Think like a Zoho Certified Consultant Does
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?
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.
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 marketing and drip campaigns. 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.
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.
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.
Enlist the help of a Zoho certified consultant
Leave the workflow streamlining to the Zoho experts! You’ll be able to focus on the thing you do best: running your business and making sales.
Call 888-207-4111 and ask to speak with a Zoho certified consultant. We’re standing by, and, we’re here to help.