Zoho CRM is the perfect way to support your sales team. Whether you work in B2B, B2C, SMB or large business, Zoho CRM gives you the real-time insights into your sales performance and gives you the opportunity to adjust where needed. Already more than 60 million users worldwide work with Zoho CRM. In this article, we list some of the benefits of Zoho CRM.
An intuitive user interface
Zoho CRM has an easy-to-understand user interface. It is made for anyone dealing with sales, customers, and relationship management. The dashboard is customizable to your needs and shows the KPIs that matter to your business.
The system is easy to use even if you are not used to digital tools. All information can be found quickly and can be used for sales and relationship management.
Adjustments to the CRM system can easily be made so that the CRM system fits your business processes.
Flexibel purchasing
Zoho CRM is flexible to use. You only pay for the modules you use for your business. Pricing is transparent, you know exactly what you pay per month. It is a cloud-based CRM solution, which allows flexibility. The price/functionality ratio allows you to scale up as needed. Prices vary, but we would suggest assuming 45 euros per user per month (Zoho CRM Enterprise).
Smooth start
Smooth starting with Zoho CRM is possible through standardized implementation and onboarding. Training courses are also available to learn how to use the system optimally. To find out what Zoho CRM can do for your business, a demo is recommended. We can then help you further in making the right choices. Tactick has experience in very simple practical onboarding implementations, but also in complex multi-year projects. However, starting in 1 day is also possible, where you discuss the business model and requirements in a short kickoff and a consultant will spend the rest of the day (together) making adjustments to the system. At the end of the day, you have a nice product and a kick-start. A more extensive implementation has an inventory/discovery phase, an implementation phase, a go live phase, with the process taking about 3 to 6 months on average. This too, compared to other software implementations (who doesn’t know these stories?) is smooth and fast.
Importing data easily
Importing data takes little time and can be done in bulk. This is part of a good implementation. The migration wizard helps with switching from other CRMs such as Salesforce and Pipedrive. Data stored in spreadsheets such as Google Sheets or Microsoft Excel can also be easily imported. Even if there is a complex migration process, Tactick is the go-to partner!
Consulting from premium Zoho partner Tactick
Tactick is a premium partner of Zoho. In this capacity, Tactick advises you on how to make the right choice for your business. We also help you determine which CRM solution best suits your organization and how best to design it. We will give you insight into how to implement a suitable CRM and why it is so important for your organization. Using concrete examples, we explain how you can best benefit from all the advantages that the different models offer. We already have 200+ implementations behind us and many best-practices. Make use of that knowledge!
Integration and automation
We also offer an integration platform that makes the possibilities of your CRM infinite. Link with all your business systems, link business-critical data and keep an overview. For example, there are integrations with Gmail / Office365, Exact Online or the Chamber of Commerce. But much more is possible. Tactick knows Zoho’s APIs inside out.
Automation with ‘workflows’ is also possible. This ensures the automation of tasks/mails/field updates based on processes that have been completed). Structuring business processes is also possible using the ‘Blueprint’ functionality. For this, see our knowledge base and YouTube channel for videos and demos.
Sell on the go with mobile apps
Zoho CRM apps exist for both iOS and Android. They offer a user experience that matches the latest trends in mobile software, such as customer relationship creation and contact management. Through these apps, you’ll be up to date on the go and at the client site, updating your CRM when and where needed. Speak your notes, call your clients, and stay updated everywhere. Your Zoho CRM app becomes your business memory!
Real-time insights through dashboards
Dashboards give you real-time insight into the sales performance of your sales team through dashboards. Dashboards can be tracked, such as the number of deals closed, revenue, new leads, sales phone calls, and more. The dashboards can be shared with team members or other departments. Targets, geographic trends, anything is possible!
Bottom-line: why Zoho CRM?
In this article, you have read several advantages of using Zoho CRM to manage your sales processes and relationships. Of course, there are many more reasons, which we would be happy to tell you more about in a personal conversation! Please contact us for this.