Zoho CRM
Included in:
Pricing:
Standard
$14/month
- Per User
- 1 GB Storage
Professional
$23/month
- Per User
- 10 GB Storage
Enterprise
$480/year
- Per User
- 15 GB Storage
Ultimate
$636/year
- Per User
- 30 GB Storage
About
Zoho CRM Training and Education
If you are looking for a solution that will help you streamline your business processes, help you locate potential sales opportunities, and learn how your customers interact with your business, Zoho CRM might be a perfect fit.
The Zoho CRM platform can be a powerful tool to keep your business running smoothly.
If you are getting started with Zoho CRM you might find it overwhelming because there are a lot of features. Let’s break down the key features, benefits, setup, and pricing options.
- What is Zoho CRM?
- Key facts about Zoho CRM
- Starting with Zoho CRM
- Zoho Partner Certification and Training
Zoho CRM – one CRM to rule them all!
Zoho CRM compares to Salesforce and other top-tier CRM solutions, but at a much lower pricepoint.
Benefits and features:
- You can easily customize Zoho CRM.
- Zoho CRM offers a single source of truth. All customer data is matched and synchronized in one place.
- Your sales process is simplified with easy workflows and automated communications.
- Powerful Zoho integration: the entire Zoho suite, including Zoho CRM, integrates seamlessly with other Zoho apps.
What is Zoho CRM?
Zoho CRM is Zoho’s customer relationship management (CRM) software. It is a customizable customer relationship solution that provides a 360º view of the customer relationship lifecycle.
Zoho CRM can help you with the following:
- Unify and synchronize customer information from different sources
- Simplify day-to-day tasks
- Automate marketing initiatives
- Synchronize marketing and sales efforts
In the realm of competing customer relationship management solutions, Zoho CRM punches well above its weight. With features and functionality on par with much more expensive CRM platforms, it empowers Zoho users to do the following and more:
- Learn more about customer behavior
- Locate new markets
- Allocate resources
- Automate repetitive tasks such as data entry
- Run digital marketing initiatives such as email campaigns
You can integrate Zoho CRM with Zoho Social and synchronize information across all your corporate social media profiles.
Zoho CRM can help businesses focus on important things, like growing their customer base and generating revenue.
Key facts about Zoho CRM
Zoho CRM helps businesses scale up quickly and efficiently. The tool’s primary emphasis is on lead management.
Zoho CRM works for businesses of all sizes but has gained traction especially among small and mid-sized businesses.
Some interesting facts and numbers:
- Zoho CRM powers 250,000 businesses across 180 countries.
- It integrates with many software applications you are probably already using.
Honorable mentions include G Suite, Office 365, Skype, PayPal, Trello, and Slack. - There are 13 million Zoho users around the world.
- Capterra rated Zoho CRM as a top performer in several categories including best lead management software.
Who uses Zoho CRM?
Zoho CRM is used across almost every industry vertical. From real estate agencies to retail companies, manufacturers, and service providers, Zoho CRM has wide market penetration.
Even governmental organizations such as the State of North Dakota have adopted Zoho CRM to manage customer relationships.
Zoho CRM Pricing
Zoho CRM is super affordable when compared to competing CRM software solutions. Many other CRM systems charge far more and deliver far less.
We love how transparent Zoho is about pricing. It’s free for up to three users and offers basic functionality on the free plan. Beyond the free tier, Zoho offers four other tiers for CRM.
Zoho CRM pricing plans:
- Standard plan: Zoho CRM’s standard plan is $14 per month per user if billed annually. With the standard plan you get 1 GB of storage, automated workflows, prospecting and sales forecasts, alerts and reminders, and around 50 custom modules. It also provides useful email insights, like tracking and bulk email options.
- Professional plan: $23 monthly per user, billed annually. Includes 10 GB of storage, Zoho’s SalesSignals, sales notifications in real-time, inventory management, and web-to-case forms. You also get a business blueprint.
- Enterprise plan: Zoho’s most popular CRM plan. Costs $40 monthly per user, paid annually. Includes Zoho’s Zia AI for useful insights and directions on customer acquisition. Additional options include mobile device management and 15 GB of storage, as well as advanced customization and views.
- Ultimate plan: $53 monthly per user, paid annually. Manages customer relationships via a business intelligence platform to turn your customer data into actionable insights. Includes 30GB of data storage and 5GB of file storage.
Zoho CRM Features
Zoho CRM has some intuitive aspects, while other facets come with a bit of a learning curve. With the right Zoho online training and education, you can unlock its full potential.
The most significant Zoho CRM features:
- Lead management – You can track leads and their interactions with your business across different communication channels. Sales managers and your marketing team can use these insights to predict customer behavior and sell or market to them more effectively.
- Gamification: Zoho CRM adds a bit of gamification to your company’s sales processes. Every time a deal is closed, or a new sale completed, teams can get badges and awards.
- AI-powered assistant: Zoho CRM features its very own AI assistant called Zia. Zia helps with collecting customer data, writing documents, and predicting which deals will close. Zia is available on the Enterprise and Ultimate plans.
- Omnichannel communication: Zoho CRM gives your customers and potential customers more options to interact with your business. Whether they reach you by phone or by live chat. Zoho CRM will centralize incoming messaging for your sales and marketing team.
- Insanely customizable solution: Zoho CRM adapts to your business and your workflow. Create different views. Switch between views. Set workflow rules. Build your own interface with a drag-and-drop dashboard. It’s one of the most flexible CRM solutions on the market.
Starting with Zoho CRM Courses
You want your sales manager, marketing department, or CRM administrators to become Zoho CRM experts ASAP. Learning Zoho CRM is easier with our training resources.
Our Zoho CRM training will get you up to speed. If you need additional support from a certified CRM trainer, ask us about Zoho consulting and implementation options!
Zoho CRM training should be easy and fun. Our online Zoho CRM training allows you to learn at your own pace. Flexible lessons allow you to learn anywhere, from any device. Our online training offers training packages for every level.
While we do provide on-site Zoho CRM training (ask for details), our virtual training headed up by founder Peter Fuller should answer most questions you may have.
Zoho Partner Certification and Training
We help Zoho users sharpen skills and add valuable capabilities to their resume. Zoho CRM administrators will learn the following and more:
- Setting sales targets and measuring sales performance.
- Sending and receiving emails, calls, and social media messages inside Zoho CRM.
- Integrating tools and extensions.
- Configuring hierarchy and organizational settings.
- Learning about data safety.
- Assigning roles, profiles, and permissions to your sales and marketing workforce.
- Managing multiple business processes at once.
- Creating custom fields, buttons and modules.
Ready to get started with Zoho CRM?
If you’re looking for a powerful customer relationship management tool to help grow your business, you can’t go wrong with Zoho CRM. Not only does it help with managing customer relationships, it offers automation, insightful reporting, and seamless integration with other Zoho products. Plus, it’s affordable and easy to use.
If you are wondering how you can unlock all the amazing opportunities for your business online, our Zoho CRM training is just what you need.
If you are a Zoho CRM admin interested in Zoho CRM training, our customized training sessions were created just for you.
Zoho CRM FAQ
Zoho CRM is free for up to three users. With no binding contracts, you can cancel your subscription at any time. You can also upgrade to other Zoho CRM plans, or add an additional paid CRM user whenever you like.
Zoho CRM is a good CRM system because of its holistic approach to sales and customer relations. It delivers terrific value for cost and we highly recommend it.
Zoho’s entire software suite is built with the company’s Deluge programming language. Deluge has a very elegant syntax and it enables integration across different Zoho apps.
Absolutely. If you don’t feel confident after taking our Zoho CRM training courses, one of our certified consultants can provide onsite training and implementation.
Although Zoho CRM incorporates some business intelligence aspects, it is not a true business intelligence software. Business intelligence refers to turning data into useful insights which later convert to better decision making.
Zoho Analytics is Zoho’s business intelligence solution. It integrates with Zoho Forms, Zoho Projects, Zoho Creator, and Zoho Campaigns, in addition to Zoho CRM. Zoho CRM’s Ultimate Plan includes business intelligence capabilities.
Yes, there is a free trial available for Zoho CRM. You can sign up for the free trial on the Zoho website. The trial lasts for 15 days and gives you full access to all of the features of the software. After the trial expires, you can choose to upgrade to a paid plan or continue using the free version with limited features.
Zoho users find that some aspects of Zoho are easier than others. That’s why we offer Zoho training and education for those facets that may not be the easiest to grasp.
Yes, we have created extensive training and education for most Zoho applications. Visit our Zoho training page to learn more. Â
About The Workflow Academy
The Workflow Academy offers extensive Zoho education and also Zoho consultation and implementation services for enterprises of all types and sizes. We offer one of the leading Zoho training programs. From Zoho Projects to Zoho Books, we help you get up to speed as a Zoho user.
For additional assistance, ask about hands-on Zoho training and Zoho implementation from our certified consultants.
Courses & Programs
Courses & Programs
Free
Free
Learn how to set up a system where you can automate the distribution of pre-filtered dashboards to clients, partners, or whoever!
Free
Free
Learn about and how to set up API connections for your custom functions.
Free
Free
Free
Free
Codebase
Codebase
Deluge
Trigger Workflow and Assignment Rule via Deluge in Zoho CRM
When a Zoho CRM record is created/updated/deleted via Deluge, the system does not trigger any associated workflow/assignment rules unless it’s told to. This article demonstrates the different trigger parameters needed to perform these actions….
April 6, 2021 No Comments
Deluge
Invoice to Serialized Equipment
This tutorial will illustrate how to create a custom function (using Deluge scripting) where when an Invoice is submitted in Zoho Books, an Equipment record is created in Zoho CRM that tracks which specific units a customer owns….
February 23, 2021 No Comments
Deluge
Populate Picklist & Build Map from CRM to Creator
This tutorial provides a Creator script that loads related records from Zoho CRM and adds as values to a picklist (radio) field on Zoho Creator, then gets related info by creating maps and storing them in multi-line fields in Creator….
February 23, 2021 No Comments
Deluge
Triggering Function from Notes in Zoho CRM
This tutorial will demonstrate how to trigger a function from Notes in Zoho CRM using CRM Notifications, Zoho Flow webhook & serverless functions in Zoho CRM….
February 23, 2021 No Comments
Deluge
Automated Invoice Creation via Zoho CRM
Configure an automation for sending out invoices based on a defined trigger in Zoho CRM. …
February 23, 2021 No Comments
Deluge
Data Bind Fields between Modules in Zoho CRM
This automation allows you to sync fields between two separate modules using a data bind. Whenever edits are made on fields in one module, the corresponding fields in the other gets updated accordingly….
February 23, 2021 No Comments
Deluge
Deluge OAuth 2.0 Client Configuration
These Deluge scripts allow you to connect to APIs using the industry standard OAuth 2.0 framework. Provided are scripts for generating refresh tokens and access tokens….
February 23, 2021 No Comments
Zoho CRM
Create Custom Connections in Zoho CRM
This tutorial will walk you through creating custom connections in Zoho CRM where Zoho has not built a connection for….
February 23, 2021 No Comments
Deluge
Invoice & Commission Record Creation in Zoho CRM
This post provides a sample CRM function for ‘Affluence Financial Planning’ to create Commission records and an Invoice….
February 23, 2021 No Comments
Deluge
Deal Stage Duration Updater in Zoho CRM
Deluge automation that keeps track of how long a Deal record has been in its current stage….
February 23, 2021 No Comments
Articles
Articles
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