If you’re thinking about investing in a CRM system, such as Zoho software, there’s a lot to consider. After all, Zoho software isn’t necessarily for everyone. It can certainly benefit both large corporations and small businesses if implemented the right way, but not all businesses have a CRM culture. This isn’t necessarily the fault of the company, but it’s important to identify this initially by asking yourself the following three questions to determine if a CRM system is right for you.
Are you resolute?
Although using Zoho software for your company offers many advantages, it can also take a significant amount of work. In order for it to increase productivity, you need useful, complete, and accurate data, or else you don’t get much out of it.
The key to having a great database is ensuring you have trained individuals on your team. Specific processes and rules will need to be made and enforced. This will require some major changes in their normal office routines, and instead, focusing on inputting all data into the new CRM system. People are often resistant to change, so as their leader, you must be resolute. Although you’ll address any concerns and make compromises where possible, you will need to stand by your commitment to make your new CRM system a success.
Are you able to easily evaluate your return on investment?
If you’re planning on spending money on Zoho software, you’ll have to keep in mind that this replacing something else you could be investing in. It’s important to have a clear way of evaluating your return on investment before you make the decision, but this can be a fairly simple task.
Consider your sales: How many have fell through recently because something slipped through the cracks or you didn’t follow up? How many customers decided to go to your competitors because you didn’t maintain a good relationship with them?
Next, consider your expenses: Will investing in Zoho software help increase productivity, resolve problems faster, and accomplish tasks quickly?
Before investing in a CRM system, create these profitability metrics and then monitor them closely during and after the CRM system has been implemented. If you’re unable to do so, you may want to reconsider your investment.
Do you have the proper resources?
At its core, Zoho software is a database that can drastically improve profits, sales, and productivity, but only if used the right way. It’s a resource that will require an investment of both money and time to run properly.
This goes beyond the software cost; people will need to be involved. This may mean hiring consultants, external partners, and those who are specialized in Zoho software. You will also have to count on your employees spending the time needed on the system. You’ll need IT support, database and user administrators, and training.
Receive expert training on Zoho software
If you’ve decided to invest in Zoho software for your business, the next important step to take is to receive expert Zoho training, which can allow you and your team members to maximize the system and Zoho’s capabilities. Marks Group Live provides the training necessary on all Zoho software products, including live webinars and one-on-one Zoho support. Sign up for our membership today to learn more about what we have to offer.
Read our full and original article on Zoho.com.