This is the 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.
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
This is the 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 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.
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
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.
CRM 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
“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.”
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.
Last week we announced our biggest release ever, which included Zoho CRM Plus, Zoho Sales IQ and Zoho Social. This week, we’ve some more new and interesting features that will help you make your company into a customer-focused organization.Close the loop between Ad Dollars and Offline Conversions
The famous lines by John Wanamaker “Half the money I spend on advertising is wasted; the trouble is I don’t know which half” is now passé. Zoho CRM for Google AdWords bridges the gap between the online ad campaigns and lead generation process. It pulls the impressions, clicks, cost, etc., data into CRM, and exports the offline conversion data from CRM to AdWords. So you can now measure a customer’s journey from the ad click to the conversion. This complete cycle – from click to deal – also provides you with the ROI of each ad campaign, giving you a clear picture of the campaigns that are profitable and the ones which are not.
“I was bored out of my mind. I didn’t know what to do.”
It was 2010 and Peter Bowen had just retired from owning and operating an advertising agency in Toronto. However, retirement did not prove to be all he had hoped for.
“I thought I was going to retire but I got bored and I didn’t know what to do with myself. So I thought that this would be a great opportunity to do something I enjoy doing, have some fun, and keep myself occupied.”
Peter decided to start his company, First One On, and knew from prior experience that he needed a CRM to keep his sales pipeline organized. Having recently used Sugar CRM at his previous company, he thought this would suffice, however he was soon disappointed and left searching for a new CRM solution – until he found Zoho.