Zoho One Implementation
Zoho Implementation Services
The Zoho Cloud application suite offers feature-rich applications for your entire team, accessed via a centralized portal. The Zoho software stack provides comprehensive solutions covering sales and marketing, finance, email and collaboration, IT and help desk, human resources and more. Bleevit is a certified Zoho Partner and a user of Zoho One’s extensive capabilities for our business operations; our consultants possess years of experience implementing and managing this suite of integrated applications for our clients.
Featured Zoho One Applications
Gain deeper insights into your existing leads, prospects and customers by tracking and automatically updating their interactions with your business. Sales reps can easily add new leads and contacts into the CRM using the integrated Zoho Card Scanner app to scan business cards right into the database. New leads are automatically captured from website forms, call tracking systems and other sources via native and Zapier integrations. Zoho’s CRM supports proper marketing attribution, pipeline status, in-depth reporting and lead/customer segmentation with precise insights that guide sales and management decision making and resulting actions.
Once acquired as leads, work to personalize each step of the customer journey. Marketing automation from the CRM allows organizations to optimize their opportunities while also ensuring management visibility into the sales cycle. Create and send templated emails from the CRM and let process automation and lead distribution streamline your interactions and touchpoints. Create and automate custom business processes to specify workflows that enhance customer engagement for conversions.
Armed with more comprehensive insights into your target audiences and the capabilities to personalize and automate customer touchpoints, Zoho CRM also offers innovative dashboard analytics capabilities, workflow automation and process management through its conversational AI-powered assistant, Zia.
Zia leverages data on conversion, marketing and sales performance to improve business processes by:
- Finding data points in databases
- Evaluating data to provide real-time analytics
- Automating tasks
- Suggesting customized workflows
- Detecting workflow anomalies
- Calculating lead and deal outcomes
- Recommending sales actions
- And much more to maximize sales opportunities and efficiencies
In short, the Zoho CRM offers incredible opportunities to propel growth by understanding how your prospects and leads engage, helping you actively manage your sales team, review marketing campaign performance and evaluate the effectiveness of your business processes.
Whether you use layouts and pre-designed templates or build your own, create responsive and vibrant emails and newsletters via the simple user interface with a drag-and-drop campaign editor. Import contacts via Office 365, Google and more, then use rules-based integrations with Zoho CRM to sync contacts automatically across applications. Add custom fields and tags to contacts and manage your mailing lists with full segmentation capabilities to enable your marketing team to send targeted campaigns to just the right prospects. Send personalized content to specific contacts based on engagement and lead status using email marketing automation with email workflows and autoresponders.
Beyond email campaign design and distribution, Zoho Campaigns allows you to track recipient interactions and the success of your campaigns with real-time reports that analyze and provide statistics on opens, clicks, forwards, unsubscribes, bounces and more. Use performance stats to fine-tune your campaigns for optimal success. The native integration between Zoho Campaigns and Zoho CRM allows you to track individual engagement at the contact level.
Ensure the entire team is on the same page while supporting individual working styles with customizable classic, plain and Kanban views. Create project and task templates or start from scratch, incorporate milestones and dependencies and develop task lists and individual tasks to improve team efficiency and effectiveness. Add internal and external project members to projects (including clients) for seamless collaboration.
Track internal and client time within tasks and classify the time as billable or non-billable using the built-in timer and integration with Zoho Books or the Zoho Invoice application. Define and use blueprints to automate custom workflows. Integrate Zoho Projects seamlessly with Google, Dropbox, Zapier, GitHub, Zoho CRM and more. Comprehensive reports track task completion, project statuses, overdue work items, time and issues logged and more to develop customizable views providing snapshots of project status and progression.