Adopting Zoho CRM for Your Sales and Marketing Teams

A Guide to Successfully Adopting Zoho CRM for Your Sales and Marketing Teams

Zoho CRM is a powerful customer relationship management software that can help businesses streamline their sales and marketing processes. However, before adopting Zoho CRM, there are several things that businesses should know to ensure a successful implementation. In this blog post, we’ll discuss some important factors to consider when adopting Zoho CRM.

Understand your business requirements

Before adopting Zoho CRM, it’s important to understand your business requirements. What are your sales and marketing goals? What specific features do you need in a CRM software to achieve those goals? By understanding your business requirements, you can ensure that you choose the right Zoho CRM plan that fits your needs.

Zoho CRM Plus

Create a migration plan

If you’re switching from another CRM software to Zoho CRM, you’ll need to create a migration plan. This involves moving your existing data to Zoho CRM, which can be a time-consuming process. It’s important to plan ahead and ensure that your data is migrated correctly to avoid any loss of important information.

Customise your Zoho CRM

Zoho CRM is a highly customisable software, which means you can tailor it to fit your business needs. Take advantage of the customisation options to create a CRM that works specifically for your business. This can help you streamline your sales and marketing processes and make your team more efficient.

Take advantage of integrations

Zoho CRM integrates with several other software applications, such as email marketing tools, accounting software, social media platforms and more. Take advantage of these integrations to streamline your workflows and automate certain tasks. This can help you save time and increase your team’s productivity.

Train your team

Once you’ve adopted Zoho CRM, it’s important to train your team on how to use the software. This will help ensure that everyone is using the software correctly and taking advantage of all its features. Zoho CRM offers training and support resources, so take advantage of these resources to ensure your team is fully trained.

Measure your success

Finally, it’s important to measure your success with Zoho CRM. Set measurable goals and track your progress to ensure that you’re getting the most out of the software. Use Zoho CRM’s reporting features to generate reports on sales performance, lead generation, and other metrics that matter to your business.

In conclusion, Zoho CRM is a powerful tool for businesses looking to streamline their sales and marketing processes. By understanding your business requirements, creating a migration plan, training your team, customising your CRM, taking advantage of integrations, and measuring your success, you can ensure a successful Zoho CRM adoption.

If you’re looking to get started with Zoho CRM, Get in touch with us or try Zoho CRM for managing your sales, marketing & support in one platform. As Australia’s leading Zoho Authorised Partner, we offer implementation, integration, migration, and developing Zoho solutions across a range of industries.

Zoho CRM Sales Automation

All about Automating Sales Process and Increasing Productivity Using Zoho CRM

Sales automation can include everything from customer relationship management (CRM) systems to automated sales tasks, emails, follow-ups.

What is sales automation?

When the world is working on the tech field to minimise manual effort then why not the sales field? Sales automation is one of the alternatives where companies can potentially reduce physical and time-consuming mechanisms. Sales automation can be done by the use of digital tools such as software, artificial intelligence (AI) etc.

Sales automation is an important aspect of CRM (consumer relationship management). Sales automation is a procedure where you can focus more on connected customer services rather than focusing on administration. However, there are many factors which affect the manual sales force such as lack of accurate data, time-taking procedures or data being misplaced.

An automatic sales force will reduce such factors and provide a space for the storage of data. Automatic sales are now being adopted by many medium and small business owners as well. This results in less expenditure and saving by the firm’s and gives decent revenue in return.

Zoho CRM

What is Zoho CRM?

The very first step towards Zoho CRM implementation is making a strategy. It is always recommended to small and medium business companies to plan CRM as per their requirements. In this process, three stages need to be focused.

  • Planning
  • Implementation
  • Rolling out to employees


Clarify your business goals and then analyse what is needed for your company to prepare data. After planning and analysing, now you need to create a CRM account and set up your organisation details. Set up your account and then allow users who can use CRM. Invite them and give them their roles. Enable data security and complete basic automation processes. Transfer data into CRM. By following this process you can successfully implement Zoho CRM.

Benefits of Zoho CRM in sales automation

Zoho CRM is very easy-to-use Customer relationship management system. It is a user-friendly and intelligent CRM. There are many other benefits of using Zoho CRM such as

  • It reduces time and cost and allows the automation of various business activities.
  • It offers many platforms such as emails, social media, and video chat by which you can easily contact your customers.
  • It also provides a detailed and accurate analysis of your data which is beneficial for decision-making.
  • Zoho also has an AI named Zia! She is smart and intelligently manages CRM.
  • Zoho CRM is affordable for medium and small business owners.


It is always a smart choice to use automatic sales software but does not depend on them fully. This automatic sales software can be used for many things but not for everything. It is advised to always check manually rather than depending totally on robots!

Start Free Zoho CRM Trial > 

Flexbox Digital is the Authorised Zoho Partner and certified Zoho CRM Consulting and Implementation Partner. Our services consist of CRM implementation, data migration, external systems integration, customisation, training and support.

Zoho CRM Partner

How CRM Improves Customer Relationships and the Sales Process

What is CRM?

Customer Relationship Management (CRM) can be described in a variety of ways, depending on one’s goals. For some, it is a strategy for identifying, understanding, managing, and catering to their prospects’ and current customers’ business demands while for others, it is an approach that is used to manage customers in an efficient and effective manner. No matter the way you look at it, a CRM system can help a business strengthen and build long-term relationships with its customers in each of these ways.

What is CRM

Benefits of using a CRM systems

An excellent CRM system should be multi-faceted and offer a variety of services

Customer Data Access Without Interruptions – We recognise that timely responses and rapid solutions go a long way towards establishing a long-term relationship. As a result, your clients’ data is safely saved on a cloud-based platform, and your staff may communicate with them in real time from anywhere.

Bring inter-departmental Coordination – Another benefit of storing data on the cloud is that it may be shared across teams. You can create customer-centric tasks and assign them to the appropriate team members. This ensures that each salesperson has a defined job and clear objectives, that no one is left out or assigned the same set of chores, and that no sales opportunity is overlooked.

Streamline Different Processes – CRM has a wide range of capabilities that can help the sales team close more deals, assist the marketing team in acquiring more leads, and make it easier for support teams to handle tickets more quickly; all concurrently.

Proactively Participate in Customers’ Journey – CRM will assist you in setting milestones and reminding you of critical customer events. You can also gain insight into the customer’s preferences and needs, which will aid the sales staff in organising their plans for better and faster customer interactions. Overall, it has the potential to improve retention and reduce turnover.

Make Intelligent Decisions – When the sales team remembers the customer’s demands and responds immediately, they feel valued. CRM may help you get insights, predict future outcomes, make recommendations, and even advise next steps with customers based on previous interactions and data.

Zoho CRM Plus

Zoho CRM

From the initial ‘Hello’ through the deal-closing ‘Handshake,’ Zoho CRM is a sophisticated CRM software that provides your organisation with everything it needs. Zoho CRM may well be readily customised to fit your company’s demands, regardless of its size. It allows you to create and reorganise modules, add custom fields and sections, create new layouts, and even clone layouts, thanks to its user-friendly interface. You may also change the look of your homepage, adjust module views, build templates, and much more.

  • Zoho CRM, while also being scalable, allows you to automate all of your everyday processes, such as sending follow-up emails, updating records, and assigning tasks. Effortless communication can happen with your customers via email, phone, chat, and social media, and keep track of all your discussions in one place, thanks to the industry’s first multi-channel CRM.
  • Create workflows that automatically activate tasks based on preset parameters to increase your team’s productivity. A BLUEPRINT can also be designed to mandate the conditions under which your salespeople close deals.
  • Zoho SalesIQ offers your marketing, sales, and support teams the digital customer engagement tools to communicate with every site visitor at every stage of the customer lifecycle. By adding Zoho SalesIQ into your existing CRM, you extend your ability to connect with customers, and give your team the tools to support customers instantly, while keeping all interactions organized.
  • Go real-time with SalesSignals, which alerts you when your customers connect with your brand on any channel.
  • You may acquire a lot of vital information to build your business using Zoho CRM’s Analytics, which delivers sales performance data, trend analytics, pivot charts, and more.
  • To top it off, Zoho CRM includes an AI-powered sales assistant named Zia, who analyses your sales trends and assists you by recommending the optimum time to contact a customer, detecting anomalies in your sales processes, and generating forecasts based on your sales patterns.
  • Also, just in case you need to work while on the road, your CRM data is also accessible via a sophisticated Mobile Application. Make the most of your time by conducting a ‘Near Me’ search and using Remote Check-in, to keep track of your team’s activities. You can also add, amend, or remove records while offline, and your data will be instantly synced once you reconnect to the internet.

Overall, CRM can consolidate all data into a single area, making it easier for support, Human Resources, product, sales, and marketing teams to access it. CRM is a useful tool for saving time, staying organised, managing client interactions and data, and increasing sales for your company.

If you’re looking to get started with CRM system, Get in touch with us or try Zoho CRM for managing your sales, marketing & support in one platform. As Australia’s leading Zoho Authorised Partner, we offer implementation, integration, migration, and developing Zoho solutions across a range of industries.

Solar CRM Solution

6 reasons why Solar businesses should use a CRM

A lot of businesses spend time and money to source leads. A good chunk of leads is often not enough for business growth. Too much of time is spent on nurturing and qualifying these leads into new accounts. Flexbox Digital can help your business covert leads faster with more efficiency allowing you to focus on the big picture. Here are six reasons why the Flexbox Digital integrated CRM solution is the best for Solar businesses.

Strong functionality and feature set

Flexbox Digital Solar CRM solution is powered by Zoho CRM which is a powerful CRM tool with advanced customisation abilities. With features like Sales force automation, product customisation, process management, artificial intelligence, advanced analytics and much more, it helps you to establish an automated workflow tailored to solar business specifically.

Built-in Integrations

Solar CRM has built-in webforms that allow you to collect information from your customers and automatically bring that information within the CRM. It also has integrations with all other Zoho applications that address various departments like marketing and social. Using this Flexbox Digital will help you to automate the flow of data across applications.

Powerful Automation

Flexbox Digital solar CRM solution has end to end automation capabilities that enable to reduce redundancies. It enables you to capture leads directly from the website, auto-assign them to sales reps, send automated emails and text messages to nurture the lead and set up deal pipelines with transitioning stages. With just a few clicks, you will be able to run the entire sales workflow and stay on top of it.

API Integrations

Using API, Flexbox Digital can connect to any third party application that supports API. Solar designs can be fetched from applications like Pylon, Solar plus or Open Solar and be connected to the account in CRM. This also helps to remove redundancies by pushing data to applications like Formbay, Greendeal or Servicem8 and creating profiles automatically. Accounting and bookkeeping applications like Xero, MYOB or quickbooks can also be connected and the CRM can be the one source of truth. Thus Flexbox Digital will enable you to keep track of everything from one place.

Solar CRM Integration

User Friendly

No matter what features are present, a CRM can be fully utilized only if it is user-friendly. With an intuitive UI and strong feature-sets joining hands, Solar CRM delivers an enhanced user experience. CRM enables you to complete complex tasks with only a few clicks thus saving time and making your job easy.

Marketing and Operations

Campaigns are used by businesses to nurture leads to qualified prospects. Flexbox Digital’s CRM solution connects the CRM to marketing applications like Mailchimp or Zoho Campaigns. The leads from the CRM are automatically pushed in to their respective segments thus saving time and effort. By connecting the CRM to Project management applications, a project can automatically be created for every closed deal and the tasks associated can be assigned to different people automatically. This allows you to manage the project from one place.

The solar CRM solution helps you to automate the business process, provides better visibility and makes your business process more efficient. Thus Flexbox Digital solar CRM solution is your number one choice to boost sales, increase productivity and convert leads faster.

Thinking of implementing Solar CRM into your business?? Get in touch with us or learn more about our Solar CRM solution.

What is CRM System

What is Customer Relationship Management (CRM) and what can it do for your business?

What is CRM

Customer Relationship Management (CRM) is an approach for better management of communication with customers, to increase company sales and to save time. CRM helps businesses and salespeople effectively manage leads, contacts, deals, customers, and more.

Specifically, when people are talking about CRM, they mean CRM Tool (or CRM System). This tool helps in managing workflow process, customer management, sales management, etc. Sales are not the only agenda for CRM, it goes beyond that by providing better user experience, giving attention to the relationship with each individual (customer, employee, service users).

In the earlier days, large organizations were able to use CRM and it was difficult to learn and implement. But now the Customer Relationship Management system has become affordable for all lines of business with various CRM Tools being available in the market.

What is CRM

What can CRM do for your business

Initially, when the company is small, it is easy to maintain or track all the emails, contact books, spreadsheets or other logistic information. But when the organization grows it becomes a daunting task to keep a track of all the records. You may lose track of email-conversation, a customer contact, it becomes difficult to always update sheets.

Here comes CRM as a savior. CRM helps in:

Centralising all the data to a single location: All the customer data can be stored and managed in a single platform. Customer information is accessible to the employees from one location.

Information such as the following is accessible in the CRM tool:

  • Customer History – Captures the duration of the customer with the company, purchasing history and how customers were able to find your business.
  • Contact Information – Information like contact number, mailing address, email address, website, and social media handle is available.
  • Chat or conversation data – Having a track of all the conversations that are made through support tickets, phone calls, online chats.
  • Customer Satisfaction: In a survey, conducted by Caperra, it was noted that 47% of polled CRM customers said that CRM had a great impact on customer satisfaction. As the tool is accessible to all, your support team can help in solving problems quickly as soon as an issue (support ticket) is requested. This becomes another way to track and foresee your customer needs and interest. Your company’s sales and marketing team can collaborate together to create proper content and deliver it to the right audience. This way, the sales are personalised and there is always a direct focus on the customer experience.
  • Automated And Quicker Sells: It is always dismaying for your executives to manually enter the data. This takes a lot of quality and productive time. CRM helps in automating most of the repetitive tasks so that the time is saved and utilised for sales.


Using CRM, you can build a sales process, that helps in giving a step-by-step map for deals and reduces the length of the repeating sales cycle.

Zoho CRM Plus

The built sales process will help you in:

  • Improving Sales Strategies: Utilising the built process can help in recognising the main reason for delayed sale. Necessity strategies can be taken to deal with the reason and respond to the problems. Incorporating sales process can help in increasing revenues for the company.
  • Customer Prospect: It becomes the default for your sales team to provide the customer with a better experience. Data that was gathered through the process helps the sales team to identify the customer interest and make wise decisions before approaching to the customer.
  • Forecast your sales: Maintaining a precise count of sell rate helps the sales management team to predict the sale and plan for revenue generations.


On the whole, CRM can gather all the data to a single location and it becomes easy for the support, HR, product, sales, and marketing team to access the data. CRM is an effective tool for time-saving, to do organised work, manage customer interaction and data, and increase sales to your business.

If you’re looking to get started with CRM system, Get in touch with us or try Zoho CRM for managing your sales, marketing & support in one platform.

Have a project in mind? Let's talk about it.

Write us a message.