Thought Leader Systems has many years of experience in the field of customer relationship management and offers you everything from a single source: whether it is consulting, the design and implementation of complex CRM projects, system integration, business support, the optimization of systems, or the training of your employees.
How to achieve success with Zoho CRM
What is Zoho CRM?
Zoho CRM combines the communication of your sales with all the possibilities of online marketing. The cloud-based CRM system provides you with support in a wide range of business areas - from customer service to business process management and from accounting to project management. Social CRM directly integrates your presence in social media. A visitor display helps you to improve your presence and present products. Service and support can be managed through "tasks" and "activities". Zoho CRM deals with compliance with the European Data Protection Regulation in a separate support area.
Zoho - CRM system and management approach
Zoho CRM provides your employees with support in their daily work and gives them suggestions for action for the optimal handling of customers. Whether your employees think and act in a customer-oriented manner, your processes are optimally aligned with the customer and customer orientation is an important factor for your company - a CRM system does not answer these questions for you. Because when it comes to customer relationship management, the introduction of a software solution is by no means the end of the story.
It is important to be clear in advance about what you want to achieve with your customer relationship management. So before you start looking for a software solution, you should know your challenges and which areas the future CRM system should support. Because in general, the solution should always be adapted to your requirements and not the other way round! If you are at a loss, it is worthwhile to consult independent consultants such as Thought Leader Systems, who will help you to select a suitable CRM system such as Zoho CRM for your requirements.
Your competent Zoho CRM consultants
Thought Leader Systems not only supports you in all matters relating to Zoho. We also help with the digitalization of sales, marketing, and service. Together, we unlock your full market potential and continuously increase the success of your business. To achieve this, we help you with e.g.
- the creation of your specifications & a roadmap
- the selection of the CRM system and software package suitable for you
- the implementation of the CRM system such as Zoho CRM
- the combination with other tools (tech stack) to exploit the full potential of the CRM solution
- the definition of key performance indicators (KPIs)
- the continuous alignment and optimization of existing customer management processes
Contact Your Expert
Free Consultation
Do you have questions about Zoho CRM? Contact our Zoho experts.
Request a free consultation now!Zoho CRM: Implementation and Integration
Thought Leader Systems has in-depth experience when it comes to implementing complex CRM projects. Our experienced experts can help you select the right CRM system and the functionalities that are important to you, as well as implement the CRM software and integrate it into your existing IT landscape.
What Zoho CRM offers?
Sales Automation
Automate routine sales, marketing, and support functions with Zoho CRM.
Process Management
Define the sales process you want your entire team to follow with Zoho.
Multi-Channel
See when someone visits your website, reads an email, or talks about your brand on social media.
Evaluations & Analyses
Measure the performance of your sales activity and create analyses and forecasts.
Sales Enablement
Create quotations and enable customers and partners to access information.
Performance Management
Forecast revenue and exceed sales quotas with Zoho CRM.
Zoho: Which integrations are possible, necessary and useful?
To unleash the full potential of Zoho CRM, it is sometimes necessary to create interfaces to other systems so that the CRM system can develop its full potential. Many software applications can be easily linked to Zoho. Here are some examples (not exhaustive):
- ERP: By connecting to an ERP system, your company will receive information on sales history, shipping orders, project orders and other areas.
- Marketing Automation: By linking Zoho CRM to your marketing automation, you can build a holistic customer experience.
- E-commerce: Link all customer information and interactions across channels to get a 360-degree view of the customer.
You have so many options. Thought Leader Systems will be happy to advise you!
Zoho CRM – Training and Empowerment
Thought Leader Systems offers beginners and advanced Zoho CRM users the opportunity to dive deeply and sustainably into the functionalities of the CRM system. In our training sessions, which are always individually tailored, participants learn - in addition to the functionality of various technical features - how to technically configure the individual components and how the deployment can look in practice. The training of our experts is always practice-oriented.
Target group: Zoho users; sales, marketing and service managers; employees from the areas of marketing, sales and service.
Benefits:
- Participants get to know the functions of Zoho
- Real-world examples show the direct benefits of each feature
- Participants can use the full potential of Zoho CRM
- Employees gain confidence in using the functions
- The training is always practical and results-oriented
- Zoho can be used much more effectively as a CRM system
Successful with Zoho CRM
To establish Zoho CRM in your company, Thought Leader Systems always adapts to your individual business model, your specific market conditions, your goals and target groups. We can help you with all your challenges - whether it's setting up a CRM strategy, selecting a CRM system, implementing it or further developing your management concept. When it comes to customer relationship management, you can rely on our holistic support. Among other things, we help you
- develop a modern, efficient concept for customer communication
- bring your database up to speed and thus exploit its full potential
- professionalize and automate your sales, marketing and service strategy
- in segmenting your customers in order to address them with personalized and individualized information
- generate more leads and develop them into loyal customers
- set up an efficient lead scoring and better evaluate your contacts
- Convince your employees of CRM and introduce them to Zoho's CRM system
Let us work with you to create lasting and sustainable customer relationships. Build on our Zoho experience!
Get a Free Consultation
Do you have questions about Zoho CRM? Contact our Zoho experts.
Use our convenient Zoho CRM operations support for your day-to-day business
The introduction of a CRM solution - such as Zoho - is one milestone among many. Because every company is continuously confronted with a wide variety of tasks. Help is provided by a flexible and reliable agency partner who can quickly and flexibly adapt to your growing and changing challenges in sales, marketing, service, management, and communication. As a service agency, Thought Leader Systems supports you with your specific requirements. Our support is always based on your personal needs.
Your long-term agency partner
Trust in our fast and proactive work as well as our efficient and experienced actions. Because we want to bring your brand, your teams and processes, your goals and wishes forward.
Flexible support for your marketing and sales projects
We also support your teams as an external partner in order to cushion seasonal peaks in ongoing business and to be able to successfully manage newly added major or change projects.
Your professional partner on site
If you wish, Thought Leader Systems will work directly on your premises. In this way, we usually achieve an even higher joint impact, motivation, and performance in your projects.
Zoho Health-Check and Optimization
Extensions, staffing, process changes, and the constant influx of data can all affect the performance of Zoho CRM. The Zoho Health Check from Thought Leader Systems provides you with a comprehensive performance audit of the CRM system. We take a close look at whether the integration of Zoho offers even more upside potential or whether the connection of your other systems in the company is working smoothly.
In doing so, we check much more than the CRM system. We also talk to the key users from sales, marketing, and service: Do the users use the tool and its potential? Where is there potential for improvement in the handling? Which functionalities would perhaps still be advantageous? You benefit from our Zoho experience. We know what is possible.
The Zoho Health Check enables you to make immediate improvements in your performance and shows you where hidden potential still lies dormant. In this way, a "roadmap" for a functional and powerful CRM system is created, which enables your company to reach new heights in customer management.
Would you like an overview of your performance and the optimization possibilities of your tools and processes? Contact our experts. We will be happy to help you.