Zoho Customization with BoostedCRM

Is Zoho CRM Customizable Enough? Don’t Buy another CRM Until You Read This.

If you are a business owner you may or may not be familiar with CRM, or customer relationship management. CRM refers to a business strategy that effectively manages customer relationships while noting trends that could maximize profitability. Nowadays, there is CRM software that has been developed to more efficiently manage customer data along with technological trends. While it is possible to practice the CRM model without the use of CRM software, the use of software not only expedites the process but provides businesses with a platform derived from years of experience working with the CRM business model.

CRM software places customers as the focal point and is centered on learning about the customer through collected data and various external sources. This data is collected, stored, and then applied to the platform directly to maximize customer relations. This information is key because it provokes a sense of familiarity with customers and allows businesses to anticipate and address customers’ needs and wants.

However, it is crucial to choose the right CRM for your business. Nowadays, there are several CRM applications on the market and selecting an ideal CRM software can be quite challenging. Something to keep in mind is because the nature of CRM deals with appealing to customers in a specific way, customization is a key element to look for in CRM software.

Customization allows your CRM software to respond directly to the needs of your specific clientele. Without customization, the features of most CRM software are too general and may hinder your company from reaching its full potential. While CRM software without customization may support a business that is just starting out, as the business grows and develops more specific needs, the necessity for customization quickly emerges. Customization is quickly becoming an essential part of CRM because it increases efficiency, optimizes available resources, and decreases the wasting of resources, such as time.

One such CRM application that is known for its wide ride of customizable features is Zoho. Zoho CRM is an operational CRM, meaning that it addresses sales force automation and contact management, marketing automation, and customer service automation. It offers all the elements of a basic CRM while also providing businesses with third-party integration features, the ability to address customer service and helpdesk issues, and provides communication outlets such as live chat, phone, and social media tools. Zoho CRM is also integrated with Google G Suite, for those who rely on Google for their email and calendar. There is also a gamification feature that allows for rewards to be extended to sales employees who meet their goals, which can add a morale boost. Furthermore, many users have reported the Zoho interface is very easy to navigate and has a high functionality. Finally, Zoho CRM is one of the most affordable options on the market for its capabilities.

Zoho CRM is an ideal CRM for customization platform because its initial set up is designed for customization and actually requires customization to function efficiently. In fact, Zoho CRM even has options that allow for multiple page layouts and greater module customization. Its search feature has also been expedited through the use of specialized filters that can search for specific categories such as tasks, notes, emails, and other CRM activities. Elements such as tabs (modules), page layouts, conditional layouts, validation rules, creating and editing fields, and changing views can all be easily customized according to the individual business.

With Zoho Customization The Pieces All Fit Together

Module customization is a key customization element that Zoho CRM offers businesses. Modules are used to categorize and track things such as sales, marketing, customer support, and inventory management. All modules in Zoho offer default fields and layout, but also allow the ability to remove or alter these fields depending on your business needs. Although the default settings of Zoho CRM are intended for sales, the customization option allows you to make changes to modules for different types of businesses, including, but not limited to, businesses in the educational, insurance, or real estate sectors. This allows you to replace sales modules with modules that are instead directly applicable to your intended business. For example, a business in the educational sector may want a module labeled “students” instead of one labeled “leads”.

It is also possible to generate your own modules if the existing modules do not meet the desired requirements even when customized. These user-generated modules integrate with existing core CRM modules and can add fields and modify page layout, use roles and profiles to define access controls, import custom data, back up data, send mass emails to the records, create mass email schedulers, use macros to execute a set of actions, create workflow rules to automate the business process, link custom module records with standard module records, and use auto-responders to send automated replies and follow-up emails.

You are also able to customize the field settings in Zoho. Although custom fields cannot be used in the free edition of Zoho, the other editions allow the field settings to be customized. Zoho allows you to add or edit a field’s properties, mark it as required, make it a unique field, and remove custom fields. When creating custom fields, however, you will need to specify the label, or the name of the field, and its properties.

Another key customization Zoho offers is the ability to customize your page layout. This is important because it will allow you to organize your pages depending on your company’s needs. Custom page layout is especially helpful when working with different departments to accomplish common goals. Page layouts must first be built, then the choice of layout during record creation is determined, and finally, workflow rules are enforced.

Once you’ve determined the page layout, you can also make page-level customizations as well. Page-level customizations allow you to organize related items on a page, customize related lists, and search the layout and list views. By organizing page details, you can change the order of related list views and even decide to show or hide certain lists. You can also customize the search layout to show certain field values in the search results. You can choose up to ten fields to appear in the search results which can include leads by name, email, phone number, lead type, and lead source. This can help expedite the search process by placing all pertinent information within a single search.

The above-mentioned customizations are just a brief preview of what Zoho CRM has to offer your business. There are many more customizations available within Zoho CRM, far too many to name here. This surplus of customization options offered by Zoho CRM sets it apart from the other CRM applications. The level of customization Zoho CRM allows makes it an ideal choice for a business looking to apply customization to their CRM model.

Share this post

Please submit your information so we can setup a time to review your system