[vc_row][vc_column][vc_column_text]In this article we are going to talk about a very recurrent and important topic: how much a CRM can be adapted to you. If you are a business owner or work in a company, you have probably heard about CRMs and their ability to improve efficiency and productivity in customer management. But how do you know if a CRM really suits your specific needs? In this article, we will explain how a CRM such as Zoho CRM can be customized to meet your business needs and help you achieve your goals.

But before we begin, let's review some concepts:

What is CRM?

CRM is the acronym used for Customer Relationship Management. It is a set of techniques, business approaches and technologies aimed at customer relationship management.

What is a CRM system?

It is a tool that allows you to carry out your commercial tasks in a centralized and optimized way. 

However, it sounds simpler than it really is, as every company has completely different processes involving different tasks, teams, reviews, data, etc. So it is likely that a company will start using a CRM or a standardized ERP but as it grows it will need a tool that can be customized and adapted to the company's processes. And we do not clarify business process, because although it is its main function, it is not the only process that can be optimized with a customizable CRM. 

What other processes can be optimized with a customizable CRM?

• Customer service.
• After-sales management, support and services. 
• Operations management. 
• Management of patients and medical records. 
• Customer follow-up.
• Marketing processes.
• Insurance management.
• Complex business processes.
• Fully centralized data analysis with the ability to integrate with all your tools.
• Self-management by the client.
• Management and control of several processes at the same time from the same place.
• The process of your company that you need to optimize 😉

These are just a few examples taken from our experience with our customers. 

The most relevant thing is that it has the power to centralize all the information of different processes from native integrations or APIS. This basically allows you to have everything in one place completely adapted to your needs.

So, we already know that a CRM like Zoho can be perfectly adapted to your specific needs. But you may be wondering, how does it help you improve?

A CRM can help you grow in several ways:

• Improve customer management: By being able to efficiently manage your customer information, including demographics, purchase history, preferences and needs, and gaining a complete view of your customers, you can offer them a personalized experience tailored to their needs, improving their customer experience and loyalty!
• Automate processes: You can optimize processes such as generating reports, following up on sales opportunities, sending follow-up emails and reminders, among others. This can save you time and resources, allowing you to focus on more important tasks. 
• Improved collaboration: This is because all teams have access to the same customer information, avoiding duplication of effort and improving efficiency.
• Analysis and decision making: By having a wealth of data and analytics about your customers and your business operations, you can make informed, data-driven decisions. This way, you will identify growth opportunities, detect areas for improvement and make strategic decisions.

Zoho CRM Customizable 🥳:

It is necessary to understand that the CRM tool is one of the most relevant of the Zoho suite, as many name it is its star tool. In addition, it should be noted that all of these are in the cloud allowing access from wherever you want and whenever you want, greater security and protection of information, system updates automatically, greater team collaboration and scalability according to your needs.

So What can this star tool do? Well a lot more than you might think. 

Zoho CRM is a solution that adapts to the needs of different types of businesses in a variety of ways:

• Customization: Allows you to customize fields, modules and workflows to adapt the platform to your specific business processes and needs.
• Integration: Integrates with a wide variety of applications, from email to marketing automation and project management tools. This means you can customize your tool stack to suit your needs.
• Scalability: Adapts to your business as you grow, which means you don't have to worry about moving to a different solution as your needs change. You can add modules, users and features as needed.
• Analytics: Offers integrated analytical tools that allow you to better understand your customers and make data-driven decisions.

What are the sectors to which it is suited? 

1. Professional services: consulting firms, law firms, marketing agencies, accountants, among others.
2. E-commerce: online stores and businesses that make sales over the Internet.
3. Real estate: real estate agencies and real estate agents.
4. Manufacturing: companies that manufacture and sell products.
5. Customer services: companies that offer technical support, customer service and after-sales services.
6. Financial sector:such as banks, credit unions, investment and insurance firms.
7. Health:medical clinics, hospitals and health care companies.
8. And much more....

CANVAS by Zoho CRM

Believe it or not...you can still customize it even more. By turning it into basically a tool designed by and for the company. How? With its CANVAS functionality.

Zoho CRM Canvas is a tool for data visualization and process customization in Zoho CRM. 

What does it allow you to do?

Thanks to this functionality you can create a customized graphical view of your sales pipeline and other business processes, allowing for a better understanding of the data and more informed decision making.

How to use Canvas in Zoho CRM?

Canvas is a codeless editing tool that allows anyone to create custom views in Zoho CRM using an intuitive drag-and-drop process. You can start from scratch or select a template and, with a wide range of formatting options, adjust every detail visually according to your preferences. Totally to your liking!

In addition, you can choose which information to show or hide, which reduces clutter and helps users find the information they need quickly. Greater efficiency!

You can also customize where the fields are placed and how they are presented, even using color coding for better visibility.

Best of all, you can share your customized views with different roles, company areas, groups or positions. You can even share these views with your customers through Zoho CRM portals.

Don't forget to add widgets to display important information about your contacts and make your customer management process even more efficient. 

Finally, we believe that it is of utmost importance that the tool used by a company can be fully adapted to its needs. That is why at Etixen we help our clients to find the way to adapt cloud tools to their needs from configurations, integrations, etc. 

Would you like to know how it can be adapted to your company? Do you have any questions? Contact us, our Zoho specialist team can advise you.

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