
Just think of the time taken to find a contacts email they sent you 2 months ago, the copy of the follow up document you sent them along with the day, time and notes you made of the call you made to them. Wouldn’t it be great to be able to have a page for each contact or lead where all of this information is to hand? How easy would it be to see all their details on your mobile device when you are due to meet them along with a map? With one click you could also see which other leads are close by.
In Zoho CRM you have an extensive array of fields that you can customise to your needs. If you’re a teacher you could record all the grades your pupil has achieved during the year and see the progress they have made, attach their work, see which emails their parents have received and even if they opened them.
What if you are overseeing 3 sales reps, how beneficial it would be for them to update calls they have made and received straight to the CRM from their smartphone – which you can see from the office instantly? Their calendar is updated from the office and they can access all the account information they need for their visit on the mobile.
Zoho CRM is an essential tool for a company that knows every action costs time and money. Saving 10 seconds each time someone needs to find an email, phone number, document or other vital information compounds to become a big saving over the course of a year. Staff become more productive and find their role easier. Management have access to full analysis on each section of the pipeline with detailed customisable reporting functions for everything from user activity to call reports.
What about other CRM offerings? Zoho has risen to the top of it’s sector by being the most cost effective, flexible CRM on the market. For up to 3 users it is FREE. If you require extensive functionality and many users there is a small charge per user. Upgrading and downgrading is available at any time with no lengthy contracts to sign or software to install. All you need if Wifi.
Hook Solutions are Zoho UK Partners and able to assist with customising Zoho CRM to your needs. We pride ourselves on offering outstanding support and training to ensure your transition to Zoho is smooth and painless.
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Please Call: 01202 282929
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