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“Why should I choose Zoho CRM?” Zoho CRM automation is the answer

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Are your business processes running in different directions and not meeting any of your objectives? Take your CRM needs to the next level with Zoho CRM automation

If you have a Business to Business (B2B) business, you’re not only dealing with a wide range of customers, but also numerous suppliers. It’s only natural that you want to keep everyone happy with your operations, as well as making things easier so that your own business can spend time on the most important parts of the job.

These objectives can create a major problem for B2B organizations when it comes to efficient document and maintenance processes, whether they relate to forms or any form you need to run your day-to-day work.

The problem of maintaining accurate and efficient records is one that many of our clients have faced. Fortunately, digital technologies, such as customer relationship management (CRM) software, provide innovative solutions to these problems.

Read on to find out all the things you can do with this useful tool and why you should choose the Zoho CRM automation.

Do you need a CRM?

To begin with, you should know that CRM is a type of software that performs a wide range of tasks for businesses. These include email marketing, sales projections, lead management, contact management, customer service registration, automated responses, among many others.

When you combine CRM and automation technology, you get exactly that, CRM automation. So, if you want to generate leads, capture their information and even identify prospects, you’re going to need a CRM tool that automates the entire process to save time and scale operations.

With the Zoho CRM automation, your teams will also be on the same page at all times creating a seamless pipeline.

What is Zoho and Zoho CRM automation?

Zoho is one of the world’s most popular platforms for small and medium business automation. It’s cloud-based, which means you don’t need to buy or rent your own servers and maintain them. You simply pay a subscription and use Zoho apps on your computer or mobile device.

One of Zoho’s applications is Zoho CRM, which is a convenient solution that allows to fully automate the marketing and sales department. One of the advantages of Zoho CRM is the wide variety of automating daily tasks, which helps to optimize work, keep in touch with customers and reduce small errors.

Automation allows the process of sending contact forms to work in a simplified way. So if you’re thinking about doing something you want to complete and you already have a flowchart of that action, it’s good to know that you can automate it.

You may want to read: Here’s how you can integrate Woztell with other Zoho CRM modules

The Zoho CRM automation is your best option, no doubt about it

Zoho’s main competitive advantage is that it has one of the best “value for money” ratios in the market.

As we all know, without customers we cannot run a successful business. Companies of all sizes invest a lot of time and effort using a Client Relationship Management (CRM) program to support them like Zoho CRM.

Here are a few reasons to convince you that the Zoho CRM automation is the best choice.

Create workflows

Zoho CRM analyzes your audit logs and activity history to identify patterns in your data and suggests pre-designed workflows to facilitate your sales process. You can choose to implement these workflows immediately or edit them as needed, allowing your sales teams to save time and focus on closing deals.

Integrate different apps

We’ve said it, Zoho is one of the most popular CRMs, and not just because of its features and functionality. Another benefit of using Zoho as a CRM is that it integrates seamlessly with the rest of Zoho’s marketing automation applications and tools.

With the applications available in Zoho Marketplace, you can select from the best options according to your business needs and features.

No programming is required during the integration process and most of these applications are available free of charge.

At WOZTELL we can help you optimize these apps so that your business gets exactly what it needs to be productive and successful.

Save up time and effort

Automation helps reduce the time required to execute routine activities. By saving time, your team will focus on streamlining the lead attraction process and increasing the conversion rate. And the consequence is clear: saving money.

Zoho CRM allows you to trigger quick activities and introduce functionality into your business process.

Want to know more? Let´s talk via WhatsApp!

This is how to create your first Zoho CRM automation

Along with the other benefits it offers, Zoho CRM has some steps you can follow to create your first automation. Take note below:

1. Customize Zoho CRM records

Customize account, contact and agreement data to store the necessary data and complete forms. Create links between different records and make sure that once you select a supplier for a customer, your forms are completed.

2. Create form templates

All vendor and tax forms provided by the customer must be converted into templates to extract data from Zoho CRM and accept customer input.

With this step, you set up an automated form that requests the information that was previously sent in PDF format via email.

3. Create a custom fill function

To create the process of completing and submitting forms from Zoho CRM, a custom function must be created to merge the registration data and submit the forms for signature.

In this step, you basically start the process of sending a form to be completed.

4. Create a workflow

To ensure that copies of completed forms are fully stored in Zoho CRM’s agreement and account records, create a flow that performs that action once the documents are signed.

The person receiving the forms will not necessarily complete and sign them immediately. The Zoho Flow app can recognize when the document was completed and find the record that started it all, as well as related records, and update existing records. Then you can make sure that everyone who needs a copy of the document receives it.

5. Create a Blueprint

The Blueprints option controls processes by making a record progress through stages. The actions of this option are based on user input. And, once you have set it up, you can avoid the pitfalls of submitting forms.

All your sales rep has to do is click on one of the buttons and verify some of the details.

This tool also ensures that all required fields are completed before you can sign.

You may want to read: This is how to work with your Zoho WhatsApp Integration

To sum up

Without automation, your business process can become chaotic and lead to endless paperwork, incomplete tasks and reduced productivity. At WOZTELL, we can help you save a lot of time and resources with our business process automation services. Overall, you can achieve better resource allocation, produce human error and gain deeper insights.

As a certified Zoho partner, we implement best business practices and offer a complete solution to manage your marketing, sales, service, support and more. Ready to start this journey?

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