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Comprehensive CRM platform for customer-facing teams.

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Cloud Contact Center Software for businesses.

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Digital signature app for businesses.

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Forms

Build online forms for every business need.

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Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
Thrive

Complete loyalty and affiliate management platform.

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Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

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Marketing

Campaigns

Create, send, and track targeted email campaigns that drive sales.

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Voice

Cloud Contact Center Software for businesses.

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Sign

Digital signature app for businesses.

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Forms

Build online forms for every business need.

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Social

All-in-one social media management software.

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Survey

Design surveys to reach and interact with your audience.

Survey
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Sites

Online website builder with extensive customisation options.

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Backstage

End-to-end event management software.

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PageSense

Website conversion optimization and personalisation platform.

PageSense
Marketing Automation

All-in-one marketing automation software.

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LandingPage

Smart landing page builder to increase conversion rates

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Webinar

Webinar platform for webcasting online webinars.

Webinar
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LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
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Domains

Easy domain registration, transfer, and secured DNS management.

Domains
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CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
Thrive

Complete loyalty and affiliate management platform.

Thrive
Publish

Manage all your local business listings on a single platform.

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Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

Desk

Helpdesk software to deliver great customer support.

Desk
Assist

Remote support and unattended remote access software.

Assist
Voice

Cloud Contact Center Software for businesses.

Voice
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
FSM

End-to-end field service management platform for service businesses.

FSM
Lens

Interactive remote assistance software with augmented reality.

Lens
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

Books

Powerful accounting platform for growing businesses.

Books
Expense

Effortless expense reporting platform.

Expense
Sign

Digital signature app for businesses.

Sign
Inventory

Powerful stock management and inventory control software.

Inventory
FREE
Invoice

100% Free invoicing solution.

Invoice
Billing

End-to-end billing solution for your business.

Billing
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Payroll

Payroll software with automated tax payments and filing.

Payroll
Commerce

eCommerce platform to manage and market your online store.

Commerce
Checkout

Collect payments online with custom branded pages.

Checkout
Practice

Practice management software for accounting firms.

Practice
Solo

The all-in-one toolkit for solopreneurs.

Solo
NEW
Payments

Unified payment solution built for all businesses.

Payments
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email, Storage, and Collaboration

Mail

Secure email service for teams of all sizes.

Mail
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
WorkDrive

Online file management for teams.

WorkDrive
Bookings

Appointment scheduling app for consultations with customers.

Bookings
Cliq

Stay in touch with teams no matter where you are.

Cliq
Notebook

Beautiful home for all your notes.

Notebook
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
Learn

Knowledge and learning management platform.

Learn
Office Integrator

Built in document editors for web apps.

Office Integrator
Writer

Word processor for focused writing and discussions.

Writer
TeamInbox

Shared inboxes for teams.

TeamInbox
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Show

Create, edit, and share slides with a sleek presentation app.

Show
Tables

Work management tool to connect people, processes, and information.

Tables
Sheet

Spreadsheet software for collaborative teams.

Sheet
Office Suite

Powerful collaborative work platform for teams.

Office Suite
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
ToDo

Collaborative task management for individuals and teams.

ToDo
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

Expense

Effortless expense reporting platform.

Expense
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
People

Organize, automate, and simplify your HR processes.

People
Sign

Digital signature app for businesses.

Sign
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Shifts

Employee scheduling and time tracking app.

Shifts
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

Creator

Build custom apps to simplify business processes.

Creator
Assist

Remote support and unattended remote access software.

Assist
Vault

Online password manager for teams.

Vault
Directory

Workforce identity and access management solution for cloud businesses.

Directory
Lens

Interactive remote assistance software with augmented reality.

Lens
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
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eProtect

Comprehensive email security and archiving for every business.

eProtect
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit

BI and Analytics

Analytics

Modern self-service BI and analytics platform.

Analytics
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

Project Management

Projects

Manage, track, and collaborate on projects with teams.

Projects
Sprints

Planning and tracking tool for scrum teams.

Sprints
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

Creator

Build custom apps to simplify business processes.

Creator
Flow

Automate business workflows by creating smart integrations.

Flow
Office Integrator

Built in document editors for web apps.

Office Integrator
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Tables

Work management tool to connect people, processes, and information.

Tables
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
Apptics

Application analytics for all apps.

Apptics
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

IoT

NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT
CRM Plus

Unified platform to deliver top-notch customer experience.

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CRM Plus
Service Plus

Unified platform for customer service and support teams.

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Finance Plus

All-in-one suite to manage your operations and finances.

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Finance Plus
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
Workplace

Application suite built to improve team productivity and collaboration.

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Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
Projects Plus

Unified project management platform for intelligent, data-driven work.

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Projects Plus
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE

Why does my business need
an SDR team?

Not long ago, individual sales reps were responsible for managing their relationships with their clients throughout the customer journey. This included prospecting, first contact, qualifying, nurturing, negotiation, and deal closure.

However, as the customer journey is constantly evolving, today's businesses have multiple decision-makers, which makes enterprise selling a matter of team collaboration. SDRs come in at the top of the funnel, making first contact and keeping in touch with prospects to ensure that the lead stays warm and worth pursuing before passing them further down the line. SDRs also serve to persuade multiple decision-makers by educating them about the product offering and listing all the benefits and value propositions for their business.

All this time saved by prospecting and keeping leads warm enables sales teams to focus their time on their core sales job: selling and closing deals.

"SDRs generate between 46% and 73% of the pipeline. 58% of SDR-qualified leads end up as opportunities."

Roles of an SDR 

SDRs are the tip of the spear when it comes to reaching out to prospects and introducing them to the product. They touch base with every lead and filter out leads who aren't likely to convert. Below are the common tasks that SDRs handle on a daily basis:

Prospect for new leads

SDRs should be on the lookout for leads on social media, forums, online marketplaces, and events. They help develop relationships through meaningful conversations by offering a solution to the prospect's problems.

Cold outreach through multiple channels

SDRs should be well-equipped to reach out to prospects through multiple channels (phone, email, live chat, and social media) and follow up on business inquiries promptly.

Qualify leads and validate them

Armed with a great deal of knowledge of the prospect’s industry, business size, sales process, and requirements, SDRs make informed decisions as to whether prospects are worth qualifying.

Collaborate with account managers and sales reps

Account managers (AMs) and sales reps need a steady flow of qualified leads to convert into customers. Your SDR teams need to coordinate with AMs and move qualified leads down the sales pipeline. Depending on your sales process, SDRs may also work in tandem with business development representatives.

Benefits of having a SDR team

When sales development reps are part of the sales cycle, the deal conversion rate is significantly higher than when salespeople go it alone. In addition to increasing conversion rates, below are reasons why SDRs are more critical than ever for your business:

Faster sales cycle

Your SDR team takes care of your junk leads, enabling your sales team to focus on leads that convert.

Stay ahead of competition

Sales teams with an SDR have more opportunities to build rapport, develop relationships, negotiate, and close.

Streamlined sales cycle

When SDRs follow a similar protocol, they enable companies to create repeatable and scalable sales processes by standardizing the sales cycle.

Improved lead quality

When you have a dedicated team for lead qualification, you end up with fewer junk leads and a higher lead conversion rate.

Sales and marketing alignment

Any marketing team's biggest complaint is that sales reps fail to pursue all the generated leads. SDRs solve this problem by forwarding only ready-to-convert leads to the sales team.

Top-rated features for SDRs

With over 12 years of expertise in the CRM software domain, more than 250,000 successful businesses place their trust in Zoho CRM to streamline complex business processes, drive revenue, and build lasting customer relationships. Below are some of the top-rated features that enable SDRs to work effectively:

Generate, organize, and manage leads with ease

  • Generate leads
  • Enrich leads
  • Qualify leads
 

Generate leads from your website leads

Never miss out on a high-intent lead visiting your website. Zoho CRM helps you capture leads from your landing pages hosted on WordPress, Unbounce, Joomla, and other content management systems with ease—without typing a single line of code.

Connect social media profiles on facebook, linkedin and twitter to zoho crm

Enrich leads automatically with Zia

The more information that you get about your leads, the higher the chances of lead conversion are. Zia—Zoho's AI-powered assistant—enriches data by looking for more information about each lead based on information that has already been provided, thereby enhancing your future lead nurturing process.

Send mass email campaigns

Qualify leads faster with scoring rules

Dealing with a large number of leads every day makes it difficult to determine which ones to focus on. Scoring rules in Zoho CRM's lead management tool let you prioritize your sales leads with positive and negative scoring to ensure faster conversions.

Integrate adwords account with zoho crm

A better way to engage and stay on top of your prospects

  • Omnichannel
  • Best time to contact
  • SalesSignals
 

Communicate across channels

A customer or prospect can reach out to you in a number of ways. Respond to @mentions on Twitter, engage website visitors through live chat, call prospects, send emails, and manage all customer communication from Zoho CRM.

embed webforms to capture leads

Know when to get in touch

Whether you're contacting the customer to resolve a support query or making a sales pitch for a new cross-selling opportunity, it's important that the customer answers your call. Based on your previous interactions with customers, Zia suggests the best time to contact them.

set up workflows for lead management

Get real-time customer notifications

SalesSignals ensures you're able to keep track of all customer communication, including conversations from third-party apps, by delivering real-time notifications in an organized timeline. Get a signal every time a prospect or customer interacts with your brand, from opening an email to mentions on social media, actions from integrations, and more.

get real-time lead notifications

Enhance your productivity through automation

  • Lead assignment
  • Workflow automation
  • Macros
 

Automatically route leads based
on your rules

When you have a large sales team—especially working in the field—leads are often lost in transition or there is a delay in following up. Zoho CRM automatically routes leads to the best rep for the job based on zip code, product of interest, lead score, or any other criteria relevant to your business.

assign track jobs to your team

Streamline workflows and eliminate repetitive tasks

From sending emails to customers to following up with leads to updating required fields, there's a lot you need to do everyday. Workflow rules help you get that work out of the way by automatically triggering those actions when specified conditions are met. Set up to 10 conditions for a single rule and increase the power of a single workflow 10 times.

schedule appointments based on availability

Use macros to make your sales
run like clockwork

Macros enable you to trigger a set of actions for routine activities that you would usually execute manually. With a single click, use macros to send an email, update a record, and create a task—all simultaneously. You can combine multiple actions in a single macro and apply them to a bunch of records all at once.

provide service catalogue of your services with portals

Visualize your sales data to achieve better results

  • Target meters
  • Executive dashboards
  • Sales KPIs
 

Stay on track with real-time target meters

Zoho CRM's target meters give you real-time insights into the progress of your goals. Revenue, leads, deals—whatever your goal is, target meters keep your expectations realistic and help you see what you’ve achieved, what you haven’t, and what you’re close to completing.

Get AI based recommendations

Executive dashboards

As a sales manager, you can consolidate the performance metrics of all your departments and help your executives stay on top of changes. Metrics in the executive reporting dashboard act as the starting point for conversations and an easy way to understand the present, look back at the past, and project for the future.

Get AI based suggestions which can predict repeat purchases

Don't ignore your KPIs

From a scorecard that follows top deals to a dashboard that monitors current growth indices, Zoho CRM's KPIs offer a complete picture of essential sales figures so that your team can identify and concentrate on the areas that need improvement.

Get AI based suggestions for deals which are likely to close

Connect with customers on the move with Zoho CRM Mobile

  • Get the most out of your day

    Check the most efficient sales route to navigate to your customer's location. Check in at the client's location to record your visits and maximize selling time on the road.

    Check the most efficient sales route to navigate to your customer's location
  • Stay on top of your day's activities

    Plan your work day to stay on top of your day's activities. Whether it's talking to a customer, negotiating a deal, or sending out an email, get an overview of all your upcoming activities..

    Stay on top of your day's activities
  • Collaborate on the move

    Post the status of your tasks and keep your sales managers informed of your progress. Keeping them informed of their team's progress can let them guide their team with valuable insights at crucial deal stages.

    Collaborate with your team to share insights
phone skin image
Check the most efficient sales route to navigate to your customer's location Stay on top of your day's activities Collaborate with your team to share insights

Awards

Paul Greenberg's CRM Watchlist, 2022 - Winner with distinction. (Highest Score)
Gartner Magic Quadrant Sales Force Automation 2022 - Visionary
Leader in CRM Technology Value Matrix 2022
Customer Choice Award for B2B Marketing Automation, 2022
TrustRadius - Top-Rated CRM Software, 2021

Integrate with the apps you use everyday

Seamlessly integrate with more than 300 popular business apps and let your CRM talk the same business language as yours.

Zoho CRM was built to integrate with other apps and services you use every day
Zoho CRM was built to integrate with other apps and services you use every day

Salesforce does a nice job of making people think all other CRMs lack functionality. We checked out Zoho and found that not only did it have all of the functionality Salesforce has, but the interface was much more thoughtful and well-designed. Bernard Health's bottom line has improved significantly since switching to Zoho.

HI Tours have worked on two CRMs—an initial few years on Microsoft Dynamics and subsequent years on Salesforce—and we were suffering from implementation delays and subsequent loss of productivity and efficiency. We found Zoho a customizable and rapidly scalable solution.

Having a standardized sales and communication process makes it easier to bring on new sales reps. We can plug in new sales reps as quickly as we plug in new customers. Standardizing our sales process makes it so much more sustainable for long-term growth.

Alex Tolbert, CEO, Bernard Health
Prem Syal,Founder, HI Tours
Robert Peck, CVP of Business Development, Load Delivered
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Disclaimer: Zoho CRM is not an out-of-the-box vertical CRM solution. It is an industry-agnostic CRM platform that can be customized to suit various industries. The capabilities and solutions showcased above are a result of such customization.