Why Zoho CRM Implementation fail?

𝗦𝘁𝗿𝘂𝗴𝗴𝗹𝗶𝗻𝗴 𝘁𝗼 𝗴𝗲𝘁 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗼𝘂𝘁 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗭𝗼𝗵𝗼 𝗖𝗥𝗠 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻?🤔 You're not alone!

Many businesses fall short when it comes to CRM implementation.

Reason? A lack of planning, inadequate training, and ignoring the need for customization?

In this article, we revealed the common pitfalls that can derail your Zoho CRM implementation, and provide actionable steps to avoid them: Root causes of Zoho CRM Implementation Failures

Zoho One really saves money on your business apps?

WE know it is hard to believe you get over 45+ unified business apps within one bundle for a single subscription fee.

With Zoho One, you can streamline your business operations with one integrated application suite, billed on one invoice.

Shocking right? Check out how Zoho One saves costs to run your entire business under one app.

Thinking of changing business software systems in 2024?

With the right approach and experts in your corner, you can truly transform your business with technology this year! Start by considering the end goal and ask yourself and your team the following questions - ➡What processes will be improved? ➡What efficiencies will be gained? ➡What new data or reporting will we gain access to? ➡Who in the team will be affected by the change? ➡Who will be responsible for the project? ➡How will we ensure project success? ➡How will our customers be affected? It's easy to assume introducing new software will immediately give you benefits, but often the real return can take months and even years to realize. A successful software implementation like Zoho One takes careful planning and dedication to the process, but if done correctly can be a real catalyst for business growth! We know how to do Zoho implementation most effectively. Schedule a discovery call now

Zoho Project Time Tracking App

🙌 Picture this:  You manage a team of hybrid employees.🌐 You want to trust your team to get their work done, but you also want to ensure they're being productive away from the office.

So, how can you balance trust and oversight? Is there any way to monitor your team's productivity without being too intrusive? 🤔

🕑 𝗔𝗰𝗰𝘂𝗿𝗮𝘁𝗲 𝘁𝗶𝗺𝗲 𝘁𝗿𝗮𝗰𝗸𝗶𝗻𝗴 𝗮𝗻𝗱 𝗿𝗲𝗮𝗹-𝘁𝗶𝗺𝗲 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗺𝗼𝗻𝗶𝘁𝗼𝗿𝗶𝗻𝗴 👩‍💻 𝗮𝗿𝗲 𝗺𝗮𝗱𝗲 𝗲𝗳𝗳𝗼𝗿𝘁𝗹𝗲𝘀𝘀 𝘄𝗶𝘁𝗵 𝗼𝘂𝗿 𝘀𝗶𝗺𝗽𝗹𝗲, 𝘆𝗲𝘁 𝗮𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝘁𝗶𝗺𝗲 𝘁𝗿𝗮𝗰𝗸𝗶𝗻𝗴 𝗮𝗽𝗽- TrackmyTime which is integrated with the Zoho Projects to find out:

- How much time do employees actually spend on tasks, - What activities they are doing during work hours, and figure out where your employees' time is going,  - Monitor employees' activities with automated screenshot capture and live screen recording along with Timestamped data to ensure they are working efficiently throughout the day, - Automatically generates timesheets in Zoho Projects for the time employees have worked.

With TrackmyTime, you not only build trust but also empower your team to work efficiently, regardless of their location.

Try the TrackmyTime for Zoho Projects extension today and witness the difference it makes in your work life. Zoho Projects Time Tracking App

New Day, New Year, New Calendar! Let's see what 2024 has for us and our beloved Zoho Community space. Happy New Year folks 🥳🥳

Sales Hacks

🙄 Sometimes, it’s not what you say, but how you say it. This especially rings true in sales, where the right words can make or break a deal. Let's see the phrases that could sabotage your success. “𝗧𝗿𝘂𝘀𝘁 𝗺𝗲”. — It’s a red flag that screams, “I might not be telling the whole truth.” Trust is earned, not self-proclaimed. In sales, showing is always better than telling. “𝗧𝗼 𝗯𝗲 𝗵𝗼𝗻𝗲𝘀𝘁 ...” — Here's a shocker: when you say this, you're implying everything you've said might not have been honest. Honesty is the foundation of sales; you shouldn't have to announce it. “𝗛𝗺𝗺 ... 𝗜 𝘁𝗵𝗶𝗻𝗸 𝘄𝗲 𝗰𝗮𝗻 𝗱𝗼 𝘁𝗵𝗮𝘁.” — Indecision is the enemy of confidence. If you’re unsure, say so, but don't leave your customer in sales limbo. It's better to confirm and get back with the right answer than to make a half-hearted commitment. “𝗔𝗿𝗲 𝘆𝗼𝘂 𝘁𝗵𝗲 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻-𝗺𝗮𝗸𝗲𝗿?” — A true sales faux pas. It can come off as dismissive, suggesting you are only interested in talking to the boss. Remember, every contact is valuable, and you never know who can influence a decision. Period. “𝗪𝗲 𝗱𝗼𝗻'𝘁 𝗻𝗼𝗿𝗺𝗮𝗹𝗹𝘆 𝗱𝗼 𝘁𝗵𝗶𝘀, 𝗯𝘂𝘁 ...” — This might sound like you're offering a special deal, but it can also be insincere. It’s like saying, “We’re making an exception because we want to close this deal.” Authenticity is your best policy. Don't lose it at any instance. 🙌 A word to the wise: Keep your sales talk straightforward, honest, and jargon-free. Always focus on the customer's needs, and don't use high-pressure tactics. Listen to the customer and be honest in your responses. Don't pretend to be something you're not. Follow up after the sale to ensure the customer is satisfied to build fruitful relationships with customers. With a CRM system like Zoho CRM, your sales team can maximize their potential by automating their mundane processes, helping them to focus on putting their efforts where it’s needed. This helps them close more deals and bring more customers to the business, which ultimately improves the bottom line. Are you looking to automate or optimize your sales processes in Zoho CRM? Check out here what we can do for your business: https://www.bizappln.com/zoho-crm-implementation.html

🌟 𝗜𝘀 𝗜𝘁 𝗧𝗶𝗺𝗲 𝗳𝗼𝗿 𝗮 𝗖𝗥𝗠 𝗨𝗽𝗴𝗿𝗮𝗱𝗲?

As we approach the year's end, it's the perfect moment for to reflect on your sales and marketing processes.

Are they as efficient and effective as they could be?

Is your current CRM system truly supporting your business goals?

🤔 Why Consider Zoho CRM? Zoho CRM offers a blend of simplicity and powerful features, catering to businesses of all sizes. With its customizable modules, automation capabilities, and robust analytics, you're not just managing your sales process; you're enhancing it. Plus, it's cost-effective! You get top-tier CRM functionalities without breaking the bank.

💡 Thinking of Switching or Upgrading? As we bid farewell to another year, it's the ideal time to evaluate and upgrade your CRM system. If you're considering a switch or just starting with a CRM, let's talk about how Zoho CRM can be the game changer for your business in the upcoming year.

👉 We specialize in helping businesses transition to Zoho CRM seamlessly, ensuring they make the most out of their investment. From system customization to staff training and ongoing support, our Zoho CRM Experts be with you every step of the way. See how we migrate data from Salesforce to Zoho CRM.

Free 30-Min CONSULTATION CALL

⌚ A flextime employee may become lazy and misuse the flextime policy. With a flexible work schedule, you may not be able to supervise employees who work during non-traditional work hours.

For example, if you start working at 9 AM and an employee starts working at noon, you may not be able to monitor them after you leave the office.

Employees misuse flextime by leaving early or browsing social media during work hours. This can lead to a lack of productivity, lower morale, and a decrease in work quality.

⚠️ During a work-from-home situation, what steps can you take to avoid this kind of scenario?😯

Fortunately, you can supervise such employees using TrackmyTime.

TrackmyTime simplifies the monitoring and time tracking for employees.

TrackmyTime keeps track of and records your remote employee activities during working hours, no matter where they are located.

It can analyze productivity to see how your team's time is spent and automatically record time entries for hours worked on timesheets.

It can also notify you of any suspicious activity, such as extended breaks or working late or idle. This will keep your employees focused on tasks and working efficiently.

That's not at all! You can view the other interesting features here: Employee Flexi Time Tracking App

How to get the most out of Zoho for your business with Zoho Consultant?

𝗛𝗮𝘃𝗲 𝘆𝗼𝘂 𝗲𝘃𝗲𝗿 𝘀𝘁𝗿𝘂𝗴𝗴𝗹𝗲𝗱 𝗶𝗻 𝗺𝗮𝗻𝗮𝗴𝗶𝗻𝗴 📂 𝗳𝗶𝗹𝗲𝘀 𝗮𝗻𝗱 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 𝘄𝗵𝗶𝗹𝗲 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗮 𝗭𝗼𝗵𝗼 𝗖𝗥𝗠 𝘀𝘆𝘀𝘁𝗲𝗺? 😐 The struggle is real, but fear not!

🌟 Introducing the 𝗚𝗼𝗼𝗴𝗹𝗲 𝗗𝗿𝗶𝘃𝗲 𝗳𝗼𝗿 𝗭𝗼𝗵𝗼 𝗖𝗥𝗠 extension - your ultimate solution to seamless file management and collaboration! 😎

👀 With our Google Drive extension, you can:

🌐 Access all your Google Drive files directly from Zoho CRM, and vice versa. No more toggling between tabs or losing track of essential documents!

🗂️ Attach files inside the Zoho CRM's Custom & Standard modules directly to your integrated Google Drive folder – no more manual transfers or headaches!

🔄 Enjoy automatic syncing between Zoho CRM and Google Drive, ensuring your files are always updated across both platforms.

That's not at all! See here for other interesting features ⤵️ Zoho Google Drive Integration

A key thing I have learned over the years:

✔️ If you are hiring a Zoho Consultant, tell them *what* you want to achieve and let them lead on *how* you get there.

If you are dictating *how* Zoho should be implemented for your business, why are you hiring an expert in the first place?

Hire someone cheap and just tell them what to do. Invest in expertise, not just affordability. It's not just about saving money; it's about maximizing the value of your investment. Work with our expert Zoho Consultants to achieve your goals. Simply share what you want to accomplish, and let our professionals guide you on how to get there. ✨ Your goals, our expertise – a perfect match for business success. Ready to unlock the full potential of Zoho for your business? 🤙 Book a call with our Zoho Consultants to gain the full benefits of Zoho. ➡️ https://bizappln.zohobookings.com To learn more about how we stand out in the sea of Zoho Partners, check'em out here: Best Zoho Partner in India

What makes Zoho Stand out among other business apps?

Recently, a founder asked, "What makes Zoho stand out among business applications?"

Let's take a look.

🔸Versatility: Zoho is like the Swiss Army knife of business tools– versatile and ready to fix any challenge. Zoho offers a suite of business applications that cover everything from CRM to project management. This variety and integration sets them apart in the software world.

🔸Pricing: While other business software might break the bank, Zoho says, "Hey, you can get top-notch tools without emptying your wallet." It's affordable and even has a free plan for small businesses to get started.

🔸Differentiation: Zoho stands out by offering cloud-based solutions early on that aligned with the industry shift towards more flexible and scalable software deployments. This contrasted with Microsoft’s historical emphasis on on-premises solutions.

🔸Distribution: When you need a tool, their approach is, "Sure, you can try out our premium model for free and grab it from our website, or maybe check out one of our Zoho Partners like @yaalibizappln for personal assistance." Zoho also has a Marketplace where developers can offer extensions and apps that enhance Zoho’s core products. This fosters an ecosystem around Zoho’s applications.

So, Zoho's recipe is a mix of versatile tools, budget-friendly prices, and making it accessible to everyone. It's all about making it easy for businesses, big or small, to hop on the Zoho train. Need any help with Zoho implementation for your business? YAALI is your go-to resource for all your Zoho-related needs.

𝗜𝘀 𝘆𝗼𝘂𝗿 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗶𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝘃𝗲 𝘄𝗮𝘆𝘀 𝘁𝗼 𝘀𝘁𝗿𝗲𝗮𝗺𝗹𝗶𝗻𝗲 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗶𝗺𝗽𝗿𝗼𝘃𝗲 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝘀? 𝗢𝗿 𝗽𝗲𝗿𝗵𝗮𝗽𝘀 𝘆𝗼𝘂'𝗿𝗲 𝗮𝗻 𝗲𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿 𝘄𝗶𝘁𝗵 𝗮 𝗯𝗿𝗶𝗹𝗹𝗶𝗮𝗻𝘁 𝗮𝗽𝗽 𝗶𝗱𝗲𝗮 𝘁𝗵𝗮𝘁 𝗰𝗼𝘂𝗹𝗱 𝗿𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝗶𝘇𝗲 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁.

Look no further – Zoho Creator is the game-changing app development platform you've been waiting for.

💭 𝗣𝗶𝗰𝘁𝘂𝗿𝗲 𝘁𝗵𝗶𝘀: Imagine a bustling café situated in the heart of a vibrant city. The café's owner, Sarah, was eager to provide her customers with a seamless ordering experience, ensuring that their favorite treats were just a click away. Frustrated by the limitations of existing ordering apps, Sarah decided to take matters into her own hands and create a custom app tailored to her café's unique offerings.

Sarah's vision became a reality with Zoho Creator. With its intuitive drag-and-drop interface, Sarah effortlessly designed an app that not only allowed customers to place orders effortlessly but also enabled her to track inventory, manage customer preferences, analyze sales trends, and provide customers with personalized recommendations based on their previous orders, enhancing their overall experience.

Zoho Creator has helped her business to automate and streamline processes to increase efficiency and reduce costs. It has enabled her to focus on what matters most - growing her business. With Zoho Creator, Sarah is now well on her way to achieving her goals. Sarah's story exemplifies just a fraction of what Zoho Creator can accomplish.

Whether you're a B2B enterprise seeking to optimize internal processes or a B2C venture looking to engage your customers through a customized app, Zoho Creator has you covered. It's now your turn to harness the power of Zoho Creator for your app development needs.

ℹ Share your app requirements with us, and together, we'll craft a solution that propels your business to new heights. Contact Us

Key Things to consider before implementing Zoho CRM

𝗕𝗲𝗳𝗼𝗿𝗲 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗶𝗻𝗴 𝗭𝗼𝗵𝗼 𝗖𝗥𝗠, 𝘁𝗵𝗲𝗿𝗲 𝗮𝗿𝗲 𝘀𝗲𝘃𝗲𝗿𝗮𝗹 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗳𝗮𝗰𝘁𝗼𝗿𝘀 𝘁𝗵𝗮𝘁 𝗲𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝘀𝗵𝗼𝘂𝗹𝗱 𝘁𝗮𝗸𝗲 𝗶𝗻𝘁𝗼 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿𝗮𝘁𝗶𝗼𝗻:

✅ Business Objectives: Clearly define the specific business objectives and goals for implementing Zoho CRM. Understand how the CRM will align with and support overall business strategies.

✅ User Requirements: Identify the needs and requirements of various users within the organization, such as sales teams, marketing teams, customer support, and management. Ensure that Zoho CRM can address these needs effectively.

✅ Data Migration: Evaluate the existing customer data and assess the effort required to migrate it to Zoho CRM. Plan for a smooth and accurate data migration process to avoid data loss or inconsistency.

✅ Integration Capabilities: Consider the integration possibilities with existing systems, such as email clients, marketing automation tools, and accounting software. Ensure that Zoho CRM can seamlessly integrate with other essential applications.

✅ Customization and Flexibility: Assess the level of customization and flexibility offered by Zoho CRM to tailor the CRM to match unique business processes and workflows.

✅ User Adoption and Training: Plan for proper user adoption and training programs to help employees understand and effectively use Zoho CRM. User buy-in is crucial for successful CRM implementation.

✅ Security and Privacy: Review the security measures provided by Zoho CRM to safeguard sensitive customer data and ensure compliance with data privacy regulations.

✅ Costs and Budget: Evaluate the cost of implementing and maintaining Zoho CRM, including licensing, customization, integration, training, and ongoing support. Ensure it fits within the budget.

✅ Customer Support: Assess the quality and availability of customer support provided by Zoho to address any issues or questions that may arise during implementation and usage.

✅ Reporting and Analytics: Consider the reporting and analytics capabilities of Zoho CRM to gain valuable insights into sales performance, customer behavior, and marketing efforts.

✅ Collaboration and Communication: Evaluate how Zoho CRM facilitates collaboration and communication among team members to improve efficiency and customer service.

✅ Testing and Piloting: Consider conducting pilot tests with a small group of users before full-scale implementation to identify any potential challenges or areas for improvement.

After carefully considering these factors, you can make informed decisions and maximize the benefits of implementing Zoho CRM for your organization.

🔗 Here's how we implemented Zoho CRM successfully for your business: Zoho CRM Implementation

𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 plays a huge role in modern business. Businesses of all sizes and types now need a comprehensive suite of business applications to manage and run their business efficiently.

In many cases, choosing unified applications for your business can save you money in the long run.

Imagine you run a medium-sized business with 150 employees in the consumer services industry.

In the top tier of your production team, you have: Human resources, accounting, sales, and customer service Support agents. Most of your staff will access multiple apps from different vendors to do their jobs.

As you know, how difficult 😫 it can be for your team to constantly switch between multiple apps from different Vendors. 𝗜𝗳 𝘆𝗼𝘂𝗿 𝘁𝗲𝗮𝗺 𝘂𝘀𝗲𝘀 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗮𝗽𝗽𝘀 𝗳𝗿𝗼𝗺 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝘃𝗲𝗻𝗱𝗼𝗿𝘀, 𝗵𝗼𝘄 𝘀𝘁𝗿𝗲𝘀𝘀𝗳𝘂𝗹 𝗰𝗮𝗻 𝗶𝘁 𝗯𝗲?

𝗜𝘁’𝘀 𝗻𝗼𝘁 𝗼𝗻𝗹𝘆 𝗰𝗼𝗻𝗳𝘂𝘀𝗶𝗻𝗴 𝗯𝘂𝘁 𝗮𝗹𝘀𝗼 𝗰𝗼𝘀𝘁𝗹𝘆, 𝗲𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗹𝘆 𝗶𝗳 𝘁𝗵𝗲 𝘁𝗼𝗼𝗹𝘀 𝗱𝗼𝗻’𝘁 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲 𝗮𝗻𝗱 𝘁𝗮𝗹𝗸 𝘄𝗲𝗹𝗹 𝘄𝗶𝘁𝗵 𝗲𝗮𝗰𝗵 𝗼𝘁𝗵𝗲𝗿.

When you use Zoho One, you won't have to worry about integrating all the apps you need for your business since all the apps work cohesively to make things easier for you, and it comes with a unified user interface that allows you to manage all the aspects of your business under a single tab. To be honest, Zoho One is a unified business management suite that includes various tools for managing your business, including CRM, accounting, project management, email, and collaboration. So, businesses can access all the tools they need in one place, rather than using software/apps from multiple vendors. In comparison to purchasing each tool separately, this can be more cost-effective. Overall, Zoho One is a cost-effective and user-friendly solution that offers a wide range of tools for different business needs, making it a suitable solution for small and medium-sized businesses.

🤔 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘁𝗼 𝗺𝗶𝗴𝗿𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗱𝗮𝘁𝗮 𝘁𝗼 𝗭𝗼𝗵𝗼 𝗖𝗥𝗠? Planning to migrate data from multiple sources? Learn how to strategically extract and transfer your valuable data to Zoho CRM like a pro. Data migration is a crucial and complex process when transitioning to Zoho CRM. The success of the migration depends on factors like the size, format, and accuracy of the source data. However, you don't have to tackle this challenge alone. 👀 When dealing with multiple data sources and different categories of data, it's important to carefully plan which data to migrate and where to extract it from. This requires a thorough understanding of your organization's unique data requirements. The volume of records 😬 you need to import into Zoho CRM is another consideration. However, with the right approach and expertise, you can ensure a seamless migration to Zoho CRM. To ensure a successful data migration without the risk of leaving valuable customer data behind, it is crucial to rely on #zohomigration experts with a proven track record. They can provide scalable strategies tailored to your specific needs and ensure a smooth and secure migration process. At YAALI, we understand the challenges involved in data migration to Zoho CRM. Our team of experienced data migration experts is dedicated to making your migration process seamless and secure. We take pride in our reputation for delivering scalable strategies tailored to your specific needs. Don't let the fear of leaving valuable customer data behind hold you back. Our comprehensive Zoho migration services guarantee that no data is left behind! 🙌 Curious to know about the data migration services provided by YAALI, check'em out here 👉 https://www.bizappln.com/zoho-crm-data-migration.html

𝗪𝗵𝘆 𝗦𝘁𝗮𝗿𝘁𝘂𝗽 𝘀𝗵𝗼𝘂𝗹𝗱 𝗰𝗵𝗼𝗼𝘀𝗲 𝗭𝗼𝗵𝗼 𝗢𝗻𝗲?

When you’re building a startup, it’s tempting to solve each new pain point with a new SaaS subscription. But if you’re not careful, next thing you know you’re using a dozen different tools that do a dozen different things. Not only will this cost you a fortune - it’s downright distracting! This is where the Zoho One comes in. Instead of keeping your startup spread across multiple tools, now you use one. Because when it’s the right tool, one is enough. Zoho one combines all the tools teams need to get work done in a single, streamlined package. With everything in one place, your team will know what to do, where things stand, and how to find what they need. With Zoho One, you have the app you need to get everything done and manage your entire business in a single suite under a single subscription cost. Well, you know about Zoho One and you might be wondering how long does it take to implement it for my business? 👀 Read on to find out about that: https://www.bizappln.com/blog/how-long-does-zoho-one-implementation-take-for-your-business/