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14 Ways Zoho CRM Can Make Your Business More Productive

 

Efficiency is constantly being sought by businesses because greater productivity means more growth, fewer costs, and more sales. A Customer Relationship Management (CRM) solution is a set of applications that work together to meet your company’s needs.

Zoho CRM software simplifies the selling process by consolidating all customer and product information in one place. Also, it automates processes from suggesting products to checkout to email marketing and everything in between.

Globally, many businesses are using Customer Relationship Management (CRM) platforms to standardize and track sales progress and productivity. As CRM implementation progresses, there are numerous challenges centered on alignment of CRM processes with sales teams’ processes, as well as user adoption or user buy-in. These challenges need to be overcome if productivity is to increase. But how? Zoho CRM system can make your business productivity in 14 ways.

Related blog- 13 Amazing Things You Can Do With Zoho CRM

1. 360 degree customer view

Do you store customer information in multiple applications, both online and offline? If so, do these applications propel you forward as an asset or hinder your progress? The average time spent extracting, referencing, and analyzing customer data for your team is three to four hours. These laborious tasks limit the company’s ability to grow.

Zoho CRM’s 360-degree view aggregates all your lead’s emails, live chats, campaigns, events, social media posts, deals, and surveys into one timeline. Having this information allows you to design better marketing campaigns, engage in informed business decisions, and understand how your customers purchase.

Zoho CRM streamlines customer data from all touchpoints within a centralized repository. Users can view all customer information in one place. All of your marketing targets and sales leads as well as existing customers and business contacts are stored in the CRM.

By using a Zoho CRM system, you can stop spending hours trying to merge customer information from multiple databases. Real-time visibility enables you to gain a comprehensive view of your customers in a timely manner. In turn, this will increase the productivity of your marketing, sales, and customer service departments. Using 360-degree customer information, critical decisions are made quickly.

2. Email Communication and Management

In an eight-hour work day, 2.64 hours are spent e-mailing. There are two reasons for this – multiple applications fetch data, and emails are constantly checked. One third of a day is spent on each of these activities. How can you prevent emails from reducing your productivity?

Zoho CRM allows users to send and receive emails from their leads, contacts, accounts and partners. To eliminate the need to repeatedly go to your email service to communicate, you can integrate email clients of your choice with the CRM, making it a one-stop shop for all your business communications. Zoho SalesInbox lets you integrate your email inbox with your CRM.

Image- Zoho salesinbox

It’s a great way to save time and effort and boost your productivity when you can send and receive emails directly from your CRM. This CRM lets you see whether a prospect or customer has responded to your message. Moreover, the CRM provides you with analytics and context. With the analytics, you will be able to write more powerful emails that will encourage more responses from your contacts and prospects.

The ability to track your emails and receive insightful reports about their delivery, opening, bounce rates and closing is available. If you’re sending hundreds of emails to leads, prospects, and contacts every day, there can be no room for guesswork.

This is exactly what Zoho CRM does. It allows you to manage all of your incoming and outgoing emails within its repository.

3. Personalized Customer Experience

Zoho CRM software tracks potential customer behavior and actions from your business website, social media, or email campaign, and then guides the customer through the sales or buying funnel by sending a triggered email or alerting a sales representative. Having customer information on hand means your employees can provide a better customer experience, which boosts customer satisfaction.

Tracking consumers’ likes and contact information will help sales teams respond to consumer needs in a personalized way. 90% of consumers are willing to share their behavioral data in order to benefit from seamless brand experiences. Therefore, there is no room for deliberate time wastage. This increases productivity.

4. Smooth sales process

It is possible to use Zoho CRM software to trace consumers’ original intentions behind making a purchase. As a result, salespeople can continue the conversation from where it ended earlier and provide them with the details they need to upsell or provide additional services.

With more detailed information about your customers and which products are more suited to them than others, you can easily pass them through the sales pipeline.

5. Better Lead Management

Zoho CRM’s lead management software helps you manage your leads more effectively because it allows you to prioritize them based on their validity and likely to convert and close based on customer interactions with the company. Strong leads are placed at the top of the list, where they can be followed immediately, whereas weak leads are positioned farther down. When businesses can determine the quality of the lead, they will be able to spend more time focusing on those who are genuinely interested in making a purchase.

6. Optimal Communication

Zoho CRM enables real-time communication, which improves employee cohesion and helps sales representatives make those all-important sales. An information library will foster a knowledgeable and professional workforce. This is of paramount importance because while your employees are interacting with your customers, they are representing your company. Ensure every interaction is meaningful to the customer and know where they are in their journey. Use a central knowledge base to discover customer insights and engage them effectively. Customer service representatives would be able to provide the customer with the information they need to allay their concerns, while at the same time positively representing your business.

7. Centralized Database

Employees tend to store information in their heads, both intentionally and unintentionally. With an easy-to-access hub, such as Zoho CRM solution, employees can enter all customer-related data in one place. This means they do not have to go looking for information from other employees. With the software solution, employees can locate any information they need without consulting others. As all known customer information is gathered in one place, you will be able to better understand your customers. Rather than navigating multiple platforms for customer data, employees can focus their efforts on better serving customers or pursuing leads. In the end, a boost in your bottom line comes from higher customer satisfaction, customer loyalty, and customer retention. 

8. Boost Productivity

As a result of Zoho CRM software’s design, it helps businesses overcome obstacles that hinder efficiency. It works quietly in the background, facilitating business processes. This is the beauty of automation. All information will be gathered and stored promptly and securely, so you and your team can stay updated on the latest developments at all times. This will promote greater efficiency and success within the organization.

9. Ensures all your records are easily accessible.

A lot of sales users like to keep all of the history surrounding each account in one place: their heads. The salesperson may find it useful, but the rest of the team may not. Just to get a single detail about an account, managers would have to contact the sales rep via phone, e-mail, or in person. Every interaction with the customer could be tracked and logged in CRM, which would allow managers to review the account on their own time.
When the sales rep leaves the company or goes to another department, how does that affect the business? How do we know the history of those accounts? The new sales rep would have to schedule a sync-up meeting with the customer, starting from scratch. If the CRM stored the communication history, a new salesperson could easily pick up where they left off.

10. Better reporting and analysis

Zoho CRM is a great tool  to monitor every aspect of sales cycle. Availability of prospect data within sales reports and dashboards is one of the benefits of CRM software for the sales cycle.

Take actionable data intelligence and turn it into data-driven decisions. analyze and report on trends occurring within an organization. CRM users who are reluctant to enter all information into the system can result in inaccurate reports. Integrate your CRM data in multiple ways to understand trends. With real-time reporting, you can analyze sales trends, marketing campaigns, activity reports, and team performance.

11. Integration with many business applications.

Zoho CRM integrates with a number of business applications. Zoho Marketplace offers a multitude of integrations for applications you use every day, like Google Drive, DocuSign, MailChimp, Google Ads, and many more.

12. Automation helps to streamline process.

Automation across sales, service, and marketing, your employees can spend more time focusing on prospective customers and strengthening relationships with existing ones, driving your business forward.

It is possible to customize CRM systems to align with your sales process, but you can also automate some of your daily tasks with these systems. Whether it’s sending out automatic emails or generating quotes for a customer faster, Zoho CRM can be utilized to minimize the number of steps required to complete a task. By automating administrative tasks, you can free up some time so that your CRM users can interact with more customers longer.

13. The mobile CRM platform improves deal closing

Zoho Mobile CRM allows you to close more deals with fewer interactions, leaving you more time to work on new prospects or new sales opportunities.

In this way, Mobile CRM lets your sales reps and managers maintain control over the sales pipelines and update sales forecasts with a few clicks. This enables you to plan and answer questions about your sales targets at any time or provide valuable sales coaching to your sales team on the go.

As mobile technology becomes more prevalent and important, those companies using mobile CRM solutions are seeing far higher adoption rates.

14. Better marketing 

Every sector of the business is affected by marketing, and if it is not effective, it will suffer. Using Zoho CRM, you can identify past mistakes or ineffective marketing efforts and optimize future marketing practices.

With Zoho CRM, your marketing team can run campaigns efficiently and send quality leads to sales. With Zoho CRM’s marketing automation tools, you’ll get the best ROI from every campaign you create. Provide a consistent customer experience across multiple channels by optimizing your marketing strategy.

Automated marketing strategies boost sales by influencing customers at just the right moment.

Summary 

A CRM, in general, is a tool for organizing and systematizing information about your customers, coordinating that information, and generating effective reports. Every customer can receive a personalized treat, and your marketing management can gain orders and be controlled.

The rise of cloud-based CRM solutions is due to the increasing need to access their software from multiple devices and locations. A simple and easy-to-use CRM like Zoho CRM is a great way to gain productivity and manage tasks and forecast revenue.

If you have found this post helpful, I hope it has inspired you to implement strategies to improve your productivity now.

In order to learn more about Zoho CRM or to receive its services for your business, contact us today. Known as a premium Zoho CRM partner, the company provides all the assistance you need for you to achieve your business goals through Zoho CRM.