ZOHO CRM

The implementation of Zoho CRM for the performance of the company with customer orientation, allows the automation of processes related to the sales cycle, management of quotations, purchase orders, contracts, hundreds of types of customizable reports, dashboards, promotional campaigns, formats and documents associated with the operation, sales force control, among others.

It also allows the use and generation of real results derived from marketing strategies, especially those related to digital marketing thanks to direct connections with social networks, campaigns and the company's website.

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We are representatives official Zoho CRM in Colombia

With CRM you will have everything you need to manage the relationship with the company's customers.

Basic system functionalities:

Prospects:

is the module that allows the capture of customer data from different sources to initiate a customer service relationship with the company. The system allows data storage and automatic management, identifying their needs and performing automatic response processes, such as, for example, sending information that provides clarity and improves the possibilities of the purchase process.

Accounts or companies:

is the module that allows the management of the relationship with the companies, accumulating in a single resume, the management of the company, and of all the contacts that are associated with it, for example, each quotation, mail, campaign that is sent to the client can be monitored by the system.

Purchase orders or contracts:

allows the formalization of commercial agreements between companies, for this you can have complex contract formats or simple purchase orders, all customizable to the conditions of the company. This module speeds up the contracting process and guarantees the control of the company's business.

Invoices:

the system allows invoicing the services corresponding to the company, complying with all legal requirements. The invoice is personalized in the design that the client requires and with the information that the client determines, in addition to the mandatory data required by law.

Agenda management:

the system allows the administration of the agendas of the different consultants, visits, tasks and everything that requires time management.

Campaigns:

the system allows the configuration of commercial campaigns, social media campaigns and management of promotion plans.

Customized modules:

in case the customization of each module is not enough for the development of the company's activities, Arrobatecno will develop additional customized modules for the processes that require it.

Management of activities and alerts:

This module allows you to generate specific tasks for each of the modules, and also to program alerts and reminders that contribute to facilitate the follow-up of the processes that are operated in the system.

Reports:

the system allows the configuration and customization of hundreds of reports, in tables, bar charts, pies, trends, funnels and more, this allows decision making and quick consolidation of the company's information.

Contacts:

is the module that allows to manage the information and the relationship with the people who are part of the client companies or who have a relationship with the company. The system has a complete customizable resume that shows all the management that is done from the company towards the people.

Quotations module:

This module formalizes the cost estimate of the services or products for the client, allows to have a written commercial offer and certifies its delivery by mail. In addition, each of the templates is customized, making the quotation attractive and easy to understand for the client. Different formats are available depending on the segment or type of client.

Automation module:

Automations are automatic processes that allow the system to send notifications and reminders to customers, such as: reminders of appointments, reminders that a quote is pending, reminders of revisions, notifications of appointment status, notifications of offers, reminders of tasks, among others that are customized to the flow that each customer requires in their processes.

Product portfolio:

to have organized product data, prices, taxes and everything related to the description, making it easier for the company to manage the commercial processes that use this information.

Segmentation:

customer management by segments allows differentiation of information, service model, priority in requests, messages such as birthdays, among others.

Documentary management:

to have images, documents and other documentary support related to each client's resume, contracts, files and much more.

Mobile management APP:

the system contains an app for logging into the system, with which you can manage processes from outside the company and have access to all the modules of the system.

PQRS:

This module allows to listen to the customer, understand their needs and have optimal channels of attention and control of the process of requests, complaints, claims and requests, with the respective follow-up to their needs, formal response and evidence.

Commercial management module:

The system allows the administration of the sales force supporting the fundamental processes for the achievement of the sales objectives, for this it is not only aligned with all the modules of the system, but it also has specialized modules such as agendas, management notes, minutes of visits, call records, contact databases, fulfillment of goals and budgets of visits and sales. In addition, others that the special process of each company requires.

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Contact us:

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#expatgroup.co

We have an expert team that will help you in your process.

Our mission:

Helping foreign citizens like you to settle, invest, work, study and do business in Colombia.

Contact us:

You can contact us through our WhatsApp line and our team will contact you as soon as possible.

Our experience supports us

We have more than 10 years opening ways for foreigners like you to realize their dreams in Colombia.

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