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| Enterprise Solutions - ZOHO |
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| Sales and Marketing |
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Zoho CRM provides the sales force, executives, and management with sophisticated sales management functions such as: lead generation & qualification, sales pipeline analysis, sales stage & probability analysis, competitor analysis, real-time sales forecasting, sales quota management, sales reports & dashboards and other useful metrics. These functions give a business an opportunity to completely focus on customer life-cycle (lead generation - acquisition - conversion - retention - loyalty) rather than the sales process, thus increasing sales revenue. |
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| CRM - Sales Force Automation |
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Lead Management
Opportunity Management
Account Management
Contact Management
Activity Management
Sales Forecasts
Sales Quotes |
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| Customer Service and Support |
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Zoho CRM provides the Customer Support & Service management (Help Desk) features such as Cases (Trouble tickets), Solutions (Knowledge Base), Case Assignment & Escalation through Workflow rules, and easy to deploy Web-to-Case forms for capturing customer-specific cases through Websites. In addition, you can also synchronize customer-specific email messages as Cases from Microsoft Outlook mail client to Cases module in Zoho CRM. |
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| CRM - Sales Force Automation |
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Case Management
Solution Management |
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| Role Based Security |
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Zoho CRM provides an Enterprise-grade Role-based security to control the access rights of users while working with CRM data and modules such as leads, accounts, contacts, potentials etc. The Role-based security includes Profiles, Roles, Data Sharing Rules, Field-level security, and Groups. Using profiles, you can define fine-grained access rights to the CRM modules, data administration tools, CRM records, and fields within each module.
With the Roles and Data Sharing Rules, you can set up multi-level organizational hierarchy and control the data-level access rights as per user's role within organization. |
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| Inventory Management |
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Zoho CRM extends beyond the traditional CRM functions and enable complete sales cycle management features by integrating Order Management features such as Products, Price Books, Vendors, Sales Quotes, Orders, and Invoices with the Sales related modules such as Leads, Accounts & Contacts, and Opportunities. With the Zoho CRM - Order Management features you can achieve the seamless integration between pre-sales and post-sales accounting activities in a single application. In addition, you can also procure goods/services from the selected list of vendors. |
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| Inventory Management Modules |
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Products Catalog
Sales Quotes
Orders
Invoices |
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| Reports and Dashboards |
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Zoho CRM enables fully customizable reports in all the modules with more flexible
options such as cross-linking modules, arithmetic operations, different types of
layouts, 3-level column grouping, public/private folders, scheduling reports
generation and delivering to the intended users including non-Zoho CRM users
through email. In addition, 25 plus standard reports are packed in various modules
which can be used as a ready reference and enhance the learning experience.
Dashboards give a real-time snapshot of your organization's key metrics. Using
dashboards you can easily visualize comparisons, patterns, and trends in sales,
marketing, support, and inventory related data. In the Zoho CRM solution dashboard
comprises of different types of two-dimensional/three-dimensional (2D/3D)
charts, which are generated dynamically built over the Macromedia Flash
technology. The unique chart is Funnel chart, which can be used to visualize the
sales pipeline at various stages intuitively. |
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| CRM - Analytics Modules |
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Results
25+ standard reports in sales force, marketing, customer support, and order management modules
Ability to have cross link reports spanning multiple modules
Store reports in different types of public/private folders and enable access to the users according to their access privileges
Schedule the report generation mechanism and send printer-friendly reports to the specified users including non-Zoho CRM
users.
Export reports data to various formats such as XLS and PDF
Drill down to report data from dashboards.
Dashboards
Flash-based, interactive dashboards with an aesthetically pleasing layouts and fast loading capability
Fully customizable dashboards with different types of Bar, Funnel, Pie, and Line charts
Drill down charts for further data analysis |
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ZOHO Projects is very effective application To Plan, Track, Collaborate and Manage your Projects Online. Zoho makes project management easy by various features. Few are:
Tasks & Milestones
You can Create tasks, assign owners, specify deadline to track. Associate tasks to milestones.
Calender
You can View tasks, milestones & meetings all on a single page calender view. Track your day activity through the calendar.
Reports
You can extract Rich reports with Gantt charts for at-a-glance status of the projects.
Time Tracking
You can Track the time taken for each work item. Much helpful while billing for client work.
File Sharing
You can Upload files & manage them centrally. |
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| This feature enables Online Invoicing. Quick and Easy. It enables instantaneous invoices quotes or estimates. |
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Create and send branded invoices, quotes or estimates.
Automate repeated invoicing through recurring invoices.
Track outstanding invoices and customer payments. Accept payment online.
Send overdue reminders, acknowledge payment receipts.
Expand your business overseas, with support for multi-currency.
Data security and backup. SSL encryption of data on transit.
Powerful reports to see how your business is doing.
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| Zoho meeting is a strong application for the virtual meeting. It has features like web conferencing, Online meeting where you can Have a live meeting with your colleagues or friends, you can demonstrate your product to prospective customers, Support your clients by solving their issues online, Embed Zoho Meeting in your blog, wiki, notebook or any web page. |
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| With the help of this application you can create your Online database application in minutes. |
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Online database application - a better way to manage your data Intuitive drag-and-drop user interface to create customized
database applications easily
Convert spreadsheet to online database application Import .xls .csv, .tsv files and manage your data collaboratively over
the web.
Build powerful applications easily Deluge Script enables you to add logic to the application and make it more powerful and
robust.
Create web form and embed in your website/blog Create professional looking web form and embed in your website with
simple copy/paste code. |
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| This feature Provides database and reporting functionalities coupled with web based features like sharing, tagging, publishing and more. |
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Access anywhere Create, edit and access your databases from anywhere
Convert spreadsheet to online databases Import .csv,
.tsv files and manage your data and reports over the web.
Drag and Drop based Report building Create charts, pivots, summary and other wide-range of reports through powerful drag
& drop interface.
SQL Support Query your database using any known SQL dialect for creating powerful & flexible reports.
Share & Collaborate Share your data and reports for collaborative development and analysis.
Embed into website/blog Create professional looking reports and embed into your website with simple copy/paste code. |
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| The powerful new offering for small and medium-sized businesses that takes working online to the next level of productivity. Zoho Business combines user management and an integrated suite of applications and services with Zoho' s hallmark ease-of-use and affordability. The result is a secure, business ready solution that enables organizations to thrive in increasingly competitive times. |
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| Zoho Business will offer: |
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Single sign on across applications
Company level administration console
Multiple levels of security including SSL
Telephone support
Remote back-up
Document and data storage management self service
Co-branding |
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| Zoho Business will include the following applications: |
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Writer, Sheet, Show
Wiki, Planner, Notebook
Chat, Mail, Calendar
Start Page, Domain management
more.. |
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ZOHO People
Integrated service for HRIS, Self service & Recruitment portal
Just drag and drop to customize
With customizing existing forms or creating new forms being just few clicks/drag & drops - you do not have to write code to customize the service to your needs
Checklists
Configure business processes of your organization using checklist. Trigger´s sequence of tasks on a specific action like create/edit/approve of a request to complete a business process.
Employee portal
With all your employees basic demographic data available to all your HR & benefits staff - processing payrolls, generating reports, conducting appraisal etc all become easy
Self service
With the handling of their data being given to the Managers & Employees themselves through self service, it increases data accuracy, decreases administrative hassles & lessens mundane paper work for you.
Recruitment & resume management
With a growing organization recruiting becomes cumbersome & less accurate but e-recruitment helps you automate the recruitment process thus helping you acquire talent,easily & effectively.
Organization chart
View the employee reporting hierarchy as a tree view.
No download, No install, No coding & No implementation
Just sign up & start using. Adding a new form is just a drag & drop. No coding is required for implementation. |
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