Unlock Your Business's Possibilities
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David Edkins - President of the Edkins Group
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What are the possibilities?
Imagine your entire customer lifecycle in one system.
Let's say you have an apparel company with twenty-five employees. You sell joggers, shirts, hats, etc to consumers and custom designed apparel for businesses like Nintendo. You have used different tools in the past like Hootsuite, spreadsheets, Mailchimp, Zendesk and more to track your opportunities. Now you do not need to - everything you need is in one package - seamlessly connected. You just need to implement it - and the good news is - it's not rocket science and we help make it even easier!
On the consumer side, to get leads, you are generating content and putting it on all social media platforms, the post contains a link to your website.
You do not have to pay for separate website hosting, you can use Zoho Sites to build the site - including your landing page - saving money every month.
On this site you have a contact form. You do not have to pay for a separate product like Gravity Forms (again saving money), as there are several different options within Zoho to create this form:
You can use a CRM webform which will feed it directly into the CRM, or you can use Zoho Forms to create a more robust form (including file uploads) and again feed it directly into the CRM, or you can create forms in Zoho Campaigns or Zoho MarketingHub, or you can leverage Zoho Survey for the form. In fact, as you click to book time above, you will be fed to a Zoho Survey form that feeds directly into the CRM. But how do you choose which one to use? Which one is best?
Let's say you have an apparel company with twenty-five employees. You sell joggers, shirts, hats, etc to consumers and custom designed apparel for businesses like Nintendo. You have used different tools in the past like Hootsuite, spreadsheets, Mailchimp, Zendesk and more to track your opportunities. Now you do not need to - everything you need is in one package - seamlessly connected. You just need to implement it - and the good news is - it's not rocket science and we help make it even easier!
On the consumer side, to get leads, you are generating content and putting it on all social media platforms, the post contains a link to your website.
You do not have to pay for separate website hosting, you can use Zoho Sites to build the site - including your landing page - saving money every month.
On this site you have a contact form. You do not have to pay for a separate product like Gravity Forms (again saving money), as there are several different options within Zoho to create this form:
You can use a CRM webform which will feed it directly into the CRM, or you can use Zoho Forms to create a more robust form (including file uploads) and again feed it directly into the CRM, or you can create forms in Zoho Campaigns or Zoho MarketingHub, or you can leverage Zoho Survey for the form. In fact, as you click to book time above, you will be fed to a Zoho Survey form that feeds directly into the CRM. But how do you choose which one to use? Which one is best?
Let's take a step back - when the person landed on your website, if you had Zoho SalesIQ set up, you could engage the person with a chatbot to answer (without you actually having to take the time) any typical questions they may have - even without the chatbot, you could engage via chat anytime you wanted.
SalesIQ tracks the pages they go to, how long they are on the site, what site they came from, their location, have they been on your site before, etc. It does this automatically for everyone that visits your site. If you engage them, then the record of all of their actions are automatically attached to their CRM record. You can also apply scoring based on their actions to help you prioritize your attention.
Additionally, with Zoho Pagesense, you can actually record sessions and view the actions people take on your website. It doesn't show who they are, but it gives you insight regarding the pathways people take on the website. This tool is all about maximizing your website to lead to more business.
Okay, back to the person that filled out a form on your page - or entered their email to subscribe to a list. With Zoho Campaigns and MarketingHub, they would be placed into an appropriately named list. That list can then be used for marketing drip campaigns. You can map out the path you want them to follow in both products; however, with MarketingHub, you can do much more.
I'm just scratching the surface here, but in MarketingHub, you can visually map the pathway (think Ontraport). For example, they fill out a form, you schedule an email to be sent immediately (or a day later, whatever), if they click a link, they can go down another path or stay on the same - you can trigger actions based on their actions. This is where it get really fun in the system to build all of this...but not time you likely have to put it together.
The idea of these "journeys" is to take your prospect down a path to build more trust and credibility leading to a relationship moving forward. So test out the journeys you create and see what works best. Tweak (not twerk) for success. There is a plethora of value in MarketingHub - whoa, it contains a ton of cool.
SalesIQ tracks the pages they go to, how long they are on the site, what site they came from, their location, have they been on your site before, etc. It does this automatically for everyone that visits your site. If you engage them, then the record of all of their actions are automatically attached to their CRM record. You can also apply scoring based on their actions to help you prioritize your attention.
Additionally, with Zoho Pagesense, you can actually record sessions and view the actions people take on your website. It doesn't show who they are, but it gives you insight regarding the pathways people take on the website. This tool is all about maximizing your website to lead to more business.
Okay, back to the person that filled out a form on your page - or entered their email to subscribe to a list. With Zoho Campaigns and MarketingHub, they would be placed into an appropriately named list. That list can then be used for marketing drip campaigns. You can map out the path you want them to follow in both products; however, with MarketingHub, you can do much more.
I'm just scratching the surface here, but in MarketingHub, you can visually map the pathway (think Ontraport). For example, they fill out a form, you schedule an email to be sent immediately (or a day later, whatever), if they click a link, they can go down another path or stay on the same - you can trigger actions based on their actions. This is where it get really fun in the system to build all of this...but not time you likely have to put it together.
The idea of these "journeys" is to take your prospect down a path to build more trust and credibility leading to a relationship moving forward. So test out the journeys you create and see what works best. Tweak (not twerk) for success. There is a plethora of value in MarketingHub - whoa, it contains a ton of cool.
Okay, so again it may start to get overwhelming at this point - you may ask yourself: Do I need to do all of this? The simple answer is yes, you do. To survive in the business world today, you have to implement these tools because your competitors are right now. As the cost of acquisition goes up, you cannot let anything go to waste. Now do you need to do it all at once? No - build it out over time - but build it out. You can certainly learn how to do it yourself, it isn't rocket science, but that will take you away from your primary function - and if you could have someone help build it much faster, you could be that much closer to your next sale.
Anyways, let's get back to the person on the journey. One of the emails triggers the person to purchase from your store...you would able to backtrack that person's journey to see their patterns to potentially apply to others to mirror the same success.
On the back end, the order is set up in the system for picking from the warehouse with Zoho Inventory - you can manage multiple warehouses. The product gets boxed and shipped with tracking within Zoho. The purchase transaction was captured in Zoho Books keeping the accounting right. When inventory levels get low notifications can be triggers for restocking.
The person gets their product and has a question - they go to the website and initiate a chat for support - this gets routed to Zoho Desk for customer support ticketing to manage the resolution. Yes, you guessed it, this interaction is also attached to their record in the CRM...along with the purchase via Zoho Finance.
As part of the MarketingHub automation, because this person bought something, they are in a new list as a customer. Within one week of the purchase, they receive a survey along with a coupon code. They also get a special referral code (a field automatically created in CRM) they can use to refer friends. Yep you guessed it, if one of their friends uses the code, you can measure how many referrals she has sent - and that could trigger additional emails to build on her ambassadorship. Fhew - so many ways to grow the business!
Anyways, let's get back to the person on the journey. One of the emails triggers the person to purchase from your store...you would able to backtrack that person's journey to see their patterns to potentially apply to others to mirror the same success.
On the back end, the order is set up in the system for picking from the warehouse with Zoho Inventory - you can manage multiple warehouses. The product gets boxed and shipped with tracking within Zoho. The purchase transaction was captured in Zoho Books keeping the accounting right. When inventory levels get low notifications can be triggers for restocking.
The person gets their product and has a question - they go to the website and initiate a chat for support - this gets routed to Zoho Desk for customer support ticketing to manage the resolution. Yes, you guessed it, this interaction is also attached to their record in the CRM...along with the purchase via Zoho Finance.
As part of the MarketingHub automation, because this person bought something, they are in a new list as a customer. Within one week of the purchase, they receive a survey along with a coupon code. They also get a special referral code (a field automatically created in CRM) they can use to refer friends. Yep you guessed it, if one of their friends uses the code, you can measure how many referrals she has sent - and that could trigger additional emails to build on her ambassadorship. Fhew - so many ways to grow the business!
We haven't even touched on Zoho Social (think Hootsuite) - I probably should have put that at the top of this page. Within Social, you can create social content for the top platforms - as well as not only engage as you normally would with posts, but instantly push that engagement into the CRM. Pretty, pretty cool.
On the business to business side, you are also able to leverage the same tools, but you can segment and separate them throughout the process.
Likely you have a sales team and with the integration with a phone system like Ring Central - any and all calls are automatically logged (along with recording) and associated with the records in the CRM.
Additionally, your team can effortlessly create quotes for electronic signature through Zoho Sign and send them through the CRM - the system tracks the opens and even sends reminders if the quote hasn't been signed.
Internally you have projects that need to get done and you need a way to track them - why not use Zoho Sprints for Agile project management to keep these projects moving forward - everyone can see what's going on. And if you need more structured, traditional project management tools, you can use Zoho Projects. Zoho Projects can also be shared with external partners without the need for additional licenses. The opportunities are nearly endless.
On the business to business side, you are also able to leverage the same tools, but you can segment and separate them throughout the process.
Likely you have a sales team and with the integration with a phone system like Ring Central - any and all calls are automatically logged (along with recording) and associated with the records in the CRM.
Additionally, your team can effortlessly create quotes for electronic signature through Zoho Sign and send them through the CRM - the system tracks the opens and even sends reminders if the quote hasn't been signed.
Internally you have projects that need to get done and you need a way to track them - why not use Zoho Sprints for Agile project management to keep these projects moving forward - everyone can see what's going on. And if you need more structured, traditional project management tools, you can use Zoho Projects. Zoho Projects can also be shared with external partners without the need for additional licenses. The opportunities are nearly endless.
Most business coaches are stressing moving revenue streams to a more consistent subscription model. With Zoho Subscriptions you could create a whole new product for your clients (think BoxyCharm) - sending them apparel they would like for a monthly amount. You would simply create the product, put it on a sign up page and every month their card would automatically be charged. Boom.
Just a couple of other remaining items - with Zoho Chat, Zoho Cliq and Zoho Connect internal communication can be taken to a whole new level.
Not to mention, speaking of your internal team, you could start using Zoho Recruit to manage your hiring process as a full scale hub with job posting sites. Then once they are an employee, you can manage all HR aspects with Zoho People - vacation requests, reviews, all HR paperwork, etc.
Oh yeah, and if you wanted to host webinars, you could use Zoho Webinar with Zoho Meetings. If you are considering creating your own conference, you can leverage Zoho Backstage. As you grow and want to present training to a dispersed workforce, you could use Zoho Show.
We didn't even mention Zoho Creator - build full scale apps that are seamlessly connected to the other Zoho products - and extended to your customers.
Just a couple of other remaining items - with Zoho Chat, Zoho Cliq and Zoho Connect internal communication can be taken to a whole new level.
Not to mention, speaking of your internal team, you could start using Zoho Recruit to manage your hiring process as a full scale hub with job posting sites. Then once they are an employee, you can manage all HR aspects with Zoho People - vacation requests, reviews, all HR paperwork, etc.
Oh yeah, and if you wanted to host webinars, you could use Zoho Webinar with Zoho Meetings. If you are considering creating your own conference, you can leverage Zoho Backstage. As you grow and want to present training to a dispersed workforce, you could use Zoho Show.
We didn't even mention Zoho Creator - build full scale apps that are seamlessly connected to the other Zoho products - and extended to your customers.
Are you seeing the possibilities?
Let's finish this up by also mentioning that you could, if you're not already, use the Zoho Mail along with the online collaboration product Zoho Docs (which actually was created before Google Docs (which Google bought)).
The great thing is if you already have Zoho ONE, you already have access to all of this. It's just a matter of assessing the options that could really help your business now and designing an implementation plan.
If you do not have ONE yet, what are waiting for? If you have Zoho already, you can easily "upgrade" - everything moves over. Let's move you over to start unlocking more.
If you do not have Zoho and are working in other systems - the first call with David will be key in uncovering the potential for you. And since you are not on Zoho, you may be wondering the cost for all of this - yes, all of the tools mentioned above, plus a dozen more, and you are all in for $35/employee a month or $30/employee a month on an annual plan...and the cool thing is, they prorate everything, it's not like Salesforce, you can add and subtract users as needed throughout the year.
The great thing is if you already have Zoho ONE, you already have access to all of this. It's just a matter of assessing the options that could really help your business now and designing an implementation plan.
If you do not have ONE yet, what are waiting for? If you have Zoho already, you can easily "upgrade" - everything moves over. Let's move you over to start unlocking more.
If you do not have Zoho and are working in other systems - the first call with David will be key in uncovering the potential for you. And since you are not on Zoho, you may be wondering the cost for all of this - yes, all of the tools mentioned above, plus a dozen more, and you are all in for $35/employee a month or $30/employee a month on an annual plan...and the cool thing is, they prorate everything, it's not like Salesforce, you can add and subtract users as needed throughout the year.
Are you ready to unlock more?
We know it can be a bit overwhelming. We just scratched the surface on this page - each one of the products referenced have depth and details obviously not covered here. You need a solid partner to help you remove the noise to focus on what is going to make the greatest impact on your business.
We are creative, knowledgeable and accessible. We have been in the space for ten years and have helped hundreds of small businesses across the country. Our only focus is on helping small businesses use the Zoho ONE platform - that's it. We bring solid product knowledge, combine it with some creativity while making working with us enjoyable.
Let's see what new future we can unlock for your business leveraging the power of Zoho ONE.
We are creative, knowledgeable and accessible. We have been in the space for ten years and have helped hundreds of small businesses across the country. Our only focus is on helping small businesses use the Zoho ONE platform - that's it. We bring solid product knowledge, combine it with some creativity while making working with us enjoyable.
Let's see what new future we can unlock for your business leveraging the power of Zoho ONE.