Customer Relationship Management

Adept Cloud is proud to be the leading Zoho Partner for Peterborough, Cambridgeshire and Lincolnshire. Experts at evaluating and deconstructing your current Customer Relationship Management (CRM) processes, Adept Cloud will redesign and create an innovative solution that suits your budget.
Recognised for its innovation and relentless focus on re-invention, Zoho is widely used by global brands such as Amazon, Netflix, Suzuki and Bose.
Learn more about how Zoho can be used here.
Our CRM tools can empower your business to convert more leads, engage with current and prospective customers efficiently and grow revenue.
Optional features include
Sales Force
Automation
Automate your sales, marketing, and support functions and free up more time to concentrate on customers. Create optimised workflows that help reduce manual data entry, eliminate redundancies and increase efficiency.
Performance Management
Enhance productivity with accurate forecasts of potential revenue. Categorise customers, set up multiple currencies to allow for international business and track website visitors to convert more prospects.
Marketing
Automation
Allow your marketing and sales teams to work effectively, together. Generate new leads, execute targeted email marketing campaigns and compare advert spending to sales revenue with the Google Ads integration.
Analytics
As your business grows, the more data you need to evaluate and measure. Calculate the performance of sales activities, and set achievable targets with reports, analytics, and forecasts.
Sales Enablement
Generate price quotes, and access sales scripts. Allow your customers, suppliers and partners to view or edit information, and save your team time and effort.
Predictive Sales
Our CRM solution can provide an Artificial Intelligence assistant to help manage your data, take notes, predict the future of a sale, detect anomalies and automate tasks.
Process Management
Ensure your sales team is up to speed with what is happening at each stage in your pipeline and eliminate errors and miscommunication.
Customisation
Every business is unique, and your CRM system should reflect that. Combine various features to design your CRM around your business processes.
Mobile apps
Stay on top of your business and remain informed regardless of where you are. Be better informed, stay connected to clients and colleagues, and react to fast-moving changes at any time of day.
Team Collaboration
Create groups, share sales updates, or leave notes to keep current or even new teammates informed. Share information easily and efficiently as your team works collaboratively whether working from the office or from home.
Security
Keeping your data secure is our top priority. We also understand the requirement to protect customers’ data while allowing your employees the freedom to work. Our CRM solution can meet both these necessary requirements and give you peace of mind.
Omnichannel
Converse in real time with customers and prospects. Receive notifications when a potential lead interacts with your brand, whether that’s browsing your website, reading an email, or talking about your brand on social media.