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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Zoho Database Help: Must-Haves On Your Pipeline Report

By | Zoho Tips

Zoho Database Help: Must-Haves On Your Pipeline ReportOne of the most effective ways to get your group using the company’s Zoho database is to use it to generate reports. In the end, a CRM system is nothing more than a good database with detailed information about your customers, prospects, partners and community. Like any database, it will provide important information to help you run your business. If you’re getting a few good reports out of your Zoho database on a consistent basis, then you will find yourself relying on the system more and more, and demanding better and more relevant information from your team.

Of all the reports, the most important one is the pipeline report. It should be the very first report you use as part of your Zoho database and you should be looking at this information frequently—weekly, if not daily.  So, what kind of information is important to have on your pipeline report? You must include these ten things:

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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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CRM and Zoho Reporting: 4 Must-Have Reports

By | Zoho Tips

How to use Zoho reportingTo put it simply, a CRM, such as Zoho, is nothing more than a database. With that being said, CRMs have powerful features that can improve sales, service, and marketing effectiveness. But it’s important to take advantage of the reports that are offered through Zoho CRM and other CRM systems. The following are four must-have reports if you’re looking to get the most out of Zoho CRM:

Zoho Issue Reports

Identifying problems is the first step to getting them resolved, which is why these Zoho issue reports are so popular. The problems displayed on these reports could be internal (i.e. a server went down) or external (perhaps there was a customer complaint). Regardless of the details of any issues, it’s important to be aware of them. They are simple reports that provide vital details, such as the type of problem, who’s working on resolving it, notes on any progress, and so on. You can also close out individual issues once they are resolved.

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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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