Zoho CRM Consultants - Marketing with an Engineering Twist

crm strategy zoho Jul 19, 2023
CRM Consultants sitting at a table

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 weren't Zoho CRM Consultants then. But this client knew Candice DeRiso (then Beckmann) well enough to trust she would dive in. 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 1 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 that 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.


Benefits Hiring a CRM Consulting Firm

It has become increasingly important for companies to efficiently manage and nurture their customer relationships. This is where a Customer Relationship Management (CRM) consulting firm can be helpful. When a company leverages the expertise of CRM consultants, they can optimize their CRM systems and processes to drive growth and nurture customer relationships. There are 5 clear benefits of working with a CRM Consulting Firm:

1. Custom CRM Solutions

One of the key advantages of working with a CRM consulting firm is a tailored CRM account that fits the unique needs and requirements of your business. CRM consultants take time to thoroughly understand your business processes, goals, and challenges, so they can customize your Zoho CRM system to align 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

Customer nurturing and engagement is critical for building long-lasting relationships and boosting customer loyalty. The right CRM setup can help streamline your customer engagement processes by centralizing customer data, providing a unified view of each customer's interactions and preferences. With a more holistic view of customers, your team can deliver personalized communications and targeted marketing campaigns, resulting in more meaningful interactions and better 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 have become increasingly critical in today's digital age. Zoho CRM comes built with robust security measures to ensure that your data meets all relevant compliance requirements. This includes implementing access controls, encryption, and regular data backups, minimizing the risk of data breaches and legal issues. Your CRM Consultants can guide you through the safeguarding your customer data to instill trust and confidence among your customers - helping your reputation and credibility.


5. Ongoing Support and Maintenance

Your CRM system is not a one-time project, rather it is a living system that requires ongoing support and maintenance to ensure optimal performance. CRM consulting firms provide continuous support with technical troubleshooting, user training, strategy improvements, and application updates. This allows your team to focus on core business activities while experts handle the technical aspects of your Zoho CRM account. 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

First and foremost, Beckmann Collaborative is still a marketing strategy consulting firm. This means that our team has the expertise to guide and support businesses on how to approach their marketing campaigns - from goal setting and KPIs to deploying a social post and all of the little bits in between. 

We were already 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 toolset. 

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?



Zoho CRM consultants offer numerous benefits for businesses of all sizes and industries. From tailored Zoho CRM setup to enhanced customer engagement and improved sales performance, the impact of a well designed CRM system is undeniable. By partnering with a reputable Zoho 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 by telling is more about your business!




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