Evolution is the secret of survival; everything that thrives in the world operates by that principle. Animals, people, technology, products, businesses—and software, too. How has Zoho CRM been thriving for 20 years? By evolving to meet customer needs and market demands and, ultimately by foreseeing fundamental shifts in the way people work.
Today marks one such major shift in the way businesses look at CRM, as we're introducing Zoho CRM for Everyone: an initiative that brings everyone involved in the customer journey together and empowers them to work as one.
The underlying premise here is the fact that the sales cycle isn't what it was 10 years ago. It has evolved; it's longer now, with many more dependencies. It involves a legal team that rolls out contracts, a consulting team that provides use cases, an advocacy team that creates references, an onboarding team that welcomes and equips customers... and the list goes on.
There's one big problem, though: These teams aren't in the CRM. The answer? Bring them into it. The largest incentive to do so is the fact that customers fall through the cracks amid this complex journey as they're passed between various teams using disparate systems and tools.
Here's what Zoho CRM for Everyone offers:
Team modules
Every team involved in the customer journey is empowered to build their own modules and bring their work into the CRM. Case studies can now be tied to deals. Likewise, contracts can be associated with specific prospects, and the members of the legal team drafting those contracts have direct access to those prospects' information.
Requester profiles
Once these teams have come onboard Zoho CRM, it's time to streamline the coordination of their work. How does your sales team follow up with legal for a contract today? By phone, email, or messaging. What if they could assign a task, set a due date, and go about closing deals—all in your CRM? It's possible with Zoho CRM for Everyone.
Connected workflows and records
So your teams have come in and started working together. What's the next step? Automation! When you get a deal signed, you can automatically create an onboarding record and kick off that process.
You can also use automation to streamline work across teams. For example, if your sales team shouldn't mark a deal as closed before the contract is signed, you can set the signature as a precondition using connected workflows.
AI Prompts for modules and workflows, Image-to-Canvas
If you have doubts about CRM for Everyone because not every team is technically adept, know that they don't have to be, because everything—from creating modules and configuring workflows to extracting reports—can be done using simple prompts. And for those who would like CRM to look like an extension of their daily work, Image-to-Canvas makes it easy to customize by letting them import an image and convert it into a Canvas list view.
You may have noticed that our UI looks different. Remember what we mentioned at the outset? Evolution. Today's Zoho CRM is new in both form and function. In addition to some new views we've introduced, one major evolution is the new primary navigation bar on the left, where you can create workflows, modules, and more directly instead of navigating to your Settings page.
CRM for Everyone represents a major tectonic shift in the way we all perceive CRM. It brings your teams together in a complex customer journey so that you can ultimately prevent customers from falling through the cracks. Maybe it's something more than evolution, then—revolution, perhaps. Come join this CRM revolution and change the way you work!
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