Zoho CRM2024-01-08T11:58:38-05:00

Zoho CRM

Zoho CRM: Simplify your customer follow-up

Manage customer relationships effectively with Zoho CRM

Zoho CRM is known for its flexibility and efficiency, making it a vital tool for customer relationship management. With Zoho CRM, you can improve your sales and marketing performance, helping to increase revenue for your business.

High-level automation

The CRM allows you to automate tasks, reminders, and sending reports, among other actions.

Flexibility to Configure

As easy as drag and drop, Zoho CRM is incredibly simple to set up and configure.

Selective Sharing

It allows information to be shared easily, even down to a single field.

Why use Zoho CRM?

Zoho CRM’s web and marketing features are easy to use and considered user-friendly. There’s no need to master coding or programming to get familiar with the software’s interface. The controls for the various features are easy to find, and the hierarchy of tools is very ergonomic.

Zoho’s tools were designed to harvest, aggregate, synthesize, and process CRM data from a wide variety of sources. To streamline this process, the software must work seamlessly with all the other systems involved directly or indirectly in customer relations, marketing, or sales. Zoho CRM easily integrates with applications like Office 365, Microsoft Dynamics, Mailchimp, or Quickbooks, among others.

Zoho CRM’s API is based on REST API and helps connect Zoho to multiple applications. So when a customer calls you on your IP phone, their full profile will open up, letting you know who you’re dealing with and their history with your business. With Zoho CRM, you’ll quickly understand the customer’s situation and be better equipped to respond to their requests.

Zoho CRM works for every business

Zoho CRM has over 250,000 client companies across a wide range of sectors, each with unique profiles and organizational models. The software is used by various businesses and organizations, including:


  • Manufacturers
  • Charitable organizations
  • Non-profit organizations
  • Tourism companies
  • Distributors
  • Property management firms
  • Real estate, mortgage, and insurance brokers
  • Start-ups
  • Retailers
  • Insurance providers
  • Financial services companies
  • Human sciences organizations
  • High-tech tool manufacturers and sellers

Do you need more information?

We’re here to help! Our team is just a request away from providing you with all the information you need.

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Gestion BSP took the time to listen to our needs and ask questions to understand our corporate culture in order to be able to help us better.”

Jacob Abagis - Directeur développement commercial Drakkar International
Jacob Abagis

Sales Director

Frequently Asked Questions about Zoho CRM

Is Zoho CRM for Me?2023-12-12T09:05:33-05:00

Every business has different requirements and standards for customer engagement, security, business processes, and information elements. Despite this, Zoho CRM is flexible and powerful enough to meet the needs of every user.

What are the features of Zoho CRM?2023-12-12T09:05:33-05:00

With Zoho CRM, customer relationships reach a new level of personalization that benefits each business. The software provides businesses with all the features they need to increase customer engagement, improve return on investment, and maximize sales operations. These tools work together to manage the progression of leads in the sales funnel. Some of the operations Zoho CRM performs include:

  • B2B email marketing

  • B2B prospecting

  • Lead capture

  • Lead nurturing

  • Monitoring interactions with prospects

  • Segmentation

  • Automated transfer of mature prospects to the sales team

How effective is Zoho CRM?2023-12-12T09:05:32-05:00

With its high level of automation, Zoho CRM can monitor and grade thousands of leads at the same time, even if the data is in different formats. It has exceptional computing power and automation capabilities, which simplify complex and time-consuming operations such as lead routing, automated reminders, and lead scoring.

Since 2018, Zoho CRM has been equipped with an artificial intelligence called Zia. This AI acts as an intuitive business assistant that easily integrates with the user’s marketing tools. It is available on both the web and mobile versions of the CRM software and can be easily accessed from a smartphone. Zia delivers results in seconds.

What is the centralization and speed reaction of Zoho CRM?2023-12-12T09:05:31-05:00

The follow-up of prospects into contacts and then customers remains easy in Zoho CRM, even for companies managing a large number of potential customers from different sources.

For example, an electronic equipment manufacturer can be instantly alerted when a potential customer listed in the CRM software identifies it, mentions it on Facebook, or gives its opinion on other social networks. This allows the marketing agent or sales team in charge of this profile to respond quickly, which has a positive impact on the company’s image with potential customers and those following the exchange. This responsiveness can lead to increased commitment from the prospect and even turn them into a regular customer.

What is the benefit for my company having a CRM?2023-12-12T09:05:31-05:00

Companies with a CRM unanimously agree that it has transformed the way they do business. The following data is particularly striking:

An optimized user experience builds customer loyalty.

According to information collected by ClickFox in 2020, 33% of respondents value 24/7 customer service and give their loyalty to brands that offer such a service. 20% of customers are receptive to rewards for purchases, while personalized products and exclusive offers attract 11% and 12% of respondents, respectively.

Customers are willing to pay more for better service.

In an American Express study, the correlation between the quality of the customer relationship and the volume of purchases is undeniable. Over 33% of respondents are willing to spend 5% more with a company that provides excellent customer service, and nearly 15% agree to increase their purchases by 20% in exchange for an impeccable customer experience.

Companies recognize the multiple benefits of CRM.

Based on a sample of 500 companies, Tech News World identified 10 proven benefits of using a CRM, with improving service and customer relationship management ranking first. Business users also report increased customer satisfaction, increased business opportunities, optimized marketing campaigns, increased sales, and reduced costs.