Zoho CRM

The Zoho suite of products is notoriously user friendly- that is why millions of users around the world choose to use it. So why, pray tell, would you need training on how to use their programs? So, it is true that Zoho is user friendly, but beyond it being easy to use, it is a suite of powerful and customizable programs and training can help you get the most out of them.

It takes a lot to choose which software you want to use, buy, and set up, and often training gets left to the wayside. We see it all the time, once clients learn the basic function of a program, that’s it… training over. What that often does is leave 80% o the software not being utilized. Even the most “tech savvy” employee can benefit from learning about tips and tricks of new software, no matter how user friendly it is. So as the owner of a business, why should you pay for extra training?

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The Zoho One business suite has many products that seem to serve the same purpose. We often get many questions about this, but none more than the difference between Zoho Springs and Zoho Projects. This makes sense! Both of these programs are project management programs where you can work collaboratively with your team to complete a shared goal. Although the goals of these programs there are some distinct differences between them. Today I’m going to review the differences between these two programs, so you can choose the one that is best for your business.

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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.

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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.

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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.

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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.

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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?

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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…

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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.

The Marks Group offers expert-led Zoho training and support on all Zoho apps and products. Contact us at info@marksgroup.net to find out more and check out our YouTube video library!