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In the current context, one of the main challenges for companies and their employees is to remain productive.

This does not mean having to carry out an exhaustive control of employees, but ensuring that the work is done and the company grows.

Zoho CRM is a tool that allows you to set goals at the enterprise, regional, team and individual levels. As well as, that the people in charge, can visualize simple and attractive control panels to follow up.

The KPIs (Key Performance Indicators) that you want to measure allow you to track your objectives and sales. You can even compare it with previous periods.

Examples of KPIs:

Revenue for the month, open deals, top 5 sales reps, closed tasks, pending calls, lead conversion time, among others.

One of the main reasons for doing so is to push the team forward. If people know what their goals and progress are, they know where to aim in every situation.

What possibilities does Zoho CRM offer?

  • Perform sales forecasting:

    You can consider completed sales, current targets, deals that are about to close, and shortages in the sales pipeline.

  • Identify outstanding members:

    Visualize the best-performing members and determine the strength of each sales team based on the objectives achieved. This way, you can keep the most valuable members motivated. You can even use gamification and have people compete for different objectives.

  • Visualize data to make decisions:

    Then you can improve compensation, provide incentives, and identify problems before they grow.

  • Identify growth areas:

    By comparing conversion rates in different regions, sources or individual sales representatives.

  • Optimize the sales funnel:

    Define phases for the sales process, then identify how mobile your prospects are and what strategies you should apply to close sales.

  • Focus on quality agreements:

    Follow your progress and act when your activity or attention wanes.

  • Effectively measure marketing ROI:

    Visualize campaign performance with real-time information. This way, you know when the conversion took place and when to increase or decrease spending.

  • Post-sales analysis:

    Identify frequent buyers and those who interact most with your company. By following up, you can generate cross-selling or up-selling.

 

Due to the functionalities of Zoho CRM, without having an employee time and attendance system, it still manages to measure and increase productivity.

At the same time, it is a system that allows to organize the sales process.

 

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