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Implementing Process with Zoho CRM

Whether your business is brand new or a seasoned veteran, establishing process is imperative for a successful company. It sounds pretty simple and obvious, but without it, businesses can run into the ground and face closure. To make any business, there absolutely must be process and procedure in place; since there are likely several departments that must work together on a daily and regular basis, having an established practice in place ensures proper project movement. Additionally, once that process has been fine-tuned and established, the relationships between department will prove to be smooth and seamless.

I have worked for companies that use a different software for almost every arm of their business; not only does this murk the productivity of all parties, but it slows down the process of any kind of project. It can be a trudgy process if a person has to log in and out of multiple programs several times a day just to complete a project; it’s time-consuming and also incredibly frustrating. Those feelings stay with a person, so when it comes time to starting a new project, dread will arise and could inspire a lack of motivation to complete the project.

Zoho CRM is a suite of software that houses all the applications that a business needs in order to run the all the processes successfully. By having everything in one place, not only with this streamline time spent, but it will also better deliver inter-departmental collaboration. When everyone is using the same software, platforms, and applications all in the same place, you’ll notice how your business can transform and be a leader in your market.

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In Good Company

You might think that it’s difficult to shift the way your company does business by implementing this software, but keep in mind that so many others have done it and have seen success. From media (Discover Communications, Los Angeles Times) and education (Columbia University, University of Michigan) to retail (Amazon) and entertainment (Netflix), companies large and small are seeing the benefits of implementing their processes with Zoho CRM. They’re allowed to then make more data-driven decisions about their go-to-market strategies and can more easily track their projects and even their sales.

Process Implementation

At the end of the day, we’re creatures of habit. We get up, go to work, come home, go to bed—and then repeat the cycle. In most cases, our days tend to look the same, and if something disrupts this chain of recurring events, we can often feel out of sorts or thrown off. When it comes to business, you might expect your personnel to have similar feelings and attitudes if you told them the process was going to change.

The important thing to remember, however, is that establishing new processes as your business grows and changes and enhances is that your processes in place must also change with those adaptations. It’s crucial to communicate that to your departments so that they know the new processes will only make their lives easier, more efficient, and more streamlined so that they can continue their focus on what they were actually hired to do.

This means that your sales team can spend more time in the field connecting with their clients, and your marketers can invest more research on marketplace trends. These new processes allow your Human Resource recruiters to network more to find the next perfect hire, and your accountants can devote their focus to balancing the revenue to better present growth rate and areas of risk. With all of these teams being able to invest more of their team into their areas of expertise, you can expect higher rates of productivity as well as higher valued end products.

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How Zoho Can Benefit Your Process Implementation

  • Zoho CRM has many ways for you and your company to establish these processes depending on what you need to prioritize. One of the many benefits of Zoho is that they offer consultant help for getting started—they’ll figure out what matters to you and your business, your goals, and how you want to achieve them. From there, your consultant will concoct a blueprint for you and suggest methods of customization within the software that can help you obtain these goals. As with any big project, the steps might change, your vision might shift, or your organization or structure might need some tweaking. Your consultant will work with you to mold your program so that it continues to suit and fulfill your needs as you go.
  • These days, everyone is always on the go, yet we’re still somehow always connected. When it comes to our work, it’s easy to envision how even more efficient we could be if we had access to the same programs at work on our phones. With mobile app implementation, your work processes won’t have to be delayed simply because you’re out of the office or it’s afterhours. This access helps your processes stay on track, allowing other project managers move forward with their parts of the assignment.
  • Lastly, Zoho understands business needs and has done extensive testing in the design of the programs. Their customer service availability is extensive and even proves itself available by means of apps.

Bottom Line

It can be intimidating if you’re considering a CRM software implementation. Whatever processes you may have in place now could probably use some new attention; almost any kind of practice needs some refreshment. With Zoho CRM, the program is designed to streamline your processes, and the company overall is in-tune with how the implementation process is handled. Additionally, Zoho has frequent updates to its system, which should further communicate that they’re reacting to other users’ requests, meaning that by using Zoho as well, you’re keeping up with the rest of the marketplace, which probably includes many of your competitors. The digital age requires us to keep up, and by using Zoho as your CRM software, you can rest assured that your business is, too.

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