rbb Marketing and Zoho
rbb Marketing and Zoho
rbb Marketing is excited to work with Zoho CRM and Zoho One to provide a comprehensive solution for Promotional Product Distributors to effectively run, manage, and grow their business. Our team has customized the “out of the box” CRM specifically for the promotional products industry, with additional features such as order history, document and art file placeholders, and pre-order and order follow-ups. We have also created pre-templated emails to help you easily send personalized messages to prospects and customers.
Each Zoho subscription is tailored to meet the unique needs of your organization, ensuring that the program is designed to support your business objectives and processes. We chose Zoho One for its robust platform, flexibility, and affordability, to provide our clients with the best possible solution.
Most distributors struggle with managing their emails, staying on top of their projects and orders, marketing email campaigns and staying organized with too many applications to manage their business. With Zoho CRM and Zoho One, we can help you manage your emails, stay on top of your projects and orders, run marketing campaigns, and stay organized with one unified system. The integrated ecosystem of Zoho One, working along with or integrating third-party applications like Microsoft Outlook, Gmail, Excel, Google and Quickbooks, provides a streamlined and organized approach to managing your business.
Let rbb Marketing and Zoho One help take your Promotional Products Distributor business to the next level! In addition, we have added US based support for both creative graphics and Zoho Certified Support. No longer are you left alone to figure out what to do and how it works. Want to learn more? Contact us to Schedule A Time today.
Below is more information for your review.
What Is a CRM?
CRM stands for Customer Relationship Management. It refers to a software system or strategy that businesses use to manage and analyze their interactions with customers and potential customers. It seems as though we all have an idea of what a CRM is and what it can do based on our past experiences. The reason being is that CRMs can be very robust and cover a multitude of resources for you and your organization to use. We have tried to break down the topic into manageable information for you.
Overall, a CRM system helps companies to organize customer data, track sales activities, automate marketing campaigns, and improve customer service. The ultimate goal of a CRM system is to build and maintain long-term relationships with customers by understanding their needs and preferences and providing personalized experiences. CRMs can be a bit overwhelming for most of us since they are very robust and cover many departments of companies.
List Top CRMs
There are many CRM systems available in the market, each with its unique features and advantages. Here are the top 10 CRM systems in alphabetical order:
HubSpot CRM: A free, user-friendly CRM with robust marketing and sales automation features.
Microsoft Dynamics 365: A cloud-based CRM with strong integrations with Microsoft’s suite of products and advanced analytics capabilities.
Oracle CX: A comprehensive CRM platform that offers marketing, sales, service, and commerce solutions.
Pipedrive: A sales-focused CRM that provides a visual sales pipeline to help businesses manage their sales process.
Salesforce: A popular cloud-based CRM with a wide range of features, including sales, marketing, customer service, and analytics.
SAP Sales Cloud: A comprehensive CRM solution with strong sales automation, analytics, and AI capabilities.
SugarCRM: A flexible and customizable CRM platform that provides sales, marketing, and customer service solutions.
Vtiger: A user-friendly, open-source CRM that offers sales, marketing, and customer service solutions.
Zoho CRM: A low-cost, cloud-based CRM with a range of features, including sales, marketing, and customer service automation.
Zendesk Sell: A sales-focused CRM with a streamlined interface and strong reporting capabilities.
Who is Zoho Corporation?
Zoho Corporation is a software development company that provides a wide range of cloud-based business applications for various functions, including CRM, finance, HR, project management, and marketing automation. Founded in 1996, Zoho Corporation has grown into a global company with over 150,000 Companies in more than 180 countries. In 2022 reached 80 million users.
What sets Zoho Corporation apart is its commitment to providing affordable, user-friendly software that is customizable and integrates seamlessly with other applications. Zoho Corporation is a customer-centric company that values transparency, innovation, and ethical business practices.
Its mission is to empower businesses of all sizes to run their operations more efficiently and effectively, enabling them to focus on their core competencies and achieve their goals.
Zoho Corporation’s dedication to providing high-quality software and outstanding customer service has earned it a loyal following and made it a leader in the business software market.
What is Zoho CRM?
Zoho CRM is a cloud-based customer relationship management software developed by Zoho Corporation. It is designed to help businesses manage their customer data, sales pipeline, and marketing campaigns.
Zoho CRM offers a range of features, including lead and contact management, sales forecasting, pipeline management, email marketing, social media integration, and analytics. It also provides integrations with popular business applications, such as Google Suite, Microsoft Office, and QuickBooks.
Zoho CRM is known for its user-friendly interface, customizability, and affordable pricing. It offers a free version with basic features and paid plans with more advanced features and functionalities. Zoho CRM is used by businesses of all sizes across various industries, including healthcare, finance, retail, and real estate.
When did Zoho One Launch?
Zoho One is a relatively new product. In 2017, Zoho launched Zoho One, a comprehensive suite of over forty applications. As of October 2021, Zoho One has been expanded to 50 applications. The following year, in November 2022, Zoho worked with more than 50,000 organizations in more than 160 countries.
What is the difference between Zoho CRM Plus and Zoho One?
Zoho CRM and Zoho One are two different offerings from Zoho Corporation, although Zoho CRM is included in Zoho One.
Zoho CRM is a standalone cloud-based customer relationship management software designed to help businesses manage their customer data, sales pipeline, and marketing campaigns. It provides a range of features and integrations that enable businesses to streamline their sales processes and improve customer engagement.
Zoho One, on the other hand, is an all-in-one business suite that includes more than 50 different applications for various business functions, such as Sales, Marketing, Finance, HR, Operations, and Service. It provides a comprehensive set of tools and features that enable businesses to run their operations more efficiently and effectively.
While Zoho CRM is focused on sales and marketing functions, Zoho One offers a more holistic approach to managing all aspects of a business. Zoho One provides access to all of Zoho’s applications in a single platform, enabling businesses to centralize their data and processes and streamline their workflows.
In summary, Zoho CRM is a standalone CRM software, whereas Zoho One is a comprehensive suite of business applications that includes Zoho CRM along with many other tools to manage various aspects of businesses of all sizes.
Is Zoho One an ERP system?
Zoho One is not a traditional ERP (Enterprise Resource Planning) software, but it does provide some ERP-like features.
Zoho One is an all-in-one suite of more than 40 different applications for various business functions, such as CRM, finance, HR, project management, and marketing automation. It provides a comprehensive set of tools and features that enable businesses to run their operations more efficiently and effectively.
Some of the applications in Zoho One, such as Zoho Books, Zoho Inventory, and Zoho Creator, provide functionalities that are typically found in ERP software, such as accounting, inventory management, and custom application development. Additionally, Zoho One’s powerful integrations and APIs enable businesses to connect and streamline their processes across different applications, providing a more holistic approach to managing their operations.
Is Zoho One Competitively Priced?
Zoho One is very competitively priced as you’ll never pay the full price. Despite the cost, he sees it as revolutionary for small companies and allows them to use their software at a reduced cost. Zoho has two different pricing structures. Most small businesses with just a few employees start with an individual user subscription price of $37 per user per month if paid annually, and $45 a month if paid on a monthly basis. Check with the current pricing structure.
What are Some of the Most Used Applications that you will use with Zoho One?
Odds are you won’t be using or needing the over 50 applications available to you in Zoho One. The following applications are the most requested or suggested to start with for you. We will discuss with you the various options and make recommendations for additional applications
This is the core application that is the engine that helps you run, grow and manage your business. Leads, Contacts, Accounts, Tasks, and Opportunities, are core modules and applications. But the CRM is so much more, it has placeholders for documents, presentations, emails, and notes. Start your day with a dashboard that provides information for you to know and review.
As part of the Zoho CRM and other applications, Zoho Tasks is the ultimate solution for businesses looking to streamline their task management and boost their productivity.
With Zoho Tasks, teams can create, assign, and track tasks with ease, all in one convenient platform. The app offers a range of features, including task lists, reminders, deadlines, and integrations with other Zoho applications such as Zoho CRM, and Opportunity Stages to follow up on pre-sales and ongoing orders. We can add them to your dashboard so every day you and your team will know what is important to follow up on. No longer will you need sticky notes for reminders.
Whether you’re a small business owner or a large enterprise, Zoho Tasks can help you stay organized, prioritize your tasks, and achieve your goals. The user-friendly interface allows teams to collaborate on tasks, share files and notes, and track progress in real-time. With customizable task views and filters, you can easily manage your tasks and stay on top of your work.
Zoho Campaigns is an email marketing software. It is designed to help businesses create, send, and track email campaigns to their customers and subscribers.
Zoho Campaigns offers a range of features, including customizable email templates, email list management, autoresponders, A/B testing, social media integration, and analytics. It also provides integrations with popular business applications, such as Zoho CRM, Google Analytics, and Salesforce.
Zoho Campaigns is known for its user-friendly interface, affordable pricing, and ease of use. It provides pre-built templates and drag-and-drop editors, making it easy for businesses to create professional-looking emails without any coding skills.
Zoho SalesIQ is a live chat software developed by Zoho Corporation. It is designed to help businesses engage with their website visitors in real-time, providing a platform for live chat, website visitor tracking, and analytics.
Zoho SalesIQ offers a range of features, including customizable chat widgets, proactive chat invitations, visitor tracking and analysis, chatbots, and integrations with popular business applications such as Zoho CRM and Salesforce.
Zoho SalesIQ enables businesses to engage with their website visitors, answer their queries, and guide them toward making a purchase or taking a desired action. It provides insights into visitor behavior and preferences, allowing businesses to tailor their marketing and sales strategies to better target their audience.
With your team working remotely, Zoho Cliq is a perfect tool for internal communications. Eliminate the emails and phone calls to get information. Zoho Cliq makes it easy for team communication and collaboration software. It is designed to help businesses and teams communicate, collaborate, and share information in real time.
Zoho Cliq offers a range of features, including group messaging, audio and video calls, screen sharing, file sharing and collaboration, task management, and integrations with other Zoho and third-party applications.
Zoho Cliq enables teams to communicate and collaborate efficiently, whether they are working remotely or in an office environment. It provides a centralized platform for team communication, allowing users to access messages, files, and tasks from anywhere and on any device.
Zoho Social is a social media management software developed by Zoho Corporation. It is designed to help businesses manage their social media presence across multiple platforms, including Facebook, Twitter, LinkedIn, Instagram, and Google My Business.
Zoho Social offers a range of features, including social media scheduling, publishing, and monitoring, social media analytics, and collaboration tools for team members. It also provides a content calendar, customizable reports, and integrations with popular business applications such as Zoho CRM and Google Analytics.
Zoho Social enables businesses to manage their social media accounts more efficiently, allowing them to publish and schedule posts, track mentions, and interactions, and analyze their social media performance. It also provides insights into audience behavior and preferences, enabling businesses to optimize their social media strategies and engage with their followers more effectively.
Zoho CRM Deal Stages
Zoho Deal stages are easy to customize. Zoho CRM allows businesses to customize their sales pipeline and deal stages to match their specific sales process and business needs. Best of all, you are able to simply drag and drop to the next stage, create tasks, and follow up. We got you started with stages specifically for the Promotional Products Industry.
Zoho CRM also allows users to create multiple sales pipelines, each with its own set of deal stages and criteria, enabling businesses to manage different types of sales processes or products.
Zoho CRM’s customization options are user-friendly and do not require any coding skills, allowing businesses to tailor their sales process and deal stages to match their specific needs and workflows.
Buried with a daily abundance of emails from suppliers, customers, and promotions. Zoho SalesInbox is a game-changing sales email management software that has revolutionized the way sales teams communicate with their prospects and customers. No longer will be worried if you received an important email from your customers. With its unified inbox, advanced prioritization, and sorting capabilities, email templates, and email tracking and analytics, Zoho SalesInbox helps sales teams manage their email communication more efficiently than ever before.
It offers a comprehensive set of features and integrations with other Zoho applications and popular business applications, Microsoft Office Outlook and Gmail, making it a valuable tool for businesses of all sizes and industries.
Zoho SalesInbox enables sales teams to prioritize their emails, focus on the most important messages, and streamline their workflows, allowing them to close more deals and achieve their sales goals.
oho WorkDrive is a cloud-based file storage and collaboration software developed by Zoho Corporation. It provides businesses with a secure and efficient way to store, share, and collaborate on files. Zoho WorkDrive offers features such as file storage, sharing, versioning, access controls, and integrations with popular business applications such as Zoho CRM, Zoho Projects, and Microsoft Office. It also provides advanced security features like two-factor authentication, data encryption, and audit trails. With its user-friendly interface and integrations with other Zoho applications, Zoho WorkDrive enables teams to collaborate on files in real-time, allowing multiple users to work on the same file simultaneously.
Zoho Bookings is the ultimate booking solution for businesses of all sizes and industries. It simplifies the booking process by providing a seamless and intuitive interface that enables customers to book appointments with ease. With Zoho Bookings, businesses can streamline their scheduling process, manage their appointments, and improve customer satisfaction. The app offers a range of features, including customizable booking pages, automatic appointment reminders, online payments, and integrations with popular business applications such as Zoho CRM and Google Calendar. Zoho Bookings is user-friendly and can be customized to match your brand and business needs, allowing you to provide a personalized experience for your customers.
Zoho Mobile is a powerful and innovative mobile app that brings the full suite of Zoho applications to your fingertips, wherever you are. With Zoho Mobile, you can manage your business operations and stay connected with your team, customers, and partners from anywhere, at any time.
The app is user-friendly and intuitive, with a sleek and modern design that makes it easy to navigate and use. Whether you’re on the go, working remotely, or simply want to stay connected with your business, Zoho Mobile is the perfect solution. With features such as real-time notifications, access to all your Zoho applications, and seamless integration with other Zoho products, Zoho Mobile is the ultimate mobile solution for businesses of all sizes and industries.
A Host of Other Zoho Applications
With over 50 business applications, there are more Zoho applications that you might valuable in running, managing and growing your entire business. Zoho meeting, Zoho Survey, Zoho Form, Zoho Desk, Zoho Books, Zoho Sign, Zoho Analytics and Reporting are all part of the Zoho One Suite of products for your review.