At The Marks Group, we sell and implement five Customer Relationship Management (CRM) applications and currently serve more than 600 companies who use these applications to increase their sales, improve customer service and grow their profitability. A good CRM system, when implemented properly, will ensure that important tasks are never falling through the cracks, critical information is being shared by everyone in your organization wherever they are and the value of your company is increasing.
Zoho One has positioned itself to be one of the most used suite of products for all of your small business needs. CRM, book keeping, marketing, web development, and beyond, if you need it, Zoho One probably has it. To keep up with the demand of its customers, they recently released some new platforms and upgrades. I’ll provide a brief overview of the changes today, and will do a deeper dive into the new products in upcoming blog posts.
Zoho Projects is one of the most popular project management tools on the market. It is a straightforward, web-based program that allows you to collaborate with your team. Projects make sure that any business venture can be completed in a cooperative and organized manner. Many of the businesses that we work with at The Marks Group have teams that work together from across the country. Zoho Projects is the perfect digital meeting space so everyone can work together on a shared business goal. Here, we’ve compiled three of the best reasons why you should use Projects.
No matter the size of your business, one of the most important things you can do to assure success is hiring a great staff. You want to be sure that your employees are reliable and hardworking- things that you can’t always tell from looking at a resume. Hiring employees can be time a time consuming chore that is difficult to sort through… especially if you don’t have an HR department to narrow down resumes for you. Enter: Zoho Recruit. Your one stop hiring tool to meet all of your recruitment needs.
The Zoho business suite is a small business’ one stop shop for all of their program needs. If you are using programs in Zoho such as Books, CRM, or Inventory, using Zoho Invoice should be a no-brainer. So what does this program do, and why should you use it?
Are you thinking of learning Zoho CRM all on your own?
If you are, it’s fine. We have plenty of clients who take on their training independently and I respect that. In fact, the videos that we offer on Marks Group Live are there to supplement your in-house training. They also provide advice, tips and tricks for using the application well. If you decide to self-train you may be fine. But there are some big pitfalls that you should be aware of. For example…
Back in the day people would build their databases using products like Microsoft Access or Filemaker. This evolved. Now software companies like Intuit makes Quickbase and Zoho makes Zoho Creator. These do the same things with one huge difference: they’re in the cloud.
Because Zoho Creator is a cloud based app creator you can build your own systems completely from scratch in a hosted environment that can then be accessed by whoever you want wherever they are and the app can be integrated into other cloud based applications, particularly Zoho applications.
Any person in sales knows the grind… you have a sales target to meet by the end of the week/month/quarter, and you do what you need to do to meet that goal. Sometimes it’s stressful, sometimes it’s easy, and sometimes it’s downright boring. It can be serious work meeting your goals, but I guess that’s why they call it “work” and not “have fun all day”. But even when you have to work, there are ways you can make it more exciting- enter Zoho Motivator.
What is Zoho Motivator?
Zoho Motivator is an insight driven application that is meant to motivate (duh) your sales team. Motivator “gameifies” your sales and has many interactive features like a leaderboard, contests and scorecards, to make sales fun and encourage your team to take their sales to the next level. With an application like Zoho Motivator, you can engage your sales team, which can improve productivity. When a member of your staff feels motivated and excited to come to work, you can build a team that is dedicated and excited about the work that they do.
What Else Can This Program Do?
Beyond making sales fun, Zoho Motivator is a great place to collect sales data. Motivator tracks each salesperson’s process, and can see how long it takes them to close deals. If once of the members of your team is having trouble closing a sale, motivator will analyze the pattern of that employee and see where they get stuck. With some simple coaching, and the data from Motivator, you can take your sales team from great to amazing.
Build Confidence with Motivator
You can also track and display you team’s accomplishments with Motivator’s leaderboard. You can create short term and long term “contests” to see who can sell the most in an allotted period of time. Motivator even has a live ticker tape function that allows your team to display up to date sales as they close. Build morale by celebrating every sales milestone in real time.
Integrate with the Zoho Platform
Like every other Zoho application, Motivator easily integrates with the Zoho suite of products. In the case of Zoho Motivator, this is most helpful when you integrate with your Zoho CRM. Information from your sales and deals can automatically map over from each program. Also in Zoho CRM, there is a feature called “gamescope”, which incorporates the games and incentives that are set up in motivator.
Learn Zoho Motivator with Marks Group Live
At Marks Group Live we have an extensive library of Zoho training videos where you can learn all about Zoho Motivator as well as other Zoho products. By having our experienced trainers teach you these programs, you can maximize your productivity and get the most out of the Zoho One business suite. Beyond our trainings, you can also join us for bi-monthly webinars where our trainers will take a live deep dive into frequently asked questions about Zoho. You can check out our pricing plans here.
One of the greatest things about the Zoho One business suite is that you can customize all of their applications to meet your production needs. While these programs are highly customizable, there is still a limitation on the applications in the suite… so what if your business needs something else? Unique businesses deserve unique platforms for all of their professional requirements. Enter Zoho Creator.
One of the questions we get most often at Marks Group Live is “what is the difference between the campaigns module in Zoho CRM and the Campaigns platform on Zoho One?”. This is a very good question, and one I’m going to review today. In short, both programs have the capability of sending out mass emails to your client base… so why two different programs?