Build lasting customer

relationships with
the world’s favorite CRM
Trusted by
more than
250,000
businesses
worldwide

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CRM that makes

sales teams
more productive,
managers
more effective,
and executives
more informed.

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Lead Management
Capture leads, automate lead scoring, identify which leads will
convert, and follow up with detailed contact information.

Canvas View: Hot Leads Edit

AUG 15, 2018 Emma KortemanI / Lost Lead Jacob Luluwao

emma@sketlesdevelopers.com / + 31481350370 / + 31619176069 Jan 7, 2019 03:29 AM
Support & Information manager / Sketles Developers / Small/Medium Enterprise

AUG 22, 2018 Ercole Dellucci / Not Contacted Amelia Burrows

ercole@starlabbs.com / +390322 6879836 / + 390332 4615406 Oct 4, 2018 06:59 AM
Manager - Customer outreach / Star Labs / IT Services

AUG 9, 2018 Thomas Gibson / Contact in Future Amelia Burrows

thomas@initechh.com / +1910-465-8938 / +1910-465-5872 Oct 4, 2018 07:09 AM
CEO / Initech / ERP

AUG 9, 2018 Kyla Miller / New Joane Lee

kyla@livelife.com / +1303-321-2945 / +1709-787-8761 Oct 4, 2018 10:29 AM
Support & Information manager / Sketles Developers / Small/Medium Enterprise

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Journey Orchestration
Create personalized customer journeys and provide your customers
a seamless brand experience that really connects with them.

Loan sanction journey

Start New docs required

9:41

Insufficient info
Application su...
Docs received Loan application #59781: Documents
missing from your application

Preapproval ch... Exceeds appr... Needs manual verification Amelia Burrows

Mon, Jan 13, 2020, 10:04 AM Inbox
to me

Hey John,
Preapproved Verification co...
Thank you for applying for a loan with us.
Your application is under process.

Funds processi... Initiate funds t... Docs verified The following documents are missing or
contain insufficient information:

zoho.com/crm
zoho.com/bigin
 Tel󰇪󰇴󰇭󰈣n󰈂 Ema󰇮󰇰

Melinda Anderson Email Status

Calling...
sent
ANSWER
in the last 2 days

Melinda Anderson and status is

Ventura Capitalists opened

Open Deal
not opened
bounced
180 Widgets - $18,000,00
opened and not replied

Omnichannel
Deal Owner Amella Burrows
Stage Proposal/Quote
Probability (%) 75
Expected Revenue $13,500,00 Soc󰇮󰈜󰇰

Communication
Closing Date 2016-07-29

Lini Evans
@Levans
San Francisco, CA
Liv󰇪 󰈉󰇬󰈜󰇺
Talk with customers and Add as Lead Add as Contact

prospects in real time over email, $ Chloe Reese

Apex Corp, $ 38,000,00
Layout Standard

phone calls, social media, and Pages Visited 5 Pages 10:23 Account Name Betacry Inc
now in Pricing page First Name Lini
customer portals. Days Visited
4
Last Visited
Yesterday
Last Name Evans

Email lini.es@bet.com

Visitor 80578 Owner Michelle Brown

United Kingdom
Pages Visited 2 Pages 10:14
now in Contact page

Days Visited Last Visited

4 Today

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Jack Brown
United States
Predictive Sales and Intelligence
Zia, an AI assistant included with Zoho CRM, can help you manage
your CRM data and stay on top of every activity.

How can I help? How can I help? How can I help?

Get me the number of leads Get me the number of leads created What is the revenue this month?
created this month by source this month by source, as a chart

70
REVENUE THIS MONTH
LEAD SOURCE LEADS COUNT
62
$400,000
60
Online Store 17 56

50
Facebook 21 Show me the Deals by each stage
40 40
40
Web Download 40
Leads Count

36

30
Deals by stage
Partner Referral 25 25

21 20
20
Quote Request 62 17

10
Qualification

Advertisement 56
Need Analysis
0 Value Proposition
Cold Call 36
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Quote discount appproved

Ad
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Negotiation/Review
Closed Won

Closed Lost

zoho.com/crm
Type Here... (ex: Leads created this week) Type Here... (ex: Leads created this week) Type Here... (ex: Leads created this week)
Customization
A truly customizable and fully extensible solution that can be modified
as needed to fit your unique business needs.

Deals Standard Cancel Save and Close Save

Modules Tab Groups Web Tabs

New Fields
CREATE
Search Multi-Line
Single Line Organize Modules New Module
Preview
Email Phone * User-Created Module

DISPLAYED IN TABS AS MODULE NAME SHARED TO LAST MODIFIED Product Information

Pick List Multi-Select

Saleslnbox Saleslnbox All Profiles

Date Date/Time Product Owner Lookup
1
Number 2 Auto-Number
Leads Leads All Profiles June 26, 2019

$ Currency .00 Decimal Product Code Single Line

Deals Deals All Profiles June 18, 2019

Product Active
Percent 9...9 Long Integer

Contacts Contacts Checkbox

All Profiles URL June 07, 2019
Product Category Option 1
Lookup Formula
Accounts Accounts All Profiles
Sales End Date Date
Subform

NEW SECTION Support End Date Date

zoho.com/crm
Unused Fields 23 Modified By Single Line

Custom Fields Left: 301

 Reports and Dashboards
Accelerate your business with a powerful analytics tool that paints a
picture of your current and future performance.

Global Sales 2019 Lead conversion analytics

Industry-wise comparator
India 2000
Finance Retail Insurance 80%
UK
Deals won 62 47.6% 206 42.1% 230 198.7% 1600
Canada 90%
Deals open 296 0.3% 823 10.9% 617 37.1%
1440
China
Deals lost
75%
42 28.8% 114 38% 104 30.2%
0 50k 100k 150k 200k
1080
Sum of Amount Achieved
Leads Created Leads Converted

Deals Created Deals Won

Europe Sales 2019 Revenue this month

Asia target
1. Poland $6,271.674
$70.076,794 $107,509.00 284.6%
2. France $4,225.827
Last year: $27.952.00
3. Spain $3,551.238

4. Germany $2,960.810

5. Netherlands $2,574.661
$0 Target: $ 150,000,000

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6. Italy $2,276.754
Remaining : $ 79,923,206
Fully mobile Integrations
Stay on top of your business wherever 500+ native integrations with top
you go with Zoho CRM mobile apps. business apps.

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Mail Us: Website:
sales@zohocorp.com zoho.com/crm

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