Zoho CRM best practices

Zoho CRM best practicesZoho CRM is one of the popularCustomer Relationship Management (CRM) tool for small business. Worldwide many SMBs use Zoho CRM to manage their customer facing processes. This article explores some of the best practices for effectively using Zoho CRM.

What can you do with zoho crm?

Zoho CRM enables organizations manage their Prospects/Customers/Contacts in one place while helping them in tracking their Sales Pipeline and Forecasting. The users can track their Marketing Campaigns to evaluate the RoI of marketing efforts. The module related to Customer Support helps in Case and Solutions Management. For more detailed Customer support Zoho also has helpdesk and support softwares. Zoho CRm also helps users in Inventory Tracking and Supplier management.

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CRM Solutions for pharmaceutical industry

Pharma industry and CRMThe pharmaceutical industry comprises different fields including the development, manufacturing & marketing of medicines. These interdependent fields of pharma industry consist of manufacturers, marketers, & biotechnology companies. The CRM solution used by them depends on the nature of their sales processes.

In the following section we are describing the players in pharma industry and CRM solutions they typically use. [Read more…]

CRM resolutions of the day – images

Here are 10 CRM resolutions of the day for a Sales person. Use these images to motivate your sales team to use CRM and increase adoption. Click on the image to view and download. [Read more…]

How To Avert CRM Project Failure

No company would like their Customer Relationship Management (CRM) projects to fail. Despite all the good wishes – hundreds of CRM projects fail. Many of them fail to deliver while many fail to complete in the first place itself.

While working on many global CRM projects for some of the large multinationals I have learned to identify some of the key risks that lead to failure of the CRM projects (some of these items here can be generalized to all types of projects although). If we understand these risks and sensitize the project team and executive management with them – many of the project failures can be averted. [Read more…]

ABC of CRM

A

Account:

An Account represents a company, organization, business or a similar entity with whom you do business (and want to track in CRM).
Aka: Customer, Organization, Company

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Nurturing Customer Relationships Using CRM

Customer Relationship Management (CRM) comprises of three words – Customer, Relationship and Management. Most of the CRM have a transactional view of the customer – they are built on the premise that customer relationship is nothing but the transactions. While this view may be good for capturing and analyzing the data – it does not helps in nurturing the “Relationship” the most important leg CRM. [Read more…]