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Tips for Using CRM Database Systems

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Tips for Using CRM Database SystemsFor over 15 years, we have been selling CRM database systems. These systems have seen a lot of changes over the years, but when it all comes down to it, they are all databases at their core. You’ll often hear all kinds of buzzwords when it comes to CRM database systems, like “automation” and “workflows.” But these things don’t work too well without one crucial component: the data.

Although these systems can be powerful tools for helping businesses run more efficiently, they often fail when users don’t realize that they are nothing more than databases. Instead, some users get caught up with the bells and whistles of the CRM system and all of the different features. While it’s good to maximize your CRM system and all of its uses, it’s important not to forget that getting the most out of these things means making the data your first priority. Advanced things, like automation and marketing, can’t be done if the data is incorrect.

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Warning: Multi-Lookup Fields Not Supported in Zoho Mobile App

By CRM, Zoho, Zoho CRM, Zoho Tips No Comments

Multi-Lookup Fields Not Supported in Zoho Mobile AppZoho recently added the multi-lookup type field to Zoho CRM, which allows you to create an N to N relationship between two modules by adding just one field.

Previously, users had to use a custom module. On the surface this seems great; however, if your users prefer the Zoho mobile app, be warned that this field type is not supported in the Zoho mobile app.

A multi-lookup field in the desktop app has a lookup icon that opens a search box.  In the screenshot below, a custom module, Touch Events, has a multi-lookup field called Event Participants that links to the Contacts module.

You can see the lookup icon to the right of the field. When the icon is clicked, a multi-select search box opens, where users can then select multiple contacts to connect to the record.

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Top 4 Reasons Why CRM Platforms Fail

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Top 4 Reasons Why CRM Platforms FailCRM platforms are meant to help improve business operations, but a small percentage of the time, these CRM implementations fail.          

Usually, things started off great and everyone at the company is excited to use the new CRM platform. But eventually, things start to go wrong. Some people will say it’s too much work; others will say it’s a different system than what they expected. After some time, they stop using it altogether and that is when things fail.

The success of a CRM platform depends on the entire team working together and being on the same page, so even if just one person stops using it, it can potentially snowball and cause the system implementation to fail.

The following are the top four reasons why CRM platforms fail in organizations, and by knowing about some of these things ahead of time, you can take the steps needed to ensure your new CRM system is a hit.

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Salesforce.com – Using Process Builder Flow to create a running total of Order Sales Amount on an Account Record without Using a Rollup

By CRM, Salesforce CRM 13 Comments

When reviewing an Account’s orders, it can be helpful to see the total amount of Orders or sales the Account has had.  By creating a custom currency field on the Account object and a flow to update the value each time an Order is completed, you can create a summary field without having to use one of the allowed Rollup fields. Read More

CRM Examples: Industry-Specific and Generic

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CRM Examples: Industry-Specific and GenericA lot of products and services these days focus on certain industries. In some cases, these products or services that are industry-specific might make sense. But what about when it comes to CRM systems? You may be overwhelmed with all of the different CRM examples you’ve likely heard about, and depending on the industry you operate in, might feel that an industry-specific CRM system is the way to go. But is this really the best option?

 

An example to consider

Let’s say you work for a news outlet and your team offers digital marketing services for the publisher’s customers, and the team’s primary tasks include creating and placing the best promotions possible to increase the success of their clients’ companies.

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Removing Tags in Zoho CRM

By CRM, Zoho, Zoho CRM, Zoho Tips No Comments

Removing tags in Zoho CRMZoho CRM has so many useful features, and they’re always adding new features to help improve efficiency. The tag feature was initially added to Zoho CRM about two years ago. Tags are a quick and dirty way to slap a record with an open-text entered category, and subsequently be able to pull a list of records with the same tag. Tags are displayed just under the record name at the top of the record for a super convenient reference.

When it comes to adding a tag in Zoho CRM, it’s a fairly straightforward process. But do you know how to remove a tag in Zoho CRM? It can be a little tricky, especially for those new to Zoho CRM. But in our latest blog, we provide simple step-by-step instructions (along with a visual) to help Zoho CRM users easily understand how they can remove tags at any time.

How to remove tags in Zoho CRM

First, you can display a list of records in the module with the same tag, by opening a record and clicking on the tag. To remove a tag from a record, or group of records, you simply select the record(s) from the list and then selectd “Remove Tags” from the drop down “Tags” button.  You can also use this same process to mass add tags to records.

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What is Zoho CRM?

By CRM, Zoho, Zoho CRM, Zoho Tips No Comments

What is Zoho CRM?Customer relationship management, otherwise known as a CRM, is one of the most helpful tools that any business could use. So, what is CRM software and what is Zoho CRM?  Some people refer to a CRM system as a rolodex on steroids. It’s a one-stop shop where you can keep all of you client’s contact information, organize your business deals, track marketing campaigns, and so much more. Zoho released their CRM software in 2005, and since then has been improving and updating to truly focus on the “relationship” part of customer relationship management. Zoho CRM is widely used across the world due to its low cost, and different software programs that are easily integrated into the main CRM.

 

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Getting Your Salespeople to Use Zoho Tools

By CRM, Zoho, Zoho CRM No Comments

Getting Your Salespeople to Use Zoho ToolsIn order for your CRM system (whether it’s Zoho or another system), to be successful, your team must be willing to use it. As amazing as Zoho tools might be, it doesn’t help if all or a portion of your team doesn’t use it. Your salespeople might have various reasons as to why they don’t to use it: perhaps they prefer their spreadsheets, the forms are too cumbersome, or they feel the process overall is too slow. In order to ensure your business’s CRM system doesn’t fail due to a lack of use, be sure to try the following:

Keep things simple

Your salespeople may be overwhelmed at first when you bring Zoho tools into the mix for their day-to-day operations. Start off small and only focus on what matters. Don’t have them input too much data and only focus on the data that’s critical. Otherwise, they can become frustrated quickly.

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