Finding the Mr. or Ms. Right is hard. What’s even harder is taking the relationship to a happily-ever-after ending.
Your journey with a CRM solution is no different. You need to find that right solution, deal with the initial hiccups and complications, and even distractions from other vendors. But once you successfully cross these initial barriers, it’s a smooth sail to a new beginning.
So, how do you lay the foundation for a long-term relationship?
Find ‘The One’
With many vendors out there, here are some tips to keep in mind to find the right one.
This is a guest blog post by Adam Metz, the author of Amazon #1 internet-marketing best-seller ‘The Social Customer’, and the VP of Business Development at PandaDoc.
Zoho CRM users have been able to send documents to their contacts for five years. The company even added a real-time editor into their Document Library 3 months ago.
But they’ve never had integrated Document Signature or Document Analytics. Until now.
Let’s say you want to send Emily, one of your leads, a Google Slides presentation or a Microsoft OneDrive document to read or sign. Sure, you could share the document with Emily via email. But once the doc leaves Zoho, it’s tough to tell whether she read every page of it, signed it, or even looked at it.
Most sales professionals want deep visibility into what their customers are thinking. It’s difficult to sell in a competitive situation without this kind of “deal intelligence.”
“Deal Intelligence” on Documents to Leads
Currently, Zoho CRM customers can upload their documents from many different formats. Now you can also send those documents to your Zoho CRM contacts faster and find out:
“We had evolved our CRM from spreadsheets, to Goldmine CRM and finally to ACT CRM, but we knew we needed to move to a native cloud-based CRM”
Three years ago Tonari Inc. knew it was due for a CRM upgrade having used a few different systems including Goldmine and ACT for several years. However, having grown beyond the feature offering of those CRMs, Tonari was left operating without one all together.
“Goldmine and ACT never really were good enough. They had flaws in terms of reliability and of course there was the problem of not having access to our CRM everywhere. About three or four years ago we were in a little bit of a slump and it was time for us to redefine ourselves – we changed a lot of things internally and none of the other CRMs were cutting it so we were left without one. I knew that it was time to implement a CRM that was truly effective for us.”
By now, you’ve probably heard the call that hijacked the Internet last week. If not, let me warn you. It is painful – incredibly painful. And while I do feel awful for the customer, ultimately, the cancellation call from hell breaks my heart for a shocking reason.
Listen to it again, and try not to empathize for the hapless agent and his cringe-inducing commitment to the Comcast way. This poor soul morphed, in eight short minutes and one tweet, from internal hero (revered and rewarded for his ability to continually face-off against tough odds and win) into the saddest character in a modern-day tragedy. Thankfully, like all great tragedies of the stage, we can heed the warnings and reap the rewards of lessons that become apparent.
First, let me frame the scene. On one side of the phone we have Ryan Block, famous tech journalist (founder of gdgt and founding editor of Engadget), and on the other we have a nameless cog in the massive machine of horrible customer service that is commonly known as Comcast. As in all tragedies, ultimately both players become victims of a larger, more devious force. Read more
Jack, an executive, applies for a travel approval through his company’s HR portal. His manager misses the request amongst other important emails. The approval is delayed and Jack is left uncertain about his forthcoming travel.
Now, lets assume Jack’s travel gets approved eventually. He plans his lodging and other expenses for his trip, keeping the existing HR policy in mind. Upon returning, he attempts to have his expenses reimbursed, only to realize the HR policy had been changed well before his departure. This leads to unforeseen confusion.
Approvals, reviews and announcements will be effective only if they’re made at the right time. The situations detailed above are just two of many such instances employees encounter on a regular basis. It could also apply to job completion notifications, leave approvals, timesheet requests, office holidays or any other announcements. Yes, you could always receive alerts and discuss approvals through email. However, too many emails back and forth would result in flooding your inbox.
How can this be solved? It’s simple: Notifications!
Charts have the magical ability to transform abstract numbers into beautiful readable visualizations. Trouble comes when you have to choose the right chart, that could best visualize the data involved. We have come up with a chart-picker guide that will help you to choose the best chart for the occasion. Go ahead and make the right pick!
Pick this chart to compare data classified into discrete groups. Be it your sales in each quarter, or say scores comparison among teams.
Did you know that the Queen of England visited the Iron Throne a few weeks ago (almost sat on it too)? That’s the level of impact the show has made in just four years. Game of Thrones is an epic fantasy series which centers around the battle to capture the Iron Throne, the symbol for ruling over the seven kingdoms of Westeros. It has been universally acclaimed as the best series by fans and entertainment critics alike. Some fans even want the writers to be knighted (including me!).
For those of you who have watched the show, there are some crucial finance lessons you can take away, aside from the numerous plot twists and excitement. And those who haven’t watched it yet, have no idea what they are missing. Here are five finance lessons from our favorite TV show (Season 4 spoiler in the 5th point). Read more