“Why should I choose Zoho CRM?” Zoho CRM automation is the answer
Tabe of Content
- 1 Do you need a CRM?
- 2 The Zoho CRM automation is your best option, no doubt about it
- 3 This is how to create your first Zoho CRM automation
- 4 To sum up
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
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?
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.
What is Zoho and Zoho CRM automation?
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.
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.
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
Zoho CRM allows you to trigger quick activities and introduce functionality into your business process.
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
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
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
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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