Hello!
I begin this article by asking you the following questions:
Today I will tell you about the wonderful Customer Management tool known as ZOHO CRM and one of its great potentialities, AUTOMATION, which is 100% integrated into the entire application.
Automation in ZOHO CRM is actually a set of functionalities that can be configured independently and applied to different areas to perform repetitive tasks or that need to be executed without human intervention, such as:
Now, to activate Automation in ZOHO CRM, you have the following configuration tools, which I will describe below:
In particular, the latter has a very positive impact on the Nurturing process of Prospects or Potential Clients!
First of all, because we can have ZOHO CRM automatically send emails to potential clients every 2.5, 7 or 15 days. It is important to note that the automated activity of Customer Nurturing stands out among the most efficient marketing activities where automation is used to maintain contact with the potential customer or prospect until they are converted into a business opportunity, due to It has been shown worldwide that companies that use this communication system with the client have managed to increase their sales between 14% and 20% per year.
Finally, I would like to tell you that in addition to these great automation functionalities, ZOHO CRM also offers its own automation modules as well as integration with third-party applications via:
Webhooks.
Custom Functions.
Widgets.
ZOHO Flow module.
NOTE: In my next blog I will talk to you in more detail about these AUTOMATION alternatives offered by ZOHO CRM.