Kolkata, West Bengal -- (SBWIRE) -- 03/21/2014 -- Businesses that want to upgrade to a cloud-based CRM solution can settle with Zoho CRM, an award-winning software package with confidence. The product is quite straight-forward, can be used to efficiently manage leads and contacts, and has an excellent import wizard. Custom fields in the software allow clients to create custom views, bringing market intelligence into the tool. GoldenLion, as a leading partner of Zoho, assists businesses in finding the right edition of the solution, so that they can obtain the optimum benefit from the investment.
“The home page is completely customizable and modules can be placed by the users showing specific data sets anywhere. Plenty of pre-built dashboards can be set to appear, showing you at a glance how close you are to closing specific deals. The CRM tracks contacts and leads separately. Users can set up individual accounts for customers, and assign multiple contacts to each account as they come into contact with more people at a particular organization,” commented a senior executive with the company.
To populate the system with data, users can import Excel, CSV, and VCF data into Zoho CRM that can convert the information into dynamic reports. Zoho CRM can be accessed from within Google Apps. It also hooks into other external software for e-mail, support tickets, and other tasks. Social support includes integration with Twitter, Facebook and LinkedIn, capturing leads from social media, and contextual social interaction with leads/contacts. Inventory management features include keeping tabs on products, price books, sales orders, sales quotes, invoices, vendors and purchase orders.
The support for integrating web-based forms in the company's website is also particularly useful. The executive explained, “A customer can feed a name, address, and other key info on the website. As the details are submitted, details are transferred to a Zoho CRM contact. The forms can be created within CRM and a return URL can be chosen as well. The form can be embedded as HTML code in the website. The same method can be used for creating trouble tickets and customer support forms.”
Opportunity Tracking tool in the software gives executives a comprehensive view of all sales activities. With all information such as deal size, contact history and competitors available at a click or two, executives find it easier to craft more effective messaging. A quick assessment of opportunities is facilitated through reports and dashboards. Find here more information on how to use Zoho CRM to improve sales.
GoldenLion Consulting Services has formed alliance with Zoho Corporation to provide affordable, on-demand business productivity and collaboration applications to clients. They have emerged as one of the top consulting partners of Zoho worldwide, assisting businesses to choose the right solutions from Zoho suite of products, training on Zoho CRM, and 24/7 support to clients.
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