Zoho is the 2nd most popular CRM (Customer Relationship Management) software in the world with over 13 million users and counting and the best CRM for small business available. Its runner-up status (behind the Category King) could be the first reason to choose Zoho – because there is always scope for improvement when you are not ranking on the first position.
More than that, Zoho is among top rated CRM platforms due to a number of significant advantages it provides to customers, and you can discover some of these right below.
Zoho CRM is very modular, which means you can just plug in the additional modules as you grow your business – this kind of structure makes the software easy to use, enabling users to quickly switch from one element of interest to another.
There are also various plans to suit your every needs and also modules can be edited to suit your requirements and are available to all Zoho users, no matter what version they have. You can also create or edit your own modules – for instance, if you run an educational institution it makes more sense to use modules like Students, Teachers, and Parents rather than Leads, Contacts, and Deals.
Easiness Of Use
Whether you are doing Customer Relationship Management the old fashioned way or using a competitor’s CRM platform, you will be amazed by the opportunities that Zoho brings to you. This CRM helps you handle almost every aspect of a business, from sales & marketing and finance to HR and collaboration. Zoho enables you to automate your business processes so you don’t waste time with repetitive work and be able to focus on what matters the most.
Zoho’s features are easy to grasp, and if the experience of learning how to use Zoho becomes puzzling, you can join the Zoho CRM Training Program; it consists of a dedicated platform where you can learn directly from specialists how to use Zoho to its full extent. After attending this program, you will have the knowledge required to implement the Zoho CRM capabilities into your organisation.
If Zoho’s training resources have not helped you overcome you dealing with an issue, support is always available directly from within the CRM dashboard 24/5. There are multiple support plans to choose from. The Enterprise support plan is the most comprehensive and includes the following services: knowledge base, community forums, email support, customer portal, live chat 24/5, toll-free support 24/5, remote assistance, product onboarding, configuration assistance, technical account manager, and their response is usually within minutes.
The first 15 days of use are free, with no credit card required – when the trial period expires, you can choose between three different plans, Standard, Professional, and Enterprise. The Standard package comes with highly valuable features like email insights and custom reports and dashboards; the Professional package introduces more advanced features such as inventory management and the Enterprise plan brings cutting edge features into your business operations, like AI Tools- Target Meter, Comparator, Anomaly Detector, and Zia Voice – Conversational AI.
The bottom-line is that Zoho provides features that make sales easier, which means that less effort and fewer resources go into your CRM, thus allowing you to control costs in an effective manner. Take workflow automation, for instance. Every time your team follows up with a lead or updates a field it requires significant manual work. You can perform these tasks much faster using workflows and your employees have more time available to produce value for your company with the best CRM for small business.
Can Run Your Entire Business
In 2017 Zoho One was launched, and the new offering made a big promise to users: that you would be able to run your entire business using the new suite. Zoho One currently gathers more than 45 applications that can be yours for $35 a month per user and aims to replace your patchwork of cloud applications with one operating system for your entire business. The tendency is to take a holistic approach to business software in order to increase productivity levels across your organisation. The 40+ applications gathered under Zoho One target different aspects of your business: sales, marketing, support, HR, accounting, and operations.
Zoho One offers you the possibility to set up a structured and repeatable sales process consisting of the tools that enable you to close deals across multiple channels: mobile, email, live chat, social media, telephony and online meetings.
Your companys’ marketing operations will move to the next level by using tools that help you track performance and test new ideas: website builder, online store, visual analytics, A/B testing, personalisation, email marketing, custom forms, social media and surveys etc.
Support is a vital part of the after-sales process as managing to provide appropriate support to your customers cultivates loyalty and attracts repeat business. Zoho One makes it possible to support customers across multiple channels: email, phone, social media, live chat, self-service and remote assistance. These are all enhanced by artificial intelligence and the support process automation.
- Human Resources
A successful business is one that focuses on talents and taking care of employees, not only on attracting clients. Zoho One offers the tools to find the right people for your business and keep them happy at the workplace – fill openings, resume parsing, interviews, creating offer letters, tracking time, managing time off, performance reviews and team communication solutions.
Doing business is not only about obtaining profit, but also about managing your finances in an effective and legal manner. Zoho One can help with tools to categorise transactions, track cash flow and monitor financial health. Making sure an invoice is paid is just as important as closing a deal and your sales success will not be complete without keeping those numbers accurate and organised.
Your business operations will run smoothly by using the set of tools that come with Zoho One: fulfilling orders, expanding business models, creating custom apps, facilitating warehouse management, ensuring optimal resource utilisation and choosing between different methodologies to manage your projects.
- Been Around Since 1996
Zoho was founded in 1996 in Pleasanton, California, and now has offices in seven countries including Australia. The web-based office suite Zoho CRM was launched in 2005 and later introduced customer relationship management with features like procurement, inventory and accounting functions with a free version limited to 10 users. In 2009, Zoho integrated some of their applications with the Google Apps online suite, which enabled users to sign into both suites under one login.
In 2018, VMA became an Authorised Consulting Partner for Zoho, allowing us to assist our clients with both digital marketing and CRM implementation. “We have been using Zoho for over 8 years and it turned out to be the best choice for us – even with the emerging competition that we have researched, we decided nothing could compare with Zoho as our CRM so we kept using it”
In recent years, Zoho has changed the CRM landscape with the introduction of Zoho ONE. The all-inclusive integrated package with 40+ applications to run your entire business. You can enjoy easy access and responsive tech support for these apps by contacting VMA online or by phone.
Would you like to generate more leads, convert them into paying customers, cultivate loyalty among customers and ease almost every aspect of running a business? Zoho CRM can help you achieve all that and even more! As an Authorised Consulting Partner for Zoho, Visual Marketing Australia can introduce you to a whole new way of doing CRM and managing your business – ask us how today!