Supercharge CX with Zoho CRM Plus

Introduction

Customer experience (CX) is a way to provide a positive, memorable, and meaningful interaction with your customers. A good Customer Experience strategy enables businesses to differentiate themselves from their competitors by providing better service and value. Zoho CRM Plus helps you manage every aspect of your customer interactions with features focused on improving both customer acquisition and retention. And at Fristine Infotech, we precisely help you to deliver a great customer experience using Zoho CRM Plus. We are Zoho Consulting Partner, that help you navigate all the applications within Zoho CRM Plus suite and also implement it for you.

Introduction to Zoho CRM Plus

Zoho CRM Plus is a comprehensive customer relationship management (CRM) software that helps businesses to manage their customers and deliver effective, personalized customer experiences. It’s cloud-based, so you can access it from anywhere on any device. That means you can take notes, enter data, and schedule appointments from your office or home—whatever works best for your business.

With Zoho CRM Plus you’ll have all of the tools you need to:

Build lasting relationships with customers and prospects by managing leads and opportunities in one place.
Manage sales processes by tracking deals through contracts to invoices. Even send emails automatically when it’s time for follow-up!
Use analytics reports to see how well your marketing campaigns are working so that they’re more effective next time around

CRM – The Foundation of CX

Customer experience is the new marketing, and CRM is a critical component of every CX strategy. “Customer relationship management software helps you manage your customers and their interactions with your company across all channels,” says Zoho CRM Plus Product Manager Naveen Gady. “This enables businesses to understand their customers well enough to personalize every interaction, enhance loyalty and create more opportunities for cross-sell or up-sell.”

One of the biggest benefits of using a CRM tool like Zoho CRM Plus is that it centralizes all customer data in one place—making it easy to access relevant information about your customers at any time. This makes for more efficient workflows and insights into how you can improve your overall customer experience (CX) efforts across multiple channels such as email, phone calls and live chats.

Zoho Desk – Multi-channel customer support

Zoho Desk is a multi-channel customer support solution that helps you provide exceptional support to your customers by delivering knowledge and expertise to them. Zoho Desk integrates with Zoho CRM Plus, providing access to all the data related to your customers in one place.

It is available as a mobile app on iOS, Android and Windows devices or in a web application. It offers various features such as:

Customer data available on mobile, desktop, CRM and chatbot;
Integrated with CRM gives rich customer insight;
Track customer sentiments; Track agent performance and productivity (including time spent, average response time);

Customer query resolution: Ticket based query resolution Agents can get contextual information on the same ticket which will help them respond to queries quickly (for example name of contact person).

Marketing Automation

What is marketing automation?

Marketing automation is a software solution that helps you to create and manage personalized communications with your customers by sending them targeted emails, texts, and other messages based on their behavior and preferences. In short, it’s the process of automating your interactions with prospects and customers so that you can focus more on closing deals.

Why should you implement marketing automation?

The benefits of implementing marketing automation are endless: You get to save time by eliminating manual tasks like managing lead lists, creating custom reports for individual sales reps or prospecting leads across multiple platforms in one go; improve customer experience by connecting with leads at every stage of their journey; increase sales productivity by reducing manual work for your team members; increase ROI through better segmentation of the audience based on behavior patterns or interests etc.

Email Journeys – Engage with Personalization

Email personalization is a great way to enhance your email marketing strategy. When you have a personalized approach, you can engage with customers more effectively and increase the performance of your campaigns.

Here are some tips for getting started:

Personalized email campaigns – Use Zoho CRM Plus’ advanced segmentation capabilities to create targeted email campaigns based on customer behavior, demographics, and other attributes. You can also use these segments when creating marketing automation flows or sending drip emails in bulk mode.
Email automation – Create automated workflows that help your team execute complex tasks like lead nurturing and scheduling emails in bulk or at regular intervals over a period of time. With this feature, users can set up automatic responses for incoming leads as well as schedule follow-ups based on their preferences (e.g., weekly).

Email marketing automation software allows businesses to automate repetitive tasks related to prospecting, lead nurturing and sales processes through custom rules built into the system’s workflow process engine

Chatbot – AI-powered Conversations

Chatbots are a great way to engage with customers, answer their frequently asked questions, and provide product information. They can also be used to provide support.

With Zoho CRM Plus’s help, you can develop intelligent chatbots that are powered by artificial intelligence (AI). Using our Chatbot feature, you can build a conversational interface for your customers on Facebook Messenger and other platforms.

Dashboards, Insights and Reports – Make Data-driven Decisions

Dashboards provide a visual representation of your company’s data. They help you make informed decisions by highlighting key information, like the top sales reps who are closing deals or which customers are leaving your business.

Insights help you understand your customers better by providing in-depth analysis on patterns, trends and behaviours that occur within the CRM system. For example, insights can show you how many times a customer has logged into Zoho CRM Plus over the last month or what their average response time to emails is.

Reports are used to track progress and performance across your organization – whether it be sales figures for a particular product line or service level agreements (SLAs) for customer support teams.

Multi-channel Customer Interactions

Customers are everywhere. You never know where they might be. They might be approaching you on an email list or in a social media group, or they might see an ad on their mobile device that triggers them to call your business.

And the same is true for your customers: they don’t know which channel they’ll use when dealing with you. That’s why it’s important to deliver a consistent customer experience across all channels so that every interaction feels like it’s coming from the same place.

Zoho CRM Plus can help you deliver a consistent customer experience by bringing together data from multiple channels and displaying it in real time across all devices—so as soon as someone interacts with your company across any channel, that information updates their record instantly.

Supercharge customer experience with Zoho CRM Plus

Zoho CRM Plus is a multichannel customer experience platform that integrates all your channels and data into one unified view. It also provides you with an effective way to manage your sales and marketing activities, track events, automate workflows, and even integrate any third party apps that you use in your business.

So why should you use Zoho CRM Plus? Let’s take a look at some of the key benefits:

Simplify the management of multiple contacts across multiple channels with contact cloud linking feature. You can add or link contacts from Facebook, Twitter and LinkedIn accounts to your existing CRM records with just one click or tap! If someone else does this for you—no problem! We let them do it without ever seeing each other’s private information like phone numbers or email addresses because we also provide field level security for this process using strong authentication technology.
Automate common tasks such as sending emails based on rules or keywords found within those messages using our workflow automation feature that supports conditional actions such as “send email”, “set reminder” etcetera including attachments (documents/PDFs) etcetera…

Conclusion

Zoho CRM Plus is a truly unified Customer Experience Suite, to get the maximum out of your Zoho CRM Plus, get in touch with Fristine Infotech – Zoho Consulting Partner. Based in India, having worked on 200+ Projects and rated as best Zoho Partner.