Mafalda Martins Technologies have become an indispensable tool nowadays, namely in the professional area. Software, databases and systems have taken over companies and organizations in order to facilitate and help managers in their daily lives. For this reason, several digital platforms were emerging and gaining dimension in the market, such as Zoho CRM.
Zoho is a technology that contains the most varied applications to help the human component, such as: Zoho Writer, Zoho Notebook, Zoho Docs, Zoho Show and many more. Besides this, it works with applications within 6 complementary areas: Marketing and Sales, Finance, Email and Collaboration, IT & HelpDesk, Human Resources and Custom Solutions..
With the advance and innovation of technologies and, also, of the market, new applications were introduced in order to complete its offer within each area. Some of the applications are more targeted to the professional sector, like Zoho CRM and Zoho Campaigns.
What is CRM?
CRM is an acronym for Customer Relationship Management. Initially, its focus was to optimize customer relationship management, but with a company-focused aspect. However, nowadays, it is more integrated in a strategic aspect, in which the customer has the main focus and is the basis of the strategy. Its performance within a company presupposes the junction of marketing, sales and customer service in a single platform, in order to record the whole process and simplify the work of employees.
How Zoho CRM works?
Zoho CRM works on the basis of the above criteria and objectives, always with a strong focus on optimizing the customer experience. This software integrates 8 key aspects to deliver on its promise: vision, strategy, metrics, collaboration, customer experience, processes, information and technology. This way, Zoho CRM claims to be for any kind of company, B2B or B2C, and of any size, from SME to Enterprise.
Zoho CRM Tools
The key tools that belong to the software are several and are all integrated within the system, complementing each other:
- Lead Management;
- Contact Network Management;
- Business Management;
- Email Management;
- Sales and Marketing Automation;
- Reporting and Analytics.
Recently, Zoho also launched Mobile CRM, an application for any device and operating system. It integrates all the necessary functions, with the advantage of being mobile, making it easy to access and update data anywhere: something particularly useful for the Sales team.
Pros of Zoho CRM
✔ Easy use and accessibility
The software was created to help and make the day-to-day life of managers easier. Zoho was designed in a simple, clear and user-friendly way. It is also possible to integrate some external applications to the system, such as Google Apps for Business.
✔ Affordable price
Besides being adaptable to any type of company, its cost is very accessible. It has a diversified price table, appropriate to the needs of each entity.
✔ Frequent Updates
Zoho is highly valued for being a platform that emphasizes innovation and evolution. This is seen in its CRM software, which is frequently updated, always with the aim of improving the application and helping the user.
✔ Automatic connection and export of external contacts
Automatically connecting and exporting external contacts to the system is a valuable function for companies, since it allows the system to be fed with data from outside the system and from various sources.
✔ Multichannel Data
The analysis of data and interactions from various sources is a very strong advantage for Zoho. This becomes an effective method to get to know the individual and to establish a higher quality relationship with them, being able to record data through email, social networks and phone calls.
It also allows integration with some platforms and applications of high relevance to companies, namely Linked In Sales Navigator, Mailchimp and Google.
✔ Information in the Cloud
The use of a cloud to store all the information needed by the company has a major advantage associated: the permanent availability of data and real-time update. This task was made easier with mobile access through the application, it allows the collection and updating of data anywhere and anytime.
Cons of Zoho CRM
✘ Weak technical support in Portugal
Customer support and support is a necessary tool for the good functioning of the system and consumer satisfaction. However, there is a discrepancy between support in Portuguese and in other languages, with more information available in English, for example. This way, it becomes a problem for people who do not speak more languages.
✘ Small bugs
There are several records of small errors in the system that, although easy to fix, prove to be complicated and disrupt the performance of small tasks.
✘ Weak integration with social networks
Despite their extensive connection with various platforms, social media needs stronger interaction with Zoho CRM. This can be a critical factor for companies that base a large part of their customer relationship on social networks such as Facebook or LinkedIn.
Want to see how Zoho CRM can improve your company’s sales?
The market is full of different CRM solutions, so choosing the right platform for your company can be a challenge.
As experts in marketing technologies, we help you to think about your marketing and sales strategy and to find and implement the right technologies according to your needs.
With Liminal you will have access to experts who will analyze, design and implement marketing and sales strategies and operations, supported by technological systems, such as CRM – Customer Relationship Management or Marketing Automation, which guarantee the growth of your business.
Talk to us and choose the best platform to your company’s needs.