Everything that thrives in the world does so because evolution is the key to survival. People, animals, goods, companies, technology, and even software. In what ways has Zoho CRM prospered over the past two decades? by changing to satisfy market and customer demands and, eventually, by anticipating significant changes in how people operate.
Today’s launch of Zoho CRM for Everyone, an initiative that unites and empowers all parties involved in the customer journey, represents one significant change in how businesses view CRM.
The fundamental idea here is that the sales cycle has changed over the past ten years. It has changed; it now has many more dependencies and is longer. Contracts are issued by a legal team, use cases are provided by a consulting team, references are created by an advocacy team, customers are welcomed and equipped by an onboarding team, and so on.
However, there is a significant issue: these teams are not included in the CRM. The solution? Include them in it. Customers get lost in this complicated process as they are transferred between different teams using different tools and systems, which is the biggest motivator to do so.
What Zoho CRM for Everyone has to offer is as follows:
Modules for teams
Each customer journey team has the authority to create its modules and integrate its work into the CRM. Deals can now be linked to case studies. Similarly, contracts may be linked to particular prospects, and the legal team members who draft those contracts have direct access to the information about those prospects.
Profiles of requesters
It’s time to simplify the coordination of these teams’ work after they have embraced Zoho CRM. How is a contract being followed up on by your sales team with legal today? through messaging, email, or phone. What if they could use your CRM to assign a task, set a deadline, and proceed with closing deals? With Zoho CRM for Everyone, it is feasible.
Interconnected records and workflows
Your teams have therefore arrived and begun collaborating. What will happen next? Automate! You can start that process by automatically creating an onboarding record as soon as a deal is signed.
Automation can also be used to make teamwork more efficient. For instance, you can use linked workflows to make the signing of the contract a prerequisite before your sales team marks a deal as closed.
Image-to-Canvas and AI Prompts for Modules and Workflows
Not every team is technically skilled, so if you’re hesitant about CRM for Everyone, know that they don’t have to be. With just a few simple prompts, you can create modules, configure workflows, and extract reports. Additionally, by allowing users to import an image and transform it into a Canvas list view, Image-to-Canvas facilitates customisation for those who want CRM to appear like an extension of their everyday tasks.
Our user interface appears different, as you may have noticed. Do you recall what we said at the beginning? evolution. The Zoho CRM of today is novel in both appearance and functionality. The new primary navigation bar on the left, which allows you to create workflows, modules, and more without going to your Settings page, is a significant evolution in addition to the new views we’ve added.
The concept of CRM for Everyone signifies a significant paradigm shift in how we all view CRM. To eventually keep customers from slipping through the cracks, it unites your teams in a complex customer journey. Therefore, it might be something other than evolution—perhaps even revolution. Join the CRM revolution and transform your workflow!
