Zoho CRM provides small to large development teams with a complete customer relationship management solution. It empowers franchising teams to effectively manage the entire journey of a lead to becoming a franchisee.

Benefits of Zoho CRM

Boost Sales

A CRM can help you identify, nurture, and follow up with quality leads. This means that you don’t waste time and resources on tire-kickers. With visibility to your sales cycle, you can guide leads more efficiently and convert them to new franchisees in less time.

Efficient Business Process

Help your team stay productive by defining and building efficient processes for your business. A CRM can help you ensure that standards are followed while processes are executed. Make sure your sales team’s time is spent on closing deals and not wasted on mundane tasks by automating routine activities.

Tactical Decision-Making

Accurate data from across your organization helps keep your decision makers informed, so they can react to market trends with better decisions. Detailed reports will show how your teams are performing and where there’s room for improvement.

Data Security

You can rest assured that your lead data is safe in Zoho’s data centers, safeguarded by top-of-the line physical and digital security mechanisms. With features such as encryption, audit logs, IP restrictions, and two-factor authentication, your data is protected and only authorized users have access to it.

Mobile Accessibility

Zoho CRM’s mobile app ensures that your team has access to your opportunities, no matter where they are. A sales rep in the field can pull up information about prospects and easily update everyone else on new information by logging it in the Zoho CRM mobile app.

User Activity Tracking

Monitor your sales team’s activities with audit logs, so you can track who did what and when. For example, all actions done by your users with respect to record deletion and modifications will be audited so that you make proactive and reactive decisions.

Key Features of Zoho CRM

Your team can now effectively manage your leads in one place. When a lead comes in from your website, a tradeshow, an online platform, etc., it will be logged directly into the CRM. From here you can organize tasks, email messages, notes, and assign the lead to specific team members.

Contact management features in CRM help you organize your business contacts in one place. You’ll know when and why you contacted a customer the last time, the best time to reach them, mentions from social media interactions, and analytics to reach customers through email and other forms of communication. You can associate contacts to certain opportunities and track both at various levels.

Your franchise sales team can now visually manage where an opportunity is in your sales pipeline. As an opportunity progresses you can move them from Application Completed, to Disclosure Document, to Closed! The entire process can be customized to your process so that you always know where an opportunity stands.

Email management is a core function to any business and with Zoho CRM you can take complete control of it. Any email client that you use can be integrated with the CRM, which means you save time switching between tabs or copying others on messages. You can now easily prioritize emails, analyze the response to every email, and ensures you have thorough follow-ups with your contacts.

Your franchise sales team should spend their time selling and not doing mundane administrative work. You can automate everything from reports, to emails, to notifications. By utilizing automation, you can help free up the time that was otherwise wasted and allow your team to focus on their best and most qualified prospects.

Find out what’s working and what’s not with the easy-to-use, and customizable reporting features within the CRM. Find out which sales agent is underperforming, where your opportunities currently are, your conversion rates, where your campaigns are most effective, etc. From basic charts to advanced analytics insights, such as spotting anomalies in your business, an inbuilt analytics engine inside CRM can help you gain a crucial competitive advantage.

There is never a one-size-fits-all approach when it comes to running a business. Your sales process, the data that you need, and how you want to see it will vary from even your direct competitors. You can create custom functions, buttons, modules, fields, and layouts, or even build a CRM entirely from scratch with offerings unique to your process.

The Zoho CRM app is designed to help sales reps close more deals on the go. It allows them to add and update data wherever they are – and even when they are offline. Whether you’re at a trade show, business meeting, networking event, both in flight and on the road, you can keep your team up to date every step of the way.

As a Zoho Authorized Partner we have the knowledge and expertise to get your Zoho CRM instance off the ground. Whether you are a large or small organization we can custom-tailor your Zoho CRM to meet the specific needs and requirements of your franchise. Contact us to see what AXIS and Zoho can do for you!

Grow Now with Intelligent Lead Nurturing

Get your questions answered. Schedule a 30 minute consultation with AXIS Integrated today.