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

What is CRM?

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This is the second post in a five part series answering the who, what, when, where and why of CRM Systems.

In the first post, we discussed who should use a CRM system. In this post we’ll define CRM.

Crm System

CRM refers to the system a company uses to analyze customer interactions and measure data throughout the customer lifecycle. The goal of CRM is to improve business relationships with customers through retention and acquisition.

C- Customer

R- Relationship

M- Management

Think of it as a tool you need to manage business relationships, practices and strategies. It goes beyond managing your business contacts by also managing relationships with vendors, and internal sales and marketing teams. Read more

Who Should Use a CRM System?- 5 Big Questions about CRM Systems

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This is the first post in a five part series answering the who, what, when, where and why of CRM Systems.

First we want to look at who should use a CRM system. Don’t worry if you aren’t exactly sure what a CRM system is. I will define that in the next post. Let’s first decide if you should use one.

Zoho CRMCRM systems are designed to help your small business solve challenges when it comes to managing your sales and marketing initiatives.

In a recent survey we conducted, CRM users ranked the ways a CRM has helped their business. 67 percent said using a CRM system helped them follow up on opportunities and leads and 56 percent said it helped customer relationships because the interactions were accessible in one place.

Here are three questions to help determine if you’re ready for a CRM system: Read more