Abhishek Sharma - Encaptechno

How Zoho One is a Game Changer for Your Business?

Abhishek Sharma / zoho one, zoho one apps, zoho one implementation, zoho one login / CRM Services

An operating system designed for businesses, Zoho One is actually business process management software that organizations can use at an affordable price. In addition to offering a wide range of innovative business solutions that help the business owners and administrators to have complete control over their data, Zoho One also handles a lot from security processes to employee management and a lot more.

The sophisticated and streamlined approach of Zoho One gives the client an integrated and customizable system to work in a much smarter and faster way. The integrated online applications that are included in Zoho One help in managing and automating business processes all across an organization. One can choose applications that address important features and deploy them to employees because each app comes with a mobile version that enables the customers to work wherever they go.

Zoho One comes with native applications for iOS and Android so that the users can implement all the functionalities of this app from their mobile devices and work on the go. A tested method that helps employees become much more efficient and productive, Zoho One enables employees to access data anytime and anywhere they need it.

In this blog, we will attempt to understand everything about Zoho One in complete detail. Along with the fact that how Zoho One is a Game Changer for Your Business?

What is Zoho One?

Zoho One is a set of broad and cohesive applications that work collectively for running an entire business on the cloud. It includes more than 35-40 web applications along with an equal number of mobile apps under a single sign-on done with centralized administration and provisioning, which makes it a true operating system for any business. Although each app serves to be entirely functional, the Zoho one apps collectively enhance the business operations considerably.

After a dedicated period of working hard to make Zoho One a success, the team of Zoho has come up with business applications that make business operations a lot more efficient. Through Zoho One, all of the applications that are needed by a company are put together in one unit.

The Zoho One apps are all that a company acquires and serves its customers with when it comes to marketing, support apps, and sales run its operations such as finance, recruiting, HR, and offers all tools for its employees to work collaboratively while getting their work done. Every business has these needs and therefore, Zoho One is made to change the course of how work is done in an organization.

Besides features such as creator and drag and drop app builder, the customers can even build various custom applications that serve unique business needs such as logistic scheduling and putting applications under the same umbrella that forms a single operating system for businesses. Plus, since it is all available both on the web and mobile, the business is accessible anywhere you go.

Innovation That Goes Beyond Software Capabilities:

The introduction of Zoho One is such that it looks way past the individual applications for finding special ways to create a lot more value. This is why Zoho One implements over more than 400 integrations all across these applications just so that relevant business information can be put in the right places.

Connecting sales, marketing, customer care processes, Zoho One is an innovation that lets the companies know everything about their customers. It enables all the important information to flow back into the customer’s back-office just so that the orders are fulfilled, payments get collected, invoices are tracked and the account stays balanced, all automatically.

In addition, Zoho One comes integrated with multiple leading third-party software applications that preserve one’s choice and flexibility, rather than restricting everything. If one wants to earn the business in the right way then Zoho One is the answer because the innovation with which it is made does not just stop with the software, rather goes after the procurement experience.

Zoho One is available under a single and simple contract with one service agreement that covers the entire suite. The customers can buy it from a renowned company that offers Zoho One implementation services. Just after the software is procured, Zoho One requires setting up, provisioned, and administered.

Since everyone can have a different way of doing this, this means that multiple credentials, settings, and accounts for each employee. This can very often seem like a burden of tasks and headaches. Zoho One presents a single administrative console for all of the account management and administration activities. With a single Zoho One login, policies related to the service, organizational, departmental and individual levels can be set up comfortably.

Breakthrough Technology At An Amazing Price:

Zoho One is available at an incredibly reasonable price at an International level. When you breakdown the cost, it comes out to be entirely legit for one day and one employee. However, it is important to get a license for each of the employees.

In terms of being justified, the price of Zoho One offers sophisticated business software for everyone. The team of Zoho One understands well that software is not really a scarce resource that must be rationed or apportioned; rather it is more like a utility that everyone who is into business must-have. Just as the electric power, Zoho One can be put on every desk.

There must be no glitches, if and buts, or any type of forced multi-year contracts. Hence, with Zoho One can get the enterprise or a high-end edition of every application in a way that all capabilities end up just as likely as the customers need. It comes with no hidden prices for different upgrades or any clauses. The customers can get everything they need to run their business at just that one price.

Now that we have got a clear and precise understanding of the thought process that was invested behind making Zoho One, we will now understand how Zoho one is a Game Changer for your business?

1. All in One Business Suite: Zoho One offers all businesses with applications that are needed to acquire and serve customers. In addition to helping with operations that are a prerequisite for every business such as marketing, sales, and communication, Zoho one also offers apps that run finance, HR, and recruiting-related tasks.

In fact, Zoho One provides all tools for employees that enable working collaboratively by getting different types of work done related to an office suite, personal productivity, mail, collaboration applications, etc.

Customers using Zoho One can also build custom applications for unique business needs and put these apps under one operating system that governs the entire business. With almost 38 applications, various complementary mobile applications along with several browser extensions and extras, Zoho One is one of the broadest suites of business applications in the market that comes with an administrative panel for centralized administration and provisioning.

2. High-quality Integration: Any company that implements the Zoho One has the option of using it easily with the third-party applications to ensure the seamless running of businesses because Zoho One offers multiple integration points all across its applications.

These integration points are the ones that connect sales, marketing, accounting, customer support, human resources, and other activities while making communication and collaboration amongst colleagues, vendors, and customers possible.

The Zoho One apps also come with a feature of integrating with hundreds of leading third-party software applications that preserve customer choice and flexibility. It actually breaks the traditional approach to integration involving large budgets and units of expensive IT consultants needed for integrating with application silos from numerous vendors to set up IT set up. This is essentially what de-rationing of IT is all about. Zoho One is easy to use and access for everyone, not just for the large companies with deep pockets.

3. Centralized Control: Zoho One provides a rather secure account and needs just a single sign-on to the entire suite. A single admin panel allows and controls the access that greatly simplifies provisioning, access, and audit. Zoho One allows the users to be provisioned, groups to be created and shared across different applications and enabling and disabling of applications all from a single place.

The policies on the Zoho app can be defined company-wide. From enforcing two-factor authentication for all employees to implementing secure access, the central control can be enforced and delegated through the service admins for individual departments and the groups.

The single Zoho One login enables the customers to integrate the third-party apps onto their accounts since the Zoho single sign-on supports around 50 third party applications keeps growing every day.

Not only does the Single sign-on makes it more convenient to manage both the Zoho and third-party applications, but since Zoho works with third party systems like the active directory, it also proves to be scalable for mid to large-sized businesses. Zoho One admins can also enforce authentication as an added factor for increased security on top of existing multi-factor authentication that is supported already.

4. Transparent Pricing Models: The operating system of Zoho One is such that it dispenses with the traditional vendor pricing strategies like upgrades, add-ons, usage restrictions, multi-year contracts, etc. that are designed to make the real pricing pretty opaque.

Zoho One includes the enterprise-level editions of almost all Zoho business applications along with mobile, native apps, and extensions. This system is such that it does not tie the business owners into a multi-year contractual requirement and makes the entire pricing model extremely easy and transparent.

The complexity of running multiple applications when taken out of their way can lead customers to focus on their core business. With the help of Zoho One, the customers are not just licensing the applications they think are important for running the business but they are also licensing peace for a long time.

5. Communication Ease: Zoho One facilitates an ease in communication that instills a rather clear flow of information amongst the team members. Zoho’s telephony platform known as PhoneBridge enables the integration of around 50 vendors on one side and several other applications on the other side, which is all available within Zoho One now.

PhoneBridge also enables telephony in the Zoho apps with the help of Recruit and CRM. This further allows making calls from Zoho apps and provides contextual information on the incoming calls. Enabling PhoneBridge gives all users context for all the incoming calls from Zoho Mail, CRM, and other apps.

6. App Management and Provisioning: Presently, Zoho One enables the provisioning of over 45+ applications, which is now being extended to custom applications through Zoho creator and external apps available through the Zoho marketplace.

The Zoho third party, SSO, and custom applications can be provisioned either independently to the users or as groups that conditionally provision with the custom criteria.

The Admin Panel of Zoho One with the different dashboards and reports allow different admins to monitor the user activity and app usage while helping to find and manage the underutilized resources. The admins also get a fairly extensive report on user management, sign-in activity, app usage, and account security.

7. Business Workflow Management: Facilitating a seamless business workflow management, Zoho One presents an intuitive drag and drop interface that enables managers with no coding skills to define processes with very little effort.

With the help of Orchestly, managers and the administrators can run and automate their regular workflows including cross-departmental operations such as content publishing, asset management, onboarding, purchase approvals, etc.

In case there is a need for onboarding a new employee then the interview, recruitment, offer submission, and the onboarding is handled across the recruiting, legal, HR departments, etc. Due to the fact that so many departments and applications are involved in this process, Orchestly is able to cut across different teams and applications to create comprehensive workflows and automated processes.

8. Product and Service Innovation: With the enhanced Zoho Sign now, an additional level of security is provided for customers who want to adopt blockchain-based time stamping through Ethereum – a globally accepted and open-source platform.

Anytime when a document is signed using the Zoho Sign, an Ethereum transaction will happen in the background to which hash of the signed document will be added in the transaction notes.

Other than this, Zoho One offers Concierge service where the potential customers can consult with the Zoho team for a better understanding of how Zoho One can help businesses. Furthermore, Jumpstart for Zoho One helps the customers to get through the initial implementation. Overall, Zoho’s support offered to the Zoho One customers makes implementing it completely worthwhile.

CONCLUSION:

As it has been explained above, Zoho One is a suite of over 35-40 applications that are offered under one umbrella at an extremely attractive price. It provides evaluation, deployment, implementation, and support services for all Zoho One clients all over the world. It enables one to run the entire business with just one suite of business applications in sales, marketing, productivity and collaboration, support, finance, business processes, HR, etc.

In addition to offering so many business applications under one system, Zoho One allows integration between various applications, a centralized administration management console for apps, clients get all apps for one price, and one bill for all in one licensing model at an affordable price.

Owing to all these benefits, organizations must consider the implementation of Zoho One as a fit for their needs. To make this possible, getting in touch with the Zoho One implementation partners such as Encaptechno can enable organizations to get a wide range of services from implementation, integration, and customization of apps to meet the business needs.

From working with clients to tell them if Zoho One is right for their business to help them get an evaluation of the package based on specific requirements, we work with clients to deploy the applications and provide post-implementation support. The team of Encap is trained to perform an in-depth insight of over 40 applications that can be useful for the organization while implementing a blueprint for deploying these applications.

Get in touch with us to know more about our Zoho One implementation and Zoho One support services. Our team of dedicated professionals is ready and waiting to assist you.

How Zoho One is a Game Changer for Your Business? Read More »

CRM Serviceszoho one, zoho one apps, zoho one implementation, zoho one login

Why CRM Systems Fail?

Abhishek Sharma / crm consultant, crm consulting partner, crm system, salesforce partner, zoho crm / CRM Services

CRM – A brief

CRM holds true potential to be a game-changer for many businesses. However, while selecting, be aware that most CRM system implementations may fall short of the desired objectives, and it could be argued that many fail in entirety.

SCOTT K. EDINGER, founder of Edinger Consulting Group, is recognized as an expert in helping organizations achieve measurable business results. Coauthor of The Inspiring Leader, he blogs for Harvard Business Review and Forbes. He has rightly quoted “In my work with clients, when I ask executives if their CRM system is helping their business grow, the failure rate is close to 90%.”

What is CRM?

According to Wikipedia, “Customer Relationship Management (CRM) is an approach to managing a company’s interaction with current and potential customers. It uses data analysis about customers’ history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.

One important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company’s website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best care their needs”

Irrespective of your designation CRM’s today assist ranging from an executive in Sales, to Marketing, to HR, to the Customer Relations Department, to Operations Team, to the Productions Team, to the Accounts Department etc. and finally ranging to the Top Management and the IT Department.

If anyone who is using the CRM and not utilizing the data optimally, there is no incentive to keep up the data- the data quality deteriorates and becomes less reliable as time passes. For any company Sales is the center of revenue and Sales department must be happy and in total alignment with the CRM. If they are not, it is imminent that CRM failure is looming.

How do we avoid this disaster? Let us understand the common reasons why CRM project fail.

How CRM projects become a disaster?

1. Not knowing the goal from the very beginning

There’s no rule that says CRM system objectives must include revenue improvements. However, by definition, if you can’t measure revenue impact, you can’t calculate CRM ROI. A successful software implementation, especially CRM, begins with understanding your desired business goals. What are the important success indicators or KPI’s for my business and sales teams? How do you wish to see your business to look like in the coming 12 to 24 months? And 5 years from now & 10 years from now. You need a clear horizon.

Take your time to invest in your vision, and document it.

How do you foresee your success?

What are the targets you wish to achieve? Make sure you are specific about them in planning which will reap great returns in your CRM implementation.

A few key pointers of CRM objectives that are easily related to improve the ROI are:

Increased customer acquisitions
Decreased customer acquisition cost
Shortened sales cycle
Increased revenue per customer

In addition, it is important that your CRM objectives align with and support the company’s business strategy. Your CRM strategy needs to show how strategy, people, processes and software are doctored to directly impact the business customers, team coordination, effort, performance and contribution of each employee in achieving revenue objectives. By setting quantifiable objectives and having a clear strategic vision of where your company should be after successful implementation, you will have a clear guide to follow.

2. Poor User adoption

Most of the times, it’s in a human tendency not to accept the change. We are so used to working in the style we have been working traditionally. At times the team members feel they are being spied, there performance is under continuous surveillance

A new CRM system brings new processes, automation, information, roles, responsibilities and control. Notably, a new CRM system oftentimes brings an actual or perceived loss of control. There might be a few people who feel they will lose their jobs and some staff may not understand why a CRM is needed in the first place.

Poor user adoption will create an unpleasant atmosphere where management drive adoption but CRM is resisted by the team members. Resistance to change is in human nature and it is a given situation in most CRM implementations, but it needs to be managed effectively.

When it fails to be quickly and properly addressed resistance will result in a less than 100% productive CRM. Wrong data entry is highly expected in these cases; a majority of the CRM failures happen due to wrong data entry.

3.Not Selecting the Right CRM Solution provider

Ensure your Solution Provider can train your teams on the tools he is offering and the ongoing support, he can offer if you need it. And chances are that you really will because after the switches are flipped, your teams need to be ready to go.

Your solution provider is well equipped to provide you with the support which is crucial when taking into consideration the plan for your CRM and your business goals. Have you selected the right software and the right solution partner?

It cannot be stressed enough: CRM implementation shouldn’t be considered a one-off project. Look for a partnership that aligns with the right Solution Provider enhances your business.

Know your internal champions and whether or not you have executive support for a CRM project is paramount to its success. In your planning phase, identify internal champions keeping in mind you may have more than one depending on the complexity of your business and the teams who will use your new CRM.

Additionally, executive support will be indispensable when it comes to your implementation. Strategy and execution – can make or break an implementation. And 50% of the CRMs fail due to signing a wrong choice of selecting the solution provider.

To implement a CRM system on a lower budget, and blinded by an attractive price point, businesses often make the mistake of not doing proper research on the vendor. In addition, businesses sometimes err on the other side and over-spec’ the CRM by paying for features that they don’t want or even need.

Key features one should look forward while designing the tools

What is the total years of experience of the solution provider?
Which other businesses like ours have you supplied with a similar CRM tool?
Does it need complex training?
How much help will you provide to us within the price?
How easily does it integrate with our existing tools?
Can we get started easily?
What is the support the solution provider extends after sales?

4. Unorganized Data

In case your data is not well organized or largely incomplete, just because you put it into CRM doesn’t mean you’ll get great results. Knowing what data your business is tracking and why will help you understand the best way to organize it.

Knowing what you wish to reap out of a CRM tools will be an absolute impact of what needs to go in, both in terms of the implementation and the data you input in itself. CRM is often expected to be a single source of truth. This means that all of your resources must be on board within the standards of governance that should be deployed, and training is an essential part so that all of your teams be in sync of the data being entered, and how the data is intended to be used. It is rightly said Garbage in, garbage out. When you have data integrity, your CRM implementation and results will shine even greater and in case things are not organized nothing would help you.

Keep the CRM simple and only buy into features that you really need. There is a large temptation during the vendor selection process to deliver to the vendor an exhaustive list of features that covers a range of departments and functions at the business. Don’t make this mistake.

Define the business outcomes before you begin to meet with CRM solution providers.

Go for the most user-friendly and intuitive interface. Hitting your team with a new CRM tools, and with a difficult to use interface all in one go – much of which is not required – will only put them off.

5. Does your Solution provider really know what you wish to achieve?

Have you found the right vendor for your CRM implementation? Each industry be it construction, manufacturing, warehouse, suppliers or a retailer has a different parameter, and a different set of requirements to meet.

Does your solution provider understand and is the solution provider sensitive towards your language? They will use their time getting to understand your unique business needs even better. Here are some things to look for (and avoid) in a partner:

Avoid solutions providers who won’t take the time to meet and understand your standard operations procedures.
If planning isn’t a priority for them, buyer beware.
Be sure to ask your software solution providers for references from businesses in industries like yours. Contact them, take a feedback about their experience with the solution provider. Get the hang of the after sales services support of the solution provider from the past clients.
Select a partner who wants to celebrate your growth and successes. Going through your CRM solution provider selection process get your senior management involved. Don’t do it alone. Involve the various departments, users since it will be needed to drive the adoption across the various departments.

Conclusion

Implementing CRM system is a challenging task. Doing it without expert guidance can lead to a chaotic situation in the future. You need to plan the objectives and goals before you start CRM implementation. It is suggested to hire a trustworthy CRM consultant who can understand your goals and help you with best possible solutions.

Related Read – Why do you need to Hire a CRM Consultant?

Encaptechno is a recognized Salesforce and Zoho certified CRM consultant has globally delivered more than 500 solutions globally. Share your CRM requirements and let our team do the CRM Implementation for you.

Why CRM Systems Fail? Read More »

CRM Servicescrm consultant, crm consulting partner, crm system, salesforce partner, zoho crm

How Is Salesforce Einstein Revolutionizing The B2B Market?

Abhishek Sharma / artificial intelligence, robotic process automation, salesforce consultant, Salesforce einstein, Salesforce einstein analytics / CRM Services

What if we told you that Einstein, Leonardo, Sensei, and Watson were alive?

They indeed are, but as Artificial Intelligence suites patented by the leading Global Enterprises and Technology vendors.

Before we spill the beans on ‘what is Salesforce Einstein?’, let’s take a step back and understand the significance of Artificial intelligence in our everyday life.

Today, you can call up Google Assistant, or Siri for the latest movie recommendations; let major music streaming platforms curate personalized playlists as per your likings, and add friends on Social Media with similar personality traits.

Have you ever wondered how these platforms offer you such a personalized experience?

The answer you’re looking for is Artificial Intelligence.

Startups and global enterprises today are employing complex artificial intelligence (AI) and Machine learning algorithms in everyday operations to personalize your experience, and make it richer, and smarter.

Let’s take Global corporations for instance.

These enterprises are implementing new radical automation technologies with the likes of Robotic Process Automation to assist their employees with overnight adoption to the new normal- Work from home environment.

But that’s a story for another time. Let’s kickstart this blog by answering the most essential question.

What is Salesforce Einstein AI Suite?

Salesforce Einstein is naught but an Artificial Intelligence suite developed by Salesforce to closely visualize, and present the information regarding all the sales activities in your Salesforce environment.

How does Salesforce defines its game-changing Salesforce Einstein AI?

According to Salesforce,

‘Salesforce Einstein is a set of best-in-class platform services that bring advanced AI capabilities into the core of the Customer Success Platform, making Salesforce the world’s smartest CRM’.

Now that we’ve established a basic understanding, let’s move to the crucial bits entailing Salesforce Einstein AI.

What’s included in Salesforce Einstein AI Suite?

The 2019 Gartner’s study of Customer and Relationship Management clearly indicates that Salesforce has the #1 market share amongst the top CRM providers globally.

If we study the trend, Salesforce has always been amongst the early adopters of radical new inventions, and technologies- and it’s the same story this time around.

Salesforce acquired a few AI and deep-learning startups, including PredictionIO, MetaMind, and RelateIO to bring you the smartest CRM platform in the world- Salesforce Einstein.

The Salesforce Einstein AI Suite is comprised of multiple tools that are powered by automation technologies including:

Deep learning,
Predictive analysis,
Artificial neural networks,
Machine learning,
Data recovery, and more.

However, a few apps in the Salesforce Einstein AI Suite are offered as add-ons; meaning, you can choose to opt-in and customize them as per your business’ requirements.

Salesforce Einstein App Categories

Einstein AI app suite can be majorly classified into three categories:

1. Out-of-the-box

These are pre-built applications that can be added with a single click. Here outlines are key examples that fall under this particular category:

Lead and opportunity scoring,
And Email auto-segmentation

2. Point-click solutions

These aren’t as simple and direct as the ‘Out-of-the-box’ category.

Point and click solutions require Salesforce administrators to configure and create certain models and offer the required training to the users.

Here are key examples:

Service chatbots,
Visual analytics and insights,
And Custom Predictions.

3.Programmatic AI services

Automation is the future, but automating processes to source unstructured data from multiple integrated apps require special training, complex machine learning algorithms, and extensive model creations.

That’s exactly what programmatic AI Services offers to your business’ Salesforce CRM.

Customer Intent analysis,
Object identification,
And Classifying different images under sections.

What are the benefits of Salesforce Einstein?

The list of Salesforce Einstein AI benefits for your business is inexhaustive- but we’d like to highlight a peculiar one:
Salesforce Einstein AI is compatible with all the major CRM suites available globally. That means, even if your business isn’t currently employing the Salesforce CRM, it can still benefit from the Einstein AI tools and platform.

However, we’ve outlined the key highlights of Salesforce Einstein, giving you a glimpse of the benefits it can deliver to your business, and how it is different from other compelling alternatives:

1. Easy Integration

Since Einstein is built itself into the Salesforce platform, it works seamlessly with all your current apps and processes.

2. No to little experience

Einstein AI capabilities handle intensive lifting of data processes, making it possible for Salesforce Admins to employ Einstien without any preliminary training.

3. Customization

With Einstein AI, CRM admins can introduce advanced customization to their current apps, and processes via coding.

4. Data-centric

Leveraging different automation technologies, Einstein AI cross-checks for the errors in data models, whilst ensuring that they’re updated at all times.

5. Predictive Analytics

Employing predictive analysis, you can automate manual data entries and unstructured workflows with Einstein AI.

Application of Salesforce Einstein AI in B2B Marketplace

Although Salesforce Einstein’s apps are offered in three different categories, starting with the default ‘out-of-the-box’ category (the one we discussed above) often seems plausible to start-ups, enterprises, and individuals alike.

Why?

For your business can embrace new capabilities, and get up-and-running in literally no-time.

But before we highlight the cloud-based apps, let’s briefly understand Salesforce Einstein Analytics.

What is Salesforce Einstein Analytics?

Salesforce Einstein Analytics, also formerly known as ‘Salesforce Wave’ is a powerful CRM app used to visually analyze the user-activities within your Salesforce or other CRM environment.

Why is Salesforce Einstein Analytics important to your business?

Whether you use Salesforce CRM for sales, marketing, managing accounts, or running campaigns, Einstein Analytics assists your CRM admins to study insights from the data entered by your active users into your CRM applications.

Incorporating visual tools like graphs, reports, and intuitive dashboards, these in-depth user insights help you mark out the value touchpoints, and understand how your users are engaging with the Salesforce CRM platform.

With that said, let’s outline the Salesforce Einstein’s default apps, grouped by the Salesforce cloud.

Einstein Cloud Apps:

Einstein AI Sales Cloud

Einstein offers the sales representative with prudent product predictions and the future demand/supply analysis, enabling them to sell more products/services and often exceed the set quota.

There’s a boost in productivity too, for Einstein AI not only automates the repetitive tasks but enhances the current CRM processes with its predictive capabilities.

1. Einstein Email Insights

Salesforce Einstein AI collects and studies your entire users’ email data, opening and CTR rates to check your content for relevancy, and recommend optimal send times.

2. Einstein lead Scoring

Leveraging the AI technologies, Salesforce Einstein assigns a unique score to your leads, helping your sales personnel to prioritize accordingly. The scoring structure is based on your individual lead’s history, current lead score, and conversion rates.

Einstein AI Marketing Cloud

Companies employ Artificial Intelligence in marketing to study the customers’ trends, predict their journeys, and personalize their overall experience.

Delivering the right personalized experience helps your marketers to boost engagement across multiple social channels by delivering the right content, to the right audience, at the right time.

1. Predictive Engagement Score

Einstein AI analyzes the customer data for all your buyers, to estimate, and often predict how they engage with your content including email, links, CTAs, and more.

2. Social Studio

Salesforce Einstein AI leverages different social listening tools to sort social media posts that refer to or mention your brand- directly or indirectly.

It even enables your marketers to put in specified filters, for instance: Identifying posts highlighting your brand with negative sentiment.

3. Market Segmentation

Einstein analyzes your market and creates different buyer personas, assisting your marketers to create separate audience groups with common behaviors.

This promotes effective engagement by personalizing your customers’ experience as they come across different touchpoints.

Einstein AI Service Cloud

Companies are dramatically enhancing their customer experience and after-sale services- courtesy chatbots. Salesforce Einstein AI improves the current service sector by facilitating the service agents to collect customer insights and deliver contextual answers in real-time.

1. Einstein Chatbots

Einstein bots originally couldn’t start automatically, but with recent Salesforce updates, that’s a thing of the past.

Once launched, Salesforce Einstein AI chatbots can deal with the influx of general queries, relieving your customer representatives to handle critical requests, and provide inputs on high-value tasks.

2. Einstein Supervisor

Einstein powered chatbots collects, combines, and produces real-time reports of operational insights, wait-times, and agent availability- assisting service managers in taking smart situation-oriented actions.

Einstein AI Commerce Cloud

Offering a personalized experience to customers across all the shopping channels is quintessential to modern-day eCommerce businesses.

Salesforce Einstein AI is aptly designed to handle a vast amount of user interactions, and deliver a highly personalized experience across all touchpoints.

1. Einstein Search Dictionaries

You can only host too many products on your website. This particular Einstein tool helps you identify the missing products in your catalog by registering the users’ site searches- including both the site box and storefront browsing.

2. Einstein Sort Predictions

To offer a unified experience, you can leverage Einstein commerce apps to search and category product pages according to your customers’ search history.

This helps your customer find the right products- irrespective of the fact whether they’re browsing your store on the web, or a mobile app.

Well, that’s just a comprehensive overview of Salesforce Einstein Suite’s offering. The list of Salesforce CRM cloud applications and categories is merely endless.

Investing in Salesforce Einstein should be an inherent factor whilst formulating your online budget- for it gives your business the much-needed competitive edge.

Robotic Process Automation and Salesforce: Automate Non-API Systems

We mentioned RPA sometime earlier in this blog but before we wrap things up, we’d like to touch up a little on this particular automation technology and its application in Salesforce Einstein.

So, what is Robotic Process Automation?

In plain simple language, RPA is an automation technology that employs software robots to imitate humans actions with a particular system to automate repetitive tasks and free your business’ time and limited resources.

The substantial upside of RPA is that it allows you to automate processes and systems that are not yet compatible with modern-day APIs.

If you’re ready to implement and invest in a robust service strategy, the combination of RPA and Salesforce Einstein can bring incredible benefits to your business.

With this in mind, check out the key RPA providers for 2020 listed underneath:

UiPath

Featuring a drag and drop intuitive UI, Uipath is a user-friendly automation tool for both developers and non-developers.

Automation Anywhere

Automation Anywhere offers a plethora of RPA and other simple yet effective automation tools for building robust RPA service systems.

Signity Software Solutions

Signity Solutions offer an amalgamation of AI technology stack with Robotic Process Automation, which sets it apart from other RPA vendors.

Kofax

Kofax virtually works with any application, and can be easily implemented- irrespective of the individual’s coding skills.

The automation sphere has hundreds of vendors, with each one different from another in one automation aspect or other. You’d have to do your due diligence to correctly identify your enterprise’s automation needs, and select the right RPA vendor for automating your business processes.

Salesforce Einstein: A Must-Need in Covid-19?

After the World Health organization declared Covid-19 as a pandemic, businesses had to adopt new technologies and remote working almost overnight to stay afloat in the market.

If you’d enter the keyword ‘Salesforce’ in Google Trends, you’d notice that the demand had rather been increasing since the information regarding the novel Coronavirus first started to float around in the B2B community.

It’d be naive to comment that companies weren’t prepared for the radical shift to remote working- that thing was already in motion.

But planning and execution are two very different scenarios.

Quarantined or not, individuals are more active online today- more than ever! And businesses simply can’t let go of this tremendous opportunity.

Investing now in Salesforce Einstein AI would provide your business with service centers that run on auto-pilot, digital workforce, easy migration to remote working, powerful and updated CRM apps, extensions, and a lot more.

Get Einstein AI today and be more resilient in the face of significant shifts- one that’s not irreversible in our wise opinion.

How Is Salesforce Einstein Revolutionizing The B2B Market? Read More »

CRM Servicesartificial intelligence, robotic process automation, salesforce consultant, Salesforce einstein, Salesforce einstein analytics

Encaptechno’s Commitment during Covid-19 crisis

Abhishek Sharma / cloud consultants, covid19, crm services / IT Staffing

As the world is trying to cope up with the pandemic COVID-19, which has brought down even the world’s most developed countries down to their knees. The world and the economies are taking the toll of the pandemic, globally the businesses have gone for a total toss.

The Global Market indices are nosediving beyond expectations. Due to the lockdown billions of people are losing their jobs and means of their very livelihood. Though the world is almost in a complete lockdown situation we as business owners need to make strategies and follow best practices for our businesses while taking care of our loved ones.

It is a biological war and we need to sharpen our tools to plan the execution and communication in such a way, so that our customer’s trust is not broken at any cost.

It is a famous saying – “Warriors use the time to sharpen their skills or prepare the right tools required to win the war”. Since every business is moving to the cloud so we are no longer bound to work from a dedicated space, we can work from anywhere while keeping a check on the employees so that they follow the ethics and excel in customer experience that is the foundation of any Organization.

Our team at Encaptechno is working tirelessly to help our clients with utmost commitment and dedication, while contributing in a social cause for betterment of the world.

Encap specializes in making businesses successful by providing them with the necessary tools which allow you to remotely monitor and interact with your clients, colleagues, through webinar and cloud computing.

To achieve an efficient remote work operation; businesses must provide comprehensive, integrated software, and seamless processes for you & your employees. For this you just need a laptop/mobile and internet connection to manage your business from anywhere, from checking accounts, managing leads, sending invoices or conducting meetings etc. to name a few.

Our tools can be remotely accessed 24/7 * 365 days. We at Encaptechno in collaboration with Zoho are even offering free services during this outbreak of the pendency of this pandemic. We are committed to provide you tools to manage your teams for 3 months that to free of cost**. As a duty towards the society and the world, we stand globally with utmost dedication, like we have tirelessly shown till now. And we shall always endeavor to serve our clients and without compromising with their personal security.

Along with the Zoho Services and Salesforce, we also provide other cloud services – Azure, and AWS. Both are very similar but there is a thin line that defines them and can fulfill the need of a more informed decision making tool for your businesses.You can even induce all the cloud service providers for different parts of your operational needs to enjoy the best of everything.

We have a team of experienced Consultants, Solution Architects and Developers who will fully understand your needs and provide you with the best suited solution. Please book your free appointment using the link to get in touch with seasoned consultants.

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IT Staffingcloud consultants, covid19, crm services

Why Do You Need To Hire A CRM Consultant?

Abhishek Sharma / crm consultants, crm implementation consultant, crm system, salesforce consulting services, zoho consulting partner / CRM Services

Is your company starting up with a new CRM system or has already adapted to a new CRM system? So, what’s your implementation strategy? Even for companies that want to take on complete ownership of a CRM system, it can make sense to engage an external consulting party for the initial CRM implementation.

Implementing CRM into your company system can sometimes be challenging; that’s where the need for an expert consultant arises.

Why CRM?

CRM (Customer Relationship Management) software is getting progressively important in today’s business world. Right from collecting customer information to managing it efficiently, CRM allows companies to administer an array of important front-office activities, including sales processes, lead acquisition and conversion, tracking of customer interactions, and marketing.

As companies can streamline their operations using this software, all varied processes and responsibilities can be more integrated; it results in superior levels of sales and customer satisfaction.

Reasons to Hire a CRM Certified Consultant

Whether your company is implementing a CRM system or already has one, you’ve possibly realized how vast an undertaking it is. From selecting which CRM platform best suits your needs to encourage employee adoption, there are various aspects that can fall short if not handled correctly. Hiring CRM consultants can help you make the most out of your CRM investment and ensure a smooth implementation process.

1. Selecting the Suitable CRM Platform

Since CRM systems support various departments with different requirements, choosing a platform that assures all of them can be difficult. So CRM Consultants can facilitate your decision-making process by helping you to identify your business needs and matching them to the different leading CRM platforms. They help you to select the best matches and evaluate its usage as per the Total Cost of Ownership (TCO).

2. Time and Cost Resource

It is worth considering that internal resources will likely take more time to execute a CRM package than external consultants. A company can pay more per hour for an external CRM Consultant, but the benefit of having skilled people come in for quicker implementation. As a result, the company gets a sooner return on its investment in the new CRM system.

3. Customizing and Optimizing after Installation

Once you have installed and configured the right CRM application, you’ll want to include any extra customizations and adjustments to tackle any challenges. CRM consultants will help you out at this stage as well. After the setup, consultants inquire the customer to discover the key initiatives and problems with the solution. Then they produce a plan and an ROI and then create a multi-year plan according to your budget.

At the initial stage, many customers don’t understand that CRM can be integrated with third-party applications that can improve their platform’s functionality. The consultants will also develop custom solutions for clients based on their particular requirements. So, whether you want to unite back-office systems, insert document viewing and signing, or automate manual processes, a CRM consultant can direct you in the right direction.

4. Exposure to Best Practices

One of the major reasons to hire CRM consultants is their massive knowledge of a variety of CRM best practices. When you hire an external consulting team, you don’t just engage people who are technically certified in your chosen CRM system. But you hire a team of professional personnel who have come across a wide variety of real-time world business situations with many years of expertise, and who know which strategies and technical approaches work the best, and which ones don’t.

5. Information about Subtleties

Just as some restaurants that have a secret menu, some CRM retailers have unexposed, free functionalities that can be made accessible on request. Most of the professional consultants will possibly have information about some of these hidden gems.

Additionally, today’s CRM systems have such profound functionalities that it’s sometimes even harder to find out the well- known features. A CRM consultant will help you to distinguish which type of features you should give a high priority.

6. Creating Past Solutions for Similar Problems

When you employ special IT staff to implement CRM applications in your organization, they will need to spend time learning about your company’s exact business profile. When you hire an experienced consultant, It can be possible that they have encountered some similar business problems to those of your company during their preceding consulting engagements. Therefore, the consultant can then recommend the best-proven approaches to resolve those business issues within a CRM solution.

7. Pre-Developed Code

For more advanced functionality and integrations, expert consultants often have pre-developed code collections that can accelerate the speed of CRM development. If an in-house developer is new to the selected development environment of the CRM system, he or she will require developing every single line of code from scratch, or spending time researching some smart and time-saver techniques or public code samples.

8. Pre-Developed Data Migration Strategies

If you need to migrate the data from a legacy contact manager to a CRM system, a CRM consulting partner will already have experience and knowledge of transferring data from the same legacy application that relates to your existing company system. While data migration can often be a complex process, even when the understanding of a legacy application comes into practice, there can still be considerable time saving and an improved outcome from leveraging an external consulting team’s former experience.

9. Third-Party Product Recommendations

It might be possible that a single CRM system does not have all the features you need in your organization, but they consist of hundreds of different apps you can use to function more resourcefully. Opting for the multi-company experience, a professional CRM consultant can recommend which third-party add-ons you can take into consideration. Some enhanced functionalities may include partner portal, email marketing, marketing automation, data, and app integration, or legacy system integration, which can save a significant quantity of internal research time.

10. Training Team to Use New CRM System

Consultants will support your company employees and propose technical training and rollout plans that will make the transition easier. They will analyze and evaluate the company’s processes and workflows to make suggestions for working out ways for streamlining processes using the CRM system.

External professional CRM consultants are the best option to provide more effective end-user training than internal resources that are relatively new to the CRM solution. The proposed user training may include the knowledge and guidance of all sets of best practices that can help the users in CRM adoption.

Choosing the Right CRM Consultant

As explained above, a CRM Consultant does more than helping you and your company in choosing the right customer relationship management solution for your business. They can support you create content systems and processes, train your staff to use the new system, and recommend the best practices for future growth. Therefore, selecting the right consultant can make a significant difference in your productivity and outcome. Before you employ a consultant, it’s essential to check out a few key points to make your decision easier.

Total Experience in CRM Consulting
Expertise with Multiple CRM Platforms
CRM Product Development Experience
Specialties and Industry Focus
Delivery capacity
CRM Implementation Approach
Expertise in Your Niche
User Experience
Customization and Training
Cost-Effectiveness

So when you approach a CRM consultant, don’t forget to consider the above-stated points, so you end up with a well-experienced and professional consultant at your corner.

Also Read: Why is CRM So Important for Business Success?

Wrapping Up

Sometimes, users do not understand that when they start transiting to new CRM, requirements will also change, and new requirements will be there. And the companies fail to recognize those needs, which can lead to failure of adoption and lose out the CRM project.

As you have read, CRM implementation is a hard job to do, and you may confront a lot of organizational and technical challenges on the way. But relationships with the customers conclude the success of any business, and that means you need CRM. In most of the cases, it’s pretty logical to consider hiring a qualified external CRM consultant who can give you superior advice on selecting the best option for your custom needs and provide technical guidance on CRM implementation.

Consultants actively participate in the complete implementation process and can help you at different levels, including business process planning, choosing an appropriate configuration, and developing system integration strategies. Your consultant can provide recommendations on how you should optimize the application and ensure its security. Besides, they will also help you choose the right methods to capture, extract, and transfer your business data and analyze it.

Zoho and Salesforce are the leading CRM service providers that are serving millions of users around the world. It all depends on the specific needs of your business to conclude which platform goes well with your business. If you are looking for a highly-advanced system with an abundance of scope to scale, Salesforce Consulting Services will guide you to get the complete guidance and the basic price quote. And if you’re starting over with some fundamentals and want to save on costs, you will don’t regret contacting a Zoho Consulting Partner.

Usually, the thing that matters the most is not “Which one is better?”; but is “Finding the one that better supports your needs and budget” If you’re getting any difficulty in deciding, we’d like to help you.

Why Do You Need To Hire A CRM Consultant? Read More »

CRM Servicescrm consultants, crm implementation consultant, crm system, salesforce consulting services, zoho consulting partner

HubSpot vs. Zoho CRM – Choose Your CRM Wisely!

Abhishek Sharma / crm consultants, crm system, hubspot crm, zoho consulting, zoho crm / CRM Services

A sophisticated Customer Relationship Management (CRM) includes all the activities, technologies, and strategies that a company uses to manage its customer interactions. CRM System assists businesses to build a better relationship with their customers and increase customer loyalty and retention, which in turn affects a company’s revenue. Hence, a CRM tool creates an easy user interface for collecting data that help businesses to identify and communicate with customers at a scale.

Why Does a Business Need CRM System?

In today’s universal economy, if you aren’t on the pinnacle of your game in aspects of customer experience, you risk losing out. When it comes to regulating customer interactions and lead conversion, spreadsheets won’t work well for long. Without appropriate software, your sales and marketing staff will have a tough time following up on leads and keeping on top of customers.

For a reputable organization, working without a CRM solution is like throwing caution to the wind. If your sales team is losing its competence, CRM is a great deal to help.

There are plentiful reasons why you should invest in CRM software:

Enhances Your Internal Communication
Reduces IT Cost
Increase Productivity
Understand Your Customers Better
Automate Daily Tasks
Eliminate Risks of Miscalculations

Also Read: Why Is CRM So Important For Business Success?

What are HubSpot and Zoho CRM?

HubSpot and Zoho CRM are Customer Relationship Management (CRM) software solutions designed to help businesses keep track of their customer relationships, manage leads, and identify opportunities for converting leads to sales.

HubSpot CRM

HubSpot CRM is the free CRM presented by HubSpot, which is a sales and marketing SaaS (Software as a Service) company. Besides being free, HubSpot claims its CRM as a simple way to augment lead conversion and keep a grasp on sales opportunities.

Another key aspect of HubSpot CRM is quick implementation without making much changes to your existing workflow. Many users of HubSpot have realized that the software also provides a good user experience (UX).

Zoho CRM

Zoho CRM is the CRM solution designed by Zoho, a leading business software company that builds software for everything from sales and marketing to human resources to finance. Zoho claims to create automated workflows with independence for customization as one of the major benefits of its CRM. This solution enables you to work smarter, not harder, so Zoho CRM also embraces an AI-powered sales assistant called Zia that responds to voice commands similar to Amazon’s Alexa or Apple’s Siri.

The Comparison – HubSpot vs. Zoho CRM

Both HubSpot CRM and Zoho CRM state themselves as substitutes for one another, but who would you consider?

Both CRM Consultants provide powerful solutions for small to medium-sized companies, and though one is free and the other is not, it doesn’t essentially mean it is better.

Well, before you decide or conclude which one is better, let’s drill down into both HubSpot and Zoho CRM, comparing them side-by-side based on some key factors will help you to make a more well-versed decision.

Side-By-Side Comparison Table

In a single scan, HubSpot appears to be a lighter alternative to Zoho, which is definitely a feature-rich CRM. But you cannot conclude based on the features alone. Or you may require some more functionalities than what HubSpot offers. There are several factors that you need to consider when choosing CRM software. Check out the table below to compare both solutions side-by-side to ensure they fulfill your requirements across multiple standards.

Standard	HubSpot CRM	Zoho CRM
Average user rating	4.5/5	4.5/5
Pricing	Free	low-end
Works best for	SMBs	Any-sized business
*** CRM FEATURES ***
Calendar/Reminder System	Yes	Yes
Document Storage	Yes	Yes
Email Marketing	Yes	Yes
Internal Chat Integration	No	Yes
Lead Scoring	Yes	Yes
Marketing Automation Integration	Yes	Yes
Mobile Access	No	Yes
Quotes/Proposals	No	Yes
Segmentation	Yes	Yes
Social Media Integration	No	Yes
Task Management	Yes	Yes
Territory Management	No	Yes
*** PROMINENT INTEGRATIONS ***
Google Drive	Yes	Yes
Social media	Yes	Yes
eCommerce	Yes	No
Microsoft Outlook	Yes	No
Zapier	Yes	Yes
Gmail	Yes	No
Google Calendar	Yes	Yes
*** PLATFORM FEATURES ***
Analytics	Yes	Yes
Cloud platform	Yes	Yes
Document management/sharing	Yes	No
Access control	Yes	No
Dashboards	Yes	Yes
Mobile application	No	Yes
API	No	No
Automatic notifications	Yes	No

1. PRICING

Undoubtedly, the major point of differentiation between HubSpot and Zoho CRM is pricing. HubSpot CRM is 100% free forever, according to its website. But if you actually want to get the most out of HubSpot CRM, you’ll probably need to spend some from your pocket. Zoho CRM also offers a free version of its software with limited features, which is only useful for teams of three users or less.

The additional sales features for HubSpot CRM are actually comprised in HubSpot’s Marketing Hub, which includes live chat, conversational bots, forms, email marketing, marketing automation, and an events API, based on the type of tier you choose. Even if you don’t need any additional features, its CRM does have many essential CRM features. Therefore, it’s not bad considering it for free.

On the other hand, Zoho is free only if you opt for the three-user plan for home businesses, but it is available at a very affordable range. As compared to other leading CRM solutions, such as Salesforce and Insightly, the cost of Zoho CRM is unbeatable. Zoho also offers Zoho CRM Plus at one per-user, per-month rate, or billed either monthly or yearly if none of its fixed pricing options suit you.

2. FEATURES

Comparing all the features of HubSpot and Zoho CRM is complicated because both solutions have a diverse range of features they offer. For example, HubSpot CRM offers task management, and Zoho CRM does not; Zoho CRM offers sales forecasting, whereas HubSpot CRM does not.

HubSpot CRM fulfills the need for all basic features, and if you want to work smartly, additional features of Zoho CRM will be a great choice. Here is a contrast between both for the two most essential features they offer:

3. Contact and Lead Management

Contact and lead management in HubSpot CRM allows you to keep up to one million contacts and company records, either manually or retrieved from email or contact forms. A contact’s information shows the history of your relationship with that contact, including a complete list of sales information. HubSpot CRM automatically produces a company record whenever you add a contact from a new company, drawing the company information from HubSpot’s exclusive business database. Its dashboard and reporting features are accessible as a paid add-on.

Zoho CRM’s contact management feature allows you to store up to 100,000 contact records in every standard edition. Similar to HubSpot CRM, Zoho CRM offers its account management facility to store information about the associated companies. You can view the contact information on a dashboard, leave notes, and view overviews of your communication history. Zoho CRM also offers social hearing, so that you can view details right from the CRM every time a contact reaches out via social media.`

In aspects of lead management, Zoho CRM presents more functionalities than HubSpot CRM. With Zoho, you can assign leads to various sales personnel based on different criteria, allowing them to create own lead scoring procedures, and convert leads to deals. You can also produce leads from web forms, from Zoho CRM’s Leads mobile app, live chat, and social media.

4. SALES TOOLS

HubSpot comes with some limited sales tools, which include the deal pipeline, standard sales reports, live chat, one personal meeting link, 200 notifications per month for email tracing, and mail scheduling. Upgrading to HubSpot Sales Hub provides features like email sequences, advanced analytics, and additional capabilities for all sales features of free CRM. HubSpot’s free CRM includes essential sales tools you require for sales teams of one or two people.

Zoho CRM offers sales tools for all of its pricing plans, including scoring rules, email insights, SalesSignals, SalesInbox, etc., while none of these features are available in Zoho CRM’s Free Edition. The Enterprise level of Zoho CRM comprises most sales tools, such as SalesInbox, which enables you to manage your sales inbox without leaving Zoho CRM. So you can organize your inbox by contact type, view email interactions in the contact management, and define notification triggers for important messages.

5. IMPLEMENTATION

Another key consideration that you must make when selecting between HubSpot and Zoho CRM is implementation time for migrating from your old CRM to a new one. The implementation time for HubSpot CRM is significantly lower than Zoho CRM. It depends on the number of records you have and the type of tier you choose.

The expected time for implementing the HubSpot CRM can take about a day to a couple of weeks. While Zoho CRM technically takes 30 days or more for complete implementation.

Wrapping Up

When comparing Zoho vs. HubSpot, it is vital to remember that both are quality contact management systems having their own strengths. While HubSpot is suitable for teams on a budget that need a permanently free CRM with a basic set of key features, on the other hand, Zoho positions itself as an affordable package of features that also contain social integration tools for Twitter and Facebook.

Every business has differentiated needs and customs; therefore, the software solutions they need will also be different. Firstly, you have to analyze and evaluate your software needs, then review the features described above and decide the best one for your organization.

Do you need help in selecting appropriate CRM software? Contact for Zoho Consulting today!

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CRM Servicescrm consultants, crm system, hubspot crm, zoho consulting, zoho crm

Top Reasons to Choose Zoho One for Your Organization

Abhishek Sharma / zoho consulting, zoho customization, zoho integrations, zoho one implementation / CRM Services

Do you get confused while choosing software to run your business? But leveraging software is not enough; you need to understand the technology behind this. If you’re looking for efficiency, speed, and economy in a single solution, all you get instead is complexity. To solve this particular concern, Zoho Consultants has now come up with an all-in-one platform – Zoho One. It works as an operating system that runs your entire business with a comprehensive suite of apps.

Zoho One Integrations- Holistic Approach to Gain Success

Zoho One is a full-featured platform that consists of more than 40 applications that enable businesses of all sizes and niche to boost their sales, promote their products and services, and administer back-end processes. Besides, it supports communication between teammates and customers to facilitate smooth workflows.

Zoho One is the software that works for your company, instead of your company working on the software. You can substitute your bundles of cloud applications, legacy tools, and manual operations with a single platform for your entire business.

How Can Zoho One Implementation Support Your Organization?

It is a holistic approach to run your business, which provides you with one integrated and customizable system to work smarter and progress faster. Zoho One gives you an inclusive platform to break down hurdles between various departments and improve the performance of your organization.

These are a few facilities that help business users to keep a track on their business:

Integrated Suite of Apps

Zoho One Integrations come up with a bunch of 40+ online applications that will help you to manage and automate business processes throughout your organization. You can select the apps that match your custom needs and then make them accessible for your employees. Every app has a mobile version so that you can work wherever you want. It embraces apps for:

Sales
Marketing
Support
Communication
Collaboration
Productivity
Finance
Operations
HR
Business Processes

Smart Services for Enhanced Productivity

It comprises a distinct range of applications, which serves as the source for supplementary services that deliver great value to your organization. Collectively, the complete suite helps to run the business operations more effectively and improves business productivity.

Handle work smartly with Zia, the Zoho Intelligent Assistant
View superior insights with exceptionally crafted dashboards
Search and explore everything quicker with a single search for all your business data
Make user authentication, app deployment, and company privacy policies simpler

Tools to Customize Software

Zoho One consists of a powerful toolkit for Zoho Customization, expand, and integrate the software to make it fit for your organization according to your specific business needs. You can perform any required changes in your software easily.

Make custom integrations between Zoho and third party-apps
Add custom features to Zoho apps
Produce low-code apps easily for unique processes

Why Should You Opt Zoho One Implementation for Your Organization?

As you know, Zoho One Implementation works as an operating system for an organization that accumulates a complete set of online applications that helps you run your entire business from a single system or through a mobile. Here are a few reasons that can compel you to choose Zoho One for your organization:

1. Mobile Apps

You get a complete suite of 40+ apps for different processes at the department of your organization. All 40+ applications you get can also be conveniently used on the go on your mobile. It will be easy to access your business information, contact clients, track sales or marketing processes, etc. from your mobile anywhere and anytime.

2. Less Administrative Activities

Whether it’s about monitoring projects, tracking processes, or generating reports, Zoho One enables you to do it all with a single push of a button, so that you can devote more time to other essential activities in your business.

3. Better Collaboration

It comes with all tools for accessing news quickly, conduct meetings, project management, inter-communication, etc., which makes collaboration even easy between various departments and employees.

4. Viewing Assets and Liabilities

Zoho One is an inclusive solution not only for handling business operations but also helps in clean bookkeeping and a steady synopsis of all investments any time, by using applications for accounting, inventory management, etc.

5. All Business Highlights

Get every highlight of your business from campaign tools, social media management, analytics, survey, and more that make your business look exceptionally brilliant. Don’t even miss a single notification with Zoho One Apps regarding your business.

6. Handle Leads and Deals

The incentive programs in the CRM systems and its reporting support your sales team in customer acquisition and make you aware of all consequences that can happen if something gets wrong. You can always track your complete sales process and communicate with clients from your mobile.

7. Optimal Customer Service

Zoho One has made Customer support easy with modern assistance and ticketing system, which offer your customers a pleasing service experience. You can never fail to impress your customers with efficient customer service.

8. Employ Best Talents

It is not easy to search for good employees, but personnel management service by Zoho One makes it easier for you to organize your employees and handle fresh recruitment programs with the HR team to find the best talents for your business.

Conclusion

Zoho One is a wide-ranging ecosystem of tools for all departments that enables seamless collaboration, ensuring the overall growth of your organization. You get a mobile version for every application that will help you to access information across devices. It is very easy-to-manage, as a single operating system login is required to access multiple applications and systems. The central admin console allows you to manage the users and provide controlled access to specific applications.

Additionally, you will get real-time information quickly from configurable dashboards and financial analysis reports to have a clear picture of your organization. Not only that, the improved customer service makes your help desk and support even more efficient and customer-focused.

Zoho one is a great piece of software that allows you to handle all your business application and tools with a single operating system only. Contact your Zoho Consulting Partner today and ask how conveniently it can transform your approach to handle your business!

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CRM Serviceszoho consulting, zoho customization, zoho integrations, zoho one implementation

Why Is CRM So Important For Business Success?

Abhishek Sharma / crm consultants, crm development company, crm system, salesforce consultant, zoho consulting partner / CRM Services

Customer relationship has been one of the most critical aspects of the business throughout the antiquity of business. Not only in this digital age but if we look at history, business individuals have always tried to maintain their relationship with the customers. However, today, when business growth revolves around the successful implementation of out-of-the-box IT solutions, the importance of a CRM System cannot be overstated.

Since customer relationship is an obligatory trait in business, people seek for the most superlative approach to do it effectively. If you review the success of companies using CRM, you will find that the people who use CRM have gone a step ahead of all. So, if any confusion bounds your mind, make sure to consider what is best for your company.

What is a CRM System?

The acronym CRM means Customer Relationship Management. Though the term is transparent to understand by its name, not everybody is aware of doing it correctly without some supervision. Apparently, you can take the help of a CRM Implementation Consultant; otherwise, it can cost you some major blunders in your business.

CRM is an inclusive business strategy designed to boost profitability, lessen the overheads, and escalate customer reliability. CRM works on the simple philosophy to put the customers first.

When the businesses consider every action and preference of customers, they deliver a better customer experience, which in turn boosts their loyalty to your company. Modern businesses are investing in CRM because the various researches prove:

A single negative experience with a favorite brand will tend to lose 1 in 3 customers.
86% of customers are ready to pay extra for better customer experience.
Companies with better customer management services are 60% more profitable than those that don’t.

Why is CRM Important?

CRM software gathers all information together from various departments across the company to give a single holistic understanding of every customer in real-time.

The employees in the field of sales, marketing, and customer support who interact with customers regularly use CRM to make quick and informed decisions for everything from up-selling and cross-selling, to enhancing the quality of customer communication and approachability, to managing the sales and marketing campaigns.

When implemented effectively with the professional help of a CRM Development Company, CRM provides companies with not only insight into the opportunities to cultivate their business with each customer, but also a technique of determining their value.

There are loads of reasons that make a CRM approach important for your business, so here are a few reasons that will help you understand how CRM software can boost your business growth:

Business Process Automation

Business automation is considered as the most important benefit of CRM; it is very helpful to capture your customer’s feedback automatically. Not only captivating their response, but it will also show you the most appropriate proceeding step based on their complaints and suggestions.

CRM helps a company to streamline business processes automatically. It eliminates the chances of human errors by standardizing and automating sales, marketing, and service processes, which ultimately increases productivity, accelerates business operations, and enhances customer satisfaction.

Better Lead Conversion Ratio

As per reports, 79% of leads never convert into sales, and the most common reason behind this is the deficiency of lead encouragement. So here CRM comes to your rescue; it tracks all details about customer interactions like when the customer was last contacted, what was the conclusion, the suitable product based on customer feedback, etc.

CRM gives you all the insights that can help you turn your lead into a potential customer.

Personalized Product Configuration:

As a single size does not fit all, the same goes for the preferences of people. Customers will probably buy personalized products or services than general ones.

CRM helps businesses to configure products for each distinct customer by enabling them to customize products as per customers’ requirements. It also takes into effect the variability based on the other factors like region, country, industry, age group, etc.

Marketing Campaign Management

Managing campaigns is the very first step towards prospective customers with your products. Therefore, it must be impeccable. CRM conducts customer segmentation that splits prospecting customers into minor categories sharing similar kinds of features, which could be based on many factors, such as buying patterns, geography, age, gender, or some custom rules, etc.

For marketing campaigns, customer segmentation determines the best group to target, and campaign management assists in running a campaign and analyzing data.

CRM empowers the marketing campaigns by automating the process, which will get more qualified leads than traditional campaign methods. This approach trims down the campaign cost, evaluates campaign data, and predicts the forthcoming marketing strategy.

Improved Customer Support

CRM helps a business to retain their current customers, gain more business from them, and seize fresh leads. You can deal better with customers’ complaints or suggestions effectively and quickly by automating customer service processes with a CRM system. Human error reduces when you streamline business processes.

CRM provides you superior traceability over the employees’ actions on customers’ queries.

Gain Customer Loyalty

Attaining a new customer is almost 6-7 times expensive than retaining an existing customer.

Loyal and satisfied customers will most likely buy products from you than a new customer. Additionally, they spread optimistic views about your brand. Hence, satisfied customers will help you produce more leads and grow sales. Being an inclusive way of customer service and support, CRM helps to increase customer satisfaction and loyalty by building a healthier relationship with them.

Cost-Effectiveness

If you think CRM is expensive software and only big companies, then you may be wrong!

Using CRM can be a costly process for SMB, but over the passing time, efforts of CRM Firms have made it the most cost-effective way to run a business. Business process automation with CRM saves time, manual efforts, and other resources, which, in fact, reduces overhead charges.

In addition to this, you don’t even miss a selling opportunity when you’re not in the office. You can access customer data through your mobile anywhere and anytime.

Conclusion

Regardless of size and industry, CRM assists a company in understanding its customers and business in a better way. It delivers actionable insights about customers that improve sales and generate better revenue. When you start using a CRM system, it considerably enhances the business-customer relationship at various steps of business operations, whether it is for sales, marketing, or customer support.

It is extensively important to select the right CRM software for your business. Contact a leading CRM Consultant to help you find the most suitable one!

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CRM Servicescrm consultants, crm development company, crm system, salesforce consultant, zoho consulting partner

Zoholics – A Conference to Turn your Ideas into Reality

Abhishek Sharma / zoho crm consultants, zoho developer, zoho integrations, zoholics / Zoho CRM

We are pleased to inform that Encaptechno will be a part of Zoholics this year at Austin, Texas.

What is Zoholics?

Zoholics is Zoho’s annual user conference, which provides people an opportunity to meet their team face-to-face and learn directly from the staff behind Zoho applications. Zoho is expanding the scope of the event this year by including around 40+ applications, which means additional keynotes, more break-out sessions, and more time for one-on-one and hands-on training with support staff.

Each individual gets ample opportunity to network with the like-minded people from companies of all sizes and industries who have turned to Zoho to transform their business. Network in the evening after the event, and tap into the knowledge of experts from across sales, marketing, service, finance, commerce, and more to learn how you can deliver incredible customer experiences that will set your brand apart.

Why Zoholics?

Because it is aimed at training people on many products of Zoho. We will have an opportunity for focused learning from and connecting with fellow Zoho users, to help everyone get the most out of this software.

Each session covers everything from basic usage to advanced techniques, Zoholics is the ideal place to learn new tricks and gain the knowledge to help transform any form of business.

The Speakers of the Event

Paul Greenberg (Founder & Managing Principal – The 56 Group, LLC)
Ray Wang (Principal Analyst, Founder and Chairman – Constellation Research LLC)
Go Sugihara (CEO- ATARA)
Sridhar Vembu (CEO and Co-Founder – ZOHO)
Vijay Sundaram (Chief Strategy Officer – Zoho)
Raju Vegesna (Chief Evangelist – Zoho)
Andrew North (Publisher – 1975)
Anita Campbell (Founder & CEO – Small Business Trends Media)
Brent Leary (Co-Founder & Partner – CRM Essentials, LLC)
Brian Sommer (Founder – TechVentive, Inc)
Derek Top (Analyst and Director of Research – Opus Research)
Elaine Pofeldt (Journalist)
Esteban Kolsky (Founder and President – ThinkJar)
Laurie McCabe (Co-Founder & Partner – SMB Group)
Mitch Lieberman (Co-Founder – ConversationalX)
Ramon Roy (Editor – Smart Hustle Media)
Rieva Lesonsky (President and CEO – GrowBiz Media/SmallBizDaily.Com)
Sanjeev Aggarwal (Partner – SMB Group)
Tom Taulli (Media/Blogger – Forbes.com)
Val Steed (CEO – K2 Enterprises)

Encaptechno as authorized Zoho Partner

Encaptechno is a registered Zoho implementation partner and has done significant implementations on Zoho platform across their wide range of products.

We have done 60+ implementations in Zoho successfully with 95% satisfaction rate and spent over 3000+ hours in Zoho implementation. To know more about our Zoho services, visit our website.

We are pleased to be a part of Zoholics. See you all there with new ideas and new learning!!

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Zoho CRMzoho crm consultants, zoho developer, zoho integrations, zoholics

Rediscover the Future of Sales with Our Salesforce Team at Dreamforce ‘18

Abhishek Sharma / crm, df18, dreamforce, salesforce / Salesforce

Dreamforce 2018 – The four days of inspiration and having the time of your life with fellow Trailblazers. It is the most innovative software conference in the world from 25th September to 28th September. Dreamforce was surely not to be missed, and at Encaptechno we are always keen to learn new. So, we are going to California to learn from the experts and share our insights. Take a look at how you can rediscover the future of sales with us at Dreamforce.

Opting for Salesforce CRM is the key to business success. Its impeccable strategy and goal driven approach makes it the future of sales for sure. Willing to know how it can help you pave new avenues of success? Let’s take a look at its advantages then.

Simple and easy to use: To extract the full potential of a CRM, it is important that its functionality is understood by even a layman. There are a lot of companies making extensive use of CRM. But not everyone out there has sound software or technical knowledge. This is where Salesforce CRM comes in handy. It has a very simple and easy to understand user interface. Salesforce CRM saves you from the complexities of coding and precise product updates. All you need to do is follow its simple format which is not only easy to understand but easy to implement too.
Smooth integration and functionality: Salesforce CRM is designed in a well-integrated and functional way. It works as a great backbone service for facilitating easy data integration between various departments. In addition, it is also responsible for providing center-based customer information along with a plethora of data and statistics Moreover, the data and resources are kept very safely at Salesforce with its high-end security set up. It knows the value of sensitive data and makes sure to not compromise with it at any cost.
Customized and flexible approach: The needs and preferences of every company is different. And, Salesforce with its customized and flexible approach, caters to the individual needs of companies with efficiency. It has the ability to fit within any business model and provide relevant and tailor made data and statistics. In fact, it optimizes the whole system in a way that helps companies to measure and analyze the success of their marketing strategies. This, in turn, helps them customize their campaign in accordance with the results. Moreover, since the Salesforce CRM is cloud based, it becomes easily accessible to employees. It works wonders in increasing the flexibility of workflow and maximizing the productivity.
Excellent curation of user resources: The value added benefit of using Salesforce CRM is the access to it excellent curation of high-end user resources. It makes extensive use of innovation and invests in a lot of efforts, time and money to give its users a deep insight on its functionality, simple use, flexibility etc. From updating informative blogs and articles to hosting educational webinars and posting videos on various technical topics, Salesforce CRM does it all. All these resources don’t only empower the knowledge base of users but also, gives them a great customer experience. And if that’s not enough, it even has a high-end customer service team which work towards giving quick solution to any of the user queries.
Outstanding AppExchange feature: Salesforce CRM knows and understands the importance of applications in people’s life. Nowadays, there’s an app for everything. Therefore, Salesforce has leveraged it through its AppExchange feature. It is a marketplace catering to the app needs of users. It allows users to download and install a variety of apps with ease. It is another great way of improving the knowledge and functionality of any user base and giving them a world class experience.

All in all, Salesforce with its unique and innovative approach has made a mark for itself in the competitive world of CRM. It would be a lifetime experience to be there at Dreamforce and learn insights from the leaders. If anyone wants to meet us, look for us at Customer Success Expo: https://www.salesforce.com/dreamforce/expo/

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Salesforcecrm, df18, dreamforce, salesforce

PRODUCTS

Zoho One

Zoho Book

Zoho Creator

Zoho CRM

Zoho Bigin

Zoho Workspace

SERVICES

Zoho Partner Services

Zoho Implementation

Zoho Support

Zoho Consulting

Zoho Integration

Zoho ChatGPT Integration

SOLUTIONS

Salesforce

AWS Cloud

Cyber Security

Vryno

Azure

Digital Marketing

Author name: Abhishek Sharma

What is Zoho One?

Innovation That Goes Beyond Software Capabilities:

Breakthrough Technology At An Amazing Price:

CONCLUSION:

CRM – A brief

What is CRM?

How CRM projects become a disaster?

Conclusion

Related Read – Why do you need to Hire a CRM Consultant?

What if we told you that Einstein, Leonardo, Sensei, and Watson were alive?

What is Salesforce Einstein AI Suite?

What’s included in Salesforce Einstein AI Suite?

Salesforce Einstein App Categories

What are the benefits of Salesforce Einstein?

Application of Salesforce Einstein AI in B2B Marketplace

What is Salesforce Einstein Analytics?

Why is Salesforce Einstein Analytics important to your business?

Einstein Cloud Apps:

Robotic Process Automation and Salesforce: Automate Non-API Systems

Salesforce Einstein: A Must-Need in Covid-19?

Why CRM?

Reasons to Hire a CRM Certified Consultant

1. Selecting the Suitable CRM Platform

2. Time and Cost Resource

3. Customizing and Optimizing after Installation

4. Exposure to Best Practices

5. Information about Subtleties

6. Creating Past Solutions for Similar Problems

7. Pre-Developed Code

8. Pre-Developed Data Migration Strategies

9. Third-Party Product Recommendations

10. Training Team to Use New CRM System

Choosing the Right CRM Consultant

Wrapping Up

Why Does a Business Need CRM System?

What are HubSpot and Zoho CRM?

The Comparison – HubSpot vs. Zoho CRM

Side-By-Side Comparison Table

1. PRICING

2. FEATURES

3. Contact and Lead Management

4. SALES TOOLS

5. IMPLEMENTATION

Wrapping Up

Zoho One Integrations- Holistic Approach to Gain Success

How Can Zoho One Implementation Support Your Organization?

Integrated Suite of Apps

Smart Services for Enhanced Productivity

Tools to Customize Software

Why Should You Opt Zoho One Implementation for Your Organization?

1. Mobile Apps

2. Less Administrative Activities

3. Better Collaboration

4. Viewing Assets and Liabilities

5. All Business Highlights

6. Handle Leads and Deals

7. Optimal Customer Service

8. Employ Best Talents