This is the first post in a five part series answering the who, what, when, where and why of CRM Systems.

First we want to look at who should use a CRM system. Don’t worry if you aren’t exactly sure what a CRM system is. I will define that in the next post. Let’s first decide if you should use one.

Zoho CRMCRM systems are designed to help your small business solve challenges when it comes to managing your sales and marketing initiatives.

In a recent survey we conducted, CRM users ranked the ways a CRM has helped their business. 67 percent said using a CRM system helped them follow up on opportunities and leads and 56 percent said it helped customer relationships because the interactions were accessible in one place.

Here are three questions to help determine if you’re ready for a CRM system:

1. Do you feel like you’re losing sales because you’re unable to follow up on open leads and opportunities?

2. Have you established a sales process and are ready to track your sales team’s pipeline?

3. Do you want your customer interactions (emails, phone calls, appointments) accessible in one place?

By answering, “yes,” to one or more of the questions above, then a CRM system can help you.

I often get asked, “Is Zoho CRM just for B2B?”

It’s an easy question to answer because CRM systems should be customizable to meet specific needs of your business. There’s not a one-size fits all CRM, just like there’s not a one-size fits all business model.

Since Zoho CRM is customizable, it can be customized for both B2B and B2C. We recommend the following tips to anyone implementing a CRM system.

CRM Strategy

The next post in this series will define CRM and what it means for your business.

Leave a Reply to RITU BANSAL Cancel reply

  1. RITU BANSAL

    I want to use zoho prm trial version

  2. Bob Waldron

    Thanks for initiating a series of posts about the basics of CRM.

    One concept for Zoho to consider is developing a pre-CRM product, or Personal Relationship Manager, which could help drive paid-CRM usage through the consumer-adoption model seen with many other tech or IT devices and services in recent years. Blending components of Zoho ContactManager with Zoho CRM and releasing a free Zoho PRM would provide a valuable missing tool for today’s highly-connected world.

  3. Damian C

    CRM systems are now allowing SME’s to achieve technological advances that larger corporations have been for the past few years. There are countless reasons for SME’s to use CRM systems and as the cloud advances, its going to become more and more vital to any business!