Zoho CRM Consultants - Marketing with an Engineering Twist

12/19/2023 08:00 AM By Candice D.

The people who've worked with Beckmann Collaborative over the years always knew us as marketing strategists who appreciate following a smart process. About 6 years ago, a client in the financial services sector asked us for help with his processes within his Zoho CRM account. We were not Zoho CRM Consultants then. But this client knew Candice DeRiso (then Beckmann) well enough to trust she would dive in and figure it out. Boy oh boy, did she get into that CRM, and there was no turning back.

From Marketing Consultant to Zoho CRM Consultants Within A Year

After just a few days "tinkering" in this Zoho CRM account, Candice found herself ready to leave her old database provider (Insightly) - yes, it seems embarrassing now in comparison to Zoho. Within one year, Candice was certified in Zoho CRM and consulting with several existing clients. We found the connection between powerful content marketing and implementation and it was tat engineering twist that marketing automation and a powerful CRM provides.

If you are looking for Zoho CRM Consultants and curious if Beckmann Collaborative is the right fit for you, then read on... 


What Does a a CRM Consultant Do?

CRM consultants provide your businesses with strategies for the sales, marketing, and customer service team members to improve and maximize the value of their Zoho CRM account. The goal is to help generate better marketing operations and sales operations within your organization. You want to hire consultants with experience in sales and marketing strategy, familiarity with your industry, a deep understanding of Zoho CRM's functions and features.

We assist with Zoho CRM setup/implementation and customization. As your consultant, we offer business guidance that your company needs first. Then we apply the agreed upon strategy to implement the technical setup. Then we provide ongoing CRM and general Zoho app support as the organization continues to grow and develop. 


Which Businesses Use CRMs?

While both B2C and B2B businesses have a need for a CRM, Beckmann Collaborative works with businesses who serve other businesses. Companies use a CRM to support the sales, marketing, and  customer service team members. Many people associate a CRM software as necessary only for large or enterprise businesses, however we find that startups and small businesses very much require one to grow and scale. Large and enterprise organizations often use the more advanced features such as automated workflows, territory management, and advanced analytics.

 The Benefits of CRM Consulting

In today's competitive business landscape, it has become increasingly important for companies to efficiently manage and nurture their customer relationships. This is where Customer Relationship Management (CRM) consulting comes into play. By leveraging the expertise of CRM consultants, businesses can optimize their CRM systems and processes to drive growth and enhance customer satisfaction. In this blog post, we will explore the various benefits of CRM consulting and how it can positively impact your organization.

1. Tailored CRM Solutions

One of the key advantages of CRM consulting is the ability to provide tailored solutions that fit the unique needs and requirements of your business. CRM consultants take the time to thoroughly understand your business processes, goals, and challenges, enabling them to design and implement a CRM system that aligns perfectly with your objectives. This ensures that your CRM solution is not only efficient but also scalable, allowing for future growth and expansion.

2. Enhanced Customer Engagement

Effective customer engagement is critical for building long-lasting relationships and boosting customer loyalty. CRM consulting can help streamline your customer engagement processes by centralizing customer data, providing a unified view of each customer's interactions and preferences. With this holistic view, your team can deliver personalized communications and targeted marketing campaigns, resulting in more meaningful interactions and increased customer satisfaction.

3. Improved Sales and Marketing Performance

CRM consulting can significantly enhance your sales and marketing performance, leading to increased revenue and business success. By leveraging CRM tools and strategies, consultants can automate sales and marketing processes, ensuring consistent and efficient workflows. Additionally, CRM systems enable accurate sales forecasting, allowing your team to identify trends and make data-driven decisions. With improved visibility into your sales and marketing efforts, you can better track performance, optimize campaigns, and drive better business outcomes.

4. Enhanced Data Security and Compliance

Data security and compliance are critical considerations for organizations in today's digital age. CRM consultants can help you implement robust security measures and ensure that your CRM system meets all relevant compliance requirements. This includes implementing access controls, encryption, and regular data backups, minimizing the risk of data breaches and legal issues. By safeguarding your customer data, CRM consulting instills trust and confidence among your customers, enhancing your reputation and credibility.

5. Continuous Support and Maintenance

Implementing a CRM system is not a one-time project; it requires ongoing support and maintenance to ensure optimal performance. CRM consulting firms provide continuous support, including troubleshooting, system upgrades, and user training. This allows your team to focus on core business activities while experts handle the technical aspects of your CRM system. With regular updates and improvements, you can maximize the benefits of your CRM solution and stay ahead of the competition.

How We Approach Zoho-Related Projects

Beckmann Collaborative is a business strategy consulting firm. This means that our team has the expertise to guide and support businesses on a variety of improvements from sales and marketing to operations.  For example, we guide many clients on how approach their marketing campaigns - from goal setting and KPIs to deploying a social post and all of the little bits in between. 

We have always been passionate about developing realistic processes for our clients to follow, so using a powerful platform like Zoho made that easier. Not only do we look at the big picture strategy, but we aim to help each company find the best path for actually accomplishing the marketing tasks (i.e. publishing blog posts, scheduling social posts, measuring results, adjusting campaigns). Process is a combination of people power and the right tool set. 

This is approximately the order we go in terms of steps to take and the key questions we must answer:

  • Step 1: What's Your Goal?
  • Step 2: Who Are You Talking To?
  • Step 3: How Do We Communicate With Them?
  • Step 4: Once They Are a Lead, What's Next?
  • Step 5: Once They Are a Contact / Customer / Client, What's Next?
  • Step 6: How Do You Nurture Relationships?
  • Step 7: Who On Your Team Does What and By When? And Do You Need Any Additional Help?

Conclusion About CRM Consultants

CRM consulting offers numerous benefits for businesses of all sizes and industries. From tailored CRM solutions to enhanced customer engagement and improved sales performance, the impact of CRM consulting is undeniable. By partnering with a reputable CRM consulting firm, you can unleash the full potential of your CRM system and achieve sustainable business growth. So, take the first step towards CRM success and start exploring the possibilities of CRM consulting today!