past of when it happened. Is there a way for me to modify the "Modified Time" in the Stage History Related

    • Zoho CRM - best way to search an account and assign to a deal

      Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideally

    • Emailing lookup field but placing this as an ID or number rather than text

      Hi there, First time poster and have been a user of Zoho Creator for approx 6weeks so forgive my ignorance as I learn to code. We have a need to send an email to a specific email address with some of the fields triggered by the submission of a form. In

    • Dialing Microsoft Teams Phone Service via Zoho CRM

      I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

    • Schedule Zoho CRM reports only on Business Days

      Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks

    • How to easy change layout in existing records in Deals?

      Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?

    • Zoho Rating

      When I close a ticket, the zoho system automatically sends an email to the customer for them to leave a rating. When they leave a rating, the ticket re-opens and I have to close it again. When I close it again, the zoho system sends the customer an email

    • Merge tickets

      Hello, I am attempting to merge two tickets; however, the option to merge does not appear to be available. Could you kindly confirm if this feature has been relocated or removed? Additionally, could you please provide guidance on the correct process to

    • Zoho GC Flow is not showing in IM Channels

      I have added my social IM channels in zoho desk. Created a GC Flow to automate conversations. But Guided conversations are not showing in any platforms I have chosen; WhatsApp Instagram Messenger Web (Business Messaging) In the flow I mentioned these

    • Sharing Knowledge Base articles across multiple departments

      It would be useful to share some Knowledge Base articles across multiple departments where they are applicable, rather than having to go into other departments to find the article you're looking for. For example. Our reception uses the 'Admin' desk whereas our IT guys use the 'Support' desk, however both divisions would find KB articles about our company intranet useful. Reception does not have access to the support desk, so cannot see articles created in the Support KB. Perhaps you could install

    • Contacts marked as Spam are shown as Contacts in tickets.

      Hi Zoho, If a ticket is marked manually as Spam you get an option to set the contact as Spam as well. It would be great if there was another option to delete this Contact. This would be based on the understanding that it wouldn't be marked automatically

    • Is possible to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} for to detect inline a null parameter

      Hi Team I need to know if it's possible to evaluate inline the following parameter, with the objetive to detect a null value ? I would like to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} Regards, Pablo

    • Real Estate CRM

      How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.

    • Totals on Pivot Table

      Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@

    • API (v2) Search Criteria using CONCAT

      With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional way

    • Issue with Bulk Edit Triggering Function Multiple Times in Zoho Report

      In our Zoho report, we have observed an issue where executing a function during a bulk edit operation runs the function multiple times—once for each selected report entry. This behavior is causing errors due to overlapping or redundant executions. Our

    • Is there a Kanban view of Tasks across all Projects?

      As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.

    • Set recurring tasks in Zoho Support?

      Hello,   We use the task function in Zoho Support to set reminders for "due dates" of important events, such as lease expirations, etc. Is it possible to set some of these as recurring yearly? As of now, we have to reset every task manually after one year. Is there a way to have it reset automatically?   Additionally, is there a way to import a list of tasks and their dates into Zoho Calendar? I have not been able to do it from Zoho Support to Calendar. I tried exporting tasks from Zoho Support,

    • Help - How Can I Enter a Hourly Rate (Global Cost) for our Team for Profitability Reporting?

      Hi everyone, I'm hoping someone can help as I am at a loss and am quite shocked (if true) at the lack of functionality in Zoho Books. We run a company in which we do hourly jobs for clients and we bill based on the hours of work completed. Projects are

    • Schedule a regular backup

      In CRM I have a regular backup setup. I cannot find an option to backup Desk? I would like to take a backup before I test syncing products between CMR and Desk.

    • Opening & working multiple tickets

      We work in multiple tickets at the same time. Currently to do this, we have to open multiple instances of Desk.  Is there a way to do this by just opening multiple ticket tabs within 1 instance of Desk?  

    • Limit who can submit a support ticket to your site?

      Does anyone have a use case for needing to limit who can submit tickets via your help portal? Some of our customers want to have end-users view our knowledge base articles and see tickets their IT groups have submitted but they do not want end-users to

    • Next Page