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

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

Customer Spotlight: How JusCollege Increased Their Sales from $1 Million to $20 Million in Only 2 Years

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JusCollege_LVGEA_Article FINAL_

“Each of our sales was averaging between $10,000-$200,000 and we badly needed a CRM to help manage these large groups!”

It was mid-2012, and JusCollege, a startup hospitality company focused on booking vacations for large groups of college students was just beginning to get traction.

As co-founder Allan Teruel recalls, it was an internal incident which prompted the search for a CRM solution.

“We were using Google Docs for sales tracking and one day we accidentally deleted a very key Google doc that had important customer information – this was because Google Docs was not really meant to be used as a sales tool. At that point I decided we need to make an investment into some kind of a software to manage our sales pipeline and began what turned out to be a very brief search before I found Zoho.”

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Feeds – The New Way To Collaborate in Zoho CRM

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Stay in the loop of what’s going on in your business through Feeds, the real-time social collaboration tool for Zoho CRM.  We’ve taken the difficulty out of trying to stay on top of big deals and seamlessly organized them into one feed in your CRM

Now, instead of having to go through individual records for each member of your sales team, you can automatically follow big deals that are entered into Zoho CRM. You can set up auto-follow rules so you get notified of big deals and other important activities in your feed. There’s no need to hit a sync button or refresh the page since your feed is updated automatically.

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