You have just started your business, but you are having trouble keeping track of the numbers and data you need to figure out how to best understand and meet customer needs.
Investing in CRM software is one of the best ways to start and grow your business, especially if you hire a virtual assistant to manage it remotely. B2B CRM software, especially Zoho CRM, is a great option for businesses trying to grow.
Keep reading to learn how Zoho CRM can benefit your business today.
What is B2B CRM?
B2B CRM is Business to Business Customer Relationship Management.
Any system, processes, strategies, or technologies that are used to assist organizations in establishing, building, and manage relationships with potential and current customers are considered b2b.
B2B CRM, just like any other CRM software, is most beneficial to businesses when there is an employee dedicated to managing it.
It is ideal to hire a virtual assistant to manage the B2B CRM software remotely. CRM virtual assistants already have experience with CRM software and will only be paid for the work they do, so they are cheaper and more efficient than an in-house assistant who requires training.
Benefits of B2B CRM
B2B CRM assists companies in understanding customers and what the customer needs.
This form of customer relationship management allows data and information from various business sections to be organized onto one platform. This includes data from marketing, sales, and customer service.
This data can provide better visibility into the performance of these various areas, allowing businesses to be better informed about what is working well and what is not.
What is Zoho CRM?
Zoho CRM is a B2B CRM service that is ideal for small or medium-sized businesses.
Zoho provides simple, easy-to-use CRM software that encourages business growth and productivity. For a small business that has just started, Zoho is an ideal CRM platform.
Benefits of Zoho CRM
Zoho CRM requires little training to use. It encourages productivity because the Zoho user interface is so easy to understand.
Zoho is versatile in a wide range of industries. It is also beneficial to businesses of all sizes. Whether you are just starting or are a larger company, it’s both easy to use and more affordable than many other CRM software options.
Features of Zoho CRM
Zoho CRM is designed to be easy to set up, then customized and adjusted to meet a company’s specific needs. Many Zoho extensions are free and do not need to be coded into the systems already in place.
The platform can also be accessed on the go through a mobile phone, regardless of network connection.
Zoho provides various pricing plan options, ranging from the Free plan to the Ultimate plan, which costs $45-$55 per user.
As the payment plans for Zoho CRM are per user, hiring one CRM virtual assistant may be beneficial for small businesses. By doing so, you will save money by only having to pay for one user instead of multiple ones.
Zoho Free Plan
The most feature-limited version of Zoho CRM is the free plan.
With Zoho Free, up to three users can manage leads, contacts, and accounts, plus reports and analytics. However, it is a good place to start if you are just starting your business or want a better idea of if Zoho CRM is right for you.
Zoho Standard Plan
Zoho Standard costs $12 a month per user when paid annually or $18 a month per user when paid monthly. This means that if you have 3 users, it will cost $36 or $54 per month, depending on if you pay monthly or annually.
The Standard plan offers everything the free plan does, plus email insights, increased customization, and scoring rules. The database is limited to holding as many as 100,000 records.
Zoho Professional Plan
The Professional plan costs $20 a month per user when paid annually and $30 a month per user when paid monthly.
Zoho Professional provides all the benefits of the Standard plan, along with inventory management and process management. It also comes with the ability to integrate Google Ads.
Zoho Enterprise Plan
The Enterprise plan is priced at $35 monthly per user when paid annually and $45 monthly per user when paid monthly.
Enterprise provides everything the Professional plan does but with more customization options. This includes page layouts, internet tabs, buttons, modules, and the ability to build and distribute custom apps, among other things.
Zoho Enterprise can be used by customers, vendors, and partners via multi-user portals. It also gives you access to the CommandCenter, allowing you to personalize the experience of the customer.
Users are also provided the option of Zia AI. Zia AI provides predictions and advice as an AI assistant.
Zoho Ultimate Plan
The Ultimate plan is Zoho’s most expensive plan at $45 per month per user when paid yearly or $55 a month per user when paid month to month.
With the Zoho Ultimate plan, users get everything provided by the Enterprise plan, plus storage space, customization options, and data enrichment.
Ultimate also provides access to Zoho Analytics, a self-service BI and data analytics software tool. Zoho Analytics helps visualize and analyze data.
Learn More About CRM Today
CRM can make managing your company’s data and improving customer relationships a breeze.
Zoho CRM is an especially good option if you are just starting and trying to grow your business or if your business is small and ready to grow. The variety of payment plans makes Zoho ideal for any stage of growth a business is in.
If you are looking to get the most benefit from your CRM software though by hiring a virtual assistant, contact us today to get a free consultation.
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