Zoho CRM Partners

A CRM platform organizes and presents data to help better understand customers. Better message delivery and outreach can be accomplished with automation, so you can offer better, more efficient customer service. As a result, your teams can collaborate more easily and reduce silos.

The approach most businesses take to tracking customer information in the early stages is typically one of two things: one, you collect client information by hand in notebooks, scraps of paper, and the like; or two, you use spreadsheets, calendars, and tools such as Evernote to keep everything in sync.

A Dashboard is among the many different modules included in Zoho Customer Relationship Management. So what is a dashboard? In Zoho terms, a dashboard is “a visual representation of custom reports that provide a real-time picture of your organization’s key metrics.”  Today, dashboards are widely used in the business world, and knowing how to organize and navigate them is vital. They can help companies visualize and get deeper insight on their sales trends, inventory, marketing campaigns, etc.