We spoke in a previous blog post about the most efficient way to set up a custom module in Zoho CRM. Today what we are going to talk about are the Zoho custom field types that are available when you create your own module. Once you create your module, it’s important to understand the different custom field types that Zoho has to offer. There are a lot of ways you can customize your modules, so let’s review them together.
In a previous blog post I spoke about how you may use workflow in Zoho CRM. Today I am going back to basics, what even is a workflow anyway? Typically workflow means how you organize your work patterns, the flow of your work, so to speak. In Zoho CRM, workflow is an automation tool that will execute a certain action when a condition in the CRM is met. Essentially- you do something in your (i.e. create a new lead) and an automated action fires off (a welcome email is sent). Read More
Zoho CRM is an amazing database to help any business keep track of your clients, deals, marketing campaigns and beyond. I firmly believe that one of the most underutilized tools in this program is the “activities” feature. Activities in the Zoho CRM do it all, you can organize tasks, keep track of meetings, and schedule a follow up conversation with a new client. If you are looking to keep your records organized and detailed the Zoho CRM the activities feature is the way to go.
Whether you’re looking to join Zoho or another CRM service, there is a lot to consider. 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.
Like the millions who already use this great product, it may be right for your company. If you’re seriously looking to join Zoho CRM, then let me share these five reasons why you should consider doing so, based on the more than 90 clients we serve who have already purchased it.
At 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.
When 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.
As 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.
For 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.
CRM 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.
A 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.