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.”

Read more

5 New Year’s Resolutions for Your Business

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In early 2014, Forrester Research predicted that there would be an increased number of organizations who would adopt a more disciplined approach to customer experience transformation.

In December, Gartner released its 2015 predictions in CRM.  One of the key findings is that the number of organizations that receive 100% CRM functionality from the cloud will increase and that the digital disruption will cause you to win or lose customers. Zoho CRM

Don’t let your CRM initiatives become stagnant. Use it to bring life to your business. Help your sales and marketing teams be successful in 2015 with these New Year’s resolutions: Read more

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.

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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