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Hiring Zoho CRM Certified Consultants Helps Big Time

Thinking About Hiring Zoho CRM Certified Consultants?  You Should Be

zoho crm certified consultants

This will undoubtedly ring true for you.  Using Zoho CRM is a great way to keep in touch with all your contacts, leads, and other business partners – and, it can certainly help you achieve a variety of business-related goals when it’s put to use correctly.  You know this, and…you’ve decided to save a bit of cash by implementing the new system yourself.

But, before we get too ahead of ourselves, just imagine this:

You’ve just acquired the licenses for a new Zoho CRM system, and, in an effort to really cut costs significantly, you’ve decided to take that plunge and implement Zoho yourself.  Your staff will train themselves, you figure.  Everyone’s used contact management software before, and, someone told you this one was pretty easy and very customizable.  Perfect.

It’s taken you three straight weeks of after-hours tweaking, but, you think you’ve finally imported all your old data and set up all your users, tweaked permissions, set up workflow automation and blueprint… You don’t even have time to relish in your success before the go-live date.  You pop into work, only to realize…

Something is quite wrong.

zoho crm certified consultants

Of course you migrated all your old data over, but…for some reason, nobody can see it.  Your salespeople are fielding calls from past customers and they have no idea what to say to them.

Not all of your staff can even log in or manage the material they’re used to.  What gives?

To further exacerbate things, you’re running a special promo today, and phones are buzzing right off your employees’ desks.  They don’t have time to waste trying to fix a new CRM.  And, for certain, asking Zoho CRM certified consultants to help you with your implementation probably didn’t cross your mind for too long.  But, now, you’d love some help…

It’s 2019.  Do you really need Zoho CRM certified consultants to do your work for you?

zoho crm certified consultants

In a word: yes.

Although this is the age of YouTube tutorials and IKEA, trying to learn as much about something as you could from a field-certified professional, especially when you have a business to run, would take far too long to be that effective.  Going it alone may seem like a great way to save capital – and, it would be, if you had a perfect memory, and all the information you needed even existed online.

Unfortunately, at least one (and probably both) of those aren’t so.

Because Zoho CRM is quite customizable, not all of its features, especially the ones you may need to use, are apparent at first glance.  Or second, or third.  You may have a great idea of how you want your staff to use your new system, but, because there are simply so many ways to get the Zoho CRM to do the things you need it to do, you may be fooled into thinking the way you discovered is the best way.

And, to make matters worse, there’s a negative effect of putting too much time into something you haven’t been fully briefed on, like Zoho CRM.

Your business suffers.

What happens when Zoho CRM certified consultants deploy your system?

zoho crm certified consultants

Well, you save yourself a big headache, for one.

And, you get to rest assured of a few other very important things:

  • Your information’s all accessible in the right places to the right people.

Zoho CRM has settings to configure who sees what pieces of information in your system, especially valuable for shared projects and for keeping outside salespeople from cannibalizing each other.  Don’t leave something this important to chance: Zoho CRM certified consultants are there to make sure everyone sees what they’re supposed to, and no one steps on anyone else’s toes.

  • Your users can get in and out scot-free.

Login issues are always a hassle, but, when they relate to your business, they can slow your entire train to a grinding, embarrassing halt.  Configuring logins seems easy enough, sure – but, how many times have you had to reset a password you knew was correct, or didn’t have emails routed to the right place?  Let a team of Zoho CRM certified consultants help you manage your users and make sure everyone has appropriate CRM access.

  • You retain the knowledge you’re given for future endeavors.

Take a man fishing and he’ll fish for a day; teach a man to fish and he’ll fish for a lifetime.  Our team of Zoho CRM certified consultants wouldn’t dream of simply taking you fishing.  They’ll show you exactly what they’re doing behind the scenes so, given enough time, even you might become a certified Zoho master yourself!  Fishing never seemed so productive, suddenly…

  • You gain knowledge of the CRM – and other Zoho apps.

One of the best things about Zoho is that there’s so much to it.  Actually, it’s both a blessing and a curse, because it can prove quite confusing if you go into customizing it without knowing the architecture of all the apps.  Fortunately, that’s exactly what we do, and it’s what we can help you with.  By working with ZBrains, we’ll introduce you not only to the CRM, but to many other apps in the Zoho family.  You may even be able to choose between suites like Zoho One or Zoho CRM Plus.   You’ll see how everything connects in order to work for you.

Take me to the river…

[caption id="attachment_681" align="alignleft" width="300"]zoho crm certified consultants These guys knew.  Do you?[/caption]

Now’s as good a time as any to head to the water and really learn about what your Zoho CRM can do.  With the help of Zoho CRM certified consultants, at the very least your business will be running smoothly, the way it should.

Leave the implementation to the professionals, and we’ll leave your business to you – and, together, we’ll make a pretty fine team.

Contact us using the button on the upper right-hand side of the screen to schedule an appointment with one of our Zoho CRM certified consultants.  You’ll never go hungry again!

Signs You Need a Certified Zoho Expert

Unlocking the Power of Zoho CRM with Expert Guidance

Zoho CRM is an effective customer relationship management software that may transform your business operations and improve client relationships. Maximizing the potential of Zoho CRM, on the other hand, necessitates experience and in-depth knowledge of the platform’s capabilities and functionalities. A qualified Zoho CRM consultant, also known as a Zoho CRM specialist, can be extremely helpful in this situation. In this post, we’ll look at the symptoms that you might require the help of a professional Zoho CRM consultant to optimize your CRM setup and promote business success.

  • Complex Implementation Issues: If you encounter complex implementation issues while setting up or modifying your Zoho CRM, it is a clear indication that you require the services of a trained Zoho CRM consultant. These specialists have the knowledge and experience to assist you manage the platform’s complexities and develop a customized CRM solution that meets your specific company needs.
  • CRM Workflow Inefficiency: Do you believe your existing Zoho CRM workflow is inefficient or not producing the intended results? A qualified Zoho CRM expert may audit your current processes and workflows to uncover bottlenecks, improve operations, and boost overall efficiency. They can provide insightful advice and best practices for optimizing your CRM workflow and ensuring smooth interaction with your business activities.
  • Inadequate Data Management and Reporting: Making informed business decisions requires accurate and insightful reporting. If you’re having trouble with data administration, data analysis, or generating useful reports from your Zoho CRM, it’s a good sign you need the help of a qualified Zoho CRM consultant. They can assist you in developing and implementing a solid data management strategy, creating custom reports and dashboards, and providing actionable insights to support data-driven decision-making.
  • Integration Issues: To help you streamline your operations, Zoho CRM offers a variety of connectors with various business tools and platforms. However, without the necessary skills, integrating Zoho CRM with third-party systems can be hard and time-consuming. A qualified Zoho CRM consultant can help you with the integration process, ensuring data integrity across platforms and enabling seamless communication between your CRM and other critical tools.
  • Customization Needs: Each organization has unique processes and requirements that may not be adequately covered by off-the-shelf CRM solutions. A trained Zoho CRM expert can assist you if you require tweaks or specialist functionalities in your Zoho CRM. These professionals are well-versed in Zoho CRM’s customization capabilities and can customize the platform to your exact business requirements, increasing productivity and efficiency.

You Might Need a Zoho CRM Certified Consultant if…

zoho crm certified consultant

We’ve all been there, sure.  Zoho CRM is an inexpensive but highly customizable way to manage all of your contacts and achieve a multitude of different business goals – and, you’ve decided to implement the cloud-based system alone, without the help of a Zoho CRM certified consultant.efficiency

Well, picture this scenario:

You’ve just bought a DIY version of Zoho CRM and, in an effort to really hit the ground running, you’ve decided to play learn-as-you-go and forgo team training.  You’ve used a CRM before, and, you’ve managed to import all of your old data.

It’s taken a good couple of weeks of solid work.  After hours.  On the eve of the go-live date, you finally put your feet up for a paltry half hour before dozing off…and then going into work the next day.

But, at the start of business, it’s immediately apparent something’s wrong.

zoho crm certified consultant

You remember importing all your data, but…you can’t see all of it, and, some of your sales force can’t see any of it.  Why not?

Some of your modules have names your employees don’t recognize, either.

Some folks are having trouble even logging in.

And, to boot, today is the first day of a promotion you’ve been running.  The phones are already ringing off the hook.

The thought of calling a Zoho CRM certified consultant probably doesn’t even enter your mind; that would just compound your list of catch-up to do.  You bravely forge ahead, much to your own and your salespeople’s chagrin, as they can hardly operate the new CRM, and you’ve wasted a good deal of effort – and cash.

In today’s world, do you really need a Zoho CRM certified consultant?

Short answer: an unequivocal yes.

It’s really true… We’ve all been there.  This is the age of DIY, and, with the wealth of information available about so many subjects online, implementing a new system yourself is theoretically a great way to save some capital.

Or, is it?

As Zoho CRM is so plastic and changeable, all of its various customization options aren’t always readily apparent.  You may have an idea of how you want your teams to interact with your contacts, leads, and active companies, but – because there are so many ways to do those them – not the best idea of how to really put those theories into practice.

And, furthermore, there’s something really HUGE that you’re neglecting by setting aside time to activate and implement such a system as Zoho CRM.

It’s your business.

zoho crm certified consultant

Leave implementation to a Zoho CRM certified consultant

What happens when you lean on a Zoho CRM certified consultant to help implement and train for your Zoho CRM?  Well, a few things.

  • You get to see all your data.

There are multiple ways to segment data for specific individuals, including undiscovered methods for data import. Ensure precision with a certified Zoho consultant, ensuring timely access to appropriate information in your system. And that goes for actually migrating data into the system to begin with, too.

  • Everyone can access their work on time.

Not being able to log in to your new system for any reason is a pain.  A Zoho CRM certified consultant can go behind the scenes and create proper credentials for all your users, making it so everyone can ease into the new system – like they should.

  • You get to use training wheels – and then graduate to a two-wheeler.

Not everyone knows how to ride a bike – but, if their business depended on it, they might see the benefit of doing so.  When you use a Zoho consultant to help implement your Zoho CRM, you’ll be able to participate in screen-sharing sessions where the Zoho CRM certified consultant walks you through the ins and outs of your new system – that is, all the options you’ll need to use, and none of the ones that will confuse things.  Eventually, you and your staff will be able to change and implement parts of your CRM yourselves – because you’ll have received training from a Zoho CRM certified consultant.  This will include facets of the CRM like workflow automation and blueprint.

  • You get to explore more than just the CRM

Ever think your way was best, only to realize your friend could do it much better than you?  It’s a humbling experience, and for someone new to Zoho, it could happen in that arena more often than you’d imagine.  Zoho famously gives a multitude of ways to carry out certain tasks–so, what’s the best way?  By sifting through your business process with a Zoho certified CRM consultant, we can figure out if CRM is even the best app for certain aspects of it.  For example, whereas it’s usually obvious that financial activities should be done in Zoho Books, did you know that Zoho Desk can keep track of all your support requests better than plain old email?  You might even have ERP needs that you thought the CRM could handle–but, it isn’t always the best tool for the job.

Finally, hiring a trained Zoho CRM Expert might be a game changer for your company. Whether you’re having trouble with Zoho CRM deployment, inefficient workflows, data management concerns, integration complications, or customization needs, these specialists can provide the direction and knowledge you need. You can optimize your CRM setup, improve customer interactions, and drive long-term business success by working with a certified Zoho CRM consultant.

Got a minute?

zoho crm certified consultant

Chances are if you have time to read this, you haven’t begun to implement your Zoho CRM yet.

Well, good.  Keep it that way!

Fill out this form to speak with a live Zoho CRM certified consultant who will be able to walk you through starting your new system, or, even starting from scratch.  As long as you don’t have to sacrifice running your business to take on an unfamiliar task, the sky’s the limit.

Zoho Certified Consultants Make CRM Deployment a Breeze

Zoho Certified Consultants Make CRM Deployment a Breeze

zoho certified consultants

Picture this:

Your business is on the rise.  You’ve gotten to the point where using an Excel spreadsheet to keep track of your clients isn’t working anymore.  There’s just a little too much going on, and you’d save a little time now by automating some of your procedures and adopting a CRM.  And, you’d probably save a lot of time later when your business expands even further, which you certainly intend to have happen…

You’ve heard of CRMs and their capabilities, and you’ve settled on Zoho.  Totally cloud-based, very customizable, and seemingly very easy to implement.

But, pause for a moment.  Here’s the kicker.

zoho certified consultants

Do you know how you’re going to use your Zoho CRM to your benefit?  To your customers’ benefit?  What about the rest of your team?

Zoho CRM is a fantastic product because it’s so malleable.  But, that plasticity also means you can take it in any of hundreds of different directions.  Do you know exactly how to make Zoho CRM work for your business?

Zoho Certified Consultants can help you with that

zoho certified consultants

Configuring any CRM to fit your exact business model can be a daunting task.  The ultimate purpose of having Zoho certified consultants around is to answer those aforementioned questions for you.  Consultants well-versed in Zoho and all its moving parts – like all of the Zoho One bundle of apps, for one thing – are familiar with many different business models and will know how to configure your Zoho CRM to work just how you want it to – and, make your business processes much easier in doing so.

The process of getting it right

ZBrains Zoho certified consultants do this by sitting with you and analyzing your various processes, “from lead to cash.”  We take note of the various software you already have in place and determine where the performance gaps are.  Then, we assess individual personalities on the team, and keep in mind your plan for scaling your business.  And, from all this, we put together a working plan for you to move forward with Zoho.

This isn’t something we take lightly!  A business process analysis is a good deal of work, and it’s meant to give you confidence in Zoho and our own solution for you before you pay top dollar for a totally custom software system.

Let Zoho Certified Consultants help you get your business working how it should

The power to expand your business dramatically and streamline procedures lies in your hands, and, using a Zoho CRM is the way for you to do it.  Let our group of knowledgeable consultants gets you moving in the right direction.

Contact us using this form, and we can schedule a call at your convenience.  We’re standing by, and we’re here to help you take your business to the next level, combining your own business acumen with the power of Zoho software.

Think Like a Zoho Certified Consultant Does

Think like a Zoho Certified Consultant Does

zoho certified consultant

Dealing with a new Zoho CRM can be tough, especially if you’ve just implemented it and you aren’t really sure what to do next.  You’ve got users to accommodate, orders to update, data to import… What do you do?  And, more importantly, how do you do it?  And, once it’s done, how do you get your team to actually use it?

At this point, it’s a good idea to enlist the help of a Zoho certified consultant.  A Zoho certified consultant is well-versed in all things Zoho, from CRM to Analytics, and everything in between.

What makes a consultant specifically trained in the intricacies of Zoho unique is his ability to answer certain business-related questions and apply their answers to your selection of Zoho tools.  That way, the consultant can determine what you actually need your CRM (and plugins) to do for you, then train your team accordingly.

Some food for thought zoho certified consultant

Answering some of these business-related questions isn’t a magic bullet, but, it will get you in the right frame of mind to think like a Zoho certified consultant.  These are the questions you may be asked by a Zoho certified consultant; as such, you’ll want to know what their answers are!

1.  Who are your customers?

The answer to this question will dictate things like which modules inside Zoho CRM will be useful for you.  You might be dealing with other businesses, in which case you’ll rely on an Accounts module to look up company details.  Or, you might only be dealing with end-users, which means you won’t need an Accounts module, which comes with Zoho CRM by default, at all.

2.  How long is a typical sales cycle for your business?

This answer is important because it lets the consultant know how you may want to use your calendar for planned or triggered events, as well as open a discussion about drip email campaigns, and your marketing funnel in general.  A longer cycle means a more drawn-out drip campaign, whereas a short cycle may mean you’ll want to focus on a different style of marketing material to reel in your customers.

zoho certified consultant

3.  Do you employ outside salespeople?

This question is important because it lets your consultant know if you’ll want to invoke certain data sharing settings.  Surely if you work in a small office, it might be perfectly acceptable for everyone to share each other’s information for the sake of communication.  But, if you employ an outside sales team – or, even an inside sales team – you may not want every team member to see leads and opportunities assigned to others for a variety of reasons.

4. Is your sales cycle simple or complex?

A consultant might ask you this because a complex process may require some more automation.  Zoho calls this workflow automation, and it’s designed to carry out processes automatically.  That means less time performing repetitive actions or copying data between modules–and less human error.  Besides workflow automation, Zoho CRM (and Zoho Desk) have Blueprint, which is a process organizer that keeps your team in line with whatever process they are currently a part of.

A Zoho Certified Consultant can ease your mind and adapt your Zoho products to fit your business

Planning to implement a Zoho product can be a stressful endeavor – and, those were only three potential questions whose answers would shape which products and services would help you the most.

Getting a lay of the land before we dig in

Just as it would be silly to start constructing a skyscraper without thoroughly surveying a building site beforehand, it’s equally crazy to recommend a solution using Zoho software without fully understanding your business.  Any Zoho certified consultant on our team can attest that knowing a client’s business is paramount when it comes to the final solution.  And, we take the time to understand everything by conducting in-depth interviews and understanding how each of your systems work.  And, what everyone thinks of them, and where the performance gaps are!  This allows us to put together a road map for you, something that will take care of your immediate needs, as well as future concerns as your business continues to grow.

Solutions can be pretty in-depth themselves

If you thought a potential Zoho solution might include just the CRM, that’s certainly possible.  But, it’s not always the norm!  Many times, businesses need the help of other apps, like Zoho Books or Zoho Projects.  Fortunately, Zoho offers something special called Zoho One, which is all of their different apps combined in one package.

You may also want to keep some legacy systems and connect them to Zoho.  We’ve done that before, too!  Use us for our Zoho QuickBooks Desktop integration or custom Zoho ERP platform, too.

Enlist the help of a Zoho certified consultant

You have the talent to run your business better than we would, so it’s no shame at all to come to us asking for help with a totally unfamiliar Zoho software suite.  Leave the workflow streamlining to the Zoho experts!  You’ll be able to focus on the thing you do best, and you’ll be much happier for it.

Speak with a Zoho certified consultant by filling out the linked form.  We’ll reserve an appointment for you.  We’re standing by, and we’re here to help.

Zoho SalesIQ: 3 Reasons to Upgrade Your Sales and Marketing Strategies

Just How Far Does a Little Chat Go?

zoho salesiq

Zoho SalesIQ is a fantastic way to get your customers talking and drive your sales up.  It might not be obvious why that is right away, though.  Here’s what’s going on:

Every day, thousands of people crawl the web searching for businesses just like yours.  Maybe they even find them.  …Maybe they even find you.  But, then, what do you do?

Maybe some of those customers convert without you lifting a finger.  Your website could look gorgeous, attract all the right traffic, and even have a logical path that potential customers can follow, one that can (and sometimes does) lead to a conversion without any intervention on your part.

But, the tacit approach isn’t going to win everyone over.  Some people need a little push in the right direction.  A little conversation.  You’re going to need to chat them up to make them yours.

Enter Zoho SalesIQ.

Why Zoho SalesIQ?

Zoho SalesIQ is Zoho’s prospect communication module.  It allows people in your company to chat directly with people viewing your website, which, when done at the correct times, can mean the difference between a few curious (but ultimately indecisive) lookie-lous and a few purchases.

But, why use Zoho SalesIQ specifically?  There are tons of other chat modules available.  Why choose this one?

zoho salesiq prioritized leads

1.  Zoho SalesIQ allows for prioritizing (scoring) your leads

For businesses that attract a good deal of traffic, this is huge.  For want of a better example, imagine for a moment that it’s 1998 and you’re the owner of a Furby distributorship.  You’ve just opened the doors to your very first retail outlet, and, it’s causing a huge commotion in your strip mall.  With all the fanfare, not only are serious buyers heading in in droves, but everyone off the street is also stopping by to witness the chaos.  You’re selling quite a few Furbys, obviously, but, you’re running into a bunch of people in your store who aren’t really sure what Furbys are, don’t have the money to buy them, or, are planning to take your Furby quote to the next-nearest retailer and demand a price match.

You think to yourself, Life is pretty good today, but, it would be even better if I only ran into serious buyers and other people carrying more than $50 on them, and, none of these other people!

In effect, by using lead scoring from Zoho SalesIQ, this is exactly the type of situation you’re helping to create.

Lead scoring is a way of separating the wheat from the chaff, as it were.  With Zoho SalesIQ, everyone gets to see your website, of course – but, lead scoring lets you prioritize your potential customers in a way that’s completely up to you by giving them points for each criteria of yours they meet.  The more points they have, the closer they’re allowed to come to you, and, if you’re getting bombarded, you’ll know to engage the good visitors first and get to the others later, if you want.

Here’s how scoring might work:

Did you just start an email campaign?  You can give people who accessed your page from one of those messages a higher score to denote their interest in your products.  Want to go after people who’ve spent more than two minutes looking at your website?  More than five minutes?  You can also give those visitors a higher score.  The more criteria your customers meet, the higher their score, and, the closer they get to you, figuratively; you can spend more time engaging those people on Zoho SalesIQ instead of engaging people who have less potential to buy from you at all.

zoho salesiq integration

2. Zoho SalesIQ plugs directly into Zoho CRM

Any time you can integrate one customer-oriented part of your business with your main customer hub, your CRM, you’re going to reap benefits.  SalesIQ’s CRM integration ability lets you do a couple of things that aren’t possible with a standalone chat module:

  • Start sending emails and alerts right away
    • With an integration to Zoho CRM, Zoho SalesIQ can transfer customer data directly to your CRM, making it easy to add them to email campaigns, and otherwise keep track of their progress through your pipeline in a more universal sense than would be possible with a standalone chat system.
  • Save a great deal of time
    • Zoho CRM integration means you spend more time interacting with customers and less time – well, no time at all, precisely – manually entering lead information into your CRM, because Zoho SalesIQ transfers information to your Zoho CRM with the click of a button.  For businesses with many qualified customers finding them every day, this feature is absolutely invaluable.
  • Recall and analyze the past with ease
    • Memory a little fuzzy on that last conversation you had with the 20th prospect of the day?  Zoho SalesIQ’s chat logging feature combined with access to past data from Zoho CRM allows you to make decisions you couldn’t have made before, such as placing your customer into an “interested” email campaign list from a “lukewarm” list.  Perfect for anyone who has more than a couple of conversations each day.

3.  Zoho SalesIQ’s mobile compatibility means you’ll never miss a potential connection

Obviously, almost anything can be made better when you’re doing it from the comfort of your living room as opposed to the unyielding chair of your office.  Engaging your customers is certainly no exception to this rule.

With Zoho SalesIQ’s mobile compatibility, you can have conversations with your customers outside of work, too – during a walk outside, a TV commercial, or even a lousy date.  (Priorities!)  Combine this mobile capability with aforementioned lead scoring and CRM integration, and it really is like bringing your customer base – the core of your entire business – with you, right in the palm of your hand.

zoho salesiq einstein

Zoho SalesIQ is clearly a wise choice

Hopefully this sheds a little light on a common problem some businesses have: Even in the best of times, they might be wasting lots of valuable resources talking to the wrong people, manually entering data, or missing lots of good connections – or not talking to potential customers at all!

Zoho SalesIQ takes the mystery out of your process.  Whether or not to engage your customers smartly (by prioritizing), efficiently (by integrating), or easily (by using mobile capability) shouldn’t be decisions you have to make – they shouldn’t even enter the equation.  Leave those details to Zoho SalesIQ and you’ll find you’ll focus less on the things slowing you down and more on what you do best: communicating with customers who really want to buy from you.

Want to see what SalesIQ’s all about?  Contact us at (888) 207-4111 for dedicated support and we’ll show you how it works and give you a personalized training session as well.

Zoho Alliance Partner

What is a Zoho Partner?

zoho alliance partner

With so many Zoho consulting options available to you as a business owner, you want to make sure you’re giving your business to the right one – a Zoho Partner.  But, what is a Zoho Partner, and how is that any different from a regular Zoho partner?

Understanding the Essence of Zoho Partners

A Zoho Partner isn’t just any consultant; Zoho Corporation, the renowned software giant behind cutting-edge business applications, carefully selects these entities or individuals for formal collaborations. These partnerships stem from their expertise, unwavering commitment to excellence, and shared vision of harnessing technology to empower businesses. Zoho Partners undergo intensive training and certification, ensuring expertise in Zoho’s products for tailored solutions.

Unleashing the Potential of Zoho Partners

In today’s swiftly evolving business landscape, maintaining a competitive edge requires more than just innovative ideas; it demands access to state-of-the-art technology and solutions that streamline processes, boost productivity, and propel growth. Enter Zoho Corporation, a trailblazing technology partner creating waves in the business realm. You’re in the right place if you’ve come across the term “Zoho Alliance Partner” and are curious about its implications. In this article, we’ll delve into the world of Zoho Partners, investigating their essence, significance, and how they can catalyze your business triumph.

Choosing the Right Partner for Your Business

1. Zoho maintains strict criteria for selecting its partners. To earn the title of Zoho Partner, a consulting firm must fall into one of these categories:

2. Zoho CRM Consulting and Deployment Company: Specializing in Zoho CRM and its corresponding apps.

3. Reseller for Zoho CRM: Offering Zoho CRM and its suite of apps.

4. Reseller for Zoho Creator: Enabling companies to design their programs and apps, including the Zoho ERP suite.

5. Developer: Providing customized Zoho add-ons and integrations.

At ZBrains, we proudly fulfill all four of these categories, granting you access to the full spectrum of Zoho applications, from CRM to Social, and everything in between. When you choose ZBrains as your Zoho Partner, you gain:

  • Expert Deployment: We assist you in deploying Zoho CRM and complementing it with other Zoho apps, offering consulting support along the way.
  • Tailored Solutions: We help you choose the best Zoho suite for your unique needs, whether it’s standalone apps, Zoho CRM Plus, or Zoho One.
  • Custom Integrations: Our team seamlessly integrates Zoho with programs like QuickBooks and Sage Intacct.

However, our partnership doesn’t end there. We provide ongoing support, offer team training packages, and conduct CRM deployment-specific training sessions to ensure you fully harness Zoho’s capabilities.

What we, specifically, can bring to the table

We at ZBrains are happy to tell you we fit into all four of these categories.  This means that when you do business with us, you get the entire Zoho apps experience, from CRM to Social – and everything in between.  As a Zoho partner, ZBrains can:

  • Help you deploy your Zoho CRM, supplement it with other Zoho apps, including Zoho Books, Zoho Desk, and many others–and offer consulting help as well.
  • Help you choose which Zoho suite is the best for your needs, whether it’s standalone apps, a suite like Zoho CRM Plus, or Zoho One.
  • Provide custom Zoho integrations to programs like QuickBooks, Sage Intacct, and many others.

As well as consulting for issues that may arise with Zoho, we also offer team training packages for Zoho’s apps and CRM deployment-specific training sessions.  We take our partnership with Zoho very seriously, and, for that reason, we leave nothing to the imagination when it comes to getting you Zoho help and support.

zoho alliance partner

How does one become a Zoho Partner?

Companies applying for the alliance partner distinction are judged by Zoho on a case-by-case basis since the volume of submissions to the Zoho partner program tends to be quite high.

This stringent requirement means that when you choose to do business with a Zoho Partner, you’re getting the best of what Zoho has to offer – essentially, a hand-picked Zoho partner.  As an alliance partner, we’re one of Zoho’s finest – and, that’s a distinction we don’t take lightly.  Contact us to see the real difference between dealing with a regular Zoho partner and a real Zoho Partner.

Is every Zoho consultant a Zoho Partner?

Unfortunately, no.  Although many companies can claim to have Zoho knowledge, not all Zoho partners are alliance partners.  You’ll be able to tell who you’re doing business with, though, as Zoho Partners have all these things in common:

  1. Listings on Zoho partner program literature, including websites
  2. A dedicated company profile on Zoho’s website
  3. Visible Zoho logos, including Zoho Partner badges, on their websites

The Relevance of Zoho Partners

  • Expertise and Guiding Insight: Zoho presents a diverse range of applications designed to streamline various business operations—ranging from customer relationship management (CRM) to finance, marketing, collaboration, and beyond. However, navigating this extensive suite of tools can prove daunting for businesses seeking adoption. Zoho Partners serve as seasoned mentors, aiding clients in selecting the optimal blend of applications that harmonize with their unique needs and aspirations.
  • Tailored Customization: One size seldom fits all in software solutions. Zoho Partners bring their expertise to the fore, customizing Zoho’s applications to harmonize with a business’s specific workflows and processes. This tailoring guarantees that companies can harness the full potential of Zoho’s technology, all without undergoing significant disruptions or upheavals to their existing operations.
  • Seamless Implementation: Transitioning to new software can pose a formidable challenge, often accompanied by unforeseen obstacles. Zoho Partners facilitate a seamless implementation process, extending hands-on support during the setup phase to minimize disruptions and ensure smooth assimilation of Zoho’s applications into the existing systems.
  • Continuous Support: The journey doesn’t culminate with software implementation. Zoho Partners provide ongoing support, assisting businesses in troubleshooting issues, fine-tuning processes, and extracting the maximum value from the software’s features. This enduring partnership ensures that companies are well-equipped to adapt to evolving needs and dynamic technological landscapes.
  • Access to Exclusive Resources: Zoho Partners often enjoy exclusive access to resources, training, and updates directly from Zoho Corporation. This empowers them to stay abreast of the latest features, enhancements, and industry best practices, guaranteeing their clients receive the most pertinent and productive solutions.

Propelling Business Triumph Through Zoho Partners

  • Augmented Efficiency: By harnessing Zoho’s suite of applications, thoughtfully tailored and implemented by Zoho Partners, businesses can streamline processes, automate repetitive tasks, and eliminate manual errors. This newfound efficiency translates to saved time, diminished operational costs, and heightened productivity.
  • Holistic Customer Insights: Zoho’s CRM system is a cornerstone of its offerings, empowering businesses to manage customer relationships masterfully. Zoho Partners adeptly customize this CRM to monitor and dissect customer interactions, yielding invaluable insights that steer informed decision-making and personalized customer experiences.
  • Informed Decision-Making Anchored in Data: In the digital era, data reigns supreme. Zoho’s applications generate a trove of data that can be transformed into actionable insights. Zoho Partners can assist businesses in configuring analytics and reporting systems, empowering them to make well-informed decisions supported by real-time data.
  • Scale with Ease: As businesses burgeon, their software requisites evolve. Zoho Partners ensure that the technology solutions implemented are scalable, accommodating augmented workloads and expanding operations seamlessly.
  • Cultivating Innovation: Zoho is renowned for its unwavering commitment to innovation. Collaborating with Zoho Partners grants businesses access to emerging tech, keeping them at the forefront of industry trends.

Update: ZBrains is now a Zoho Premium Partner

Recently, Zoho has changed some of its nomenclature.  Whereas Alliance Partner used to be the top designation, Premium Partner has now taken that position.  And, we’re happy to inform you Zoho has designated us as one of their Premium Partners.

Zoho Premium Partners have some extra responsibilities, like releasing periodic case studies.  These attest to their customers’ success with the Zoho platform.  Additionally, Premium Partners have to maintain a certain amount of revenue growth year-over-year for Zoho.  This means we’re more than eager to help you, as our status depends on it!

At ZBrains, being recognized as a Zoho Premium Partner is not just a badge of honor—it’s a testament to our unwavering commitment to excellence. As a Zoho Premium Partner, we are proud to go the extra mile to ensure your business thrives on the Zoho platform. From periodic case studies to steady revenue growth, our dedication knows no bounds.

Rest assured, our passionate team is fully invested in your success because our status as a Zoho Premium Partner depends on it. Together, let’s embark on a journey of growth, innovation, and unrivaled triumph. Contact us today and experience the unparalleled expertise and support that sets us apart as one of Zoho’s premier partners. Your success is our top priority, and we can’t wait to exceed your expectations.

Ready to Partner with Zoho’s Best? Fill Form Below

Are you prepared to elevate your business with one of Zoho’s premier partners? Complete the linked form to connect with a Zoho-certified consultant. When choosing the right partner, make the wise choice with ZBrains – your pathway to success in the world of Zoho.

Please fill out this form if you have any questions about how doing business with a Zoho Partner can propel your business much further than doing business with a different Zoho partner.


How is Zoho CRM better than Salesforce for SMB?

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How is Zoho CRM better than Salesforce for SMB?

salesforce

Zoho as your best CRM Choice

If you are a small or medium business searching for a cost-effective but powerful solution for CRM with an accounting integration feature, some automation, data security, and Google App integration, then you should consider implementing Zoho CRM. As a relatively new player in comparison to Salesforce, you may be skeptical until you read this article.

Affordability

The most important aspect for most small businesses is the bottom line cost. If two options exist that offer relatively similar features, the one that is 50% less in cost is the natural choice. This is the exact reason why Zoho has been gaining market share for their software, which is priced aggressively and includes much of the same features if not more than Salesforce at the same price points.

What’s even more important is the fact that Zoho offers a simple ‘pay-as-you-go’ model avoiding what most businesses fear; vendor lock-in. If you want to try out a solution, generally you do not want to be locked in for a year. Zoho’s monthly option allows you to give it a trial without wasting valuable cash flow over a longer period of time. Salesforce, however, ensures a lock-in period of at least one year. The fact that Zoho is 1/5th the cost of Salesforce, does not lock you in, provides similar features and is an easy- to-implement solution makes it the clear choice for small and medium businesses.

zoho salesforce

Leading Feature Set

At a fraction of the cost of Salesforce you may question the power of features that Zoho Online CRM can offer, yet you would be surprised that it still compares well to Salesforce. The pay-as-you-go model for Zoho also refers to the fact that you can choose only which plug-ins you need, paying only for what you use. Even with most of the plug-ins, the price is still generally less than a comparable package with Salesforce. The leading features that Zoho offers includes software updates as they are rolled out, Zoho support during implementation and deployment, mobile access, an intuitive web interface that is easy to use and implement, customizable interface to match your own company’s workflow, automation of key aspects of your business processes and the ability to export your data anytime.

These are on top of the standard features you have come to expect from a CRM with such a flexible and detailed customer relationship management. Included features are prioritizing your sales activities, automating your sales force, tracking sales, engaging clients through email and social CRM, all within Zoho CRM.

Easy Implementation

Requiring a week of setup and training is just not possible in some small and medium enterprises. Instead of hiring an IT expert to help you implement your new CRM, which is often the case needed with Salesforce, you can implement Zoho CRM into your software environment and start using it usually within the first day. Of course, full customization and implementation may take a few days but this process is simple and easy with Zoho CRM’s intuitive online interface. Also, our team of Zoho Certified consultants can help you integrate your CRM with other ERP software environments such as Sage quickly and efficiently as well, and even offer specialized CRM training sessions for you and your team.

As an SME you need to weigh your options for performance and automation against the bottom line cost. The best option is generally a program that meets most of your needs as well as your budget. Outgrowing Zoho for Salesforce three or five years later is a good problem to have.

Integrations Galore

Like Salesforce, Zoho comes with a wide variety of integrations – and not just 3rd-party ones. Zoho’s family of apps includes CRM, Zoho Books (for handling finances as well as orders and invoices for customers), Zoho Campaigns (for email marketing management), and many others.  Zoho even offers a whole suite of apps called Zoho One, which contains over 40 apps.  Zoho One is available for just $45/user/month*, a far less expensive choice than Salesforce.  Add in Zoho’s platform as a service, Zoho Creator (similar to

zoho salesforce

Force.com), and you have a myriad of integration options, including custom Zoho ERP software integrations. *Pricing updated June 2021

 

Still can’t decide?  We’ll talk you through it honestly

Looking for someone to help you make the decision between Zoho vs Salesforce? Feel free to drop us a line at (888) 207-4111 and one of our certified CRM experts would be happy to work with you to define the best solution for your business!

 

Connect with Us

 

10 Benefits of Quickbooks Zoho Integration for Financial and Customer Management

Creating an atmosphere of cooperation between front and back offices can become strained even in the best companies, add to that the frustration of not having coordinated systems and the result can be disastrous. If you are a small or medium business looking to add a CRM component or integrate your CRM and accounting systems be sure to consider the dynamic duo, the Zoho Quickbooks integration.

Power of Integration

When everyone from the receptionist, bookkeeper, salesperson and service personnel all have access to the same information, wonderful things can happen. Imagine a situation where the salesperson collects an outstanding invoice from a client in arrears during a routine sales call because the information was available to them on their smartphone. Or a receptionist that sends a quick email direct to a sales rep that a client is looking for a quote and the information is posted to the clients account for the rep to see instantly. This way to integrate QuickBooks is possible and enhances all aspects of your business, front to back.

Data Transfer

Keep tabs on all your information with automatic or manual data transfer: integrate QuickBooks and Zoho. This allows for all information to be instantly updated automatically or at a time of your choosing. Keeping all systems up-to-date allows better work flow processes.

One Entry

With an integrated system, any information entered into Zoho CRM or QuickBooks is automatically transferred to the other. This one entry saves immense amount of time over traditional double entry systems. You could literally save an entire salary with this feature alone.

Remote Access

Let’s face it, ERP systems have not always been the easiest systems to access remotely. With the combination of Zoho and QuickBooks your data is available from any web browser on any device anywhere in the world at any time. This is the advent of cloud computing at its finest.

Always Updated

Tired of wasting time looking for the most recent and updated transaction record? With a synchronization of your records you can simply sync your programs and know that the information is up to date.

Easy Export

Implementation could not be easier than with these two software environments. Integrate QuickBooks and Zoho and simply export and import the records you need from one to the other to get started. This simple process allows instant implementation instead of weeks of manual entries.

Mapping

This export and syncing process gets even easier with field mapping capabilities between the two ensuring that all your information is deposited into the right places without deleting or overwriting important information.

Sync Tracking

Do you need access to tracking of your synchronization activities with the ability to delete the most recent transfer? With Zoho and QuickBooks this is easy and available allowing you the flexibility to ensure your data transfers are accurate.

Accounting Info on the Go

One of best parts of this combination is the ability of sales histories, invoice histories and estimates to be cross transferred into Zoho CRM allowing the information that truly empowers your sales reps. It also lowers your overall cost by reducing your number of QuickBooks user licenses needed.

Quotes to Orders

Being able to the convert Zoho Quotes into QuickBooks Orders or Invoices is a must-have for sales organizations. This feature makes the efficiency and workflow of order processing efficient.

Contact us today to learn just how we integrate QuickBooks with Zoho CRM. Hundreds of customers are using our integration, and we’re happy to report that dozens of customers are happy with their improved CRM/ERP workflows!

Create a Successful Zoho Email Campaign: A Step-by-Step Guide

Learn How to Create a Zoho Email Campaign

zoho email campaign

Mass email strategies w/ Zoho Campaigns

Sending out a mass Zoho email campaign with Zoho Campaigns looks like this in a 1-2-3 step process:

  1. Prepare the campaign
  2. Send the campaign
  3. Evaluate the results

Experience shows that a little bit of planning ahead can greatly improve the results of your campaign. Also, setting some time aside to evaluate the results (which is very easy with the flood of statistics Zoho Campaigns provides) can help you optimize your campaign strategy.

The following scenario will assume that you are using Zoho CRM integrated with Zoho Campaigns.

Zoho Campaigns Workflow

Preparing the campaign

Zoho Campaigns needs a one-time setup when you first sign up:

  • Verify the sender email addresses
  • Do you have access to DNS records? This is required to verify the domain ownership, and avoid being marked spam

To have the right account settings, you also need to consider:

  • How many recipients per month?
  • How many emails (=campaigns) per month?
  • How many email variations (=template)?

Then for each campaign consider the following pre-flight checklist:

  • Who will be the SENDER of the emails?
  • Which contacts/leads will be the RECIPIENTS?
  • Who will provide the copy and the design for the campaign?

For an email campaign you will need:

  • The CONTENT – which can be created as free format HTML -or- by using a reusable template. You may build your own templates or simply use one of Zoho’s preexisting templates (reference below) from a library provided by Zoho.Zoho Campaigns Templates
  • The list of RECIPIENTS – this data comes from your Zoho CRM through the data sync. The synchronization between Zoho CRM and Zoho Campaigns happens in the background, automatically (after the one-time setup) pulling all of your Leads and Contacts to generate a list of emails to market to.

Zoho CRM Integration with Zoho Campaigns

Sending the campaign

Once you have these ingredients, you then have to put on the finishing touches:

  • Designate the sender address (the person the Zoho email campaign will appear to be coming from)
  • The subject line – this is where brevity and relevance matters a lot and will have a significant impact on your open rates.
  • Have the content reviewed by Zoho – this is their security measure to prevent potentially objectionable content to be sent from their system.
  • Schedule your campaign to go off at the specified time.

A few tips for designing good a Zoho email campaign:

  • Have permission to send mass emails to your recipients or run the risk of being penalized for unwanted emails.
  • Be relevant – design your subject line and your content to speak to your audience, as they will open your email only if they find it interesting. Error on the side of simplicity, keep it short and to the point with your messaging.
  • Use a Call To Action – Your reader will think “I have read your email, now what?”… You want to explicitly tell them what action they should perform next after reading your email.

Evaluate the results

Zoho Campaigns offers a lot of statistical insights for your Zoho email campaign.

Zoho Campaign Results

The key metrics you definitely want to monitor are:

  • Bounce rate – this tells you about the quality of your recipient list
  • Open rate – which measures whether your subject line was successful to capture the attention of your recipients (the sender’s account also has an impact on this)
  • Click through rate – which measures the appeal of your Call To Action
  • Obviously, the Unsubscribe rates should stay at a minimum, but it’s another stat to keep an eye on.

To sum it up, executing a successful email campaign through Zoho Campaigns will take time, testing and persistence. No campaign is ever perfectly executed the first time, but if you follow the steps mentioned above, you’ll surely be on your way to building a profitable Zoho email campaign strategy.

Do even more with Zoho Email Campaigns: Use the Zoho CRM Campaigns Module

zoho crm email campaigns

Zoho Corporation has come out with a new update to the Zoho CRM Campaigns module that allows the user to do even more with email campaigns in Zoho.  If using the Zoho Campaigns app isn’t quite your speed, or you just want something a little more streamlined, Zoho’s Campaigns module makes setting an email campaign straight from the CRM fairly straightforward.  You can use related lists to send or exclude members from campaigns, check out fairly detailed analytics, and even set up something close to an autoresponder.  You can read about this in more detail in this Zoho CRM Campaigns module blog post.

Ready to see even more about what Zoho can do for your business?

As always, we’d love to hear your opinion of the strategies expressed in this article.  Please feel free to contact us if you’d like our team of  Certified Zoho Experts to come by your side and help you build your Zoho Campaigns strategy and then train your team. It is our pleasure to offer services and support that meet your everyday Zoho needs.

zoho vs sage act logo

Zoho CRM vs. ACT!

zoho vs act

versus…

zoho vs act

Clash of the Titans: Zoho CRM vs ACT!

Zoho CRM vs ACT: Do you need a full CRM or a simpler Contact Manager?

One of the first issues that small businesses run into when they start to grow is the problem of dealing with the increased data flow.  This is especially apparent when dealing with multiple business apps and departments. One of the most damaging information overloads revolves around your customers.

Business gather customer information in many ways, and use it for product development, social media, sales, billing, and customer service. Making this kind of information available to the right people at all times can be challenging in our very diverse software environments. Your first order of business is to decide if you need a true Customer Relationship Management (CRM) suite or a simple Contact Manager program. Do you need Zoho CRM or ACT! by Sage?  Let’s see how Zoho CRM vs ACT stack up…

zoho vs act

Zoho’s CRM

Zoho CRM is a robust CRM module that can integrate with other platforms; it can also automate workflow. It provides full collaboration ability between multiple departments like accounting, sales, marketing, and customer service to ensure everyone has correct information. As a cloud service, you can access Zoho from anywhere with an internet connection.  This gives Zoho users much more flexibility than they would have while tied to their desktop computer.

Zoho even has email marketing functionality to keep you in contact with your leads automatically. Zoho also provides unparalleled security features, including industry-leading data encryption, field-level security, and security profiles. Zoho’s Google Apps integration also enables even better productivity and access to information for integration and automation. ACT does not have the security parameters of Zoho.  For that reason, we don’t recommend it for organizations with more than five users.

Zoho CRM may be a better fit if you need the following:

  1. Sales – billing and invoicing, mobile access, remote tracking, territory management, workflow rules and management.
  2. Marketing – email marketing, mailing list management, catalog integration of items.
  3. Help Desk – FAQ, forums, knowledge base, online self-serve, recorded demos.
  4. Customer Service – customer service integration and tracking, customization of user interface.
  5. Model and License – SaaS with monthly billing options – 3 user Free Edition – Professional & Enterprise Editions, the number of users that you can add is based on the user licenses purchased.
  6. Security – data encryption, field-level security, create roles and groups, and set up multiple administrative security profiles.
  7. Analytics – Executive dashboards, dashboard customization, forecasting and reporting.
  8. Extra Apps and Add-Ons – Google Apps, Zoho Apps, Microsoft Outlook integration, QuickBooks desktop integration, Zoho Books for light finance, and many other apps.

 zoho vs act

ACT! by Sage CRM

If you run a small business and need constant access to your customer data, ACT’s contact management attributes can save you money while keeping your team up-to-date. With internal memo templates and easy ways to communicate with all sorts of contacts, it makes things much quicker in general. Managers or administrators can pull reports on performance indicators and forecasts by their salespeople.  This, in turn, gives them a better idea of the health of the company in genersal.

ACT also provides another feature not available in most other contact management software; the ability to help manage customer tickets or technical support cases with specific tracking options. This keeps all issues up-to-date and ensures better customer service with accurate tracking. ACT also integrates with Sage products and provides online access but is not as versatile as Zoho. It is also not well suited for mobile device use as is Zoho.

ACT! contact management may be a better fit if you need the following:

  1. Sales – no billing and invoicing – otherwise no obvious differentiation – same available features as Zoho as mentioned above.
  2. Marketing – referral tracking where Zoho does not.
  3. Support – has email and phone capabilities and request forms that Zoho does not.
  4. Model and User License – on premise (not SaaS) with monthly billing option – Windows and MS SQL based database (no for Zoho) – limited to 10 users.
  5. Extra Apps – QuickBooks and Sage 100 integration available.

Why move to Zoho in the cloud?  There are two big reasons

zoho vs act cloud software

Especially as the 21st century moves along, businesses that once used on-premise CRM solutions like Sage ACT find themselves looking for alternatives.  The reasons for this, aside from those aforementioned, are the long-term scalability of a cloud-based solution, as well as security.  The fact that Sage ACT is installed on-premise accounts for both of these reasons.  Relying on a business’s own server to host a CRM and account for changes in users and login locations can (sometimes) render a system unstable.  As well, cloud-based systems are inherently more secure than their on-premise brethren.  They do this by providing an off-site entry point, which means business owners aren’t liable for data breaches, if they occur.

Zoho gives a big advantage with Zoho One

zoho vs act zoho one

In the past couple of years, Zoho has significantly widened their advantage over other CRM apps by providing not only a family of integrated business apps, but offering all of them (over 40 in total) in one software suite called Zoho One.  Zoho One, like all Zoho apps, is cloud-based, and features many integrations with the CRM.  By using Zoho One, you could theoretically run your entire business – as opposed to just your CRM – from Zoho.  This would give your staff and other users a more unified experience.

Ready for some more?

There are many more specific comparisons that can be made between Zoho CRM vs ACT, and these depend on your specific needs as a company, including CRM consulting, CRM training, or support plans. Contact us today and we’ll help you decide which of the two is right for your company.

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