Zoho CRM

Remote Data Backups uses Zoho CRM to better manage customer relationships and technical support.

Consider Zoho as an alternative to Microsoft Dynamics, NetSuite, & SalesForce CRM’s at a fraction of the price. Zoho is a highly secure and customizable CRM. Zoho’s basic version is free to try. Data from Zoho CRM can be migrated to and from other platforms. Users are never “data locked” from choosing to use another CRM. Beyond Zoho basic, users may pay as they go for more features. Zoho CRM syncs with social media and Zoho Email to optimize communication. Zoho is scalable and can be used from one person to large enterprise organizations. Use the Zoho QuickBooks Connector to sync with QuickBooks using your QuickBooks credentials.

Zoho offers sales performance and automation tools including optimization dashboards to measure productivity. Zoho contact manager and communication tools allow for customizable templates to integrate social media platforms. Workflow automation features save users valuable time and money.

Zoho calendar allows syncing with each users popular calendar software across devices. Ie. Choose to use your current Outlook calendar across your phone, PC, smartwatch & tablet.

Other features:

  • Chat enables interoffice communications on your desktop
  • Automated customizable reports with tabular, pivotal, chart, summary or dashboard view
  • Territory manager locates nearby contacts & prospects
  • Build webforms with captcha codes without using any code
  • Sales game manager is used as a motivation tool to increase productivity
  • Automated email marketing campaigns for prospects or current clients
  • Sync your Zoho CRM & CalDAV with your tablet, phone, desktop and smart watch
  • Sophisticated administrator functions include filters, rules, controls, user accessibility functions, extensions & API, data control & customizable automated workflow processes.
  • Monitor effectiveness of google AdWords campaigns
  • Run “dummy” Zoho CRM tests & try out the changes made to the CRM without risk of affecting your current data
  • Establish company roles & job descriptions with control settings & data permissions for each employee

Contact Remote Data Backups to learn more about using Zoho at 1-866-722-2587