Eight reasons why ZOHO is the best CRM for business

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. 

zoho business crm

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.

1. Cloud-based

Zoho CRM makes great use of artificial intelligence and automation, and its business intelligence features make it ideal for scattered or remote teams. It uses a completely cloud-based system that is quick and easy to deploy. It is the perfect solution for business owners or teams who work remotely or are constantly on the move, since it can be accessed from multiple devices, anywhere in the world. Thanks to cloud technology, fully remote teams or those serving customers out in the field can also use CRM tools to improve efficiency – the benefits are not limited to automating or managing admin tasks in the office.

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

Many workflow management tools end up either despised or ignored by teams who find them cumbersome and difficult to use. Zoho was designed based on the belief that the best CRM is made to be used less and free up time by automating workflows, processes, campaigns, or customer journeys. And unlike other CRM platforms and solutions, Zoho CRM is highly user-friendly. You don’t need an IT degree to use it, customise it and monitor it. It gives you real-time access to monitor your sales cycle, contact history, competitor profile and much more to target the right customers during your business process.

4. Automation of Tasks to Save Time and Costs

A survey reported by The Economic Times revealed that 40% of employees spend more than 1 hour each day on repetitive admin tasks. Automation is the answer. By automating mindless tasks, your employees can focus on generating leads and securing conversions. Zoho CRM enables you to trigger instant actions and add automation saving you hours of time and freeing up your talent.

5. It’s very affordable

Zoho CRM has a free version with limited capabilities, but its full-featured Enterprise version is easily affordable for any business. With the added man-hours saved through automation, it will pay for itself in no time. Furthermore, Zoho not only helps to save time and improve efficiency but has a strong emphasis on increasing leads and accelerating sales. The Zoho One suite brings together over 40 different applications to manage every aspect of the customer journey or track marketing engagement to determine the ROI of your marketing efforts to help generate more revenue.

6. Customisable

One size does not fit all. That’s why Zoho is highly customisable so you don’t have to adjust your business processes to match steps or fields that are predetermined by your CRM software package. You can control data views and updates by user or group, add and remove modules, design each list and add as many fields as you like. A customisable platform that allows users to personalise all forms, views and fields means every business can use Zoho to create a CRM solution that matches their unique needs and pain points.

7. Integration with Third-Party Applications

A future-proof CRM system uses technology that gives you easy access to the data that it manages and generates. The Zoho CRM API is open – which simply means that Zoho can securely access and work with your company data in other applications or cloud systems that you are already using or may want to add in the future. Zoho CRM integration also makes it easy to use with other industry-specific tools that meet your needs.

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.

Reach out to us to find out more about how we can use and integrate Zoho CRM software to help you grow your business.

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