Adept Cloud and Zoho CRM FAQ

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Setting up Zoho CRM for Estate Agencies?

Zoho is one of the best estate agent CRM software packages because it accommodates for the diverse range of challenges that estate agents and their companies face day to day. Zoho CRM can be bespoke crafted to handle inbound requests, to prepare quotes with company brandingand even for selling property. When setup correctly Zoho CRM can handle the end-to-end process management for estate agentsZoho CRM can be managed on both desktop and mobile, allowing agents make use of the system wherever they are. 

Estate Agents find the use of a CRM particularly important because of the importance in the industry of nurturing relationships to build the necessary trust to ultimately reach a sale. The use of Zoho enables the user to track their contact with certain individuals, building rapport as they ensure that no point of contact is ever forgotten. Using Blueprints Zoho can also be setup to ensure your agents take the correct action at the exact pre-intended specific points. This should lead to a happier customer base which in turn will bring in more referrals.  

Key features of Zoho CRM for the property industry include;  

Email Campaigns: Integrate Zoho Campaigns with the CRM system to create mail-shots to send to your database, segment the data further using the information on your CRM to create targeted emails to specific groups and run A/B testing to learn ever more on how to interact with the client base.    

Project Management: Keep an eye on all projects as they make their way through the sales pipeline, ensuring that all activity is undertaken at the correct time. 

Marketplace Integration: Zoho marketplace allows you to choose a number of additional programs to integrate with your CRM. Use this capability to ensure the tools you wish to use are speaking to your CRM. 

Customer access to portals: Make use of Zoho Desk to allow sellers and buyers to directly communicate with your business through a portal. All information added here can be recorded against the person in your CRM. 

Why Zoho CRM should be used for insurance companies?

Zoho CRM can be used to address the specific needs of insurance brokers and providers. Within it you can organise your leads and incoming claims, the system can be automated to create activities for the right members of your team at the right time as these progress. Zoho can be used to manage multiple policies, whilst aiding your agents to close deals and build lasting relationships. 

Key features of Zoho CRM for the Insurance industry include;  

Marketplace Integration: Zoho marketplace allows you to choose several additional programs to integrate with your CRM. Use this capability to ensure the external tools you wish to use are speaking to your CRM. 

Mobile App: Allows your agents out and about to make use of everything Zoho CRM has to offer. 

User-friendly/bespoke dashboards and interface: Create dashboards specific to job roles or make them bespoke for individuals as they find their optimum way of working with the system.  

Zoho SalesIQ sales assistant: Integrate Zoho SalesIQ with the CRM and setup automated, curated messages based upon your website visitor activity or source of referral. SalesIQ also allows for live chat with customers on the website. 

Is Zoho the right CRM for Non-Profits?

Zoho CRM can be setup to be a stakeholder relationship management system. Use the system to communicate with stakeholders, as well as enticing and retaining your donors and volunteers. Zoho CRM has a searchable database, and can be integrated with Zoho Books or Finance Plus to keep track of spending. Non-profit projects can be very complex but Zoho CRM allows you to migrate your business information from spreadsheets and to automate your diverse range of processes. Zoho CRM also offers non-profits companies discounts on their membership 

Key features of Zoho CRM for Non-Profits;  

Automated Emailing Engage your stakeholders throughout with pre-made templates that are triggered when certain behaviours are met. 

Custom-build Modules: Map everyone from donors to volunteers to beneficiaries in their own modules and make use of Zoho Desk to create separate portals for each. 

Multi-Platform Presence: Zoho has integrations for Social Media, Website Live Chat, Email Campaigns, Whatsapp and SMS, helping you to improve brand visibility. 

Safe Transactions: Zoho checkout integration allow for consolidation of different payment methods. Available to those on mobile too. 

Webforms: Use Zoho Forms integration to collect information and store it straight into the CRM against new or existing contacts. The forms can be stand alone or embedded into webs pages. 

How Zoho CRM should be used for Service Businesses?

Service businesses need a CRM that allows them to be fast with their customer service to breed customer happinessCustomers will have much more desire for a personalised service, with contact-on-demand (including with members of the team in the field) and quick solutions. The organisation of all your data on Zoho CRM and automation of tasks and some communication makes this eminently more possible.  

Key features of Zoho CRM for Service Businesses 

Document management: Utilise Zoho CRM’s ability to hold data from all facets of your business. The integration of other apps and plug-ins means every document can be stored against relevant contacts and accounts, making their access a few clicks away.  

All Areas of Business in One Location: Zoho has stores all of your customers in a single location,  including your leads, contacts and accounts. All information against these can be accessed and is updated in real-time. 

GDPR compliant: Zoho CRM has a number of built-in features to help businesses stay compliant for GDPR and other EU & UK regulations. 

Access on the Move: Agents can provide usual services and be tracked by management when either are on the go using the mobile app. 

Should Travel Agencies use Zoho CRM?

Zoho CRM is great for use by Travel Agencies because it can be integrated along with Zoho Forms so that you can get all information entered onto your website directly added into your CRM. Depending on the information coming in you can segment your new leads and contacts so that the right team member takes ownership. For travel agencies there is often a vast number of clients in the system, you can reduce the workload on your team by creating pre-made email templates that automatically send out (making use of work-flows) at pre-defined times to the customers as they meet important milestones in their journey with you (i.e such as Itinerary and ‘Thank You emails). Templates can also be used to create branded quotes fast.   

Other Key Features of Zoho CRM for Travel Businesses 

Manage Campaigns on Multiple Platforms: Integrate Zoho Campaigns and Social to market your popular destinations across multiple platforms simultaneously. As all apps are interconnected, you’ll be able to monitor results and build a picture of which individuals react best to different platforms. 

Real Time Dashboards and Reports: Zoho CRM can have unlimited reports setup based to your exact requirements, these reports can be cloned and tweaked to present the life-data you need to see. In addition, dashboards can be setup for the individual or teams to show a range of data from across the modules, including any custom ones you need setting up. 

Is Zoho the correct CRM for the construction industry?

Adept Cloud will work with you to craft Zoho CRM to your bespoke requirements understand and craft a bespoke CRM system, designed specifically for your company needs. We train your team to use the software to its maximum potential, ensuring you can flourish in the face of the challenging construction market. 

Key Features of Zoho CRM; 

Real-time Access to Important Information CRM software is designed to save time & provide easy-access to tools making you more efficient and productive, including; 

  • Quick and secure access to customer historical and financial data. 
  • Real-time access to business data and analytics.  
  • Store all project-related documents for a customer in one centralised database. 

Your company will consist of different teams, each needing to follow their processes.  

  • Ensure Sales Reps follow up with their prospects & clients in a timely, effective manner. 
  • Make use of Blueprints to ensure no stage is progressed without the correct details. 
  • Easily see upcoming calls and tasks, as well as all notes against them. 

CRMs provide visibility of the entire sales cycle, including; 

  • What projects your sales reps are  prospecting. 
  • Where your prospects are in your bespoke staging cycle.  
  • How many clients your sales team members are working with. 
  • How your forecast is transitioning in the near future. 

As a company in the construction industry, you have to keep on top of many different areas. Through a CRM you can manage; 

  • Inbound and outbound leads. 
  • Marketing Campaigns.  
  • Following-up sales activities & analyse performance. 
  • Monitor Projects through to conception. 
Zoho CRM Implementation, Development, Training and Consultancy?

Adept Cloud are experts in Zoho CRM, offering consultation, trainingdevelopment and Implementation. 

Our consultants are experts in the use of Zoho and take the time to analyse your business’ needs and processes. We can deliver a working test system to allow you to trial and familiarise yourself with the system. Once happy with Zoho CRM, we can also implement Blueprints to ensure your team stick to the correct process and workflows to ensure that nothing is ever forgottenAs official Zoho partners we can also integrate Zoho’s 40+ additional products with your CRM so that you keep multiple facets of your business within a single location, whilst enhancing your means to operate and conduct business.  

How to set up and manage deals/opportunities/sales in Zoho CRM?

Zoho CRM makes the management of your deals/opportunities/sales particularly easy because it puts of them in one place, displaying all the crucial information. In Zoho CRM you can easily see which stage all of your opportunities sit, as well as the values, expected revenue, expected closing date and outstanding tasks (created manually or automatically by the system). Using Zoho’s dashboards and views you can pre-filter your view so that you see the projects that you are currently interested in. 

It might be that you require your CRM to manage opportunities that are very different in nature. In this case Zoho CRM allows you to create unique pipelines for each type of sale, create staging that is unique to each with automatic workflows to trigger tasks and blueprints to ensure your sales team behave in the correct fashion when advancing the stages. 

Zoho CRM now makes use of intelligent AI software in the form of Zia. Zia recommends the projects that need work now to ensure that those that might drop-off continue to ease down the pipeline. Zia can be controlled with simple voice commands and presents information and reports instantly. Take advantage of the app to have access to Zia on the move. 

Adept Cloud can setup your Zoho CRM system so you can access and create your quotes from within the deals/opportunities/sales module. As with the staging pipeline you might require some variance in your use of quotations, and this can all be setup using Zoho’s templates. Once created you may instantly email the Quote from your email address via the CRM.  

Zoho CRM’s reports are easy to learn and create and that can be utilised to produce in-depth reports showing where your sales team have opportunities and where they are falling short. Make your own charts or tweak the pre-created ones to gain control of reporting (these can be setup to send on a schedule) with live data. 

As well as reportage you can setup your team’s or your individuals’ home pages so that they can see their targets for a period and what they need to achieve it.

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