Effective Lead Engagement with Zoho CRM

Par - Harish
25-08-2021 04:41:43

One of the biggest questions that organizations should be asking themselves is this: "Are we engaging our leads effectively?". Without proper, constant, and efficient engagement of leads, you are losing out on sales and conversion. A good CRM application can help you engage leads at various points of their journey with you, and help in closing deals faster.

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Here are 5 effective ways to engage your leads with Zoho CRM:

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1. Sales Inbox

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Zoho's intelligent email application brings your email inbox to your CRM. It can highlight the important emails using sentiment analysis, and provide insights into how/when you can best engage your leads. Over time, Zoho CRM can analyze and tell you how well each of your emails have performed over time, and help you improve it for better engagement.

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2. Telephony Engagement

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Sure, emailing is good, but an actual human being calling the lead gives them assurance about working with your organization. Zoho CRM integrates with various digital telphony providers, so you can quickly call the lead without having to leave Zoho CRM. Major telephony providers like Twilio are integrated, and can be used even for international calling.

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3. Virtual Meeting 

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There's nothing quite like (virtually) meeting your client and having a conversation about what they are looking for, and how you can assist them to get what they want. Zoho Meeting, Zoho's teleconferencing software is integrated with Zoho CRM to allow you to set up virtual meetings with leads in just a few simple steps. Virtual meetings with leads can show them how much you care about your customers. 

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4. Live Chat

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Many leads decide to leave a company's website if they do not fully understand what that company has to offer. These organizations fail to engage leads on the website leading to the loss of valuable leads. This is where CRM's live chat feature can come in really handy. Once set up, your agents can engage website visitors and effectively increase sign ups.

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5. Workflows

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Engaging clients with manual emails isn't a bad idea. But it can be an incredibly complex task when you have to engage multiple leads at the same time. With workflows, you can automate sending of personalized emails to leads. For example, if they sign up to try your product, you can have a welcome email sent out instantly, and multiple emails sent at different times during the trial period to ensure you convert them.

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Have you set up all these methods for to engage your leads? Are you seeing good conversion rates, or do you think you need to make your lead engagement more efficient? Talk to us to understand how you can optimize your Zoho CRM account to convert more deals.

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