Zoho adds sophisticated management, customization features

Summary:The small-business apps provider thinks enterprise with enhancements for managing territories, integrating deeper with social media and adding custom modules.

Customization-Modules
Customization modules allow for additional features or workflows without coding.

 

Strictly speaking, the latest enhancements to Zoho CRM aren't really being pitched at super small companies.

But any team that wants to get more granular about managing sales territories or adding custom modules to their customer relationship management application will appreciate the changes all the same.

Here's a high-level recap of what's been changed:

  • A new territory management option lets your company organize customers and prospects according to geographies, industry types, product lines, anticipated sales or divisions. This lets you change how you manage forecasts.
  • A new social interaction tab allows salespeople to watch "conversations" on Twitter, Facebook or LinkedIn profiles from within the Zoho CRM applications.
  • The updates allow for creation of custom workflow features, so that when certain activities happen, the CRM record is automatically updated. And, there are custom modules that allow users to export or import relevant data as necessary.
  • Also, users can check out Zoho Campaigns results from within the CRM application.

Raju Vegesna, Zoho evangelist, said all Zoho users will automatically receive the social media updates. If you want to use the territory management or customization capabilities, you'll need to invest in the Enterprise plan, which is priced at $35 per user, per month.

Topics: SMBs, Cloud

About

Heather Clancy is an award-winning business journalist specializing in transformative technology and innovation. Her articles have appeared in Entrepreneur, Fortune Small Business, The International Herald Tribune and The New York Times. In a past corporate life, Heather was editor of Computer Reseller News. She started her journalism lif... Full Bio

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