Best Practices and Challenges involved in Zoho CRM Implementation

by | Jan 27, 2024

Overview

 

With evolving technologies in workflow management, sales pipeline and HR & Administration, companies are gearing up accordingly to strategically meet their in-house business operation needs. In this context, they are going ahead with Zoho CRM implementation and integration strategies from subject matter experts like one called TECHMA in Quebec, Canada that has rich expertise in professional CRM consulting service through their team of online CRM experts and IT consultants. They help customize a CRM platform with an array of tools for managing all your sales, marketing and customer support efforts. Let’s begin by understanding the best practices.

Key to a Successful Zoho CRM Implementation

  • Mapping all your company sales & marketing processes in the initial feasibility, planning and coordination stage.
  • Create a cross-functional business project implementation team from scratch.
  • Customize and tailor a Zoho CRM system to precisely fit your business requirements, be it in the area of operations, administration or sales.
  • Develop a bespoke change management strategy across the board and for all business verticals.
  • Go for testing in small beta launches.
  • Making investment in a digital adoption platform for the systematic process of team onboarding, pre-sales training and virtual support.

Challenges in Zoho CRM Implementation

This CRM platform is a hefty load of advanced automation features & functionalities that are designed to assist organizations in diverse sectors to get the maximum out of their sales, marketing and client support teams. But, there are some challenges that come with one such Zoho implementation that are best handled by experts in this exclusive domain. Let’s understand them.
Zoho CRM Implementation
    1. Customization for Business: Popular customer relationship management platforms like Zoho are designed for enterprises across business verticals like real estate, retail, software, education, finance, insurance, and so on. With such wide variety, major CRM service providers like Zoho find it difficult to customize their products to suffice the needs of their clientele. Instead, they offer a generalized product as an alternative, so that clients can customize accordingly that best suits their needs. It can be integrated with other third-party applications or have custom add-ons created by web developers. You cannot start using a Zoho CRM system instantly, as it might require some bespoke applications that help expand the functionality of what an existing Zoho CRM offers.


      2. Data Migration:
      The brain of any sales, marketing and customer service effort lies in a dedicated CRM. It consists of thousands of pieces of information in the form of names, contact addresses, phone numbers, business names, conversations on SMS, email & WhatsApp, client notes, files, deals, and various other tiny bits of information. You just cannot do away with or scrap all this vital company/business data from the existing CRM. In fact, you need to find ways on how to migrate all the vital data to the new Zoho CRM system, so that it becomes easy for your management team. This means mapping fields from the existing system to the new one, apart from cleaning ‘dirty data’. Even though Zoho offers native support, it becomes complicated, if you’re using a less popular CRM, as you may need to perform CSV import.

      3. Goals and Objectives Setting: Here, you need to contemplate upon why you’re switching to a new CRM? Are you aware, whether your switch is successful or not? Therefore, before migrating to a new CRM, you need to clearly outline your primary goals and objectives. Ask yourself questions like how you’re going to achieve this feat, the overall timeline, the speed of migration and what are the metrics and benchmarks that you need to measure. This can help generate the desired revenue, conversions and business opportunities after making the switch.

      4. Zoho CRM Adoption: Here, you need to contemplate upon why you’re switching to a new CRM? Are you aware, whether your switch is successful or not? Therefore, before migrating to a new CRM, you need to clearly outline your primary goals and objectives. Ask yourself questions like how you’re going to achieve this feat, the overall timeline, the speed of migration and what are the metrics and benchmarks that you need to measure. This can help generate the desired revenue, conversions and business opportunities after making the switch.

      5. IT Support: If anything goes wrong or wayward with your Zoho CRM implementation and integration, how to successfully fix it? When several files are deleted or an integration breaks down inadvertently without any notification, how to restore Status Quo Ante? Therefore, the more features a platform like Zoho has, the better it is for all. But, it also gives rise to several points of failure, where a number of issues can arise. So, an IT support strategy is quintessential for training your sales pipeline team on how to acquaint itself with the Zoho CRM platform. You can rope-in Zoho experts and developers like TECHMA that have proven expertise in this exclusive domain of customer relationship management.

 

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End Note

Once you’ve mastered the best practices and overcome all the challenges involved in a Zoho CRM implementation, you can be rest assured that your business continuity plans and strategy would gain momentum in the days to come, and work with full cohesion and synergy with all the parties, departments and vendors concerned. Here, the role played by a Zoho CRM developer and expert cannot be ignored, as it works by your side, helping in a successful implementation, integration and automation of one such dedicated platform that manages all your business workflow from a single node or point.