5 Ways to Use Zoho CRM in 2018

It’s a new year. While everyone else may be resolving to go to the gym more or try new things, if you’re a business owner, chances are your New Year’s resolutions include growing your business, improving your organization, and increasing customer satisfaction. If so, there’s a tool you can use to do all this and more: Zoho CRM.

If you’re looking to increase sales, develop more detailed reports, and connect with more clients and customers, Zoho CRM can help. Whether your New Year’s resolution is to improve customer communications or get a better hold on your pipeline, chances are Zoho CRM has a solution to help you and your business make the most of 2018.

If You Want to Get Organized…

Getting more organized in 2018 is high on everyone’s to-do list, whether they own a business or not.

With Zoho CRM, you can manage all of your contacts and their info, from phone numbers and addresses to past and current deals. For businesses that like to have a streamlined pipeline, you can even divide your contacts into leads, potentials, and more. Blueprint your ideal sales process for your team. Add memos and save communications so you can acquire a well-rounded glance at the men and women you do business with.

When you’re more organized, you’ll have more time to focus on your customers and their needs, instead of keeping house and maintaining records every few days.

If You Want to Communicate Better…

Client communication is so important when it comes to running a successful business, but it can be hard to keep in touch with all of your clients on a regular basis while your business continues to grow.

With Zoho CRM, you can automate communications so that chatting with multiple clients at once is easy. Composing emails in Zoho CRM is simple. You can send mass emails to entire lists, or you can send automated emails when a client completes a desired action. Merge tags personalize these communications so clients feel like they’re more than just a number and detailed stats give you insights on how your communications are being received.

If You Want to Be More Productive…

One thing everyone in business wants more of is time. When a big project is due or when a deadline is closing in, there never seem to be enough hours in the day. Zoho CRM’s organizational and communication tools can help change this by giving you and your team more time to focus on business, eliminating small, menial tasks that take up your valuable hours.

However, Zoho CRM can do even more. Its task lists and alert features help keep you and your team on schedule. Create to-do lists for employees, assign due dates in calendars, and even automate tasks so you never miss a deadline again.

If You Want to be a Team Player…

Zoho CRM makes collaboration in the workplace simpler. Its data can be shared with anyone you wish. You can add different team members to the application and assign them different roles and permissions. Team members can split leads to make workloads manageable and create email templates that anyone in the organization can use.

Your business made it this far because you have a group of people around you ready and willing to work as a team. Even as your business grows, you can manage your workload and keep everyone on the same page with Zoho CRM.  

If You Want to Be More Insightful…

How can you know what to change about your business practices if you don’t have concrete data to inform your decision? There’s a lot you want to do in 2018, but you need to know where to start. This is where Zoho CRM’s reporting features come in.

By running reports, you can see exactly how many leads you’ve acquired. You can see how much revenue you have coming in through the pipeline. You can see which communications have motivated clients to act and which went straight into their junk folder. Run reports on customer activity, sales forecasts, and invoices.

These reports are detailed, they’re colorful, and they’ll tell you everything you need to know about your business, its customers, and its performance.

If You Want Someone by Your Side…

Zoho CRM is sure to make your job simpler, but that doesn’t mean you should delve into the customer relationship management tool alone. A team of Zoho developers can help you make the most of the application and its features.

At KDG, we’re proud to have one of the only certified teams of Zoho experts in the United States. Contact us today to get in touch with our Zoho CRM developers. They’ll help you and your business start 2018 off right.  

BusinessKDG Insights