Have you found the right contact management tool yet?

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Can you use an ​axe to prune roses, or a hacksaw to chop veggies?
They may get the job done, but is either of them the right tool for the job?
A sales ​automation tool can manage your contacts, but is it the right tool for the job?
Isn’t it an overkill?

ContactManager_Finding the right tool

A​ ​contact management tool might be a better bet. Here’s why:

Across your business, you talk to customers,  vendors, partners, auditors, lawyers, consultants, etc. There are many contacts in your phone and mail account as well.
A contact management tool can keep contacts and conversations indexed at one place. If someone in your team needs this information, they can find all the info in one place and avoid the trouble of scanning through multiple sources.

Contact info and conversation history are only the beginning of all the relevant information that you will need. Important Info like products purchased,  customer transactions, team members, customer feedback, etc are tracked carefully. You can record, edit and maintain all this info seamlessly. In addition to pre-set and obvious info like phone, email, etc, the ability to add custom data would be a boon. For instance, lets say that you wish to have info on your contact’s pets. You can just create a new field and begin collecting info about it. If your client loves dogs and has one, it’ll be nice to ask how Fido is doing. Small things like these go a long way in building great business relationships.

unified-view-contact

What’s the use of having so much info if you can’t use it intelligently? You should be able to categorize and tag the info on specific criteria of your choice. A good contact management tool allows you to organize and label all the info as per the criteria of your choice. Despite having so many features, it goes without saying that an ideal contact management tool must be very simple and easy-to-use.

So if you are looking out for a contact management solution,​ why don’t you try Zoho ContactManager? It might just be the ​right tool for you.

Advanced Analytics Add-on for ManageEngine ServiceDesk Plus

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ManageEngine ServiceDesk Plus (SDP) is the widely popular help desk software loved by IT managers world wide. We are excited to announce the advanced analytics add-on for SDP, powered by Zoho Reports.

Why advanced analytics for SDP?
As IT managers and their teams fight IT fires every day, the effort required to analyze service desk data becomes an additional overhead for them. And IT technicians have to write complex scripts/queries to generate the right reports. Not anymore, because with this integration with Zoho Reports, SDP customers can create fine-grained reports with easy drag-and-drop actions, without writing database queries. The add-on also comes pre-packed with 80+ useful reports and dashboards.

Setting it up
The below slideshow provides step-by-step instructions of how to set up the advanced analytics add-on for SDP.

Read more

Where do You Go from Here? Best Practices for Using a CRM System

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This is the last post in our series looking at the 5 Big Questions of CRM Systems.

 In case you missed the first four posts, make sure you check them out:

1. Who Should Use a CRM System?

2. What is a CRM? 

3. Why You Need a CRM System

4. When Should You Implement a CRM System? 

In this post, I want to give you some best practices for using CRM.

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When Should You Implement CRM into Your Business?

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This is the fourth post in a five part series looking at the 5 Big Questions of CRM Systems.

If you missed the first three posts, you’ll want to check out Who should use a CRM, What is CRM and Why You should use CRM.

This post will discuss when you should implement CRM into your business.

CRM System

As a small business, you probably use an organizational process that has worked well up to this point. Maybe you’ve used Excel to keep track of new purchases and contact information, or maybe you use several different apps for your data.

Whatever your process has been, you’re looking for something more. (or you wouldn’t be reading this!) Read more

12 AND a Half Reasons Why You Might Need a CRM System

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This is the third post in a series looking at the 5 Big Questions of CRM Systems.

In the first post, we answered who should use CRM and in the second post I gave you five ways to start using Zoho CRM immediately. 

Crm System

We recently asked a group of small businesses to identify their biggest challenge regarding sales and marketing.  70% of respondents said engaging, qualifying and following up with leads was their biggest challenge and 61% said prioritizing and tracking activities and follow-ups for their sales team was also a problem.

CRM systems are designed to help your small business solve challenges when it comes to following up with leads and managing your sales team’s priorities. Read more

Branding Matters : White label your Surveys

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Customizing a survey to match your brand can be done in a flash and, participants can recognize your label right away. To get better responses, you can also host the survey on your domain.

Zoho Survey introduces the white label feature to enable you to distribute surveys from your domain.

What is a white label survey?
A white label survey allows only your brand name on your surveys – you won’t find a Zoho Survey logo anywhere on the questionnaire.

Zoho Survey - White Label Survey

Using the white label feature, you will be able to host your surveys on your domain. It requires you to map your domain with Zoho Survey, to distribute surveys carrying your domain name in the web link. Read more