When new clients come to us at ZBrains, we often hear one of two things – either they have faced significant challenges with a previous CRM software they have used and they’re ready to move on, or they have just signed with Zoho and are unsure where to start. With these two challenges, you could say that we’ve heard it all – from A to Z; so, you can be sure that we have answers to your common CRM issues.
After thousands of conversations with various clients, we’ve wrangled our experts at ZBrains to tell us their top 3 most common CRM issues from new clients. If you’re brand new to CRM management or perhaps you have questions about your current CRM, we’re sure you’ll identify with one (or more) of the challenges below.
Here are the top 3 common CRM issues (and their solutions).
Challenge: I can’t access my CRM on-the-go.
Imagine you want to access a client contact history while en route to a meeting, or away from your desk – but you can’t access your CRM through your phone. Ugh.
Solution: Discover a CRM that works on-the-go.
Challenge: My team does not know how to use my CRM properly.
Whether it’s because of lack of process or lack of training, your team just doesn’t understand or know how to use the major features of your CRM, it can be difficult to get your employees on-board entirely with your CRM.
Solution: Educate, Track, Customize.
Save time by tracking everything- from emails to phone calls, and meeting logs in between. Zoho has it all – enabling your team to make the most of your CRM. Have a program that educates your team on the benefits and use-cases before diving in head first. In our experience, this has truly made a difference in overall adoption and usage. Develop a solid process for your team and have customizable solutions for your business processes. Get started on the right foot by signing up for one of our Zoho implementation plans.
Challenge: My CRM doesn’t integrate with the software I use every day.
Are you always flipping through tabs, browsers, applications and spending far too much time logging-in, or recovering lost passwords?Is it just another application that you need to manage?
This is especially true for sales and marketing teams, who certainly use many, many applications on a daily basis. From CRM to email, social media posting applications and more, it can be a challenge to keep track of it all. Zoho One has 35+ integrated applications that encompass everything from CRM, email newsletters, documents, inventory, and more. Here at ZBrains, we offer additional add-ons and custom integrations for your favorite business products, such as QuickBooks, MailChimp, Magento, and more.
It’s important to find a CRM that can integrate with a variety of solutions to optimize the potential of your business. It will keep you on-track and ready to close more, win more, and earn more.
From employees using your CRM (properly) to finding software that works for all teams in your company, these are our top 4 common CRM issues and their solutions. They’ve been compiled by our Zoho certified consultants here at ZBrains who are here to help you with your burning questions. Feel free to drop us a line!