Zoho is one of the most popular Customer Relations Management (CRM) systems available today – you’ve heard this before. But perhaps you are still not sure how a CRM solution will really help your business or what the CRM benefits are that have convinced over 80 million people in over 180 countries to use Zoho.
Here are some of the features that make Zoho stand out from other CRM tools that have frustrated you in the past:
Features of Zoho CRM
Customisable for your business
Zoho won’t force you to reinvent the way you do things in your business just to be able to use a software package. Instead, the Zoho CRM can be customised to match your business’s individual needs and financial requirements – whether you are a large multinational or a small startup. The Zoho Enterprise Resource Planning (ERP) system brings more than 55 different applications together in one place, allowing you to choose what you need and use it in a way that works for you.
Quick and hassle-free onboarding
Zoho CRM has been developed with ease of use and hassle-free onboarding in mind and since it is based in the cloud. The ability to customise Zoho to your needs already makes it much easier to slot into your existing processes so you and your team can easily adapt to the change. Using Zoho is simple and intuitive, customisable and able to integrate with many popular workplace apps like Google Workspace (formerly G Suite), meaning that you don’t have to revamp your entire software system to benefit from Zoho’s targeted functionality.
Scalable, Flexible and extensible
Zoho CRM is designed to be flexible enough to fit into any workflow. Customisable dashboards allow you to choose which features are visible so that each team member only sees the ones that are relevant to their job. This not only makes for a less cluttered interface but also prevents confusion by allowing everyone on your team to use the exact tools they need, without getting overwhelmed with options they won’t use.
System offline? Zoho is reliable and safe with almost uninterrupted uptime, making it an ideal cloud-based ERP. Its cloud design also means that you can access Zoho from multiple devices anywhere in the world. It is available whenever and wherever you need to update your Zoho workflow or access critical information.
As all Zoho functionality takes place in the cloud, all your data is backed up in real-time in a firewalled server in your region. In the event of hardware failure or a natural disaster, your data stays secure and easily accessible. Zoho CRM also secures data stored on its servers using the AES-256 encryption protocol which prevents data from being leaked or lost, ensuring total discretion for you and your clients. Managers can also set and monitor different user access levels, thereby controlling sensitive information and task compliance.
No contracts or hidden costs
Cash-flow can be a challenge when scaling up a small business. It can be hard to commit to a long-term contract when you know purchasing inputs for a large order can suck up your cash overnight or if you are unsure exactly how fast your business will expand. Zoho has no hidden costs to surprise you when cash-flow is tight and doesn’t require you to stay locked into a long-term contract. Zoho has a number of pricing options, ensuring financial flexibility for lean startups.
24/5 Customer Support
No matter how simple it is to use, we all need a little help using software at some point. Zoho offers multi-channel support so you can ask for assistance using email, online chat, or by sharing your screen with support staff. You can ask for help where you feel most comfortable and these channels are available 24/5.
The benefits of Zoho CRM
If you are wondering whether your business needs a CRM system, ask yourself one question: Does my business need customers? CRM tools help businesses better manage interactions with customers and potential customers. The best CRM systems improve customer relationship management by creating a 360° view of their interactions with the business, and flagging the data needed for productive and effective interactions in the long term. This boosts your sales process and performance and can help to keep your customers happy and coming back. Here are more benefits for your business when using Zoho CRM:
Simple and Easy to Use
Zoho CRM is very user-friendly. It is simple and intuitive, customisable and able to integrate with many popular workplace apps like Google Workspace, meaning that you don’t have to revamp your entire software system in order to benefit from Zoho’s targeted functionality. You don’t need to be a computer whizz or a pro at handling admin to use Zoho. It was designed to make things easier, exactly because most of us are neither of those things. Zoho means fewer forms to fill in, fewer macros and pivots in Excel to figure out, fewer emails to send, and fewer notes to remind you to send them.
Pain-Free Migration from Spreadsheets and Other CRMs
Perhaps you realise that your current CRM system is not the right fit for your business but moving to a new system just seems too daunting. You won’t need to sacrifice extra work or time to implement Zoho – it was designed for pain-free migration from spreadsheets or other CRMs. Zoho has developed a data migration wizard that ensures that you can accurately migrate your data from another CRM to Zoho – no need to move everything manually or worry that something can get lost along the way. Zoho CRM provides a custom-made setup to migrate from any well-known or obscure CRM system you may have used until now.
Automation of Tasks to Save Time and Costs
Zoho’s emphasis on automation and streamlining of data and processes means an end to multiple-user spreadsheets and repetitive tasks, which saves time, cuts down on human error and frees up your salespeople to do what they do best. With Zoho you can automate routine sales, marketing, and support functions that would otherwise eat up valuable hours from entrepreneurs and their teams.
Zoho CRM has been developed with today’s online work environment in mind, making remote work intuitive and easy. Zoho CRM integrates with a wide range of popular web meeting and conferencing applications including TeamViewer, Zoom Meeting, Cisco WebEx, Zoho Meeting, and more to allow your sales team to have real-time visual conversations with prospective clients. You can invite clients to join online presentations, webinars, or meetings, and replicate the experience of delivering a one-on-one proposal.
Integration with Third-Party Applications
If you think Zoho can benefit your business but you simply can’t ditch some of the applications you are already using or have to use certain applications designed for your specific industry, don’t worry, The Zoho CRM is designed to ensure that it can easily integrate with other third-party applications. Zoho CRM has an open API – which simply means that Zoho can securely access and work with your company data in other applications or cloud systems your business is already using.
Reports, Insights and Analytics
The more your business grows, the more you need to know. Measure the performance of every sales activity, and break quotas down into achievable targets with Zoho CRM’s reports, analytics, and forecasts. Real-time reporting gives insight into a variety of metrics such as sales trends, marketing campaigns, activity reports, and team performance. Within Zoho CRM you can create personalised dashboards, analyse trends, and stay on top of your KPIs and targets.
Conversational AI to Power your Sales Team
We know – your sales team is closing deals and rushing to meetings. They don’t even have time to type. That’s why Zoho created Zia, the conversational assistant built into Zoho CRM. You can ask Zia a question and she will read out the answer or display it. Zia can learn to use your team’s unique sales lingo and terminology and can take notes, create reminders, or update records.
Transparent and Affordable Pricing
Capital is a very precious resource for any growing business and prioritising how much to invest and what part of your business can be daunting. From business chat to online invoicing to accounting software, Zoho tools will help you organise your processes and streamline your workflows, so you can take your startup to the next level without having to empty your budget. Zoho has a number of pricing options, ensuring financial flexibility for lean startups.
Zoho CRM can help your business to streamline processes, build customer relationships, increase sales, improve customer service, and ultimately increase profitability. Outsourced CFO can help any business – whether big or small – to implement Zoho in the way that best suits its needs to get the most benefit from using a CRM. Reach out to us to find out more about how we can use and integrate Zoho CRM software to help you grow your business.