Zoho

Overview: Connect with Zoho CRM to manage contacts, leads, accounts, and deals in your comprehensive sales pipeline with advanced analytics.

Detailed Functions:

Core CRM Management:

• List Contacts: Complete contact database with filtering options

• List Leads: Lead management with qualification tracking

• List Accounts: Company and organization management

• List Deals: Sales opportunity tracking with pipeline stages

• Search Functions: Find contacts, accounts, and deals by name, email, or phone

Detailed Record Management:

• Get Contact Details: Comprehensive contact profiles with interaction history

• Get Account Details: Detailed company information and relationship mapping

• Get Deal Details: Complete deal information including probability and stage

• Get Lead Details: Lead qualification status and conversion tracking

• Get Organization Info: CRM settings and organizational structure

Pipeline & Sales Analytics:

• Get Pipeline Analytics: Total pipeline value, deal counts, and stage breakdown

• Get High Probability Deals: Deals likely to close based on probability and value

• Get Stale Deals: Deals without recent activity requiring attention

• Get At-Risk Deals: Opportunities at risk of being lost

• Get Deals Closing This Month: Current month closing opportunities

Performance & Velocity Analysis:

• Get Deal Velocity Analysis: Sales cycle metrics and stage progression timing

• Get Win Rate by Deal Size: Success rates across different deal value ranges

• Get Sales Rep Performance: Individual performance with win rates and revenue

• Get Lead Conversion Analytics: Lead-to-customer conversion analysis

Customer Intelligence:

• Get Top Customers: Revenue ranking and customer value analysis

• Get Inactive Customers: Customers requiring re-engagement

• Get Neglected Accounts: Accounts needing attention based on contact frequency

• Get Expansion Opportunities: Existing customers ready for upselling

Lead & Source Analytics:

• Get Lead Source Analytics: Lead generation effectiveness by source

• Get Unassigned Leads: New leads requiring sales rep assignment

• Get Stale Leads: Leads needing follow-up or nurturing

Activity & Follow-up Management:

• Get Follow-up Queue: Tasks and events requiring immediate attention

• List Calls: Call activity tracking and logging

• Get Calls Details: Comprehensive call analytics and patterns

Industry & Market Analysis:

• Get Deals by Industry: Performance analysis by industry sector

Use Cases:

• "Show me all high-probability deals closing this quarter"

• "Which sales rep has the best win rate this month?"

• "What's our average sales cycle length by deal size?"

• "Find all customers who haven't been contacted in 30 days"

• "Which lead sources are converting best?"

• "Show me deals at risk of slipping this month"

• "What expansion opportunities exist with current customers?"