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There’s a First Time for Everything, Zoho too.

New to Zoho CRM or in need of building better relationships with your clients? Here we discuss the system that allowed us to be the customer-focused company that we are. Zoho is growing up fast, and getting on board now will put you ahead of the game for years to come.

We’ve reached a day and age where building relationships with customers and keeping track of them using spreadsheets, address books, and heaven forbid, paper and pen, is no longer efficient.

The worst way to keep track of your clients: address books & spreadsheets

First time users often expect Zoho CRM to be confusing and a bit difficult to learn. What they quickly come to learn is the exact opposite. Sure, there are features that require practice and maybe even some research to understand, however, a majority of the CRM can be learned pretty quickly. Many of our clients find it easiest to schedule a training session with our Zoho team and get all the answers to their questions there.

No client gets left behind

One of the most eye popping aspects about Zoho CRM is how easy it is to keep track of clients. Zoho allows users to customize their CRM to their specific needs. The system helps you (the user) manage your relationships (with the client) in a quick and organized manner.

The basic understanding of the system runs through like this: The interface is comprised of modules. Each module is used to fill out different information about a prospective client. Some of the fields within these modules can include things like name, company, company location, and theoretically anything else you require your end users to gather. The leads module is used first, to keep track of potential opportunities. If those leads are qualified to move to the next stage, they are converted to potentials, which will then create a corresponding account and contact for the potential. From there you move through the pipeline and close a deal. If the potential closes a deal, they become a customer. This process becomes familiar even after the first time of running through the Zoho CRM system.

In my opinion, the main focus around Zoho CRM runs through the Leads module. That is the true starting point to building solid relationships. This area allows users to keep track of potential customers, if they need to be reached out to, or even if the lead is a junk lead. Zoho allows you to quickly log all the the steps you’ve taken to convert that lead into a customer, from start to finish.  

Users like things simple

Finding the right CRM can be difficult, that’s a given. Most companies look for efficiency, affordability, and ease of use when looking for that perfect CRM. With Zoho, you get it all. Throughout my interactions with the Zoho system (as well as the clients who use it), I’ve learned that users like simple, and Zoho can provide that. Here at Cloudbakers, we personalize and add in custom functions and rules to allow your CRM to work just the way you’d like. Along with that, you (the user) can also quickly go in and adjust your system if need be because it’s quite simple to do so. How? I’ll give you an example:

Let’s say you initially have your Zoho CRM set up to require your sales reps to input a certain amount of information. If at any point you decided that your sales team would be more productive if it weren’t necessary to fill out a couple of those original fields, you (as an administrator) can simply go into the “Setup” section of Zoho, click “Customization”, then “Layouts”, and remove any field you need from the current layout. Hit “Save”, and voila, all done.

With features that allow users to personalize, integrate, and create reports, Zoho can help a business flourish. Learn more about different ways to set up your own CRM and the endless opportunities that arise by doing so.

Call us to discuss Zoho with a CRM expert

Originally published on January 14, 2015

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