If you want to grow your small business, you need technology. If you want to give your customers what they …
Zoho CRM Plus, the first unified customer-centric software offering that takes customer relationship management beyond the sales cycle and traditional interaction channels. The new offering features an end-to-end, multi-channel approach that provides insight, context and information throughout the entire customer lifecycle — from the moment a customer clicks on an ad or engages in social media to when he or she buys and is retained as a happy customer.
“When the first CRM packages came into the market in the 1990s, Google AdWords didn’t exist, social media didn’t exist and companies had less of a focus on customer service”
Legacy CRM platforms were designed uniquely around sales force automation. Other companies started to fill in the gaps with email marketing, social media and customer support. This led to siloes of information and IT integration pains. If customer information is not stored in a centralized place, it is hard for companies to be customer centric.
Zoho CRM Plus approaches the CRM market from the perspective of the new digital age, where most customer interactions start in Google or Facebook, and allows companies to follow that interaction along every step of the funnel. By having everything in a centralized place accessible by every customer-facing member of the organization, Zoho CRM Plus allows companies to have an unprecedented level of context for each customer during every single touch point. Zoho CRM Plus also provides analytical tools to help companies measure and improve their customer-related activities.
We recently asked a group of small businesses to identify their biggest challenge regarding sales and marketing. 70% of respondents said engaging, qualifying and following up with leads was their biggest challenge and 61% said prioritizing and tracking activities and follow-ups for their sales team was also a problem.
CRM systems are designed to help your small business solve challenges when it comes to following up with leads and managing your sales team’s priorities.
As a small business, you probably use an organizational process that has worked well up to this point. Maybe you’ve used Excel to keep track of new purchases and contact information, or maybe you use several different apps for your data.
Whatever your process has been, you’re looking for something more. (or you wouldn’t be reading this!)
In research conducted by Gartner, it mentions eight essential building blocks of CRM initiatives: vision, strategy, customer experience, organizational collaboration, processes, information, metrics and technology.
CRM systems are a part of these building blocks and can be implemented once vision has been established. CRM Systems are part of your overall strategy and will help with organizational collaboration, processes, customer experience, information and metrics.
CRM systems are designed to help your small business solve challenges when it comes to managing your sales and marketing initiatives.
In a recent survey we conducted, CRM users ranked the ways a CRM has helped their business. 67 percent said using a CRM system helped them follow up on opportunities and leads and 56 percent said it helped customer relationships because the interactions were accessible in one place.
Zoho’s Sales Force Automation (SFA) solution drives sales force performance and profitability by giving you everything you need to sell smarter. By automating your processes, it frees your people to concentrate on creating leads, closing deals and growing your customer relationships. Zoho SFA makes it simple to perform:
- Lead Generation & Qualification
- Pipeline Analysis
- Sales Stage & Probability Analysis
- Competitive Analysis
- Real-Time Forecasting
- Quota Management