Today, all companies want to focus on the customer.

For this, it is necessary that each area is aligned. Each person must know the stage where he/she is, what interactions he/she had previously and with whom and what his/her requests were.

This is not possible if each area has non-integrated work solutions. A clear example is when they tell us that their company is in the cloud, but they have an ERP for administration, a CRM for the sales area and a ticketing system for customer service, but they cannot match contacts with each other. Why? Because these solutions are not integrated.

To solve this, an integrated system is needed, where each area can connect and interact in real time. To work collaboratively in front of the customer.

Zoho, an Indian company with great relevance in the technology solutions market, designed Zoho One.

What is Zoho One?

A suite of applications in the cloud. Known as "the operating system for businesses", as it has more than 45 applications that allow you to manage processes in all areas of the business: from sales, to billing, customer support and marketing actions, among others.

What are the advantages of using it?

1. All your processes in one place

Each Zoho One app performs a specific function, but works together with the rest to create a robust system. Thanks to their integration, information can be shared between them and between work teams. Therefore, complete processes can be carried out easily, from a single place, even if they involve different areas.

Centralized database

It is an excellent way to centralize the database. As the applications are interconnected, they share the database. The information that is updated in one application is updated at the same time in the rest. This way there is no need to check multiple databases or have delays in field updates.

3. Clear processes 

The key to avoiding errors is to follow clear processes. Staff needs to be trained on what the next steps are in each situation. However, there is always room for forgetfulness or mistakes. Zoho One helps prevent this.

Some of the applications, such as Zoho CRM, include Blueprints. Blueprints allow you to define a process and force the user to follow its steps to the letter.

What does this mean? For example, when a user wants to convert a lead into an opportunity, a mandatory field may be the email. If this is the case, the user will not be able to move forward in the conversion if he does not complete it.

4. Focus on what matters

Spending time on activities such as installing and updating software on users' computers takes away valuable hours that could be spent on delivering value to customers.

Since Zoho is a cloud system, there is no need to install or update any software. You just need to log into your browser or mobile application and log in. Zoho takes care of updating it (you will always have the latest version ready to use).

5. Automation

Eliminate repetitive tasks and automate your processes. Zoho One applications allow you to automate tasks such as creating reports, sending emails and assigning tasks/owners, among others. This helps the team to focus on the important, high-impact activities for the business.

6. Better communication

Even if your team is working remotely, communication will not be a problem. Zoho One includes applications that allow you to have a fluid and clear communication.

• Cliq: chat application that allows you to organize conversations by team, make audio and video calls.

• Meeting: Ideal for online meetings.

• Connect: A "corporate intranet" ideal for sharing notices and important documents with the entire company or specific teams.
• Mail: secure business e-mail with integrated applications such as calendar, address book and notes.

A system that grows along with

It is not necessary to use all the applications, only the ones that make your business work and move forward. Applications can be integrated as you need them.

For example, maybe at the beginning you only use CRM to manage sales. Later you could integrate Zoho Social to manage your social networks and Campaigns to do email marketing campaigns. Then, focus on customer service and incorporate Zoho Desk.

The important thing is to start. At Etixen we survey your business processes to create customized configuration proposals. Contact us!