Zoho CRM Features-Basic Features: Comparison Of Zoho CRM And Tactic CRM

Sales Team automation

Zoho CRM features are known for the potential they show on the course of sales productivity. With the help of sales force automation feature, the users can easily automate several complicated sales processes. Zoho CRM simplifies the process of scheduling sales appointments, scheduling the procedure of keeping updates, scheduling sales representatives to lead acquisition and so on.

The sales team automation feature of Zoho CRM will take your customer engagement to the next level. The advantages associated with these features are presented below,

• This feature allows you to create, organize and manage leads seamlessly
• You can easily keep your every lead related data within one interface
• You can gain a 360 degree visibility of your deals
• You get an enhanced mode for connecting with your contacts
• You can also automate routine tasks to save both time and effort

Platform customization

One standout feature of Zoho CRM is its capacity to tailor various platform applications to suit your business needs. This includes the flexibility to design custom buttons and layouts, gather specific details from prospects, conduct test customizations, implement language localization, and more. Depending on your Zoho CRM product details, explore additional customization options:

• Tailor layouts for distinct processes
• Simplify the collection and organization of data in desired formats
• Implement diverse conditional checks to boost CRM data efficiency and quality
• Create custom views and filters for precise data retrieval
• Stay informed on key updates with Picklist history tracking, facilitating data-driven decisions
• Enjoy multi-currency support and localization capabilities

Marketing Automation

Marketing is a key part of any business and managing marketing campaigns that are capable of generating leads is even more important. Additionally, marketing is always full of several challenges, which makes generating quality leads harder than ever. But when you implement the right CRM solution for your business, you can do the same with ease. Zoho CRM feature, marketing automation tool, allows you to draw exponential returns from each marketing campaign. The advantages of using Zoho CRM features for marketing automation are listed below,

• Future business forecast with realistic goals
• Customer categorization for more valuable insights
• Multi-currency options for overseas clients in terms of invoicing
• Helping hands of Zia- an AI powered assistant- assists in prioritizing your leads easily and effectively.

Team Collaboration

Team Collaboration stands out as a key element in Zoho CRM, playing a pivotal role in maintaining real-time connections with both customers and team members. This feature empowers your team to enrich sales records with valuable information and seamlessly share Zoho CRM product details from a unified platform, leveraging collaboration tools. The following highlights showcase the myriad benefits of Team Collaboration in Zoho CRM:

• Feeds: Keep your team abreast of the latest business ideas and deal announcements.
• Chat Tool Integration: Foster connectivity among your sales team and other team members directly within the CRM.

• Sales Progress Tracking: Utilize informative text and audio notes for each module to monitor sales progress effectively.
• Tagging Feature: Organize and collaborate on Zoho CRM product details effortlessly through the tagging feature.
• Performance Group Segregation: Categorize your sales team into performance groups tailored for selling or event management.
• Project Management System Integration: Seamlessly integrate a project management system with your CRM for efficient task handling.

These robust Zoho CRM features collectively contribute to the substantial growth of your business. Opting for any of the plans offered by this comprehensive relationship management platform would undoubtedly be a strategic decision for your business.

Introduction to Tactic ERP & CRM

Tactic ERP & CRM is an all-in-one cloud-based SaaS that is consisted of 75+ modules boasting several advanced functionalities that are capable of supporting complex business needs. Tactic ERP & CRM centralizes business processes and enhances the performance projected by an organization.  

Tactic ERP & CRM is one of the most flexible SaaS solution you will ever experience. It is a perfect fit for small companies, medium sized organizations and even for large corporations. The freelancing units and the non-profit organizations can use Tactic seamlessly as well.

The CRM module of the SaaS software is a collection of nine different and most important features for customer management. These features are explained in the following section. 

The basic CRM features of Tactic ERP & CRM

As it has been stated before, Tactic ERP & CRM’s CRM module consists of nine different features crafted for some of the most complicated aspects related to business. These features are discussed below along with the benefits you can gain by using these functionalities.

Third-party module

Third-party module allows the users to manage all the third-parties associated with a company. Be it a customer, or a vendor, or a prospect, you can easily manage them and their details all at one place. There is also a statistical view of the incorporated entities, which help you gain an idea of important insights like conversion rate. The other benefits of this feature are presented below,

• Easy management of every third-party within one interface.
• You can add any document you want to the third-party cards
• The third-parties come with life-cycle. Hence, you can keep a third-party in drafts until they are confirmed to be interested in your products or services.
• You can edit or modify the customer codes, which makes the feature even more convenient.  
• You can also add extra fields as per your requirements.

Quotations module

Quotations module is the dedicated feature for quotation and commercial proposal management. Here you can also keep track of your leads along with the progress you have made for each of them. Opening and closing quotations are really easy with this feature. This is one of the most advanced CRM features of Tactic and this is bound to enhance your business experience. Here are the benefits that you can gain by using this feature.

• Easy creation of commercial proposals with only a few steps
• You can add notes to the proposals
• Proposals can be exported easily as well
• Tactic ERP & CRM offers you proposal templates for free
• You can add online signatures within the system itself.

Sales order module

You get to manage your every order within one interface with the help of Tactic ERP & CRM’s sales order module. By managing all the sales orders within one interface you get more clarity than ever. Just one click is enough to find out every order related information easily. The benefits to be associated sales order module are listed below:

• You can create shipments directly from the sales orders
• Tactic ERP & CRM allows you to change the status of the sales orders
• You can clone the sales orders
• Deleting the sales orders are easy as well

Shipment module

You can manage shipments directly through the shipment module of Tactic ERP & CRM’s CRM suite. This shipment feature allows you to start a shipment and close a shipment. It will also show you the orders that need to be shipped. The benefits of this feature are presented below,

• Easy shipment management in one place
• Statistical view of shipments
• Easy to start and end a shipment
• Shipment tracking features  

Contract module

The Contract module streamlines the handling of business contracts in the Tactic ERP & CRM solution. It allows you to:

• Users can easily generate contracts by filling in predefined fields.
• Draft contracts are editable, allowing modifications before validation.
• Once contracts are validated, they become immutable.
• Immutable contracts cannot be modified or deleted, ensuring data integrity.
• The module supports the efficient management of subscriptions directly linked to customers and vendors.
• Users can handle quotations seamlessly from this central hub.

Intervention module

The Intervention module is pivotal in addressing urgent requests that demand immediate attention. It seamlessly manages interventions for valued customers or members with critical requests. The benefits are:

• Creating an intervention is a one-step process.
• Users can input essential information into predetermined fields to initiate the intervention.
• Users have the flexibility to attach various files to interventions based on specific needs.

Tickets module

The Tickets module acts as a comprehensive tracker, documenting customer queries and issues across the entire customer journey. Customers have the flexibility to create tickets using both internal and external interfaces. Businesses can effortlessly track and manage customer-generated tickets through the dedicated ticket module.

Knowledge management module

The Knowledge Management module streamlines the availability of critical information across the organization. Customers gain easy access to relevant information directly linked to their queries when needed.

• It reduces the time required to resolve both internal and customer queries.
• Knowledge base articles can be seamlessly linked to tickets.

Partnership module

The Partnership Management module empowers businesses to efficiently handle relationships with customers, vendors, and other third parties. Businesses can easily create new partnerships by populating predetermined fields within the module. Partnerships can be validated, approved, or terminated with just a few clicks, ensuring a seamless and swift process.

Comparison between Zoho CRM features and Tactic ERP & CRM

Analysis

Both Zoho CRM and Tactic ERP & CRM are cloud-based SaaS products, convenient to be accessed from any location with an active internet connection. Basic Zoho CRM features are four in number while Tactic ERP & CRM offers 9 advanced features. Hence, if you have a growing company with heavy requirements, then you should go with Tactic. Zoho is certainly very affordable. However, Tactic ERP & CRM is even more so. Moreover, you can gain up to 9 months of free trial opportunity.