Perfected marketing. Glowing reviews. Huge profits.
We’re not asking for much, right?
Just kidding– we know there’s no perfect algorithm or approach to business. We also know not every customer will be happy and not every transaction will go smoothly. Mistakes will be made and learned from…and probably made and learned from again.
But whether you’re selling to other businesses or directly to consumers, a CRM like Zoho CRM is going to get you closer to your goals than you even realize!
We talk a lot about B2B approaches, so today let’s focus on why Zoho CRM could be just the thing your B2C biz needs!
There are a whole lot of acronyms out there in the business world (and the world in general), and we don’t expect you to know them all. However, B2C and B2B are two commonly used phrases and it’s good to know the difference between them.
Both refer to selling something (whether a product or service) to someone else. They differ in who the intended buyer is and what category that buyer would fall into.
B2B stands for Business to Business, and refers to companies that sell to other companies. Zoho and all its offerings, for instance, would be considered B2B.
B2C stands for Business to Consumer and refers to companies that focus on selling to individual people.
The difference seems pretty obvious, but what really makes them different is the approach companies take and the buyer process. Sure, whether B2B or B2C, companies are going to market what they offer and try to entice their ideal audience. When you market to another business, however, it’s an entirely separate ball game: that buyer has to run their options through coworkers and managers. They might even have to run purchase decisions through multiple departments and be obligated to stick within a budget.
A B2C model can target impulse buyers and trendy markets; it can think more short-term. Individual consumers will consider both low-price items and high-price items, whereas B2B buyers will often be spending quite a bit to achieve a long-term purpose. B2C companies are all around you– they sell dog food, sneakers, cell phones, and whatever else you may need on a daily basis.
Not the best use of acronyms, but you get the point. So back to what we mentioned earlier: How can a CRM be helpful to a B2C model?
First, let’s review what a CRM is:
CRM stands for Customer Relationship Management and the meaning is pretty straightforward– CRMS focus on obtaining customers, convincing customers to make a purchase, and building and maintaining these customer relationships.
Keeping a close eye on the sales funnel and what works (and what doesn’t work) creates valuable insight for companies. How did they find a customer? What information did they initially obtain? At what point did the customer transition from a shopper to a buyer?
CRMs help collect information, develop leads, and create conversions. They also help you follow-up with customers.
Without a CRM like Zoho CRM, lots of information can get lost in the chaos. Many opportunities can be missed and companies may struggle to grow. Effectively using a CRM can help create loyal customers and make your business completely scalable.
Expanding further on what we discussed above, Zoho CRM can help your business in so many ways:
Collect valuable metrics - Easily create sales reports and view analytics with one click. Share these reports with the team and use them for process improvement. Analyze your sales funnel and its effectiveness while keeping tons of valuable information organized and attainable. Make smarter, data-backed decisions!
Organize leads and contacts- Zoho allows you to merge other CRMS with their system so you can have all your data in one place. It will also help you collect contact info and determine what leads are worth pursuing. They have products like SalesIQ to make this piece even more seamless.
Analyze your process- Zoho CRM will help you take a look at your sales processes and figure out where some holes could be. Define a process for your sales team with Zoho’s Blueprint function and optimize each step through the sales pipeline.
Communicate with customers- After all, customers are the focus with CRMs! Keep in touch with both actual customers and potential customers through email, social media and your website. Keep involved in the conversation people are having about your business!
Manage inventory- Zoho CRM is not just limited to contact information! Let it help manage your inventory and keep your ecommerce side operating better than ever.
Familiar integrations- We love to see some awesome integrations, and Zoho has a lonnngggg list of them! Many of these integrations are applications and companies you are beyond familiar with, which is a huge plus.
One of the best ones? Google Ads! Your business won’t get far without the help of Google, so why not have your CRM work alongside it? Other great integrations that you’ll recognize are Shopify, Quickbooks, SurveyMonkey and the entire G-suite!
Great Zoho integrations- Easily add on Zoho’s 40 other products and create the ultimate combo for your business needs. You even have the option to upgrade to Zoho CRM Plus or Zoho One and immediately get more benefits from their additional features!
If it isn’t already clear, we are huge fans of Zoho CRM here at Woggle! We also happen to be huge fans of a smooth process and a successful business– good thing they all go hand in hand!
Invest in your customer relationship and mitigate some of those unnecessary headaches– give Zoho CRM a try!
Sales orders may be something you never thought you would voluntarily read a blog post about, but boy are we ready to rock your world!
Okay, let’s be honest here: There’s no surefire way to make the topic of sales orders exciting, but there are definitely some undeniable reasons for why you should be using them in your product-based business!
Is it hard to imagine incorporating more forms and steps? Does it seem overwhelming to alter/add to your current process? These concerns are all understandable! We totally get it, and we’re here to show why a little extra virtual paperwork might not be such a bad thing for your biz!
All the terms within a sales process can get repetitive and confusing. So what is the difference between these terms you hear all the time? Well, let’s start with the first part of most sales processes: the quote.
A quote is the estimate a potential buyer/customer would request from a seller. In return, the seller creates a quote consisting of prices and other pertinent details about a potential purchase.
Next, you would have a purchase order (if the customer decides to make the purchase based on the quote). A purchase order is an official document and details what the customer plans to buy from the vendor.
Following the customer’s intent to buy, a sales order comes into play. A sales order will accept conditions laid out in the purchase order and reflect other details about the transaction. A sales order will contain items like delivery information, timelines, and payment method. It also includes prices and quantities.
To sum up the whole process, an invoice is sent. Invoices reflect information confirmed in the sales order, but focus more on collecting payment from the buyer.
For starters, sales orders are the only piece mentioned above that reflect the interests of both parties involved. A quote is controlled by the seller. A purchase order is controlled by the buyer. The invoice is for the seller’s benefit (gotta get that cash!).
A sales order, however, represents what both the buyer and seller need from a purchase; it reflects both sides of a sale.
Does the sales order accurately line up with the purchase order? Does the seller have the inventory needed to ship immediately? A sales order keeps both parties in the loop and ensures a successful transaction.
Sales orders can give you some extra beneficial data for reference down the road. No one wants to be audited– but it’s just a part of being a business owner. Wouldn’t it be nice to have a few extra bits of information for peace of mind and an easier process? Wouldn’t it be convenient to have a better trail with less likelihood of getting lost combing through years of sales? Sales orders give you more precise documentation that can really help with compliance and save you major hassles.
Back to the less scary stuff: this extra data can even help your business grow and succeed! Yes, you read that right, a simple sales order is better for your business!
Sales orders can help you better track inventory and make helpful projections about future needs.
For instance, if you have a frequent customer that keeps making multiple purchases within a short time frame, you can use sales order data to optimize and properly manage your inventory process. Know when to order items and know when to hold them for customers. Not to mention, you can create multiple sales orders for this customer and only send out one invoice! Save yourself some time and effort, while continuing to collect useful information.
Aw, did that sentiment give you the warm fuzzies? Well, we aren’t lying: you have the support you need to run a successful business! So if you are overwhelmed about dealing with this sales order stuff alone, have no fear- Zoho Books is here!
No, but seriously, Zoho Books can truly guide you through a potentially confusing process. Not sure how to even create a sales order? Zoho has templates. Have multiple brands that are getting hard to juggle? Zoho Books can juggle them for you! You can personalize your sales order and create a separate style for each of your brands.
Zoho Books also makes it super simple to convert a quote into sales order all in one place. Then once it’s time to collect payment, easily convert it to an invoice! All it takes is one click from a drop down menu.
Only have the inventory for part of the order? Zoho Books can help you send a partial invoice so you can go ahead and send the stock you have! Make the customer feel appreciated and build a trusting relationship by not making them wait forever for their order!
Zoho Books even lets you switch sales orders to purchase orders so you can buy that inventory you’re missing! And like with all things Zoho, you get valuable insights and information as you go. Plus, you can easily communicate anything you want to your sales teams and coworkers.
Now that you understand why sales orders are important, we hope you feel better about incorporating them into your business! Make that sale and keep those customers coming back by continually improving your sales processes!
Zoho Books is a great way to manage this crucial aspect of your business, and we can’t wait to hear how some simple changes will benefit your biz!
Want to find out how we can help you? Book a FREE consultation!
If you have missed the email campaign train (excuse the rhyme), then you have missed a major marketing opportunity. Businesses of all types are building their email lists and utilizing this method to communicate updates, sales and so much more!
Are recipients guaranteed to open every email? Nope, but they are on that list for a reason- whether they already made a purchase or expressed some sort of interest in your company!
So, what is your business missing out on by not catering to a well-established group of subscribers? Good news: it’s not too late to jump back on that email campaign train! And with some additional clarification on different types of content and campaigns, you’ll be an expert in no time!
Did you know over 4 billion people use email on a daily basis? And by 2023, that number is only expected to grow. A majority of email users check their inboxes more than once a day and it’s how they find/receive the most coupons and promotions.
Businesses of all sizes and niches utilize email campaigns, so don’t worry about your business not being a “great fit” or not being “big enough”. It’s all about testing out what works the best for your specific situation and catering your content for optimized results.
Speaking of content, that leads us to our next pertinent topic: types of email campaigns and the content they include!
In case you’re wondering if you accidentally clicked the wrong link, this isn’t an article about trees. However, it just so happens that the term is named after evergreen trees, considering they don’t lose their leaves and remain consistent no matter the season!
When we refer to evergreen content, we are talking about content that remains relevant and relatable for a long period of time. Ideally, you can use evergreen content for years without it becoming outdated or irrelevant.
Evergreen content is great because of its ‘one and done’ vibe, which ends up saving you a lot of time and effort. Create some evergreen content once and use it over and over again. It’s great for editing a bit and repurposing down the line (with minimal work required).
If you take this concept and apply it to email, you have (drumroll, please): an evergreen email campaign! It’s consistent and does a great job with helping you build a relationship with subscribers.
Let’s look at some things that would fall into this category:
What to avoid:
× Anything seasonal
× News articles
× Anything considered trendy
Broadcast campaigns are quite the opposite of evergreen campaigns, and (in our opinion) much easier to understand and create.
Broadcast campaigns are your standard time-sensitive emails where in a month or even a few days they can have a totally different meaning. This is probably the bulk of what appears in your inbox, especially from stores and restaurants.
Although broadcast campaigns aren’t going to be part of the “one and done” mindset like evergreen campaigns, they are good ways to get attention quickly.
Some examples from this category would be:
With broadcast campaigns, you don’t really need to worry about what to avoid. Honestly, the options are endless with this one! They are a great way to attract attention and create a quick uptick in revenue.
So, all this information is great, right? But what about how to proceed? Which type of campaign is working better? How will you know what to change or what to add? How will you know if this email stuff is worth it??
That’s where Zoho Campaigns comes in! You don’t have to be alone in this email maze, paying for multiple services recommended by multiple blog posts. Zoho Campaigns is a one-stop shop for your email marketing needs!
Not only will it automate processes for you and cultivate a growing subscriber list, but Zoho Campaigns allows you to conduct A/B testing and determine what’s actually working the best!
Test out types of content (ahem, like evergreen vs broadcast) while tailoring your intended audience.
Zoho Campaigns will track who is opening your emails and all kinds of other helpful subscriber stats that will move your email marketing right along. You no longer have to fear that you’re wasting time on something that isn’t working– Zoho has your back!
Email marketing can be super effective and doesn’t have to be a headache. Hopefully we have convinced you it’s not that hard to get started on your email campaign journey, and that there’s always resources ready to guide you out of a conundrum!
As always, we’d love to hear about what works for you and what you can do without– after all, we care about your success! Until next time, Email Explorers…
Want to find out how we can help you? Let’s chat.
Annnd we are back with yet another great episode of Zoho Books: Accounting Software Extraordinaire! Boy is this a series we could easily binge-watch… Ok, maybe Zoho Books and chill doesn’t seem all that appealing- we get that. Something that does seem appealing? Another great Zoho Books integration that makes the tax side of your small business seem like less of an obstacle: Avalara!
With this handy integration, Zoho Books not only has your accounting under control, but you’ll be able to rest easy knowing you are sales tax-compliant!
Growing your business takes a lot of time and energy; why not focus on what’s important while Zoho Books and Avalara take care of the nitty gritty money details? Makes perfect “cents” to us! (Don’t worry, that’s it for the puns for today.)
If the accounting world had high school superlatives, Zoho Books and Avalara would 100% win the cutest couple title. Now you may think that’s a bit extreme, but hear us out!
First of all, Zoho books allows you to automate all your business’ accounting needs for a very fair rate. Invoices, reports, inventory-tracking– Zoho Books has a feature that covers just about anything you can think of.
However, one thing we are missing from this accounting equation: the expansive and mysterious world of sales and use taxes. (Does reading the word ‘taxes’ make you cringe? Because it sure did make us cringe as we wrote that.)
That’s where Avalara fits in perfectly: they offer cloud-based software that can help just about any size business remain tax-compliant. Whether small, midsize, or enterprise– your business doesn’t have to continually battle the confusion and overwhelm that taxes can cause. Struggling with keeping track of all the new regulations? Confused about the categories your business falls under? Avalara is built for businesses with questions just like these!
Sick of manually entering everything and doing the math yourself? Does it make you nervous to count on free applications and websites to take care of such an important task? Avalara is a great way to automate your sales tax situation while you focus on everything else that’s important!
Plus, Avalara can truly be a ‘set it and forget it’ scenario, because they will add updates and automatically keep everything compliant no matter the random changes.
Do resources on taxes often create more questions, rather than answering the ones you came there for? Don’t worry, it happens to us all the time. (It may have even happened to us as we wrote this very blog post…)
So, we’ve accumulated a list of things that we wanted more clarity on, and that Avalara just so happens to take care of for you:
Did you know you have to register your business before collecting sales tax? Any state where you make sales, you have to register your business with that state. If it sounds like a hassle (and too much paperwork), that’s where Avalara steps in and not only simplifies the process, but makes sure you have registered in all the right states.
Does your state offer tax exemption holidays? Do you know who qualifies as exempt? Does your product/service qualify for exemption? If you’re like us and don’t have time to worry about details like this, Avalara knows all the answers to these questions and more.
Like we mentioned before, you won’t have to worry about any new laws or changes with Avalara around. They do all the research for you!
Location is important when it comes to sales and use taxes. Do you understand your jurisdiction? Are you charging the right amount of taxes for your jurisdiction? Turns out your jurisdiction is way more than a zip code! Avalara can determine all of this for you (or confirm you have been doing it correctly).
If you conduct a certain type or amount of business in a given state, you have possibly created a nexus in that state. This means you must collect sales taxes and pay them what you collect. Even better, every state has different rules (yes, we’re serious). Sounds like we’ll let Avalara handle that potential nexus chaos!
Does your business involve more than just straightforward retail? Are you unsure of how to proceed with sales taxes? Are you unsure if you even need to collect sales taxes? With things like short-term rentals, you may be missing some tax items, whereas you don’t have to worry about it under a marketplace facilitator like Etsy. Avalara will look at all these factors and determine what you need to consider!
If you run sales through your site and use an ecommerce solution like Shopify or Squarespace, you have to collect your own sales tax. Thankfully Avalara can seamlessly integrate with your ecommerce platform and make that way easier!
Avalara is just one giant confidence boost for business owners, and that’s something we can get behind! Put your mind at ease and walk away feeling:
Honestly, we keep thinking of more and more great things about the Zoho Books and Avalara duo, but we want to keep this short and sweet. Head on over and check out what options are a great fit for you and your business!
Emails are so fun! They are the highlight of my day! (Said no one ever).
How do I start this email? How do I sign this off? Is this too formal? Did I use too many exclamation points? Did I put in the correct address? HOW DO I LEAVE THIS EMAIL CHAIN?
Emails get a bad reputation because they are associated with work and that’s just no fun! However, they have become a communication staple and most organizations can’t conduct business without them.
What’s our point? Maybe it’s time to stop hating email! Since it’s pretty much inevitable, maybe it’s time to embrace the things that make email a little easier (and possibly more enjoyable)!
That’s where our lovely friends at Zoho come in with another awesome product: Zoho Mail!
Let’s talk about a few ways Zoho Mail can make emails a little less nightmare-ish for you and your business!
If it’s not customizable, it’s more than likely not going to be Woggle-approved. Lucky for you, Zoho Mail has passed our rigorous tests and is more than capable of becoming an all-star email solution for your business!
Zoho Mail allows you to easily manipulate basic items like password policies and spam filters. Set conditions and create guidelines that are optimal for your business; You can even create groups with specific group moderators and assign roles all from one convenient control panel.
One of our favorite Zoho Mail features? Custom domains! Ever get tired of the same old domain options? Have no fear– you can create your own domain using your company name! For example, we could claim wizards@woggleconsulting.com as our very own! (Maybe we should seriously consider this…)
But in all seriousness, you can use a custom domain and create an email for different departments or individuals. You can also create multiple email aliases. As an added bonus, there’s no limit to the number of custom domain email addresses if you choose a paid plan!
Streams is another great aspect of Zoho Mail that keeps things running smoothly. Communicate with the team on a shared wall, start a group chat, or even collaborate within an email. Yes, you read that right– Streams allows you to consult people about a draft before you even hit send!
Instead of a lengthy, confusing, and time-consuming email thread, Streams allows everyone to easily tag each other and collaborate in a more “social media-esque” way.
Data privacy and security– that’s what we like to see! With the topic of email, data is an especially important topic that no business should ignore!
Are they selling my data? Who can access my data? Where is data security on their priority list?
Thankfully Zoho takes this very seriously and offers an abundance of features that make your email super safe. Zoho is GDPR compliant, ensures emails are encrypted, and even includes unusual activity reports among their lengthy list of features.
You can also enjoy an ad-free mailbox (yes, ad-FREE) and rest assured that they aren’t using your data to tailor ad campaigns.
Zoho makes sure none of their own employees can access your data/emails unless there’s a very specific reason or help request! You can even set your own password policy and have all users reset passwords as consistently and often as you please.
Like other “suites” out there, Zoho Mail offers a handy Calendar feature along with Tasks and Notes.
Take a peek at their website for more details, but there are five incredibly convenient ways to create tasks, including directly pulling info from within an email. You also have the option to create subtasks, along with notifications and email reminders.
Worried about transitioning to an entirely new email service? Zoho Mail has you covered with their migration tools: move over your emails from any provider with Zoho’s migration wizard! (We’ve talked a lot about wizards in this blog post…)
Use the mobile apps or access everything on your desktop– whatever is most convenient. Zoho Cliq is another great option that will sync all your Zoho information on all your devices!
Have multiple tasks created within Zoho Mail along with tasks from other products? You can easily see all your Zoho tasks all on one convenient screen! Access your control panel wherever, whenever and with offline mode, you can work in Zoho Mail even when Wi-Fi’s not the most dependable.
We could talk about the wonders of emails for days..
Okay, that’s actually not true– but we could easily talk about the wonders of Zoho Mail for days! Like any other great Zoho product, Zoho Mail has tons of great features at a great price point. (And if your business has 5 or less employees, you can actually use Zoho Mail for free!)
Reasonably priced, accessible, and tons of awesome integration options– Zoho Mail may just be the perfect email solution for your business!
Want to find out how we can help you? Let’s chat.
We all have a bit of DIY-ness coursing through our veins, pushing us to take the “cheaper” route. Why consult an expert when we can YouTube it, right? After all, so much information is right at our fingertips! But what about when it comes to accounting?
This DIY attitude may work in some circumstances, like with minor home repairs or starting a business, but let’s face it– we’ve all gotten halfway through a project and wished we had just hired someone to help.
We’re not saying you shouldn’t take it upon yourself to carve out ‘cat doors’ throughout the house you are selling (ahem, we may have witnessed this)--but we are saying it could be beneficial to consult an expert first.
Small business owners like you are extremely busy people! It may seem wiser to go a cheaper route and do as much as possible on your own, but you could waste quite a bit of time (and money) in the long run.
Perhaps it’s time to look into some of the many great options out there, like Zoho Books and SurePayroll– they’re ready and waiting to make your small business routine and accounting a little easier!
If you visit our blog often, you are no stranger to the wonders of Zoho! Zoho Books is just another great Zoho product to add to your list of small biz must-haves. Accounting can be a messy venture, and “mathing” may not be your strong suit, but have no fear: that’s where Zoho Books comes in!
Invoicing, tax calculations reports– you name it, Zoho Books can help. For a very fair rate, you can automate all your business’ financial processes with this handy online accounting software.
And just like all other Zoho products, Zoho Books’ integration game is on point! Seamlessly integrate with services like Avalara, Shopify, PayPal, and Slack. And while we’re on the topic, that leads us to the most important Zoho Books integration of all: SurePayroll!
SurePayroll is a game-changing payroll service for small businesses like yours. Specializing in companies with less than ten employees, SurePayroll may be just what you need when you aren’t interested in committing to a much more complex service.
We get it; you aren’t a massive corporation and don’t have a huge budget! SurePayroll is excellent for small businesses- they offer many advantages at an accessible price point. Not to mention, the amount of time it can save you (especially when partnering with Zoho) will make a huge difference!
Let’s circle back to our ability to DIY all the accounting and payroll processes: it’s doable, but it can be risky!
Here are a few reasons why skipping a full-service solution like SurePayroll may be unideal for your business:
Increased risk of errors: You are human, so mistakes are practically inevitable, especially as your business grows and you gain more and more employees. With the labor market being so competitive, the last thing you want is to mess up someone’s paycheck. Let SurePayroll handle the nitty-gritty!
Ever-changing laws: Do you read all about tax and labor laws on a daily basis? You are not alone! Tax and labor laws are complex, and it’s hard to stay compliant on your own!SurePayroll keeps track of pertinent laws for you!
No additional help/resources: SurePayroll comes with live support and HR solutions. It takes care of tax filing mistakes! If you get lost in the payroll process, someone has your back. If you don’t utilize a payroll service, you could have costly and time-consuming issues to handle on your own.
Now that we’ve sufficiently scared you, let’s talk about the benefits that go along with a payroll service like SurePayroll:
Live Support: We have to mention this again because it’s important! US-based support is at your fingertips, even during the evening and on weekends. Vital resources are only an email, phone call, or live chat away!
Time-saving: Your time as a small business owner is an extremely valuable asset. Imagine the time you could be saving by only accessing payroll when you have to make changes or double-check something. SurePayroll could save you hours to spend on something more important!
Convenient Access: Access SurePayroll on your phone or any other device with one click or tap.
Skip the Calculator: SurePayroll can calculate overtime rates, bonuses, mileage, PTO, and just about anything else you can think of! Making a minor mistake on these calculations could cost you some major moolah, so why not leave it to the experts?
Handy Reports: Easily access and download customized reports. Simple, yet essential!
Sorry to rain on your DIY parade, but we are just fans of consulting the experts! Hopefully, we’ve given you some great reasons to make your life a little bit easier with accounting software like Zoho Books and SurePayroll!
And you know what? If we haven’t entirely convinced you, here’s a great deal so you can personally see what all the fuss is about!
Contact us if you have any questions!
Here on the Woggle blog, we talk about all kinds of solutions for your business, from the uber complicated to the most basic fixes. Today we are heading back to the basics and discuss the foundation of any successful business: customer engagement.
Customer engagement includes the more sales side of operations and the customer support side as well. You can have all kinds of bells and whistles, but without an effective way to offer the right resources or help with concerns, your business will struggle.
That’s why our friends at Zoho have stepped in and created SalesIQ, AKA the ultimate customer engagement solution.
Let’s talk about what all Zoho SalesIQ can do for your business (and why it might be a great fit)!
Zoho SalesIQ has the ability to track important information about website visitors and can distinguish hot leads from lukewarm leads. Through SalesIQ, you can figure out where visitors are spending their time, what they are clicking, and even what led them there.
Are they returning customers? How did they find your website? Did they run into problems? SalesIQ can give you insight into all these things and so much more! It can even create a contact “profile” from the information gathered. If you have a B2B model, it can identify companies that frequent your site from something as simple as an email address.
Increase your conversions by gathering pertinent insights in real-time!
We’ve all been there: you visit a website and encounter a chat function with automated answers and resource links. Have you ever thought about what runs that chat? Or who set it up?
With Zoho SalesIQ, you can easily place this kind of chat function on your website! Through this application, you can speak with customers in real-time whenever you (or your agents) are available.
On top of a live chat, you have the ability to screen share (both ways) or launch voice calls when a simple chat isn’t exactly doing the trick. Customers also have the option to reference previous chats, which can come in handy if they don’t feel like screenshotting an entire conversation.
Plus, if you have customers contacting you through other sources like Facebook or WhatsApp, you can connect it all to SalesIQ and handle all communications from one place!
What if a customer has an issue at 2 am? Well, that’s why Zoho SalesIQ created non-live chat features!
SalesIQ allows you to create your own helpful articles that can be auto-shared through chat; you can also do this with FAQs you’ve encountered. Set triggers within chat that will automatically give them relevant information or redirect them to another department.
Zoho SalesIQ doesn’t force you to use generic templates and responses– you get to personalize the chat until you feel it’s appropriately serving your customers (and making your life a little easier).
We’ll clear up one of the most asked questions: Can I customize it to my liking?
Zoho is great at offering customizable solutions, so of course, SalesIQ is no different.
Like with most Zoho products, you can seamlessly integrate Shopify, WordPress, Salesforce, and other commonly used applications that you already pay for. You can even pull information from these applications through widgets and use them while you chat with customers!
With these widgets, you can have whatever data you need at your fingertips! Yep, that’s right: close out those 55 tabs in your browser– SalesIQ will let you conveniently pull up what you need inside the chat!
Control lead-creating criteria, chat triggers, and what data fields are displayed. You can even add criteria for blocking spammers and other digital nuisances.
Zoho SalesIQ not only helps you set up a great customer support system, but it also helps evaluate how well it’s working!
If business operations involve more than just you engaging with customers, you can easily monitor agent performance. Figure out shortcomings and areas that may need a little spruce. Monitor chats as they are happening to give real-time feedback or jump in and assist. SalesIQ even gives you the option to set up surveys for additional customer feedback.
B2B? B2C? B2…alien? Whatever your business model or product/service, SalesIQ has probably encountered something similar.
To boost your confidence on this subject, visit the Solutions tab on the SalesIQ website and read all about the variety of businesses they’ve assisted. Realtors, travel agencies, colleges–you name it, SalesIQ has created a tailored solution.
PS: Visiting this page even gave us ideas we never would have thought about otherwise!
Can you perfect customer engagement? No. Can you optimize customer engagement in a day? Also no.
What can you do? You can use Zoho SalesIQ to try out some new approaches, tweak existing processes, and brainstorm fresh ideas.
At the end of the day, It’s all about the customers! Utilizing SalesIQ to improve the customer experience will boost their confidence in your business and give them a reason (or several) to keep returning to you.
Want to find out how we can help you? Let’s chat.
Let’s be realistic: Business owners cannot possibly be experts on everything. It may seem cheaper to wear all the hats, but ultimately time-consuming and unsustainable.
That’s where Zoho and its myriad of solutions come into play– access the help your business needs and free up valuable time to focus on other things. One of our favorite business solutions? Zoho Creator!
Curious what the magic of Zoho Creator has to offer a savvy business owner like you? We’d love to tell you!
Zoho Creator is a straightforward and reasonably priced way to create custom applications for your business. No coding background? No problem! Lacking years of IT troubleshooting experience? Zoho has you covered.
It can take tons of time and research to find an appropriate solution, and the application may still not cover all the necessities. Or even worse, you are paying for extra features you will never use. Zoho Creator enables you to custom-build a solution that truly fits your business needs instead of settling for something just okay.
You can build what you need and insert it just about anywhere online, from websites to email campaigns. Zoho Creator will help create an application that collects and organizes whatever data matters to your business. Contact information, inventory, purchase tracking– you name it, Zoho Creator can build something for it.
Let’s look at some more benefits of trying out Zoho Creator!
We say this about every Zoho product because it’s not only important, but it’s so true! All of Zoho’s features are user-friendly and incredibly straightforward. They structure things so that instead of having to find an expert, you become the expert!
Zoho Creator makes custom applications attainable for everyone, despite your training or certifications. It’s super quick and easy to import data, and it even integrates with over 500 commonly-used third-party applications like Shopify and PayPal. It also integrates with all of Zoho’s other products.
Once you create your great new application, you can access it anywhere, anytime. You won’t be limited to a desktop to update data– you and all other designated users can log in on mobile devices!
Listen, your IT department has enough on its plate. Whether that department is one person, ten people, or completely nonexistent, there’s a never-ending to-do list in this digital age.
Building your applications through Zoho’s cloud-based software means one less call to IT. Easily make updates and additions through your Creator account. Zoho’s attentive customer service and helpful troubleshooting resources are always available to help when you run into an issue.
Are you overwhelmed by the 38 different types of data fields? Confused about what option would be best for what you need? Don’t worry– Zoho Creator has templates to make your life easier (you won’t be stuck building everything from scratch). They also have user guides based on business size, niche, and your role in the company if you really don’t know where to start!
Data can be overwhelming, and the only way to consistently improve your business is through effective data analysis. But what comes after collecting and analyzing that data? Where does it go? How much sits unused?
Data needs to be reported and easily visualized. Zoho Creator’s Reports and Pages features provide detailed reporting with great visuals of complex data. Don’t worry about sifting through spreadsheet after spreadsheet– Zoho Creator will create concise and colorful graphics and charts to display information!
PS: It’s 2022, so we can’t afford to skip over an important topic like data security! Like all of Zoho’s products, Zoho Creator takes data privacy and protection very seriously. They even give you complete control over what other users have access to your applications. Rest assured that your data is in good hands as you explore new business solutions!
Have we mentioned that we love automation? Jump into the ‘set it and forget it’ mentality with Zoho Creator! Being a business owner is busy and stressful– automate some processes and lessen your load!
With Zoho Creator, you have the option to build an application with control actions that will trigger a workflow. So when a customer takes a specific action, you can set your application to automatically redirect them to another page or send confirmation emails and appointment reminders. There’s something you can automate within your business, and Zoho Creator is the perfect place to experiment!
Last (and certainly not least), we feel the need to hit on Zoho Creator’s accessible price point. Like with any Zoho Product, there’s a free trial. The free plan is also a great option if you’re not quite ready to jump in with both feet!
Check out their detailed plan pricing comparisons and figure out the right option for your business!
Business owners everywhere seek one thing: Easy to use business solutions at an accessible price point. Zoho offers just that, and Zoho Creator is a great place to start. Try it out. We would love to see what you build!
Contact us for a consultation!
Social media as a marketing tool has really taken off in the last few years. Not only are social platforms free and on-trend, but they cater to a variety of demographics. With that said, it is important to acknowledge a marketing tool that has been around for far longer: email.
One piece of advice that we have heard more and more lately is that an email list is crucial to growing your business. If all your customers only follow you on Instagram or TikTok, you risk losing all progress if the platform shuts down or makes significant changes. With email, you have an established list of contacts no matter what happens to the tools and platforms.
So, what’s one of our favorite tools for managing email marketing? Zoho Campaigns. Let’s look at why Zoho Campaigns (and email marketing in general) are essential to consider.
Take a look at your email inbox– companies take all sorts of approaches to reach you! You’ll see newsletters and cart abandonment follow-ups, freebies, and discount codes. Email marketing is still an incredibly relevant approach to boosting sales and customer engagement.
Not only is it important, but it’s become increasingly easy to manage an email campaign through software like Zoho Campaigns and other popular tools.
Currently, about 64% of small businesses utilize email marketing. Not only that, but for every dollar spent on email marketing, companies report an ROI of about 42 bucks! Those numbers are pretty convincing, and it’s kind of difficult to find statistics arguing against email!
Okay, so what is email marketing exactly? Email marketing software like Zoho Campaigns and MailChimp collect contacts through sign-ups on your website or other lead generation tools. They allow you to build customized emails with specific messages and can automatically send them out to your email list.
Email marketing software can automate the entire process! We can connect with customers and send information about promotions and events by email. The true gem? Email enables us to build a trusting relationship with our client base that keeps them coming back!
With Zoho Campaigns, you have pre-designed templates ready for use. Create a customized message and tailor the CTA. You can even customize content based on the targeted demographic and perform A/B testing to see what’s most effective!
Zoho Campaigns allows you to set the email frequency so it won’t seem like you’re spamming everyone. It will monitor recipient activity on sent emails and send follow-ups based on that activity.
Zoho Campaigns has a feature where you can score subscribers based on engagement, giving insight on sales potential and when to move them to a CRM.
It also offers real-time analytics and reports because how can we improve our business operations without analytics?
Zoho is great when it comes to integrations! They don’t force you into purchasing all their products and services– instead, they give you the option to bring currently used products along for the ride.
One of the best Zoho integrations for product-based businesses is Shopify. Zoho Campaigns will combine with Shopify to send emails about purchases, abandoned carts, and store updates.
Additionally, it integrates with website builders like WordPress and photo providers like Unsplash. Zoho Campaigns also works with HubSpot’s CRM, Survey Monkey, DropBox, and social platforms like LinkedIn and Facebook.
Let’s face it, the more we can save on business processes, the better.
For this reason, we took a look at Zoho Campaigns competitors and made some price comparisons. MailChimp, often recognized for its data-backed campaigns, costs $17 per month for 500 contacts, whereas Zoho Campaigns is $4 per month. For 2,500 contacts, Zoho Campaigns is $10 per month, and MailChimp is $59. Keep in mind that those prices are for a standard package.
Zoho Campaigns and MailChimp both offer a free package (until you find yourself needing more add-ons). This is nice when you are overwhelmed by options and just want some low-pressure trials. Hubspot also offers a free package under the same circumstances.
FloDesk offers no free options but quotes a flat rate of $38 per month for any package. This may not be a bad option if you want a fancy package with all the bells and whistles.
Overall, Zoho Campaigns is cheaper and offers all the features you could ever need. Whatever your specific marketing need, Zoho probably has you covered for a nominal fee compared to other software.
If you haven’t already entered the world of email marketing, we suggest you try it out! It’s never too late to improve strategies and invest in the growth of your business. Obviously, we are fans of Zoho Campaigns and all the other great Zoho products, but we are always here to chat with you about whatever route is best for you and your business.
Imposter syndrome is easy to catch, especially with information thrown at us from all angles. Business owners are constantly in a state of comparison, worrying about the competition and how to stay relevant. They have to worry about the next steps and how not to get overwhelmed.
Today, we remind you of something important: no business is too small to invest in the right tools.
Yes, you heard us correctly– nurture and invest in your business! If you don’t invest in it now, how will it ever become the Allstar you know it can be? We also happen to know of a great place to start: CRMs.
There’s the imposter syndrome kicking in! We can hear it already! Well, shut it down because your business is fully ready to add a CRM to its toolbox. If you find the right CRM that fits your business needs, it will propel your business forward.
CRM stands for Customer Relationship Management, and the concept is pretty straightforward: CRMs take care of your customer relations from start to finish. They collect valuable info from customers, determine potential leads, and manage the relationship going forward.
Depending on the CRM, it honestly can do anything to help with your business needs, from finances and sales reports to customer support.
By 2027, the CRM market is expected to skyrocket to 113.46 billion dollars! Businesses of all sizes and niches use CRMs and get some major bang for their bucks. Now let’s take a look at some more reasons why a CRM would be great for your small business!
All businesses start from somewhere, but that doesn’t mean you have to stay there. If your business is doing well and you know it’s getting bigger and harder to manage, invest in tools to aid scalability. Growing pains will happen– CRMs can be a major help with those pains.
Take on more customers and profit without hiring tons of extra team members. Let the CRM do the mundane, time-consuming tasks. Let it organize the information and create reports. You’re going to outgrow those spreadsheets, so let the CRM take over!
Don’t get bogged down by a growing number of to-dos; pay a monthly fee and let the CRM perform its magic.
Concerned about finding the CRM that aligns with your business growth goals? Zapier did an excellent report on the best CRMs for different needs. Are you worried about the price? Need help with scaling? You’ll find something that suits you on this list.
Listen, the middleman gets a bad reputation– sometimes it's not all that bad of a concept!
You don’t have to worry about human error with a CRM because it will communicate pertinent changes and news. A CRM will consistently update information and make necessary phone calls. It will know when to follow up (and actually follow up), so you don’t have to hire another person to handle that.
We’re all about giving people jobs, but sometimes more hands in the pot can make a real mess. Forget about the human go-betweens and add in a CRM– we’re confident you won’t regret it.
After the CRM frees up some valuable time for team members, they can focus on more pertinent tasks. What's even better? Those weary tasks won’t result in lost information or reports. Input something into the CRM one time, and it will be available for all to see.
With a CRM, team members don’t have to worry about communicating spreadsheets and new information with each other— it’s all easily accessible in one place. Less paperwork and side emails make a much more manageable group project.
CRMs gather contact information from customers and potential customers, but they do much more than that! They can determine leads, generate reports, help with invoices, and track website activity.
CRMs will even assist with customer service and support, tackling the items that you won’t necessarily be able to keep up with by yourself. A growing business means more customers, but that comes with complaints and an increasing focus on customer satisfaction. Let the CRM keep your customer relationships strong and help with returning sales.
If you are paying for other services and are worried about juggling those on top of a CRM, don't worry– many CRMs can seamlessly integrate with other applications.
For example, Zoho can integrate with many popular applications, like Slack, Shopify, MailChimp, and Quickbooks. They even team up with RingCentral, a phone system designed for small businesses. And (don’t worry, we won’t list them) we heard Zoho can integrate with RingCentral in 192 different ways!
Don’t sell yourself short simply because your business is small. Start investing in the right tools, and it will jump up to the big leagues before you know it. Woggle will help you find the right CRM fit for your business, and we can guarantee you won’t regret it!
