When you’re in the market for a customer management software, it might be overwhelming when it comes to thinking about what to look for and where to start. There are tremendous options available – your company size, your industry, and your mission all contribute to the type of services you require for your teams.
Keeping processes and procedures organized is a definite requirement of your CRM, but what else does your business need to stay relevant, informed, and susceptible to growth? How will you ensure that your teams are educated in the latest updates both internally and externally?
Recently, Business News Daily just crowned Zoho CRM as the best CRM software for small businesses. The report released the reasons in which they selected this particular model and why it makes the most sense for small businesses.
Once you’ve decided to team up with Zoho CRM as your management software for your small business, you’ll likely wonder where to start in terms of implementing customized strategies and taking advantage of all the available capabilities. Also recently, Finances Online performed an in-depth review of the system and provided a detailed overview of the most popular benefits that Zoho CRM has to offer.
If you’re just getting started with Zoho CRM, here are some of the most popular and beneficial features of the software so you’ll have a thorough idea of how to start.
Automate sales operations
In today’s world, our sales structure has changed quite dramatically to conform to the digital way of operating sales. Cold-calling and door-to-door is no longer a viable model of completing sales, and as we continue to transition to almost strictly digital, our software platform must mirror this behavior. Since information is now at our fingertips and acquirable in an instant, we must be able to take advantage of this access when it comes to gaining leads and following them through the sales funnel.
Zoho CRM can help capture those leads, automate processes that follow trends and communications, and convert those leads into sales. You want your sales team to be in the field connecting with those leads as well as current clients for retention, and Zoho CRM can simultaneously help with lead generation from the back-end. This automation can also help educate the sales team in trends, reports, performance metrics, understand their forecasts, and create customized and personalized dashboards for their knowledge while on-the-go.
Immediate data access
Again, in today’s world, it’s no secret that all kinds of data are at our fingertips, especially with our constant connections and devices. Zoho CRM grants you access to immediate and real-time data so that when you’re on-the-go, you won’t have to wait until you’re back in the office or rely on a colleague to transfer the information to you. While on sales calls, you can simultaneously generate reports and trending data to better understand the state of your business and to communicate it externally.
Social media capabilities
There was a time in which social media was purely for college kids and those looking to connect with peers. As more and more social media platforms were introduced into the market and were expanded to the general public, it was everywhere. Then soon, the business world caught on to the effectiveness of this outreach and awareness strategy, and before we knew it, social media became a viable form of business. From e-commerce to awareness to customer engagement, social media has changed the business model almost completely. Zoho CRM offers a link to your specific social media presences so that you can coordinate all of your marketing efforts into one, aligning your tactics with the results so you can delineate what’s working and what needs adjusting. Additionally, social is the best place to listen to your audience and gain immediate access to their feedback, suggestions, and praise.
Dedicated mobile edition
Again, we’re all on the go these days, conducting our lives personally and professionally on our devices – specifically, our smartphones. Zoho CRM created a mobile edition for Android and iOS so that you can keep up with the latest, conduct your regular communication, and update your records or leads without missing a beat or an opportunity.
Google Apps and Zoho suite
Lastly, one of the most popular and used integrations within the Zoho CRM catalog is Google Apps. So many companies are migrating to Google Suite to operate their business for email, document storage and organization, and calendars. Since Zoho CRM offers this integration within its program, your business will easily be able to continue operating with this communication system without reconfiguring the entire internal communication strategy.
It’s likely upon getting started with Zoho CRM, you won’t know what you’ll need until you start to develop the system within your company. One of the greatest benefits that wasn’t listed in this list is the opportunity to have a consultant team up with your company to help you establish what your unique and customized Zoho CRM will look like based on your current needs, your growth goals, and your future plans for the company.
This consultant will not only help you understand what those needs are, but he or she will also help you with the integration process, the transition, as well as troubleshooting once the system has been launched. You’ll likely have questions or concerns along the way, and your team members will surely have questions as they transition into the new system. More than anything, however, Zoho CRM is known for being user-friendly and intuitive, so should you encounter any issues along the way, the speed bumps will be smoothed out quickly and efficiently so you can get back to work without missing any opportunities.
You may find that these features may not deliver the tactics that you’re seeking depending on your company’s goals, but you’re sure to find tools and systems that are right for you. The best part of Zoho CRM: it’s completely customizable so you can tailor the software to fit your company’s needs and goals exactly.
