About the Company
Zoho is an India-based SaaS provider that offers solutions for IT services, financial operations, collaboration, HR, and customer experiences. CRM Plus is the company’s flagship customer relationship management platform, launched in 2014. It was among the earliest movers in this space and continues to be a compelling product, despite a crowded market landscape. Companies like Bose, Air Panama, and Star Health Insurance use Zoho CRM Plus, which is primarily targeted towards large companies and enterprise-scale organisations.
It should be noted that CRM Plus isn’t Zoho’s only product in this segment. The company also offers Bigin, which is a sort of entry-level but fully functional edition of Plus, for small businesses. Let us explore the features of Zoho CRM Plus in more detail.
Inside Zoho CRM Plus
Essentially, CRM Plus brings together 9 Zoho services to deliver an end-to-end CX management suite. This includes:
- CRM for sales pipeline management and automation
- SalesIQ for tracking visitors and intelligent live chat
- Projects for managing sales and marketing projects
- Desk to optimise your customer service helpdesk
- Campaigns to automate marketing activities
- Analytics for cross-functional insight generation
- Social for marketing via social media
- Survey for collecting customer feedback
- SalesInbox for managing sales emails dedicatedly
Together, these services provide the following capabilities.
Managing your omni-channel presence
Zoho CRM Plus connects with all major customer channels, such as telephony, email, social media, and chat. Omni-channel data is collected and analysed by Zoho for rich insights and contextualised actions. When a customer takes a purchase-oriented action on any channel, you will receive alerts, thanks to the SalesSignals feature.
Collaborating with team members and other departments
Sales and marketing teams can collaborate with each other right from within the platform, through real-time messages, video calls, group chat, and in-app file sharing. There's no need to switch to Slack or Zoom to check on campaign progress or review a sales milestone. Calendars, task lists, milestones, reports, and other project management tools are also shareable.
Zia, The Intelligent AI Assistant
Like Einstein for Salesforce for Freddie for Freshworks, Zia brings AI assist capabilities to Zoho CRM Plus. it adds contextual alerts across the CRM dashboard, suggesting the perfect time to contact customers, analysing ticket sentiment, and more.
Improving marketing and sales, and support productivity
Zoho CRM Plus has several ways to help teams work smarter, not harder. Blueprint lets you capture the end-to-end sales pipeline (including offline touchpoints) so that all processes are executed without errors. You can set up automated workflows to reduce manual efforts, and even automate a portion of customer service to free up your contact centre agents. One productivity enabler we particularly liked was the email inbox segmentation that automatically prioritises messages and cuts through the clutter.
