Category

CRM

Zoho CRM Help: Getting Your Team On Board

By | CRM

Zoho CRM Help: Getting Your Team On BoardAt The Marks Group, we have implemented hundreds of CRM systems, such as Zoho CRM, for our clients throughout the years. One of the major challenges that our clients have encountered is getting their team members, particularly their sales team, to get on board with Zoho CRM. Help from an expert training program can be especially beneficial in these circumstances, because they provide tips, tricks, and other skills needed for those new to Zoho CRM. Help from the right training program can not only get a team on board, but by showing them all the great and useful features that Zoho CRM offers, it can get them excited to use the system.

Some other ways to get your team to use Zoho CRM include:

The Lead Trick

Leads are important for a sales team to succeed, and if information about promising leads are being put into Zoho CRM, it forces them to use Zoho in order to get that information. If this is the only way that your sales team can access information about leads, they will have no choice but to use your CRM system if they want to succeed in their roles as salespeople.

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CRM Meaning: What Defines a CRM System?

By | CRM

The true CRM meaning is CRM cultureWhen it comes to figuring out the true CRM meaning and what really defines a CRM system, it’s the people behind it. When a business decides to integrate a CRM system, it’s essential that your company has a CRM culture in order for it to succeed. When determining CRM meaning, the following are the three things that define company CRM culture:

A communications culture

Communication is a key part of CRM culture, and you should insist that your team members use the CRM system as a way to share all business communications. This includes logging details about calls, appointments, emails, and so on. This can ensure that prospects, customers, and anyone else who has had ties to your business is receiving communications throughout the year. This includes phone calls, emails, newsletters, letters, postcards, and more. This is a communications culture, and it’s something your company lives by.

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Calculating ROI on CRM Database Systems

By | CRM

Calculating ROI on CRM Database SystemsAs a wise entrepreneur, you’re always looking for opportunities to increase profits. Whenever you spend money in order to make more money, it’s an investment, and an investment can be a risk. As a business owner, your main goal is to minimize that risk as much as possible by calculating your return on that investment. Business owners may take a while to consider the advantages of investing in CRM database systems, but don’t always know the best way to calculate their ROI.

Start with some simple math

Let’s assume you’re going to splurge on whatever CRM database system you choose and get the best option available for several users. Let’s say, for instance, it costs you $1,000 annually, and you’re looking at your ROI over the next five years, or $5,000.

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Tips for Using CRM Database Systems

By | CRM

Tips for Using CRM Database SystemsFor over 15 years, we have been selling CRM database systems. These systems have seen a lot of changes over the years, but when it all comes down to it, they are all databases at their core. You’ll often hear all kinds of buzzwords when it comes to CRM database systems, like “automation” and “workflows.” But these things don’t work too well without one crucial component: the data.

Although these systems can be powerful tools for helping businesses run more efficiently, they often fail when users don’t realize that they are nothing more than databases. Instead, some users get caught up with the bells and whistles of the CRM system and all of the different features. While it’s good to maximize your CRM system and all of its uses, it’s important not to forget that getting the most out of these things means making the data your first priority. Advanced things, like automation and marketing, can’t be done if the data is incorrect.

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Top 4 Reasons Why CRM Platforms Fail

By | CRM

Top 4 Reasons Why CRM Platforms FailCRM platforms are meant to help improve business operations, but a small percentage of the time, these CRM implementations fail.          

Usually, things started off great and everyone at the company is excited to use the new CRM platform. But eventually, things start to go wrong. Some people will say it’s too much work; others will say it’s a different system than what they expected. After some time, they stop using it altogether and that is when things fail.

The success of a CRM platform depends on the entire team working together and being on the same page, so even if just one person stops using it, it can potentially snowball and cause the system implementation to fail.

The following are the top four reasons why CRM platforms fail in organizations, and by knowing about some of these things ahead of time, you can take the steps needed to ensure your new CRM system is a hit.

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CRM Examples: Industry-Specific and Generic

By | CRM

CRM Examples: Industry-Specific and GenericA lot of products and services these days focus on certain industries. In some cases, these products or services that are industry-specific might make sense. But what about when it comes to CRM systems? You may be overwhelmed with all of the different CRM examples you’ve likely heard about, and depending on the industry you operate in, might feel that an industry-specific CRM system is the way to go. But is this really the best option?

 

An example to consider

Let’s say you work for a news outlet and your team offers digital marketing services for the publisher’s customers, and the team’s primary tasks include creating and placing the best promotions possible to increase the success of their clients’ companies.

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What is Zoho CRM?

By | CRM

What is Zoho CRM?Customer relationship management, otherwise known as a CRM, is one of the most helpful tools that any business could use. So, what is CRM software and what is Zoho CRM?  Some people refer to a CRM system as a rolodex on steroids. It’s a one-stop shop where you can keep all of you client’s contact information, organize your business deals, track marketing campaigns, and so much more. Zoho released their CRM software in 2005, and since then has been improving and updating to truly focus on the “relationship” part of customer relationship management. Zoho CRM is widely used across the world due to its low cost, and different software programs that are easily integrated into the main CRM.

 

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Top 5 CRM Systems For Your Small Business

By | CRM

Top 5 CRM systems for small businessesIt’s easy to see why CRM systems are so popular amongst businesses. When used the right way, a good CRM system can increase productivity, keep important information more organized, and potentially drive up sales. In a world where data is so important, you may eventually find that a CRM system is one of your most important business investments. You may have made the decision to invest in a CRM system, but you may be overwhelmed with the choices. After all, there are a lot of CRM systems out there to choose from. In our opinion, the following are the top five CRM systems for small businesses currently on the market:

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Top 4 CRM Uses: How to Maximize Your CRM System

By | CRM

Best CRM UsesIf you recently implemented a CRM system for your business, you likely realize that you’ve made an investment. You want to make sure you’re spending your company’s money wisely, so how can you be sure you’ve made a solid investment by spending money on a CRM platform? We explore some of the top CRM uses and ways you can turn your CRM into a money-making machine.

Don’t underestimate the importance of data

At its core, your CRM is a database. It’s important that the data you’re collecting is correct, nothing is missing, and that it’s regularly updated. The right data is a powerful tool, and can allow you to go after customers with unique needs, target specific segments, and so on.

Steps to take:  Have someone within your organization be in charge of your database, and be sure to provide that individual with the support and training they need to master the system.

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CRM Systems for Small Businesses, Plus Other Technologies

By | CRM

CRM systems for small businesses can improve efficencyThese days, there is an abundance of technology, such as CRM systems for small businesses, that can help you run your company more efficiently. It can be a bit overwhelming at times, so in the meantime, be sure to just focus on these five popular small business technologies:

CRM systems

One of the best tools you can get for your sales and marketing staff is a customer relationship management (CRM) system, which is used for sales, marketing, and service management. Usually cloud-based, these databases include all the information you need to keep information organized and to run your small business. This includes information about vendors, customers, prospects, and so on. CRM systems for small businesses are a great tool for ensuring everyone in your organization is on the same page and that nothing important ever slips through the cracks.

Top choices include Zoho, Salesforce, Microsoft Dynamics 365, Sage, Insightly and Sugar.

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