Why is CRM essential to every business?

29/04/22 04:33 PM By Shayne

Let's get to know more about CRM


Customer Relationship Management (CRM) is the process by which a company or other organization manages its interactions with customers, usually through the analysis of massive quantities of data. CRM systems gather data from various communication channels, such as a company's website, phone, email, live chat, marketing materials, and, more recently, social media. They allow businesses to learn more about their target audiences and how to best cater for their needs, resulting in customer retention and sales growth. CRM can be used with current, past, or prospective customers.



The Advantages of Using CRM in Your Business

You will know your customer        

  • The tools offered by CRM give you eyes and ears everywhere. They can ingest information from phone calls, email, social media, or any fathomable source, and centralize it where everyone across the organization can see it. Data analytics tools can help you make sense of what you take in and spot trends and patterns that are invisible to human eyes. You can paint a vivid picture of your customers, identify high-value prospects, tailor data-driven marketing campaigns and more.

Sales and Marketing Automation        

  • Being the first to arrive at a customer’s location is frequently enough to win their business. This is made easier by automated, personalized communications. CRM solutions, for example, can be used to automate web marketing campaigns by sending materials to potential customers as they arrive through their preferred channel. CRM solutions can also help to automate certain aspects of the sales process. A CRM, for example, can automate follow-up messages with customers, ensuring that sales representatives do not lose track of them.


Generate leads which increase profitability        

  • Business leaders can use what they learn from their CRM to make informed, data-driven decisions about what to develop next or how to market it effectively. They can also help you in identifying and targeting more profitable prospects and customers. As a result, sales personnel can concentrate their efforts on generating a large number of leads, which increases profitability.


Let's delve a little deeper...        

Every customer-facing team in your company works together to build and nurture customer relationships. Customers have a more seamless experience with your brand when your marketing, sales, and service teams are all on the same page. You can unite your customer-facing teams, promote positive experiences, and build long-term relationships with our comprehensive – and flexible – CRM solution.

Devtac as the only Zoho Premium Partner in the Philippines can support a successful implementation of your customer relationship.



Zoho CRM offers solutions for different categories:


 1. By Size


  • Enterprise - Zoho CRM enables large enterprises to unify their business data across departments and provide a more compelling customer experience. Zoho CRM enabled highly complex, large-scale businesses to operate seamlessly and securely across the globe, thanks to its robust backend infrastructure, rich feature set, and enterprise-grade data security processes.
  • Small businesses - CRM designed and priced for small businesses with a focus on pipelines. Deal stages that can be customized, as well as options for multiple pipelines. Workflows reduce the amount of time spent on repetitive tasks. Keep track of your activities and follow-ups.


2. By Industry


  • life-sciences - Zoho CRM for life sciences is a customizable solution for medical sales representatives to increase engagement with health care professionals and organizations. It is a first-of-its-kind Omni channel communication platform, complete with sales automation features, seamless integrations, and mobile accessibility. Zoho CRM enables increased productivity, improved team collaboration, and faster sales performance.
  • Financial Services- Increase client loyalty while providing exceptional financial services. Get immediate access to critical client information. Learn about their needs and then surprise them with lightning-fast solutions. With the top-rated CRM solution for financial services institutions, you can provide amazing experiences for your clients while also growing your business faster.
  • Real State -Zoho CRM, designed for real estate agencies of all sizes, provides cutting-edge sales process management, property management, and automation for real estate agents, developers, and brokerage firms. Bring in more deals with the all-in-one real estate CRM platform designed specifically for your company.
  • Retail - Zoho CRM provides an integrated platform for all of your sales, marketing, support, and inventory management needs, allowing you to easily manage your retail and supply chain operations.                
    Insurance - Utilize Zoho CRM's capabilities to reach out to customers via multiple channels and build strong relationships. To help your agents bring in more people, use process automation and workflows to help your team stay efficient while maintaining a high level of service.        
  • Service Industry - Zoho CRM enables service-based businesses to provide the best possible experience to their customers in order to keep them coming back for more. Schedule and dispatch jobs on time, and earn the loyalty of your customers the smart way.
  • Startups - Whether you're in the early stages of product development or have just received your next round of funding, Zoho CRM is the gold standard for propelling startups forward. Zoho CRM enables over 250,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue.        
  • Non-Profit - Zoho CRM is a customizable and integrated donor management platform that allows non-profits of all sizes to complete any mission. Use omni channel messaging to make a long-lasting impression, smart webforms to boost engagement, and seamless payment gateways to increase investment across channels. Unlike most software solutions, Zoho CRM offers transparent contracts and pay-as-you-go pricing.

3. By Role


Sales Reps - Making more sales is heavily reliant on contacting prospects at the appropriate intervals and providing them with relevant information when they require it. Zoho helps your sales reps stay organized and productive by streamlining their day-to-day tasks.


  • Sales Leader - Meetings, delegating responsibilities, and keeping track of forecasts and targets are all part of a sales manager's job. Making data-driven decisions is part of their daily routine, and they require a CRM to supplement their day-to-day work. Zoho CRM assists sales managers in automating time-consuming tasks, giving them complete control over the sales pipeline and allowing them to make data-driven decisions.

  1. Use Cases


  • Custom Implementations - Do you require a widget that shows the location of your customers on a map? Or how about a fully automated lead follow-up or quoting process? Our solution architects enjoy tailoring Zoho CRM to specific business scenarios and use cases. Learn about the solutions we developed for real Zoho customers with unique needs.



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