What is Zoho CRM? Best CRM Software for Small Businesses in 2022

Twenty percent of new brands fail in their first year. What’s more terrifying? Sixty-five percent don’t make it to ten years. 

Companies fail for many reasons, but poor sales are the main “why” for these damning statistics. 

Businesses without customer relationship management (CRM) software to handle their sales may lose their edge. Managing a customer base is often overwhelming, especially for companies with a large customer base. 

To gain an edge in your industry, you need to implement Zoho CRM. Zoho CRM is one of the best CRM software for managing sales, customer support, sales strategy, and business evaluation. Also, it helps you store information on customer interactions, draw insights, and build a system for better customer satisfaction. 

Why is Zoho CRM the Best for a Business?

Amazon India and over 21,000 brands have one thing in common: they all use Zoho CRM. The Zoho CRM system is not only unique; it’s better for these reasons.

Flexible and Affordable Pricing

Are you searching for affordable CRM software with flexible pricing? Zoho CRM has four subscription plans, each with a set of features. Businesses also get a 15-day free trial on any of these plans. It’s no surprise that this is the best CRM software for small businesses and large brands.

Quick Onboarding

It takes a few clicks to transfer your sales data to Zoho CRM. Move your data with Zwitch, a migration system on Zoho.

Lots of Zoho Agencies and Partners to Help with Implementation

There are lots of licensed Zoho partners ready to help you implement this software. For example, Tropic Dreams, a top Zoho CRM software partner, has helped many brands implement the software easily. 

Moreover, Zoho CRM is secure and reliable. Zoho CRM protects your data and will only give access to the users you authorize. 

Mobile accessibility is another advantage of using Zoho CRM. With Zoho CRM, you can keep your team in the loop.

How do I use Zoho CRM and Integrate it into My Business?

Zoho CRM is quite easy to use. So, follow these steps to learn how.

Step 1: Set up your Zoho CRM account

Register a new account or sign in to a pre-existing one on the Zoho CRM webpage. The sign-up process is pretty simple and easy. Next, you will get a confirmation email after sign-up. You may opt for a free 15-day trial before making a purchase.

There are two pathways before you: configure it yourself, or contact Tropic Dreams to help customize the app to fit your business scale and requirements.

Step 2: Manually configure the CRM Suite.

In this step, set up the custom fields, deal, and pipeline stages to suit the peculiar needs of your business. You can use the drop-down menu to get instructions on customizing the system.

Step 3: Get familiar with the Zoho CRM System

At this point, try to familiarize yourself with the modules you’ll be using. These may include leads, contacts, activities, reports, analytics, etc. You can get the hang of it in a single click.

Step 4: Integrate other apps in Zoho

The integration will help you extend Zoho’s capabilities. The Zoho CRM system has a robust library of apps to choose from. Pick any third-party app from the system’s marketplace to start integration. Next, you will get a summary of the benefits and key features of the app. 

What are the most valuable Zoho CRM features?

Sales team automation

With this feature, Zoho simplifies your sales schedules and also keeps you updated on the latest sales opportunities available for you. You’ll be able to manage leads and connect with your contacts more efficiently.

Platform customization

You can customize a layout for each process and quickly collate data in your preferred format. For example, you can collate data in your preferred currency. 

Marketing automation

As one of the best CRM software for small businesses, it enables you to automate lead conversion and drive sales in your business. You also get to measure your sales against your ad expenses. That way, you’ll be able to analyze your digital campaign performance.

Automation and process management

Zoho CRM can help you create a flowchart for your business processes, i.e., a series of processes laid out with the time frame for execution. With the flowchart in place, Zoho CRM can also help automate these processes, allowing for prompt implementation. This will help you to set both long and short-term goals for your projects. 

Team collaboration

Zoho CRM encourages team collaboration. I will help you stay connected with your team and customers. Furthermore, you and your team members have access to real-time sales updates with this feature. 

This enhances informed input from every team member for better customer satisfaction. You are also able to communicate effectively with your customers. 

How is Zoho different from other CRM software?

Zoho CRM is more affordable and easy to implement than alternatives, such as Microsoft Dynamics CRM and Salesforce. Small businesses can afford this CRM solution and scale their operations without worrying about exorbitant fees.

How does Zoho Compare to HubSpot?

The HubSpot CRM will provide you with everything a basic CRM needs. These include contact, company, deal management, and more. If you have a large sales team, this is an attractive option.

But as your business grows, you’ll need other systems like workflows, automation systems, custom reports, and forecasting. You should pick Zoho CRM because it offers you the ‘complete’ CRM package. 

There are many Zoho partners in Nigeria and Africa. However, If you’re looking to take your business to the next level by implementing Zoho CRM? You should contact Tropic Dreams. Tropic Dreams is a leading Zoho CRM partner and agency with the expertise you need.

Which is better: Zoho CRM or HubSpot?

Zoho CRM is preferable to using HubSpot. The app interface is user-friendly, easy to navigate, and customizable. In addition, the CRM system is designed to help you manage your customer relationship in the best way. 

You can easily manage your leads with this software. On another note, Zoho will provide you with quality services at a reasonable price. 

Is there a free version of Zoho CRM?

There’s a free edition of the Zoho CRM software. This free edition will provide you with all features required for sales and marketing, powerful integrations, secure cloud storage, and more. 

One of the reasons why they do this is because Zoho CRM believes that basic customer experience shouldn’t be expensive.

Implementing Zoho CRM for your business and integrating it with other Zoho applications requires expertise. Do you want the best hands to implement Zoho CRM for your business? Reach out to Tropic Dreams today. It takes a few minutes to know if Zoho CRM is perfect for your brand.