Streamline Your Sales Process with Powerful Automation Software

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hi everyone my name is lira and today i would like to take you through the business process of a software development and installation company with multiple teams the idea for this video is to show you how zoho applications can streamline several business processes before we get into it here's a bit of background the organization has a team of 20 employees managing sales accounting project implementation and customer service the sales process starts with lead generation from various sources the majority of leads coming from the company website conferences and existing customers also known as referrals once these leads are added to the system the sales executive sends a welcome email after that the sales team schedules a call to understand the customer's requirements better if the customer is not interested in the service or finds that it's not what they're looking for their contact information is saved in the database for future reference if the customer is interested in the service offered a demo is then scheduled to showcase the product at the same time a sales meeting is arranged to go over the pricing and contract terms if the customer agrees to the terms the deal is closed as one and if the customer doesn't agree the deal will be closed as lost after a deal is won an invoice is raised and payment is received this then ends the financial part of the process the project management part now begins the project management team starts working to provide the customer with any necessary hardware or software that they require they'll also provide any training that the client needs if the client faces an issue the customer service team comes into play the client can raise a support request through various channels such as direct phone call email or even social media once a request is raised a support technician is assigned to handle the customer's case if it is a known issue or a frequently asked question the technician can easily share a knowledge base article to assist the customer if the issue is more complex the technician can resolve it through email a phone call or even by remote support so now that you understand how our hypothetical software development and implementation company works i'd like to introduce raj who will talk about how zoho's apps all come together to handle these processes thanks lira for sharing those business details let me jump into the solution and show you how zoho applications can assist in managing each process of this organization for managing sales operations we can use zoho crm it acts as a centralized database to manage lead and customer information it has a built-in feature that allows you to engage with your customers continually and handle your entire sales process in the leads module in zoho crm we have a lead source field that helps us to identify the source of each generated lead you can also set up reports in this module to get insights on the source that's giving you the most leads to handle the lead qualification process we can use the deals module in zoho crm the sales pipeline helps sales executives nurture each lead and close deals successfully for managing your accounting operations we have zoho books books is our accounting software designed to manage all your business finances there is a native integration between zoho crm and server books through which you can raise an invoice or estimate as soon as a deal is won we can also integrate books with different payment gateways to collect online payments for service implementations there's zoho projects with zahoo projects we can divide the implementation process into milestones within each milestone we can allocate tasks to users and easily track their status it also has a mobile application to provide you updates about ongoing discussions tasks common threads and more for managing customer service zoho desk comes into play in zoho desk you can receive a service request through different channels such as email web form chat calls and social media you can set up a service level agreement to offer support that complies with the predefined business regulations or contract agreement with your customers this is an integrated business flow where all the operations we discussed so far are merged into one unified process similarly the applications supporting these operations can be integrated for optimal data synchronization all these applications are available on their own or you can get them as a bundle in zoho one apart from this we also offer bundles specific to sales marketing finance operations and more i hope that this helps you understand more about what software options are available to assist you in managing your entire business process thanks for that raj we hope this was useful for you to understand how zoho's products can be aligned based on any business process and remember it's never too late to streamline your own processes with automation if you'd like our team to take a look at your business and come up with a similar plan just send us a request using the link in the description below that's all from me it's bye for now