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Top 10 Tips for Managing Customer Relationships with Zoho One - Blog Image

Top 10 Tips for Managing Customer Relationships with Zoho One

By CRM Systems

Managing customer relationships well is one of the central ways businesses succeed. With the right customer relationship management (CRM) tools, you can keep track of customer information, stay on top of engagements, and build loyalty that lasts. Zoho One offers a powerful CRM and suite of business applications that help you achieve this with clarity and efficiency.

This article shares top 10 tips for managing customer relationships with Zoho One. Each tip focuses on practical steps, tools, and examples you can use to improve how you manage leads, customers, and ongoing interactions.

 

1. Centralise All Customer Data with Zoho CRM

Tracking customer information across spreadsheets, email, and sales notes can quickly become messy. One of the biggest advantages of a CRM system like Zoho CRM is that it gives you a single place to store contact details, communication history, deals, tasks, and notes.

Zoho CRM’s contact and lead management tools allow businesses to keep all data in one database. When every team member can see the same record — including emails, calls, tasks, and files — it reduces miscommunication and improves response times.

Tip: With centralised customer data, teams spend less time searching for information and more time building relationships that matter.

Did you know?

Zoho CRM is used by more than 250,000 companies globally to manage business relationships and ensure consistent service quality throughout the customer lifecycle.

 

2. Use Lead Scoring to Prioritise High-Value Prospects

Not all leads are created equal. Some are more likely to become paying customers than others. Lead scoring helps you rank prospects by engagement and readiness to buy, so your team can focus on the ones most likely to convert.

Zoho CRM lets you assign scores based on behaviour such as opening emails, visiting your website, filling out forms, or interacting with your content.

Tip: When high-value leads are prioritised, your sales team spends their time more effectively and converts more prospects into customers.

Did you know?

Zoho CRM can automatically trigger workflows or assignments based on a lead’s score, ensuring top prospects are followed up promptly.

Learn more about Scoring Rules – Manual Scores

  

3. Automate Follow-Ups with Workflow Rules

One of the biggest challenges in customer relationship management is keeping up with follow-ups. It’s easy for manual reminders to slip through the cracks. Zoho CRM’s workflow automation tools can help you automate tasks like follow-up emails, reminders, task creation, or status updates.

With workflows, you can set specific triggers (like when a lead moves to a new stage in your pipeline) and actions (such as sending an email or creating a follow-up task). This ensures key steps are always executed at the right time without constant manual effort.

Tip: Workflow automation reduces admin work and ensures timely communication with leads and customers.

Learn more about Configuring workflow rules

 

4. Track Every Customer Interaction in One Place

Customer interactions happen across many channels — phone, email, meetings, social media and support requests. Zoho CRM captures these interactions in a central timeline linked to each contact record.

This means every team member can see what has already been discussed or done, which helps prevent duplicate outreach and keeps conversations relevant.

Real-time notifications and activity tracking also ensure your team never misses important touchpoints.

Tip: By tracking interactions, you build a richer, more accurate understanding of your customers’ needs and preferences.

Did you know?

Zoho CRM can automatically capture emails, calls, social posts and support interactions directly into each customer record, giving you a complete view of engagement history.

  

5. Improve Customer Support with Zoho Desk Integration

Customer service and support are essential parts of relationship management. Zoho One includes Zoho Desk, which integrates smoothly with Zoho CRM. This integration lets your support team see customer records, issues, and history right inside the same CRM system.

With ticket tracking, automated assignment rules, service level monitoring and self-service portals, your support process becomes more structured. Teams can resolve issues faster and personalise service based on the customer’s history.

Tip: Integrated support tools help you deliver consistent service and increase customer satisfaction.

 

6. Segment Customers for Personalised Communication

Segmentation means dividing your customers into meaningful groups based on attributes such as purchase history, industry, location, interests, or engagement level.

Zoho CRM makes this easy with filters, tags, and custom views. Once segmented, you can tailor communication and offers to each group, which improves relevance and engagement.

Tip: Personalised messaging makes customers feel understood and valued — leading to higher satisfaction and loyalty over time.

Did you know?

Zoho CRM lets you create lists and views based on detailed conditions, such as “contacts with last contact older than 60 days” or “leads from a specific campaign,” which helps with targeted communication.

  

7. Use Analytics and Dashboards to Monitor Relationships

Understanding how your customer relationships are performing helps you make informed decisions. Zoho CRM offers powerful analytics and reporting tools. You can build custom dashboards that show key performance indicators like conversion rates, sales activities, pipeline value, customer satisfaction scores and more.  Analysing this data helps you identify where relationships are strong and where improvement is needed.

Tip: Regular analytics review helps you refine strategies and forecast future outcomes more confidently.

  

8. Collaborate Better with Zoho Cliq and Zoho Projects

Customer relationship management isn’t just about tools — it’s also about teamwork. Zoho One includes collaboration apps like Zoho Cliq (for messaging) and Zoho Projects (for task and project management).

Enable internal and external collaboration

When your sales, marketing and support teams can communicate directly, they share context and insights that improve customer outcomes. Linking CRM records to chats and projects ensures that everyone stays aligned.

Tip: Strong internal collaboration leads to better teamwork and faster resolution of customer issues.

 

9. Maintain Data Accuracy with Regular CRM Clean-Ups

Accurate customer data is crucial for good CRM performance. Duplicate records, incorrect fields or outdated information can lead to poor decisions and wasted effort. Regular data maintenance helps keep your CRM clean and reliable.

Zoho CRM includes tools for deduplication, data validation and clean-up workflows. You can merge duplicate contacts, update missing fields, and enforce standards for data entry.

Tip: Clean data ensures your team works with reliable information, improving customer communication and planning.

 

10. Train Your Team to Use Zoho One Effectively

Your CRM is only as good as how well your team uses it. Providing training and ongoing education ensures everyone knows how to maximise Zoho CRM features — from entering data correctly to following workflows and interpreting dashboards.

Here are a few training tips:

  • Provide role-based guidance so each team member understands relevant features.
  • Create simple process guides for common tasks.
  • Use in-app tutorials and learning tools.

Strong user adoption leads to higher quality data, faster responses, and stronger customer relationships.

Did you know?

Zoho offers in-app tutorials, help articles and AI guidance through its Zia assistant that can help users get up to speed quickly.

Make Zoho One Work the Way Your Business Does

Stop juggling tools and manual follow-ups. With the right Zoho One setup, you can manage leads, customers, support, and analytics in one connected system — built for growth.

Get Started with Zoho One

 

Conclusion

Managing customer relationships with Zoho One and Zoho CRM gives you more structure, clearer communication, and faster reactions to customer needs. By centralising customer data, automating follow-ups, tracking interactions, analysing performance and training your team, you’ll create stronger, longer-lasting relationships.

At its core, CRM is about understanding people — their preferences, behaviours, needs and expectations. When that understanding is supported by the right tools, your business becomes more responsive, organised and customer-centric.

February 11, 2026
Skyrocket-Ecommerce-sales-2022

5 Ways to Skyrocket Your Ecommerce Sales in 2022

By CRM Systems, eCommerce Systems, Online Marketing

 

Setting up an online store is fairly easy these days, by using accessible software such as Zoho Commerce or Shopify etc. anyone can start an e-commerce business within hours. However, in order to be successful, you need to create and implement a well-developed e-commerce strategy. This should attract potential customers and make them feel welcomed on your online store, from the first contact to after-sales support.

There are hundreds if not thousands of online articles and guides on how to increase ecommerce sales in 2022. In this post, we are looking to make your job easier and present you the main steps you need to take in order to skyrocket ecommerce sales 2022.

Consolidate your shopping experience

Customer experience should be the main focus of any type of business, whether you are a lemonade stand on the side of the road or a B2B online store selling specialised products.

Even if you have the best products in the world, people will not buy it if they are having a hard time navigating your website or getting in touch with you.  There are several aspects to look at when it comes to having a seamless online shop:

Fast loading speed

Approximately half of all shoppers expect e-commerce websites to load in two seconds or less. If your website takes more to load, potential customers will most likely turn to your competitors, causing you to lose sales opportunities.

Smooth shopping cart and checkout functionality

A large number of people abandon their shopping cart during the checkout process for reasons such as hesitating to provide their financial information, insufficient payment options or shipping prices turning out to be higher than expected. What you can do in exchange is to add a progress bar to give shoppers a visual indicator of where they are in the checkout process or to provide a limited-time offer to incentivise shoppers to complete the transaction immediately.

Secure payment options

Offer multiple online payment methods to your customers to avoid high shopping cart abandonment rates. Aside from debit and credit card options, consider online payment processors like Stripe or PayPal and even buy now, pay later functionalities. There are multiple factors that you can control for the checkout process, so be careful to never give people a reason not to buy and start searching somewhere else.

Mobile-friendly

A large majority of consumers are researching products and placing orders from their mobile phones. Including mobile optimisation with your e-commerce website is vital for the success of your business.

Extensive product information

Consumers can feel hesitant to make online purchases, especially from brands they are not familiar with. Since people cannot see or try the product before buying it, you need to offer as much product information as possible – colour, size, materials, ingredients, care instructions, place of origin, specifications etc.

We recommend you to constantly A/B test the various elements of your website, from button colour and placement to product photography, and check analytics to see which versions lead to a higher level of conversions.

Generate more leads

Before nurturing your leads and converting them to paying customers, you need to add more of the right people to your subscribers/followers list. Your latest content and promotions are useless without having an audience available.

Never hesitate to ask people to join your list of subscribers – if they are interested in your product or industry, they will subscribe. Next, segment those leads to create personalised marketing campaigns to each target audience.

Of course, you don’t just ask people to follow your social media page or receive your email without being prepared in advance with an optimised social presence, how-to blog content, interacting with engaged communities, building strategic partnerships, surveying prospects, and tapping into new audiences with guest blogging.

As a final word on generating and cultivating those leads, always focus on email and lists of subscribers. Social networks come and go out of fashion, while email marketing still delivers the highest return on investment, and your list of email contacts stays there all the time (except for people who unsubscribe but are replaced by new subscribers). Email allows you to interact directly with your prospects, without being affected by changes in policies that social networks make quite often.

Upgrade your SEO strategy

Search engine optimisation is a must-have in your digital marketing strategies portfolio when you are looking to skyrocket ecommerce sales 2022. This is because many potential customers land on your website after making a search on Google or another major search engine. In order to increase your chances of being found by new people on your site every day, you need to boost your ranking by including prominent keywords from your industry in your web pages.

Google offers a keyword planning tool that provides information on both the search volume and competition for various keywords. In order to be displayed on the first page of search engine results, it is recommended to include in your website keywords that have a medium or high search volume but a low to medium competition rating.

SEO also includes improving your voice search visibility, creating content that answers specific questions, and adding videos and optimising them for search. Regularly test your e-commerce website to see what works and what is killing your SEO rank and conversions.

Gain the trust of potential customers

Would you buy something from an online store you know absolutely nothing about, especially when the value of the purchase is high?

One of the natural laws of the business world is that people do business with those whom they know, like, and trust. Learning how to increase online sales through social media means that you will need to be active on social networks and have a presence that reassures shoppers who research your business before placing an order online.

Social proof is an excellent strategy for showing new visitors that you are already trusted by other customers and it usually takes the form of online reviews.

You can encourage more customers to leave reviews by sending them reminders a week or two after their purchase. You can even offer them a special discount for leaving honest feedback on your site, although someone who is really happy with the products and the service you’re provided will want to let other people know about it without needing an incentive.

Another method that can increase conversion rates significantly is using trust badges from reputable companies on your checkout form. This works because being recommended by a trustworthy, large enterprise is also a form of social proof.

Diversify customer support options

Nobody places an order thinking they will have an issue with the purchase, but you have to be prepared for all kinds of situations, some of them not even being your fault. A well-trained customer service team can turn a dissatisfied customer into a loyal supporter of your company.

In order to be able to handle effectively and professionally all customer interactions, we recommend using a mix of chatbots and live chat. Chatbots will manage the simplest requests and filter customers, thus saving time and costs.

For interactions managed by human agents, consider offering as many channels as possible, such as phone, email, live chat, and social media messaging. Throughout all your customer service interactions, be customer-centric (and not by just saying you are so) and have meaningful conversations with customers about your products and their experience. Don’t be afraid to ask people what it would take to get them to buy your product – some customers will be honest and tell you exactly what they think!

To recap this post, there are five major directions you need to complete in order to skyrocket ecommerce sales 2022: making sure customers enjoy the time spent on your website and deal with no frictions, communicating to a large number of prospects, optimising your website for search engines, getting people to trust you, and offering multiple customer support options. Once you get all of the above firing on all cylinders, consider adding paid ads (like Google Ads or Social ads) to the mix to drive even more traffic to your website.

Don’t forget to monitor your results and make required changes to get the best from this framework for increasing your e-commerce sales in 2022!

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August 16, 2022
Applying for Grants

Could you use $15,000 from the Business Boost Grant?

By CRM Systems, General News, Web Design

With the recent $5,000 Business Basic Grant filled in just 3 hours, it pays to prepare for the next grant out now with submissions opening in late July.

business boost grantThe Business Boost grant is part of the Queensland government’s $25 million dollar plan to assist small businesses announced recently.

This grant is up to $15,000 which will help small businesses to improve their productivity & efficiency through organisational development and upgrades through automated software and CRM systems.

Available Funding:

You may be eligible to receive a grant payment of $15,000 (excluding GST) on completing your proposed project.
Successful applicants must co-contribute at least 30% of the total project costs.
Grant funding will be paid only after compliant acquittal documentation is received.

We will not fund projects with:

  • a total cost of less than $10,715 (excluding GST)
    or
  • payments made before the approval date (you must be approved before you pay for grant-funded project activities).

Total project costs (excluding GST):

MINIMUM: $10,715

MAXIMUM: $21,429*

*Your project can cost more than $21,429 but the maximum amount DESBT will contribute is $15,000.

Co-contribution Example:

Total Project Cost (up to): $21,429
Your contribution: $6,429 (at least 30% of total project costs)
Grant funding: $15,000 (post project)

Eligibility

To be eligible for this grant, your business must:

  • have fewer than 20 employees at the time of applying for the grant
  • have an active Australian Business Number (ABN) and registered for GST
  • have a Queensland headquarters
  • have a turnover of between $300,000 (minimum) and $600,000 (maximum) in the last financial year (2020–21)
  • have a publicly reachable web presence to identify business operations (e.g. business website and/or social media pages)
  • not be insolvent or have owners/directors that are an undischarged bankrupt.

Check your eligibility to find out if your business can apply for the program.

What it covers:

Future planning

  • Strategic business planning for innovation or growth
  • Implementing a governance board to guide strategic planning
  • Exporting opportunities and requirements
  • Compliance with industry regulations and standards

Specialised and automated software

  • Design and implementation of management systems, including
    • data warehouses
    • asset management
    • customer relationship management systems
    • quality and compliance management
    • risk management
    • production systems
    • project management systems
  • Bespoke or complex website design and build, including e-commerce, software integration, booking systems
  • Cybersecurity tools
  • Innovative technology that improves or diversifies service offerings

Staff management, development and planning

  • Human resource management skills building
  • Professional development and training
  • Digital workplace plans and systems for a remote workforce

IMPORTANT INFORMATION/STEPS TO DO WELL BEFORE SUBMISSION

  1. Make sure you meet the criteria
  2. Get your Statutory Declaration signed and scanned ready to submit
  3. Get a Quote – Contact us to meet/discuss your requirements so we can prepare a quote for you
  4. Using the sample application form – answer all questions making sure you match the criteria exactly. Use a text or Word document and do this well beforehand
  5. Just copy & Paste to speed up the application process on the day
  6. IMPORTANT – SUBMIT WITHIN THE FIRST FEW (2) HOURS!!!

The last grant was closed in just 3 hours so be quick!!!

How we can assist you?

We can assist you in many way including refreshing or rebuilding your ecommerce  website, track and manage leads + implementing sales and marketing automation via and effective CRM (Customer Relationship Manager), implementing a Project Management System or HR Systems, strategic marketing plans and much more.

Why not integrate your website store into and Inventory management system with 2 way syncing of products and invoices synced to your accounting system?

We can assist you to think outside of the box so schedule a time to chat with us regarding applying for this grant. Alternatively, you can Request A Quote here.

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June 21, 2021
telephony

Telephony Integration to Boost Your Business!

By CRM Systems, General News, Telephony

Telephony from Zoho CRM enables you to stay on top of leads and save money at the same time!

There are many ways you can get in touch with your customers, such as email, social media, live chats, etc. However, one old method to talk to people is still among the most effective, and that is  telephony. Implementing quality phone systems and telephony software will do wonders for your business.

70% of consumers interviewed in a survey said that they would rather speak to a human customer service representative than engage with a digital customer service rep or chatbot. This shows that your customers would rather hear from you in person, and they prefer telephone interaction to other types of communication, no matter how advanced and convenient they seem on paper.

Having a reliable phone system for closing sales and offering customer support is vital for the success of your business. If you see telephony as an outdated service that hasn’t evolved much, you are mistaken. VoIP phone systems are accessible to any small business and they come with huge benefits.  Here is why you should move to a VoIP phone system:

  1. Lowering cost per call

VoIP phone systems use Internet Protocol to make calls, which means that instead of using telephone lines, communication data is sent over an IP network. IP networks can be an Internet connection, a direct IP connection to your telephony service provider, or a combination of both. An advantage of IP is the guaranteed quality of service from the provider’s network to your office network. But the biggest advantage of using VoIP telephony is being able to make both domestic and long distance calls for free. With traditional phone lines a line is taken up when two callers are using it to communicate, which makes phone calls expensive, especially long-distance ones.  Switching to VoIP telephony will lower your phone bill by as much as 80%!

  1. Mobility

Gone are the days when a business was only managed from its headquarters. If you want to stay on top of your business operations you may need to be available outside the regular business hours. Mobile VoIP services also allow a more flexible schedule and if you need to go out of office during your working hours, you can still make a phone call from your CRM system using just your smartphone or another portable device.

The mobility of VoIP phone systems comes with another advantage: if you move your business headquarters, you don’t have to waste a lot of time reorganising and setting up phone number transfers to your new location. The reduced physical limitations of a VoIP phone system gives you the freedom to move as your business demands without any hassle.

  1. Solution in case the internet stops working

VoIP telephony software depend on your internet connection, but the internet not working at a given moment will not cancel your ability to make calls. One of the most valuable features of VoIP telephony software is call forwarding. This gives you the capability to choose where your calls are forwarded and your productivity will not be affected by power outages or weather-related issues. You can use your mobile device or laptop to answer instead of your office phone.

  1. Easy conference calls

Creating and participating in conference calls can be difficult when using traditional lines. In most cases, you will have to pay for an additional service to host multiple callers for a conference, while with VoIP phone systems these services are native and do not carry additional costs. Even video interaction with colleagues and clients when you are out of office is easier to manage with VoIP phone systems.

  1. Feature diversity

The features of VoIP systems are created to maximise your productivity as much as possible. An example of a situation that VoIP telephony software can help you handle easier is being on a call with other calls in queue; you can use this time to read voicemail-to-text transcriptions of missed calls, which are sent directly to your email inbox.

  1. Having your calls and sales in one place

When your calls and sales are separate, it’s difficult to measure the effectiveness of your calls and their impact on your sales. Integrating your phone system with Zoho CRM enables your team to make and attend calls directly from their sales software and compare call results against corresponding deals. You will also be able to keep track of previous conversations and contact details by accessing call histories under each record.

  1. Ease of use

VoIP telephony software applications such as Zoho CRM provide a variety of tools that make contacting your customers and prospects a lot easier, such as single-click dialing straight from Zoho, planning calls in advance to follow new leads while they’re fresh, setting reminders for upcoming calls, sending notifications for missed ones, automatic call logging to eliminate manual data entry, and call data analytics.

  1. Enjoying the benefits of the 3CX technology

    telephony

IP PBX from 3CX is a complete telephony software system offering phone calls over IP data networks. Conversations are sent as data packages over the network but IP PBX is also able to connect to traditional PSTN lines using an optional gateway. An IP PBX phone system consists of one or more SIP phones and optionally a VoIP gateway to connect to existing PSTN lines. The main benefits of IP PBX are:

  • Easy to install and configure compared to traditional phones – The processing power of the computer and the user interface are used by IP PBX, so a trained installer is not required to install the new phone system; someone who is proficient in networking and computers will be able to do the job.
  • Easy to use due to GUI-based configuration – An IP PBX can be managed via a web-based configuration interface or a GUI, enabling you to maintain and make changes to your phone system without being a phone technician.
  • Eliminating phone wiring – Hardware IP phones can be connected directly to a standard computer network port, while software phones can be installed directly to your PC with no telephony wiring required!
  • Scalability – If you outgrow your proprietary system, you will need expensive hardware modules to add more phone lines or extensions or you may need an entirely new phone system. With IP PBX a standard computer is enough to add more phones and expand your network.
  • Ease of use – Proprietary phone systems often have advanced phone features that employees struggle to use. With IP PBX you don’t need detailed instructions in order to set up a conference or transfer a call to an old PBX due to the user-friendly GUI.
  • Allowing hot desking and roaming –  Hot desking is the process of moving office or desks based on current tasks you need to complete. Extensions used to be required to re-patch to a new location, but with IP PBX the user can take his phone to his new desk and calls can be diverted anywhere in the world.

Telephony from Zoho CRM using 3CX technology represents the best solution for your business as it offers you the flexibility, financial savings, and ease of use you need in the modern business environment.

If you’re interested in boosting your business and sales, contact Visual Marketing Australia to find out how you can switch to VoIP phone system provided by Zoho CRM today!

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August 7, 2020
work remotely

Working Remotely Is the New Norm! 

By CRM Systems, General News

The Covid crisis has changed the world we live in, but many of these changes, such as working remotely, have not come as a surprise. The lock down has just accelerated trends we were already seeing in the last few years, with remote work being one of the most pertinent topics on the public agenda since March 2020. 

Working remotely has become the new norm as we were forced to implement it due to lock down restrictions and we’ve now seen that it actually works. This new way of working played a vital role in business and economic continuity during the original lock down period, and will provide stability during future emergencies, especially now that it’s proven to be successful. 

Working RemotelyEven amidst this Covid crisis, employees are reporting greater productivity and higher job satisfaction, which is translating into enormous profitability for their employers. Permitting off-site work allows businesses to reduce overheads  through reduced real estate, equipment, and supply costs. 

Australia remote working statistics 

Statistics confirm what we were already presuming, that remote work will play a major role in our economy and is here to stay:

– 47% of small business would like to work remotely more often; 

– 45% consider that remote work creates more free time; 

– 90% of small business owners in WA work remotely one or two days a week, followed by NSW (84%), QLD (82%), and ACT, NT, TAS combined (50%);

– 82% of business owners from areas that are not from metro areas work from home one or two days a week, compared to 75% of business owners from metro areas 

– even when reliable public transport is available, people prefer to save time and money by working remotely from home. 

Work is more about what you do than about where you go 

Even after restrictions were lifted, more than one million small businesses continued to operate remotely. Why? A possible explanation was provided by Vijay Sundaram, Zoho Chief Strategy Officer: “The nature of work will change forever as the number of businesses deciding to work remotely and from home will skyrocket, even after lock down and social distancing restrictions are lifted (…) If there’s one thing business owners and workers are understanding in the wake of COVID-19, it’s that a job is something you do rather than somewhere you go.” 

Sundaram also explained that remote work is not just a temporary solution to a problem, but a new way of doing business as it uncovers a range of opportunities never seen before: “This will upturn norms that have been accepted for generations. Relentless innovation in affordable technology will put remote work w

ithin the reach of every company, lowering costs and creating new agility.” 

Will remote work allow your staff to stay idle because you are not monitoring them? 

Not if they are motivated and the right people for the job. Remote work will require human resource specialists to focus even more on matching talent with open positions. There will be a shift from physical presence and close monitoring to using results as the main measure of performance. Remote work done properly means it will be even harder for employees to purposely waste time during their working hours. 

Saving time and money 

No longer needing to organise and maintain office space, as well as reducing commuting hours, are not the only ways that remote work helps us save time and money. The new paradigm will reduce the importance of events, meetings, and business travels, whose values were often overestimated. 

Remote work is excellent for Australia’s low population density 

James Dellow from the Digital Workplace Company, based in Australia, reveals that working remotely is an excellent solution for Australians, who are located around the main cities. 

Creating a hybrid between working remotely and commuting to work 

Not all jobs will be done exclusively from home or other remote space. On the one hand, some tasks can only be completed at the office or job site, in certain industries such as healthcare or construction, and on the other hand not all people have optimal home-working conditions. Those days when you cannot handle working from home or you miss drinking coffee with your colleagues, you will still go to the office the old-fashioned way. However, even work at the office could be different from what we used to know, with fewer employees present, less overtime completed at the office, and social distancing rules still imposed for as long as the Coronavirus represents a threat. 

Urban areas will be less crowded 

The growing acceptance of working remotely will enable people from rural areas to kee

p living in their communities, if desired, instead of moving to a more urban or city environment in order to advance their career. Many companies whose employees are working remotely are aware of the fact that employees may miss the social interactions from going to the office every day, so they have set up working hubs in spaces such as shopping centres, where staff can go if they want to come together as a group. Public social networks can enable social relations even if most of the work is completed through online meeting platforms.

Remote work challenges 

Some small businesses and their employees see remote work as an ordeal. 

The reason? 

They do not have the right tools to work from home in an efficient manner. James Dellow, cited earlier, observed that companies who had adopted and invested in digital tools such as intranet or online meeting platforms were delighted with the rewards of remote working, while companies which did not are st

ruggling to implement working from home due to unsuitable or outdated tools. 

The lack of adequate online meeting platforms does not only have a negative impact on productivity, but it also decreases employee engagement. Traditional online communication methods, such as email, do not work in today’s digital environment, so companies need to find new ways of engaging and ensuring high efficiency at work. 

When asked about their expectations from online meeting platforms, small business owners said they need a reliable way to access the resources of their workplace outside the office and communicate with employees at the same time. Sending documents via email while you are using a different device for a video call is common, but it is slowly becoming an outdated model as today’s software is dedicated to working remotely and manages to integrate all functions of remote work in one app or platform.

One of the tools that is already enabling Australians to work remotely with excellent results and minimal friction is Zoho’s Remotely online meeting platform.

Benefits of Zoho Remotely include:

o Communication from anywhere and everywhereWorking Remotely

All your business communication can be conducted online, whether it’s a team meeting or a sales presentation. 

o Seamless collaboration 

Zoho Remotely allows you to create team drives, share documents with members, and collaborate in real time to get the job done. 

o Solve issues from anywhere 

Integrated apps enable you to help staff and customers from everywhere by sharing help files, solving customer queries, and taking control of their system. 

o Affordability

Zoho Remotely will be offered for free until September 1st, 2020, and its pricing will be announced soon with the same commitment to good value for money that Zoho demonstrates with all its products. 

o Being able to use a variety of Zoho applications 

  • Remotely is a package of 11 applications from Zoho: 
    • Zoho ShowTime – Engagement and training tool 
    • Zoho Writer – Collaborative word processor 
    • Zoho Sheet – Collaborative spreadsheet application 
    • Zoho Cliq – Instant messaging/chat platform 
    • Zoho Show – Business presentation tool 
    • Zoho Meeting – Video conferencing tool 
    • Zoho Sprints – Agile project management software 
    • Zoho Lens* and Assist – Remote support software 
    • Zoho WorkDrive – Document management tool 
    • Zoho Projects – Comprehensive project management tool 

Contact us if you want to take remote working to a new level in your company by using Zoho Remotely. Visual Marketing Australia is an Authorised Consulting Partner for Zoho CRM since 2018. We have been using Zoho CRM for more than a decade, we know how to put its features to work to meet digital marketing needs and support working remotely. 

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July 14, 2020
Zoho CRM Social media

The Importance of CRM with Social Media

By CRM Systems, General News

In a recent post about Zoho CRM we were talking about the importance of customer retention and how critical it is for your company’s success to attract loyal customers. Research has shown that as little as 5% increase in customer retention can result in an increase in company revenue by 25-95%!

Cultivating loyalty is a very powerful tool that many businesses overlook while focusing on other, less effective ways of increasing profits. In the aforementioned article we were also showing how Zoho CRM can be used to attract and ease repeat business due to a series of features the world’s second favourite sales platform offers.

Relationship marketing

Looking at the bigger picture, what your business needs to learn is how to do relationship marketing, the best way to retain customers and stop wasting money on acquiring new customers that don’t stick. According to this Hubspot definition, relationship marketing is

“a type of marketing that focuses on cultivating deeper, more meaningful relationships with customers to ensure long-term satisfaction and brand loyalty. Relationship marketing is not focused on short-term wins or sales transactions — rather, it is focused on delighting an audience and your customers for the long-haul.”

Tactics used to implement relationship marketing in a company often look totally different from what traditional marketing had taught us to do in order to attract clients: messages that don’t resemble advertisements, admitting mistakes, creating content that takes more time and effort to digest, offering lifetime warranties, and being 100% transparent about products and services.

These are bold changes that may require some companies to completely change the way they do marketing, but before achieving this type of marketing that consists of fostering customer loyalty, interaction, and long-term engagement, you also need a tool to help you understand your audience. You need to become able to reach prospects where they are most likely to react in a positive manner. Zoho CRM Social media tools will enable you to determine what tactics work and what marketing activities are ineffective.

Relationship marketing today is not possible without the latest technologies that are used to manage customer interactions and data throughout the customer lifestyle. Insight from software like Zoho allows you to create more personalised and positive experiences. Here is how Zoho CRM can help with social media:

Measuring results

A recent study revealed that 3.2 billion people use social media. With over 42% of the human population on it, it’s vital business to get social. However, being on social media without measuring it is pointless. Analysing social media data will help you build a social strategy to grow your business; it will help you understand the crowd as this takes more than just a simple monitoring of your social media pages and reading what people are posting every day. Zoho CRM social media can assist by:

  • Monitoring customer feedback on social networking sites;
  • Keeping track of customer’s social media interactions inside CRM;
  • Getting notified on Zoho CRM whenever someone interacts with your brand;
  • Managing and posting to your brand’s social media accounts from CRM;
  • Adding leads from social media back to CRM.
  • Understanding your audience

This allows you to tailor content that resonates with your target market and helps to build an effective content strategy. For instance, you can create your own listening stream and follow what your prospects and competitors are saying about your brand on Twitter with keyword tracking in the Monitor Tab. It is also possible to listen to live updates from your prospects to understand what matters to them and find the right time to get in touch.

Understanding your ads

Social media ads are rather expensive, so you should measure them to see if they deliver successful ad performance and find out what you need to change about your social media campaigns. Zoho can integrate Facebook profiles so you can keep track of all your online conversations but also measure your online marketing activities as Zoho connects to your Facebook Ad manager.

You can easily manage Facebook ads inside CRM as Zoho CRM has extensions for Facebook Ad management and lets you bring your campaign information into CRM and compare the results from campaigns against sales. Some of the actions you can take are comparing the performance of your campaigns against each other to determine which are most effective at bringing in leads, importing your spending from these campaigns, comparing it with other expenses, managing your sales budget, and creating dashboards for your Facebook Ads.

Understanding your content

CRM software programs like Zoho will give you an overview of everything such as likes, shares, comments, what content does well, devices content is consumed on, reaches and impressions (views), profile views, clicks – all allowing you to reduce wasted time and focus on what works. Zoho CRM social media features consist of social dashboards that allow you to focus on the social media conversations important to your business. You can follow posts and conversations from your leads, contacts, or potentials, and thus stay ahead of the curve without needing to manually check all your social network accounts.

Managing your social media conversations in real time

The social tab in Zoho CRM allows you to take multiple actions from its social tab, such as closing deals and sharing content. If your company has multiple social media profiles for individual products or services, Zoho CRM makes it easy to manage them by adding the profiles under a Brand. The platform seamlessly synchronizes all your brand profiles and settings in real time. You don’t have to switch from one browser tab to another as it is all there – your only task is to react to customer interactions and seize the opportunity to sell.

Aside from managing conversations in real time, you have access to conversation history. Once a contact has been added to Zoho CRM, you can access their information, deal history, and activities from the Social Tab. You can see the most recent social conversations your business has had with your contacts, and with real-time information you’ll never miss out on the sales context in your responses to social media posts.

Automating social media tasks

You can add leads manually from the Social Tab, or you can automate your lead generation. Zoho CRM lets you set up triggers to automatically add leads and contacts from social media based on the type of customer interaction. You can also automatically assign leads and contacts to your sales reps with assignment rules, tasks, and reminders.

In the end, when considering implementing Zoho CRM social media tools, you simply want a good ROI from effort and money, so you can increase in brand awareness, website traffic, customer engagement, sales and conversions whilst reducing technical support issues.

If you want to enjoy all these advantages and sell more on social media with help from Zoho, contact Visual Marketing Australia for an obligation-free consultation. We are an Authorised Consulting Partner for Zoho since 2018 and we can help you obtain the various Zoho packages from just the CRM to also include Sales Automation and Marketing Automation, Finance, HR, Project Management, Social Media, and much more. Give us a call today and we will show you how to acquire and use CRM to increase your company’s sales through Zoho CRM social media!

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February 13, 2020
Zoho CRM system

Maximising Zoho CRM System for Enhanced Business Profitability

By CRM Systems, General News

Many businesses are exploring methods to increase their profits, such as developing new products, outsourcing certain functions, or identifying cheaper raw material sources. All these efforts come with financial expenses and the intense use of time resources while results are not always guaranteed.

What if we told you there is a much better way of increasing profits by 25% to 95%? 

Surprisingly, this life-changing tool is right within your reach, without requiring you to alter your business in a fundamental manner; the secret is to nurture your existing customers rather than investing to attract new ones.

Statistics show that it’s costing five times as much to attract new customers than to keep and cultivate existing ones. Loyal relationships keep costs to a minimum by their very nature as you need to invest less resources into persuading your prospects they need your products and/or services.

There are deliberate steps you can take to obtain cost savings through loyalty, such as offering incentives to sales staff that acquire customers who stick, focusing your customer acquisition campaigns on customers that ensure repeat business, creating annual reports for customers just like you would do with investors, and using dedicated software for managing your customer relationships.

The latest tactic for maintaining your loyal customers is what we will be talking about in this post. Our recommendation for CRM software is the Zoho CRM system, a platform we have been using in our company for many years and that we have been offering to our customers since 2018 as an Authorised Consulting Partner for Zoho. Here are the main reasons why Zoho CRM is an excellent choice for any business regardless of its industry and size, including yours:

Automating routine sales

Acquiring a new customer and making that first sale is exciting for any sales professional, but aside from praising your sales staff for attracting new customers, you should also provide them with the tools needed to make repeat sales in an easy manner.

Zoho automates sales processes and support functions that take up valuable work time (and don’t give your employees too much of an adrenaline rush either) so you reduce manual data entry, eliminate redundancies, and make the whole process smooth and fast for your loyal customers.

Effective contact management

You can’t have a close relationship with your customers if you don’t know who they are and you are not able to access related data with minimal effort. Ideally you should be able to foster strong customer relationship and eventually turn your customers into brand ambassadors. Fortunately you can achieve this with support from Zoho, which can make your work smarter by offering real-time notifications from customers, displaying a complete picture of customer conversations, supporting customer tickets and queries instantly, and communicating with customers across channels.

Monitor and reach your customers easily

CRM software, such as Zoho, makes it possible for you to follow your customers’ social media behaviour, which means you can see where you’re being talked about and participate in conversations, target customers who haven’t responded to emails and connect with them on platforms where they are active. You can identify and analyse your audience, their behavioural pattern and communication preferences, and reach these prospects where they spend most of their time.

What is amazing about Zoho is that you can contact your customers at the best times to get a hold of them due to Zia, Zoho’s AI assistant, which will make suggestions based on your previous interactions.

Predictive sales tools

A golden moment where you could have closed a deal with one of your customers could be lost because you had to look through your database to find a missing piece of information, and customers usually don’t wait until you’ve done your due diligence.

By using the Zoho CRM system, all your data, figures, and reports are available a text away or you can have a chat with Zia and make a request for contact or sales data. Moreover, when you are not sure about the customers you should focus on Zia can predict the win probability of every ongoing deal and assign a score showing how close they are to conversion. This way, you can stay focused on the right targets and nurture those leads that have potential. Zia can be for you that sales expert that always provides working tips and enables you to never slip out of deals.

Marketing automation

Before devising a strong sales strategy, your marketing should be shipshape as well, with help from Zoho CRM’s marketing automation tools. If you want to retain customers, you’ll need to create a unique approach when selling, and the Zoho CRM system assists you with segmenting customers based on their region, requirements, lead source, and even their level of responsiveness towards you.

Segmentation makes tailor-made campaigns possible and your brand will be able to communicate to each prospect or customer based on their interest in your products, awareness level, budget, and other criteria that can help you provide them with an excellent buying experience they will want to enjoy again and again.

Help pick the right influencers

CRM helps you understand your audience behaviours, and what causes that behaviour. By using social media data you can pick the right influencer for your brand. Having an influencer represent your brand can build trust with your target market.

One of the ways that Zoho CRM system can help you select influencers is finding sentiments in email with Zia – Zoho’s AI assistant can skim through your inbox to detect the sentiment behind each mail and tag them as positive, negative, or neutral. Correlate this with prospects that have a large number of followers among your target audience and you have found the people than can advocate for your brand and communicate your message more effectively.

Email marketing

EDM (or Email) marketing delivers some of the best returns on investment compared to other digital marketing techniques and is a must-have tool if you want to cultivate loyal customers. Email enables you to keep leads engaged from your first contact, but also to stay top-of-mind for your newly-acquired customers.

Zoho allows you to schedule reminder emails and offers analytics that measure email open rates, clicks, bounces, and other indicators that you can use to assess your email marketing success. Email is also used for sales to engage with your leads and customers, and writing effective emails is easy with the Zoho CRM system because the platform helps you create personalized content by combining emails with contextual CRM information and analytics.

CRM is a key competitive differentiating factor

CRM, especially Zoho CRM system, is crucial for gaining competitive advantage, as this type of software is no longer dedicated to elites, but it has evolved to suit even the smallest companies. Companies which have integrated CRM talk about how this move has allowed them to gain an overall view of their sales, increase performance, empowered sales staff so they managed to achieve their quotas, and improved customer retention. It all comes down to your ability to retain existing customers as this has a huge impact on your revenue, and there is no better tool to achieve this than modern CRM.

Looking for the simplest way to integrate Zoho CRM system into your company sales and marketing? VMA can help as we are a CRM Consulting company that has been using Zoho CRM for the best part of 8 years now. We certainly know it well and have watched it transform into one of the best CRM’s in the market today, voted #2 behind Salesforce but way more cost-effective.

We are a CRM consultant and Authorized Consulting Partner for Zoho Customer Relations Manager (CRM), one of only 20 in Australia and based on the Gold Coast and we are well-positioned to consult in Brisbane and all of Queensland and New South Wales if required. Contact us today and take the first step towards leveraging CRM to increase your company profits!

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February 12, 2020
CRM Strategy

The Importance Of Data Collecting And An Effective CRM Strategy

By CRM Systems, General News, Online Marketing

Marketing and catering for wider audiences to increase brand awareness used to be the norm in the past. Nowadays, addressing your target market is significantly more important as they are most likely to convert to paying customers. What you want is customers that will make a purchase now, rather than in the distant future or never.

Today’s marketing focuses on the target audience in order to advertise specifically for that group. Businesses have understood they need to create advertising campaigns that make prospects feel important and powerful.

However, this can’t be done unless you truly know and understand your target audience.

Creating marketing personas and building an effective CRM strategy are both efficient tools, but they require something more than creativity and intuition. Effective marketing is based on extensive knowledge extracted from reliable data. The collection of customer data allows you to truly know your audience and target them persuasively.

Moreover, you must not only know how to collect data, but also how to interpret and implement it in order to utilise it and create great campaigns. This is where a good CRM system can make the difference.

Why collect data about your audience?

The use of collected data helps to create personal relationships with customers, which will ultimately result in customer loyalty and retention.

Collecting, organising, interpreting, and implementing customer data are key steps in the development of any successful business. An effective CRM strategy allows you to perform these actions effectively and successfully.

There are some simple steps you can take in order to build your customer relationships. Collecting data like a pro will help your marketing and will also save you time. This means you have more time and information available to grow your business.

How customer data & a CRM strategy will take your business to the next level

The most important advantage of collecting customer data is being able to create an effective CRM strategy.

But what is a CRM strategy?

CRM stands for Customer Relationship Management and refers to managing an organisation’s relationship and interactions with customers and potential customers. CRM systems allow companies to interact effectively with customers, streamline marketing processes, and improve profitability.

Other benefits of data collection and CRM strategy include:

    • Increased ability of resolving customer issues;
    • Tracking customer spending habits;
    • Choosing the most effective marketing media;
    • Generating purchase recommendations and suggestions;
    • Increasing customer retention rates;
    • Achieving a deeper understanding of your market;
    • Improving your consumer database;
    • Helping to improve your marketing strategies;
    • Creating personalisation.
    • Email finder or chrome extension tools such as Apollo, Hunter and ContactOut.
      These tools help improve email marketing productivity with highly accurate contact information. You can find the ContactOut chrome extension tools here.

The ultimate goal for data collection and CRM software is customer acquisition and retention. This is what any motivated business owner strives for, after all.

How to organise data with a CRM system

Collecting

Collect as much data wherever you can whether it’s on the phone, in person, online. The kind of data you are interested needs to be relatable and easy to import to a CRM system. The way you collect data depends on what you want to sell to people.

Methods to collect data from customers include:

  • Pop-up forms on websites;
  • Asking people about their interests when signing up;
  • Using cookies on your website to help track visitors, personalise landing pages, and distinguish between multiple page views and single visits;
  • Using location data from customers when they download an app or check-in on social media;
  • Observing social media activity;
  • Free Wi-fi enabling you to see what websites people visit while shopping at your store;
  • Offering free resources to people in exchange for their email address is another tried and tested method.

Organising

Simply collecting data is not enough; you will need to organise it so that it is easily accessible to look back on and use.

A good idea is to sort customers based on geography, demographics, engagement levels, etc.

Data organisation is a major part of an effective CRM strategy and allows you to target specifically to groups using the type of message that will influence them.

Learning

The next step is to be smart with your data. Find out what data means and how you can use it. Who is buying products and why?

There are a lot of questions you can ask yourself and the answers will allow you to focus on customers’ needs and wants. Learning from customer data means you will:

  • Improve your marketing by understanding the behaviour of prospects that become customers;
  • Improve your products or services by getting helpful product feedback;
  • Find the most effective way to customise promotions and special offers;
  • Create a more personalised and pleasurable shopping experience;
  • Get ideas on how to create new products or services;
  • Use the data you have gathered to create interesting and shareable content.

Marketing successfully

Now that you know more about your audience, put 100% into marketing for them. Save time by using CRM automation. For example, you can set up automated emails or messages to different regions based on the time they are most likely to view them.

Dedicated CRM software comes with additional features such as selecting relevant customers for certain promotions.

How data collection works – the role of CRM software

Gathering and storing large amounts of customer data and using it to market your products or services more effectively may seem like a very complex process. Now it doesn’t have to be this way thanks to the multiple CRM software options available to you.

Nowadays, creating a successful CRM strategy without automation tools is impossible to imagine. A basic CRM software functionality and capability checklist includes:

  • Contact management

This allows users to organise contacts into groups so the organisation can better cater to them.

  • Customer segmentation

No marketing campaign will produce the expected results without proper customer segmentation.  Customer segmentation tools organise customer data coming from various sources and divides customers into groups sharing similar characteristics, such as buying patterns or age.

  • Customer opportunity management

This is a tool allowing you to identify customers that are most likely to convert. Also called lead scoring, the feature helps you streamline marketing teams and optimise sales processes.

  • Lead management

This technology enables businesses to follow up with leads based on a variety of factors.

  • Reports

Top CRM software should always include the possibility to generate reports. This allows users to view statistics in a visual manner and to have access to real-time data updates. Reports ultimately enable users to make data-driven decisions.

  • Sales analytics

The hard data from past campaigns, collected from social media, website traffic, and polls can be used to create better sales campaigns in the future.

  • Mobile CRM

Having access to your data using a mobile device can turn out to be crucial when you are on the go and need to make decisions fast to benefit your business.

  • Chat integration

Being able to chat with employees and partners from the same user interface where you provide customer support, helps you save time and never miss vital information.

  • Email marketing integration

If you don’t require a standalone, robust email marketing service you may be satisfied with email features provided by a CRM application. However, many CRM products offer the possibility of integrating separate email marketing systems so you don’t have to import information to your CRM.

  • Case management

If you want to focus on your relationship with a certain customer, reliable CRM software can provide you with the tools to manage each customer case individually, in a secure environment.

  • Quote and order management

Easily create quotes, manage orders and inventory. Such tools improve order processing capability and ultimately your relationship with customers.

  • Sales performance management

Sales managers need to see what aspects of a sales team are working well and which need improvement. CRM platforms provide tools for managing the performance of sales, identifying issues and addressing problems efficiently.

  • Projects and Tasks management

You can serve your customers well only when you manage your employees with the same level of dedication.

For instance, a customer’s request will remain in pending status unless your employees know who should work on it. Tasks management tools helps employees work better starting with the simple fact of assigning tasks and making sure they are completed on time.

  • Workflow automation

You can’t afford missed follow-ups, yet keeping track of every interaction can be labour-intensive.

The solution is very simple: automate. Your business hours will be more productive with a CRM system finishing routine tasks for you. Sales routines can be automated and their performance analysed by AI. A single workflow can contain multiple actions without missing the point on anything.

How we can help

Your business can benefit from the advantages provided by the latest CRM software starting now. It is time to start performing data collection like a pro by using tools such as Zoho.

Visual Marketing Australia can assist with marketing automation and CRM systems as we are an authorised Zoho partner. We provide all 40+ Zoho applications and can implement them directly into your business. Contact us now and let us know how we can help you with data collection and a CRM system!

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March 26, 2019
cloud-based CRM

Cloud-Based CRM software is on the rise – and now available to VMA clients

By CRM Systems, General News, Mobile Apps, Online Marketing

In the last years, mobile technology has gained a prominent role in the success of business sales efforts. Having a team of effective salespeople is not just a matter of finding the talented people; nowadays businesses also need to provide their employees with the right tools for attaining sales objectives. More than ever, knowledge is power, and sales personnel can have access to more useful and structured information about customers by using cloud-based CRM software.

In 2017, we saw increased use of CRM software on mobile devices, a trend which was aided by businesses increasingly adopting cloud-based CRM solutions. This has allowed employees to access the software and crucial sales data anywhere they go on the smart device of their choice. Those who have embraced these technologies have seen a huge improvement in both the adoption of CRM software by their employees and the meeting of sales quotas.

How cloud-based CRM benefits businesses – statisticscloud-based CRM

91% of companies with more than 11 employees now use CRM software. Offering mobile solutions increases the productivity of the workforce; statistics have shown a rise in productivity of around 15%. Another reason for investing more in CRM is the fact that such measures allow businesses to become GDPR compliant. Aligning with the new European Union Regulation about privacy and data protection is necessary for those Australian businesses which have agreements with customers or suppliers from the EU.

Other statistics about CRM software and its benefits include:

  • 65% of sales reps who have adopted mobile CRM have achieved their sales quotas; just 22% of companies which have not adopted mobile CRM have managed to attain their sales objectives.
  • The rising use from mobiles and tablets means that 81% of users are now accessing their CRM software from multiple mobile devices.
  • All these led to the rise of cloud-based software – 87% of businesses use cloud-based CRM software, compared to 12% in 2008.
  • CRM is the fastest growing software market, with revenues expected to reach over $40 billion in 2018. Furthermore, revenues are expected to reach $80 billion by 2025.

How businesses plan to invest in CRM-related technology

47% of businesses are planning to increase spend on help desk and customer service software. Personalised marketing and social media marketing are also included in companies’ development plans and many businesses have decided to allocate supplementary funds to these areas: 60% of surveyed respondents plan to increase their email marketing budget and 48% are willing to spend more on social media marketing.

The CRM technology-related areas that companies are planning to focus on include customer service, marketing automation, sales force automation, knowledge management, channel management, and call centre. Moreover, 47% of businesses are planning to increase spending on help desk and customer service software.

2018 is the year of the customer

This year the customer is at the centre of digital marketing, more than ever, and it will continue to play a crucial role in the years to come. This means that businesses need to provide a customer-centred experience by using the latest technologies and to understand how prospects research products and services online.

We live in a world where 80% of consumers will research your product online before making a purchase, 87% will use their mobile device to shop, and most prospects will use several channels to interact with your brand, such as social networks, website, and email.

Knowing all of the above, many businesses are trying to reach their audiences on multiple channels, but with poor results. Why does this happen?

Online marketing guides make things look very simple and suggest effective strategies and tactics, and yet the return on investment is most times low.

Data – the answer to most of your sales-related questions

The secret to effective digital marketing is data. Not only do you need to engage potential customers across multiple devices in multiple channels, but you need to take these actions based on the realities of the market and on your prospects’ behaviour. Knowing your customers and their habits is vital. And with cloud-based CRM software, you are able to create a 360-degree overview of each person you connect with. Now this is a good starting point to begin implementing all those effective digital marketing strategies you have learned about – instead of taking disparate actions hoping they will have an influence on your audience, you go directly to your target and never spend a dollar without obtaining the best results.

Zoho One now provided by VMA

cloud-based CRM One of the most popular and effective cloud-based CRM solutions is Zoho CRM, now also provided by Visual Marketing Australia. We are a Zoho CRM authorised partner and can give you easy access to this app which is ranked number 2 behind Salesforce but at the fraction of the price.

At VMA we offer a One Stop Shop approach and take care of all your digital marketing needs; the implementation of Zoho One allows us to assist with automate business processes across your organisation. Thus, the services we provide help you run your entire business, and you only have to deal with one company for most of your business processes.

By using Zoho One, we have taken the next step towards providing complete services to our clients, as this service consists of 40+ integrated applications. With Zoho One, you can manage, connect, and automate business processes across your organisation. Here are the main benefits of using Zoho One:

Sales support

Maximise your sales and automate your business processes with the Zoho One CRM that offers all the essential tools a sales team needs to qualify leads, make sales, and retain customers. Zoho One enhances your sales through the following tools:

  • CRM for a multi-channel approach to modern sales processes
  • Easy report generation for obtaining useful insights about your business
  • A dedicated business app for managing your contacts – perfect for those who are not ready for a CRM yet
  • The SalesInbox mail client designed for sales people

Marketing tools

Create awareness, build your presence to attract an audience, nurture their interest and convert them into happy customers with Zoho One Marketing integrations:

  • SalesIQ – it enables users to engage website visitors and convert them into customers
  • Applications for creating, sending, and tracking effective email campaigns
  • Social features for posting content, interacting with followers, and monitoring social interactions, all in one application
  • Obtaining customer feedback through surveys
  • Form builder to increase customer engagement and generate leads

Customer support

The team at Zoho One provides effective assistance to troubleshoot customer issues remotely; support requests are being prioritised and handled by a multi-channel help desk.

Productivity and collaboration

Zoho One offers a range of tools for enabling better communication, collaboration, and content creation for individuals or a team. All this is possible due to the following features:

  • Projects – for planning and collaborating on projects across teams
  • Connect – team discussions and resource sharing made easier with a private social network
  • A browser-based conferencing tool, perfect for demos and presentations
  • Productivity tools such as a word processor, a cloud spreadsheet, a slide deck creator open to multiple collaborators, file storage, a digital signature app, a note-taking app, and software for securing and managing team passwords.

Finance

Intuitive online accounting software to track the health of your business which includes management software for bills, invoices, subscriptions, inventory and a checkout option for easy collection of online payments.  One of the advantages of using finance software from Zoho One is that you can turn receipts into expense reports for quick approvals.

Human resources

Zoho One offers a central place to manage your employees, including managerial approvals, performance management, and recruitment. With Zoho One you will be able to find new talent to grow your company more easily, but you will also be able to handle employee data more effectively.

Business process

Turn unique business processes into custom applications with the multi-platform app builder and a business intelligence tool that delivers in-depth analysis and easy reporting.

Would you like your business to benefit from the huge advantages of cloud-based CRM?

We can help! Visual Marketing Australia has the professionals who can assist your company in implementing cloud-based CRM and all the features presented above or any custom combination based on your unique business needs.

We have recently become an Authorised Consulting Partner for Zoho and we are qualified to assist with the entire Zoho One package for running your business with all the things involved. Contact us now to get the latest sales tools for excellent results.

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September 26, 2018
Marketing Automation

Why Your Business Needs Integrated Marketing Automation Solutions

By CRM Systems, General News, Online Marketing

Marketing AutomationYou are a business owner and taking things step by step? You feel like some marketing innovations are a bit too much to try for you? Then keep on reading to discover how integrated marketing automation can make your life easier, maximize business, and bring you more profits.

It is a staple in today’s digital world to have a CRM that does automated marketing, and not without a good reason, or at least 7, we’d say:

1. The marketing funnel made easy to handle

CRM software not only allows you to implement this marketing concept within your business strategy, but it helps you do it in a more effective manner.

The marketing funnel is an ideal process where customers go from prospect to lead to customer and then to repeat buyer. Sounds simple, but in order to achieve this, you’ll need to select the right prospects, attract their attention, nurture them until they make the purchase, and provide a high-quality service to make them buy again. Marketing automation allows you to measure and monitor what goes on at every stage of your marketing funnel, so you don’t waste time and money on prospects who will not reach the bottom of the funnel.

2. Scalability

Whether you are a start-up company with a marketing team of one or a larger enterprise, you always want to optimise your efficiency. And this is possible only when you have an accurate view of your situation at any moment. Instead of measuring results at the end of the campaign, you can monitor the performance of your marketing efforts along the way and make the necessary adjustments in time.

3. Target potential customers across multiple channelsall-in-one-CRM

CRM software allows you to store valuable data about your prospects and have access to it in a matter of seconds. Since not all prospects are reachable through the same channel, marketing automation software makes it easy for you to select customers by preferred channel and other criteria and take the necessary action just for one slice of your audience.

4. Fast reporting

CRM applications can give you fast insight on various aspects of your marketing campaigns, with less time spent scrolling through pages of data and moving from one sheet to another to follow a certain piece of information. A wide range of report types are available, and they are generated automatically, with minimum effort from your part.

5. Never stop A/B testing your campaigns

Marketing Automation

Aside from monitoring your campaign performance on the go, you can also test different messages or versions of the same message at the same time. Moreover, you will find how each message performs, so you can stick for the one with the highest effectiveness in terms of audience engagement and response.

6. Save time managing your social media campaigns

It is impossible to imagine the deployment of a social media campaign nowadays without using automation tools, which allow you to plan and schedule posts. Instead of using a different application for this, you can manage your social media posts directly from your CRM, while also finding out immediately how your posts are performing.

7. Re purposing existing content to nurture leads

Valuable content requires time and skill, so many business owners resort to the solution of re purposing content. Let’s say you have some older blog articles that are still relevant, and you can use that content to run an email campaign. You can also use blog or other content to create autoresponders, which are easy to set up and manage with marketing automation tools.

So, marketing automation is no longer a matter of ambition or innovation, but simply the right and effective way of doing marketing for businesses nowadays! Want to give it a try? VMA can help – contact us for further advice!

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September 15, 2017