Over the years I have used many CRM systems; Salesforce, Sage Act, Sugar, Hubspot, Navision, Microsoft Dynamics. One of my businesses was a marketing agency that relied on tracking data for our clients so a CRM was a must. So why then did I plump for Zoho? Life's too short I could do a tedious comparison here between the various platforms to prove my logic. But this is not a beauty parade. Price, ease of use, support are all very important but all platforms have their merits and failures, that's life. No, although I think Zoho wins on most of these fronts, quite simply put Zoho is complete. It reflects my business life and has an INHOUSE built solution for all the tools I need. Zoho One, is a one stop shop for your business needs, over 40 products for a monthly affordable fee. Do I use it....No, at the moment I don't need all modules but I do use some products all which can be controlled from the CRM, no need to keep swapping between different programmes. what Do I use?
Zoho CRM - at they very centre of what we do. All our sales are controlled from here from lead generation right through to invoicing all my interactions with my clients are held in one place. Zoho - SalesIQ - Website visitor tracking. All visits to our website is tracked and the results are recorded against a lead or contact in the CRM. Zoho social - Our main brands on social media can be tracked, we can post from, here and monitor our contacts social media activities. This again is displayed and controlled from the CRM. Zoho meetings - Online meetings better than Zoom in my view, you get it I am a fan. Track your meetings, organise and host them without leaving your CRM. (There's a theme running here.) Zoho Campaigns - Email marketing, a robust and easy to use platform, guess where you can see the results! Clue the answer is in all the above. Zoho Books - Soup to nuts, invoice and get paid, do your Vat returns from the comfort of your CRM. Zoho mail and the equivalent of Office suite. A word processor, Spreadsheet, Presentation etc etc Coming soon to my usage is an online training platform. Manage your guests, get paid, present the training with interactive tools like whiteboards and do a survey afterwards of the attendees. It's a doddle. The beauty is Zoho builds theses all in house and does not rely on 3rd parties to provide the services. That means each product syncs perfectly with each other. Click on the links above to learn more and have a free trial. Some of the bigger players are equally flexible but that comes at a price I am not prepared to pay, Zoho gives you a free trial and if you don't want to pay you can still use the product only at reduced performance, now you can't say fairer than that!
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