Why Most Small Businesses Automate Repeated Processes

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As small business owners, every minute matters, we need as much help as we can most especially if we have to fulfil multiple roles in the business. Automating your daily tasks does not only save you time but this makes your work more efficient.

Small business owners now have the choice to automate their repeated day-to-day tasks. Why spend hours on a task when you can have that automated by software? Automate alerts, feedbacks and other tasks will help you streamline your business operations and this is not even complicated to set-up.

All good CRM systems have automation built in, and the good ones have a lot. Once set up properly, you’ll find these aspects of your business can be handled faster and with greater productivity than before.

Zoho CRM gives you the option to automate workflow procedures and set up automatic replies, alerts, and notifications in advance. You can create workflow rules and associate workflow alerts, tasks and field updates with them. Additionally, you can set up case escalation rules and also assignment rules for leads, contacts and cases generated via web forms.

Zoho CRM’s advanced automation capabilities save your sales team time by automatically completing routine tasks, so they can focus on closing more deals faster.

1. Workflow Rules
Every time your team follows up with a lead or updates a field, there is a lot of manual work. Use workflows and perform a task faster.

2. Macros
Perform three tasks with one Macro. Send an email, update required fields, and also schedule follow-up tasks.

3. Assignment Rules
Assign leads based on a particular channel or industry, or distribute them equally through the round robin method.

To make sure you are able to automate correctly, consult with a Zoho CRM expert as they are able to provide you support, advise and as well as walk you through each step that will make it easier for you.

CRM Integration to Social Media

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The popularity of social media has increased significantly that all business owners are aiming to establish their brands on different social media platforms.

Small business owners are presented easy opportunity to reach out to their target markets and attract potential customers. With just one click sales can be made, this provides business owners easy opportunity to market and sell products.

Just how much users are there? Here are the statistics we got based on Social Media News (Australian Social Media Statistics)

Social Media users in Australia are some of the most prolific in the world, with a total of around 60% of the country’s population an active user on Facebook, and 50% of the country logging in at least once a day.
It’s also worth noting that globally Facebook now as 2.01 billion monthly active users, growing by 500 million users in the last 2 years. Facebook’s continued growth means they now have over 20,000 staff around the world.
As we come up to Christmas, we generally see an increase in social media usage as people take holidays and time off. It is also a time of the year when we see new users join social networks.

With the number of users in Australia alone, can you imagine the countless opportunities you have to market your product? The best thing about social media is that it offers the businesses the ideal arena to boost sales.

Is integration to social media really important for a CRM?

Establishing your social media presence is highly important most especially for small business owners. Customers nowadays would first search for your business via social media, check on your page and reviews.
These social media outlets open new horizons and countless opportunity for interactions between you and your customer. Businesses that utilize social media based CRM reach a wider range of audience in a lesser amount of time as compared to their competitors who use traditional CRM.

One of the leading CRM, Zoho CRM allows you to integrate your social media into your CRM. With this, you can track revenue from your social media marketing efforts. Engage with prospects and generate leads from social media. Enrich leads and contacts in Zoho CRM with social data, and help your sales force close deals faster.

Convert social activities into new leads — automatically.
Define social activities (likes, mentions, retweets, comments, etc.) as lead qualifiers to automate lead generation for your business. Select predefined rules for each social network to create new leads based on actions, such as likes, shares, retweets, and mentions.

All your social connections, now with the power of Zoho CRM.
In Zoho Social, everyone who has engaged with your brand on social media is defined as a Connection. Make them a part of your CRM by adding them as leads or contacts. Identify and segment your connections based on their CRM status. View CRM details, track associated potentials, and add notes for each Connection.

These are just only a few advantages offered by Zoho CRM, there are tons of it that is definitely a game changer for your business.

Technology is ever changing, you have to keep up and not miss out on the opportunity it brings for you to improve your business and customer service experience.