CRM

5 Reasons to Join Zoho CRM

By April 17, 2019 April 18th, 2019 No Comments

Reasons to join Zoho CRMWhether 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.

It’s very affordable

Zoho CRM has a free version with limited capabilities. But it’s full-featured Enterprise version is only $35 per month per user.  I like to call Zoho CRM the “poor man’s Salesforce.com.” This is not a knock on Zoho. It’s just that the cloud-based application includes most, if not all, of the features and functionality that our clients frequently use, who have anywhere between two and fifty users. We sell and implement Salesforce.com and it’s fantastic, but it’s pricey and in many cases, overkill for our typical client. For Zoho CRM’s base price, you get many functionalities (i.e. service, marketing) that would cost extra in Microsoft Dynamics and Salesforce.com. With Zoho, you get a lot of bang for the buck.

The mobile application is great

We use Zoho CRM in our company. Last year, I was on a family vacation and my laptop died.  For almost a week, I was forced to conduct my business, stay in contact with my office, follow-up on certain matters – all from my smartphone using Zoho’s mobile applications.  And I never missed a beat. Zoho CRM has a fully featured mobile app for an iPhone or Android that contains most of the capabilities in its browser-based CRM product – from opportunities to account management.  Its separate e-mail application integrates deeply with the CRM system, so I never had to worry about my emails being saved in my company database. Both mobile apps are free and downloaded from the Apple or Google stores.

There are great third-party products

Zoho CRM is a cloud-based application, and the company has established partnerships with most of the other leading cloud-based business applications available today. For example, there are integrations with MailChimp for bulk emailing, QuickBooks Online and Xero for accounting, ZenDesk for customer service and many others. Zoho also works well with Zapier, Workato and other cloud-based integration tools. Zoho synchronizes well with Microsoft Outlook and Office 365, but it’s also strongly intertwined with Google’s business apps, too.

It belongs to a powerful suite of products

Zoho is unique in that its CRM application is just one part of a broad suite of business applications that the company offers to handle every part of your processes. Zoho offers its own tools for accounting, project management, invoicing, help desk, website creation and email – and many, many others.  The Zoho suite of products integrate well with each other and the company wants it to be your only platform for doing all of your work.

You can customize just about anything

Even though Zoho is much less expensive than other enterprise tools, it does not lack capabilities or customization.  As you would expect, Zoho allows the complete design of all forms, views and fields.  You can restrict data views and updates by user or group.  You can add and remove modules.  You can design specialized lists and add as many fields as you please. Using its own built in features or adding on Zoho Creator, we’ve been able to build entire new modules for clients that help them manage inventory, organize equipment and fixed assets or track vehicle maintenance.

The bottom line

We recommend Zoho CRM to companies with these characteristics:

  • A need for a fully cloud-based CRM application
  • A smaller user group (about two to 50 people)
  • A smaller budget and less need for extensive customizations/integrations
  • A need to integrate with other cloud-based apps out of the box
  • Less reliance on Microsoft Outlook and other Microsoft products

If these characteristics fit your description, then Zoho may be the right choice for you.

Zoho training videos

Join Zoho CRM and receive expert-led Zoho training

Once you’ve made the decision to join Zoho, the next step is getting the right training to ensure you’re getting the most out of Zoho everything has to offer. After all, Zoho offers an extensive amount of products, services, and features. These things can all help your business operate more efficiently, but without adequate Zoho training, you may be missing out. From basic fundamentals to advanced techniques, our team offers training on it all. Learn more and become a subscriber today!