Revenue Action
Orchestration with Zoho CRM

Connect, analyze, and draw AI powered insights from your customer data to help you choose the right actions at the right time to optimize sales cycles, convert prospects, close deals, and accelerate revenue generation with Revenue Action Orchestration (RAO).

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The origin of Revenue Action Orchestration technology

With business requirements and technology evolving rapidly, various vendors have stepped up with dedicated solutions to fill the gaps in each organization's digitalization journey. Most vendors offer point products aimed at addressing specific challenges, while few offer a suite of solutions that cover a broader range of operational use cases. This often leads to businesses having a Frankenstein system of disparate apps bolted together with complex code that may or may not provide relevant context to your teams working with customers.

At the center of your sales operation often lies a CRM. This is the beating heart of your customer operations, through which every interaction and engagement flows through. This beating heart is often supported with other powerful tools to help you flesh out a more comprehensive customer lifecycle—like revenue intelligence, sales engagement, and powerful AI capabilities to help your sales team. But more often than not, these products are sourced from different vendors and held together by duct tape and a dream. Data flow can be patchy, and context is missed as data flows between these apps. However, with the right vendor that can integrate these solutions seamlessly or provide a singular solution that bundles these powerful functions together, you have a Revenue Action Orchestration system that can help you optimize your sales pipeline and velocity.

From disparate systems to unified insights

Now this is a mind-bending number, but modern-day enterprises tend to use up to 600 apps to manage their overall business operations. As we just discussed, this leads to your entire CX and revenue operations being managed by a patchwork of interconnected data that tends to lack strong context when your prospects and customers are moving through various departments along their journey. However, a strong Revenue Orchestration Platform (ROP) tends to combine the best of CX and revenue functionalities to give you an unified platform for you to make the most of your buyer signals, leverage opportunities, and improve your bottom line.

Capture

Track and automatically record signals from prospective buyers and customers across various channels and connect them with the right records in your CRM system. Eliminate the need to track every signal manually, enrich every record with powerful context, and improve the quality of future interactions with these buyers.

Analyze

Analyze buyer signals and interactions linked to various customers and opportunities as well as the various aspects of your business operations to provide powerful and personalized insights that help drive positive outcomes for your team and move opportunities down your pipeline for conversion.

Engagement

Provide the ability to connect with your buyers across various platforms, so your team can reach them where they are. Connect with buyers through emails, phone calls, social media, and even via live chat on your website. Get real-time signals when they engage, so your team can prioritize and respond quickly.

Automation

An added benefit would be the complete automation of repetitive and time-consuming administrative tasks that frees up time for your sales team to connect with and address your buyers' challenges.

Optimization

Beyond merely providing insights needed to drive positive outcomes, the system needs to deliver them as part of a guided flow for your sales teams. From predictions and recommendations to the next best actions and best time to contact, your ROP must deliver these insights at the right time and place for your team.

Contextual insights powered by AI

The AI that works on providing insights into your data is the glue that holds your ROP together. But instead of using several standalone AI methods to address your organization's needs, a singular AI combines different methods and acts as a solution to a broader range of business challenges, offering a combination of predictive and generative AI capabilities.

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Revenue orchestration in Zoho CRM

With Zoho CRM, you get access to a powerful revenue orchestration platform that can scale with your business and is extremely customizable. It offers unified and perfectly balanced capabilities that cover Sales Force Automation, Sales Engagement, and Revenue Intelligence, all held together by our powerful AI sales assistant, Zia.

Revenue orchestration in Zoho CRM

What Zoho CRM
can do for you

Zoho CRM combines strong native capabilities and an ability to integrate with the larger Zoho ecosystem seamlessly. Offering popular third-party applications and legacy systems through a plug-and-play model or open APIs, Zoho CRM gives you access to a powerful set of tools to empower your sales reps and drive positive revenue outcomes.

Comprehensive profiles

Create holistic profiles with rich sales, service, and marketing context by centralizing data and buyer signals from across your tech stack.

  • Rich Context
  • Enrichment
  • Omnichannel Presence

Your CRM becomes the single source of truth by pulling in relevant prospect and customer data from the broader Zoho ecosystem and connected apps into each relevant record.

A 360 degree view of your customers in one place in Zoho CRM

Fill the gaps in your customer data with Zia's enrichment that scrapes publicly available information to automatically supplement the information you've collected in Zoho CRM.

Zoho CRM's AI assistant enriches existing customer data

Integrate communication channels to initiate and track every email, phone call, social media interaction, and conversation across messaging platforms right inside your buyer's record.

Zoho CRM enables conversations across multiple channels of communication

Activity Intelligence

Track and analyze buyer signals from across various sources to deliver AI-powered insights that improve current and future interactions with customers.

  • React in real time

    Plan and execute your interactions with buyers with signals that bring real-time notifications for various buyer activities like email replies, social media engagement, website visits, and more.

  • Right place at the right time

    Get recommendations at the right time and on the right channel to contact your buyers for the best possible response through Zia, our AI assistant.

  • Know the right action to take

    Transform your activity data into actionable insights with Zia. Get recommendations on the best action to take that drives positive outcomes on all of your deals.

React in real-time to customer responses with Zoho CRM's Signals
Zoho CRM offers recommendations on the best time and channel to contact prospects
Get recommendations on the best actions to take and move deals forward

Activity Intelligence

React in real-time to customer responses with Zoho CRM's Signals
Zoho CRM offers recommendations on the best time and channel to contact prospects
Get recommendations on the best actions to take and move deals forward

Deal Intelligence

Channel the power of teamwork and the magic of AI to collaborate and close deals in your pipeline and generate a healthy stream of revenue for your business.

  • Split deals and win as a team

    Closing deals usually involves multiple teams. Provide visibility and access to deals to all of the relevant contributors as well as split the revenue accurately between them.

  • Predict and close

    Leverage the power of Zia to predict variables like the product/service being purchased, the likelihood of winning a deal, and even the deal closure date to come up with a solid plan of action.

  • Recommendations that convert

    Get powerful recommendations on products to pitch and people to pitch it to. Leverage these recommendations in your sales pitch to improve conversions and drive revenue growth seamlessly.

Let the right people contribute and recognize their efforts with correct revenue attribution
Build prediction models to predict various factors that impact your probability of deal closure
Get powerful recommendations that can improve chances of conversion or closure

Deal Intelligence

Channel the power of teamwork and the magic of AI to collaborate and close deals in your pipeline and generate a healthy stream of revenue for your business.

Let the right people contribute and recognize their efforts with correct revenue attribution
Build prediction models to predict various factors that impact your probability of deal closure
Get powerful recommendations that can improve chances of conversion or closure

Pipeline Analytics

Build a healthy pipeline with fast-moving deals using powerful analytics, address anomalies before they grow bigger, and even get tailored corrective steps to resolve bottlenecks and hit your targets.

  • Don't let records stagnate

    With powerful filters and the ability to track the time a record spends across different stages, quickly identify important opportunities that are stagnating and give them the attention they deserve.

  • Detect anomalies as they arise

    With powerful filters and the ability to track the time a record spends across different stages, quickly identify important opportunities that are stagnating and give them the attention they deserve.

  • Prioritize and move

    Don't let ambiguity and uncertainty slow your pipeline down. Zia can score your prospects and opportunities, helping you identify and follow up with the most promising ones with the highest chances of conversion and improve your bottom line.

Track how long records stay at each stage of the process
Get notified of any anomalies in your business process as they arise
Let Zia score records so you can prioritize them better

Pipeline Analytics

Build a healthy pipeline with fast-moving deals using powerful analytics, address anomalies before they grow bigger, and even get tailored corrective steps to resolve bottlenecks and hit your targets.

Track how long records stay at each stage of the process
Get notified of any anomalies in your business process as they arise
Let Zia score records so you can prioritize them better

AI Sales Assistant

Support your sales with Zia, Zoho's powerful AI Sales Assistant, that can supercharge your day-to-day operations with intelligence, efficiency, and contextual assistance through powerful tools and voice interactions.

  • Conversational intelligence
  • Strategy Influencer
  • Process Efficiency

Does your sales team feel stuck? They can "Ask Zia" for anything from generating reports and dashboards with simple statements or creating entire presentations from your sales data. Zia can even add notes and create follow-ups with your voice command, and even go as far as creating entire modules and workflows with simple prompts.

Zia analyzes every aspect of your sales operations to gauge their health and diagnoses the underlying causes for these bottlenecks in your processes. It also offers corrective actions you can take to address them.

Zia can analyze your business processes, identify recurring actions performed by reps to suggest macros and workflows to automate these processes and let your sales team focus on customers.

Zia can analyze and identify repetitive actions to suggest workflows and macros to automate them

Sales Forecasting

A strong forecast helps set the pace for your entire sales team. Manually create multiple forecasts or let Zia take the reign and set the forecasts for you. Monitor performances, adjust goals, and shatter revenue targets.

  • Build your forecasts the way you want

    Let your leaders decide the goal, or let your employees set their own. Zoho CRM supports both top-down and bottom-up forecasting, giving organizations flexibility to choose how they build and define their organizational goals.

  • Let Zia guide you

    Zia can define targets across your organization based on your historical performance, as well as track and predict how individuals in your organization are going to perform. With this insight, set more ambitious targets for high performers and offer more guidance to those falling behind on their goals.

  • Know your pipeline

    Your sales reps can declare where a deal stands with respect to your forecast. Committed deals are a sure win, Best Case deals have a high chance of closing, and Pipeline deals are still in the nascent stage. A transparent pipeline helps organizations temper their expectations and make necessary pivots to hit their overall targets.

Build custom forecast to plan and reach your business goals
Let Zia suggest forecast goals and track your performance
Get a clear picture into the status of the deals in your pipeline

Sales Forecasting

A strong forecast helps set the pace for your entire sales team. Manually create multiple forecasts or let Zia take the reign and set the forecasts for you. Monitor performances, adjust goals, and shatter revenue targets.

Build custom forecast to plan and reach your business goals
Let Zia suggest forecast goals and track your performance
Get a clear picture into the status of the deals in your pipeline

Account Intelligence

Unify buying signals and interactions under your accounts, track the health of each account, and even segment them to help your sales team come up with account-level strategy planning and execute them to drive revenues from existing accounts.

  • A complete hierarchy
  • Segment and target
  • End-to-end journeys

Don't leave any link unconnected. Associate every contact and opportunity you work with to the right accounts to give your teams the structure and context of each account your team works with.

Build a strong and comprehensive profile of the accounts you work with

Maximize the revenue by segmenting your existing accounts based on established methodologies like RFM, or even a customized set of parameters to identify your best accounts. Your sales team can leverage this to execute personalized campaigns to upsell or cross-sell to open revenue opportunities from your best accounts.

Segment your accounts and identify opportunities for up-sells and cross-sells

Build personalized journeys that deliver meaningful experiences across channels to prospects from high-value accounts. From the first touch to payments and beyond, craft a holistic and automated journey that blends powerful automation and human touch where they're needed for impactful experiences and conversions.

Accelerate and automate your revenue
with Zoho CRM

Data, automation, context, and insight come together seamlessly within the heart of Zoho CRM to help you sell smarter, collaborate better, and respond to your customers' changing needs faster to help you build healthy pipelines, accelerate sales cycles, and deliver positive revenue outcomes.

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