En esta nota vamos a hablar de un tema muy recurrente e importante: cuánto se puede adaptar un CRM a vos. Si sos dueño de un negocio o trabajás en una empresa, probablemente hayas oído hablar de los CRM y su capacidad para mejorar la eficiencia y productividad de la gestión de clientes. 

Pero, ¿Cómo sabés si un CRM se adapta realmente a tus necesidades específicas? En este artículo, explicaremos cómo un CRM como, por ejemplo, Zoho CRM puede personalizarse para satisfacer las necesidades de tu empresa y ayudarte a alcanzar tus objetivos. 

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.
• El proceso de tu empresa que necesites optimizar

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 Personalizable :

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.

¿Cuáles son los sectores a los que se adapta? 

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

Aunque parezca mentira…todavía lo podés personalizar aún más. Convirtiéndolo en básicamente una herramienta propia diseñada por y para la empresa. ¿Cómo? Con su funcionalidad CANVAS.

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