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What is Zoho CRM?

By January 28, 2019May 6th, 2020No Comments

What is Zoho CRM?Customer relationship management, otherwise known as a CRM, is one of the most helpful tools that any business could use. So, what is CRM software and what is Zoho CRM?  Some people refer to a CRM system as a rolodex on steroids. It’s a one-stop shop where you can keep all of you client’s contact information, organize your business deals, track marketing campaigns, and so much more. Zoho released their CRM software in 2005, and since then has been improving and updating to truly focus on the “relationship” part of customer relationship management. Zoho CRM is widely used across the world due to its low cost, and different software programs that are easily integrated into the main CRM.


Why do businesses need CRM software?

As a salesperson, it is important to keep your client’s information organized. Being able to quickly access a client’s company information, while also remembering that this particular client’s favorite football team is heading to the Super Bowl, adds a personal touch that makes people want to do business with you. Before CRM software, all of this information would be stored in spreadsheets, post-it notes, file boxes, and so on. Now, with Zoho CRM, it can all be in one easy-to-access place.

This high level of organization that Zoho CRM provides its clients leads to higher sales. This increase in sales doesn’t just happen due to an improvement in customer relationships, but Zoho CRM also lets staff manage how often they are reaching out to clients. Strong organization within Zoho CRM allows a business to anticipate the needs of their clients. This leads to happy customers, increased sales, and hopefully a successful business.

Not only does Zoho CRM increase communication among clients, but it also allows the members of your business to work seamlessly together to make things run smoothly. Through Zoho CRM, you can easily track sales, create team goals, share information about clients, and create automated workflows that can make your job easier, so team members can focus on what is really important: creating strong and valuable relationships with clients.

Why choose Zoho CRM?

There are many CRMs on the market that can meet a businesses needs, so why Zoho? Zoho CRM has gained popularity in recent years because it is inexpensive, web-based CRM software. Zoho is fairly user-friendly and with the right training, Zoho can be very customizable to your specific business needs. One of the greatest things that Zoho has to offer is the fact that they have a wide range of products that easily integrate into the CRM. These products help with bookkeeping, HR management, marketing, web development, and more. With the proper training, the Zoho suite of products can help your business run smoothly.

Zoho software, products, and features

As previously discussed, Zoho is an all-in-one business solution that has a wide range of products and software to suit all business needs. Beyond the CRM software, some of our client’s favorite Zoho programs are Zoho Projects and Zoho One. Zoho Projects is a project management software that allows teams to work together to create goals, milestones, timelines, and tasks, that can help businesses track a project from start to finish. Many of our clients have found this software integral to their day-to-day business management.

Another popular software that our clients use is Zoho One Business Suite. Zoho One gives clients access to a growing list of 40 business applications (including Zoho CRM and Zoho Projects) that easily integrate with each other, allowing information to be seamlessly imported, exported, and shared among platforms. With 40+ applications, there is a lot to learn, but with proper training you will be able to break down each of those applications so they become easy to use, and a fundamental part of how you do business.

Learning how to use Zoho

Like any software, the basics of Zoho are pretty easy to understand, but things get a little more complicated when you want to begin to use the program its fullest potential. Zoho CRM and business suite have many ways that can allow you to customize and automate the software so it works for your business. The problem is that the customizable options can be difficult to navigate, and Zoho technical support doesn’t always provide the answers. Often, they will just direct you to a basic set of written instructions on their FAQ section of their website. The way that you can get the most out of the Zoho suite of products is to participate in professional training that can offer you case studies and examples of how to use this software, while also teaching you the ins and outs of every feature Zoho has to offer. It is also helpful to have technical support on hand to help walk you through and troubleshoot any questions that you may have with the software.

The Marks Group offers expert-led Zoho training and support on all Zoho apps and products. Contact us at to find out more and check out our YouTube video library!

Gene Marks

Author Gene Marks

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