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 .
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 firstname.lastname@example.org.
Over the last month you may have noticed the cleaner look to the LinkedIn interface and the new features that have appeared within this new makeover. However, this isn’t just a small change - the upgrade has created a faster, smoother, easier-to-navigate site with a layout very similar to that of Facebook. So, what are the main changes and enhanced features you really need to know about?
Here are a couple of the best bits about the new upgrade to ensure you and your business are making the most of LinkedIn:
1/ The LinkedIn messenger features have leaned more towards the Facebook Messenger in appearance. But, the best part for us is the suggested responses feature to InMail (available on premium). This means you can very quickly get back to people with an automated response letting them know if you are interested or not. This response can be edited to make the message more personalised.
On Thursday 23rd March, the Digity team travelled to Heathrow with cars full of stand equipment, brochures, televisions, and tables ready to wow the visitors at the West London Business Show.
As marketing partners with the show, our signage, brochures and media designs surrounded the hall including huge signs showing the schedule for the day. Our banners and leaflets were unmissable. With the schedule often changing only a couple of days before the show, our designers were flexible, quick and innovative in adapting to alterations in a short time span. The brochures, signage and other advertising media were sent off to the printers and you can see below how great they looked in time for the show!
Barclays have developed a series of events entitled ' Fired up for Growth ' and Digity are delighted to have been included as their digital partner for the Berkshire series. If your business has the potential to grow, this event will help you find out how to unleash your potential.
This Clinic will give you the impetus, pose the questions, and share great ideas, to help your business grow. You’ll get practical tips and incisive information.
Last month, we covered the best ways to get more followers for your brand's Instagram account .
This month, our social media tip series goes a step further to explore How to Successfully Use Instagram Stories.