Customer relationship management (CRM) is an essential practice in today’s fast-moving business landscape. Over the years, many software vendors have created richly-featured CRM solutions to help organizations manage the details and nuances of their customer relationships.
Some of the most useful and valuable CRM features include managing and visualizing customer relationships throughout their lifecycle, communication, sales, marketing, automation, content management (CMS), team alignment, internal comms, online meetings, webinars, surveys, subscription management—and the list goes on.
A modern CRM puts all these features at your fingertips, helping business owners optimize their time, break down informational silos, and streamline messaging through branded templates, push notifications, reminders, and much more.
Sounds pretty sweet, right? Well, yes—but with a caveat.
The truth is, there are many fabulous CRMs out there these days, but only a handful make good sense for the small business sector. Many are built with the enterprise in mind, which means they are expensive and might have many features and functionality you’ll pay for even if you don’t use them.
Why Zoho is the Best Choice for Small Business CRM
Choosing business technology is a complicated matter. There are thousands of vendors, systems, and price points
At BluRoot, we use Zoho as our CRM of choice, and the decision wasn’t made lightly. Zoho has helped us grow and expand our business in ways that would have been impossible otherwise. It’s a full-featured CRM that allowed us to integrate our existing systems and productivity apps, so we were able to hit the ground running.
So today, we want to talk about why we think Zoho is the best CRM for small businesses. By the end of the article, we hope you’ll be inspired to try it out for yourself. Best of all, since we are a Zoho partner, we can get you set up with a trial and walk you through the features so you can experience it for yourself.
Zoho Features and Benefits
Here are some of the top benefits of Zoho and why we think it’s the best CRM for small businesses. Since we’ve already glanced over many of the high-level features, let’s take a deeper dive and look at the “why.”
Data Security is a big part of Zoho’s value proposition, and it should be a critical consideration for any business software you choose. CRMs deal with a lot of personally identifiable customer information and data, a highly sensitive topic in today’s digital landscape. Zoho keeps your data safe from unauthorized access with features like two-factor authentication (2FA), encryption, IP restrictions, and audit logs.
Private Company Focused on R&D. Zoho is very proud to be a private company and intends to remain that way. They channel a lot of effort and revenue into enhancing their product to meet changing customer needs. Since they are a privately owned company, they have no shareholders to distract them from their mission. Ultimately, that translates to a product that will grow and evolve with you.
They Always Put the Customer First. Zoho’s creators are innovative solution providers who identified gaps in the CRM industry and wanted to solve them. Their customer service is second to none, meaning you have access to dedicated support and skilled help 24/7/365. Most tickets are resolved in less than an hour, and they are wholly dedicated to your complete satisfaction.
Ease of Use. One of the most frustrating aspects of transitioning to new software is the learning curve. Migrating from your previous CRM and onboarding can take months before the organization starts to see value, and honestly, who has that kind of time. Therein lies the problem. Choosing a complicated system that takes a long time to set up, learn, and integrate is not a good use of your resources. Zoho solves these pain points. Their proprietary migration system pulls all your existing data into Zoho with just a few clicks, and it’s easy to integrate your favorite productivity apps so your teams can continue to use software they already know and love.
Customizability. No matter what industry you operate in, no two small businesses operate in exactly the same way. Most use third-party apps and software to support certain functions, like bookkeeping and accounting, content management systems, analytics platforms, marketing software, email management, booking and scheduling, subscription management, ERP, and much more besides. Zoho is 100% customizable to your precise needs, as it gives you the option to add new apps from their marketplace or create your own integrations using their developer console. The developer platform provides you with all the tools you need to create custom cross-platform applications for internal use or for your customers.
Automation. To remain competitive, you need to stay a step ahead of the curve. Zoho enables workflow automation that helps your teams do more in less time. Some of the things you can automate include client emails and reminders, schedule notifications, and sales and marketing functions that help you fill your pipeline. Sales teams spend a lot of time on inefficient, low-value tasks that prevent them from building meaningful relationships with their customers. Sales automation reduces the time it takes to accomplish many of these repetitive tasks, putting time back in their hands and helping them do so much more in the same amount of time. If you find yourself devoting an excessive amount of time to daily tasks, you’ll be unable to build your business without making some concessions on the bottom line. Zoho’s CRM automation solves these problems, making it possible to grow your company, increase its value, and identify new possibilities for growth.
Finally, Zoho provides users with incredible visibility into every aspect of your company. From customer relationships to sales, marketing performance, and employee productivity, you’ll be able to see trends and identify opportunities for up-sells and future growth.
And when you do grow, Zoho will scale along with you. You can add as many users as you like without skipping a beat.
In conclusion, we hope you now understand how much we love Zoho—and why we feel it is the most comprehensive and complete CRM for small businesses. Want to learn more about Zoho? Schedule a call today, and we’ll be happy to set up a trial for you.
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