A surprising number of businesses purchase CRM software such as Zoho and then end up abandoning them. This is of course counterintuitive. Not only are they spending money for no gain, but they’re failing to launch their business into that next sphere in a way that only automation can.
Time and effort are required to know how to use CRMs to the fullest. Not everyone has the time and energy to spare while trying to run a business. The solution is to hire someone who already knows the system in and out — a Zoho consultant.
1. Best Practices
In any industry, best practices are hard-learned and agonised over. Rather than struggling to get to know them while trying to implement CRM, bring someone aboard who already has the know-how.
A Zoho consultant will be equipped to show you the best practices from the get-go, and they’ll be experienced in how to get them just right. You can focus on planning your strategy, confident that the consultant will be able to see it through in the most efficient way possible.
Every system has nuances that aren’t immediately apparent. A Zoho consultant will be well versed in the platform and therefore know about these lesser known/obscure features. Learning them yourself would take a lot of trial and error, and that means time and money wasted.
It’s best to have a system-specific specialist onboard, so you can get the most out of your CRM. Not getting these nuances right may be the very thing preventing your strategy from reaching its full potential.
3. Choosing the Right Packages
Have you ever looked at a CRM pricing page? They can be quite overwhelming, with a number of different packages, and scaling rates that relate to everything from customer capacity to the number of landing pages you’ll be fielding. Not to mention all the jargon.
A Zoho consultant will be able to listen to your specific needs, get to know your business, and then help you make an informed choice. Get exactly what you need, nothing more, nothing less, for the right price.
4. Expert Implementation
CRM systems like Zoho are easy to get started with but deceptively difficult to master. Many users end up abandoning them when the learning curve becomes too steep. CRMs are an entire industry on their own. Business owners can’t be expected to be an expert in their own field and CRMs.
A Zoho consultant, having years of experience with the software, will be able to implement the software with absolute precision. Every step of the way will be seamless, ensuring a thorough implementation.
6. Migration Expertise
Whether you’re switching over from an existing CRM, or Zoho is your first experience, you’ll need to migrate elements of your business onto the software. Migration can be a stressful process that takes days, and that’s just when things are running smoothly.
A Zoho consultant will be able to help you migrate elements as efficiently as possible, in a way that’s sensitive to the needs of your business and customers. They’ll also be able to provide step-by-step advice and reassurance throughout the process.
Don’t fall into the trap of half-doing automation. Bring a Zoho consultant onboard so that you can ensure a successful and sustainable plunge into automation. A Zoho consultant will be able to optimise the process from the first step of choosing a package, through to implementation, migration, and those finishing touches.