Top 5 Zoho One Applications
Zoho One is a collection of integrated business applications that offers enterprise-level solutions for small, mid-sized, and large businesses. With this suite, you can manage your customers, sales pipeline, accounting, and invoicing tasks in one place. Each of Zoho One’s suite capabilities can be used stand-alone or along with others. You can use Zoho Invoice and Zoho Projects together for project management. You can use Zoho CRM along with Zoho Campaigns to create marketing campaigns.
The possibilities are endless with this suite of applications. This article highlights some of our favorite Zoho One applications and explains how they fit into your business model.
Customer Relationship Management (CRM) can be defined in many ways depending on what an individual intends to achieve. For some, it is the strategy to identify, understand, manage, and cater to the business needs of their prospects and existing customers. For others, it is a system that:
Helps with capturing all the required information to provide a 360-degree view of customers’ interests and preferences and provides various options to manage the sales and marketing processes and interact and engage with customers regularly.
A CRM system helps a company strengthen and build a long-term relationship with its customers in both these ways.
Why Do Businesses Need a CRM System?
An ideal CRM system is multi-faceted and provides the following:
- Uninterrupted access to customer data
- Bring inter-departmental coordination
- Streamline different processes
- Proactively participate in customers’ journey
- Make intelligent decisions
Its common knowledge that prompt responses and immediate solutions go a long way in building a lasting relationship. Having data on the cloud means that data can be shared across various teams. You can create customer-centric tasks and assign them to the relevant members of your team. This will ensure that every salesperson has a defined role and clear objectives, improve response times, and provide quick solutions to customers.
Additionally, a CRM comes with a wide array of features that can help in increasing your sales team’s ability to close more deals, assist the marketing team in acquiring more leads, make it easier for support teams to resolve tickets faster; all at the same time.
Zoho Books is cloud-based smart accounting software that takes care of all your accounting needs. We have highlighted some key features below to understand how Zoho Books works fully.
The Dashboard will give you a clear picture of your company’s finances. It gives you an overview of the Total Receivables, Total Payables, Cash Flow, Income & Expenses, Top Expenses, Projects, and Bank & Credit Cards.
Before you start accounting with Zoho Books, you would need to import the closing balances of your previous financial year as the opening balances for the current year.
Customize Your Zoho Books Account
Set up Zoho Books as per your business needs. Learn how to update your email address and password, change your organization’s theme, change the default organization, and various other functions in Zoho Books.
Create and send invoices to your customers. Receive payments for all the invoices online or manually mark them as paid. You can track all the payments received in different accounts and record partial payments for invoices.
Zoho Desk is web-based help desk software that gives you the ability to efficiently manage your customer support activities. Zoho Desk allows you to easily assign, track and set up alerts on help desk tickets. You can customize Zoho Desk for your business and ensure your customer support experience satisfaction.
Key Zoho Desk Features
- Prioritize, Manage and Close Your Customer Support Tickets
- Create a Help Desk Solution for Your Support Team
- Provide a Help Center
- Manage Contracts and Service Level Agreements
- Create Standard and Customized Reports
- Customize Your Help Desk
With Zoho desk management software, you have control over customer tickets submitted to the support team via phone, email, or web form. You can prioritize an incoming ticket and then close those tickets in the preferred order. You also get to Improve your resolution time and customer service by creating a Knowledge Base of customer support articles with Zoho help desk solutions. This will allow your support staff to effectively provide appropriate solutions for customer tickets.
You also get to help your customers proactively before they contact your support team. With the Help Center, you can create a Knowledge Base for your customers that is available to them 24/7. This feature also allows customers to create a ticket and track it online, eliminating the need to contact your support center.
Zoho Projects is an online project management software that helps you run your business with ease. It stands as a comprehensive solution to your day-to-day problems in project management and adds value to your business by leaps and bounds.
What Does Zoho Projects Offer?
Zoho Projects helps you plan, track, collaborate, and achieve your business targets easily. Get started the easy way with a few initial configurations and customization. There are different subscription plans that cater to organizations of various sizes. There’s also offer a free plan with three users and one project with limited feature.
Zoho Mail is a collaborative business communication platform for the modern workforce. It is a blend of the classic email and modern collaborative tools such as comments, likes, and sharing. The new Zoho Mail Suite comprises the following applications, which are essential for every business:
Email: Email, the backbone of every organization, facilitates a professional means of communication both inside and outside your organization.
Contacts: Contacts and Address book management, Group Address, Organization contacts.
Tasks: Effectively manage work for you and your team, Group Tasks, Subtasks.
Notes: A single place to note down your ideas/ thoughts or scribbles, add images and/or attachments.
Streams: Innovative collaboration within teams, built around email designed with provisions to like/ comment and more open interactions.
Bookmarks: Access all your important reference pages from within your mailbox.