This is the second post in our series about Zoho CRM setup. If you are still looking for a basic understanding of definitions and CRM strategy, read the first post. This post is focused on more specific logistics of setting up your CRM account so that it's customized to your needs. We'll touch upon the most important settings including:
How do you get to your settings? Click on the wrench and screwdriver in the top right corner of your screen, similar to the screenshot below.
In the General section, you'll find Personal Settings. Fill out all of the fields in the Personal Settings - most important will be your email signature. Your email signature will show up in any emails you send out from the CRM.
The things to update in your company details include your logo, Fiscal Year, and...
If you're new to either Zoho or project management software, you might not be familiar with Zoho's popular project management tool, Zoho Projects. Zoho Projects is a cloud-based application that enables you to assign and manage tasks for multiple projects in thorough detail. It is primarily designed for small and mid-sized businesses, and it keeps all of your projects conveniently in one, user-friendly place. In a review from PC Mag, Zoho Projects was labeled an outstanding choice for both small businesses and mid-sized businesses.
For Beckmann Collaborative, one of the most convenient features of Zoho Projects is time tracking and reporting. We use time tracking for EVERYTHING. It helps us continually learn and improve our marketing operations.
First, we can export comprehensive and well-organized timesheets which makes invoicing a breeze. Alternatively, timesheet data...
UPDATED August 31, 2020
If you are currently shopping around for the right CRM System, chances are that you already understand the value of customer relationship management. Right?
Do you have a clear plan or strategy for HOW your company will use Zoho CRM in your business? New technology is fun and the idea of automating processes is very appealing. The hitch is that the planning work needs to be handled before you start importing contacts and setting up automations / workflows.
If you have already created a CRM Strategy, then jump down this page to the "Intro to Zoho CRM" section.
Clients often ask me how to write social media posts that will connect with their customers or emails that will get high open rates from a strong subject line.
The first thing I tell them is to be sure they are offering something of real value. When you are offering value through your marketing, it is the best way to...
Guest Post by Louisa Garcia Moreno
Employees today spend most of their lives in the workplace and when it’s not designed with their well-being in mind it can be a stressful and draining experience and could potentially harm their performance.
Safeguarding the mental, physical, emotional and financial health of employees in the workplace is the goal of corporate wellness. The effects that stress and poor health can have over performance levels and business success should not be underestimated. When lack of wellness inadvertently becomes part of a company’s culture it can have serious consequences for a business — what begins as employees’ poor performance may eventually translate into poor performance at a corporate level.
According to findcourses.co.uk’s 2019 L&D Report, the linking factor between well-being and business success is employee engagement, which in turn influences performance and productivity. Highly engaged employees typically...
CRM stands for Customer Relationship Management. This term is used by sales teams to describe contact management for leads. Among high-tech marketers, it usually refers to the software or systems used to manage relationships.
Before you jump into a CRM software, remember that first and foremost CRM is a part of your sales and marketing strategy. If your goal is to grow long-term relationships with customers and prospects over time to increase revenue and lifetime value, then you are seeking a smart CRM strategy. Everyone has a different bend on what CRM Strategy means - ranging from personalized communications to retargeting email ads. At the end of the day, CRM is all about how you can optimize Customer Relationships to maximize your sales.
Since Beckmann Collaborative is based in Austin, TX it is easy for us to visit clients in nearby Texas cities. It is also fun to go on a road trip! This week, we had the pleasure of visiting Killeen, Texas to work with the incredible team at NextHome Tropicana Realty Our focus was on using social media marketing as an individual agent and how you can cross-pollinate your content with the company's social media.
The team at NextHome Tropicana Realty is passionate and driven to support their local community in Killeen, TX. When we talked about their professional goals as an agent, the focus was not on money or becoming a "local celebrity." These individuals were all about giving back and empowering others. Their target audience includes active-duty soldiers and their families, veteran retirees, army reserve folks, and beyond. One of the common topics was about the concept that buying a home seems...
As a company with education and professional development rooted in our mission, we spent a good amount of time searching for the right LMS (Learning Management System). While we loved using Wordpress for our website, finding an LMS plugin with a smooth integration was a challenge.
Several clients and partners talked about Teachable, Udemy, and Thinkific. All of those platforms are great for certain people and companies. For us, we found them limiting. All of those platforms have a big database of customers who are often categorized as "casual learners" or inactive. Those are not the people who get value from deep-dive training that requires logical thinking and some elbow grease to get the work done right.
For Beckmann Collaborative, Kajabi had the key elements we needed to cohesively work together. That includes a functioning website, LMS, ecommerce, triggered emails, and other marketing tools. Not only do they have all of...
Blogging in itself offers a wide array of benefits to your brand. Not only does it increase SEO, but it can also reflect your expertise to potential customers or clients. Businesses of all sizes and across many different industries have found blogging to be a strong tactic in their content marketing strategy.
Guest blogging is the practice of writing an article or blog post for another company's blog. This is a way to build relationships, increase your authority, get broader brand exposure, and (of course) build backlinks for SEO. Inbound links, also called backlinks, are a primary SEO ranking factor for search engines. Guest blogging offers an opportunity for you to write valuable content and link back to your own website.
Technical SEO Considerations:
The website must load quickly on all devices
Beckmann Collaborative is a business training and marketing consulting firm based in Austin, Texas. We serve clients throughout the United States of America. Our mission is to transform teams from disorganized, fractured marketing efforts into those with a cohesive collaboration with better results.
We co-create innovative solutions with our clients around their marketing, sales, and operations. Together, we solve problems and create structures that allow each business to grow and evolve.
Wisdom: The thoughtful application of the knowledge gained is a reflection of your business acumen and grace. Beyond consulting, we educate clients and support them in applying new ideas and information to better their company.
Integrity: The act of being reliable and honest in all parts of life reflects a deep trust. From the first meeting to the day a project is complete, we always share the truth about...
Guest Post by Don Matejko
Strong presentation skills are important for any sales professional, especially when the products or services being sold are complicated, expensive and/or unfamiliar to the prospect. Some salespeople are naturally gifted presenters, but most acquire their skills through experience and training. If you are responsible for training in this area, here are important tips to bring your salespeople along quickly in the art of sales presentation.
Effective presentations require the presenter to be credible and authentic. No amount of pre-packaged text and dazzling imagery can cover up a presenter who doesn’t really know what he or she is talking about. In contrast, a presenter who exudes confidence and understanding can effectively turn prospects into customers even if the presentation itself is flawed. With this in mind, salespeople should have a very strong understanding of products, services, their company,...