Zoho CRM

Doing a task more than twice? Then, Automate it.

| By Sharanya R
1

“Anything that you do more than twice has to be automated.”
-Adam Stone, CEO, D-Tools

Our daily work pattern will have certain activities that we repeat on and off. And when I say ‘on and off’, it means several times that span the entire workday. Take this typical cold calling scenario, for example:

  • You, as a sales rep, have a list of leads that you call on a daily basis.
  • Now, every time a lead accepts your proposal, you send a ‘Thank you’ email to the person.
  • You also update the ‘Status’ field in the lead’s details page to ‘Contacted’.
  • And finally, create a follow-up task – To call this person after 10 days. The task reminder will let you know about this on the 10th day after the first call.

    • …


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CRM Usage Trims Repetitive Tasks from Minutes to Seconds

| By David Spark
0

Since Mark Alvarez, President of La Tortilla Oven, started using Zoho all of his contacts are inline and he can actually trace all conversations instantly. In the past, Alvarez admitted he would spend minutes digging up emails just to track past conversations.

What he also loves about Zoho is the integration of all the other modules. For example all his products are integrated with customer preferences and orders. Something that would usually take five minutes to do is now taking no more than 15 seconds.

All this efficiency through an integrated CRM system has resulted in a 40 percent increase in productivity, said Alvarez who attended the Zoho user conference, Zoholics, eagerly looking forward to what’s coming next from Zoho.…


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CRM Centralizes Data So Everyone Can Better Service Customers

| By David Spark
0

What most companies want out of their CRM is customization to generate reports, said Crisantos Hajibrahim of VIWO, a reseller of Google Apps and integrator of popular Zoho apps such as Zoho CRM and invoicing.

Generating reports is the most important aspect of CRM, said Hajibrahim who echoed Gene Marks’ top point in his keynote at the Zoho User Conference, Zoholics, in Burlingame, California.

To generate those reports, you need data. And it’s not just any data, it’s data that’s lined up for your needs. To get that data in such a format, you need a process and that often requires a fix to current processes and business methodologies. Hajibrahim said you need to ask yourself the question, “What is going wrong that needs to be fixed to generate the reports.”

Getting to that point requires a CRM Czar, said Hajibrahim.…


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What Can You Do Now That You’re Using Zoho CRM?

| By David Spark
0

Zoho hasn’t been around forever. It’s been available only for a few years. So if you talk to a Zoho user they vividly remember what life was like before Zoho. Now that they’ve become a Zoho CRM user their life and business has changed dramatically. At the Zoho user conference, Zoholics, I asked the attendees, “What can you do now that you’re using Zoho CRM?” Here are their answers.

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ClickDesk integrates with Zoho CRM

| By Sharanya R
2

ClickDesk is a cloud based service that lets you communicate with website visitors directly from your instant messengers.

This is a guest post by Jagan Ganti, Product Specialist at ClickDesk.

With tight competition in most businesses these days, it is the level of customer support provided that determines their success. Also, the customer support agents should have all the basic information about the person in chat handy.

With ClickDesk, your visitors can chat from the website, while operators can respond conveniently from Google Talk or Skype. With the integrated browser phone (Flash – VoIP), visitors can also call you in any of the 3 ways – PC, Skype or by using local access numbers provided in 40 countries.

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Build better Customer Relationships. Facebook Integration is here!

| By Sharanya R
13

Check out some of these statistics about Facebook.

  1. If Facebook were a country, it would be the world’s third largest.
  2. An average user has 130 friends.
  3. 67% of B2C and 41% of B2B companies that use Facebook for marketing have acquired a customer through this channel.

This makes me wonder: How would it be if a sales rep could use the power of people on Facebook? Imagine how much you’d benefit if your CRM account is integrated with Facebook?

Zoho CRM now offers an integration with Facebook, thus bringing your customers’ Facebook profiles inside your CRM account itself.

So, how does this help to build better customer relationships? Here are a few ways:

Instant information about your prospect:
You have a lead with you.

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CRM Step 1: Automate Sales. CRM Step 2: Automate Sales.

| By David Spark
0

Adam Stone, CEO of D-Tools, is a self-admitted automation super geek. “Anything you have to do more than twice has to be automated,” said Stone. “I would rather have [my employees] honestly going skiing than do any automated repetitive task.”

At D-Tools, Stone’s entire sales process is automated. I want my sales people to focus on customers. I don’t want them to worry about who to call next or what their pipeline is. That should all be automatic. And that’s the situation D-Tools has now.

“We always know what to sell to who and when,” said Stone.

“When people tell me they don’t use CRM or don’t understand CRM. I almost can’t go on with the conversation anymore because you’re not even at that same level where you think there’s value in that,” Stone said.…


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