销售自动化,提升工作效率

Zoho CRM可直接从您的网站获取线索信息,安排跟进提醒,并生成自定义报表预测趋势。销售员的某些日常任务可由系统自动执行,从而节约时间与客户更好地沟通,完成更多交易。

线索审核规则

如果每天要处理的线索数量很多,就很难知道哪些要重点跟进。Zoho CRM的线索评分功能可以根据线索的重要程度赋予分值,方便提高线索到客户的转化率。

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规范销售流程,完成更多交易

尽管不同的客户需要不同的接触方式,但核心话术是差不多的。Zoho CRM提供业务流程设计工具,可帮助员工严格按照企业的标准流程开展业务。例如企业可根据线下成功的销售经验,预先设计好电话话术,当销售员与客户通话时,系统会自动弹出话术,提高成功率。
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高级搜索,激活不活跃商机

Zoho CRM的高级搜索功能可以发现近期不活跃的线索、商机,方便销售员立即跟进,把他们转化为销售盈利。CRM里提供很多搜索条件,如按销售区域,按单子金额等,可从中选择合适的条件,CRM会将销售活动和联系人按优先级排序,让销售工作更高效。

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有效管理线索,推动销售增长

从线索生成,到线索审查,再到转化为最终客户,Zoho CRM 帮助你适当跟进,有效沟通,推动交易最终完成。

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管理商务联系人

在Zoho CRM中,可轻松为联系人添加备注信息,创建任务及评论。除了系统默认字段,还可添加自定义字段,记录对销售非常重要的客户相关信息。另外查看该联系人的购买历史,可判断进行交叉销售和向上销售的最佳时机。

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关注重要商机

可在Zoho CRM中查看销售管道,找到最可能购买产品的那些潜在客户,多花时间与之沟通。还可将销售周期划分为不同阶段,并找到每个阶段里最重要的那些潜在客户。

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管理客户

在Zoho CRM的客户页面,可集中查看客户相关的商机、联系人、任务等。有了这些信息,销售团队任何成员都能提供高质量的销售支持服务。

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查看业务增长情况

Zoho CRM会根据系统里的客户和销售信息自动生成实时报表,方便查看销售趋势、市场营销活动效果、客户互动情况、团队业绩情况等。

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让市场和销售团队保持信息同步

Zoho CRM集成了市场营销工具,可直接创建针对性的市场营销活动,跟踪市场投入结果,持续改善投入产出比。

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文件管理

Zoho CRM里可创建并集中存储重要的企业文档或销售文件,包括合同、报价单、产品宣传册、标书、产品白皮书、销售统计表、演讲PPT等等,还可轻松共享给同事或发送给客户。

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Collaborate with your team using Feeds.

So many deals, so little time. With Feeds, communicate with your team, share ideas, provide feedback, follow hot prospects, stay updated, and close more deals in less time.

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Accurately forecast sales.

Forecast future sales and measure them against committed sales. Customize forecast reports and dashboards to gain insights on a team or an individual's performance.

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Smart web forms for digital marketing.

From landing pages to contact forms, capture customer information in CRM with one step. Zoho CRM offers both customizable and pre-built web forms that turn your digital marketing campaigns into lead generation machines.

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All your events in one calendar.

Save yourself the trouble of juggling multiple schedules by syncing your CRM calendar with Google or Outlook. With iCal sync, get reminders the same place you keep track of personal events: on your iPhone, iPad, or Apple Watch.

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Stay on top of your game.

From overseas calls and lunchtime meetings to neighborhood block parties, being a salesperson means having a lot to juggle. The sync between Zoho CRM and Apple Calendar helps you manage your schedule on your iPhone, iPad, or Apple Watch.

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Add more leads in less time using the Leads app.

Save time saving leads. Stop manually entering leads from that bowl of business cards you get at trade shows and meetings; scan business cards with your smartphone, and automatically upload contact information to CRM.

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Spare your fingers, save your time.

Sharing information like addresses, monthly bills, or mass emails with multiple recipients can be challenging. With Zoho CRM's plugin for Microsoft Word, this is no longer an issue. Use the mail merge feature to get instant access to your business contacts, automatically create customized documents, and share information quickly.

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Stay in sync with Microsoft Outlook.

Stop jumping back and forth between Microsoft Outlook and CRM. With the plugin, you can send an email, add a contact, or create a task in Outlook, and it will automatically appear in CRM.

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Manage sales documents inside CRM.

Manage sales collateral, proposal documents, SLAs, and more with the Zoho CRM Document Library. Create, share, and access documents from anywhere for easy collaboration.

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