Approx. 100 million people use Zoho, But do they use Zoho correctly?
Zoho CRM can help you generate leads, increase sales, and manage your business worldwide. Zoho CRM does many tasks to make your life easier and help you achieve your goals faster. It offers different tiers for its services depending on your company’s size and utility.
This blog will help you understand the Zoho CRM mistakes to improve your workflow.
What is Zoho CRM
Zoho is a leading SAAS-based company specializing in developing web-based applications. It offers a range of features, including a Customer Relationship Management (CRM) platform, an online workspace for teams, and various other services. The Zoho CRM platform is a comprehensive suite of CRM solutions, allowing users to customize their interface with the help of Canvas. All of these features are available without the need for coding.
Zoho CRM Features
Many features of Zoho CRM are beneficial for your business growth. Some of them are given below:-
Salesforce Automation
Marketing Automation
Workflow Automation
Lead Management
Sales Process Builder
Omnichannel
Performance Management
Customization
Security
Predictive Sales
10 Common Zoho CRM Mistakes
No matter how much effort you put into not making mistakes during the CRM implementation process, something always needs to be fixed. When CRM systems were first introduced, they provided businesses with a long-term approach to engaging and managing customer relationships quickly, closing more deals, and automating repetitive tasks.
One of the biggest mistakes people make when implementing Zoho is why you should choose our database considering it a “one-for-all” solution. After implementing Zoho, you’ll lose a lot of leads, your sales processes won’t work, and there won’t be many follow-ups. While it is important to note that the system is intended to facilitate the sales process, it is also essential to recognize that it alone will not successfully expand the business. Maybe you are making some mistakes in Zoho CRM.
This blog will look at 10 common Zoho CRM mistakes slowing you down!
1. Not Using Mobile CRM
Having a CRM on your phone is great because you can access it whenever and wherever you want. Unfortunately, many businesses make the mistake of using their CRM on their phones instead of their computers. But don’t worry, a mobile CRM will keep you up to date with all your tasks without you having to be at the computer all the time.
If you don’t use your mobile CRM application correctly, it can slow down customer response time and increase the risk of missing essential customer updates. Most salespeople using mobile phones can fulfill their sales quotas better than those without.
If you want to ensure your sales team uses the right CRM system, you can pick one with a great mobile app and make sure they’re downloading and using it. Studies show that when teams use mobile CRMs, they tend to be more productive overall.