Using customer relationship management software is beneficial for any business. It’s a one-stop-shop where you can integrate everything. This kind of technology allows companies to learn from potential customers. Not only that but they get to interact with existing customers. Every company faces the same challenge. This challenge is to get their customers to remain loyal to their products and services. It’s that easy. All you have to do is improve the customer-company relationship. It leads to an increase in sales, enhances services, and increases profit. This software will assist in many ways. It helps centralize, optimize, and streamline such communication.
Right now, you have to choose the right software. This way, you will have a better grasp of your customers’ profile. By knowing this, it will lead to higher customer retention. Once you know your customers are, the better it is for you to expect their needs. As a result, faster and efficient communication will take place. Aside from that, this CRM software has better protection when it comes to data privacy.
What Exactly is a CRM?
CRM, better known as Customer Relationship Management, is a kind of system. In this system, you can keep important information. This includes updating contact details, tracking customer interaction, and managing customer accounts. Designing CRM systems have two things on its mind. It is to improve relationships with the customers and gain customer retention.
Why Use Zoho CRM as a Sales Tool?
As you know, customers are the most important pillar of any company. Without a steady source of these customers, any company will fall. Companies have great products or services. Sticking to one plan won’t work. A company will need to rethink its strategies to bring in more customers. This crucial responsibility falls on Marketing and Sales. Any relationship acts as a bridge between a customer and your company’s offerings.
There are many reasons why companies have a change of heart. They are turning to the use of customer relationship management software. One of the main reasons is to improve the quality of their relationships with customers. Once the relationship becomes the main focus, it leads to more stable relationships. If everyone focuses on it, there will be higher customer satisfaction. Doing this will build your database with loyal customers.
If all this interests you, the most ideal CRM software for you and your company would be Zoho CRM. Think it’s the right sales tool for you? Please continue reading and check out its benefits.
Which Terms Should I Be Familiar With?
How Do I Get Started?
By clicking the + button, you can create new records of a new possible lead. You can fill out basic information in fields like First Name, Phone, Company, Email, and many more. You will need to fill out the ones marked in red. They are mandatory. Save these details and it will come out looking like a business card. You will be able to view important information about the lead here. If you wish to view the complete details about this particular lead, you can click on Show Details.
Found on the left sidebar, you can view Info such as Timeline and Data Privacy. The Timeline feature is useful. When you click on it, you can view the History of every recorded activity in the particular record. You can enable Data Privacy if you switch on the compliance settings. You can find more information about the record can under Related List. Here, you will find Notes, Attachments, Products, Open Activities, Closed Activities, Invited Events, Emails, Campaigns, Social, Visits – SalesIQ, and Zoho Survey.
Other actions can be found in the top right corner. This includes Send Email, Convert, and Edit. You can locate other actions by clicking on the three dots. The drop-down list includes Clone, Share, Delete, Print Preview, Find and Merge Duplicates, Mail Merge, Meet Now!, Schedule Online Meeting, Run Macro, Customize Business Card, Organize Lead Details, Add Related List, and Create Button. Also, the left and right arrow buttons help you to navigate from one record to another.
Other Useful Features
Clicking on the bell is Notifications. You will find 2 tabs and these are SalesSignals and Feeds. Under SalesSignals, you can find customers and their interaction with your brand. This can happen across a variety of online platforms. This can include calls, campaigns, emails, and surveys.
This could be a possible scenario that you may encounter. You have scheduled a demo for someone sometime next week. This particular lead might start somewhere simple. That person will visit your website to view information about your company. A notification from SalesSignal will inform you of this. Data that will be useful to you is the amount of time that person is spending on what s/he is looking at. You can even gain access to the web pages that person has spent time on. Remember that scheduled demo? Now, you can integrate bits of this useful information. It will help prepare you and increase your chances of converting that lead into a sale or deal.
After going through the basics, Zoho CRM is easy to understand and navigate through. Once users get the feel of it, it’s intuitive to use with its smooth interface. It’s simple enough for any beginner given a short amount of time. For training, it doesn’t take too long before someone becomes familiar. Any user will enjoy using the functional Zoho CRM because of its high-end features. Bonus points go to its customization options. Users can customize settings so that they too are comfortable using the software. Not only that but they have the option to choose which features they need.
Zoho CRM is a sales tool that is ideal for small teams especially startups. It’s not intimidating to use like other existing sales tools. No wonder it’s been the market leader for the past decade. You can connect with your customers anywhere and anytime. Also, you can save more time with its automation features through real-time insights. You can expect increased numbers in sales, high customer retention, and faster growth. Everyone can enjoy using Zoho CRM. Users can be anywhere from startups to large enterprises. If you’re talking about budget, this particular sales tool is affordable. It will cater to serious business people who are always on the move yet stick to a budget.
In your opinion, what do you think of Zoho CRM? Or if you’re a first-time user, would you consider using it? Please share your experiences with us about the sales tool.
Congratulations on reaching the end!
Check out our podcast Impact Talks, where you can listen to high-profile experts from various backgrounds!
Join our Facebook Group Community with over 4,700 entrepreneurs, innovators, and creators by Startup Funding Event, where you get access to free live training, daily Q&As, design templates to get your business started, and support from the SFE team. Join here!