Small Business CRM: Zoho’s CRM with Email

Zoho CRM Software For Your Small Business

zohoAs a business owner and operator, you probably know how critical it is to have proper communication and interaction with your customers. Customer Relationship Management (CRM) is of the utmost importance when it comes to running a successful business operation. This not only involves the personal side of dealing with your customers, but also the technical side, which is sometimes the most difficult to keep organized and up to date.

In addition to many other features, the Zoho Office Suite, a web-based office management package, has a feature that deals with CRM. This section of Zoho’s office suite now allows you to integrate e-mail conversations with your customers right into your CRM software, instead of having to run the two independent of each other. You are able to integrate your Zoho CRM software with any of your e-mail accounts, whether it is Yahoo, Gmail, Hotmail, or any other POP-based e-mail service.

One of the coolest features in the Zoho CRM software is a plug-in that works directly with Microsoft Outlook, making it possible to synchronize all of your customer contacts, calendars, and e-mails with the CRM program. Not only that, but you are able to share customer e-mails with your colleagues, and see a thread view of your e-mail conversations, all without leaving Zoho. Rather than having to use the CC feature in e-mail, you will be able to track your conversations with your customers within your CRM software. If there are only particular e-mails that you would like to share, you may do so, or keep certain messages private.

The following are many of the benefits that you will experience when using Zoho CRM with the Microsoft Outlook plug-in:

1. Sales Force Automation

  • *Leads
  • *Accounts
  • *Contacts
  • *Opportunities
  • *Sales pipeline
  • *Tasks
  • *Calendar
  • *Reminders

2. Marketing Automation

  • Campaigns
  • E-mail marketing
  • E-mail opt-out
  • Auto-responders

3. Customer Support and Service

  • Cases
  • Solutions
  • Business hours
  • Case escalation rules

4. Product Customization

  • Drag and drop page layouts
  • Standard industry fields
  • Custom fields
  • Search layouts

5. Reports and Dashboards

  • Pre-defined reports
  • Dashboards
  • Schedule
  • Reports
  • Customization of reports and dashboards

6. Web Forms

  • Capture leads
  • Contacts
  • Cases
  • Spam control
  • Multiple forms
  • Personalized-mail notifications

You can check out Zoho’s Office Suite for yourself, and see how it will improve the quality, efficiency, and productivity of your business, by checking out their website at:

In addition to email integration, ZOHO also allows for Inventory Management for your small business.

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