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.
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: