Why Is Zoho Implementation A Good Investment for Your Business?

Abhishek Sharma / automate business processes, zoho consultant, zoho crm integration, zoho implementation, zoho partners / Zoho Implementation

The success of any business is dependent on customer relationships. Organizations of all sizes are increasingly realizing the importance of investing in a credible customer relationship software application for improved business processes. A CRM application that has managed to change the entire ecosystem of business considerably is called Zoho CRM. This CRM works on the SaaS model, it is light in weight and is cloud-based while being packed with numerous customizable features.

Zoho implementation is perfect for carrying out business operations efficiently and in a cost-effective manner. Moreover, Zoho CRM is particularly targeted towards small and medium-sized businesses for storing customer and vendor data, improving customer engagements, and increasing conversion rates.

Empowered with a network of hundreds of thousands of businesses spread across 180 countries, Zoho CRM integration has proven useful to many organizations. It is a highly rated software application that enables companies to grow their revenue, convert leads, and engage with customers.

In this blog, we will understand the way in which Zoho implementation proves to be a good implementation for a business. If you own a company that you wish to expand then understanding the benefits of Zoho implementation will help you considerably.

Zoho Implementation and Business Efficiency

Zoho can be very easily customized for fulfilling the needs of different businesses regardless of their nature and size. Right from small and medium-sized start-ups to large scale organizations belong to a diverse business vertical, all businesses use CRM software for increasing their marketing operations, sales efforts, and customer service processes.

The implementation of Zoho helps to automate business processes with various modules. Some of them include marketing automation, order management, salesforce automation, contact management, customer support, activity management, inventory management, vendor management, website integration, workflow automation, CRM analytics and reporting, and billing and payment management.

Other than this, Zoho can also be integrated with many other applications. In fact, when compared to all the CRM options that are commonly available, Zoho CRM provides some of the widest range of integrations. Other than email integration in Zoho CRM, one can integrate Zoho CRM to applications such as Gmail, WordPress, Office 365, LinkedIn, Facebook, Slack, and much more.

Zoho Implementation – A Good Investment for Business

The decision to integrate Zoho CRM can without a doubt be the best decision to enhance the business efficiency. The Zoho CRM actually comes with different applications as add-ons that help businesses to boost their overall sales. Below, we will be mentioning some of the benefits why Zoho implementation is a good investment for your business.

1. User-friendly CRM

One of the most important factors that make a software application desirable and we might as well say, beneficial is the user-friendliness quotient. When it comes to ease of use and simplicity, Zoho CRM is exceptionally user-friendly.

The employees of an organization do not need comprehensive technical know-how to monitor and customize the platform. The Zoho CRM integration enables the employees to take care of all the departments that need attention. Moreover, there is real-time access for monitoring sales, deals, and contact history.

All in all, the company’s employees can stay ahead of managing important customer relationships with the implementation of Zoho CRM.

2. Improved Customer Relationships

The implementation of an efficient customer relationship management application is one of the strongest and also an efficient method for maintaining and creating relationships with the customers. With the implementation of Zoho CRM, customer relationship management does not only stay limited to businesses but also ideates to strong bonding with the customers.

The development of this kind of strong bond enables the business to reach new levels of success. Once the personal connection is built with the customers, it becomes very easy to find the actual needs of customers and help them to serve in a much better way.

It is a strong belief that the more streamlined strategies involved in the implementation of customer relationship management, the better and more productive the business becomes. Zoho CRM empowers organizations to be armed with dedicated tools for the maintenance of CRMs in the workplace.

3. Advanced Marketing Processes

The implementation of Zoho CRM leverages and amplifies the customer base of an organization with an effective marketing strategy. In fact, the Zoho CRM brings new dimensions when it comes to marketing by significantly enhancing the overall operations and their execution as well.

The intuitive CRM-associated marketing strategies such as web marketing; email marketing, direct marketing, etc. have been developed in the recent past. These methods are more promising and effective as compared to the traditional ways of marketing because they deliver higher business performance.

Zoho CRM makes all these processes very easy by enhancing the response rates on the marketing campaigns, streamline costs on the promotions and also provide better security on marketing investments. With the assistance of a dedicated Zoho partner, you can improve things such as web marketing, email marketing, analyzing the buying behaviour of customers, forecasting future marketing strategies, and building business impact models.

Zoho CRM comes with synergistic marketing strategies that help in developing high-end marketing businesses. Therefore, it is important for an organization to incorporate them completely by anticipating change, testing their performance, assembling the best strategies, and maximizing the marketing growth.

4. Easy Migration of Data

If you have been looking to change your data management system or even adapt consciously to a new CRM then Zoho CRM is the way to go. It helps in migrating extremely valuable data precisely in just a few simple steps. Once the data gets converted in the required format, Zoho implementation maps out the import files with the modules within the CRM and vice versa.

In case there are no important fields left to map then Zoho CRM takes the responsibility of creating them for you. The entire process of migration is very simple and easy to carry out. In fact, with the support of an experienced Zoho consultant and Zoho’s dedicated data migration, there will be reduced manual work and everything will become much easier when it comes to the migration of data.

5. Telephony Features

To enable optimized call dialing and automatic call logging, Zoho comes up with a single click dialing that can take place directly from the CRM. After the successful integration of telephony, anytime a user views a contact card, there is an option to click to call.

Further, the telephony feature comes with a built-in reminder so that you can set the future callbacks and also automate the call logging which then makes it simple to see the customer information and conversation history. The call analytics and reporting round out Zoho’s telephony features by offering extremely important data visualization and feedback on customer service.

6. Detailed Reporting and Advanced Analytics

Zoho CRM integration enables much more visibility into a business. It allows the sales, marketing, and support team to capture the leads from incoming calls, emails, or messages that come through websites.

You can log into important information about the lead and also the sales activities like important calls, meetings, and emails. With the analytics feature of Zoho, it is also possible to convert the lead to a potential sale for pipeline reporting, run the reports on sales activities per user, and record the sales performance.

This further helps in creating quotes and invoices even in multiple currencies while closing sales and tracking business revenue. You can focus on ROI with better marketing campaigns, track the customer complaints or problems, enhance customer retention, and reduce the overall sales time.

7. Task Automation

With Zoho implementation, it becomes possible to automate various activities within a business workflow and triggering certain actions. This further enables businesses to save a sufficient amount of time because the employers will no longer have to manually record the information which in turn will help them focus on the lead nurturing process and the conversion rate.

In essence, Zoho understands that the task processes can be pretty complex in function. They might include multiple teams, require certain approvals at stages from some people, and may also need notifications to be sent out. Since doing all of this manually can prove pretty tiresome, Zoho comes with tools such as Blueprints that let the tedious work gets completed.

8. Artificial Intelligence Feature

Zoho CRM is known as one of the very few business-focused SaaS CRMs that come with a high-quality AI drive functionality. Zoho’s proprietary AI assistant comes with predictions on trends, anomalies, conversions, and closing deals.

At the most advanced level, which means the ultimate subscription plan, this assistant called Zia offers detailed insights about the best time for contact customers. It also sets auto-reminders that can be used for reaching out to the customers and analyzes the tone of emails sent by customers to come up with the best response.

9. Customization

You can customize your CRM application in the best way possible that suits a business’s needs. By presenting the information you acquire in a unique way, the Zoho CRM can be used for great customization. With the option of Layouts, one can create individual layouts for different processes and in turn control the data that enters a system for making a quick sale.

With custom components, you can use custom modules, fields, and buttons that present the information the way in which you want in the CRM. In addition, you can also cater to more customers across the globe by offering multi-language and multi currency to a team. Finally, the option of views and filters helps in adding custom filters and other settings that mark the important information and make it easily available.

10. Effective Collaboration

Zoho implementation comes with many collaboration tools that are considered suitable for small to medium-sized teams. It has a built-in document management system that stores important documents, pictures, music, and videos which makes accessing these things simple at the time of need.

The access privileges also make it easy to lock down important material and share some items with the team members. The feature of the calendar is also helpful for collaboration because it allows the teams to share calendars so that individuals can maintain an easy calendar within their CRM.

Conclusion:

In case you are handling a business and your focus is on the maintenance of customer relationships then Zoho CRM will help you get everything that is needed to improve the organizational infrastructure and productivity.

You can actually customize your business infrastructure with the assistance of Zoho CRM integration because that will prove beneficial in building a strong organization and improved customer relationships. At Encaptechno, we have a team of focused and experienced Zoho consultants who have offered the best assistance in Zoho implementation to many businesses.

If you wish to ensure smooth workflows then get in touch with us to know more about Zoho implementation.

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Zoho Implementationautomate business processes, zoho consultant, zoho crm integration, zoho implementation, zoho partners

Automation of Marketing Activities Using Zoho Apps

Abhinav Bhalla / marketing automation tools, online marketing activities, zoho for marketing, zoho marketing tools, zoho partners / CRM Services

If you run a business then you would know the significance of maximizing the marketing resources for the growth of your business. Presently businesses of all sizes are turning to market automation for getting the most from marketing resources. This is for a good reason because when the workflow gets automated, several benefits follow.

Marketing automation is a process by which technology gets leveraged to automate the various marketing activities of a business. In fact, marketing automation tools enable modern businesses to organize, automate, and measure the ROI for efforts while leading to an efficient marketing team and better revenue.

Marketing automation is an excellent method to:

Save important time and resources
Attract leads more frequently.
Improve conversion rates.
Make it simple to collect data on what works better

Role of Marketing in Modern Businesses

Each business is dependent on a wide number of online marketing activities. These activities are important to a customer’s journey from a lead to the point when they become a loyal and dependable customer. Marketing plays an extremely important role in attracting these leads, educating them with targeted nurturing, making them get qualified, and also getting them prepared to make a purchase.

This also continues into the period that comes after the purchase with cross-selling and up-selling campaigns being responsible for growing revenue. These surveys help in measuring and enhancing customer satisfaction and other re-engagement campaigns for connecting with dormant customers, and much more.

Marketing at Scale

Running online marketing activities without dedicated and efficient software is possible when the size of your company is still small. However, just as a company keeps growing and attracts more leads, the marketers need more channels for engaging with customers because managing interactions becomes difficult.

Capturing, nurturing, and qualifying a wide range of leads, running effective campaigns for customer segments, and different post-purchase marketing activities required to get automated. This marketing automation keeps the customer engagement consistent and meaningful. The Zoho marketing tools do just that when it comes to automating everything.

How Does Marketing Automation Help Your Business?

According to what Marketo says, over 76% of organizations implementing marketing automation generate a return on investment within the first year itself. That’s not all. It is also said that over 44% see a return within just six months.

The most important function of Zoho for marketing automation tools is to automate and streamline activities carried out by the sales and marketing teams. One can plan and execute lead generation and nurturing plans to launch a wide range of digital ad campaigns from a central hub without hitting buttons such as, “send” or “launch” on each message, email, or ad.

The businesses that use marketing automation can see a wide range of benefits across all of their important everyday operations. An important increase in the number of qualified leads that reach the sales team, a higher conversion rate, and better productivity for sales and marketing teams are good ways in which marketing automation helps a business.

Marketing Automation with Zoho Apps

Zoho apps a wide range of apps that support online marketing activities and also help in running efficient campaigns. These apps assist the task of marketing automation which helps in passing quality leads to sales.

Some of the common features offered by these marketing automation apps include segmentation, lead scoring, and Google Ads that help in streamlining and automating marketing efforts.

To help you gain a better insight into the functioning of these apps with respect to marketing automation, we will discuss them one by one.

1. Zoho MarketingHub

A comprehensive marketing automation software that helps in managing marketing activities successfully, Zoho Marketing Hub manages promotions across different channels. It helps in generating more leads, retaining them for a long time, and converting them to customers.

Zoho MarketingHub gives the marketing control entirely in your hands. It is a single place to educate, influence, and engage leads. Assisting in lead management, Zoho MarketingHub enables to catch, nurture and convert leads while also passing on the best to the sales team.

Related Read: Zoho MarketingHub – A Complete Marketing Automation Software

2. Zoho Campaigns

This software is an email marketing tool that helps businesses to grow their audience. Other than helping to create responsive designs, delivering emails to inboxes, triggering automated workflows, connecting with customers, and customizing messages, Zoho Campaigns also helps in advanced email automation.

The automated workflows and drip series offer help in delivering targeted messages to the customers. The pre-defined and tailor-made workflows of Zoho Campaigns help in sending messages on almost every occasion.

Related Read: Zoho Campaigns – An Outstanding Email Marketing Tool

3. Zoho Social

One of the easiest ways to manage a brand on social media, Zoho Social helps in scheduling unlimited posts, creating tailor-made reports, and monitoring all that matters.

The brands can analyze their social media performance with the help of Zoho Social in an accurate manner.

Related Read: Track Your Social Media Channels with Zoho Social

4. Zoho Survey

This is a tool that enables businesses to create survey creation in a suitable way. It helps the marketers to create a survey within a few minutes.

By using Zoho Survey, marketers can reach their audience on almost every device. They can also view results in real-time and graphically as well. By following a simple and three steps procedure of creating, collecting, and concluding, the marketers can create reports, analyze them and improve their steps for better understanding.

5. Zoho Forms

Digital marketers can simplify data collection with the assistance of online Zoho Forms. It helps in creating forms, efficiently manage the data with integrate apps, receive instant alerts, etc.

With a tool such as Zoho Forms, it becomes simple to focus sharply on a business.

6. Zoho Sites

With the assistance of Zoho Sites, it becomes possible to build websites just the way you want. It helps businesses to focus on their interest and passions

The templates that it offers help the website of a business do the talking. Zoho Sites can be used to manage visitor information with Zoho CRM, provide chat support with Zoho SalesIQ, publish blogs with Social Auto Publish, understand the visitor’s behavior with Zoho Marketing Hub, etc.

Related Read: Create Your Own Website Easily With Zoho Sites

7. Zoho PageSense

This tool is for conversion optimization and personalization of online marketing activity. It helps in measuring key website metrics, making sense of the online behavior of a visitor, and giving each visitor a personalized website experience so that the conversions get boosted.

Irrespective of whether you wish to understand what works on a website, why the visitors do what they do, or what does it take to convert a visitor into a customer, Zoho PageSense has the right set of tools.

Related Read: A Complete Overview of Zoho Pagesense

8. Zoho SalesIQ

Zoho Sales IQ provides a hassle-free and live chat support for the customers and business growth. It helps the marketers to increase ROI on their marketing efforts

It offers a wide range of marketing automation benefits such as tracking and engaging with leads, reaching out to prospects with messages, driving engagement with Zoho CRM, engaging in real-time scoring, selling smartly, etc.

Related Read: Boost Your Sales Activities With Zoho SalesIQ

The best part is that Zoho apps can be integrated with each other and third-party applications for much better performance. This integration often helps in making sure that the sales and marketing teams are aligned and have a complete picture of leads and customers while planning campaigns. Marketers can also connect the sales and marketing information to get a better understanding of ROI for your efforts.

Marketing Automation Examples with Zoho

Since we have gained an understanding of what is marketing automation and what is needed to build a plan for it, let’s understand more about it when it is put to action.

1. Small-sized Marketing Team: If you have a small marketing team and if you wish to welcome or even engage new leads then regardless of which business you might be running, email marketing can be helpful. By building an easy journey, you can make it simple to welcome and engage new leads on the list and attract them towards new offers.

In case you have already sent an email on a consistent basis, you could wonder if it is a good use of time and energy for setting up an email series. The answer to this is a yes because emails serve an important purpose that a regular promotional or informational email cannot.

The common aim with these onboarding emails is to engage new people and offer them a new idea for an email, how often that email will be expected, and sharing a detailed description of a business’s mission. In addition, these emails also share something of value for establishing goodwill and creating positive associations.

2. Medium-sized Marketing Team: The leads that engage frequently with the content are more than likely to get converted into customers. Identifying those leads and streamlining the content that is seen by them also helps in targeting the follow-up emails. An important way to approach this is by assigning a lead score that changes as the lead engages with or ignores the follow-up emails.

Based on the number of products that are being marketed, one can also use lead activity to qualify leads for some products. In case you have a lead nurturing series with ten emails then some emails are focused on entry-level features of a product and some on advanced features.

If a lead gets opened and someone clicks on links in the first few emails but stops after that then they might not be interested to have the more advanced features. However, this can indicate the customers to interest them in a separate tier or product version. It is also possible to create a follow-up sequence for the leads that focus on features to see if they are specifically interested in a feature set or an unengaged lead.

3. Large Sized Marketing Team: For the marketing teams that work closely with the sales team, an advanced and a nurturing workflow can be the ticket. It helps in assigning a better score to leads as they go ahead in the workflow. Moreover, it also creates tasks in Zoho based on which actions should be taken and what the lead score can be.

With the help of this knowledge, the sales team can focus on engaged leads and close them effectively. Identifying the loyal customers and the ones who are likely to become repeated is a great idea for any business and what’s best is that marketing automation helps here too.

A loyalty-building workflow helps in creating tags and leads for the database and assigns them on the basis of activity. After leads move through this journey, they are assigned a lead score and a tag of loyal, active, or unresponsive based on their activity.

Conclusion:

Zoho Apps is an excellent way to do marketing automation and make a business grow tremendously. It helps in creating processes that automate routine marketing activities. These marketing automation tools help in capturing leads with information, reaching out to them through channels, and tracking the progress with the sales funnel.

Encaptechno has experience of acting as a Zoho partner for many businesses with a record of helping them grow. Get in touch with us to get complete support in implementing marketing automation using Zoho Apps, today.

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CRM Servicesmarketing automation tools, online marketing activities, zoho for marketing, zoho marketing tools, zoho partners

An Overview Of Zoho Cliq And Its Features

Abhishek Sharma / team chat app, zoho cliq, zoho cliq login, zoho partners / CRM Services

It comes off as no surprise that the implementation of Zoho CRM comes with much better and streamlined business operations. Zoho is known for making exceptional-quality and cloud-based business software applications that do not cost much. The team chat app of Zoho called the Zoho Cliq is no exception in this case.

A thoughtful and quick messaging app, Zoho Cliq borrows some of the best ideas from its competitors and adds a special paneled layout so that numerous interactions that go on between the members of an organization can be viewed. Zoho Cliq costs really less than any other application that might be in this space. Additionally, in terms of features and other integrations also, it is a great option to ensure maximum productivity and minimum costs within an organization.

In this blog, we will understand all the features that can come with Zoho Cliq. However, let us first begin by understanding Zoho Cliq in detail.

What is Zoho Cliq?

Zoho Cliq is actually a chat platform that can be accessed free with emails, the Zoho CRM, and Zoho One subscription. One has the option to choose this team chat app separately but there won’t be any chance of using the platform for its true capabilities.

With the help of Zoho Cliq, organizations can streamline their communications and move their work forward. The communication gets much more organized and simple because it presents easy to find information by connecting the tools that you will love.

In the present time and age, there are so many platforms to choose from when it comes to chatting with your team members. The reason why Zoho Cliq stands out amongst all of them is because of the benefits that it offers. It brings everything that matters for an organization in one place.

Let’s look at the features offered by Zoho Cliq one by one:

1. Group Chats: The most important function of Zoho Cliq is the fact that it creates space for group chats. One can create an account, set up channels, and invite people to join. These channels become open to any member of the account for joining or inviting someone. Every channel gets represented by a name and a certain description which is optional. It is very common for companies to have these channels for departments, teams within the departments, projects, and socializing.

That being said, the channel feature is not the only way in which the individuals can have a conversation. Zoho Cliq is a team chat app that also supports direct messages with individuals and groups. One of the most important aspects of Zoho Cliq is the columnar design with which it comes. As more and more channels begin to join and messaging with people gets opened, each chat opens its panel or column.

The more the number of chats you open the more columns are likely to fill your screen. The layout is actually simple and organized because it allows you to open more than one chat window at any particular time. You can reference any conversation while replying to another. However, the columns cannot be rearranged at will because that will feel like a big oversight.

With most of the other online apps that are using this layout, one has to drag and drop the column for reordering them. However, in Zoho Cliq, the only way in which the columns can fall in order is by closing all the windows and then opening them sequentially in a preferred order.

2. Tracking Conversions: A common problem that many messaging apps have struggled to solve is that tracking the conversions that happen between team members becomes hard. When someone asks a question or begins a conversation in a channel and if it might get delayed in the sense that the other person does not reply timely then the conversation flow might get skipped.

Another scenario is multiple prompts in one conversation might lead to missing out on many questions asked by some team members. When your Zoho partner implements Zoho Cliq for you, one of the best features that you will discover is no ignored conversation. When a post that asks for additional follow-up separates from the rest of the channel, it can be forked to a private message.

The forked conversation, in fact, will appear as an independent selection in the list of channels and direct messages on the left with the annotation of Forked. This feature proves to be beneficial for the people who work in different time zones and might feel the need to catch up on a day’s worth of conversation in one sitting only.

3. Apps and Integrations: Zoho Cliq is also available as a web app and desktop store apps for Mac, Ubuntu, and Windows. There are mobile apps for iOS and Android. Zoho helps in making a wide range of online business applications from its popular CRM software to a project management platform. Zoho Cliq effectively works with other applications in the portfolio of Zoho CRM.

In addition to this, it also supports integration with some of the outside applications such as Dropbox, Google Drive, Trello, Zendesk, GitHub, etc. This actually signifies that you can take reports, contact information, invoices, or any other data you require and send the same with the help of Cliq. It only takes one-word commands for initiating the action and is an easy way to communicate important information.

With Zoho Cliq login, you can also make custom integrations with Zoho flow, an integration service that is very similar to the IFTTT, Zapier, and Integromat. You can use Zoho Flow and the drag and drop feature that it comes with for creating integrations with other applications and services. In case you do not know how to code, even then you can create simple integrations. However, in case you wish to get much more advanced, a little knowledge of coding might be helpful.

4. Use Taz and Bots For Reminders: Chatbots are extremely convenient tools to work with. As a default feature, Zoho Cliq comes with a bot called Taz which is made by Zoho natively. You can use Taz for sending messages to yourself for saving important things, setting reminders for important events, and creating events that you would want to attend otherwise.

There are other bots available as well such as Deskbot which is tied with the Zoho Desk application only. The bot actually sends the reminders when a ticket is assigned to you or when a customer replies to a ticket and needs to take some action on a ticket.

It must be understood that customer service is everything and Deskbot helps in staying up to date with your tasks. You can also add more bots if you please.

5. Ease of Access: Zoho Cliq comes with an ability to be accessed in multiple ways. Once can access it via desktop applications, mobile, tablets, or browsers. Not just this, in case you are working with a number of Zoho applications, you are likely to find the Cliq bar on the bottom of your browser so that you can begin to communicate while working with other applications simultaneously.

In fact, you can also begin a conversation on your mobile, continue the same on the tablet and then finish it from the desktop itself. This way, you will not lose any chats and you will also not have any hassle of downloading the chats because you will be able to see all your chats instantly.

As opposed to any other applications, adding a new user to any of your Zoho Cliq channels means that the new user will be eligible to access any older chats prior to the time at which they were added. All that a user has to do is a scroll in the upwards direction and it will become possible to access the complete chat history. This additionally means that finding the messages will become very easy.

6. Extensions: With the Zoho Cliq login, you can be sure about downloading a variety of extensions from the Zoho Marketplace. You can also connect your Google Drive, other Zoho applications, Dropbox, etc. with the integration of relevant extensions. In addition, you can also download extensions such as the meme extension that allows you to post interactive memes in your chat quickly.

An entire list of the extensions that can be integrated is easily accessed on the website of the Zoho marketplace. Zoho makes sure that the extensions are published and created to the Cliq Marketplace.

7. Video Calls and Screen Sharing: In addition to all the features offered by Zoho Cliq, there is one other feature and that is video calling screen sharing. This makes connecting with your team members much easier and interactive. You can talk to a team member sitting across the world thinking that he/she is sitting right in front of you.

All you need is a stable internet connection and you will be able to make video calls, audio calls, and share your screen effectively with your peers. This can also be done with the group chats.

8. Additional Features: Zoho Cliq comes with a feature called PrimeTime that enables anyone with the right permissions to host a one-way video stream that can be seen by anyone in the organization. This feature is extremely useful for all the town hall meetings, announcements, and presentations.

Some of the fine details assist Zoho Cliq to stand out from other business messaging applications as well. When you have a private chat with someone who might be on a mobile device, you spot a smartphone icon next to that person’s chat. This ends up being extremely helpful for exploring how soon a response might be delivered.

Moreover, when you are using a mobile device, you can choose a location feature that tells your colleagues about your location. You can also adjust the setting for alerting them to finding the specific location or the city.

Conclusion:

As it is evident from all of the information mentioned above, Zoho Cliq is actually an extremely functional and helpful team chat app that streamlines the communication. There are multiple integrations that can be used with the help of Zoho Cliq and it can also be used for setting reminders.

As a platform, it comes with an ease of accessing from different devices, be it a PC, tablet, or a mobile. You can switch between the devices very easily and access the older chats of different groups that you were not present in before.

Zoho Cliq comes with a good combination of effective business and communication which makes it great assistance for building effective culture within an organization. In case you want any assistance in setting up Zoho Cliq, you can get in touch with the team of Encaptechno and we will be extremely glad to assist you in all possible ways.

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CRM Servicesteam chat app, zoho cliq, zoho cliq login, zoho partners

Overshine Your Customer Service with Zoho Desk

Abhishek Sharma / customer service, zoho desk, zoho desk login, zoho desk support, zoho partners / CRM Services

Regardless of the size and scale of a business, there is always a requirement to reach out to the customers for standing out and gaining better reliability. One of the most organic ways of doing the same is either by email or phone. However, it is important that all customer calls are taken care of in a linear and controlled manner. Doing the same without using the correct tool can prove to be difficult.

In the beginning, you will require a place to store and manage all the conversations because if the valued customer returns following up on the previous calls, or asks more questions then you must be aware. With time, you will be able to form a relationship with your customers and you will also need to maintain the context of all your interactions with them. Additionally, there will be a need to do the same overall types of channels so that your customers can reach out effectively.

That being said, all of this is just a glimpse of what exactly can be done by customer service software. In this blog, we will have a detailed look at the steps in which you can overshine your customer service with Zoho Desk.

Before we take a look at how Zoho Desk support helps us in detail, let us first begin by understanding what Zoho Desk is in complete detail.

What is Zoho Desk?

Zoho Desk is actually customer service software that is created to assist businesses to provide exceptional support to their valued customers. It is embedded with various tools and functionalities that offer a wide range of helpful analytics while enhancing business productivity.

With the help of Zoho Desk, businesses can enable their managers to explore all the fundamental problems that could be linked with the overall employee performance. The main goal of Zoho Desk is to drive enhanced business services and decision-making abilities. Moreover, businesses can make the most of the relevant and on-time assistance with the help of this software.

By collaborating with the Zoho partners, corporations can offer their expert assistance with the dependable tool, task automation, and different types of networks that help in getting quick delivery and prompt support to the valued customers. Zoho Desk helps in gathering the teams from different departments so that they can work as one team and offer the customers the best possible experience.

Zoho Desk support helps numerous industries. For instance; all manufacturing and distributing organizations might encounter a problem with their returns because of defective products, sudden shipments, and the like. With the help of Zoho Desk, these clients can be helped by getting a simple way to submit requests. Additionally, the Zoho can also be embedded into the Zoho Finance applications or the Zoho ERP software applications, which provides a better custom solution.

Working of Zoho Desk:

The working of Zoho Desk is rather simple and hassle-free to get a grip on. At the time when a customer encounters a problem that they would like to solve at the earliest, they are more than likely to call or send an email to the company. Although this can sound and seem obvious, it can actually turn into a problem if the volume of customer service calls rises too high.

As support in this situation, Zoho Desk comes in and routes the different support requests directly to a specific department or to a support agent. With the help of Zoho Desk, the clients can be encouraged to reach a committed assistance phone address. This further helps in supporting the administrator in the sense that it offers an ability to route and oversee any prompts as and when they reach.

Yet again, the administrator can see just what they need to follow a map that can be set up earlier. The agents of a company can also communicate internally when they want to discuss tickets so that all the communication is linked. In addition, the administrators of an organization can also send solutions to a knowledge base, which the customers can access by logging into a special support platform.

In sum, the support administrators can view all types of metrics linked to a support system. This includes a department-wide or agent-specific response time, customer satisfaction rating, product-specific problem, and a lot more. With the help of Zoho Desk login, the prevalent and impending support issues can be addressed and solved.

The benefit of Zoho Desk For Customer Service:

The most important benefit of Zoho Desk is that it helps in managing the tickets, discovers the trends and patterns that prevail in the workflow, collaborate with teams effectively, and empowers clients with various services. All companies regardless of their sizes can benefit from a diverse range of support networks and options for delivering on time and high-quality customer service.

This enables in establishing a responsive customer relationship that usually results in better revenues and business functions. The integrated standpoint of Zoho Desk operates for helping the companies to offer their customers with support networks that can further meet all preferences. Businesses are free to choose between delivering real-time support through the call centre functionality or address concerns and questions with the assistance of a ticketing system.

Zoho Desk is actually integrated with the social support that allows the customers to ask questions, pass requests, and call for assistance through the well-known networks on social media platforms such as Twitter, Facebook, etc. It is well acknowledged that the quality of customer support should be at Peak in all cases and so, the software assists the business managers in making sure that the complete support is offered through all networks.

With the expert support of analytics and reporting tools, the company managers and operators can figure out the concern and problems linked to the productivity and performance of the staff. All the insights so acquired from the software are used for enhancing the performance while handling the customer support tasks.

Overshine Customer Service with Zoho Desk, Here’s how:

1. Automatic Ticket Notifications: Organizations can set up the Zoho Desk in a way that when a customer sends an email to a specific email address, it will be organically captured in the form of Zoho Desk. After this gets set up, almost any email that goes to that specific address will notify all users in an organization just so that prompt action can be taken.

In addition, one can also get an automatic notification in case a customer replies or goes ahead to re-open the ticket. All users are always notified as to when these messages occur so that when the track is lost, you can actively avoid the phone and email.

2. Tracking Agent Availability: In case you are aware of customer service, you would know that the Service Level Agreements or the SLAs are an important concept. One can set the particular turn-around time that is needed for replying to the support tickets either for following up or closing.

If the Service Level Agreement is not met then you will be notified immediately and the ticket will have a red highlight. The agents can also set their availability in the top right corner of Zoho Desk.

In this way, you can know that an agent is available at the desk for taking care of the support tickets. There is another feature called agent collision in the ticketing interface that enables two or more agents to open and see the tickets at the same time.

3. Direct Reply to Customers: With Zoho Desk, the organization representative can directly reply to the customers and view their email chain accordingly. In this way, there is no need to give your support staff access to the support email inbox directly.

The support staff can reply to all customers’ right from the support email ID provided and linked with Zoho Desk. In addition, there is also a comment private feature that helps in communicating with the staff internally about a specific ticket. All these comments can be effectively seen by the customers.

4. Creating Custom Reports: One can find a summary of all tickets along with detailed reports on the metrics that explain the tickets. The reports can be viewed in the summary in a tabular form or a matrix. There will be a need to either configure or customize the report before one can view it.

You can select a module and then a different column from the module that you would wish to see in the report. You can also group your columns just as you wish while choosing a method to display a mathematical sum or an average.

For example: in case you wish to see how many tickets were closed by an agent, all that is needed to do is to select the name, email, and the status of the agent so that you can get a sum of all numbers. These are different kinds of customizations that can be achieved but all reports plainly zero in on the report types, criteria, and column for the report.

5. Creating Modules: Zoho Desk enables the creation of distinct customer service modules. For instance: you might have different individuals who send a support ticket or who were your customers in a project. These individuals are often placed in the Contact modules.

These contacts might be affiliated with a company that is billed. Therefore, contacts will be eventually associated with accounts that are typically a module.

Conclusion:

Zoho Desk is actually a pretty robust platform that can elevate the customer service performance of a company considerably. As the information mentioned above explains, the Zoho Desk login makes it simple for an organization to collaborate and serve the customers together. One can discuss all tickets and reply to customers on one screen, share questions, and integrate with third-party applications.

Also available on other devices like mobile and tablets, Zoho Desk offers a lot of flexibility when it comes to running the customer service operations. Giving this platform a try is a worthwhile move because it will most likely suit your organization well.

In case you need any support, get in touch with Encaptechno for support, integrations, setup, and more.

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CRM Servicescustomer service, zoho desk, zoho desk login, zoho desk support, zoho partners

Work from Home Efficiently with Zoho Remotely

Abhinav Bhalla / remote work, work from home, zoho consultants, zoho partners, zoho remotely / Zoho CRM

Many companies and the businesses are waking up to a new culture & style of working from home. In times of crisis, Zoho & Encaptechno really seem to have their finger on the pulse of their customers.

Most of the Organizations & individuals are looking out for solutions that can help them get together and run their businesses seamlessly & in the most efficient manner.

Zoho commands the loyalty of over 50 million users already. Giants like Amazon, Facebook, LinkedIn Mentoring, Netflix, Century 21, KPMG, Capgemini, Discovery Communications, Siemens, Whirlpool, Bose, Pepsico, Dell and many more have also switched to Zoho.

Zoho has come up with a suite called Zoho Remotely which is free to use till September 1 ^st2020.

What is Zoho Remotely?

“Zoho Remotely is a suite of cloud applications that helps you communicate and collaborate with teams, keep track of work, and provide remote assistance to your customers anywhere in the world.” And, in the recent times where most of us now work from home, Zoho Remotely is a single suite to meet all your needs.

Remotely includes these Zoho apps:

Remotely is a bundle of 11 applications from Zoho:

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

*Zoho Lens available for US, EU, AU and India DC users

Who benefits most from Zoho Remotely? You’ve got power in your corner

Meet online and communicate from anywhere

Despite whatever is your location you can remotely hold meeting with your team, and you can review, hold training, facilitate your customer from time to time & can even do a sales pitch, give presentations. Remotely’s suite of apps will enable you to conduct all your day to day business communications from anywhere and any point in time. Via Cliq, Meeting & Showtime.

Cliq

With Cliq you can create and manage multiple chats, you have a facility to hop on a video or audio call with your team and your clients.You can also share files, and carry on multiple tasks and do so much more, right from your chat. Cliq serves as a primary hub for remote work.

Meeting

Schedule online meetings without the boundaries of time zones. Simulate a one on one meetings on the screen via video calls, or just the audio calls. Share your screen for content discussions.

Show Time

Share your ideas and conduct online training, impart your knowledge remotely, receive feedback and reach your targeted audience across the corners of the world.

Collaborate seamlessly from wherever you are

Work effectively in an efficient manner, work as teams even from diverse and even remote locations. Plan and assess your projects, assign work, optimize and allocate resources. Prioritize tasks and make your work count, wherever it matters the most. Via Work Drive, Projects, Sprints

Work Drive

Create online team drives, share documents remotely with members, and collaborate in real time to get things done.

Projects

Launch projects, add relevant tasks and assign them to the particular people. Affiliate with your team remotely and keep track of task progress and milestones efficiently.

Sprints

Create customized moot boards and incorporate live feedback from key team members while executing projects, in a vigorous manner.

Remote assistance from anywhere

Assist your clients & team from anywhere through apps that act as remote hands & eyes. Address the trouble the clients and team members are facing, share help files & patches and securely address and resolve the queries. Via Assist, Lens

Assist

Reach out to your clients and team members through secure remote sessions and through multiple devices. Take a prior consent and take charge of pre-approved control of their system/ devices.

Lens

Get to see what your customer sees, click and annotate images, draw deeper insights with augmented reality tech and deliver remote assistance.

Achieve productivity when working remotely

Boost your and your team’s productivity with office apps that are designed for collaboration. Draft blogs, analyze spreadsheets and prepare slide decks from any place. Via Writer, Sheet, Show

Writer

Create, share and edit documents together as a team, each from their own laptops or mobile, from wherever they are.

Sheet

Manage spreadsheets and analyze your data with advanced functions. Present information with clear visualizations to your peers at work and derive insights together.

Show

Craft perfectly flowing presentations by sharing and collaborating with multiple people, even if each of you are located remotely.

You may also Read: Encaptechno’s Commitment during Covid-19 crisis

Conclusion

We understand that we all are going through tough times these days.

Most of us may not have the time to really sit down and analyze which are the best of the tools to use. Choosing the wrong software and/ or provider seems to be a popular reason, system implementations fail, when they do.

You shall be adding a well-equipped software choice to your arsenal, to boost the efficiency of your business.

If that sounds like you, just let us know and we’ll be happy to analyze your situation for you, then let you know how best you would benefit from using Remotely.

You don’t have to take a big chance, just leave it to a team of experienced Zoho consultants to lend a hand and put you back in the Zoho power seat.

Work from Home Efficiently with Zoho Remotely Read More »

Zoho CRMremote work, work from home, zoho consultants, zoho partners, zoho remotely

PRODUCTS

Zoho One

Zoho Book

Zoho Creator

Zoho CRM

Zoho Bigin

Zoho Workspace

SERVICES

Zoho Partner Services

Zoho Implementation

Zoho Support

Zoho Consulting

Zoho Integration

Zoho ChatGPT Integration

SOLUTIONS

Salesforce

AWS Cloud

Cyber Security

Vryno

Azure

Digital Marketing

zoho partners

Why Is Zoho Implementation A Good Investment for Your Business?

Zoho Implementation and Business Efficiency

Zoho Implementation – A Good Investment for Business

1. User-friendly CRM

2. Improved Customer Relationships

3. Advanced Marketing Processes

4. Easy Migration of Data

5. Telephony Features

6. Detailed Reporting and Advanced Analytics

7. Task Automation

8. Artificial Intelligence Feature

9. Customization

10. Effective Collaboration

Conclusion:

Automation of Marketing Activities Using Zoho Apps

Role of Marketing in Modern Businesses

Marketing at Scale

How Does Marketing Automation Help Your Business?

Marketing Automation with Zoho Apps

1. Zoho MarketingHub

2. Zoho Campaigns

3. Zoho Social

4. Zoho Survey

5. Zoho Forms

6. Zoho Sites

7. Zoho PageSense

8. Zoho SalesIQ

Marketing Automation Examples with Zoho

Conclusion:

An Overview Of Zoho Cliq And Its Features

What is Zoho Cliq?

Conclusion:

Overshine Your Customer Service with Zoho Desk

What is Zoho Desk?

Working of Zoho Desk:

The benefit of Zoho Desk For Customer Service:

Overshine Customer Service with Zoho Desk, Here’s how:

Work from Home Efficiently with Zoho Remotely

What is Zoho Remotely?

Remotely includes these Zoho apps:

Meet online and communicate from anywhere

Collaborate seamlessly from wherever you are

Remote assistance from anywhere

Achieve productivity when working remotely

Conclusion