Critical Areas to Sales Success

Account management. View past and current account activity, including contact information, communications, open quotes, pending orders, invoices, credit limits, and payment history.

Lead tracking and routing. Track prospective customers and then convert them into qualified leads, which are automatically routed to the correct salespeople or teams for follow-up.

Opportunity management. Capture important sales information to uncover new business opportunity. Use sales pipeline analysis reports to create precise sales forecasts.

Customer communications. Use e-mail templates to communicate with targeted prospects and customers. Create print materials, and then send to prospects via Zoho CRM

Quote generation. Create quotes and track their conversion to orders. Modify and save orders until they are ready for submission.

Sales quotas. Measure employee sales performance against goals. As opportunities are closed in Zoho CRM, they are credited against the assigned quota.

Territory management. Create territories for salespeople and enable them to manage and evaluate territory-based sales processes with workflow rules and reports.

Competitor tracking. Maintain relevant information about competitors and track competitor activity by product, region, or other criteria.

Reports. View, sort, and filter a wide range of reports to identify trends, measure and forecast sales activity, track sales processes, and evaluate business performance.