Skip links

5 Signs You Need Zoho One CRM

VBS IT Services

Zoho One CRM

Customer relationship management (CRM) systems like Zoho One CRM are just as important as what you sell. Consider this. According to Gartner, the CRM market was worth almost $37 billion in 2017. This means that some of your competitors have already incorporated a CRM system into their business. You don’t want to be left behind.

“How you gather, manage and use information will determine whether you win or lose.” -Bill Gates

5 Signs That You Need Zoho One CRM

1- Your Leads Are Overwhelming You
You’ve got a lot of new prospects, but you can’t keep up with the leads that are flowing in. That’s a good indication that you can use this kind of customer relationship management system. Making sure that your leads are in a CRM system with automated workflows that automatically prioritizes them, distributes to the appropriate salesperson, a follow up email is sent and call reminder is automatically scheduled, allows your sales team to get back to prospects quickly. This ensures a higher chance of turning leads into deals and that nothing falls between the cracks.

2- Your Client Retention is Lagging
Getting customers is tough. Keeping them is even harder. Zoho One CRM can help you be proactive when it comes to customer service. With built in AI (Artificial Intelligence) this technology can help you anticipate their needs rather than respond to their complaints.
As your company grows, you need a system that grows along with it. Sticky notes and spreadsheets are great when you’re a start-up. Not so much when you start to branch out, hire more employees and expand operations.

3- Your Client Follow Up is Lacking and Not Measured
Not being able to easily manage and track follow-up with contacts on a regular basis means that you will lose sales. CRM automation allows you use automatic workflows to trigger activities such as sending an email, schedule reminders for renewals, follow ups or upsell opportunities. These activities sync calendars and emails so critical times and dates pop up as a reminder and nothing gets missed.

4- You Have Different Sized Accounts
The right CRM system can help you differentiate between clients. If you’re like most small businesses, you’ve got big customers and smaller ones. Zoho One CRM provides your team with the tools to prioritize their time on customers that will generate the revenue to meet the business goals. This automated technology helps you to stay in touch by reminding you when to reach out to both.

5- No Reports – No Measuring of Your Success
If you have salespeople who are entering data manually into a spreadsheet, chances are reports are not available. If you have no data to measure your business success, you have no idea on what to improve.

“What’s measured improves”
― Peter Drucker

Imagine having all your data in one easy to access location? Having that kind of real-time, automated reporting makes accurate analysis easy. See it in the Zoho Analytics live dashboard or have the reports emailed daily or weekly. The information will be at your fingertips on demand.

It’s another way Zoho One CRM can boost your bottom line and grow your business. We can help bring clarity and educate you on how to find the best software for your business needs. 

VBS IT Services is dedicated to making sure your small business becomes everything it can be. If you’re looking to grow, we are here to help with Zoho One CRM and other technology cloud software solutions. We are dedicated to industry-leading customer support and service. Our number one priority is being your partner in computer technology maintenance, data protection and Zoho One CRM solutions. Click on the convenient tab to get in touch with us today.