Business communication has evolved in the digital world. Customers can now reach out to you via many channels including emails, social media, your business website, live chat, and more. This is all thanks to constantly evolving technologies. While it is important to leverage these communication channels so your customers can reach you, it is equally important to provide them the best possible customer experience at every stage of your interaction.

Zoho CRM is a unified customer experience platform that connects your sales, marketing, and customer support teams effectively, allowing customer information to seamlessly travel from one team to the other.

These are the most used modules and represent the standard sales pipeline.

Leads: Your “raw” data. This is where you put people you haven’t qualified yet (e.g., from a website form or a business card).
Accounts: The companies or organizations you work with. This acts as the “folder” that holds all related people and deals.
Contacts: The individuals within those companies. One Account can have many Contacts.
Deals (Potentials): This is where the money is. You use this module to track the progress of a specific sale, its value, and its expected closing date.