Zoho Campaigns vs MailChimp

Email marketing is integral to business growth. 

Time and time again, email campaigns outperform social media when it comes to seeing a return on investment (ROI). For every $1 you spend on email marketing, you can expect an average return of $40.

Who does email campaigns best? 

Well, we knew you’d ask so we created this snazzy comparison article for you. We’ll jump in and compare two of the leaders in email marketing campaigns–Zoho Campaigns and MailChimp. First, let’s explore a few tips for choosing an email platform that works for your business.

email campaigns

3 Tips for Choosing an Email Platform

Not all email campaign platforms are created equally which is a great thing in the long run. You want a platform that will meet your goals and have enough grit to provide the data you need to track performance.

  1. Have a deep understanding of your target audience. Sending emails without an intentional strategy in place is like shooting arrows in the dark. Understand your target audience and how/when they want to hear from your business. 
  1. Invest in a platform that does more than send emails. Here are a few questions to keep in mind when shopping for the best email campaign platform.
  1. Dig deep and understand how the platform reflects data. Are email recipients clicking through to your website and/or call to action? What is the open rate of your emails? How does the data inform your next marketing move?

These are three basic tips, but they’ll help you stay focused on picking what works best for your campaign and your business as it grows.

email campaigns

Visual Comparison of Zoho Campaigns and MailChimp

Pro Tip: If you’re curious about the wider world of Zoho, we think you’ll like to read up on these Zoho blog posts.

Zoho CRM vs. Hubspot

How Zoho SalesIQ’s Customer-First Approach Can Boost Your Business

How Zoho Campaigns Outshines MailChimp

As official Zoho Partners, we may seem bias, but the truth is–we’re sold on the benefits of Zoho because we use it every day. These features alone make Zoho Campaigns the better email platform.

Integrates Seamlessly with Zoho CRM

Already a fan of Zoho? The fun doesn’t stop there! Connect with a wide range of apps from Zoho suite, bring in more subscribers and see how campaigns perform in real-time. 

An Email Campaign with Epic Data

Observe your marketing’s progress with reports on email opens, clicks, etc. See understanding more detailed reports of a campaigns' performance with campaign-based and list-based reports.

Customize Your Campaign’s Automations

Trigger emails based on customer behavior (click-through, re-engagement emails, welcome emails after opt-ins, etc.). The magic is powerful and saves your team time!

Easy-to-Use Email Templates

You don’t have to be a graphic designer for Zoho Campaigns. The preset email templates are ready for you to fill in and conquer your email campaign. 

Save Money with Zoho Campaigns

Before You Go

Email marketing is worth its weight in gold and you don’t have to be an email campaign expert to get results. You just need a robust platform to automate. Our money is on Zoho Campaigns and many of our clients are tried and true fans, too. 

You can get started with Zoho Campaigns today for free!

Want to chat through the benefits with a real person? Book a free consultation with our team!

Application Spotlight: RingCentral App

Consider the RingCentral App your fairy godmother of communication.

Plot twist–you’ll be hanging around RingCentral without caring if you make it to the ball. No need to worry about those designer glass slippers or if you’ll make it home by midnight.

When you can communicate with your team from anywhere–any way you choose–and all from one app, you’ve officially “arrived”. 

Please note: RingCentral App apparently doesn’t keep you from stretching a metaphor too thin.

Now, onto the perks of this awesome app!

Increase Productivity with RingCentral App

Teams are an ecosystem in themselves. Typically, they consist of like-minded people who have similar goals, vastly different roles, and unique ways of working to get the job done. Your business may have a preferred way of chatting through project management, but we’re super fans of RingCentral’s App because it allows us to do our jobs better.

Here’s how!

We’re in sync (NSYNC on Casual Fridays). Communication is key when keeping a project rolling. How many projects have you dropped the ball on because important details fell through the cracks? We’ve been there, too. Keeping team communication in one spot is 100% guaranteed to boost team efficiency. 

Automatic status updates. RingCentral automatically lets your team know when you’re unavailable or in a meeting. Consider this the virtual variation of a “Do Not Disturb” sign on the door handle. Small, frequent interruptions during your workday may be costing your project time and money.

Celebrate flexibility! If your team is spread across time zones or all share a cubicle pod, you need an app that will give you flex space. Ring Central allows your team to stay in touch and share files seamlessly. 

Use the app to meet via:

These three reasons alone are enough to make us rave (raving fans, not 90s raves). There’s more to love than just the productivity perks. 

RingCentral App

RingCentral is a Life Hack for Project Management

Did you get the link I sent?

You sent a link?

I sent a link.

To me?

Yep.

*The first Monday email of all time.

RingCentral App

Share files: RingCentral App allows you to share files with your team during meetings without glitches, screens blocking the chat window, etc. Basically, this app allows your team to collaborate in real-time without losing time and focus on minimizing screens, switching platforms, and just making a mess of things.

Switch to mobile: Managing a team doesn’t have to be confined to your office desk. We love that RingCentral App makes it easy to switch from desktop to mobile for meetings and phone calls. If your laptop is running out of battery, you can effortlessly switch screens without interrupting the meeting. The folks at RingCentral also did project managers a favor by making scheduling meetings as easy as one click of a button.

Compatible with Google and Office: It’s amazing how much time RingCentral App saves our team and our clients. Having one platform for team and client meetings means we have data, important information, and upcoming events all in one hub when it comes to communications. It integrates with Google Calendar and Office 365 which is a perk!

Find what you need: Keyword search is robust in RingCentral, too! If you “drop” something within RingCentral, it’s not far from the surface. Being able to search meetings, files, and contacts within the app without fail is always a win for our team, too!

RingCentral Rules the Modern-Day Client Call

You either love client calls or hate them.

You’re either pacing before a meeting or sipping your coffee while exhibiting signs of superhuman chill.

There is no in-between.

Thankfully, we aren’t afraid of a client call or two because our clients are the best (and RingCentral makes client calls less scary). 

Here’s what we have experienced and appreciated about RingCentral App:

communication

Tip: If you’re passionate about getting your team set up for success, check out our post 7 Internal Team Issues That Can Be Fixed With the Right Platform.

Before You Go

RingCentral App helps teams keep their s*&%! Together when it comes to collaborating and having crystal clear communication (pun intended because…HD). 

Use the app to meet via:

Remember, the app is full of essentials for project managers:

We’re big fans of RingCentral and how they’ve done a solid job of keeping our team on the same page. Clients share their experiences with us all the time and RingCentral App always gets kudos for their easy-to-use app. Want to check it out for yourself? Request a quote here.

Want to find out how we can help you? Schedule a free consultation now!

Improve Your Zoho Skills Inside Zoho’s: The Workflow Academy

You may sit blankly staring out a window most days pondering, ‘If only there was a way to streamline my business operations and experience joy again.’ The reality is, your business doesn’t have to merely survive day-to-day. You can put systems in place that allow you to run your company more efficiently and finally feel like the boss you are (both literally and in the 80s lingo).

Workflow Academy

Enter Zoho, the one-stop shop for business automation goodness.

As official Zoho Partners, we are obviously huge fans of the platform and we see how its integrations improve business operations big and small.

We’ll also show no shame in admitting that Zoho is (beautifully) complex. It’s a platform that takes time to learn and ultimately, conquer.

Enter The Workflow Academy–where Zoho One begins to make a little more sense to the everyday user!

Afterall, every time a bell rings, a Zoho user becomes a Zoho Master (or something like that). 

What is Zoho’s The Workflow Academy?

In a nutshell, The Workflow Academy is the superior spot for Zoho training. Whether you’re the team’s Zoho Admin or are all-in hanging out in the deep end of the platform, The Workflow Academy has a course with your name on it.

Have you been on the fence about getting Zoho for your business?

Here’s your sign to go for it!

Oh, and a helpful statistic to drive the benefits home–92% of employees say having technology that helps them do their job efficiently affects their work satisfaction, according to a study by Ultimate Software.

Now that you know you can have an amazing platform to help run your business and learn how to master, what is there to lose?

Go ahead and make your free Zoho One account here.

We’ll wait for you!

[cheesy elevator music]

Congrats! You’re officially in the game with Zoho One now. 

Workflow Academy

Let’s continue to walk through the perks of TWA and get you enrolled in their free course.

Perks of The Workflow Academy 

At Woggle, we see clients that don’t realize the areas they’re losing valuable leads, revenue, or customer satisfaction until they start using Zoho and see the data roll in.

Spoiler alert: sometimes it’s areas they least expect or think they’re excelling in. 

Not only does your business thrive when problem areas are identified and remedied; employees are able to focus on what they do best with a little help from their friend (automation).

So, what does The Workflow Academy help Zoho users perfect?

Here’s what we love about the courses over at The Workflow Academy:

✅Their online courses are free to Zoho users (yes, please!).

✅Learning is made easy to access across all devices.

✅There are so many courses to choose from! (Zoho One, Zoho Books, Zoho Projects, oh my!)

✅Empowering your staff to understand Zoho on a deeper advanced level

✅Get a better understanding of how Zoho works on the backend

✅Learn how to properly architect a solution that will work for your company

✅Diagnose needs and find a partner that will work well with you to create a customized solution

Pro Tip: Read our  blog post on why hiring a Zoho consultant is the right move (objectively, of course).

Workflow Academy

As we mentioned, The Workflow Academy allows your business to pinpoint issues in your workflow that may be damaging customer satisfaction results. All businesses aren’t created equally and learning how to use Zoho will guide you to championing the unique nuances of each aspect of your business.

For example, your ideal client or customer may not need an extensive onboarding process, but setting it on autopilot can still save your company time (and time is money).

Still eager to learn more about how Zoho is an all-inclusive super machine for automation?

Read more about how Zoho SalesIQ’s Customer-First Approach Can Boost Your Business here.

The Workflow Academy for B2B and B2C

We’ve mentioned (obsessively) how Zoho integrations can skyrocket revenue, customer satisfaction, and daily operations. The real beauty of Zoho is the compatibility it has with both B2B and B2C models. 

The Workflow Academy equips your Zoho agency to know every small nuance of the platform as well as how to troubleshoot and personalize it for your unique business needs.

This means you become an expert on all things Zoho including:

The list goes on!

Zoho can feel like a complex beast, but really, it can be tamed! Investing in your knowledge of how your chosen CRM platform works is the best thing you can do for your business!

Read more about Zoho’s magical features like Zoho Surveys and Zoho Social in our other blog post.

Zoho training

Key Takeaways

The main gist? 

Your business can run as efficiently as you’re willing to invest in automation.

The Workflow Academy takes you from out of the loop to expert. Don’t be the person who invests in a phenomenal tool, but doesn’t learn how to use it.

Eager to learn more about The Workflow Academy? Check them out here!

Jump in head-first by opening a free Zoho account.

Zoho CRM vs Salesforce

Now that you’re convinced CRMs are more than worth it for your business, you’ve probably consulted the almighty Google and encountered your worst nightmare: options.  

Okay, okay- options are good to have (most of the time). However, when deciding what’s worth paying for and what’s not worth the risk, multiple options can get a bit overwhelming. 

Yummy options at the Thanksgiving table? Good. Many restaurant options when deciding where to go for dinner with your partner? Bad (very bad). 

Lucky for you, we are here to make one choice a little easier! Recently we took a look at Zoho CRM vs Hubspot’s CRM, and today we are diving into Zoho vs Salesforce Sales Cloud. Who will come out on top? Let’s see!

sales cloud

A Difference in Focus

Salesforce and Zoho have both created CRMs that help your business continuously grow and run smoothly. With that said, their focus over the years has been a little different. Zoho has placed more of an emphasis (and more of their budget) on research and development, while Salesforce focuses more on marketing and promotion. 

Zoho has found it important to develop a CRM fit for small/medium businesses all the way to enterprise level. Salesforce has focused more on the enterprise level and gradually worked their way to more mid-market ventures. 

While both approaches are absolutely fine, choosing between the two will depend on the size of your business and your goals!

User-friendliness and Customization

In terms of user-friendliness and how much experience you would need to operate the platform, Zoho CRM seems to be easier. Not that Salesforce is difficult to utilize, but Zoho truly caters to users of all experience levels. We noticed that Salesforce would probably be optimal if operated by a dedicated team. 

Both CRMs include a high level of customization capabilities (and you know we like that!) Salesforce’s Lightning App Builder seems to be top notch, allowing users to create custom layouts and records. A similar feature in Zoho would be Canvas. One customizable feature that is exclusive to Zoho CRM would be custom buttons, which is seemingly unavailable in Salesforce.

It’s worthwhile to note that with Salesforce, many of the customization features seem to only be available for higher packages. Customization for Zoho is much more accessible to all user levels.

Lead Approach

Lead gathering and nurturing is a huge component behind CRM usage, so both Zoho and Salesforce have solid process building and lead scoring features. In an all out feature battle between Zoho and Salesforce, Zoho seems to have a more comprehensive set of lead tools in their toolbox. Salesforce’s lead tools seem to be more basic, but there’s certainly nothing wrong with perfecting the basics! Again, choosing between the two will largely depend on what you and your business are looking for.

One cool feature to mention? Sales representatives can scan a business card and Zoho CRM will easily convert the information into a contact! Zoho CRM can also create leads from social media platforms, which you cannot do with Salesforce unless you pay for the Social Studio plugin.

 Although a little weaker with the social media  integrations, Salesforce can generate solid leads by integrating with Outlook and Gmail, which is definitely a convenient tool. 

CRM

Integrations

It’s no mystery that Zoho has some excellent integration capabilities (we talk about it constantly)! Unfortunately, this is where Salesforce really fell short for us.

With Zoho CRM, you can seamlessly integrate with over 40 other Zoho products like Zoho Books, Zoho Desk, and Zoho Sign; Salesforce doesn’t have that perk.

 One thing that really suffers from this lack of integration power? Team collaboration. Zoho CRM has Workplace, a convenient way to effectively communicate with coworkers and employees. Through apps like Cliq, Meeting, and Workdrive, you can share documents and updates with the click of a button. With Zoho CRM you can also incorporate third party applications like Microsoft Teams and Slack for ultimate team collaboration!

While Zoho users can integrate with third-party applications no matter the CRM edition, Salesforce only allows this in the top packages. You can’t utilize popular applications like ZenDesk, MailChimp or Quickbooks until you pay for the Professional or higher Salesforce Sales Cloud packages. 

What’s the Cost?

Ah, the inevitable price discussion. In a side by side comparison, Zoho is indeed cheaper than Salesforce Sales Cloud. Zoho also offers a free version of their CRM (with limited users), whereas Salesforce only has the free trial. Both offer a 30 day free trial.

Both pricing models are centered around standard (essentials), professional, enterprise, and ultimate packages. Each CRM bills you per user, offering monthly or annual subscriptions. So, again, depending on the size of your company and your ultimate goals, either could be the better fit- you’ll just have to decide which one is worth the investment! 

sales cloud

Wrapping Up

So, as an epic entrepreneur, what is your CRM focus? Leads? Integrations? Customization? Don’t worry, we’ll quit asking you questions (eventually)!

Whether you are just starting out or you’re a well-established business, there’s a CRM out there for you. It’s all about finding the one that suits your needs the best! Even though it requires a little bit of research, we are confident one will be a perfect fit. 

Let us know if you end up choosing Zoho CRM or Salesforce Sales Cloud- we’d love to hear your opinions on the topic!

Partner Spotlight: ZPortals

Sometimes things seem just too darn good to be true: Why is that priced so low? Why does this guy have so many open appointments? Why is this hotel so much cheaper than the surrounding hotels? Sometimes it saves you time and money to be skeptical (or it might just save you from being the subject of a horror movie down the road).   

Well Woggle friends, it just so happens we have done what we always do: tons of research about all the advantages and disadvantages behind a product. But guess what? We found something where we simply could not find a reason not to use it, no matter how deep we went digging! So, today we’d love to introduce you to this bundle of perfection: Zportals! 

zportals

What is Zportals?

Zportals gets its name from being aligned with one of our favorite companies: Zoho! We never thought using Zoho could get any easier, then Zportals entered the scene!

Zportals is a web portal plug-in that integrates with Zoho CRM and several other commonly used Zoho applications; it’s a one-stop shop for users to access all their Zoho products in one place. Instead of multiple apps and logins, users can simply go to their website and use Zportals for a unified and consolidated experience.

Although Zportals only currently integrates with 8 Zoho products (plus Google Maps), the options are endless for future integrations! And it’s worth mentioning that Zportals only works with WordPress sites– BUT there are ways around this if your site is not through WordPress. We’d explain this to you further, but to be honest, we just aren’t techy enough for that (so we’ll leave that piece to the experts). 

zportals

Advantages to jumping on the Zportals bandwagon

Okay, finally– a con! Zportals would not make a great name for a bandwagon! Anyways, we have compiled some (but certainly not all) advantages of using Zportals:

User friendly 

No need for coding skills here! Zportals makes it easy for you to set-up your portal and customize it to your liking. Set-up is a breeze, and there are a ton of resources on their website (and YouTube) to get you started. 

Customizable

While we are on the topic of customization, we might as well discuss how Zportals allows tons of it! You can customize individual client access and “sub” portals. You can also choose to allow clients to self-register or have to wait for an invite from your CRM. 

Your portal can be built to fully match your current website, ensuring brand consistency and avoiding confusion. Create an appealing summary of data for a client’s profile or embed videos. You can even incorporate links within a profile that are unique to that client’s history/information.

Tweak the layout, add banners, adjust the colors- you name it and you can customize it to your preferences. And if you happen to shift your brand around, the portal won’t be a nightmare to fix!

Secure

Zoho takes pride in their emphasis on data security, and Zportals is no different. Information is encrypted as it travels between your website and Zoho, plus you don’t have to worry about other data storage options and fees. Zportals customers can control what their clients can access and edit, giving them even more control over information.

zportals

Flexible 

There isn’t just one use for Zportals! No matter the type of business you have, you can probably utilize it in some way. Here are some great examples of business types that can benefit:

Marketing firms- Need to access a client’s social media account or other password protected accounts? Skip using something way less secure like emails or texts– Zportals allows secure transfer of sensitive information like this through the use of Zoho Vault. Additionally, the client would be able to access analytics and other valuable insight through their portal.

Subscription-based services (like cleaning services and yard maintenance) -  Through the clients portal, a company can share task lists and distribute invoices. The client can also easily manage their payment information and subscription details.

Human resources- Companies can utilize Zportals for training and onboarding, as well as access to documents and getting contracts signed. 

Ecommerce- A product-based website can use Zportals to help clients access purchase histories and other information. It can integrate with Zoho Inventory, keeping track of what’s in stock and what to reorder. 

Portals can also be used for customers to register product serial numbers for a rebate/coupon. Zoho can determine whether that serial number has already been registered or not and keep track of all information along those lines. 

Real estate- If you’ve ever purchased a house, you very well could have utilized a portal through your realtor. A portal like this allows for easy and efficient communication and timely updates on new properties. Plus, being another document-heavy process, a portal could easily make this portion simpler. 

Accounting firm/CPA- Avoiding the never-ending paperwork that comes with managing people’s finances? A solution like Zportals may help with this! Integrate with Zoho Books and keep all the numbers easily accessible in one place. Subportals can be created if a client does both their personal taxes and business taxes through the same CPA (because who really wants to sift through that potential mess?)

web portal plug-in

The Takeaway 

Who wants to build brand loyalty, increase website traffic and manage all their Zoho products in one place? We certainly do!  If that sounds like something that may interest you and your company, you may want to consider Zportals. We can almost guarantee they have a solution that is just what you and your clients need! Check them out today!

Want to find out how we can help you? Book a free consultation with our team, and we’ll see how your business can go from striving to thriving.

Zoho CRM vs Hubspot

We have officially entered the era of data-backed decisions and online solutions! Yes, gone are the days of endless file cabinets and office trinkets most millennials wouldn’t be able to identify (we’ll let you use your imagination on that one). 

It’s 2022– you probably wouldn’t be where you are without a solid website or some kind of SaAS running behind your operations. What tactics and strategies have you added to your business that has helped with sustainable growth and continued success? 

If your answer doesn’t include a CRM, but you have seriously contemplated utilizing a CRM, you’re in the right place! We definitely encourage business owners to give CRMs a try, and we imagine managing your customer relationships (along with just about everything else), all from one place is pretty tempting!

The right CRM solution is going to be different for every business. So, for the indecisive entrepreneurs or the biz owners that just can’t commit, we have done a quick comparison between 2 top CRMs: Zoho and Hubspot!

Zoho CRM

Zoho vs Hubspot: The Similarities

One main similarity between Zoho and Hubspot? Both CRMs are popular and help people effectively run their businesses every day! Now for some more technical similarities: 

User-friendly- When considering customer feedback, both seem to be very user-friendly. New to the CRM world? No problem! Both are known to have interfaces that are decently simplified and easy to figure out. According to our research, Hubspot seems to be slightly easier to use overall, but Zoho has tons of accessible resources if you can’t figure something out.

Preferred by certain industries- If you ask other professionals within your business niche, they may very well have the CRM that’s worked best for them. Keep in mind that business owners have probably not tried multiple CRMs to give a fully fair comparison! With that said, Zoho CRM is a pretty clear front runner in the real estate industry, while Hubspot seems to be favored by the insurance industry. With a quick Google search, you may find some useful insight about the best CRM for your industry!

Plenty of options- Both Hubspot and Zoho have multiple plan options, giving you the ability to choose what best suits your business. They also both offer free trials so you can see if it’s even worth your time in the first place!

Zoho vs Hubspot

Zoho vs Hubspot: The Differences

Customization

One thing we often talk about on our blog is customization. We love a good customization situation! The one-size-fits-all mentality is just not for us; we’d rather be able to pick a good fit versus overpaying for features we’ll never use or items we can’t tailor to our needs. 

With that said, Zoho CRM seems to be immensely better on the customization front. Sure, you can customize things on Hubspot, but Zoho allows you to customize buttons, user experiences, record designs, and even sales stages. An added benefit? Sandbox- a testing environment that allows you to test out changes without immediately causing all kinds of disruption (hey, you may change your mind). 

And remember when we mentioned data-backed decisions? This kind of data gets to you and your team through reports, and Zoho allows you to access customized reports no matter the plan! With Hubspot you can only do this with the Professional and Enterprise plans. 

Integrations

Zoho has an entire product devoted to social media: Zoho Social. This product comes integrated with Zoho CRM and easily connects all social accounts, including your Google profile. Unfortunately,  Hubspot lacks most social media analysis and integrations. 

Both Zoho and Hubspot come with a whirlwind of third-party integration options. However, you have to seriously consider what applications and software you already use (or plan to use) before making a CRM choice. This is because each CRM has a lengthy list of integrations, but that list might not include what you need. For instance, Hubspot does not integrate with Google Analytics or PayPal (and that could be problematic). 

Zoho vs Hubspot

Automation

Fact: Automating processes saves you time and money. Therefore, you’d expect your CRM to be decently helpful in this area, right? Good news: both Zoho and Hubspot allow you to automate many things, from lead scoring to de-duplicating contact data. However, a lot of these features are only accessible with Hubspot’s top plans, whereas you can access with Zoho for far less money. 

Zoho also uses AI to do all sorts of things, including identifying patterns, analyzing data, and making workflow suggestions. Although Hubspot gives the ability to automate items like email alerts and triggers, it lacks AI and its tremendous contribution to automating tasks. 

Pricing

If you take a look at pricing for Zoho vs Hubspot, you’ll initially be shocked at the difference, However, you have to take into consideration that Zoho CRM is priced per user and Hubspot is not. 

Zoho’s free CRM plan allows up to 3 users, while Hubspot is seemingly unlimited. But even with unlimited users, you will be much more limited on Hubspot's free and starter plans. Zoho gives access to a lot more features at a much lower price point, making it great for smaller businesses on a limited budget. 

Zoho’s pricing plan also allows better scalability, given that growing businesses could quickly be priced out of Hubspot. Not to mention, a lack of automation options can make smooth scalability even more difficult. 

The Takeaway

It’s no mystery that both CRMs are solid options. Whether you go with Zoho or Hubspot, just make sure it suits your business needs and gets the most out of your hard-earned money! 

And as always, let us know what you think of your experience with either CRM– we’re always curious!

Want to find out how we can help you?
Let’s chat.

What is the Voice of the Customer? New Feature Spotlight: VoC for Zoho CRM

The ‘customer is always right’ ideology has been a staple in businesses for quite some time. And in case you are wondering: yes, this even includes the more…difficult customers (we figured we’d have to clear that up sooner than later). 

When it comes to the success of any business (no matter the size), listening to customer opinions and feedback will never lose importance. That’s where the rising emphasis on the Voice of the Customer (VoC) comes in– businesses have to constantly consider customer feedback and figure out how it should/can be incorporated in future actions and changes.

While not exactly a brand new concept, there are new and fresh ways to tackle the VoC challenge, especially within CRMs like Zoho. Let’s dive a little more into this concept of VoC and why it’s important to your business!

Voice of the Customer

A deeper look at the Voice of the Customer (VoC)

When we use the phrase Voice of the Customer (VoC), we don’t just mean customer feedback! VoC refers to methods of collecting feedback, analyzing this feedback, and figuring out ways to improve your business with what you decipher. 

In reality, will our businesses truly succeed without considering customer opinions? The answer is a definite no; no matter how hard you try, you cannot properly operate without taking feedback into strong consideration. 

And let’s face it, you are there to serve your customer base, right? The success of your business heavily depends on customer satisfaction! There’s no sustainable way to ignore feedback.

Placing a bigger emphasis on the VoC will:

Now that you are convinced to more seriously consider the VoC, let’s take a look at some tactics!

Ok, so how do I start incorporating the VoC into my biz?

What is the best way to approach the VoC? There’s no surefire method that will work for every business! You have to figure out the right message and how to effectively communicate with your customer base, so not all methods are necessarily equal. 

A great place to start (and one we often recommend) is Zoho’s CRM. CRM = Customer Relationship Management– you can’t go wrong with something that has the words customer and relationship right in the title!  

No matter your situation, it’s best to first take a look at all the products Zoho CRM has to offer and decide what would best suit your business. Then, you can choose your own set of applications and create a model that will best cater to the voice of your customer. 

What Zoho products can help me with this?

Let’s start with products that deal with more direct customer feedback:

Zoho Social- Social media is a scary challenge to tackle– so many platforms and so many things you might miss! Does social media tend to leave you overwhelmed? (It definitely overwhelms us about 98% of the time!)

With Zoho Social, you can manage DMs (direct messages) from all your platforms all in one place. Zoho will even gather contact details from these conversations and create a work ticket if necessary.

Zoho Social keeps track of Google reviews and questions, social mentions, and wherever your biz is the hot topic of conversation! Pretty appealing to have an app track this kind of thing rather than scroll and search for hours on end!

Zoho Surveys- You know where we are going with this! What better way to understand the VoC than asking customers directly? Zoho Surveys allows you to create customized surveys, even offering over 250 templates to make the process that much easier for you. 

Want to ask some questions on Facebook? Okay! Want to send an email survey? Zoho has you covered! Reach customers in whatever way you need to and get the valuable feedback you seek!

VoC

Let’s chat about Zoho products that deal with more of the customer service/marketing side of things:

Zoho Desk- If you let it, this product can contribute a large piece to that customer service puzzle! Just because you have a small business, you shouldn’t be limited to low-tech options. Zoho Desk helps you simplify customer service operations and build a lasting relationship with your customers!

Zoho Desk utilizes AI to tag tickets and send them to the correct employee. It can also identify customer sentiment and set aside issues that caused a negative reaction for further research down the road. Track agent activity, automate follow-ups, and integrate with applications you already use.

Zoho Desk will analyze data and patterns to well-equip you for future decisions. Plus, even though it’s high-tech, your customer will still have a super personalized experience! 

Zoho Sales- Sure, the name seems simple– but we all know the strategies behind ‘sales’ are much more complex! A key part of sales is catering to your audience and cultivating a relationship with your customers. With Zoho Sales, you can analyze content performance, where site visitors spend their time, and figure out the best way to start conversations with prospective customers. Sync data with Zoho CRM and create a fine-tuned message for your audience!

VoC

Wrapping Up

The Voice of the Customer may seem like an overwhelming and complicated adventure, but it doesn’t have to be. You already consider the voice of your own customers on a daily business whether you realize it or not! 

The key takeaway here is figuring out how to use the data behind the VoC and tailor your operations for ultimate customer satisfaction! There’s always room for improvement, and Zoho’s CRM is ready to help, and so are we!

Zoho CRM isn't just for B2B, it's also great for B2C

Perfected marketing. Glowing reviews. Huge profits.

We’re not asking for much, right? 

Just kidding– we know there’s no perfect algorithm or approach to business. We also know not every customer will be happy and not every transaction will go smoothly. Mistakes will be made and learned from…and probably made and learned from again. 

But whether you’re selling to other businesses or directly to consumers, a CRM like Zoho CRM is going to get you closer to your goals than you even realize!

We talk a lot about B2B approaches, so today let’s focus on why Zoho CRM could be just the thing your B2C biz needs!

Let’s dissect B2C and B2B

There are a whole lot of acronyms out there in the business world (and the world in general), and we don’t expect you to know them all. However, B2C and B2B are two commonly used phrases and it’s good to know the difference between them.

Both refer to selling something (whether a product or service) to someone else. They differ in who the intended buyer is and what category that buyer would fall into. 

B2B stands for Business to Business, and refers to companies that sell to other companies. Zoho and all its offerings, for instance, would be considered B2B. 

B2C stands for Business to Consumer and refers to companies that focus on selling to individual people. 

The difference seems pretty obvious, but what really makes them different is the approach companies take and the buyer process. Sure, whether B2B or B2C, companies are going to market what they offer and try to entice their ideal audience. When you market to another business, however, it’s an entirely separate ball game: that buyer has to run their options through coworkers and managers. They might even have to run purchase decisions through multiple departments and be obligated to stick within a budget.

A B2C model can target impulse buyers and trendy markets; it can think more short-term. Individual consumers will consider both low-price items and high-price items, whereas B2B buyers will often be spending quite a bit to achieve a long-term purpose. B2C companies are all around you– they sell dog food, sneakers, cell phones, and whatever else you may need on a daily basis. 

Zoho CRM

IYKYK the importance of CRMs for B2Cs

Not the best use of acronyms, but you get the point. So back to what we mentioned earlier: How can a CRM be helpful to a B2C model? 

First, let’s review what a CRM is: 

CRM stands for Customer Relationship Management and the meaning is pretty straightforward– CRMS focus on obtaining customers, convincing customers to make a purchase, and building and maintaining these customer relationships. 

Keeping a close eye on the sales funnel and what works (and what doesn’t work) creates valuable insight for companies. How did they find a customer? What information did they initially obtain? At what point did the customer transition from a shopper to a buyer?

CRMs help collect information, develop leads, and create conversions. They also help you follow-up with customers.

Without a CRM like Zoho CRM, lots of information can get lost in the chaos. Many opportunities can be missed and companies may struggle to grow. Effectively using a CRM can help create loyal customers and make your business completely scalable.

B2C

What can Zoho CRM do for a B2C biz?

Expanding further on what we discussed above, Zoho CRM can help your business in so many ways:

Collect valuable metrics - Easily create sales reports and view analytics with one click. Share these reports with the team and use them for process improvement. Analyze your sales funnel and its effectiveness while keeping tons of valuable information organized and attainable. Make smarter, data-backed decisions!

Organize leads and contacts- Zoho allows you to merge other CRMS with their system so you can have all your data in one place. It will also help you collect contact info and determine what leads are worth pursuing. They have products like SalesIQ to make this piece even more seamless. 

Analyze your process- Zoho CRM will help you take a look at your sales processes and figure out where some holes could be. Define a process for your sales team with Zoho’s Blueprint function and optimize each step through the sales pipeline.

Communicate with customers- After all, customers are the focus with CRMs! Keep in touch with both actual customers and potential customers through email, social media and your website. Keep involved in the conversation people are having about your business!

Manage inventory- Zoho CRM is not just limited to contact information! Let it help manage your inventory and keep your ecommerce side operating better than ever.

Familiar integrations- We love to see some awesome integrations, and Zoho has a lonnngggg list of them! Many of these integrations are applications and companies you are beyond familiar with, which is a huge plus.

One of the best ones? Google Ads! Your business won’t get far without the help of Google, so why not have your CRM work alongside it? Other great integrations that you’ll recognize are Shopify, Quickbooks, SurveyMonkey and the entire G-suite!

Great Zoho integrations- Easily add on Zoho’s 40 other products and create the ultimate combo for your business needs. You even have the option to upgrade to Zoho CRM Plus or Zoho One and immediately get more benefits from their additional features!

Zoho CRM

The takeaway

If it isn’t already clear, we are huge fans of Zoho CRM here at Woggle! We also happen to be huge fans of a smooth process and a successful business– good thing they all go hand in hand!

Invest in your customer relationship and mitigate some of those unnecessary headaches– give Zoho CRM a try!

What is a Sales Order and why use it?

Sales orders may be something you never thought you would voluntarily read a blog post about, but boy are we ready to rock your world!

Okay, let’s be honest here: There’s no surefire way to make the topic of sales orders exciting, but there are definitely some undeniable reasons for why you should be using them in your product-based business! 

Is it hard to imagine incorporating more forms and steps? Does it seem overwhelming to alter/add to your current process? These concerns are all understandable! We totally get it, and  we’re here to show why a little extra virtual paperwork might not be such a bad thing for your biz!

Let’s talk basics

All the terms within a sales process can get repetitive and confusing. So what is the difference between these terms you hear all the time? Well, let’s start with the first part of most sales processes: the quote.

A quote is the estimate a potential buyer/customer would request from a seller. In return, the seller creates a quote consisting of prices and other pertinent details about a potential purchase. 

Next, you would have a purchase order (if the customer decides to make the purchase based on the quote). A purchase order is an official document and details what the customer plans to buy from the vendor. 

Following the customer’s intent to buy, a sales order comes into play. A sales order will accept conditions laid out in the purchase order and reflect other details about the transaction. A sales order will contain items like delivery information, timelines, and payment method. It also includes prices and quantities. 

To sum up the whole process, an invoice is sent. Invoices reflect information confirmed in the sales order, but focus more on collecting payment from the buyer. 

sales order

Benefits of incorporating sales orders

Everyone benefits

For starters, sales orders are the only piece mentioned above that reflect the interests of both parties involved. A quote is controlled by the seller. A purchase order is controlled by the buyer. The invoice is for the seller’s benefit (gotta get that cash!). 

A sales order, however, represents what both the buyer and seller need from a purchase; it reflects both sides of a sale. 

Does the sales order accurately line up with the purchase order? Does the seller have the inventory needed to ship immediately? A sales order keeps both parties in the loop and ensures a successful transaction. 

Stop fearing those audits

Sales orders can give you some extra beneficial data for reference down the road. No one wants to be audited– but it’s just a part of being a business owner. Wouldn’t it be nice to have a few extra bits of information for peace of mind and an easier process? Wouldn’t it be convenient to have a better trail with less likelihood of getting lost combing through years of sales? Sales orders give you more precise documentation that can really help with compliance and save you major hassles. 

Grow that business

Back to the less scary stuff: this extra data can even help your business grow and succeed! Yes, you read that right, a simple sales order is better for your business! 

Sales orders can help you better track inventory and make helpful projections about future needs. 

For instance, if you have a frequent customer that keeps making multiple purchases within a short time frame, you can use sales order data to optimize and properly manage your inventory process. Know when to order items and know when to hold them for customers. Not to mention, you can create multiple sales orders for this customer and only send out one invoice! Save yourself some time and effort, while continuing to collect useful information.

sales order

You’re not alone

Aw, did that sentiment give you the warm fuzzies? Well, we aren’t lying: you have the support you need to run a successful business! So if you are overwhelmed about dealing with this sales order stuff alone, have no fear- Zoho Books is here!

No, but seriously, Zoho Books can truly guide you through a potentially confusing process. Not sure how to even create a sales order? Zoho has templates. Have multiple brands that are getting hard to juggle? Zoho Books can juggle them for you! You can personalize your sales order and create a separate style for each of your brands.

sales order

Zoho Books also makes it super simple to convert a quote into sales order all in one place. Then once it’s time to collect payment, easily convert it to an invoice! All it takes is one click from a drop down menu.

Only have the inventory for part of the order? Zoho Books can help you send a partial invoice so you can go ahead and send the stock you have! Make the customer feel appreciated and build a trusting relationship by not making them wait forever for their order!

Zoho Books even lets you switch sales orders to purchase orders so you can buy that inventory you’re missing! And like with all things Zoho, you get valuable insights and information as you go. Plus, you can easily communicate anything you want to your sales teams and coworkers. 

The takeaway

Now that you understand why sales orders are important, we hope you feel better about incorporating them into your business! Make that sale and keep those customers coming back by continually improving your sales processes! 

Zoho Books is a great way to manage this crucial aspect of your business, and we can’t wait to hear how some simple changes will benefit your biz!

Want to find out how we can help you? Book a FREE consultation!

What's The Difference Between Evergreen And Broadcast Campaigns? When To Use Both.

If you have missed the email campaign train (excuse the rhyme), then you have missed a major marketing opportunity. Businesses of all types are building their email lists and utilizing this method to communicate updates, sales and so much more!

Are recipients guaranteed to open every email? Nope, but they are on that list for a reason- whether they already made a purchase or expressed some sort of interest in your company! 

So, what is your business missing out on by not catering to a well-established group of subscribers? Good news: it’s not too late to jump back on that email campaign train! And with some additional clarification on different types of content and campaigns, you’ll be an expert in no time!

email campaigns

Let’s Talk About Email

Did you know over 4 billion people use email on a daily basis? And by 2023, that number is only expected to grow. A majority of email users check their inboxes more than once a day and it’s how they find/receive the most coupons and promotions.

broadcast and evergreen campaigns

Businesses of all sizes and niches utilize email campaigns, so don’t worry about your business not being a “great fit” or not being “big enough”. It’s all about testing out what works the best for your specific situation and catering your content for optimized results.

Speaking of content, that leads us to our next pertinent topic: types of email campaigns and the content they include! 

Let’s Talk About Evergreen Campaigns

In case you’re wondering if you accidentally clicked the wrong link, this isn’t an article about trees. However, it just so happens that the term is named after evergreen trees, considering they don’t lose their leaves and remain consistent no matter the season!

When we refer to evergreen content, we are talking about content that remains relevant and relatable for a long period of time. Ideally, you can use evergreen content for years without it becoming outdated or irrelevant.

Evergreen content is great because of its ‘one and done’ vibe, which ends up saving you a lot of time and effort. Create some evergreen content once and use it over and over again. It’s great for editing a bit and repurposing down the line (with minimal work required). 

If you take this concept and apply it to email, you have (drumroll, please): an evergreen email campaign! It’s consistent and does a great job with helping you build a relationship with subscribers. 

Let’s look at some things that would fall into this category:

What to avoid:

× Anything seasonal

× News articles

× Anything considered trendy

Let’s Talk About Broadcast Campaigns

Broadcast campaigns are quite the opposite of evergreen campaigns, and (in our opinion) much easier to understand and create.

Broadcast campaigns are your standard time-sensitive emails where in a month or even a few days they can have a totally different meaning. This is probably the bulk of what appears in your inbox, especially from stores and restaurants. 

Although broadcast campaigns aren’t going to be part of the “one and done” mindset like evergreen campaigns, they are good ways to get attention quickly.

 Some examples from this category would be:

With broadcast campaigns, you don’t really need to worry about what to avoid. Honestly, the options are endless with this one! They are a great way to attract attention and create a quick uptick in revenue. 

broadcast and evergreen campaigns

Let’s Talk About Next Steps

So, all this information is great, right? But what about how to proceed? Which type of campaign is working better? How will you know what to change or what to add? How will you know if this email stuff is worth it??

That’s where Zoho Campaigns comes in! You don’t have to be alone in this email maze, paying for multiple services recommended by multiple blog posts. Zoho Campaigns is a one-stop shop for your email marketing needs!

Not only will it automate processes for you and cultivate a growing subscriber list, but Zoho Campaigns allows you to conduct A/B testing and determine what’s actually working the best!

Test out types of content (ahem, like evergreen vs broadcast) while tailoring your intended audience. 

Zoho Campaigns will track who is opening your emails and all kinds of other helpful subscriber stats that will move your email marketing right along. You no longer have to fear that you’re wasting time on something that isn’t working– Zoho has your back!

email campaigns

The Takeaway

Email marketing can be super effective and doesn’t have to be a headache. Hopefully we have convinced you it’s not that hard to get started on your email campaign journey, and that there’s always resources ready to guide you out of a conundrum! 

As always, we’d love to hear about what works for you and what you can do without– after all, we care about your success! Until next time, Email Explorers…

Want to find out how we can help you? Let’s chat.