Zoho CRM Blog Series – Zoho Standard Edition CRM Features

Aug 19, 2015 | General

Zoho Standard Edition CRM System

You know your business. AspenTech knows CRM.  Zoho CRM knows how to provide you with the information you need to make your small business work at its best.

The Right Type of User for Zoho Standard Edition CRM

Let’s say you have a small business with a limited client base, or, you’re running a non-profit – and you don’t need a lot of information from your CRM. It’s like a mobile phone – if you’re just making calls and playing Candy Crush, you don’t need apps clogging up your space and time, and you certainly don’t want to spend money on a product you don’t need. Zoho Standard edition gives you the CRM basics that you need, and is easy on your budget. You won’t spend for accessories you simply won’t use.

Zoho Standard Edition is a step up from the basic, no frills free Zoho CRM.  If you are running a small business or a non-profit, you know you have to make every penny count while keeping track of clients and potential donors. You don’t want to spend a lot of money tracking the information you need, but you don’t want to start from scratch. You have specific ideas of what you’re looking for and how you need to find it.

You’re looking for an excellent CRM that will give you the information you need on your customer database. You want to be able to track giving, spending, touches. You know the information you want. You need to access it fast, in your office and on the go. And you want to keep it secure – Zoho Standard even offers limited security management.

In order to track what’s happening in your business – for example, who is donating, when they last donated, and the amount – you can create custom reports and schedule them so that they’re ready when you need them. Use the standard dashboard or create a custom dashboard that speaks more to your business needs. Keep the information you need handy, with free file and data storage.

Features of Zoho Standard Edition CRM

Some of the key features offered by Zoho Standard Edition CRM include:

  • Field Customization
  • Sales Forecasting
  • Groups for Team Collaboration
  • Customized Reports
  • Standard and Customized Dashboards
  • Sales Forecasting
  • To download the complete listing of all the functionality available in Zoho Standard Edition CRM, click here.

With this type of information, your marketing team will be able to work with over 100 email templates and send up to 250 broadcast emails each day. If you want to up your emarketing game, you can you incorporate the free version of Zoho Campaigns (their email marketing program) that also links with your social media accounts. Zoho Campaigns lets you chose from any number of basic, designed or smart mobile-friendly templates which you can customize for your email campaigns, allowing you to send tailored broadcast emails. And you can see the results of these email campaigns within your Zoho CRM system.

Zoho Standard Edition CRM, To Kick-Start Your Business

If you’re just getting off the ground, or you’re working with a limited budget, you need the right Customer Relationship Management (CRM) system that fulfills your needs.  Small businesses need every sale and need to track each potential sale. With Zoho Standard Edition CRM, the information you need is available in a user-friendly format.

If you’re ready to get started with your free account, just click here. Once your initial free account is set up just go to the top right hand side of Zoho and click on “Try Other Editions” and select Zoho Standard Edition.  If you haven’t switched to a paid version after 15 days, your Zoho database will revert back to a perpetual Zoho CRM Free version.

For more information on the other versions of Zoho CRM check out the following articles:

If you have questions about which edition of Zoho CRM is right for your organization, give us a call or email at 866-880-4228.
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