Zoho CRM UK Free version – some hints and tips

Small business CRM ideas that can help you to save time and money by becoming a paper free organisation that is able to access company information and contacts when you are on the road or on holiday.

Zoho offers a free version that has key functionality, with the recent changes to their packages this now allows all users access to the mobile app for CRM.  Ideal if you need to find the address or contact details for a meeting when on the road or see which other prospects or contacts are in the area for a quick drop in meeting. There is no cost at all for up to 3 users.

Most small companies start with an Excel spreadsheet and a multitude of small apps that enable them to have access to their main business data.  CRM is the ideal solution to manage this data from the moment a prospect fills in a web form or calls you right through to follow up, months, or even years later. The Zoho CRM system even allows you to connect with social media through Facebook, Twitter and LinkedIn.  Being cloud based means there is maximum flexibility for home workers, freelancers and part time staff, this access would not have been possible previously.

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So our top hints and tips for trying Zoho CRM:

• Ask us for a quick demo to show you how effective Zoho can be
• Try out the FREE version for a couple of weeks
• Book a training session so we can provide a few tips and highlight functionality
• Try to use it every day – anything new takes to time to become familiar with
• Think in detail about every part of the processes you use on a day to day basis
• Explore and call us if you need assistance
• Use the social functions as prospects are often more receptive to communication

There are many little functions that the CRM is capable of that are often not realised by companies even when they have used Zoho for a long period. Please do get in touch, we can save you an awful lot of time by suggesting little amendments, functionality and processes that make it easier for you to perform your daily duties.

Hook Solutions specialise in helping companies understand  Zoho CRM, particularly for clients in the UK. We can assist with processes and progress that could be made by making use of the extensive array of tools from marketing automation, social media, reporting, data segmentation and additional apps like Zoho Survey, Invoice and Campaigns.

Drop us a call to discuss – 01202 282929