1. Marketing Management

Zoho has advanced tools to manage all the marketing related activities. This can be used manage email campaigns, social media posts, Smart campaigns in websites etc.

Zoho Campaigns: Zoho Campaigns is used for advanced email marketing techniques. It can help Business Formation companies with email list management, segmentation with personal interest. This also supports automation of email campaigns based on the recipient actions like opened, not opened, link clicked etc. Lead scoring based on the recipient behavior is a time saver for the tele-callers while they prepare the call list. Zoho campaigns native integration with Zoho CRM makes all the leads created in Zoho CRM by the sales people to get added to the email list automatically.

Zoho Social: Managing all your social media in one single place is not a dream anymore. Zoho Social helps you to connect platforms like Facebook, Instagram, LinkedIn, Twitter, Youtube to one single tool and manage the posts easily. Discussion regarding the new post, publishing the post, generating the reports and performance dashboard is at one single place.

Zoho Sales IQ: This makes your website visitors chat with your customer support team a great experience. Support team can chat with the visitors either from web app or mobile app. Chat assignment, lead creation, creating the chatbots, tracking the visitors page visit behavior etc will help the team in planning good website strategies.

Zoho PageSense: This is one of the favorite tool for those who treats their website as their medium to generate leads. Zoho PageSense will help to monitor the website performance and visitor behavior in an advanced level. It also has feature such as auto recording of the page visits to analyze the user behavior, Auto popup of the cards, designing the customer journey, A/B testing and page wise analyzes.

2. Lead Management

Just generating the leads does not help any organization. Success lies in how well these leads are managed and converted. Each lead in your CRM has a human being on the other side. As each human beings are different, handling each lead deserves the best approach. Zoho CRM has advanced features to generate, follow up, qualify and convert the leads. Zoho CRM can handle the check list for each product and manage the documentation too. For example, check list for for Freezone company setup is different from Mainland company setup.

Zoho CRM features such as blueprint and workflow make most of the manual operations automated.

Advanced analysis of the leads makes the top level management more aware of the trend and statistics. Some of the common reports useful for Business formation companies are as follows:

•  – Salesman wise leads
•  – Leads by status
•  – Leads by source
•  – Leads by product
•  – Leads aging and their conversion prediction
•  – Tracking of the application and check list

3. Potential / Deal management

Potential / Deal is created when a lead is qualified to go to the next stage. This stage will involve:

•  – Cost calculation
•  – Quote preparation
•  – Stage tracking
•  – Approvals / Rejections
•  – Checklist management

Some of the key reports at this stage:

•  – Deals by jurisdiction
•  – Deals by stages
•  – Deals by sales person
•  – Deals by age in days
•  – Deals by type

4. License Renewal Management

Business formation companies are generally responsible for renewal of the client business licenses. Zoho CRM can have the automated reminders and task for the renewals and advanced reports can be generated in any combination.

5. Visa application management

Visa processing of the shareholders and employees are generally managed by Business formation companies for their clients. This process can be managed with a custom module in Zoho CRM with all the relevant fields including check list, validity, nationality and documents information.

6. Accounting Management

Zoho Books is well integrated with Zoho CRM and all the accounting functions can be managed in Zoho Books. Key areas covered in Zoho Books are:

•  – Proforma Invoice
•  – Tax Invoice
•  – Payment Receipt
•  – Bills and Expenses
•  – Vendor payments
•  – Tax management
•  – Chart of Accounts
•  – Financials reporting

Zoho Books can also be integrated with multiple payment gateways for easy collection of money from the customers.