Improve LinkedIn Marketing with Zoho
Sara Beam Sara Beam

Improve LinkedIn Marketing with Zoho

60% of Linkedin users are between 25 and 34 years old, and with 810 million users, LinkedIn is a platform worth paying attention to. 40% of B2B marketers indicated LinkedIn as their most effective channel for driving high-quality leads. This post talks about how you can use Zoho to get the most from your LinkedIn Sales and Marketing efforts.

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Zoho CRM Leading the Lists in 2022
Sara Beam Sara Beam

Zoho CRM Leading the Lists in 2022

Every year, various publications and expert panels will test and rank software providers throughout the year. This is beneficial to those looking for a new system or to compare how the one they use measures up to the competition. You'll often see the same names; Salesforce, Hubspot, Pipedrive, but this year these well-known providers aren't at the top of the list; Zoho is.

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2022 CRM Statistics and Trends
Sara Beam Sara Beam

2022 CRM Statistics and Trends

As 2021 comes to an end, it's that time for 2022 CRM statistics and trends. CRMs are no longer just for sales or customer-facing teams; marketers can use CRMs to better understand the contacts they're communicating with, provide more personalized communication, and monitor how CTAs convert. Customer success teams can access a 360-degree view of the customer to provide a more tailored experience.

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Important Zoho Campaign Update - A simplified CRM-Campaigns sync
Sara Beam Sara Beam

Important Zoho Campaign Update - A simplified CRM-Campaigns sync

Zoho has spent this year improving the usability of their Campaigns platform. I've used Campaigns for years, but I will be the first to admit, it had its limitations. These updates address many of those. Any ABM (Account-Based Marketing) strategy has to be personalized. Personalization data (first name, company name, etc.) often come from the CRM, so a tightly integrated CRM and email marketing platform is vital for success.

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Zoho Campaigns Update: Segments, Workflow Enhancements, and Client Portals
Sara Beam Sara Beam

Zoho Campaigns Update: Segments, Workflow Enhancements, and Client Portals

Zoho Campaigns is busy updating features and making the use of this system more streamlined. The next round of updates from Zoho Campaigns include enhancements to Segments, Workflows, and Client Portals. Segments are not new, but they have been managed at the list level until now. With this update, you will be able to access all segments at the organization level.

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Better Email Personalization and Deliverability with Zoho Campaigns Topics Management
Sara Beam Sara Beam

Better Email Personalization and Deliverability with Zoho Campaigns Topics Management

Email marketing no longer consists of one type of email. You are likely sending various communications to your contacts, such as product updates, promotions, feature updates/changes, and newsletters. Topics Management with Zoho Campaigns gives your subscribers more control over the content they're interested in receiving and allows you to organize your contacts under these various topics to ensure you send the correct email to the right contact.

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Improve CRM User Adoption with Canvas from Zoho CRM
Sara Beam Sara Beam

Improve CRM User Adoption with Canvas from Zoho CRM

User adoption is one of the main challenges for CRM projects. The need to integrate your tools and processes to align with all departments has become a necessity and not just a nice to have. Canvas from Zoho CRM will make your CRM more user-friendly, aesthetically pleasing, and easy to use, all dramatically increasing the success of your CRM, in turn increasing sales.

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How to use Zoho for Data Management and Analysis
Sara Beam Sara Beam

How to use Zoho for Data Management and Analysis

Data is a word thrown around a lot and is an essential word in business. A CRM is a great solution to store this data, but your data must be prepped for accuracy before you can trust any analytics performed. You likely already know that Zoho CRM is the most customizable and affordable CRM on the market but, two platforms you're probably not as familiar with are Zoho DataPrep and Zoho Analytics.

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Efficiently Design Beautiful Content with Canva in Zoho Social
Sara Beam Sara Beam

Efficiently Design Beautiful Content with Canva in Zoho Social

Zoho has integrated Canva with Zoho Social! Bringing design inside Zoho Social, giving your team one less app they have to use. The Design with Canva button is now available for Zoho Social customers who have subscribed to the Professional plan and above. You also must have an existing Canva account to access this feature.

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Zoho Campaigns vs. Marketing (Hub) Automation / SalesIQ 2.0
Sara Beam Sara Beam

Zoho Campaigns vs. Marketing (Hub) Automation / SalesIQ 2.0

What is the difference between Zoho Campaigns and Zoho Marketing (Hub) Automation? Which one should I be using? Should I migrate everything from one to the other? These are great questions, and if you're confused on these platforms, you're not alone. Zoho has recently made some significant updates to SalesIQ, which we will discuss that along with these Campaigns and Marketing Hub questions.

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Predict the Future and Improve Productivity with an AI-Powered CRM
Sara Beam Sara Beam

Predict the Future and Improve Productivity with an AI-Powered CRM

COVID-19 is changing businesses sales, marketing, and service processes. For teams to be successful, they will need tools and processes that support a positive customer experience. A CRM will increase customer satisfaction and experience, but AI will add even more value to your strategies and help your company stand out from your competition.

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How a Single Source of Truth Strategy can Unite Sales and Marketing
Sara Beam Sara Beam

How a Single Source of Truth Strategy can Unite Sales and Marketing

The ability to consistently communicate with customers, build stronger relationships, and offer new and exciting products largely depends on data. Creating a Single Source of Truth (SSOT) strategy for customer data is the first step in good customer data management and making more intelligent business decisions.

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Using Zoho for Customer Self-Service
Sara Beam Sara Beam

Using Zoho for Customer Self-Service

Customer self-service is the act of providing the tools to your customers that enable them to find the support they need without the influence of a company representative. Many CRM systems come equipped with features to help with your customer self-service strategy. These workflows must be adaptable and straightforward for your customer to use.

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How CRM Increases Customer Satisfaction & Customer Experience
Sara Beam Sara Beam

How CRM Increases Customer Satisfaction & Customer Experience

A customer who has a good experience is more likely to become a loyal, long-term customer who positively promotes your business. A recent study found 64% of customers feel their experience with a brand is more important than price when deciding to make a purchase. Providing a good customer experience is guaranteed to increase customer satisfaction.

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2021 CRM Statistics and Trends
Sara Beam Sara Beam

2021 CRM Statistics and Trends

CRM (Customer Relationship Management system) has evolved over the last few years to something more than a sales tool and a contact management system. It is a single source of truth for your customer and company data. As we head into 2021 and things continue to change, here are some CRM statistics and trends to watch to ensure your business stays one step ahead.

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CRM Implementation Timeline
Sara Beam Sara Beam

CRM Implementation Timeline

One of the questions I get asked most often is, "What is the length of time to effectively implement a CRM?." I don't think there is an answer to this question since there are many variables to consider. Some of those variables to consider include; the customization needed, data to be migrated or imported, and the number of users to onboard and train.

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Choosing the Right CRM for Your Business
Sara Beam Sara Beam

Choosing the Right CRM for Your Business

The end of the year is a great time to re-evaluate your internal systems and processes. CRM has now become a necessity to operate and grow your business. There are many things to consider and questions you ask yourself while choosing the right system for you. There are hundreds of CRM systems on the market today, and they're all different. This article isn't about which specific vendor to choose but advice to help guide you in making your decision.

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Aligning Your Methodology to Your CRM
Sara Beam Sara Beam

Aligning Your Methodology to Your CRM

A methodology is an approach to doing something. This includes a defined set of rules, methods, test activities, deliverables, and processes which typically serves to solve a specific problem. Every company has a unique methodology. Regardless of how you're company is using a CRM, it's vital to customize it to meet your business' unique workflows and processes.

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Design and Employ a CRM Implementation Team
Sara Beam Sara Beam

Design and Employ a CRM Implementation Team

CRM implementation is a journey, not a one-off technology project. An implementation team will ensure long-term success. Not all members of your organization will see the benefits of a CRM immediately or embrace it so it's vital to have a variety of personalities in your team. Here is a look at some of the key players you want on your team and how this team can help you achieve success.

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Give Your Sales Team Superpowers with a CRM
Sara Beam Sara Beam

Give Your Sales Team Superpowers with a CRM

There are many ways to standardize and encourage the use of your system. One way to increase user adoption is to demonstrate to your team how this tool will help them sell more (thus make more money) and make their lives easier. With this tool, they can spend more time with customers and prospects and less time on repetitive administrative tasks. Here are a few superpowers your team can look forward to with the correct use of a CRM.

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