How to Successfully Implement a CRM

CRM Consultant

Ready to streamline and improve all of your work processes with CRM software? Zoho CRM offers the tools to transform your daily sales operations into a simple, systematic process. Monitoring, measuring, tracking, and analyzing sales data has never been easier. But having the right CRM with marketing automation is futile if you don’t leverage it to its full potential. Working with a CRM consultant is the best way to ensure a successful and speedy implementation. Let’s review the advantages of choosing Zoho for your CRM solution, along with our best practice tips for implementation. With the help of Enable and Zoho CRM, you’ll have the tools and knowledge to improve your sales processes.

What is the purpose of Zoho CRM?

CRM software streamlines your sales, marketing, and customer service departments into one platform. Fully customizable, Zoho’s CRM is suitable for organizations of all sizes and industries. Whether your company is B2B, B2C, SMB, or an enterprise all its own, the Zoho CRM offers plenty of powerful business software tools. Here are just a few reasons why your company should consider choosing Zoho for your CRM needs.

  • Improve sales
  • Boost business processes
  • Data-backed decision making
  • World-class data security and compliance
  • Accessible from mobile
  • Improve customer satisfaction
  • Sales force automation
  • Business process management
  • Omnichannel communications
  • Sophisticated analytics
  • AI-predictive sales and business intelligence

Tips for a successful Zoho CRM implementation

Implementing your CRM software can easily become confusing and overwhelming. After all, with so many features and Zoho CRM integrations available, it’s hard to know where to begin! Our licensed CRM consultants would like to help you optimize your CRM implementation. Let’s go over our most valuable tips for implementing Zoho CRM in order to best utilize the features of this platform.

1. Identify your problems

Before you begin using your CRM software, ask yourself about the biggest points of frustration that you’d like to address. Consider the areas in which a CRM can help your organization improve. Spotting the main problems within your workflows will help you know what CRM aspects to focus on first.

2. Decide on your goals and targets

Consider the aspirations that you’d like to achieve with Zoho implementation. Identifying your goals helps to guide your company towards making the right decisions to actualize them. Having a clear vision for your ambitions allows your business to plan CRM sales processes for achievement.

3. Identify what you need from your CRM

Now that you have identified your struggles and goals, how can your CRM serve your requirements? You’ll need a clear understanding of the tools offered by your CRM system to choose the correct path to achieve your aspirations. Whether you wish to automate lead-tracking or grow your audience, Zoho’s CRM will have you covered.

4. Choose between DIY and working with a CRM consultant

Once you plan your path of action, it might be well-worth using a licensed Zoho consultant to implement your system. Working with an expert CRM consultant is often the most efficient way to get your CRM up and running to your requirements. As a business owner, your time is precious. Avoid spending excess time trying to learn the nuances of CRM implementation by hiring a professional. An experienced CRM consultant, like Enable, will provide the best advice for your unique needs. You’ll enjoy a thoughtfully-designed system, equipped to handle your specific workflows.

5. Vet your CRM consultants

Zoho makes it very simple to verify the legitimacy of a Zoho consultant license holder. From the Zoho website, you can search for your CRM consulting partner to ensure they are licensed to practice. Zoho takes care to help users connect with experienced professionals for all CRM consulting needs. You won’t need to worry about the expertise of your CRM consultant when you work with Enable! Our licensed CRM consultancy helps customers from all industries to leverage Zoho to best serve their needs.

6. Customize the CRM for your business needs

Once you connect with a consultant, it’s time to talk about your CRM software needs. Zoho CRM offers both horizontal CRM, which customizes existing software for your business needs, and vertical CRM. A vertical CRM is industry-specific, so it is already tailored to support the unique requirements of your field. Vertical CRMs can be further customized to tweak minor features for your particular business. Zoho’s CRM software allows your company to use this platform in the way that best fulfills the needs of your organization.

7. Align your industry jargon and nomenclature

The industry-specific lingo used by your teams can be customized within your CRM software. Using uniform language helps your teams adjust to the new system, and ensures that everyone is on the same page. Make your CRM more relatable to your employees by keeping industry terms consistent across platforms.

8. Ensure team cooperation

For a successful implementation, you need to engage your entire team. Foster speedy and full user adoption by introducing your new CRM software comprehensively. When you work with a CRM consultant, like Enable, take advantage of team training events to get your entire staff excited about using Zoho. Our Zoho consultants will help your teams navigate through using the CRM to yield the best results. We make operating Zoho’s CRM so simple that even the most tech-adverse users will feel confident participating.

9. CRM training

Mastering new CRM software doesn’t happen overnight. Different people learn at different speeds. Giving your users enough time to understand Zoho’s CRM with marketing automation is essential. With proper training, your team members will feel comfortable sharing their struggles. Enable will ensure your users have a solid foundation of CRM skills, so everyone can leverage Zoho to its full potential.

10. Integrate your CRM with other business software

Zoho CRM integrations keep data synced between all of your business applications. You’ll save enormous amounts of time by avoiding manual data entry and reducing your margin of error. Align sales systems with marketing and customer support to give your staff a holistic perspective of each customer. Using a CRM consultant spares you the complications of establishing new integrations outside of your CRM. With the help of Enable, you can hit the ground running with fully-functioning CRM integrations.

Schedule your introduction call to Enable today!

Ready to unlock the unrivaled power of Zoho’s CRM software? Enable has the knowledge and experience to make your implementation efficient and effective. When it’s time to get serious about Zoho CRM, call Enable to schedule your free introductory call. We’ll review the Zoho CRM price tiers, and help you select the right solution for your organization.

Q. What makes a successful CRM implementation?
A. To have a successful CRM strategy means that you need to define how your work processes will change, what steps you’re going to take at each implementation stage, what you want to achieve and how you’re going to measure your goals, and how a CRM is going to complement your business development plan.

Q. Who implements the CRM?
A. The CRM planning process is normally carried out by CRM consultants. These people have a good understanding of the CRM being implemented and work at the start to make sure that the system is set up correctly and that the data migrates. If there is no in-house specialist consider hiring one for the project.

Q. What benefits does a business get from CRM?
A. CRM system can benefit your business by helping you centralize, optimize and streamline your communications with customers, and become better in these 6 areas.
Better knowledge of customers
Better segmentation
Better customer retention
Better anticipation of needs
Better and speedier communication.