Let's optimize your CRM for pumpkin spice latte season in 6 easy steps. You read that right. We figure if there can be pumpkin spice everything (including toilet paper!) then we can #PSL your business operations.
Systems can be boring—like lukewarm gas station black coffee in a styrofoam cup boring–but your business can spice things up with customization. Even #PSL season allows for personalization with at least nine versions of milk. However, we hate to break it to you—Starbucks will forever spell your name wrong. Let’s have a bit of fun (‘tis the season) and grab eight ingredients to optimize your CRM.
We’ll wait here while you grab your #PSL.
Zoho CRM: Pumpkin
Like any #PSL, we’re going to start with the main ingredient—pumpkin, or in this case Zoho CRM. Starting with the primary foundation will equip your business to build its backend from the ground up. Woggle is, no doubt, a fan of Zoho CRM. Its robust capabilities for customization and integrations are beyond impressive. It’s every bit of an all-in-one client management system.
Zoho’s marketing team says it best.
With Zoho CRM you can optimize your CRM, harness the power of omni-channel presence, segmentation, KPIs, predictive intelligence, and more to deliver personalized experiences that breed customer loyalty.
Zoho CRM allows your team to automate:
…and so much more!
Imagine the time and resources your team could save with most of your daily operations on total automation! Zoho CRM equips teams to focus more energy on the people they serve rather than the boring, mundane aspects of business. Even the most epic CRM is only as good as your efforts to customize it.
Just like a hot cup of plain pumpkin isn’t too great, Zoho One isn’t as useful without a little spice!
Add Your Own Fields: Cinnamon
What’s a #PSL without some cinnamon? Gross.
Zoho One puts you in the driver’s seat with complete autonomy on customization. One of the ways to optimize your CRM is by adding a dash of cinnamon (aka customized fields). Take DIY to the next level for your team by adding fully personalized fields for your business needs.
You can even build custom mobile apps to run your business beyond the desktop! Drag and drop design makes customizing fields fast and easy. Get on board with a platform that grows with your business—Zoho’s CRM is easily adaptable and customizable at every stage of your journey.
A pinch of nutmeg in a #PSL makes a huge difference.
Enter Zoho CRM’s workflows.
Here are just a few of the perks your team can glean from Zoho’s workflow perks:
Missed project deadlines
Neglecting to follow up with clients in prime time
✅ Gain ✅
Necessary info at a glance
User-friendly all-in-one platform
Better time management
Custom Functions: Cloves
Customization is the name of the game. Zoho CRM allows your team to create your platform on how you work. That means you personalize everything the way you need it and ditch anything that doesn’t serve your team in daily operations. Hear it straight from Zoho’s developers:
Zoho's configurations and customizations help you adapt your CRM to the way your team works. Control how information passes through your pipeline with custom modules, fields, and buttons. Optimize your CRM by picking and choosing the features you need most with native and third-party apps available through the Zoho Marketplace.
Now, this is a winning feature! Zoho allows your team to develop custom scripts to automate the routine CRM tasks that your organization performs most often and help your sales team focus on their most critical tasks. Client scripts are the ginger to our latte—something you didn’t think you needed, but it makes all the difference. This “pinch of ginger” allows your team to cater to client needs from the get-go.
Even better, your team doesn’t risk data security!
Canvas Views: Allspice
Design the CRM of your dreams with Canvas Studio! Zoho goes the extra mile with its fully customizable design options. Ditch a boring database and adopt a clean, easy-to-use platform that engages users and equips you to stay organized. Design experience isn’t necessary! In fact, the drag-and-drop studio makes customization easy!
Thanks “a latte” for reading this post. We’re excited to help you explore the capabilities of how you can easily optimize your CRM with Zoho CRM. Get in touch with our team to schedule a free consultation.