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zoho crm implementation support and guidance

A Personalized Zoho CRM Set Up To Help Your Business Drive Results

One thing that distinctly separates your business from large, VC-funded startups or unicorn companies is that they have the financial wherewithal to hire hundreds or thousands of people…

Whereas, yours is a small- or medium-sized bootstrapped company where you’re very particular about how many people you bring on board. You don’t want a case where you’d hire many people and their skills would be underutilized.

Yet, you want to run a company where processes are tailored to help you drive the desired results and scale your business. One of the surest ways to achieve this is to automate your business processes using software tools and apps – one of which is the Zoho CRM app.

We’ll walk you through everything you need to get started on setting up the Zoho CRM app in a way that positions your business for success.

Have you used and abandoned Zoho? Do you currently use Zoho but believe you’re not getting the best for your tech stack? Are you seriously considering a CRM tool to switch to? Read on to learn why you should invest in a Zoho CRM tech stack today.

What is Zoho CRM?

Zoho CRM is a powerful customer relationship management tool that allows you to pool together your resources, data, and insights from your marketing, sales, and customer support activities to effectively and efficiently meet your customer needs at every stage of the buyer’s journey and continually delight them even after their first purchase.

Opting for Zoho CRM would see you join over 250, 000 other businesses in the world who run their business using workflows and automation to better deliver services to their customers.

The Features and Functions of the Zoho CRM App

Zoho CRM is such a powerful tool with several features that will make running your business easier, more effective, and more efficient. These Zoho CRM features can be broadly classified under:

Sales Force Automation

The Zoho Sales Force Automation feature allows you to automate processes that will significantly improve your company’s sales efficiency and boost your revenue. These functions include:

Lead Management

It’s not enough to create a lead generation or lead nurturing strategy for your inbound marketing efforts. If you want to drive the right results and generate a sales volume that measures up to your business goals, you need a platform that allows you to effectively manage your leads.

Through the Zoho CRM software, you can identify quality leads from your generated leads using an AI-powered lead scoring system, collect and analyze the most essential pieces of information about your leads, monitor and measure your ROAS, and engage your leads across multiple channels using omnichannel marketing.

Deal Management

Scaling your business is not necessarily about doubling or tripling your customer base. When you focus on getting high-ticket clients and delighting those customers to become recurring customers, you will successfully grow and expand your business.

The deal management function of the Zoho CRM allows you to fully customize your business’s sales processes, learn vital information useful for up-selling and cross-selling your customers, create unique sales processes, and tap into insights from past deals to uncover new opportunities for sales.

Contact Management

One mistake several businesses make is that they see their contacts as numbers or just another entity in their business ecosystem. Your contacts are more than that – and you should ascribe enough value to them.

You can strengthen how your business relates to your contacts through the contact management function of the Zoho CRM. This CRM allows you to communicate with your contacts across multiple channels and track all those communications in one pool, align your sales and support team for effective and fluid customer communication.

Account Management

Through the Zoho account management feature, you can collect data and insights to uncover new sales opportunities, manage customer info for building long-term and satisfying relationships, and segment your accounts based on how frequently they buy, how recently their last purchase was, and the monetary value of their purchase, thus identifying your loyal and valuable customers.

Workflow Automation

As said earlier, a small- or medium-sized enterprise like yours does not have the staff strength to manually manage customer info and attract, convert, and delight customers on a large scale. However, automated processes will ensure that you’re delivering your services efficiently and in real time, thus helping you build your customers’ trust in your brand.

Process Management

The Zoho CRM process management feature allows you to run a number of sales-focused functions designed to set your sales team up for success. These functions include:

Journey Orchestration

Personalization is the soul of any successful inbound marketing strategy. You need to create processes that will personalize each lead’s experience through the buyer’s journey, from the awareness stage, till they become your customer.

You can create and iterate customer journey maps in your Zoho CRM dashboard using data-driven insights. You can also build a tech stack that allows you to integrate third-party apps into your Zoho CRM to manage your business processes fully. ​


Zoho CRM allows you to engage your contacts and meet their content needs across several channels including email, live chat, social media, calls, web conferencing, real-time notifications, and self-service portals. Having a suite of resources that allows you to attend to your customers’ needs at every stage of their buyer’s journey and even beyond, and providing personalized and valuable information to them when they need it will give you an edge over your competitors. ​


Zoho CRM offers a wide range of analytic features that will uncover insights about your leads and customers and help you make informed decisions to better your results.

You can generate multi-dimensional reports, export these results, create report templates for repeated use, create custom reports that meet your specific business goals, and detect anomalies using Zoho’s intuitive AI.

Sales Enablement

Zoho CRM also gives you access to several sales tools to empower your sales team with all they need to drive results that align with your business goals. If you want to generate leads consistently and easily close deals, you need the sales enablement tools Zoho CRM provides you with.

You can integrate Zoho Meeting, Google Workspace, Office 365, and create personalized portals.

Performance Management​

You can manage your sales performance using the tools Zoho CRM puts at your disposal. This includes sales forecasting, categorizing your customers more efficiently using territory management, generating invoices in multiple currencies, and leveraging Zoho’s AI-powered sales assistant to boost your chances of closing your leads.

You can also track your website visitors, re-target them, and engage them 24/7 through the tracking function in the Zoho CRM. Furthermore, you can use the motivator function to challenge your sales teams by transforming sales tasks into activities and games and tracking performance. This allows your team to work creatively and without pressure, thus boosting their chances of driving better results.

Predictive Sales

Zoho’s AI-assistant feature, Zia, can help you better manage your CRM and get the best from it with a range of features including workflow suggestions, the best time to call, competitor alert, intelligent automation, sales predictions, CRM data enrichment, assignment suggestion, among others.

Zia is an intelligent AI sales assistant that leverages your data and history to deliver personalized services meant to help you meet your business goals. ​

Marketing Automation

You can automate your marketing processes and optimize them to generate optimal results for your marketing needs.

The Zoho marketing automation feature gives you access to a range of Zoho features for better marketing. You can create webforms to capture lead info, segment these leads based on some criteria, nurture your leads, and create ad campaigns that will help you move your prospects through the stages of the marketing funnel.

You can also manage your marketing attribution strategy using your Zoho CRM. This way, you’ll know which marketing channels are bringing you the best results and which ones need to be optimized.

Furthermore, you can measure how effectively your Google ad campaigns are performing using your Zoho CRM and the data it collates. You can also create email and survey campaigns that align with your lead nurturing and email marketing strategies.


One of the best things about Zoho CRM is that you can customize your dashboard to align with your business goals. This is where QuakeCinch comes in. Our team of experts will have a series of calls with you to understand your processes, business goals, sales goals, marketing goals, and team strengths to customize your Zoho CRM in a way that gives you leverage and drives the best results for your business.

Why Do You Need Zoho CRM For Your Business?

You need Zoho CRM for your business because it is a powerful tool that enables businesses like yours to leverage a range of tools, at an affordable price, in a way that sets your business up for massive success – if you use the platform the right way. Below are some of the reasons why you need the Zoho CRM for your business:

  • The Zoho CRM will save your staff time as you can create automated workflows that will help you run things efficiently in less time. It will also help you do more with fewer people. Your staffers can also attend to other crucial aspects of your marketing, sales, and customer support processes when you automate the aspects that support automation, thus helping you work on a larger scale. 
  • A clean and personalized Zoho dashboard will help to digitally transform your business. Also, with the team collaboration feature Zoho offers, you can modernize your business and have your staffers collaborate in real-time using tags, live chat, feeds, groups, and the Zoho CRM project management feature.
  • Your customer acquisition and retention efforts will yield better results when you opt for a well-customized and personalized Zoho CRM. You can align your sales and marketing teams within the same CRM thus allowing cross-functional activities and giving each team access to crucial data from the other team that will help business decisions.
  • The Zoho CRM also has lots of features that can allow you to attract the right prospects, capture demand, generate leads, effectively nurture these leads using personalized processes, identify your loyal customers, and create strategies and programs to help you cross-sell and up-sell these customers.

What Are The Competitors of Zoho CRM?

Zoho CRM has several competitors including Salesforce Sales Cloud, HubSpot Sales Hub, Keap, Freshsales, and ActiveCampaign.

When it comes to getting a CRM for a small- or medium-sized business, Zoho CRM beats its competitors based on features made available viz-a-viz price.

Zoho is your surest way of reaching your set ROI goals as compared to its competitors. Zoho also allows you to integrate a wide range of third-party apps and also transfer your data from other CRM platforms to your Zoho CRM platform.

That way, you don’t have to worry about losing your data when migrating from another CRM platform to Zoho.

Why choose QuakeCinch for your Zoho CRM App implementation support and guidance?

There are many Zoho partner agencies out there, but here are the things that stand us out at QuakeCinch:

Customer-focused services​

Our mission at QuakeCinch is to understand your business goals and create an ecosystem that allows you to pursue those goals effectively and generate the desired results for your business.

Expertise laced with experience​

We have both the expertise and experience to help you create what works, having worked with hundreds of small- and medium-sized businesses. At QuakeCinch, our services are not limited to helping you utilize the functions and features of the Zoho CRM app.

Result-focused and personalized set up and configuration

We will go over and beyond to create processes that will help you leverage the software and configure it in a way that will help you get the best out of it based on what you need to succeed as a business in your industry.
The thing is, Zoho has a plethora of features, and not all businesses need all the features of the Zoho CRM. At QuakeCinch, we will help you tap into the features that will help you achieve your desired results quickly and repeatedly drive success for you.
If you had previously hired a Zoho partner agency to configure your CRM but the set up is not driving you the results you need and you believe you can get more from the platform than what they did for you, QuakeCinch can help you clean up your Zoho CRM dashboard and reconfigure it so the product works in a way that aligns with your business goals.

Continued Customer Support

At QuakeCinch, we walk the talk. We value customer relationships and you can rest assured that our team will be there to support you and help you take advantage of the latest Zoho CRM features for your business success.

Extensive competitor migration

We also offer extensive competitor migration from pricey third-party software you currently use to the Zoho CRM alternative, such as migrating from QuickBooks to Zoho Books.
You can delve into the world of Zoho CRM and try to make sense of it yourself. However, getting a certified Zoho partner with years of experience on board will help you get the best Zoho CRM plan based on your business size and goals.
Beyond selecting the best plan, it will also get you the set up and configuration that will help you generate meaningful results and ROI for your sales and marketing efforts.
Ready? Reach out to our team of Zoho experts now to get started with the first step!