Customer Story: How Mogl Built a Business and a Charity with Zoho

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Southern California based start-up Mogl gives cash back to consumers for eating out and has seen sales soar since incorporating Zoho products into their business. In addition they donate a portion of every customer transaction to charity.

Watch how Mogl uses Zoho CRM, Creator, and Reports to operate lean while experiencing rapid growth.

5 Pitfalls to Avoid During CRM Implementation

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pitfalls_crmlaura_blogC-levels and managers  are usually the first to understand the value that comes from having a unified customer view. They’ve developed ways to manage customer relationships by using Rolodexes, spreadsheets, or a pen and paper. But, it wasn’t until the late 1980’s when businesses started moving from a physical Rolodex to a more sophisticated “digital Rolodex.”

Enter CRM systems.

Using a Rolodex or a spreadsheet to manage customer relationships often lacked the strategy needed to build long-term relationships. When CRM systems were introduced, they provided businesses with a long-term strategy to proactively engage and manage customer relationships, close more deals and automate recurring tasks.  

One common misinterpretation of a CRM system implementation is that it’s seen as a one-time event and that upon purchasing the software license, all broken sales processes, lost leads and lack of follow through will be repaired. While a CRM system is designed to support your sales process, it will not, by itself, cause your business to grow. This is why you should treat your CRM implementation as a long-term, company-wide strategy and not as a one time event.

While C-levels and managers have the best intentions, CRM strategies often fail in the beginning of implementation. But why?

Here are 5 pitfalls you can avoid while developing your CRM strategy.   Read more

Sales Gamification: 5 Toxic Sales Leaderboard Habits and the Middle 60%

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This is a guest blog by Gal Rimon, the founder and CEO of GamEffective, a next-generation enterprise gamification company focusing on skillful change in organizations.

Many sales advice columns contain one recurring recommendation: a leaderboard. They suggest charting all sales people on a leaderboard and waiting a little for the leaderboard to sink in. They promise that as a result, sales numbers will hit the roof. Is this true?

Top 5 Toxic Sales Leaderboard Habits

Sales people are a competitive bunch, and a good sales contest can certainly motivate them. However, leaderboards are often misused – in sales situations and otherwise – with potentially nasty outcomes. Here are five toxic sales leaderboard habits:

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Building Trust in Your Sales Team: 5 Takeaways from TED and HBR

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Simon Sinek’s inspiring TED Talk about why good leaders make you feel safe got me thinking about the implications when it comes to running a business and a sales team. In his discussion, Sinek points out that the military gives awards to those who give their lives for others. We call them heroes, honor them with ceremonies and reward them with medals for their bravery and selflessness. Of course, these folks deserve to be recognized for their contribution.

Those who serve in the military understand that trust is what binds a team together. They’ve got each others’ backs and without that, they wouldn’t be able to carry out an assignment successfully.

When we talk about teams in business, it’s a different story. Often, those who are most outspoken are recognized and those who self-promote (even at the expense of others) are rewarded. Read more

5 Businesses You Never Thought Would Use a CRM

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Every business, no matter the industry, eventually needs a CRM. As a company that has been in the CRM space for a decade now, we are always pleasantly surprised when customers from across various verticals tell us how our system works for them. It inspires us to create a product that is so flexible and customizable, that it fits everybody’s needs. That’s why we believe in #CRMforAll

Don’t believe us? Here are 5 unique companies that use Zoho CRM:

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Customer Spotlight: Company flourishes with Zoho CRM after Salesforce Disappointment

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“We had more Excel files than we knew what to do with.”

It was September 2014 and national head of auction operations G. Praveen Kumar knew that a change had to be made.

“It was simply becoming too complicated to manage a multitude of shared Excel files for all of our data. I knew we needed a secure, online solution to manage our deals and work flows, but quite honestly I wasn’t sure where to look, or which platform would be the best.

I knew we needed something, and I wanted it in place before the start of fiscal year 2015. I needed something online that we could learn very quickly, where we could store our data and share it across users.  There was a real sense of urgency to get something in place.”

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