Zoho CRM: A Sales & Customer Management

The video demonstrates how Zoho CRM supports structured sales operations and effective customer management through end-to-end process customization. From lead capture to post-sales support, the workflow is clearly defined with configurable stages and automated transitions. The integration with Zoho Books enables accurate financial tracking aligned with sales activities, ensuring data consistency across accounting and sales functions. Similarly, the connection to Zoho Desk facilitates seamless handoffs between sales and support teams, maintaining context during customer interactions. The use of unified data fields and shared records ensures that all relevant touchpoints are visible within the same platform, improving operational transparency. Analytics provided in the video highlight key performance indicators such as conversion rates and average deal cycle length, which are derived directly from CRM activity logs. These metrics support data-driven decisions in sales operations and customer management.