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October 27, 2017

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Zoho CRM Customization -Customization of Zoho CRM

Every small and big business are adopted to Zoho CRM to improve sales and productivity around the world. Aryvart CRM is the concentric place to acquire the Zoho CRM Customization. Zoho CRM Customization can be accessed to your business from any part of the world.

In Beginning, Few elements need to custom in Zoho CRM Customization.

1. Home tab customization
Home tab is the quick indicator of the progress of the CRM activities. The home tab contains different modules like the dashboard, tasks, potentials, page layouts and so on. The home tab explains you regarding the sales activities. It not only explains the activities but also organizes your day’s work.

2. Module Customization
In Zoho CRM, Module customization allows you to keep track and categorize of different aspects of your organization such as marketing, sales, products, events, etc., In Zoho CRM the modules are representing in the form of tabs such as contacts, leads, activities, etc.,

3. Tab setting
Tab Setting Customization denotes the tabs by renaming them, hiding unwanted tabs and create web tabs of your own.

4. Page level customization
Page-level customization means customizing a record page and the layouts associated with it. This involves items on a page, search layout, customizing related lists and the list views related to the organization.

5. Templates
Zoho CRM Customization provides various templates that you can use. ( e.g: Inventory templates, customized email templates, and mail merge templates). You can also design templates based on your requirements.

6.Description
If you want to know about the custom elements (Home Tab, module, tab setting, page level, templates customization) of Zoho CRM customization. Click here!!

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    October 27, 2017

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    Zoho CRM Support – Support Center for Zoho CRM in France

    Are you looking for Zoho CRM support? We would be glad to confer you with a walk through of the Zoho CRM Support so that you can feel the benefits of using our CRM Support.
    We are France based CRM consulting company. All of our support and consulting are serviced from France and India. Our Zoho CRM consultants have extensive CRM knowledge to help you and our experts use the system efficiently and effectively. Knowledge base also available on the web which can be accessed by help document. Our Zoho CRM support is available through phone, email or via the web.

    1. Contact through web

    • Browse Our content on the web.
    • Getting Started
    • Connect your apps
    • Frequently asked Question
    • Administration

    Zoho CRM support

    2. Contact us for a free consultation

    • Address : 44, RUE DETERRE NEUVE 75020 PARIS, FRANCE.
    • Telephone : +33 (0)1 43 67 56 33
    • Email id : sales@aryvartcrm.com

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      October 27, 2017

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      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

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        October 27, 2017

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        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.

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        October 27, 2017

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        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.

          October 27, 2017

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          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

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            October 27, 2017

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            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.

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              October 27, 2017

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              Why is it important to have a CRM?

              Customer Relationship Management is an essential application in maintaining, connecting the vendors and the customers.
              The connections are developed, it is very easy for any organization to recognize the actual needs of the customer and help them in a genuine way. The implementation of the CRM can give the fruitful result to your business.

              The 7 important points to have a CRM

              1. A CRM system consists of history and analysis of all the existing customers. This eases up searching and connecting customers and to predict customer needs efficiently and increase business.

              2. CRM contains all the details of a customer such as a name, address, contact details, order history, email-id and so on. So it is very easy to track a customer and can be used to define which customer can be beneficial or not.

              3. In CRM, customers are classified according to various aspects based on the business they perform or according to the location and allotted to different customer managers. This helps in converging and focusing on each and every customer independently.

              4. A CRM is not dealing with the existing customers but is also useful in obtaining new customers. The method begins with knowing a customer and managing all the similar details into the CRM system. The Sales agent try to get business out of these customers by following up with them and changing them into a leading deal. Which is very easily and efficiently achieved by an integrated CRM system.

              5. The Customer Relationship Management features are affordable. All the data in CRM system are saved centralized which is accessible anytime on fingertips. This lessens the process time and enhances productivity.

              6. Effective dealing with all the clients and implementing them what they actually need improvements the customer satisfaction. This improves the chance of getting more contracts which eventually enhance income and profit.

              7. If the customer is happy they will always trust and will continue in business always resulting in expanding customer support and eventually improving the growth of the business.

              In these days the world become commercial, they are making the practice to deal with existing customers and getting more customers in the loop. By the CRM system, you can surely improve the business situation and reach the destination in the marketing effectively. So that’s why we recommended CRM system for your business.

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                October 27, 2017

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                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.

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                  October 27, 2017

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                  6 Reasons why your business needs CRM

                  Customer Relationship Management (CRM) is one of the largest developing software on the business market today. CRM system helps in collecting, organizing, and managing the customer information. Implementing CRM is very much advantageous for both small-scale and large-scale business. It helps you to build a deeper understanding of every client and respond to their unique needs within CRM software that can be accessed anywhere, anytime via desktop, mobile and tablet. There are many reasons why a business needs a CRM system and the list below highlights the most important reasons that are suitable for all businesses.

                  1. CRM Helps Your Business Grow

                  Customer Relationship Management is a way that uses technologies to manage and analyze your customer interactions throughout the customer relationship lifecycle. It cannot be used only to store your company and client logs, it can also tailor your company products and services to effectively suit the demands of the market it delivers. CRM scales with your business, it can handle larger data and more clients as you expand your service/sales operation. The main aspects of growing business are tracking numerous interactions between your company and your clients by using CRM system. The right CRM helps you build and scale your business with best relationships with customers.

                  2. Improved Customer Experience

                  CRM helps to improve Customer Experience by interacting with a customer provide a better customer service by having all aspects of the account in one place. It helps businesses to engage with their customers anywhere, anytime, and from any device. It allows tracking and managing customer contact information, correspondence, documents, conversations, and billing information. The CRM system enables you to use new metrics to collect data in detail based on actual records of customer interactions. You can use CRM to store personal information and details of your customers in your database, it helps to send regular updates about your business and organization to them. This makes them feel valued and make them prefer your organization the next time when they want to do business.

                  3. Increased Productivity

                  CRM boosts business productivity with the automation process and it works on the background of business to fulfill needs. Searching for a customer details or checking meeting details of new customer takes a lot of time, CRM handles all the details so all you have to do is talk with your client. Integrating your project with CRM allows you to provide greater clearance of projects and tasks for your customers. You can immediately share progress and work to be completed before deadlines with the details stored using CRM.

                  4. Boost Customer Relations

                  CRM can be used for marketing, sales or accounts departments in a systematic way with customer satisfaction. You will get a better understanding of your customer needs, wants and preferences which help increase in customer loyalty and decrease customer complaint. It helps to set alerts to follow-up a schedule on a timely basis and this helps you to be proactive, attentive on your work. This gains positive reviews from your customer which is the most powerful form of advertising for any business.

                  5. Track your tasks and events

                  In order to track your customer details, CRM is the best solution for tracking and monitoring details on a daily basis. A CRM not only track of every task and event but also create leads for your organization. It has a calendar system that allows you to see all task and events and also shows an overview of upcoming tasks. It also helps you to reduce human errors thereby assure that your business runs smoothly and more efficiently.

                  6. Increase New Sales

                  CRM has Automation techniques that enable organizations to automate their complete sales process. This helps to make accurate sales reports and monitor the progress of the sales with their day to day productivity. Generating and managing new sales leads are important and this can be achieved through CRM. It helps to consolidate all ongoing opportunities into a single view thereby improving productivity. CRM improve sales and all your work-related activities can be accessed from different locations on multiple devices.