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5 Ways Zoho CRM Can Benefit Your Business

Customer workflow

Are you looking for a CRM to help your small business streamline its business processes, manage customer data, and improve sales? Or do you have Zoho CRM but wonder if you’re using it to its full potential? Discover the Zoho CRM benefits that can make a difference. A CRM is a vital tool for any business, but with so many CRM solutions on the market, it can take time to know where to start. At Caldere, we are committed to supporting our customers’ businesses and take the time to understand your goals, challenges, and unique organisational assets. After all, how can we help improve your company’s performance if we need to learn more about it? This article considers 5 ways Zoho CRM can benefit your business, including Zoho CRM integrations with other applications and resources. We know the Zoho platform inside out. Our Zoho consultancy services can help you find, build, and use the Zoho CRM to benefit your business from customisation, process modelling, or even CRM automation. Let’s look at some of the key features:

1. CRM Customisation 

One of the critical factors to consider when deciding on a CRM solution is the level of customisation offered. Ensuring that the CRM meets your business’s unique requirements and has access to as many different features within the platform as possible should rank high on your list of priorities. Experience the Zoho CRM benefits with its flexibility, allowing you to tailor it to your needs quickly. Want specific fields for customer data? No problem. Need more options in certain areas for your business processes? Zoho will take care of it for you quickly and easily. Zoho CRM boasts limitless customisation options, enabling you to create the perfect solution for your company.

After configuring Zoho CRM to your specifications, it will enhance operations in all departments. This is suitable for businesses of any size, whether large or small. Caldere Associates’ approach to customising your Zoho CRM is entirely flexible. We can be part of your strategic team, initiating a collaborative discussion to allow us to make your Zoho CRM bespoke. Or, we can equip you with the proper Zoho CRM training to shape your Zoho CRM into a tool that works in tandem with your business, unlocking its full benefits.

 2. Blueprint 

Blueprint is Zoho CRM’s simple and effective solution to your process automation requirements. Blueprints help you execute a business process in a well-defined and systematic manner. With a blueprint, you can:

  • Define the sequence of stages in a process
  • Associate the right people with each stage
  • Guide your teams through the process
  • Mandate and validate the correct information contextually
  • Automate routine actions within Zoho CRM

3. Workflows & CRM Automation

Fully customisable automation allows you to save time and resources and improve accuracy. Automation and process modelling is a critical requirement of any CRM solution. With Zoho CRM, you can automate your frequently repeated tasks and business processes using workflows. Examples of automation within the CRM are:

  • Triggered by certain events: you can automatically trigger workflows based on pre-defined events like a new lead created or a user requesting to see their dashboard within Zoho CRM.
  • Automation based on a user’s role: you can configure workflow rules that match the user’s position and automatically execute actions. For example, if an account manager logs in from home or an unfamiliar location, immediately email them. Request confirmation of their login before allowing access to other functionalities.

Automation based on a user’s actions (or lack of): similarly, when you configure workflow actions for specific tasks, such as adding a new product and creating a sales order associated with that product, there will be no need for users to manually specify everything about each product in their sales order form, Zoho CRM does it automatically. It’s also important to remember that the automation may need to extend to another app via integrations.

4. Approval Process 

As an SMB owner, you have a lot on your plate. You need to manage employees, run the company, and constantly work towards improving its performance. So how do you choose how best to spend your time? Zoho’s approvals are designed to help you stay on top of all aspects of running your business. Approval workflows allow you to route records for approval in your CRM. The system generates an approval workflow using your chosen fields and any extra information needed at each step. This might include the required approver’s signature. With “Approver Groups”, you can define each person’s role in the organisation, ensuring clarity on tasks. This may involve approving or rejecting documents or ensuring thorough review before proceeding.

5. Multiple Sales Pipelines 

Our final consideration of the 5 ways Zoho CRM can benefit your SMB, showcasing Zoho CRM benefits, is how the stages of a sales pipeline can help you and your team visualise your sales process. Different pipelines based on the sale stage allow you to track the progress of each deal, and Zoho CRM can define custom sales pipelines for other teams and products in your company. With multiple sales pipelines, you can keep track of new leads, closed deals, or open leads, along with their status, queue ordering priority, and schedule ordering priority (if applicable). Custom fields enable you to organise all leads into one place while choosing which categories you see and when. You can also track your various campaigns within Zoho CRM using digital marketing.

Customer happiness and satisfaction


Whatever your company size or sector, Zoho CRM can support you in managing your existing and potential customers. Whether you’re looking for a simple or fully customisable solution, Caldere Associates can help you benefit from the extensive feature set of the Zoho platform, robust security options, and integration with other web apps and systems. Our Zoho consultancy services can also map your unique processes into Zoho CRM, including Zoho CRM integrations with other applications such as accounts, invoices, and contacts.

Are you interested in connecting with your customers, searching customer data, and accomplishing your business goals? If any of the topics discussed in our list of 5 ways Zoho CRM can benefit your SMB were of interest to you, get in touch with us today, and let’s arrange a discovery call for you to try it out. Let’s start a conversation here.

To find out more about our services and how we can support your business