From the Digity Blog

How Zoho CRM Could Change Your Business for the Better

  • By Catherine Dove
  • 12 Oct, 2016

CRM (Customer Relationship Management) is not merely a tool or application, but a way of business, including the strategies, practices as well as the technology that a company utilises to manage and analyse customer relations. CRM systems, such as Zoho, are designed to integrate customer information, documents and analytics into one easy-to-use database. Other useful functions that are often compiled within these systems are recordings of customer interactions (for instance emails, phone calls, social media and business deals), and automated workflow processes, such as alerts, task management and calendar functions. Zoho’s simple yet powerful interface has a lot of advantages, its flexible and comprehensive set of features having a lot of potential for the growth of client-led businesses.

Key Features of Zoho:

Zoho CRM provides sophisticated sales management functions such as lead generation & qualification, sales pipeline analysis, sales stage & probability analysis,competitor analysis, real-time sales forecasting and other useful metrics. The automation of these processes mean that your whole team can collaborate and share information seamlessly, making your selling faster and your business deals quicker and stronger.

Here are some of the key terms you will find in Zoho CRM:

Generating and driving leads is made simpler through these automatic processes, from capturing leads directly from website visits to matching sales-ready leads to the appropriate sales people. You can import leads from external sources such as trade shows, seminars, direct mail, and other programs with a few clicks, accelerating the speed from lead to deal. Learn more about lead management  here .

Customer accounts management in a shared database means you can monitor all customers and related contacts, even creating parent-child relationships between customer accounts and their subsidiaries or other divisions. A great function of Zoho CRM is the ability to track customer purchase history, so you can identify cross-sell and up-sell opportunities, and establish effective loyalty programs. Want to see you customers from a geographical perspective? Or those selling similar products? Zoho allows you to view customers across products, geographies, account and status. Learn more about customer account management  here .

Following up
becomes quick, easy and systematic due to Zoho’s task management system and intuitive calendar. Calls to and from customers can be logged in an easily accessible system for quick reference. If you feel like you should be calling a customer regularly, Zoho allows you to set recurring tasks and events (daily, weekly, monthly or annually) so your business routine become systematic and effective. Invite customers and clients for calls or meetings through Zoho, scheduling and storing these events in your calendar.

Accurate forecasting can be based on Zoho’s CRM data, from simply estimating revenue to creating complex but fully customizable forecast reports and dashboards for each customer/client. Within your business, Zoho can accurately establish and assign sales quotas for individuals or teams, and track their individual and team performance. Learn more about about forecasting  here .

Here at Digity, Zoho CRM is utilised completing a variety of different tasks, and the comprehensiveness of the system is unbeatable. For any client-led business, Zoho CRM can help you maximise your prospects, for a healthy, expanding business.

For more information or advice on how to build up and improve your client base, give us a ring on 01189 100 012 or contact us on



Digity Blog

By Chris Lunn 18 Aug, 2017
GDPR is coming next May and it's been eye-opening for me to see just how much there is to consider to ensure you're fully compliant.

I've heard lots of comments about the fact that companies 'should be already doing all of this' and whilst I agree, the simply truth is, I can't think of many that actually are in full.  There's also quite a lot naivety about Brexit and the impact but the fact is, this is 100% happening.

We're getting close to appointing our official partner to help support clients so if you answer no to one or more of the below questions, get in touch and we'll let you know how we can help.

  1. Do you have a data protection policy?

  2. Does your team get regular data protection training?

  3. Is data protection covered in your company handbook?

  4. Regarding data storage, do you have an up-to-date document which outlines where the data is stored?

  5. Are all files (Excel/Word etc) which have contact data within them encrypted and protected?

  6. Are your personnel contracts compliant with GDPR?

  7. Do you have a documented process for handling subject access requests?

  8. Do you know exactly where your data is stored via 3rd party systems or applications i.e. MailChimp, Accounting System, CRM system etc?

  9. Regarding the systems you may be using which hold contact details, do you know if they are GDPR compliant?

  10. Do you have a clear audit trail for how people joined your mailing list?

  11. Do you have a clear unsubscribe mechanism on your marketing email communications?

  12. Do you have a documented process for how to handle a data protection breach?

  13. Is your office secured effectively to avoid anyone entering and stealing devices with data on them?

  14. Are your mobile phone and tablets secured effectively?

  15. Can you deactivate your mobile/tablet devices remotely to avoid data breaches?

  16. Do you have a data retention policy detailing how you will store data on an individual, how long for and what you'll do when you no longer need those details?

  17. Do you have a privacy statement and terms of use on your website?

  18. Do you have an up-to-date cookie policy on your website detailing what information you will be storing and for what purpose?

This list is the tip of the iceberg but if you've answered 'no' or 'not sure' to any of the questions above, we'd recommend getting in-touch to find out more about how we can help.  We have different specialist consultants to ensure you can soon answer 'yes' to all of the above questions & more which will come your way.  As the deadline closes in, demand will rise for these services so don't wait until the new year, get in-touch today.

Contact us to find out more about GDPR.
By Ellie McDaniel 08 Aug, 2017
Google Analytics tracks users and views to provide key insights into acquisition and behaviour flow, making it a very powerful tool for website owners. If you have installed Google Analytics into your website but haven't looked at the data, or do not understand what the data is telling you, this post is for you. 

Firstly we'll cover the key terms you'll need to understand and some of the key information you can extract from the Analytics tool. 
By Catherine Dove 04 Aug, 2017

Our Brighton office is buzzing with excitement as Pride approaches this weekend. Rainbows are everywhere, from banners and flags to buses and balloons, and so many small businesses are showing their support for this massive event.

Celebrating Gay Pride as a business is not a new concept, but it is something that is becoming more and more popular, as businesses become more comfortable being part of the celebrations and realise the benefits that can come alongside it.

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