What is CRM?
CRM is an abbreviation for Customer Relationship Management. CRM is about the entire strategy around getting and retaining customers and relationships. A CRM system is an IT solution to manage your sales and/or customer relationships. Working with a good CRM improves your sales performance and streamlines processes so you work efficiently.
Optimal success is achieved with a good tool (CRM by Zoho) and a good implementation (provided by Tactick).
Check out our whitepaper about a good implementation process!
Why Zoho CRM?
- Excellent value-for-money
- Easy to use and manage
- Flexible and configurable (modules, fields, processes, automation and workflows)
- Strong management reports & dashboards
- Good API and thus many external integrations available
- Zoho offers more applications for additional areas (marketing, operational, support, etc.)
Structure & Automation
Organizations often feel the need to add more structure and automation to their (sales) process. Zoho offers two powerful tools for this purpose: Blueprints & Workflows.
Blueprints
Blueprints allow you to enforce a process step by step. By doing so, you structure the business processes. This gives you a uniform flow of steps while guaranteeing high data quality. You are forced to make choices in each step and choose which fields are mandatory.
Workflows
With workflows, automation rules can be created. If X happens in the system, then action Y happens automatically. The trigger (X) can be a user action (create, edit, delete) or triggered based on a date or time. The action (Y) can be the creation of a task, sending an email, or executing a script (e.g., an integration).
Blueprints and workflows are completely flexible to set up in any module, in any field.
To summarize, with Zoho CRM you have very powerful tools to structure and automate your business.
Send and sign your quotes digitally with Zoho
Using Zoho CRM, you can create and send quotes using a template. With the use of Zoho Sign, you improve this process as it includes the digital signing of documents.
The application is able to generate a quotation template, which is sent to the customer. If the customer signs the quotation, the quotation is automatically marked as “won” and the process continues.
In short, CRM allows you to easily generate, send, and digitally sign quotes.
Integrations with Zoho CRM
Zoho CRM offers an enormous marketplace of integrations. Think of standard integrations with Office 365 and Gsuite for email and calendar.
In addition, we offer many of our own integrations. Think of financial integrations such as Exact Online, Snelstart, AFAS, but also a connection with the Dutch Chamber of Commerce. Webshop integrations are also popular, such as WooCommerce and Magento. We also create custom integrations on request.
Zoho CRM
Standard
- Changing fields
- Limited number of workflows
- Reports & dashboards
- Sending bulk emails
Professional
- E-mail integration (including Office 365, Gmail)
- Unlimited amount of workflows
- Blueprints
- Modules for quotations, orders and invoices
- Validation rules
Enterprise
- A lot of possibilities for development
- Custom modules
- Sandbox environment
- Subforms
- Extensive dashboards
Ultimate
- Advanced BI - bundled with Zoho Analytics
- Extensive control
- 30-day trial version
What is Zoho CRM?
Zoho CRM (Customer Relationship Management) is an IT solution to manage your sales and/or customer relationships. It improves your sales performance and streamlines processes so you work efficiently.
What companies is Zoho CRM suitable for?
Zoho CRM is suitable for any company dealing with sales, i.e., customer-focused companies.
Why should I choose Tactick as a Zoho partner and not purchase directly from Zoho and implement it myself?
Tactick consists of Zoho specialists who both have technical and consulting skills. We will guide the implementation of Zoho from the start to the end.
Zoho offers a wide range of comprehensive tools. With our consultants, you can be sure that the potential is well utilized. The needs and processes of your company will be identified, and on this basis the software will be set up. You will have many advantages with our best practices and will not step into any of the many pitfalls.
After the implementation is done, Tactick provides after-care through Training & Support.
Tactick stands for quality with strong and innovative solutions, we will do everything to realize this for your organization as well.
There are also different forms of cooperation in which the customer takes up a large part of the project himself and where Tactick will solely provide guidance. This can be discussed with us.
How much does Zoho CRM cost?
Normally, a customer has Zoho CRM professional, Zoho CRM Enterprise, Zoho CRM plus or Zoho ONE. The price range is therefore around €40,- per user per month (Zoho CRM Enterprise). However, this is an estimation. Prices could be higher or lower, depending on your specific wishes and needs.
How does Zoho CRM benefit my business?
Some well-known benefits include: 360-degree customer view, streamlined sales processes, automation and insight through reports and dashboards. In short: time, overview, revenue and success.
How long does it take to implement Zoho CRM?
This depends on your needs and processes. Tell us briefly about your organization and we can provide a concrete estimate. Please use the contact form for this purpose.
On average, an implementation takes 3 months. But in some cases, it only takes a day, while in other cases, it might take 2 years. Therefore, it is quite dependent on your specific situation.
