Entrepreneurs don’t sit in offices. They’re out in the field winning new clients. They’re on the factory floor checking samples. They’re on the road visiting branches. In fact, entrepreneurs hardly ever sit at all.
But while the hours may not get shorter, stepping back from day-to-day involvement in every facet of operations is a critical step for entrepreneurs who want to scale their businesses. The good news is that technology now means that entrepreneurs can use CRM systems to automate and streamline their business and sales processes and free themselves from repetitive tasks. One of the best CRM systems available today is Zoho, an intelligent CRM that’s easy to implement and customise from the get-go.
What is CRM?
CRM, or customer relationship management, describes software that enables businesses to manage and coordinate every interaction they have with current or potential customers. CRM system examples include marketing, sales, customer service, and support.
A visit to a company website, a meeting with a potential client, an email to confirm an order, or a customer complaint all represent one of the many touchpoints a business has with its customers. The best CRM systems help you to organise, automate, and track these interactions to grow customer relationships, generate leads, and make your life easier. CRM solutions can help you to replace the stacks of spreadsheets, databases, and apps you might have used previously to stay on top of your client database. It gives you the necessary tools to drastically improve your relationships with clients, while freeing up time for your sales team to win more new business.
Eight reasons to choose Zoho CRM
ZOHO CRM software can assist you to automate and streamline your in-house business and sales processes to build great customer relationships, increase sales, improve customer service, and – crucially – increase profitability. The Zoho ERP system brings more than 30 different applications together in one place. Your CRM can now be linked to your marketing and social media campaigns, which can then speak to your inventory management system, which then speaks to your accounts to ultimately streamline your entire business. Here are eight reasons why this CRM package is right for your growing business.
2. Mobile Accessibility
Zoho CRM has a mobile app compatible with both Android and iOS devices. Busy business owners or team members out on the road don’t need to login in at HQ at the end of the day to update it. This doesn’t just make it easier to update progress on tasks or next steps in business processes by accessing the Zoho Workflow, it also means teams can access essential and helpful information such as appointments, schedules, and tasks straight from their smartphone. The best CRM software, therefore, is not just about data entry. It makes life easier and gives teams added advantage when serving clients or converting leads.
3. Easy to use
4. Automation of Tasks to Save Time and Costs
5. It’s very affordable
7. Integration with Third-Party Applications
8. Secure and reliable
With Zoho CRM, you won’t have to stress about safeguarding your company or clients’ critical and sensitive data. Zoho CRM comes with advanced security features such as encryption, audit logs, IP restrictions, and two-factor authentication. By providing access exclusively to users you have authorised, you can control who gets to log on while ensuring ease of use, all the in the knowledge that your transactions are safe as houses.
Zoho is compliant with the General Data Protection Regulation (GDPR), put in effect in Europe in 2018. As a GDPR compliant CRM, you can rest assured that Zoho meets the most stringent global regulatory requirements around processing customer data. It also meets the voluntary American SOC 2 compliance standards for storing client information in the cloud.
Technology is broadening the limits of what entrepreneurs can achieve by diminishing barriers like time constraints and individual capacity that used to slow them down when scaling their businesses. More and more entrepreneurs are beginning to realise that agile CRM systems mean that they don’t need to create a process or build a system from scratch for every aspect of their business. With Zoho, they don’t need to do it all themselves anymore.
Zoho is Outsourced CFO’s preferred CRM partner and our team can help any business – whether big or small – to identify the Zoho applications that are right for them. We then customise the implementation of these applications to match the specific needs of the business. Outsourced CFO can help ensure that you get the most value out of your Zoho CRM from day one, making the implementation of an already easy-to-use system completely seamless.