5 Proven Ways Zoho CRM Crushes Your Sales Targets

Our client, a landscaper, had to deal with an awkward truth when spring hit: His low profit margins was nothing to do with the slow season, and everything to do with being outdone by his competitors.

He came to us because he realised his competitors were using a CRM and he was not. The signs were there: the automation, the quick follow-ups, the big-budget-level organisation.

Sidenote: CRM stands for Customer Relationship Management and it’s a digital tool used to streamline your business.

In any case, we recommended Zoho CRM, since it’s affordable and has all the features typical of a big-budget CRM, with none of the downsides.

But we also told him there’s no point downloading Zoho CRM and calling it a day. Building a CRM is only worth doing if it it has an effective strategy behind it that transforms the way you do business.

So for the landscaper, we took the time to understand his customer’s goals, challenges, and unique organisational assets. We didn’t just organise his data; we gave it purpose. By integrating and refining the data, we empowered him to narrate his customer’s journey.

The results were astounding: We achieved a 27% increase in net profit margins for our landscaping client after implementing our CRM solution.

He isn’t the only one. According to Freshworks, businesses that use a CRM are 86% more likely to exceed their sales goals than those that don’t.

Crazy, right?

And if you’re going to use Zoho platform, our Zoho consultancy services can help you find, build, and use the Zoho CRM to benefit your business from customisation, process modelling, or even CRM automation.

Let’s dive in and I’ll show you what I mean:

1. CRM Customisation 

Why settle for one-size-fits-all when your CRM should be as unique as your business?

 

Maybe you’re a construction company that wants to track subcontractor deliverables, manage project milestones, and integrate cost estimates with client approvals.

Maybe you’re a fitness trainer who wants to track client workout routines, send reminders for sessions, and log personal progress reports.

 

Whatever is your business and its objectives, experiencing Zoho CRM’s benefits doesn’t have to be a generic experience. Your business is unique and therefore your business should be too.

After configuring Zoho CRM to your specifications, it will enhance operations in all departments. This is suitable for businesses of any size, whether large or small. By doing this, your CRM will evolve as quickly as your business.

Caldere Associates’ approach to customising your Zoho CRM is entirely flexible, too.

At Caldere, we’ll equip you with the proper Zoho CRM training to shape your Zoho CRM into a tool that works in tandem with your business, instead of just being another bill on the expense report.

 2. Blueprint 

This clever feature within Zoho CRM acts like a friendly satnav for your sales pipeline, nudging users with timely actions, asking for just the right information at precisely the right moment, and ensuring every step unfolds in a perfectly orchestrated sequence.

Let’s break it down:

🗺Map out each stage of the journey

👥 Tie your team members to the right stages

🧭 Steer your team through the process

✅ Anchor information in the right context

🤖 Execute routine actions with Zoho CRM’s automation

3. Workflows & CRM Automation

Every business owner might relate to this: you’ve worked in corporate the majority of your life and now you want the freedom to build something that’s yours, with the skills and knowledge you’ve build over the years.

There’s only one problem…instead of working a steady 9-5 job with paid holidays, regular pay cheques, and a company car, you’re now tied down to a job that’s got you working 12 hours a day, every day.

“That’s the life of a small business owner…”

But does it have to be?

Fully customisable automation allows you to save time and resources so you don’t have to work on Christmas day. It re-empowers you as the business owner and gives you the freedom to think strategically. You shouldn’t have to be bogged down by the day-to-day tasks.

Automation and process modelling, therefore, is a critical requirement for any CRM solution. Since what’s the point in managing your customers if it doesn’t save time?

With Zoho CRM, you can automate your frequently repeated tasks and business processes using workflows. Examples of automation within the CRM are:

• Triggered by certain events: you can automatically trigger workflows based on pre-defined events like a new lead created or a user requesting to see their dashboard within Zoho CRM.
• Automation based on a user’s role: you can configure workflow rules that match the user’s position and automatically execute actions. For example, if an account manager logs in from home or an unfamiliar location, immediately email them. Request confirmation of their login before allowing access to other functionalities.
• Automation based on a user’s actions (or lack of): similarly, when you configure workflow actions for specific tasks, such as adding a new product and creating a sales order associated with that product, there will be no need for users to manually specify everything about each product in their sales order form. Zoho CRM does it automatically.

 

Remember! ⏰ Your automation may need to extend to another app via integrations.

4. Approval Process 

I don’t know about you but I’ve never understood why some small business owners swab the deck when they’re the captain of the ship!

And yet, it’s all too common: Being swamped under the nuanced tasks of managing employees, running the company, and constantly work towards improving its performance.

The truth is, not all business owners have to be swamped with work, but how can Zoho CRM hep you with that exactly?

According to McKinsey, business owners find decision-making eats up a large chunk of their time. Managers, for instance, spend about 37% of their time making decisions, with 58% of that time used ineffectively.

Crazy, right?

But with Zoho’s approvals, it keep you on top of all aspects of running your business. It’s a no-stone-left-unturned feature that let’s your team members request approvals.

The system generates an approval workflow using your chosen fields and any extra information needed at each step. This might include the required approver’s signature.

Also, with “Approver Groups”, you can define each person’s role in the organisation.

The irony of modern business is that the bigger you grow, the more bottleneck within your processes. Zoho CRM’s understands this issue and delivers automation so you’re free to focus on big-picture growth.

5. Multiple Sales Pipelines 

If you’re tired of a messy sales process, then Zoho CRM has a unique solution. It transform how you visualise your sales pipeline, making it clearer and more effective to crush your sales targets.

Different pipelines based on the sale stage tracks the progress of each deal, while Zoho CRM defines custom sales pipelines for other teams and products in your company.

With multiple sales pipelines, you can keep track of new leads, closed deals, or open leads, along with their status, queue ordering priority, and schedule ordering priority (if applicable).

You’re no longer sifting through the chaos as you now have 100% control when it comes to managing your leads.

Confused if Zoho CRM fits your business best? Download our free comparison tool and find out.

Whatever your company size or sector, Zoho CRM support you in managing your existing and potential customers.

However, as Buddha once said, “Do not believe in anything simply because you have heard it. Do not believe in anything because it is spoken and rumoured by many.”

And on that note, we agree! Zoho CRM is our number one CRM for helping clients path out their customer’s stories. But don’t take our word for it, download our CRM Comparison Tool right now.

The beauty of the CRM comparison tool lies in its simplicity. It cuts through the noise and hands you a clear, side-by-side breakdown of exactly how Zoho CRM stacks up against the competition, so you can make a confident, data-driven decision in minutes, not weeks.

🚨The Excel file contains macros, so users will need to enable them. It’s also recommended to run the file through an antivirus scanner to ensure it is safe for your system and environment. 🚨

Are your business goals fully aligned with Zoho CRM?

If Zoho CRM is your cup of tea and you’re looking for a simple or fully customisable solution, Caldere Associates imprints your businesses onto Zoho platform, so you have all the robust security options in place, and integration with other web apps.

Our Zoho consultancy services maps your unique processes into Zoho CRM, including Zoho CRM integrations with other applications such as accounts, invoices, and contacts.

Are you interested in connecting with your customers, searching customer data, and accomplishing your business goals?

If so, let’s start a conversation here.