ZOHO CRM

Build everlasting customer relationships with the world’s favorite CRM

Get to know ZOHO CRM

You have so much to do. You need to do it all and then more!

It is a fascinating time in the business world.  From the family-owned bakery down the street to the flashy unicorn startup, small businesses dominate.  As a small business, your priority is customers.  Managing information about your leads and contacts used to be easy.  As you grow more, generate more leads, close more deals, and build more relationships, spreadsheets, sticky notes, and word documents just aren’t cut out for the task.  Zoho CRM empowers a global network of over 150,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue.

Watch the video to learn more!

What is CRM?

Customer Relationship Management (CRM) is an approach that helps businesses improve existing customer relationships and acquire new customers faster.  Here’s a complete CRM overview for you to get started easily and understand the benefits it can bring to your business.

The meaning of CRM has changed a lot over the years.  CRM is a term that was initially defined and designed to improve customer service.  Today, though, it relates to an entire business strategy.  CRM software acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform.  We’ve put together a short explanation video of what CRM really means and what it can do for your business.  Check it out.

Watch the video to learn more!

Why Businesses Choose a CRM

CRM is the largest software market in the world, and has increasingly proven to be the best technological asset that companies can invest in.  With the prominence that the cloud CRM software market has been gaining over the years, and the ease with which CRMs can integrate with other applications that businesses generally use, CRM systems help implementors cover every aspect of their business cycle with an increase in sales & marketing returns, all while helping them cut down on their costs.

A CRM essentially has eight building blocks.

Benefits of using a CRM

Customer Relationship Management (CRM) is an approach that helps businesses improve existing customer relationships and acquire new customers faster.  Here’s a complete CRM overview for you to get started easily and understand the benefits it can bring to your business.

The meaning of CRM has changed a lot over the years.  CRM is a term that was initially defined and designed to improve customer service.  Today, though, it relates to an entire business strategy.  CRM software acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform.  We’ve put together a short explanation video of what CRM really means and what it can do for your business.  Check it out.

Key features of a CRM system

If getting quality leads is one thing, tracking and managing them to deal closure is another.  CRM offers you everything that you need to know about your leads to convert them into happy, paying customers.  With lead scoring and automated lead assignment, you can assign leads based on a variety of parameters and know which leads have the highest chance of moving down the pipeline.

Contact management features in CRM help you organize your business contacts in one place.  You’ll know when and why you contacted a customer the last time, the best time to reach them, mentions from social media interactions, and analytics to reach customers through email and other forms of communication.

A deal once lost is lost forever.  The deal management features in CRM gives you the complete picture of your current and future deals, and lets you know what went wrong with your past unsuccessful ones.  CRM allows you to segment deals based on their current stage in the pipeline and can tell you the probability of winning any deal.

Email management is a core function to any business and an online CRM solution lets you take complete control of it.  Any email client that you use can be integrated with your customer relationship management tool, which means you save time switching between tabs to get work done.  Email management system inside a CRM lets you prioritize emails, analyze the response to every email, and ensures you have thorough follow-ups with your receivers.

As a CRM implementor for your business, you want your sales team to spend more time selling and less time doing other administrative work.  Here’s where automating your sales process will help.  Sales automation will help you replace your current mundane tasks with intelligent workflows and macros.  Leads will also flow through your pipeline more easily with automatic assignment of leads to the right sales reps.

An analytics-driven business culture can go a long way in transforming your organisation’s decision-making style from “gut feeling” to “data-driven.”  CRM system offers businesses the necessary intelligence to process data from various sources and churn out valuable insights to guide them with data.  From basic charts to advanced analytics insights, such as spotting anomalies in your business, an inbuilt analytics engine inside CRM can help enterprises gain a crucial competitive advantage.

Often companies find themselves wasting their marketing budget due to poor planning and the failure to identify the real target audience for their brand.  A disconnect between sales and marketing teams can hamper these efforts.  With a Marketing CRM with built-in marketing automation and campaign management features, you can generate new leads, execute targeted email marketing campaigns, compare ad spending to sales revenue, and ultimately get the maximum ROI on your marketing spend.

There is never a one-size-fits-all approach when it comes to implementing a CRM platform for your business.  If there is any business software solution on the market that can be truly customized to the way your business works, it has to be a CRM system.  You can customize your CRM with custom functions, buttons, modules, fields, and layouts, or even build a CRM entirely from scratch with offerings unique to your business vertical.

How We can help!

Smart Business Solutions is a registered ZOHO Partner in South Africa.  We can help you design, implement and manage your CRM requirements for your new startup or existing business.  We are able to provide cloud based CRM solutions on ZOHO, Microsoft and other SAAS technology providers or alternatively, if required, custom design a CRM platform on your website backend. 

If you are interested in learning more about ZOHO CRM, or how a CRM platform can benefit your business, then please complete the ZOHO CRM Enquiry form for a FREE 30 minute consultation.