Some of Zoho One’s Best Features

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One of the most popular CRMs on the market is Zoho One. Business process automation is huge in today’s business world, because really, who wants to manually do things that a computer can do better? Here are some of Zoho One’s best features.

Social media leads

We all know the importance of social media when it comes to marketing and generating leads. Fortunately, Zoho One’s got the perfect social media management tool to make it easy. Firstly, Zoho Social allows you to post across all your social media platforms at once. No more manually posting the same thing in 4 different places. You can also schedule a whole bunch of posts to go out at staggered times.

If that’s not impressive enough, Zoho Social also lets you track and monitor social media activity so you never miss a thing. And not to sound too creepy, but you can also turn social media followers into leads/customers in your CRM if they interact with your posts.

Structured sales processes

Zoho One, like most CRMs, function with workflows. Workflows essentially guide all of the work you do, and they operate in the background of Zoho One’s interface. For example, a simple workflow example would be a customer tags you in a social media post, and a notification is automatically sent to a sales team member to check the post for further action.

Basically, you’re in control of the workflows, meaning you can create customised, repeatable sales processes. You build them to suit the way you want your sales team to work. Not only does it give great clarity to your team members, but it also ensures customers get consistent messaging and service. Everyone’s a winner!

Zoho One’s automated sales emails

Sales automation is crucial if you’re trying to increase efficiency and grow your business. One of the easiest ways to do this is with Zoho One’s automated sales emails. You’ll need to spend a little time setting them up, but once you’re done, you never have to worry about sales emails again. Basically, all the workflows you create in Zoho One include trigger points for an email to be sent. For example, a customer places an order, and the systems sends a confirmation email. But you can do more inventive things like send an email offering a discount if a customer hasn’t shopped with you for 6 months. Ultimately, there’s no limit to what you can do when it comes to email automation.

Zoho One’s Customer support functions

Well, the list of customer support functions in Zoho One’s interface is almost endless. You can link it into your telephony system, offer live chat, email support and even turn social media posts into support tickets. Perhaps best of all, you know that customer information is all in one place. So, that means any of your support staff can help with any query, and the history is all there.

One of the more interesting support features though, is the ability to set up customer self-service options. Zoho One’s all about automation, so it’s no surprise to see self-service included. Plus, at the end of the day, week, month or year, you can access detailed reporting about your customer support performance, such as ticket resolution times and customer satisfaction levels.