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How are AI Chatbots Revolutionizing Customer Support?

Abhishek Sharma / AI based chatbots, better customer experience, machine learning, salesforce einstein bots, zobot, zoho salesiq / CRM Services, Digital Marketing

Artificial intelligence and all its possible implications can no longer be ignored. The suitable use of AI services and programs can potentially revolutionise a business like never before. The evolved companies are using AI for automating even the most basic tasks, changing interactions, building relationships, deriving profits, and offering services.

Artificial intelligence has also improved customer experience with personalised communication, image recognition, chatbots, and other recommendations. Most businesses use AI to enhance and personalise customer experiences. AI has a beneficial influence on customer success operations with the use of chatbots.

In fact, it has turned out that for earning the confidence and commitment of customers, AI-based chatbots have become critical. In this blog, we will try and understand how AI chatbots are changing customer support. Read on to know more.

What is a Chatbot?

A chatbot is computer software that helps businesses to automate conversations with customers. It is an artificial intelligence program that is designed to stimulate communications with customers. The customers can easily engage with an AI-based chatbot through the chat window, messaging and voice applications.

Everyone in the present world has come across a chatbot whether they know it or not. For some time now, chatbots have done an exceptional job of replacing the humans from one end of the conversation and have enabled human to machine interactions.

The thing with chatbots is that they can process data for responding to all kinds of needs powered by AI, NLP, and machine learning. In case the chatbots cannot answer a question or a request, the chat transfers to a human agent.

Mainly, there are two types of chatbots: Flow chatbots and AI chatbots. Both of them are designed to improve customer experience. Flow chatbots are like tree-based models which mean that the user is guided down a predetermined path defined by a developer.

The AI-based chatbots are self-trained so they can produce backlogs of knowledge according to the information they receive by interacting with customers. Multiple online customer service platforms use chatbots to manage the volume of questions, phone calls, and other requests.

Modern Chatbots Meet Customer Expectations

The technological developments that we see around us are in one way or another meant to be like human body developments. Chatbots were originally developed to replace human conversations with a machine. However, there was a lot of scope for improvement.

In the past, the chatbots took anywhere between nine to twelve months to build and get deployed. The cost of a large number of experts and chatbot dedicated software engineers required the first generation chatbots to be less cost-optimal than they could be.

Other than this, the chatbots also did not offer better customer experience. The robotic chatbots were scripted and they could not foresee user intent or engage in a meaningful and dynamic dialogue. User interaction suffered immensely because of this which eventually affected the overall user experience.

There was also a lack of understanding in the earlier chatbots for meeting the rising user expectations. They could not find the want of the users and they could also not formulate specific and personalised responses.

Changes in Customer Support Experience

A core principle of selling is the ability to strike suitable conversations. In the past, one on one human interactions were used to answer questions and address all the questions. However, with the evolution of online platforms, the feature of 24×7 customer support becomes ever-present. To fulfil this need, chatbots were developed. These chatbots are cost-effective and offer support at all times.

Traditional chatbots revolutionised the concept of customer engagement beyond measure. They recognized keywords but failed to recognize the context in which they were being used. These chatbots did not have the ability to understand human emotions such as anger, frustration, etc. They also did not understand the way people speak.

Even though the development of chatbots was efficient, they were mechanical in nature. On the other hand, the demand for personalised conversations was gaining attention to offer a seamless customer experience. This is how AI-based chatbots came into being. In addition to quick and affordable solutions, these chatbots understood the context and intent of customers before doing anything meaningful.

The chatbots recognized customer frustration and switched the changes to a human in the company’s support centre. AI chatbots offer a personalised customer experience by providing customer data to the agents in real-time. It was realised that customers want quick, and frictionless solutions to their problems and so, AI-based chatbots were introduced to make this happen. Zobot and Salesforce Einstein Bots are perfect examples of this.

Why are Chatbots Important for a Business?

Chatbots provide a quick and engaging customer experience with troubleshooting services, a help desk, and an assistant at all times. Chatbots are more convenient and it takes lesser time for customers to strike conversations using them. A bot uses AI to search through sizeable quantities of information while accurately selecting relevant answers for a consumer.

It has been noted that businesses that use chatbots can reduce conventional tasks while also handling different requests from customers. This quick way of handling customer questions and offering constant support helps businesses to improve customer loyalty. Some of the benefits of chatbots are mentioned below:

1. Reduction in Turnaround Time

It is challenging for businesses to maintain a balance between inbound customer queries and support agents. This is even if the company has a talented workforce and an agent is made responsible for handling only one customer at a time.

Manual tending to the customers leads to an increase in waiting time for customers due to which the business might lose a potential lead. On the other hand, chatbots have no such constraints. The implementation of AI-based chatbots can handle any number of customers and it can do this suitably.

2. Constant Customer Service and Support

The chatbots are capable of offering constant support to the customers. They use past conversations to improve at each stage.

The AI-based chatbots also enable everyone to offer at least the basic support needed for guiding a user to a specific section of the website while providing pricing details, etc.

3. Customer Needs

No matter which sector a business may operate in, it usually has a wide range of customer data needs including past transcripts of conversations, transaction history, etc. This is the data that is mostly unstructured because of which many companies fail when it comes to leveraging it.

The AI-based chatbots come with the ability to use this data for understanding the past and future requirements. It also helps the customers in receiving important information without manual intervention.

4. Omnichannel Experience

All businesses are needed to offer a better customer experience if they wish to grow in the market. In fact, this is what makes a business stand out. It can be difficult for agents to juggle between platforms for offering customer support in real-time.

On the other hand, AI-based chatbots are capable of offering an omnichannel experience with easy integration. Different platforms can also be integrated with chatbots. No matter which channels your customer needs, the business is always ready to offer it.

5. Personalised Recommendations

Artificial Intelligence assists the customers in the form of customer purchasing decisions and the creation of suggestions based on those findings. The suggestions also aid in the creation of focused branding and marketing initiatives that increase customer interest.

It must be noted that most online buyers believe that it is easy to obtain reliable and efficient suggestions using the power of AI and machine learning. The manual data can be used by AI to analyse purchasing trends and do predictive and prescriptive analyses to increase engagement.

AI discovers methods for shaping and creating a better customer experience interaction. Common opportunities such as upselling and cross-selling have the ability to increase because of improved suggestions.

6. Efficient Services

We have already understood in the points mentioned above that customers want rapid and efficient services which is something that should not be overlooked. AI-based chatbots satisfy this consistently and efficiently.

The chatbots have few mistakes which make it easy for customers to obtain the information that is needed for improving their analytical abilities. Customer service can either make or break a business because it must be responsive, consistent, and focused.

Chatbots for example can answer simple questions, minimise touchpoints, expedite conversations and assist with complicated situations. AI-powered virtual assistants aid consumers in navigating the procedure and conversing with them. Natural language processing, voice assistants, and machine learning can allow AI agents to make it easy to approach customers online.

7. Real-Time Decision Making

Organisations may also employ tracking and data analytics for interacting with the customers on a deeper level because of technologies like artificial intelligence and machine learning. Other than this, facial expressions can also be taken into account for allowing a personalised and tailored customer experience.

The AI technologies also help in data cleaning, merging, and rearranging helps in making quick decisions. Other than this customer feedback, service requests, and response times can also be improved. The AI technology can be used for extracting customer trends and customer interactions.

With the real-time data, visual analysis and personal engagement with customers also improves considerably. The information used helps in providing excellent customer support along with fostering deeper relationships.

8. Better Product Recommendations

The teams can use AI-driven suggestions for offering the best products recommendations by combining the data and knowledge together. It is also possible to improve sales by collecting data such as website search questions, purchase habits and so on.

The suggestions have the ability to offer the best product characteristics and dynamic data. With the media initiatives, product suggestions can also lead to a better customer experience. The customers can learn more about the items they have purchased while locating comparable ones that can improve their experience.

Product suggestions also help in determining which aspects of a product such as composition, performance, scope, and function can be improved. This increases the overall product characteristics while also improving the core emphasis on products and services.

Conclusion

To make sure that the customer information is used successfully, data is important for ensuring the best customer experience. All customers must be served by an AI-based customer support centre and AI solutions are an excellent way to do that. Companies must integrate this technology at the earliest.

More and more businesses are focusing on improving the customer experience for gaining loyalty and confidence. Great outcomes are possible if data-driven marketing innovations are used as a part of the marketing plan.

With the integration of customer data, AI is evolving to offer many options for customers including the creation of customer journey maps, reducing turnaround times, simplifying customer interactions, and increasing customer engagements. Making sure that these aspects are integrated will ensure user-friendly customer support and experience.

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CRM Services, Digital MarketingAI based chatbots, better customer experience, machine learning, salesforce einstein bots, zobot, zoho salesiq

Tips to Reinvent Your Recruiting Process with Zoho Recruit

Abhishek Sharma / AI recruitment software, artificial intelligence, recruiting automation platform, zoho recruit, zoho services / Zoho CRM, Zoho Implementation

When the pandemic affected people the world over, so many employees in different countries were subjected to layoffs. Two years after the pandemic, the workflow has completely changed. So many young professionals have become used to working from home and many have even quit their jobs to pursue other things and build start-ups.

To put this in easy words, the Great Resignation has hit industries similar to a tidal wave and it has also reshaped traditional work models causing massive shifts in working norms. As a result, multiple talent acquisition managers and professionals are redesigning their recruitment processes.

In this scenario, the implementation of a recruiting automation platform such as Zoho Recruit has helped many organizations. In this blog, we will see what Zoho Recruit is and how organizations can use it for reinventing their recruiting process.

What is Zoho Recruit?

Zoho Recruit is an Applicant Tracking System (ATS) and recruitment software that has been created for managing the recruiting process in staffing agencies and corporate companies. It is an AI recruitment software that can streamline the recruitment process seamlessly. Starting from resume management, candidate sourcing, applicant tracking, communication, interview scheduling, and hiring functions within a single system, Zoho Recruit does it all.

One of the primary objectives of creating Zoho Recruit was to eliminate manual data entry and traditional hiring methods including spreadsheets for scheduling, resume attachment downloads on desktop folders. Other than this, Zoho Recruit brings important stakeholders on board including customers and recruiting team on just one platform.

From multi-channel communication to product customization and hiring productivity or third-party integrations, Zoho Recruit provides a wide range of features that support the requirements of staffing agencies of all sizes, different industries, small and medium-sized businesses, and even large enterprises. The integrations with some of the premium job boards and niche boards also give recruiters using Zoho Recruit a much better advantage over competitors.

This is recruiting software that uses feature incorporations such as source boosters, semantic search, advanced customizations, hiring pipeline dashboard, advanced customizations etc. for ensuring that the time to fill is reduced to a great extent and the cost per hire is parallel. Finally, Zoho Recruit’s advanced automation features also help in saving time and recruiting faster, better, and smarter.

There are prominent features that make Zoho Recruit stand out in the market and they include advanced search, creating job openings, scheduling interviews, application tracking, assessing candidate’s status, tracking sources, emailing inside Zoho Recruit, embedding resume forms, publishing job openings, parsing resumes, and much more.

Benefits of Zoho Recruit

1. Automated Recruitment

When done manually, recruitment involves many tasks that must be carried out properly. It is important to make sure that candidates from reputable sources are sourced, job listings are posted on the right platforms, and candidate data is consolidated, and so on.

Zoho Recruit serves as an automated hiring platform that simplifies all these processes so that the focus is more on attention-demanding responsibilities. It has customizable tools that help in programming the software to automate data input, consolidate candidate information, update interview schedules, tackle tedious and repetitive recruitment tasks.

2. Effective Candidate Assessment

This is one of the most time-consuming aspects of the recruitment process when it comes to compiling information of candidates for assessment. By looking at the candidate pages tool of Zoho Recruit, it is possible to take a detailed look at the profile of a candidate without feeling any need to sift through piles of documents.

Zoho Recruit helps in finding the name of a candidate in a database, clicking on it, and seeing a detailed profile with pictures, contact data, and social links almost immediately. This way, the recruiting manager can sort the candidates by taking a good link at their credentials.

3. Application Filtering

Zoho Recruit is significantly effective at hiring easily because it works on the basis of previously inserted values that each applicant should respond to. In case an application does not fulfil any given criteria, it can automatically be withdrawn until the recruiter wants to have a complete look at it.

Meanwhile, Zoho Recruit ensures that vacancy appears at all important locations and job boards so that quality candidates can come across eventually. Until the position is filled, the vacancy is shown so that steps are taken to hire a person early.

4. Streamlined Application Database

Right after a candidate gets chosen for hire, Zoho Recruit login can be used to automatically feed information into a centralized applicant database for easy onboarding and performance monitoring.

When the records are in the system, it becomes possible to manage candidates and the present employees while using their information stored in the database. As the application is entirely cloud-based, one can get it up and running immediately while not worrying about any complex downloads and expensive installations to worry about.

Tips for Reinventing the Recruiting Process

1. Redesigning Hiring Strategy

In almost any field, professionals are always on the lookout for increasing their performance and moving up the professional ladder. One of the best techniques to do this is reviewing the past performance so that actions can be observed and analyzed when they are their best and one can find what areas must be worked on.

Recruiting process is similar. It is important that you break all elements of your hiring process, look at your past performances using metrics such as time to fill, cost per hire, and so on. In case you have collected feedback, this is a good time to study that feedback and pick a pattern of which applicants did you like. This will streamline the previous recruiting experience.

Other than this, leveraging changes such as mass job reshuffling also gives you a great chance to rebuild your talent pool while letting you stay on top of rising employment trends such as economies. When you look at every stage of the process under a microscope, you will be able to uncover both the hiring success and challenges that cause you to miss out on potential candidates.

2. Highlighting the Pain Points

Once you know the challenges that you have been facing in the recruiting process, you can start working on all of them individually. This will give you time for re-evaluating and recording the improvements substantially rather than trying to change it all at once. For example, a small change in listing down applicants can make radical improvements in the overall process.

It is always good to experiment with AI recruitment software as a hiring professional so that you can keep an account of what is beneficial and what is not. The changes that you make are calculated and also yield a large return on the investment. In case candidate management is something that is proving to be trouble then you can be better off focusing on issues of candidate communication.

Recruiting process management enables you to analyze the effectiveness of solutions at a micro-level. After you narrow down the problematic areas in recruiting strategy, you can put important variables to test until the time all solutions come together to form an improved hiring process.

3. Adopting Data-Driven Approach

Hitting a block in your hiring process can be frustrating, to say the least. This is more so when the times are tougher for the recruitment industry. What matters is how you will overcome the slump.

When you condition yourself to become proactive and prepared for problems ahead of time, you become capable of handling uncertain job markets. The best way to do this is to become proactive with data.

Gathering the data you need for making improvements to your hiring strategy can require diving into technology. It is best to evaluate the digital ecosystem and see whether adopting or migrating to a recruiting automation platform will work for you and your team.

An ATS allows you to design a workflow that can effectively automate repetitive tasks while giving you more time to reconnect with and earn goodwill with customers. In addition, an effective AI-powered ATS also provides you with real-time data that is usually stored automatically and is accessible anytime with reports and dashboards.

In case you find it rather troublesome to gather data needed to compete in the present recruitment market, it is best to learn more about the working of the Zoho Recruit Application Tracking System. It can give you the information needed to make decisions because it allows you to track weaknesses and develop solutions.

Conclusion

Recruiting process is not so easy. There are many aspects that must be taken care of as the needs of all clients in a staffing agency cannot be thought of as one. Hence, there is a need for robust AI recruitment software that can effectively optimize the recruiting process irrespective of moving from a traditional hiring system to migrating from ATS. With the implementation of Zoho Recruit, the recruiting managers can decrease the time and allow others to find the right candidates for each role.

Recruiting managers can have different needs but they can effectively customize the software according to what they want. Zoho Recruit also helps to form a strong online presence with multiple integrations. It helps extensively in managing relationships with customers. The tools and integrations can help in improving efficiency in sourcing, screening, onboarding, and hiring candidates without any sacrifice of quality of hire.

If you haven’t already implemented Zoho Recruit, it is time to take action and do it right away for better recruiting and hiring managers. Get in touch with our certified Zoho consultants to know more about Zoho Recruit and how it can help your business.

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Zoho CRM, Zoho ImplementationAI recruitment software, artificial intelligence, recruiting automation platform, zoho recruit, zoho services

How Does Zoho CRM Effectively Analyze the Good and Bad of Your Business?

Abhishek Sharma / creating sales strategy, lead lifecycle management, online crm system, sales monitoring, zoho crm, zoho partner / Zoho CRM

The straight-up meaning of customer relationship management is the sum of all business techniques, tools, and strategies that manage a company’s relationship with all customers. The process of customer relationship management is aimed at gaining new customers while keeping the old customers intact.

Zoho CRM is an excellent software that manages customer relationships globally with ease. This is software that includes everything that a business can possibly want from generating more leads, tracking new sales performance, and closing more deals.

The companies that use Zoho CRM can effectively manage their marketing, sales, and customer service matters in the B2B and B2C strategy. In different words, with CRM it is possible to manage the business to business relationships and business customer relationships. Zoho runs on the SaaS (Software-as-a-Service) model and is also compatible with various computer applications.

It can be said that the online CRM system of Zoho targets small and medium businesses by offering CRM on budget. It can help in reducing the cost of centralized data and free migration integration with a third party application. It also helps in increasing sales with a sales automation feature while offering improved customer segmentation and automated sales reports.

All in all, Zoho CRM helps in an effective analysis of the good and bad of a business. In this blog, we will see how it does that in complete detail.

Zoho Analyses Your Business Comprehensively and Deeply

Zoho CRM is an online CRM system that comes with many functions that help in tracking and measuring the performance of all activities, particularly the sales activities while also understanding targets and how they can be achieved. This analysis is done using reports, capabilities and other analytical components so that smarter decisions can be made for business growth.

For instance, reports have the ability to offer real-time insights into different attributes such as sales trends, marketing trends, performance reports, campaigns conducted, etc. In addition, the analytical components help in finding out key performance indicators along with the present status of targets by creating dashboards.

The primary purpose of Zoho Analytics is to offer you a deep analysis of all facets that are involved in a business. The reports generated on Zoho CRM enable easy access, analysis, and tracking of business while giving you the information that further helps in making primary choices.

There are a total of around 40 pre-built reports that help in tracking the important sales KPIs. Zoho CRM comes with the ability to convert these reports into charts so that the process of data analysis becomes easier. You can customize the reports and include important data from various modules.

The kind of analysis that the Zoho CRM is capable of performing includes:

You can have a detailed analysis of important information. With this, your organization can effectively make some data-driven decisions.
You can perform an easy filtration of data on the module criteria.
Zoho allows you to choose an arranged template and chart type. This can be used to represent the data perfectly.
It is possible to combine the leads, campaigns tasks, vendors, and quotations in just one database using Zoho CRM.
Zoho CRM also enables you to export the reports as files in different formats while giving the Dashboard access to the people who need it.

Zoho CRM can be called an online CRM system that is capable of effectively tracking all kinds of progress. There are many benefits that are there in this process. You can track the progress in the sales towards your objectives and plan the follow-up efforts as well. You can also analyze the different aspects of operations that require more attention and you can also evaluate the success while comparing individual performance.

Analyzing Key Business Metrics With Zoho CRM

Zoho CRM makes it possible to analyze and track important business metrics while empowering the businesses at each step. Data is a goldmine in the present time and it can be effectively analyzed with the power of Zoho Analytics.

You can differentiate and use the Zoho CRM data in the ways that you like the most. It is also possible to create the sales funnels, make sales projections, gauge the sales performance, understand the win/loss rates, track the KPIs and do much more.

Zoho is an online CRM system that lets you do the following things:

Zoho offers an efficient analysis of lead lifecycle management. You can analyze and track the leads by their source, status, and even ownership. You can also see your conversion rates, find where the potential churn the most, and measure the efficiency of the sales pipeline.
In addition, you can analyze the sales activity, track numbers at each stage of the sales pipeline. You can create sales funnels for understanding if there has been a significant drop or a rise in the sales pipeline. You can also track the conversion rates while boosting the overall efficiency of the sales process.
Zoho CRM enables you to combine and blend important data from other business applications for cross-functional analysis. For instance, you can combine your marketing budget in tools such as Excel, AdWords, etc. along with your sales data from the CRM for creating a spend vs sales report.
With Zoho CRM, you can stay updated with the data alerts. You can set targets and also be notified when they are achieved. This also allows you to track any spike, a seasonal change or an anomaly in the data with respect to the contextual alerts.

Thorough Sales Analytics

Zoho helps in creating a sales strategy with its sales analytics features. The detailed sales analytics features help in selling better, faster, and smarter. Some of the benefits that the sales analytics is capable of offering out rightly include:

Collaborative Analytics: Using Sales analytics, you can develop and even analyze reports together with the content marketing team. You can also share and embed the visualizations for wider consumption.
Pre-Built Visualizations: You can instantly begin your analytics journey with at least 75 pre-built reports and dashboards on the sales performance.
Email, Print, and Export Reports: Zoho CRM allows you to export, print, and email reports. There is an option to schedule the reports and dashboards for emailing automatically to the given recipients.
Sales Forecasting: You can make informed decisions from the sales data and also manage the cash flow workforce and resources using the Zoho CRM. It is also possible to predict future revenue and plan for future growth.
Analytics Assistant: Zoho CRM is a smart analytical assistant. You can type your questions and see if Zia, Zoho’s AI assistant can come up with suitable answers in the form of reports and KPI widgets.
Sales Representative Analysis: It is possible to review and analyze the sales representative performance and go on the top of your organization with this.

Analyzing Data and Getting Insights

You can connect, prepare, and perform the analysis while getting deep and actionable insights using Zoho CRM. It can be said that Zoho CRM is one of the best methods to analyze the good and bad of a business.

The processes such as data reporting and management are two important and many times overwhelming tasks for an organization. Many times, the raw data handling and management features play a significant role in forming reports that allow in analyzing sales and marketing campaigns.

The BI and analytics software called Zoho Analytics is one of the best tools that can be used to change data into actionable reports and dashboards. This helps the users to create dashboards and visualizations that present data in a simple and also self-service model.

Some of the common benefits of Zoho Analytics that help in analyzing the good and bad of business include:

1. Data Source Connection

Commonly the business data stays scattered in web feeds, Google sheets, cloud storage, and other online applications. However, the data analytics feature of Zoho Analytics can be of significant assistance. It can be used to connect various data sources for the purpose of reporting and analytics.

You can get great assistance from a standard Zoho Analytics consultant for uploading and blending data from various files and databases. Files such as text files, spreadsheets, business applications, Microsoft Excel, etc.

2. Analytical Reports and Dashboards

Using the drag and drop interface of Zoho Analytics, it becomes possible to present insightful reports to the customers. A wide range of virtualization components including charts and widgets are included in the Zoho Analytics that helps to create simple and interactive dashboards.

In addition, it is also possible to combine multiple reports in a single dashboard which makes it much simpler for any team to track key performance indicators. For instance, if you want to do sales monitoring, that can be possible with analytical reports and dashboards.

Zoho Analytics comes with an easy to use and a pre-built analytical set of functions that can be used for a deep performance analysis along with deriving key metrics. In addition, it also includes a spreadsheet-like interface for data addition, analyzing metrics, and detailed reporting.

3. Reporting and Collaboration Feature

Using Zoho Analytics, it becomes very easy to develop reports with team members along with much better access to options such as read-write, drill down, read-only, etc.

Zoho Analytics comes with an ability that allows you to quickly and easily publish reports while also giving users access to Zoho analytics login. It is a great option to get in touch with a Zoho Analytics consultant so that easy collaboration and reporting features can be maximized.

4. Centralized Data Collection

Due to the easy to navigate and smart assistant of Zoho Analytics called Zia, a centralized collection of data is facilitated. This data collection helps in streamlining data and developing a 360-degree view of a company along with an answer to important questions related to the financial status, operational efficiency, and customer behaviour.

In addition, Zoho Analytics simplifies otherwise difficult processes such as data splitting, merging, and formatting to ensure productivity. As a result, the final result is favourable when it comes to decision making.

5. Embedded Business Intelligence Solution

Using Zoho Analytics, anyone can set up a reporting portal that provides an embedded business intelligence solution option. There is a list of comprehensive APIs and completely customizable design elements that help in tailoring the portals, dashboards, and reports just as a person wants.

The users can effectively embed Zoho Analytics with many other solutions like ERP tools and CRM platform as well. The solutions offer easy integration and a completely rebranded user portal for an easy user experience all across platforms.

Zoho analytics effectively allows businesses and different organizations to make quick decisions with the use of AI-powered assistance and auto blending of data. The embedded business intelligence solutions are a way for analyzing the good and bad of a business.

6. Data Visualization

One of a kind BI & analytics software, Zoho Analytics comes with an interactive and insightful dashboard that helps in gaining important information. This software helps in offering businesses a library of visualization techniques while ensuring that the organizational trends are recognized easily.

It is possible to collaborate with Zoho Analytics consultants easily for understanding data visualization that helps business teams to make effective decisions that enhance the bottom line of any business.

7. Flexible Architecture

Zoho CRM offers an extensible tool that can be scaled just as a business develops. It has a scalable architecture that enables a person to integrate into applications of any particular size.

Furthermore, it can also be configured to generate reports and handle large volumes of data by using scalable column database technology.

8. Collaboration and Productivity

Zoho CRM allows easy collaboration between the business teams by providing team leaders and managers with easy access to data that the colleagues and clients can see and edit.

Based on access, users can create a comprehensive report, embed it into the website, and also share it with team members with an email for collaboration. Zoho CRM also allows the creation of annotations and images for creating comment threads that enable easy and productive communication.

Conclusion

Zoho CRM is capable of offering a detailed analysis of a business so that quick and effective decisions can be taken when it matters. One can monitor the sales cycle, customize dashboards, create charts, target meters, KPIs, and funnels based on the business goals.

In addition, Zoho CRM also enables a business to take data-driven decisions so that the conversion rate can be improved. Using powerful charts, one can compare and contrast the records to know where the business stands at the moment. It is also possible to focus on different regions, target marketing campaigns, and set organizational objectives for the business development.

In case you haven’t yet implemented Zoho CRM then you are missing out on a lot that can allow your business to grow significantly. Use Zoho to capture a picture of your business and let your business grow manifold just the way it deserves. For more information on the implementation of Zoho CRM, get in touch with our consultants at Encaptechno, today.

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Zoho CRMcreating sales strategy, lead lifecycle management, online crm system, sales monitoring, zoho crm, zoho partner

Streamline Your Hiring Process with Zoho Recruit Automation and AI

Abhishek Sharma / AI recruitment software, artificial intelligence, recruiting automation platform, zoho recruit, zoho services / Zoho Implementation

The job market needs a scale up and efforts are being made consistently to do the needful. The positive trend of people looking for a job has set into motion a much more lucrative year for the recruiters when it comes to business, but also the satisfaction of putting people to work when it makes a difference.

During the COVID, many professionals had been displaced. However, today these professionals are able to apply for jobs that are relevant to their skill sets. This promises them a much better scope, both for the candidates to find their dream jobs and for the recruiters to be able to partake in a journey.

In case you are a recruiter or you dream of starting your entrepreneurial journey then working with a recruiting automation platform can be extremely helpful. This is the right time to start and starting an application such as Zoho Recruit is a great choice.

In this blog, we will discuss how a person can streamline your hiring process with Zoho Recruit with automation and artificial intelligence. First, let us start by understanding what Zoho Recruit is in complete detail.

What is Zoho Recruit?

Zoho Recruit is a recruiting automation platform that helps in quick and improved hiring processes. It is a cloud based applicant tracking system that is created to offer diverse and an end-to-end hiring solutions for the staffing agencies, temporary workforce, and corporate HRs. Using the intuitive remote hiring software such as Zoho Recruit, the hiring process can be made completely effortless.

Zoho Recruit also offers seamless integration for the hiring process. With Zoho Recruit, Zoho has come up with a tool that enhances the manner in which recruiters find, engage, and hire talent. There is a growing list of integrations that offers recruiting professionals all the freedom needed to work with the best tools and solutions for ultimately strengthening the recruitment platform.

Zoho Recruit for Staffing Agencies

Zoho Recruit is an AI recruitment software and an enterprise ready platform that comes with a built in customer portal, resume processing tools and much more that ensures hiring processes are fool proof. It makes agency recruitment completely effortless.

The staffing agencies can source talent quickly by instantly searching candidates using powerful source boosters of Zoho Recruit.
Staffing agencies can maintain safe, compliant, and completely inclusive hiring practices with background screening functionality.
The agencies can also make informed hiring decisions on the basis of a comprehensive view of candidate status.
Job application process can be simplified by auto-filling information from LinkedIn profiles.
Staffing agencies can create a blueprint on the same page so that the recruitment process can become automated.
The resume templates can be tailored for the candidates using a company logo and more.

Zoho Recruit’s Corporate Recruiting Software

The hiring process is changed considerably with Zoho Recruit’s corporate HR software. This software streamlines the hiring process for corporations and SMBs with features that make ensure short filling time and longer employee retention. Custom made career pages can also be created and employee referral portals while including the HRMS and managing candidates.

Zoho Recruit helps in employee referral which further leverages the workforce as a sourcing extension.
Offer letters can be sent with ease using Zoho Recruit. They can be digitized creating templates for candidates to accept the job.
Zoho Recruit is an AI recruitment software that can be used to build an employer brand. You can extend the look and feel of a brand by customizing the Careers page with Zoho Recruit.
Zoho Recruit allows the corporate organizations to assess first and then interview. You can create pre-screening assessments to measure candidate skills.
The feature of effective territory management introduced by Zoho Recruit grants the users easy access based on the characteristics of accounts.
You can easily convert hires to employees with the Zoho People integration while converting a candidate’s status to employee seamlessly.

Zoho Recruit for Temporary Staffing

The jobs can be closed quickly using Zoho Workerly. This is a temporary staffing software that allows agencies to schedule jobs for temps, create and approve e-timesheets and also generate invoices within a single interface.

Zoho Workerly enables an easy and conflict-free scheduling method in just one place.
You can create and manage timesheets across various jobs.
You can generate invoices immediately when a job gets completed and get quick payments using Zoho Workerly.
The temp portal can be used to accept or reject a job or with an email or a text message.
You can update work, clock hours and send timesheets for review using the mobile application.
You can also view the job offers and see any upcoming, current, and completed projects.

Zoho Recruit for Hiring on the go

Zoho Recruit allows the users to see the candidate profiles, schedule calls, interview candidates and do much more. Using the mobile application of Zoho Recruit, one can step away from work without stepping away from work.

Zoho Recruit allows effective planning of a workday. You can create, organize and prioritize effectively. The Recruit calendar helps in planning and tracking tasks while keeping your day on schedule.
You can instantly manage records effortlessly with Zoho Recruit. They can be added and managed while being on the road including Job Openings, Contact, Candidates, Interviews, Clients, and To-Dos.
Zoho Recruit also helps in scheduling interviews with ease. You can arrange interviews with the candidates in just a tap or two.
An excellent AI recruitment software, Zoho Recruit helps in updating job structure status right away. Candidates can be kept in the loop by changing a job opening status so that no one is guessing.
You can hold meetings with only a single tap. The Zoho Recruit mobile application helps in keeping up with the candidates, clients, and contacts. They are always just a call or a text away.
You can sort candidates quickly using Zoho Recruit. If you need to see which candidates are associated with a job opening or submitted to a client for a review then the data is always available at your fingertips.
The comments and communication can be tracked easily and from anywhere using candidate, client and contact modules.
After the configuration of your email account, the Mail Magnet is useful in scanning the inbox and keeping you notified about emails while performing quick actions.

Now that we have got an overview of how Zoho Recruit helps in streamlining the hiring process, let us discuss an example.

Understanding the Streamlining of Hiring Process with Zoho Recruit

Sanjay runs a staffing agency from the year 2019. After facing many challenges during the pandemic, he finally thinks that the companies are becoming stable now and wish to hire talented individuals. Sanjay knows that the traditional method of recruiting manually is not just time consuming and cumbersome but are not time and talent sensitive.

Recently, Sanjay was assured that he had been thinking right because he was approached for hiring multiple professionals for his new client. Different posts require a different set of skills and some also require certifications for performing tasks set by job description.

With multiple requisitions being open at the same time, Sanjay and his team knew that sourcing, screening, assessing, and choosing qualified candidates in the limited time frame is not possible. Using Zoho Recruit, Sanjay noticed an improved recruitment process. His journey with the AI-driven Zoho Recruit is:

Sanjay can easily add his brand information and the user roles using the customized access permission for individual employees.
Sanjay is using an ATS for the first time so he imports the data from all spreadsheets for managing the candidate database and client contact information.
Sanjay can add important information about job opportunities his clients have specified while assigning them to recruiters from his team. The team can then push the job requisitions on various job boards and vendor portals.
Using Zoho Services, Sanjay can be associated with the different recruiters and some clients can also have internal team leads that would like to refer candidates. For managing the job orders better, he can create a vendor portal where the best matching candidates can be submitted and stay updated on the status during the hiring process.
Sanjay’s clients create new job openings, send feedback for the candidates submitted, and take the interview decisions. This can shorten the feedback loop after the candidate interviews and enables Sanjay to cater to various clients at the same time.
After the client shortlists the candidates, Sanjay can schedule interviews based on the stage they are in the process. This differs from video interviews, live interviews, cognitive assessments, and much more. Using an AI recruitment software such as Zoho Recruit, time can be saved while scheduling interviews and eliminating redundant tasks, coordinating client schedules, and gathering post-interview feedback.
Sanjay can then set up a workflow to send customized emails for hiring candidates.

Staffing Agency Example

Rekha is running a staffing agency in India. She implemented Zoho Recruit because her present ATS does not cater to the language diversity she needs and also lacks important features. Her team also gets caught up in the completion of activities such as manual searching of candidates, sorting stacks of resumes, making calls and sending emails to set up screenings with candidates.

Rekha is completely aware that at the present time, even 24 hours can make the difference between landing or losing a top candidate. This is how Rekha set up the system.

Rekha can add her brand information and changes the preferred language to English on the ATS while customizing user roles and access permission for individual users.
Rekha can migrate from another ATS to Zoho Recruit so that the import of data can be easy from the previous workspace.
After Rekha imports the data on the basis of client requirements, she can add information about job opportunities and assign them to recruiters from her team.
All resumes that Rekha and her team received from various job integrations, social media, and careers go through a resume parser mapping powered by AI. This helps them to standardize and align parsed resume structure to a customized form for a seamless import of candidate profiles.
Rekha can use Zia after the candidate’s resume is parsed to generate a Match Score for seeing how good of a fit they might be for the job. Zia, the AI assistant of Zoho Recruit uses skillsets associated with the job for assessing requirements before fetching a list of candidates with matching skills and generating match scores.
Rekha can offer candidates a portal to apply, track applications, and receive prompt updates for improving the candidate experience and strengthening the employer brand.
The Advanced Recruit Analytics empowered using Zoho Analytics helps Rekha analyze Zoho Recruit data and create useful business intelligence reports and live dashboards. Using this integration, Rekha’s recruitment process is optimized and adjusted based on data. The resume parser mapping powered by AI and proprietary algorithms helps to standardize and align parsed resume structure supported by an organization.

Conclusion

The needs of all clients in a staffing agency cannot be presumed as one. Hence, a robust and user-friendly ecosystem can optimize recruiting process regardless of transitioning from a traditional hiring system or migrating from ATS. Zoho Recruit helps in decreasing the time and allowing to find the right candidates for each role.

Sanjay and Rekha had different needs but they were both able to customize Zoho Recruit and streamline their hiring process. With this AI recruitment software, Sanjay and Rekha’s team has more time for targeting potential clients.

Zoho Recruit also helps to form a strong online presence with multiple integrations. It helps extensively in managing relationships with customers. The tools and integrations can help in improving efficiency in sourcing, screening, onboarding, and hiring candidates without any sacrifice of quality of hire.

Streamline Your Hiring Process with Zoho Recruit Automation and AI Read More »

Zoho ImplementationAI recruitment software, artificial intelligence, recruiting automation platform, zoho recruit, zoho services

A Complete Overview of Zoho Analytics

Abhishek Sharma / analytics software, business intelligence, data analytics, data visualization, reports and dashboards, self service BI, zoho partner / Zoho Implementation

Zoho Analytics is one of the finest self-service BI and data analytics software that allows you to analyze data, create amazing data visualizations, and discover hidden insights within minutes. It provides cutting edge analytical solutions that are needed to transform raw data into actionable insights.

Zoho Analytics also allows users to fetch data from any data source and analyze it visually for making informed and data-driven decisions. In addition, it also allows the user to easily share insights and collaborate.

A great feature about Zoho Analytics software is that it allows the users to create visualizations and dashboards to present data via a quick, easy and self-service model. It also brings detailed insights and analysis to an organization’s business data on demand without any help of IT assistants or data analysts through extensive automation efforts all across the analytical process.

The users can crunch large datasets, clean and blend data, perform different analytical tasks and also visualize the results in dynamic graphics to extract insights. They can also make informed decisions in a stand-alone or embedded environment with the support of mobile devices. Additionally, it comes with a flexible on-premise and cloud deployment model.

Features of Zoho Analytics

1. Data Integration

You can get your data analyzed wherever it may be using over 250+ data sources of Zoho Analytics. You can connect to data from files, feeds, web URLs, databases, business applications, and much more.

Files and Feeds: Zoho Analytics allows you to upload data from spreadsheets and flat files such as Microsoft Excel, HTML, CSV, XML, JSON, text files and more. The data can be easily fed from online storage services such as Zoho Docs, Box, Dropbox, Microsoft OneDrive, etc. It is easy to pull data from web URL feeds.
Databases: You can connect with popular business applications in Sales, Marketing, Finance, Help Desk, IT, HR, and many more with the ready-made connectors.
Custom Apps: Zoho Analytics software offers powerful data import and integration APIs for building a connector quickly, and getting data from any offline/online application for analysis.

2. Data Preparation and Management

You can use the self-service data and management application called Zoho DataPrep very easily with Zoho Analytics. This is a good way to get your data cleansed, transformed, enriched for easy and better analysis.

Auto Model: Zoho Analytics is a business intelligence software that automatically identifies data types. You can get suggestions for joining datasets and create custom data types for identifying and fixing invalid data.
Smart Cleanse: You can filter and cleanse data using intelligent suggestions. Improve the quality of your data by removing duplicates and invalid entries.
Transform: You can format and change your data without any need for coding. This will also help you reshape your data using over 250+ functions like summary, pivot, unpivot, etc.
Enrich Data: Zoho Analytics also allows you data with ML/AI-powered transforms such as sentiment analysis, keyword extraction, language detection and more.
Catalog Data: The use of Zoho Analytics software also enables you to manage your datasets by categories, custom tags, data readiness, data quality, and more. You can also use the search capabilities of Zia which is Zoho’s smart AI assistant for performing system-wide metadata searches.

3. Visual Analysis

The data visualization is one of the best features of Zoho Analytics. With the use of this feature, it is possible to slice and dice your data while analyzing it visually with a wide range of visualization tools.

Visualization Options: Zoho Analytics allows you to use a wide range of charts, widgets, summary, pivot, and tabular views for creating insightful reports and dashboards.
Drag and Drop Report Creation: Zoho Analytics also enables the effortless creation of meaningful reports and dashboards with the intuitive drag and drop interface.
Tabbed Dashboards: With Zoho Analytics, many reports can be combined into tabbed dashboards using a drag and drop designer. You can insert images, formatted texts, web components and widgets in a flexible designer layout. You can make this easy for your executives and users to track KPIs effectively.
Dynamic and Interactive: Zoho Analytics is a reports and dashboards BI software that allows you to use a wide range of interactive options such as view underlying data, drill down, contextual filters and many more for performing ad-hoc exploratory analysis.
Geo Visualization: You can analyze your geographical data with interactive map charts. You can compare and measure key metrics across countries, regions, states, postal codes, and latitudes and longitudes.
Image-Based Visualizations: Zoho Analytics helps in plotting location data spread over custom image boundaries such as basketball courts, city parking lots, roads, etc. This includes image visuals in your reports to enhance visual appeal and readability.

4. Augmented Analytics

Zoho Analytics software augments your analysis of data with the technologies such as Artificial Intelligence, Machine Learning, natural language processing and generation, and getting quick insights from your data.

Zia Insights: It is possible to get contextual and actionable insights that go way beyond visualizations in the form of digestible narrations with zero interactions.
Conversational Analytics: Zoho Analytics allows you to engage in colloquial conversations with Ask Zia so that you can get relevant reports as answers.
Automated Reports: With a single click, you can generate a valuable set of auto-generated reports on whatever data you may have when you are beginning your analysis.
Predictive Analytics: You can also apply custom forecast models and forecast values of business metrics while predicting the upcoming trends.
What if Analysis: Zoho Analytics helps in simulating complex scenarios, and finding optimal business outcomes with the use of what-if analysis.
Data Alerts: With the Zoho Analytics self-service BI, you can get notified automatically on important changes to your KPIs, anomalies, goal achievement, etc. This helps in staying on top of your business.

5. Unified Business Insights

It is possible to unify the business data across an organization from various functions such as marketing, support, finance, sales, etc. You can easily analyze this unified data and unearth end to end insights.

Easy Connectors: Connect to 50+ popular business applications within a few clicks. Auto-sync and unify data from various business applications in hourly intervals only.
Pre-built Analytics: Zoho Analytics software helps you instantly begin your analytics journey with much valuable pre-built visualization that offer a comprehensive view of business health. You can build your own ad hoc reports and dashboards to suit your specific needs perfectly.
Data Blending: Zoho Analytics also helps in the automatic blending of data from various applications. It is also possible to define metrics that span across the data from multiple departments. You can create reports and dashboards with these metrics and offer end to end insights across a business.

6. Collaborative Analysis

Zoho Analytics is a business intelligence software that makes collaboration an important part of data analytics. You can easily democratize data, allow pervasive BI and analytics in your organization.

Share Reports and Dashboards: Zoho Analytics allows you to share reports and dashboards that you create with your colleagues, and collaborate with them.
Best Access Control: You have complete control over what your colleagues can see and do with the data and reports that you share with them. The fine access control with specific options such as read-only, read-write, report authoring, export, and drill down is excellent assistance.
Easy Commenting: Zoho Analytics helps you to share contextual comment threads and instantly collaborates with peers on a report or dashboard. You can add and annotate images or go back to see the entire document history anytime and anywhere.
Printing and Emailing: With the use of Zoho Analytics, it is also possible to schedule your reports and dashboards to be emailed automatically. You can export and print reports for offline access as well.

7. Data Storytelling

Zoho Analytics allows you to tell interesting stories by using the data. You can present and publish analytical insights in the context of familiar business workflows. This will make the process of data analytics a lot more efficient and enjoyable.

Slideshows: Zoho Analytics is an excellent tool to craft immersive analytics presentations with the use of Zoho Show, an online presentation service. You can add rich narratives in the form of text, images, shapes, etc along with reports and dashboards. This helps in weaving data stories to your audience.
Web Portals: You can create purpose-built data analytics portals using the site builder called Zoho Sites. This will make it easy and exclusive for your users to analyze the data with visualizations.
Ask Zia: It is possible to embed the AI assistant of Zoho Analytics called Ask Zia along with Zia insights anywhere in the business workflow. You can allow data-driven decision making at all endpoints.

8. Mobility

Zoho Analytics helps in accessing and interacting with data, reports, and dashboards from phones and tablets.

Mobile Applications: It is possible to access and interact with the reports and dashboards that you have created in Zoho Analytics on the move from your iOS and Android powered mobile devices.
Dashboards Application: This one is a purpose-built and immersive mobile application to access and explore the dashboards that you have in Zoho Analytics. Creative features support the inviting fluid interaction and analysis.
Conversational Analytics: This feature allows you to speak with Zia on the go. You can ask questions and get precise insights as answers in the form of reports and widgets.
Mobile Collaboration: Zoho Analytics helps you add comments to reports, and hold meaningful conversations with your peers.

9. Embedded Business Intelligence

Using Zoho Analytics software, you can offer a white-labelled BI and analytics application under your brand name. You can also set up a standalone analytics portal and embed it within your application.

Embedded Analytics: It is possible to integrate a full-featured analytics platform within an application using the single sign-on API and SAML authentication.
Self Service Analytics Portal: You can set up a rebranded analytics portal and customize it with rich design elements while seamlessly making it accessible with the use of web and native mobile applications.
Augmented Business Intelligence: Zoho’s smart AI assistant called Zia can be easily embedded for getting automated insights from any reports and dashboards. You can take advantage of Zoho Analytics by using features such as smart forecasting and ML-based predictive analysis.

10. Security and Governance

Zoho Analytics software is used by strong Zoho security practices including the support for redundancy, backup, confidentiality, and privacy. This helps in ensuring that the data is safe and secure.

Data Security: Zoho Analytics has a privacy by design model which allows the customers to have better control over the data. The time tested and accredited enterprise grade security features and governance framework makes sure that continuous data is managed.
Data Backup: The data can be stored in Zoho Analytics cloud version and it can be backed up each day in the data centres. You can do a periodic backup as well.
Roles: The users, viewers, and administrators role at the workplace, organization, and accountant labels are present. There is a clear segregation on who can do what based on the roles.
Logging: Zoho Analytics software offers all user activity and access within the application. Hence, it is possible to know which user logged in at what time, which user has access to which functions and much more. All this ensures security and accountability while the auditing is going on.

11. Deployments

You can effectively deploy Zoho Analytics according to the needs that you have. It is also possible to subscribe to Zoho Analytics cloud, and install it on premise in your servers. It can also be deployed in public clouds such as Azure, Google, and AWS. Lastly, you can also use the white labeled version of Zoho Analytics.

Cloud: Zoho Analytics offers easy access to a full fledged self service BI and analytics service that is hosted in Zoho Cloud with just a browser and a mobile application. There is no upfront cost and you can pay as you go ahead with either monthly subscriptions or a yearly lock in.
Onpremise: You can easily install Zoho Analytics behind the firewalls and on your own servers. This also helps you analyze the data in house.
Public Cloud: Zoho Analytics software can be deployed on the public cloud of your choice. This is similar to AWS, Google Cloud and Microsoft Azure.
Embedded: Zoho Analytics offers a complete analytics application in your brand name. There is a choice to either go with the standalone analytics portal or an embedded one with your own application. The white-labelled version is available in the cloud and on-premise models both.

12. Extensibility and Elasticity

Zoho Analytics is an excellent data analytics application that is a full-fledged, scalable, and powerful analytics platform. It helps the developers and system integrators to develop and deploy custom analytics applications and integrations.

APIs: You can use a robust set of APIs for the purpose of authorization, custom styling, data integration, and dynamic reportings embedding to build custom analytical applications of integrations. This also allows you to maximize the potential of extensible low code or no-code integration with a tech stack.
Zoho Marketplace: You can choose to complement your analytical abilities with a wide range of analytical applications available in the Zoho partner driven Marketplace. There are domain-specific and purpose-built native analytics applications also available in third-party marketplaces.
Big Data: Zoho Analytics allows you to analyze your big data with ease and derive key business insights. The data can be present in big data sources such as relational, NoSQL and cloud databases or popular business applications.

Conclusion

Zoho Analytics is designed to benefit businesses from deep analytics using data interpretations, auto-generation of reports and other such features that can help in automatically blending data from various apps for cross-functional analysis. This helps the user to get a comprehensive view of the business.

The implementation of Zoho Analytics can help you derive business metrics and capture key performance indicators as well. You can plan for future events with forecasting and predictive capabilities, ask questions and get analysis from Zia, and do much more.

If you haven’t already got Zoho Analytics implemented, now is the time to get in touch with a certified Zoho partner such as Encaptechno and get things going. You will be amazed at what all you can do with the use of Zoho Analytics and how it can benefit your business.

A Complete Overview of Zoho Analytics Read More »

Zoho Implementationanalytics software, business intelligence, data analytics, data visualization, reports and dashboards, self service BI, zoho partner

Introduction of Canvas for Zoho CRM

Abhishek Sharma / better crm user interface, first CRM Design Studio, multiple design variants, no-code design platform, zoho crm services / Zoho CRM

All industries function in a way that is very different in many aspects. There is no one size fits all approach. The companies should be able to modify the CRM design to suit their needs after a purchase has been made. This is where customers can control their experience completely. Zoho CRM is a giant that has created a new benchmark for customization.

With Canvas, Zoho plans to offer the best possible consumer experience that there is. The customers can create their own experience using Canvas. Zoho introduces Canvas as a design so that the customers can redesign the visual interface of Zoho CRM services to suit their requirements.

Using Canvas, users can remodel the look and feel of their CRM without writing even a single line of code since a simple drag and drop interface is used. Canvas creations can immensely improve the end user’s experience that helps in increasing productivity and morale. It sets the precedent for users to experience autonomy where the user can control the experience with the product.

In this blog, we will get to know all about Canvas and everything it can do for CRM.

What is Canvas?

Canvas is a design studio that is built into the Zoho CRM. The customers can redesign the user interface from an entirely blank canvas using Canvas. It offers a better CRM user interface and supports a wide range of formatting options that help companies to re-imagine the look and feel of any module down to small details. This is how the data meets design.

The use of Canvas is similar to photoshop for databases but it is much more nuanced. Canvas completely understands how the modules, fields, buttons, and related lists in the interface get created. Hence, it offers a much more thoughtful and contextual designing experience for the customers.

You can think of Canvas as a unique tool by Zoho CRM, something that no other CRM vendor has ever considered creating. Zoho has actually pioneered the design autonomy movement allowing the customers to curate the user experience that they are looking for. With the use of Canvas, Zoho CRM has become the most customizable CRM in the market.

Canvas as a no-code design platform is one of the most powerful things to change your Zoho CRM user experience from a visual and a functional perspective. It is a simple user interface management platform that is created into the native CRM system and is applicable in various ways of the CRM. The UI can be customized with the following CRM pages using Canvas.

A unified user experience can be created at various engagement points across platforms with internal CRM, partner portals, and self-service customers. Finally, regardless of the fact if they are your customers, partners or employees, all of the groups that work with a consistent UI when it comes to page design, look and feel, yet the data organized in all layouts can be customized based on various functions and requirements.

Working of Canvas

Canvas helps companies create a custom view that is readily available as an option along with the default views. The customers can click to create a new Canvas view from a listing page or the record page so that a blank canvas is opened as the powerful editor. Some of the things that are responsible for making Canvas stand out are:

1. Right Information in the Right Place

Customers can look for all the related lists, fields, and buttons available on the left side of the menu in editor mode. This actually means that no information is lost and all associations will remain intact just the way they are.

Canvas plays the role of helping users change the appearance of Zoho CRM with multiple design variants.

2. Drag-and-drop Interface

There is no need to become a programmer or even a designer for using Canvas. You just need to have good design taste. Canvas is the first CRM design studio that also comes with a drag and drop interface to offer a much-simplified design experience for everyone.

With the editor, users can easily choose some components from the left menu, drag them on the interface, drop them at the desired location, and then finally click to see available formatting options. It only takes a couple of clicks to create a new design.

3. Formatting Options

Canvas provides many formatting options for playing around with so that the companies can find the exact style that fits their team the best.

Right from changing the shape of the contact image or the color of a button to changing the padding, the shadow, and the width, Canvas enables the users to make sure that all details are suitable for a personal view.

4. Templates

Canvas also comes with a set of templates that the customers can choose in case they want a good start with their design or in case they are looking for inspiration.

The templates can be easily customized to a wide range of industries and they can also be changed to suit the customers in an improved way.

5. Uniform Design All Over Modules

Canvas is a no-code design platform that can be easily copied to other modules for maintaining a uniform design and color style.

Almost any detail that is not associated with the new module can be easily reconfigured at any time. This leads to a uniform design across all possible modules.

How Does Canvas Help Users?

Canvas plays an excellent role in helping companies experiment seamlessly with multiple designs taking input from the salespeople and other end users. These are the people who end up spending a large amount of time using the Zoho CRM.

The admins can easily remodel the list page and detail page of all modules so that everyone’s needs are solved on the basis of suggestions. Canvas can effectively solve important challenges that businesses face in the present day including lack of personalization, employee experience, and complex implementations.

Canvas is the first CRM design studio that helps the users in the following ways:

1. Creating Personalized Instances:

Canvas is responsible for helping companies design a version of CRM that suits the industry and the working culture. Administrators can easily design views with fields, buttons, lists, and labels that are relevant to business so that the end-users can get the maximum results out of Zoho CRM. The customers can also enjoy tailored experiences of a vertical CRM that comes with all possible capabilities of a general-purpose CRM.

2. Enhanced Employee Experience

Using Canvas as a no-code design platform, companies can easily build a CRM that is easy to work with. The users can create views with a minimal design and great colors that are soothing for the eye and the mind. The customers can also highlight, record, hide, and reposition fields, lists, and buttons for helping salespeople work much better.

3. Removes Complexity

Canvas makes it very simple for businesses to get started with the Zoho CRM. The implementation phases including extensive training, data prep, and onboarding experiences need less time and effort all thanks to a simple and customized design. Successful implementation is necessary for reducing any complexity of the system while ensuring that there is high usage and streamlined ROI.

Canvas Serves the Purpose of Everyone

Canvas is literally for everyone. It helps in the following things.

1. Collaborative Selling

The companies can effectively share their Canvas views with the vendors, consultants, and partners with the use of various portals. The sales process can also become increasingly collaborative where different parties need to get involved at various stages of a sale. Canvas helps in facilitating this collaboration.

2. Superior Self-Service

It is a well known fact that millennial customers are highly protective of their data and the option of self-service is appreciated much more. The customers can fill in important information and review it directly in the company’s very own custom Canvas creation which improves the overall experience considerably.

3. Thriving Community

Canvas is a one of a kind first CRM design studio where the customers can create new Canvas views and share them with the community. In this way, other businesses can use them as well. With Canvas, Zoho CRM works to create a community of designers who can submit, edit, and implement templates very similar to the community WordPress created for websites.

Canvas sets the precedence of UX Rich Autonomy

Zoho plans to introduce Canvas to the entire Zoho CX suite and finally to complete the product range. In this way, the companies can enjoy the Zoho environment with a design all across the board. When the companies have greater control over the user experience, the results are incredibly beneficial for the end-user, organization, and even the vendor.

Conclusion

Zoho CRM is on a mission to make sure that the specific needs of all industries, companies, and teams are met with the use of Canvas. As Zoho CRM continues its journey to pioneer the new era of personalized CRM, continuous work is being done on user experience enhancements focused on making it simple for end-users to keep using Zoho CRM. Canvas – the first CRM design studio is an example of that.

Zoho claims that this is a journey that never ends and it is in it for a long time. This is one of the major milestones of Zoho for creating a high standard of CRM experience and the company continues making changes.

Encaptechno works as a Zoho consultant offering all the services that make the customer experience an improved one. In case you want to know more about working with Canvas, get in touch to know more.

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Zoho CRMbetter crm user interface, first CRM Design Studio, multiple design variants, no-code design platform, zoho crm services

Everything about Territory Management in CRM

Abhishek Sharma / crm consulting partner, crm firms, crm for business, lead allocation in crm, territory management / CRM Services

In case your business is spread across various regions and has many offices, departments, and numerous products/services, it is not a simple endeavor to assign customer accounts to the sales teams without detailed planning. In fact, quite often it can be complex to offer access to selective accounts for individuals from different teams who work together for a mutual sales objective.

A system in which the customer accounts can be grouped together based on well-defined criteria can be called territory management. With the use of territory management, different customer accounts can be shared with the sales team in an organization. This ensures suitable use of the credibility of the sales to increase business opportunities, offer excellent customer service, and expand the present customer relationships.

The significant benefits of territory management include the following:

1. No Complex Data Sharing

The organizations that have a difficult sales structure can pretty much use territories for sharing records with the users of different teams. It is relatively easy to group records based on the account’s characteristics rather than individual ownership.

2. Organized Work Environment

The distribution of customer accounts by using territories helps in forming an organized work environment that ensures improved engagement by the sales force. This also increases the efficiency of the sales team by reducing the travel time and increasing the expertise of the industry.

3. Accurate Evaluation of Sales Performance

With the use of territory management in CRM, it becomes easy to generate sales reports. These reports are based on territories and they help in evaluating and measuring the efficiency of the sales team by territory. In addition, one can also get a detailed insight into the sales contribution of every territory.

4. Forecasting Sales for All Territories

You can create separate forecast targets for every territory a user comes from. This helps in getting a clear picture of the goals that you have set for the different territories for users to stay entirely focused.

Understanding If your Organization Needs Territory Management

The territory management feature in Zoho CRM allows you to create territories and specify criteria that also define a territory. You can effectively build a hierarchy in addition to the role hierarchy in your account.

You can also access pre-defined reports on territories such as Star Performers across territories, Overall Sales Cycle Duration among territories and Revenue By Territories, etc. Finally, you can create custom reports on territories and set many forecast targets for users who belong to different territories.

Territory management doesn’t have to be a requirement for every organization. You must decide on the usage of territories for your organization’s sales structures and data-sharing model. Below, we will know more about territory management so that we can understand if that is a right option for your company.

Role and Territory Management

In the role and territory hierarchies, record ownership lies with just one owner. In role management, the record is accessible to the owner of the record, the users who are superior to the record owner in the role hierarchy, and the users who have access granted based on data sharing rules.

On the other hand, in territory management, the record is accessible to the owner of the record, users who are superior to the record owner, other users in the record’s territory, and users in the territories that are superior to the record’s territory.

In role hierarchies, the customer accounts can be segmented based on record ownership, and in territory hierarchies, the customer accounts can be segmented based on account characteristics. In role hierarchies, users can often be assigned to just one role and in territory hierarchies, users can be assigned to many territories.

Lastly, the users can have a single forecast target in role hierarchies, but the users can have multiple forecast targets in territory hierarchies.

Understanding This Better With an Example

Let’s take an example to understand the lead allocation in CRM much better. Assume that the workforce working in Development Inc. is made up of multiple teams all across the United States in different regions. In this kind of sales structure, you would not want the sales team from any region to access records of another region. There might also be some prospects that you would like to share with the senior representatives from different teams in different regions.

Now it can be difficult to achieve this with the use of roles and data sharing policies all alone. Alternatively, in different territories based on a well-defined set of criteria, it can be possible to extend the Zoho CRM data-sharing model in the Zoho CRM account while easily sharing records with various users. This makes sure that the teams are dedicated to a defined goal and can achieve sales targets set under different time zones.

Well before you set up Territory Management in a Zoho CRM account, there are a few topics that can be helpful in determining if territory management is suitable for your organization. These points are:

Sales Structure and Sharing Needs: There must be a CRM data sharing structure that requires individuals belonging to different territories to access multiple customer accounts.
Forecasting: There must be different forecasts based on territory hierarchy. There is a need to set forecast targets for each territory a user belongs to.
Administration: The territories must be managed as individual units so that burden can be reduced on the administrators.

Sales Structure and Sharing Needs

It is important to understand how your data is being shared with other users and if the role-based hierarchy, data sharing rules, groups, and assignment rules offer the best options to share accounts according to the sales structure. An organization may as well have a need to share records based on the products or services, industries, revenues, ZIP code/region, etc. When it comes to such a complex and collaborative sharing model, one needs territories that ensure effective grouping of customer accounts and sharing records with different sales teams.

If the sales structure in an organization requires a person to share customer accounts with many people from different teams then take this as an example. Let’s say that you have a ground sales representative who makes calls to the prospect and arranges a meeting. Let’s say you also have a field sales representative to visit the prospect for a product demo. In this case, how do you possibly share accounts with the sales representatives?

The sales structure of an organization might either be linear or a complex matrix of sorts where the data sharing is one too many people. Territory management can be right for your organization if the sharing needs of your company depend on account characteristics rather than individual ownership of records. In addition, it will be right for your organization if it has a matrix sales structure that requires individuals belonging to different territories to access customer accounts.

Forecasting

When you change to territory management in Zoho CRM, forecasts will also change to suit the territory requirements. When a user is a part of various territories, there might be a need to set different sales targets for users as different targets are set for each territory.

Just one forecast target for each user will not work in that case. When you split the monthly/quarterly targets based on territories and customer accounts, you will have a clear picture of the sales forecast and targets that can be achieved.

Administration

Your administrator can find it difficult to deal with sharing rules that should be monitored when there are changes in sales structure. If there is a complex data-sharing architecture, there are some common challenges that you must be aware of. Offering the same data to different users, managing permissions individually or on a role level for users, maintaining huge data volumes, creating multiple sharing rules, and frequent movement of sales reps are common challenges.

On the other hand, territories are simple to manage. The sales structure can be demarcated based on different regions. Let’s say that an executive who is responsible for handling customer inquiries from London is the best performer. In this case, you can choose to give this sales representative the additional responsibility of handling other customers from Germany. This is an example that helps us understand that this sales user can be added to the sales territory in London and Germany so that accessing customer records in both these countries becomes easy.

If the difficult data sharing rules and role hierarchy does not meet the rules then territories are an easy option to maintain as individual units that can reduce the burden on administrators. Thinking about your organization’s sales structure in a territorial hierarchy can be helpful if territory management is a valid option.

Why Use Territory Management?

1. Enhance Focused Sales

Using territory management in CRM can help in avoiding any uneven distribution of customer accounts to finally enhance focused sales and team responsibilities. Your sales representatives may either have heaps of work or little work and this is something that could potentially lead to wasted resources and lost revenue.

The workload must be evenly distributed so that the existing customers and prospects get the attention they need. If your customer account segmentation ranges from small businesses to large corporations and the opportunities are handled by salespeople based on the deal size then territories can be used to divide sales teams and complete lead allocation in CRM with business size over data visibility and sharing.

A group of sales representatives can handle deals with over 50 licenses and another group can be assigned to deal with more than 50 licenses. In this case of dynamic sales teams, having the right territories can help in facilitating the easy movement of sales representatives as they might need to switch between territories.

2. Flexibility Over Data Visibility and Sharing

Many times, the business and data-sharing model of organizations depends more on account characteristics and less on individual ownership. In this case, using territorial hierarchy comes off as a big benefit because territories offer great flexibility as compared to data visibility and sharing.

Let’s say that you sell electrical equipment in different districts. In this case, each sales group is responsible for taking care of sales in assigned districts. In each district, there can be different locations that would need electrical equipment. Based on the district and the quality of electrical equipment, you can assign the deal to your sales representatives.

In this case, the account characteristics of the account will be responsible for deciding the overall sales structure. Using the territories here can benefit you as it will offer you focus and will also simplify the process of record sharing among many individuals of different teams.

3. Geographical Territorial Segmentation

If your customers are spread across different geographical locations then reducing time and expenses for your sales team is important. The creation of territories based on geographical locations of the market and strategic placing of sales representatives within a country’s sales territory can be advantageous for the business.

As a result, there is a reduction in the time spent on travel because business opportunities become centered in one demarcated area. In addition, this helps the sales team to overcome any barriers that different territories might have. The sales representatives need comprehensive knowledge and expertise so that sales can be improved.

In the shoemaking and selling business, if you are a sales manager, you must be familiar with different shoes, pricing, features, and so on. Creating a territory that can include customer accounts who are interested in shoes can help. Belonging to this particular territory can offer enough experience and opportunities that develop your proficiency and negotiation skills.

4. Promoting Customer Retention and Revenue

If your business offers cross-selling opportunities then a flexible data sharing system that can help in cross-selling can be helpful in promoting customer retention and revenue growth.

Let’s think of a business that offers time management software to companies working in different sectors. Now this company might have a sales group focused on offering this software to each of these companies. In case a prospect is interested in the product then how will the representative share customer accounts with individuals from different teams who are involved in the sales cycle?

In this case, having a territorial hierarchy based on product lines and granting permission to sales representatives from various teams can be an effective way to manage this situation. It helps in collaborative cross-selling for a business.

Conclusion

Territory management is helpful if you have a complex sales structure with the need to change users to different sales teams or territories; if you need to segment various customer accounts based on their characteristics; if you want a simple way to maintain process for administrators and manage sharing of data; and if you require multiple forecast targets for users coming from different sales territories.

That said, it is important to ensure that you choose the correct data-sharing model for a smooth running of a business. You can know much more about territory management and if it suits your business needs by scheduling a CRM consultation partner like Encaptechno.

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CRM Servicescrm consulting partner, crm firms, crm for business, lead allocation in crm, territory management

Detailed Comparison Between Hootsuite and Zoho Social

Abhishek Sharma / social media dashboard, social media management platform, social media marketing, zoho social implementation / Digital Marketing, Zoho Implementation

The rise of social media has been more of a game-changer for many businesses and content creators. It has offered an easy way to market a brand and various products or services. Well-planned social media marketing plans help in increasing organic traffic and boosting sales. However, social media marketing is not so much of an easy endeavor.

The process of managing social media marketing can be somewhat time-consuming for small to medium-sized businesses. An effective solution to this is social media management platforms that help in centralizing and automating social media posts. Two of the most popular social media management platforms in the market are Zoho Social and Hootsuite. They help in planning, scheduling, and posting with a calendar which then sorts the posting process.

The right use of social media platforms can help in building and creating posts including adding branded content and customized photos to articles. You can centralize and automate posts for many social media applications which makes social media marketing so much more efficient without limiting your reach across platforms.

The platform chosen by a business depends on its needs and marketing plan. In this blog, we will see a detailed comparison between Hootsuite and Zoho Social to get a better explanation.

Zoho Social and Hootsuite – An Overview

Hootsuite and Zoho Social are two different products that come with different features, prices, and functionalities. Where on one hand, Hootsuite stands out for being oriented towards complex needs and multiple teams of an enterprise-level business, Zoho Social comes with basic functional capacities needed to manage social media presences.

Both the social media management platforms help in bossing the social following. They also allow staying on the top of the client’s list and prospects in an efficient way. These tools are powerful for reconfiguring the social media approach in case your current one is failing to reach marketing goals.

Below, we will have a look at Hootsuite and Zoho Social in detail to understand what they can bring to the table.

What is Hootsuite?

A dominant social media management tool, Hootsuite helps its users to find prospects, serve customers, and do much more with social media. It also enables the service seekers to handle prominent social media channels such as Facebook, Twitter, and so on. Many customers consider Hootsuite to be one of the most comprehensive social media marketing tools.

It is a tool that comes with an organized dashboard and customizable layout. By using the unique social media dashboard of Hootsuite, teams can collaboratively schedule updates to various social networks. It is also possible to integrate existing marketing tools, streamline workflows, track campaign results or trends, and quick-adjust tactics accordingly.

Hootsuite comes with multiple attractive features as well. It contains collaboration features, cooperative writing, and editing, contact management, content management, project management, and many more. There are other useful software features as well such as social media marketing features, reputation management features, and social media monitoring features. Using Hootsuite, people can easily share engagement streams with their teams. Moreover, it is also possible to control multiple communication channels with this collaborative platform.

Features of Hootsuite

1. Monitoring Social Media Streams

One can say that a compelling feature for using Hootsuite is that it enables a brand to manage multiple social media networks all in one place. There is no need to remember all the passwords anymore or even go to each website individually.

With the use of Hootsuite, it is easy to post, update, review responses, and connect with the target audience on all the popular social media networks. In addition to using platforms such as Facebook, Twitter, LinkedIn, Instagram, it is also possible to collaborate via third-party apps such as Tumblr, Evernote, Slideshare, MailChimp, etc.

2. Schedule Posts

Another significant reason for using Hootsuite is that it enables one to schedule important messages all across important social media platforms. You can create a social media strategy that includes crucial times when postings are most often read and get more followers to see your content.

All you have to do is just pick the day and time that suits your needs in the best ways. This enables you to view the scheduled posts in easy to read calendar format.

3. Viewing Analytics

The social media dashboard of Hootsuite comes with many analytics features that give you an in-depth view of how well your social media strategy is working. This is a tool that comes with the ability to track all your favorite platforms while delivering them in an easy-to-read series of charts.

In addition, Hootsuite also provides an extensive range of monitoring and reporting features that enables you to create professional-looking reports on the social media progress page.

4. Sharing Information

Hootsuite comes with a bookmark plug-in feature that helps in sharing content across the internet with your followers. This is an add-on that sits on the top of your browser toolbar for easy access.

When you discover that something on the internet is important that must be shared, all you have to do is just click on the Hootlet button. The application will shorten the URL and insert a small snippet of important text from the site into the social media message. It is a plug-in that makes adding Hootsuite to your social media arsenal worthwhile.

5. Tracking Important Phrases

A great way to connect with your customer base is through social media listening. You have to see what most people on social media are engaging in while bringing in your company’s value to the topic or trend.

Hootsuite comes with features that help you track key phrases and terms across the posts of other uses while determining when your expertise can be beneficial. This is an excellent way to bring in new customers by just being in tune with their needs.

6. Managing Customer Service

Another reason why many companies do not adopt social media management platforms is that it becomes difficult to manage customer service on them. With the use of Hootsuite, it becomes easy to view questions in a single place without checking multiple social media websites.

Moreover, you can also store draft messages for posting when a customer asks a frequent question such as store hours or directions to your business location.

7. Collaborating Effectively

It becomes easy to manage your team with Hootsuite. It is a social media management tool that allows you to add different team members to the social media accounts of your choice and see first-hand who is posting what information and who has scheduled posts.

The effective collaboration that is offered on Hootsuite also makes it easy for you to assign tasks, add collaborators, and edit posts just as you see fit. Basically, the entire process of social media management becomes streamlined in a way that all the stress is removed.

What is Zoho Social?

Zoho Social is a cloud-based social media management platform available in the SaaS version which can be run on multiple devices. This is software that helps users in monitoring social media channels, perform multi-account management, and encourage multi-user collaboration.

Social media performance analytics and data-driven insights are also offered with Zoho Social that helps in making informed decisions. With this software, you can easily manage and track content while ensuring much better customer engagement. It is also possible to monitor keywords and schedule multiple posts with Zoho Social. You can create content and publish it automatically with the use of this social media marketing tool.

Zoho Social is used to schedule content in various ways, monitor metrics that matter, and create intelligent reports. It also empowers you with all the features needed to create a renowned brand on social media. It is basically a modern and organized interface for social media management and analytics. It is a solution that is focused on the needs of small and medium-sized businesses with advanced analytics, a post scheduler, and an integrated message center.

In sum, Zoho Social is packed with features that are built for all social media needs. You can schedule content in various ways, monitor all that matters, and create intelligent reports.

Features of Zoho Social

1. Scheduling Posts

Zoho Social comes with a content pipeline and an intuitive social media scheduler. You can control when and how you wish to reach out to your brand’s audience by choosing from a wide range of scheduling features. You can plan, schedule, and publish easily. All the publishing tools that you need are in one place.

By using Zoho Social, you can schedule posts, drag and drop to reschedule and manage the content pipeline from a single screen only. You can also create a posting schedule with different time slots, or depend on the SmartIQ predictions for posting content when the audience is most active.

Zoho Social helps in building a posting pipeline effortlessly. It is easy to use content creation tools such as RSS and zShare browser extension that can pair with the social media dashboard.

2. Monitoring

Zoho Social comes with monitoring features for businesses and agencies. You can monitor the important keywords, product reviews, brand hashtags, and much more. In addition, you can also discover new leads and see what people are saying about the brands you manage across your social channels.

With the social media management platform of Zoho Social, you can create listening columns for tracking the brand reviews, mentions, and brand keywords. You can also easily discover all important trends, and participate in industry conversations.

Other than this, Zoho Social also comes with a live stream of your social engagements in just one dedicated tab. You can also respond to engagement and get more context on important brand interactions. Lastly, you can reply to inline messages on Facebook and Twitter while checking out the social profile information of engagers and other important responses. This will help you in sending timely replies to requests and messages with real-time notifications.

3. Collaboration

Zoho Social is a social media management platform that comes with many smart collaboration features. It allows a number of people to work together on different social things. You can discuss popular posts, share custom reports, and plan a campaign together.

You can also make quick decisions and save time while collaborating with the team from Zoho Social. Zoho Social helps in having important conversations with teammates. You can discuss engagement, reports, and work collaboratively on the drafts with chat, audio, and video calls.

Even if someone in the team has a new content idea, they can discuss it and get approval on the drafts, and share copy ideas all from one tab. Zoho Social also brings your team on board with a specific role for all team members that are invited. You can choose from the available roles or create new roles of your own. It is easy to decide which brands, features, and social channels each team member can access.

4. Analyzing

Zoho Social is a social media analytics tool that measures all that matters to a brand. You can analyze the impact of a social media strategy with this tool. It is also easy to create insightful reports that help in understanding your audience and tracking your social media performance.

You can easily discover where your followers are from, the kind of content they like, what they are saying about you, and get key metrics for analyzing the brand’s performance. Zoho Social also lets you choose from a wide range of analytics for your social channels. You can add more visual appeal to your reports with graphs and charts, set up a schedule, decide a frequency, and automate reports to be delivered to your team at a time of your choice.

5. User-Friendly and Intuitive

While Hootsuite and Zoho Social come with similar features, Zoho Social is preferred by many because it is extremely intuitive and user-friendly. This benefit avoids a learning curve even when you do not have experience using social platforms. You can pick things up and learn from wherever you left.

Once you get the hang of things, it becomes easy to come on board and train others. Hootsuite is focused on a larger business which is why it involves more time on setting things up and more time on training employees for using the platform.

Conclusion

Zoho Social and Hootsuite both can be used for tracking the effectiveness of social media campaigns and change the strategies accordingly. Based on the differences that are mentioned above and the needs of your business, you can choose a social media management platform that enables you to gain a wide reach.

Our Zoho CRM consultants have been offering the best consultancy services to many clients across various industries. If you want any more guidance or support on Zoho Social implementation, feel free to get in touch.

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Digital Marketing, Zoho Implementationsocial media dashboard, social media management platform, social media marketing, zoho social implementation

Maximize Your Sales with Three CRM Reports

Abhishek Sharma / creating sales strategy, crm consultant, crm reports, online crm system, sales monitoring / CRM Services

At the time when you are busy analyzing the sales objectives of your team, it always helps to go back and see which methods were responsible for maximizing the sales. When you really think about all these questions, you will also end up pondering multiple questions so that you can eventually work on creating a sales strategy.

You will think about the average time taken for the sales cycle to get completed, the number of leads that get converted into customers, star performers in your sales teams, and the regions that promote business. It is also possible to not know all of these things at once but you must try to keep looking for accurate answers to these factors.

An online CRM system helps significantly in understanding the figures that affect the sales process. Using the CRM solution, you can generate and analyze CRM reports with filters that can give you the information that you need. These reports can help you gain insights to effectively manage the sales processes and sales team as well.

In this blog, we will see three major reports that Zoho online CRM system offers to analyze and strategize the sales processes. These categories of Zoho reports offer immense value to the business. In addition, these reports also help in identifying the metrics that drive more sales so that time and effort can be spent in the right place.

What are CRM Reports?

CRM reports are like an organized document that is capable of telling us what is going on with a business. These reports can be as simple as a document that analyzes sales calls or it can be a document as detailed as the one that analyzes revenue numbers and customer feedback required for understanding a company.

There are many different types of CRM reports and honestly, all of them are important. You may want to think about which report relates to your goals or see these reports as tools that help in understanding how the sales process is working in a company.

The use of CRM reports is often limited to sales and marketing. However, if you wish to go a step beyond and have the correct data then you can gain valuable insights from the CRM reports. These are official documents that help in taking strategic business decisions beyond sales and marketing. The key is to find the best online CRM system that can help in generating and analyzing these reports.

Zoho is one such CRM system that generates accurate reports that can ramp up sales operations. Some of the reports that Zoho offers include

1. Time-Based Reports

There are hundreds and thousands of leads that do not guarantee increased sales. The key to converting qualified leads into sales is called lead nurturing which is something that is effective only with a detailed understanding of the lead nurture process.

Oftentimes, sales teams have stagnant leads in their pipeline that do not actually move ahead without sales monitoring. The best way to handle those leads is to identify them while taking extra time and effort to convert these leads successfully. This is something that can be easily done with the use of time-based reports.

We have all heard countless times that time is money but the main question is that do we really understand what this means? In terms of business the adage “Time is Money” means that every second counts when you are facing a customer. When you are in the process of converting a lead into an opportunity, timing is literally everything.

The sales team has to decide the value of their time. Using the CRM reports, it is possible to understand the lead nurturing cycle with comprehensive analysis. There are some time-based reports that can be helpful in calculating your valuable time and its effectiveness. These reports are “Sales Cycle Duration across Lead Sources/Potential Type”, “Overall Sales Duration across Lead Sources/Potential Type”, and “Lead Conversions Across Industries/Owners.”

2. People-Based Reports

Measuring the regular performance of sales representatives is important for business success. There are different metrics that can be used to measure the success of sales representatives. However, knowing the right sales metrics and getting important information can be helpful in understanding the strength and weaknesses of sales processes.

Another set of CRM reports that can be helpful in understanding more about the sales process is called people-based reports. These reports enable the managers to know which representatives are doing well and which reps are the ones who can do better.

It is important to understand that the reports that give us a comprehensive insight on the goals achieved by an individual alongwith the activities performed to achieve a target are considered important while calculating the monthly sales target.

Zoho is an online CRM system that offers different performance-based reports that eventually help in measuring the progress of an individual working in a sales team. Most importantly, these reports help in checking the overall quality of service offered to the customers. Some of the reports include “Sales Person’s Performance Report”, “Sales Cycle Duration Across Owner”, “Lead Conversion Count Across Owner.”

3. Revenue-Based Reports

Yet another factor that gives an insight into the sales processes is the amount of revenue that a business is making periodically. The sales managers must have clarity about each line of product or service contributing to the overall profit. It is possible that the sales processes can be great in one region but not the same in another.

When the sales managers know everything about the sales revenue, the percentage of targets achieved, and the lead sources that give more business, it becomes easy to keep a tab on the revenue. Understanding who the profitable customers are can be difficult unless there is a detailed report of everything that a customer purchases in a life cycle.

Measuring the revenue and growth of an organization is very easy. With the Zoho CRM reports, you can know exactly where the revenue of a company is going and the factors responsible for it. Some of the reports that are revenue-based include “Sales by Lead Source”, “Pipeline By Profitability/Stage”, and “This Month Sales.”

Benefits of CRM Reporting

Sometimes, sales professionals think that creating a sales strategy based on CRM reports can take your time and energy that could be spent somewhere else. However, this is not the right thinking. Below mentioned are some of the benefits that will make the benefits of CRM reporting very clear to you.

1. Insights

Sales is a lot about understanding how well you suffice the needs of your customers. The detailed insights that you can see based on your customers help in improving the sales pitch.

Let’s say that you are looking for clients that are easily approachable, do not cause any troubles, and continue to be profitable for you for a long time to come. Now you can find these clients by creating CRM reports that can find patterns in your customers. You can study these reports and understand which clients are likely to be ideal for you.

2. Sales Funnel

The entire process through which a lead becomes a customer is considered important to the health of your sales process. There are many sales representatives that do not realize that they have a problem that their sales funnels can be improved.

The reports generated by an online CRM system can help in underlining all problems that are present with the funnel so that the sales process becomes smooth. Once you see where the problems are, you will solve them immediately and the final result will be favorable.

3. Streamlined Time

The sales professionals must be clear about the way they are spending their time if they wish to achieve the goals in the right time frame. With minimal effort, the result can be considerable.

The sales representatives can also increase this time to have a bigger impact on the sales record. The online CRM reporting can be extremely helpful because the CRM reports help the representatives to find revenue-generating activities that maximize the time spent with the right leads.

For instance, sales representatives can find an ideal customer profile to spend time with prospects that can use a product or service or find leads at a profitable source. The reports can ensure that representatives are only spending their time where it genuinely makes a difference.

4. Making Suitable Changes

The process of creating sales strategy, monitoring, and changing it periodically is not an easy process. It is always changing and representatives who do not keep up with the changes can fall behind easily. The key is to find just where the changes need to be made and to focus on making those changes timely.

The CRM reports help us in identifying where the changes must be made. The reports are useful in finding problems or seeing patterns that are leading to lost sales. Once these patterns are understood, it is possible to offer key insights into what must be changed.

5. Seeing Issues Early

The sooner salespeople can see a potential issue, the more they can eliminate them. This enables the sales representatives to take corrective measures and put in strategies that can help in meeting goals.

Using CRM reports can help in pointing patterns more quickly than humans in many cases. It is important to understand the problem so that creating a sales strategy becomes easy. This way, obstacles can be seen and solved at the right time.

Conclusion

Using the CRM reports can help in generating better revenue and it can also boost team productivity. The reports come with an ability to streamline complex manual duties which ultimately ends up saving a lot of precious time.

In case you have not been using the CRM reports in a powerful way then it is time to start exploring data so that you find and maximize more opportunities. Irrespective of the kind of business you might be in, the CRM reports can be helpful in making your sales operations much more organized.

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CRM Servicescreating sales strategy, crm consultant, crm reports, online crm system, sales monitoring

Benefits of Zoho Integration with WhatsApp

Abhishek Sharma / crm platform, streamline business processes, zoho crm integration, zoho integration with whatsapp, zoho partner / Zoho Implementation

All businesses run to increase income and the number of loyal customers. For achieving this goal, the organization must grow and be led to improve its services. On one hand, it is established that a company cannot satisfy needs if it does not have an established connection between various departments. That said, in case your company is way too focused on the inner workings then it will not succeed without good quality customer service.

The Zoho integration with WhatsApp enables you to improve the client service and optimize the company’s work as well. This integration is somewhat useful in delivering a set of useful tools as well. It helps in analyzing and improving the sales department work. You can get noticed and communicate where it is comfortable for the customers.

The Zoho CRM integration with WhatsApp helps in extending your support through WhatsApp messenger to the customers. The customers will find it easy to reach your support representatives for support from their WhatsApp messenger while the representatives may continue using SalesIQ to respond. Other than this, customers can also look out for your business on WhatsApp and connect instantly.

In this blog, we will look at the benefits of Zoho integration with WhatsApp but before doing that, let us first get an overview of this integration and why it is considered important.

Zoho Integration with WhatsApp

Zoho is a CRM platform that unifies all aspects of a business in just one place. It allows to have everything centralized, improves productivity, and be more competitive. The data obtained from CRM is extremely important and useful and Zoho further helps in segmenting the customers, having more controlled management, and improving customer retention along with consumption.

The Zoho integration with WhatsApp makes sure that the communication with the current customers becomes way more productive. The communications can also be customized. With the Zoho CRM and WhatsApp, you will have many benefits over your competitions that have the ability to set you apart from the rest.

In case a business wants to have an image of caring about its customers then you must know that you are on the right track. With the multi-channel support of Zoho, it becomes possible to reach your customers with chat, calls, emails, and social media. All thanks to the integration of WhatsApp, this communication is also available for use.

The Zoho CRM integration improves sales performance with sales automation. The integration is expandable and customizable. On the other hand, the analytics and reporting tool also helps in giving you very important data that can be used to track everything happening in your business. This function can be used to draw business strategies and see important results.

Moreover, security is guaranteed with this integration. This is a rather important point since you cannot leave your company in the hands of just about any other CRM. It is necessary to invest in support and security. The Zoho CRM integration with WhatsApp promises streamlined business processes, a method to contact your customers, leads, and contacts of the messaging applications of millions of users directly from the CRM.

You can use one of the most preferred communication channels like WhatsApp for connecting and getting help instantly rather than navigating to the website and initiating a chat every time. The chats can be managed by customers through WhatsApp, web, and mobile from a similar dashboard.

Top Benefits of WhatsApp and CRM Integration

1. Improved Business Control

The more workforces become involved in a business, the more difficult it can become to monitor the work of each individual. However, Zoho integration with WhatsApp can help in controlling the sales department remotely. You can have first-hand information about the activity of your sales managers.

The integration of WhatsApp with Zoho CRM enables the owner of the business to check the communication that is happening between the managers of different departments. Therefore, you find it easy to evaluate the quality of work of every individual employee.

All thanks to the integration between WhatsApp and Zoho CRM, all communication will be stored in the CRM. The owner can track which sales manager closes the maximum deals and identify the most effective employees. Basically, the streamlined communication process ends up improving the overall business functioning.

2. Better Analytics Tools

Another important feature of a successful business is the ability to accumulate and analyze important data. All businesses must be clear about their target audience so that estimation of the weaknesses and strengths of a company can be done adequately. This important information helps in identifying the potential for further growth and the quality of offered products and services.

The Zoho integration with WhatsApp can help in gathering all the information about the customers in just one place. You can analyze your age, gender, and choices of customers who are using your services and products. This allows you to see the target customers much more clearly and work dedicatedly to engage with these people in the future.

The connection of WhatsApp with your CRM can help you to learn more about the negative sides of a product. The CRM system can save you questions, suggestions, and reports about the problems that customers experience commonly. Therefore, the company can analyze reviews and work on the revealed issues properly.

3. Automation Opportunities

The integration of WhatsApp and Zoho helps in properly adjusting the CRM system according to the needs of a company. You can create multiple marketing funnels and send deals, contacts, and tasks to different steps of the funnel.

The integration helps the sales managers to reduce multiple routine activities and spend more time in communication with customers. The incoming messages coming from WhatsApp trigger the Zoho CRM to automatically create a task that reminds managers to respond to the customer.

With the Zoho CRM integration, it becomes possible to automate the process of updating the CRM list whenever a prospective user or a customer messages. You can also set up a chatbot to collect information from users and collect or update information saved on Zoho. Automating the processes can help you and your team save time and effort for handling multiple customers at the same time.

4. Streamlined Workflow

In case you have got Zoho set up and running then it makes sense to have your team manage everything on Zoho. From getting important updates about new contacts to reaching out to your existing customers, the Zoho integration lets you use the platform with the added ease of automating an important bulk of the process.

After your customers have been listed on Zoho, you will be able to sort them into different categories and assign them to other agents as well, as you would usually do. A well-defined system can automate the complete process.

When you have a list of customers sorted into Zoho, you can easily reach out to them automatically with predefined messages or also have your team reach out to customers based on the queries. Other than streamlining your workflow, Zoho integration with CRM helps tremendously in streamlining the workflow with which you can stay on the top of your business.

5. Easy Communication

The integration of Zoho with WhatsApp makes sure that you are able to access customer information and reach out to your customers on a platform that you are familiar with properly. You can engage with your customers on a platform that they are familiar with and use frequently.

You will have the ability to send out messages to a wide user base by using rich media such as documents, images, videos, etc. If used properly, it can be a perfect solution for businesses that have a large customer base.

It allows businesses to streamline the workflow and CRM processes while being accessible to users at the same time. Businesses can make good use of WhatsApp by greeting customers with a personalized message when a conversation is started with a business.

6. Follow-Ups

The Zoho CRM integration with WhatsApp enables you to send automated messages with complete details about all your products and services to your current or even potential customers. The best part is that these messages are simple to set up and they can be sent out very quickly with just a little effort.

Therefore, you can ensure that your customers get the information they need without making them wait in any way or even risking their annoyance. You can also go a step ahead and save the answers to some of the most frequently asked questions. This helps in reusing the answers in the future and it also helps in increasing the speed of the issue resolution process followed by your business.

7. Better Internal Communication

Better internal communication in a business is done with team collaboration. In different words, there are different tools that enable collaboration between teams and business sectors. With WhatsApp and CRM integration, there is no need to worry about any team communication problems.

Other than allowing you to communicate with your prospects and customers seamlessly, the integration also helps in removing any kind of inefficient departmental silos that can improve communication in your company. Hence, the complete organization flows all the more optimally and effectively while improving organizational communication.

8. Optimized Business Marketing

The WhatsApp CRM integration enables you to send a useful catalog of images, location, documents, audios, videos, to your potential customer. Based on the interest of your customers, you can send them marketing collateral that can spark their interest.

In this way, you can nurture leads and increase the chances of conversion as well. When you start putting this into practice, this can turn into one of the best ways to move the leads down the sales funnel and increase your chances of conversion.

Conclusion

WhatsApp is one of the most popular messaging applications out there that is used by one and all. It is used for both personal and business purposes. Organizations use it to leverage more benefits by integrating it with their CRM systems.

You can also integrate your WhatsApp account with a CRM platform to start messaging by getting in touch with an experienced CRM consultant from Encaptechno. The integration will allow your WhatsApp instance to use information that is already contained in your CRM.

Benefits of Zoho Integration with WhatsApp Read More »

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What is a Chatbot?

Modern Chatbots Meet Customer Expectations

Changes in Customer Support Experience

Why are Chatbots Important for a Business?

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