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MAJOR CRM SOFTWARES
ZOHO CRM : Extraordinary and amazing set-up of programming to maintain
your whole business, carried to you by an organization with the drawn out vision to
change the manner in which you work.

Deals Force Automation: 

Zoho CRM's Sales power computerization arrangement causes you to follow drives,
possibilities, business openings and close more arrangements in less time. Furthermore, you
can adequately utilize the current client information for future up-selling and strategically
pitching chances 

Advertising Automation:
 
With the Zoho CRM advertising computerization, you can adequately design promoting
exercises, improve the nature of leads age measure. Furthermore, you can gauge the
exhibition and viability (ROI) of missions. 
Client care and Service: 
Zoho CRM's Cases and Solutions usefulness engages you to smooth out the
association wide Customer Support measure and empower a superior incorporation
between Sales and Customer Support measures in a solitary framework. 

Stock Management: 
Zoho CRM Inventory Management encourages you to accomplish the consistent
incorporation between pre-deals and post-deals exercises in a solitary application.
Moreover, you can likewise follow obtainment of products or administrations from
the favored rundown of merchants
FRESH SALES
Freshsales is a sales CRM product by Freshworks, making it easy for
businesses of all scales to attract, close, manage, and nurture the leads. With
a highly intuitive User Interface and powerful features including built-in
phone & email, visual deal pipeline, intelligent workflow automation, AI-
based lead scoring, and customizable visual reports & dashboards.

Freshsales gives businesses everything essential to manage & scale the

sales without having to switch multiple tools. The Freshsales marketplace is
currently hosting over 75 apps that are seamlessly integrated with it
enhancing its productivity.
FRESH SALES CRM
The built-in email having two-way email sync ensures sales reps never leave the CRM
to access their inbox. Email tracking feature enables the user to know when and how
many times an email opens, or a link clicked on. The users are allowed to create
personalized sales campaigns with email templates. Insightful email metrics help the
users understand which emails performed well and which didn't.

Freshsales arrives with an in-built phone powered by Freshcaller that enables direct
calling with a single click on the contact's phone number. The user can set up, buy the
local numbers, enable call-recording, and set up IVRs in a matter of a few minutes.
The user is allowed to add notes, make appointments, as well as schedule tasks.

The 360-degree view gives the user an in-depth customer insight on prospects, allow
them to plan relevant conversations, and the track the touchpoints using activity
timeline. Also, Freshsales collects data & segments activities based on the behavior of
a contact. The user gets a perspective on leads with lead scoring, and prioritize more
critical follow-ups.
LEAD SQUARED CRM
LeadSquared is a complete customer acquisition platform for businesses. It combines
the features offered by both CRMs as well as Marketing Automation software, and
thus brings your Sales and Marketing teams on the same page.
Lead Capture Automation 
Responsive Landing Pages – Increase your traffic to lead change with versatile responsive
greeting pages. 

Site Widgets – Generate more leads from your current site traffic utilizing site
gadgets. Consistent Lead

Capture – Seamlessly catch leads from every one of your sources – inbound email, online
missions, calls, site, talk, lead age sites and that's only the tip of the iceberg. 
SALES FORCE CRM
LEADS
Think of a lead as a business card: a person’s name, business, address, phone number,
email, etc. You typically don’t know how interested a lead is in your product or
service; if they are the decision maker; have a budget or need; etc.

Typical use for leads is to go through a quick, simple qualification process before
converting them into an account, contact and possibly an opportunity. Salesforce
provides the capability to capture leads from your website through the Web-to-Lead
functionality.
LEADS

Make sure to identify a clear and concise lead qualification process;

Leverage the Web-to-Lead form if applicable;
Leads are for marketing, qualifying and converting, not selling;
Be careful not to create duplicates and/or consider an AppExchange to address this

Lead Management for Determining High-Quality Leads

No CRM feature list would be complete without mentioning lead management This
technology allows a business to determine the best customers to follow up with based
upon demographic and psychographic factors. Like lead scoring, it improves the
efficiency and productivity of your sales team by helping them focus on the right leads
at the right time.
ACCOUNTS
Accounts are companies or entities with a company name, address, phone number,
etc. Accounts can also have a hierarchy with several layers of Parents and Children to
support fairly complex organizational structures and reporting requirements.

While you can think of Accounts in many abstract ways, it’s best to not stray too far
from the intended use. Salesforce provides a set of addresses which can be used for
Billing, Shipping, etc. Some companies will create several Accounts for companies
with multiple locations. Accounts could be companies you hope to become
customers, partners and/or vendors.
ACCOUNTS
While the concept of an account may seem simple, there can be differing opinions
among various departments within an organization. Sales teams typically focus on
who plays a part in the selling process, accounting wants to know who to send the
invoice to, and customer service will focus on supporting customers who use their
product or service.

Keeping data quality high and duplicates to a minimum are important issues as well.
In cases where your business deals with consumers, think of the account as the
household or “main” person you interact with.
CONTACTS

Contacts are the people associated with accounts that you market or sell to, and
support. Each can have an address separate from their account as well as phone
number, fax number, etc.

Contacts are associated directly with one Account but could be associated with many
accounts using Account Contact Roles. Related Contacts provide a more elaborate
way to associate one contact to one account or to many different accounts. For each
relationship you can specify which is the “main” contact versus an “indirect” one.
OPPORTUNITIES
Opportunities represent a transaction between your company and an account.
Typically, this is a potential sales transaction with information about the specific
products and/or services one of your sales reps is presenting to a prospective
customer.

There are several other key pieces of information you need to create an
opportunity including the value (amount) and an estimated close date. As most
companies are interested in gaining visibility into their potential sales pipeline all
opportunities must have a stage. This opportunity stage is used to identify and
track the various steps an opportunity “travels” during the sales process.
OPPORTUNITIES
Sales Team and Customer Opportunity Management
Quantifying the opportunities that your sales team has with
customers is a relatively basic feature of CRM.

Referred to as lead scoring, it allows users to identify the customers

that are most likely to convert This helps streamline sales/marketing
teams, improve efficiency and optimize your sales process
REPORTS AND DASHBOARDS
Once relegated to business intelligence tools, BI, reporting and
dashboards have become some of the top CRM features. Users
can view statistics in a highly visual, engaging perspective using
customized reports and dashboards.

They offer real-time data updates and a platform that can be

accessed from various portals, improving ease of access for a
variety of personnel. Management can use these reports to make
data-driven decisions — an investment in CRM BI is an
investment in the future of your business.
CAMPAIGN MANAGEMENT
Campaign management features allow you to manage your entire sales
campaign from a single UI. This includes campaign ROI, scheduling,
analytics and more. A CRM combines analytics tools with data collection
software, then gives you and your employees numerous access points.

Use CRM campaign management tools for email marketing campaign

automation. Select the emails you wish to send, insert the time you want the
system to wait between each email, and select the criteria for your
campaign member list. Then turn it on and the system does the rest. Include
as many emails as you want in your email campaign. It’s a great way to
manage you B2C or B2B email marketing efforts.
MULTI CHANNEL MARKETING CAMPAIGNS
You can effortlessly create complex, multichannel marketing campaigns
With so many campaign nodes to choose from, you can generate campaigns
that leverage email sends, SMS text messaging, automatic social media
posts, landing pages, web forms and more.

Streamlining your multichannel campaign management will allow you to

focus more on measuring results and refining your approach as you move
forward.
 With so many built-in automation features, processing leads as part
of your marketing and sales campaign management efforts is a
breeze.

Use campaigns to score leads as they move through the funnel,

mark them as marketing qualified and pass them over to sales, send
alerts and tasks to sales for immediate follow up, and add
qualification and other tags to leads as they flow through your
pipeline.
AUTOMATED DEAL CREATION
Use CRM campaign management tools to automatically create a new
deal once a lead becomes qualified and moves to sales. Use campaign
nodes to add deal milestones, assign the deal to a specific owner, set the
deal source so that the correct lead generating tactic gets credit for creating
the deal, and more.

This all gets tracked back to the campaign you are running, making
analysis and measurement of results easier than ever.
CAMPAIGN REPORTING AND ANALYTICS
As your campaign progresses, you will likely want to check in periodically to
see how things are coming along. With CRM’s campaign reporting and
analysis features, you can do so in a matter of minutes.

Simply navigate to the campaign in question and click the reporting icon to
display campaign metrics such as emails opened, email links clicked, email
bounces, unsubscribes, and spam complaints related to the campaign.

You can view campaign report data in a chronological timeline view, and drill
down into individual metrics for a more granular view. Campaign reporting
provides you with actionable insight that helps you continually improve upon
your results.
ENTITIES IN CRM
An entity is a distinct data set or a group of records. For
example, we have accounts, we have contacts, we have cases,
which are trouble tickets or issues, and we have sales
opportunities inside of CRM.

Each of those record types is considered an entity. For

example, all accounts have their own records, and so Account is
an entity.
ENTITY RELATIONSHIPS
Entity relationships define the data relationship between two
entities in the system. CRM uses entity relationships to manage
how data interacts in the system
You can create the following types of relationships:

one-to-many,
many-to-one,
many-to-many