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Will I Outgrow Zoho CRM?

When you are searching for the ideal CRM that will suit your business, there are plenty of criteria that must be considered – such as price point, features and functionality; yet, one point that is not always considered is the ability to scale. Arguably, this is one of the most important criteria points that your team needs to review before signing on the dotted line. Why? Because most businesses want to scale and grow, which means that you need to find a CRM that will scale with you. When it comes to the Zoho CRM, the benefits of this software are many and, rest assured, it’s a CRM that will scale with you and your business.

Discover the benefits of Zoho CRM – and why you won’t outgrow this software.

zoho global

#1. You’ll join the ranks of global brands.

Did you that Zoho is used by the likes of Amazon, Benchmark, Mogl and Selectra?

They all have one thing in common. They’re huge.

All of these brands (and so many more) are massive in nature, and global in business reach. They rely on Zoho, and Zoho has scaled with them along the way.

#2. Zoho add-ons and integrations will expand your team.

There are many integrations that Zoho offers, and many that we offer here at ZBrains. Below are our favorites:

HelloSign integration

This integration allows you to sign documents with HelloSign and integrate it with Zoho CRM or our quoting (CPQ) tool. One of the major setbacks to signing contracts or proposals is the need to physically sign these documents – HelloSign eliminates this need.

Commission Calculator

This calculator is something we offer here at ZBrains. The calculator helps determine commission calculations, approvals, statements and payroll integration. You can learn more here.

zoho quickbooks integration

QuickBooks integration

Need to update customer purchases, sales orders, invoices and more? Integrating Quickbooks with Zoho CRM allows you to know where your clients are at in every point of the cycle.

SmartScheduler

The SmartScheduler from ZBrains gives you the ability to search through employee information such as calendar availability, proximity to client, area of expertise, and any other data that can be collected from Zoho. This gives you, the business manager, the ability to set appointments with others in as easy as 1,2,3.

#3. It’ll remind you when your calls and meetings are coming up.

Instead of adding new team members as soon as you see growth occurring, why not consider working smarter? We love the ability to get reminders and make calls with the Zoho CRM. With the Zoho PhoneBridge, you will receive reminders to attend every scheduled call; you can also make calls from the CRM, which means you can stop wasting time by dialling phone numbers.

#4. Automation is key.

Much like working smarter with phone calls, automation will make you work smarter.

You can automate follow-up emails, processes and new meetings. For example, when you finish a call with a prospect, you can automate an email sequence to follow in order to move them further down the funnel, or develop a proposal.

zoho security

#5. New clients and employees mean you need higher security.

As you scale, you need to have the highest level of security with new clients and processes. After all, it’s difficult to scale when security is a challenge.

We’ve written a great blog on the security features of Zoho that we love here at ZBrains.

Zoho is ideal for a team of any size. Though the company focuses on small to medium businesses, should your team expand and revenue explode, Zoho will always be there for you. The benefits are plentiful, and the ability to scale delivers far beyond what other CRMs provide.

To learn more about how Zoho can scale with you, connect with us here.

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