CRM Software Blogs

Zoho CRM Integration Vs MailChimp – Integration of Zoho CRM

Zoho CRM Integration Vs MailChimp

Zoho CRM Integration
Zoho is ideal for small businesses and enterprises sales organizations.
Your Zoho Customer Relationship Management is an important tool which offers large variety of apps to boost up the sales of the business day to day. Zoho CRM assist you to track the information of sales, So it is vital to incorporate Zoho CRM integration with MailChimp. It does not require but is very easy to achieve on the sales.

What is meant by MailChimp ?
MailChimp is ideal for both small and big business. Zoho CRM integrate with MailChimp is something offers the email services to work seamlessly in any platform.
MailChimp is the latest software that will improve the way you market your product on the web. MailChimp is a simple email marketing software (EMS) which gives you a number of easy options for designing, sending and saving templates of your emails.

Zoho CRM Integration VS MailChimp
Once MailChimp and Zoho are installed, which can be accomplished in a few simple steps on the MailChimp site. It will be required to choose which sync option your prefer, bulk or particular sync and you can pick whether you want this to be renewed on a regular or on a weekly basis. Need to choose your settings then you can add your lists and your connections. From there, you will get notifications signaling you to changes within your email list and you can choose your favorites with this function as well.

MailChimp Pros

• Easy Use
• Affordable pricing
• Wide variety of templates

Zoho CRM integration Pros

• Easy to use platforms
• Pay only for applications and features you want to use
• Free edition for up to 10 users with limitations
• Easy to customize

Tips for Improving Your Lead Prospecting

Lead generation, getting enough high quality leads to fill your sales pipeline and always will be an ongoing challenge. Although inbound marketing and marketing automation have gone a long way in helping to generate good leads for businesses, Sales still has to embrace the traditional way of prospecting and self-generated leads at the same time.

Tips for Improving Your Lead Prospecting

1. Develop an ideal customer profile and use it
Sharpen your energy on leads that best suit your ideal customer profile. Both the organizations and the individuals you want as customers.  What divides your best and worst customers? What are their traits and demographics? What organizations/affiliations do they belong to?
2. Communicate with your best customers
How much do you really know about your customers? A simple phone call can make plenty of useful data.  Ask your customers why they preferred to work with you?  Is that the identical reason they persist doing business with you?  How has functioning with you helped their business?  Would they recommend you to other people?  Use this data to refine your message to recognize more leads just like your best customers. Once you understand why customers chose your service or products, you can tailor your information to the needs you solve.
3. Build your individual prospecting engine
Leverage these activities by communicating with your prospects, customers, networks and alliance partners in a consistent manner by using traditional direct marketing methods such as direct mail, phone calls, personal publicity and email campaigns.
4. Develop a lead generation calendar
Make outline your activities for each month and then actually follow it! And don’t just make unnecessary pitches more often! Create a plan to add value every time you reach your future customers with appropriate ideas, content and resources.
5. Act like a financial manager with your strategy
Your lead generation work should include a portfolio of strategy that you implement usually over time.  You are not in it for the big success. You’re investing in sowing seeds that will ultimately grow into relationships.
6. Exact qualify leads
Every sale event to make sure they fit your typical client/customer profile before you begin to promote a proposal or accept to do work.
7. Be coherent with your outreach
No matter how busy you are, be sure to spend the time to do personal lead generation activities chiefly, if you don’t have a marketing team helping you.
8. Develop a leads development plan
While you may generate leads from your primary campaign, you will generate numerous by following up with further methods just be sure that is essential and relevant to your audience.
9. Build and manage your own database
Even the best lists are not 100% perfect and accurate.  During the devising phase, you should make sure your list suits your typical customer profile.  Also, don’t build the largest database possible. Instead, try to create the most appropriate database possible which holds the right organizations and communications that influence the buying decision. At first, you won’t have all the information you need. Be patient and you’ll build the opportunity profile over time.

What is the difference between ERP and CRM?

Enterprise Resource Planning

ERP stands for enterprise resource planning. It is an immense software that concerns every aspect of the activity. You can acquire a single suite or create your individual out of different modules from a variety of vendors.

Customer Relationship Management

CRM stands for customer relationship management. It is used by sales, marketing, analyze customer interaction and business development departments to manage records throughout the customer lifecycle.

Difference between ERP and CRM

1. CRM is defined as software that lets the business to trace every action with the customers and clients. ERP refers to a software program that assists the business to manage its sales processes, going on beyond the organization.

2. Customer Relationship Management is the system that should analyze and systematize customer communications, maintain the sales pipeline, support, upsells, track customer data and generate dashboards and reports on this information. Furthermore it should: organize marketing efforts, streamline your sales processes, share marketing, calculate time spent on converting leads to closing deals, automates customer service and sales collateral, learn which products/services sell best and when, prioritize contacts, maintain inventory based on historical sales information, cooperate to sell as a team, manage your organization contacts, manage your organization leads, share customer profiles with ally, see when and where leads come from etc.

3. ERP applications consolidates the data provided by various functional groups of the company and also automate and maintain back-office business activities and tasks, such as: accounting and finance, HR and payroll, purchase, manufacturing, e-commerce accounting software, distribution process management, excellent supply chain management, services knowledge base, project management, reduce redundant tasks, lower purchasing costs, standardize critical business procedures and streamline business processes.

4. CRM concentrates on boosting sales, but ERP gives prominence on decreasing costs.

5. ERP was developed earlier than CRM.

What is meant by Mobile Customer Relationship Management?

Mobile Customer Relationship Management is designed to work and execute business data through mobile platforms.

Nowadays usage of mobile is rapidly growing and the number of mobile users is increased when compared to the desktop users. Mobile Technology speeds up the work process anywhere anytime and helps business people achieve their goal.

Previously salespeople need to boot up their laptop for any query while they are away from their offices and this is not feasible when they work on the field. So they require an automated process that tracks and stores their sales information.
Mobile CRM is mainly designed to help employees who are working in distant or field to access the required data and customer accounts through devices such as smartphones and tablets wherever they are.

It is used for business such as sales or marketing who often require remote access to their business, as it holds customer data on mobile devices where you can attend meetings using CRM data.
Mobile CRM has the same service, features and functionalities which is similar to desktop CRM.

Mobile Customer Relationship Management has new BI and analytics tools to enhance by providing easy access, reliable data that sales team can access in real time with unique CRM system. It can also provide higher communication between the employees in the field and those at the office can easily send messages, documents, files through social networking software like Zoho Connect, Salesforce Chatter, Microsoft Yammer, SuiteCRM connectors, SugarCRM connectors, VTiger chat, etc.,

Mobile CRM allows customers to determine where their data will be stored and ensure it is secure. It mainly concentrates on the security and privacy of the stored data, in case their device is stolen or lost and thus they can secure the data’s that are present in their Mobile.

Here are the benefits of Mobile CRM systems for large and small businesses.

• Increase Sales
• Data Collection
• Improve Customer Experience
• Improve Productivity
• Save Employee Time
• Ease of Data Access
• Improves data quality

How many types of CRM are there?

CRM system can be used in small businesses to bigger businesses. The system permits the organization to better serve clients and customers, as well as probable clients/customers, by putting together information from various departments of the organization and offering them in a cohesive manner.
There are 3 different types of CRM System used for the businesses.
Here is the explanation of the types of CRM system

Operational CRM
Operational CRM centralizes the business process, includes Sales, Marketing and Service automation. The main objective of this kind of CRM is to generate leads, change them into contacts, hold all required details and offer service throughout the life cycle.

Collaborative CRM
Collaborative CRM is otherwise called as Strategic CRM, which enables an organization to distribute customer data among various business units like the sales team, finance team, marketing team, service team and support team. The purpose of collaboration is to uplift the quality of service and customer satisfaction.

Collaborative CRM benefits are as follows:

• Recognizes customer service payment reduction opportunities
• Combines data to create an improved customer service overview
• Promotes customer-channel communication

Analytical CRM
Analytical CRM helps management, marketing, sales and support organization to determine the desirable way to serve their customers. Data analysis is the major function of this type of CRM applications. It examines customer information, coming from various touch points, to get valid insights about the current status of an organization. It helps management to take the honorable decision, marketing executives to know the campaign effectiveness, sales administrators to increase sales and support organization to improve quality of support and build the strong customer relationship.

What is Salesforce CRM?

Salesforce began with the creative power of reinventing Customer Relationship Management (CRM). To grow your business revenue, all you need is Salesforce Customer Relationship Management. Salesforce applications are run on the power of the cloud so users can access its full functionality without high maintenance and setup costs. It provides customers the ability to track and monitor their routine task, events and automate their work process, you can also work from any device at any location without any disruption.

Salesforce delivers reliable data, protection and security so that important data will not be lost. Using this CRM no need to get involved with coding rather it is designed to reduce customer difficulty. It is not only for Sales and Marketing but also enables you to manage all customer interactions, designed to help your organization/business can grow and succeed in the digital world.

It has several portals for businesses to improve customer satisfaction which helps customers to search and find their content they need. Self-service is the first portal of Salesforce CRM allows customers to check their purchasing, the status of orders, cancel facilities without contacting the support person, you can do it by yourself and this promotes customer satisfaction.

Customer Portal allows customers to manage and access their data within custom objects, it also provides an online support channel for customers to resolve their issues without contacting customer service. Partner Portal helps their partners sign in to Salesforce account through a separate website, the users can only see and manage the data if they have proper user access/permissions. Partner Portal gave access to external businesses to your Salesforce database which helps to get more leads and business opportunities.

It has a wide range of CRM categories include Sales Cloud, App Cloud, Marketing Cloud, Community Cloud, Service Cloud, Analytics Cloud, Data Cloud and IOT that meet your business needs and goal.