Your business may be small in size, but that doesn’t mean that you don’t want your client base to reach far and wide. Especially if your business is web based! Maybe your client in Los Angeles is having difficulty with software you sold them, but you are located in Philadelphia. Maybe you have a remote team of staff members and one employee who lives in Austin needs help from your IT person, who happens to live on Long Island. Or maybe all of your employees live in one are, but to save on overhead, everyone works from home. Enter in, Zoho Assist, a remote support software that allows you to support clients and employees with their technical issues from afar.
The Zoho suite of products is notoriously user friendly- that is why millions of users around the world choose to use it. So why, pray tell, would you need training on how to use their programs? So, it is true that Zoho is user friendly, but beyond it being easy to use, it is a suite of powerful and customizable programs and training can help you get the most out of them.
It takes a lot to choose which software you want to use, buy, and set up, and often training gets left to the wayside. We see it all the time, once clients learn the basic function of a program, that’s it… training over. What that often does is leave 80% o the software not being utilized. Even the most “tech savvy” employee can benefit from learning about tips and tricks of new software, no matter how user friendly it is. So as the owner of a business, why should you pay for extra training?
In a previous blog post I spoke about setting up a workflow in Zoho CRM. Any time you can automate a process, I say you should go for it. Automating your work can make for a more efficient work day. You want to work smart, and using workflows allows you to do that. Now once you have some basic tasks automated for you, you can up your game by using these advanced techniques to further your automation skills.
The Zoho One business suite has many products that seem to serve the same purpose. We often get many questions about this, but none more than the difference between Zoho Springs and Zoho Projects. This makes sense! Both of these programs are project management programs where you can work collaboratively with your team to complete a shared goal. Although the goals of these programs there are some distinct differences between them. Today I’m going to review the differences between these two programs, so you can choose the one that is best for your business.
At The Marks Group, we sell and implement five Customer Relationship Management (CRM) applications and currently serve more than 600 companies who use these applications to increase their sales, improve customer service and grow their profitability. A good CRM system, when implemented properly, will ensure that important tasks are never falling through the cracks, critical information is being shared by everyone in your organization wherever they are and the value of your company is increasing.
Zoho One has positioned itself to be one of the most used suite of products for all of your small business needs. CRM, book keeping, marketing, web development, and beyond, if you need it, Zoho One probably has it. To keep up with the demand of its customers, they recently released some new platforms and upgrades. I’ll provide a brief overview of the changes today, and will do a deeper dive into the new products in upcoming blog posts.
Zoho Projects is one of the most popular project management tools on the market. It is a straightforward, web-based program that allows you to collaborate with your team. Projects make sure that any business venture can be completed in a cooperative and organized manner. Many of the businesses that we work with at The Marks Group have teams that work together from across the country. Zoho Projects is the perfect digital meeting space so everyone can work together on a shared business goal. Here, we’ve compiled three of the best reasons why you should use Projects.
No matter the size of your business, one of the most important things you can do to assure success is hiring a great staff. You want to be sure that your employees are reliable and hardworking- things that you can’t always tell from looking at a resume. Hiring employees can be time a time consuming chore that is difficult to sort through… especially if you don’t have an HR department to narrow down resumes for you. Enter: Zoho Recruit. Your one stop hiring tool to meet all of your recruitment needs.
The Zoho business suite is a small business’ one stop shop for all of their program needs. If you are using programs in Zoho such as Books, CRM, or Inventory, using Zoho Invoice should be a no-brainer. So what does this program do, and why should you use it?
Are you thinking of learning Zoho CRM all on your own?
If you are, it’s fine. We have plenty of clients who take on their training independently and I respect that. In fact, the videos that we offer on Marks Group Live are there to supplement your in-house training. They also provide advice, tips and tricks for using the application well. If you decide to self-train you may be fine. But there are some big pitfalls that you should be aware of. For example…