Streamlined follow-up capabilities for enhanced customer interactions

Strengthen customer engagement with your brand through optimized follow-up flows built using Cadences.

CRM Software benefits | Zoho CRM

Here's how we can help you

  • Automate customer follow-ups.
  • Harness multiple follow-up modes.
  • Contextually determine the right target audience.
  • Assess the performance of follow-ups.

Flexibly select target audience

Enroll targets in or remove them from a cadence manually or automatically based on custom view criteria in the chosen module. Handle records both static and dynamic and cater to various segments of your customer base.

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Multichannel follow-ups

Leverage multiple modes of communication for follow-ups—such as emails, calls, and tasks—to expand your reach to a wider range of customers through their preferred modes of communication.

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Contextually automate follow-up actions

Automate customer follow-ups and meaningfully engage with them throughout your sales cycle. Create sequences of actions built around customers' responses or the outcomes achieved during each follow-up. Save time while staying connected with your customers and building brand engagement.

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Automate record removal

Automatically remove records that have reached their desired outcomes so you can focus your efforts on more immediate opportunities.

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Analyze your follow-up operations

Measure the effectiveness of your follow-up processes with detailed reports and use these insights to plan relevant strategies and improve customer engagement.

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