Zoho has developed the perfect connection between you, your desk and your business with CRM Mobile. It's advanced design and interface gives it an ease of use that will allow you to see what you need to, when you need to and can even keep you going while you're offline. 

The mobile version allows you to access contacts, leads and accounts on the go, view contact histories, schedules and keep on top of your meetings. 

You can collaborate in real time with your staff, colleagues and clients, so you don't miss a beat and closing a sale doesn't rely on being at your desk or lugging around laptops. 

This means you can shorten the sales cycle, close more deals faster because you have more accessibility. 

Templates can save you time, effort and resources when set up properly. It's a set and forget kind of feature with capabilities that allow businesses to use similar branding and formatting again and again at the click of a button.

Check out the below to learn about using Email Templates within Zoho Desk:

There are many facets to running a successful event including preparation of content, scheduling speakers, venue hire & setup, agenda creation, coordinating sponsors, organising catering, promotion, ticketing, and registration. Within each facet, there are numerous tasks required to make things run smoothly on the day, and many of which often require different skill sets to complete. The sheer volume of varied tasks required can be quite daunting, and often scares many small businesses off the idea of hosting their own events. But events are one of the best sales tools you have at your disposal, so what should you do?

One option is to outsource as much as you can to organisations that do this all day every day. However, it is rare that you will be able to outsource the entire thing. For example, you might leverage an event management company for components related to running the event on the day, which includes things like room setup, registration & catering. In my experience, those organisations don't typically get involved with the initial promotion of the event by marketing to your existing customer base and engaging new prospects via social media; those sorts of activities might be done in house or outsourced to a separate marketing agency. Likewise, creating content as well as coordinating speakers & sponsors are other areas that often require a different set of resources that are usually found inside your own organisation. In addition to the project management required to coordinate the multitude of outsourced providers involved, another factor to consider is the cost of outsourcing - it can add up, especially if you plan on running multiple events. So how do you find the balance of not biting off more than you can chew, but also keeping costs down?

This is where technology comes to the rescue... 

Customer Consulting Group recommends for clients to leverage an event management software application called Zoho Backstage. It helps you create memorable experiences with everything you need to succeed including website building, ticketing, event promotion, attendee registration, and more. It makes many of the tasks associated with planning an event simple. So simple that you might think twice about outsourcing elements of the overall event. You can still leverage external help where required but having a centralised point where everyone collaborates gives you a much greater chance of avoiding those unexpected mishaps. Below is a short video that gives a high-level overview of the capabilities, and we are always here to help you learn more about how you can leverage tools like this to Find More Customers and Nurture the ones you already have.

Despite the rise in social media offering more ways to communicate with your target market than ever before, email marketing still should play an important role in a marketing strategy to Find More Customers and Nurture the ones you already have. 

Email is considered a primary method of communication and that doesn't appear to be changing anytime soon. According to The Email Statistics Report, 2018-2022 that The Radicati Group produced, "In 2018, the total number of business and consumer emails sent and received per day will exceed 281 billion and is forecast to grow to over 333 billion by year-end 2022." 

As I mentioned in my blog post "Keep your website visitors coming back", email marketing allows you to provide a personalised message that will generally remain accessible for the intended recipient to view well after you initially sent it, which is really important for those people that are just too busy to keep on top of everything all the time (which happens to be most people). Social Media on the other hand is somewhat reliant on a bit of luck from a timing perspective that the person happens to be scrolling through their news feed not too long after your post, unless of course they are actively searching for your company or something that you have mentioned in your post.

There are a lot of email marketing tools out there these days, and a large portion of business are now using them, however, I am often surprised at the effort marketers regularly go through to get the recipients into the tool, get leads from the campaign out to sales people and deliver meaningful reports to management. This usually entails a lot of manually importing and exporting data as well as manual intervention for lead distribution, and a whole lot of assumptions being made related to to the correlation of an initial marketing campaign in a closed deal, which often results in a disjointed relationship between sales and marketing.

At Customer Consulting Group we implement email marketing tools that are integrated with your CRM. This removed the need to manually import and export data, and the analytics to show if the email has been delivered, opened are displayed right within the contact or lead record in your CRM along with information to let you know if they clicked on a link within the email. In addition, lead distribution can be automated and once the deal is done, the email marketing campaign can be easily associated with the opportunity to give you a far more accurate Return on Marking Investment (ROMI).

Attracting repeat visitors on your website should be a key part of your strategy to find more customers. This way you can keep people up to date with your latest news as well as present prospects with multiple opportunities to engage and become a customer. 

One attraction method is to create a blog that inspires people to return regularly and review the latest posts; Another is posting on social media with links to pages on your site where they can learn more; similarly, you could leverage a slightly more traditional method of email marketing also with links to pages on your site. 

Posting on social media often delivers great results, however, it is somewhat reliant on a bit of luck from a timing perspective. If your subscribers become busy shortly before you make a post, and don't happen to catch up on their social feeds for a day or so, the likelihood of them seeing your post is pretty slim, unless they are actively searching for your content. Also, the public nature of both social media posts and blogs mean that the messaging can't usually be personalised for a specific individual. Email marketing on the other hand, allows you to provide a personalised message and will generally remain accessible for the intended recipient to view later even if they have been busy for weeks. However, to send someone an email, you firstly must capture their email address, and consent to market them. 

Common ways of capturing email addresses include allowing visitors to subscribe to a newsletter, as well as completing a "Contact Us" form on your website. You could also promote additional content, such as a white paper, that is only provided to people that complete and submit an online form. 

A lot of the time these web forms provide a structured format for the visitor to enter their information, however, when the form is submitted, it is transferred through as text within an e-mail. This means that someone then must manually extract the information and put into a marketing database, spreadsheet or CRM tool before it can be used effectively. This is not only inefficient, but also leaves room for error.

At Customer Consulting Group we help clients improve the process of capturing data from their website visitors by implementing Zoho Forms. Zoho Forms not only stores the data in a structured way for improved retrieval and reporting but also integrates with other applications such as Zoho CRM and Salesforce.com to increase productivity even further. In addition, the rules engine, wide range of field types and multi-page structure enable businesses to build sophisticated yet easy to use forms that allow you to capture even more data about your visitors which in turn will enable you to provide a more personalised customer experience.