top of page
Search
  • Bryan Tamburrino

This is How You Should Use Zoho CRM to Build Your Small Business

Updated: Dec 20, 2022



Introduction

If you're working in a small business, you know how hard it is to keep everything running smoothly. You have a lot of responsibilities—and not much time or money to devote to the administrative side of things. Zoho CRM can help you streamline your workflow and automate repetitive tasks, so that you can focus on what matters most: your customers, employees and investors.


1. Workflows

Workflows are a powerful way to automate your sales and marketing processes. They can be used to manage campaigns, collect leads, set reminders, and send emails.

Let's say that you want to automatically follow up with customers after they fill out an online form on your website. You can create a workflow with stages such as "Send email", "Check email" and "Notify sales rep". When someone fills out the online form (event), the workflow triggers itself and moves through its stages until it reaches completion (completion).


You can also set workflows for handling different types of campaigns by adding different steps in each campaign's workflow.


2. Readymade Pipelines

A pipeline is a sequence of business activities that your customer goes through when they contact you. It’s also known as a sales funnel.

A pipeline can be set up in Zoho CRM by creating stages, and setting tasks at each stage to track your customers’ progress through the sale. This approach allows you to automate your business processes, so that everything from tracking leads to closing deals becomes more streamlined and efficient. You can also create templates for different types of customers, making it easier to manage pipelines with multiple clients or product lines!




3. Automation

Automation is an additional benefit of using Zoho CRM. It can help you save time, money and manual effort, thereby increasing productivity while also allowing you to get more done. This can be especially helpful for small businesses that have limited resources or don't have many employees.


If you're not sure what automation is, it basically means setting up a system or process so that certain tasks are completed automatically without the need for human intervention. For example, if one of your goals was to increase sales by 10% this year and then set up automated reminders in Zoho CRM to send follow-up emails after every conversation with customers who were in the pipeline but didn't convert into customers yet? That would be considered "automated" because once you set up the reminder email workflow (which includes adding recipients), all you need to do is sit back and watch as those emails go out on their own accord at intervals according to your predetermined schedule(s).


4. Integration

Zoho CRM has integrations with other business tools to help you manage your business. Say you're using Google Drive, Slack, and Asana for various tasks in your small business. With the Zoho CRM connector, you can quickly add a record from these other apps into your tracking system.


The integration with Google Drive is especially useful because it allows users to create contacts from emails in their Gmail inboxes and then assign those contacts as leads or customers in Zoho CRM. This way, all of your important data about prospects or customers is stored in one place (instead of spread out across multiple systems).


The integration feature helps businesses streamline their sales process by linking several applications together so they can be accessed from one central location rather than having to log into multiple accounts on different platforms—this saves time and reduces errors when trying to find information about potential clients!


5. Custom Applications

Custom applications are a great way to take advantage of the full potential of Zoho CRM. If you have specific needs or want to automate certain business processes, custom apps can help you save time and improve efficiency. For example:

  • You could create an app that automatically sends out regular email newsletters to your customers.

  • Or create an app that tracks lead conversions by monitoring social media posts from your website, then creates tasks in Zoho CRM for follow-up actions with each new prospect. No more forgetting about leads!

Zoho CRM's powerful app builder lets you build just about anything using any data source—from Salesforce to Twitter—and easily deploy these apps across all users in your organization.





Zoho CRM can help you build your small business

Zoho CRM is the most popular CRM in the world and it has been used by small businesses, large enterprises and governments to help manage their sales pipeline, track new leads and sales, automate business processes.


In this article I will show you 5 ways you can use Zoho CRM to build your small business.


Conclusion

Zoho CRM is a powerful tool for small businesses. It can help you manage your customers and keep track of your sales leads. With the help of Zoho CRM, you’ll be able to boost your productivity while saving time and money in the long run.


2 views0 comments
bottom of page