One of the things that people love today is making tasks easier and reducing manual efforts, isn’t it? People now loves when their efforts are taken over by some kind of automated tool. Well, imagine this being done in the hectic sales business department, where everything is to be noted and analyzed manually.
Customer Relationship Management (CRM) is among the technologies that has entered into the ever-evolving sales domain. As the name suggests CRM is method of maintaining a healthy relationship with your current and future clients. CRM has now taken over almost 91% of businesses that has more than 11 employees.
If we speak for CRM, isn’t Zoho something that has popped up on your search? Well, if you have heard and seen the name of Zoho CRM Integration Services, then you know it that like other CRM platforms this also needs specific training. The major pain-point for any sales team to start with a new technology is that they need a proper training that is effective. Well, if you are not aware of how to train your sales team on this automation tool, then read along to find out your answers.
Understanding Zoho Business Automation
Zoho business automation or Zoho CRM is a platform that is similar to other CRM tools in terms of definition that allows you to do the following amazing things:
- Manage sales
- Customer support
- Tracking leads
- Perform effective marketing
- Perform contact and lead management
- Workflow automation
- Pipeline tracking
- Analysis of data.
This may have given you a gist of Zoho CRM integration services, you may also want to understand the importance of CRM training. For this can you definitely go through different blogs out there. Well, now let’s take a look at how you can help your sales team utilize the best of this platform.
Steps to follow to train for Zoho CRM
Before you train your sales team for the Zoho platform, make sure they are aware of what exactly is Zoho and how to gain the benefit of this platform. Once you’re aware of these things, follow the given steps to inform your team regarding Zoho CRM implementation.
Step 1: Make them Understand the Basics First
Once you start with the training of the sales team, cover the basics of the platform first. This includes:
- The importance of Zoho business automation
- How this CRM can help your business in maintaining customer relationships.
During this moment, highlight its key features such as tracking sales pipeline, automation capabilities, and contact management.
The next thing to make them understand is the user interface of Zoho. For this, conduct a walkthrough of the entire dashboard and menus and highlight the important uses of all the features.
Once they are familiar with the UI, allow them to create their profiles and customize their profiles as per their preferences.
Step 2: Provide Hands-on Training
Whenever a person is getting training in any software or technology, the best way to learn is to have hands-on experience during this time. So, once your sales team has understood the basics, provide them with interactive workshops.
During the workshop, you can pick up certain scenarios and showcase how to use the features such as creating deals, updating records, and creating contacts.
Once this workshop is over, it’s better to give individuals a task that will make them understand things better and get hands-on experience on the same.
For this step, you can visit different YouTube videos to create the session more interactive and learning.
Step-3: Discussion over Zoho CRM Integration Services
When people have hands-on experience with the tool, it’s almost important to make them understand how this will enhance their work and improve sales efficiency. You can discuss how Zoho CRM integration services help your sales team in tracking the current and potential leads and creating a healthy relationship with your customers.
During this explanation, you can also provide some instances of integrations of the platform such as in marketing and streamlining the lead campaigns. This will help them connect their work with the platform and create a better understanding.
Step-4: Implementation of Zoho CRM
When your sales team is trained about the efficiency, features, dashboards, and integration services of Zoho, it’s time to now inform them of the Zoho CRM implementation.
In this step, inform your team about the approach of implementing Zoho in your existing system of business. A well-planned implementation will result in the best outcome for the platform. During this time best practices of the platform can also be informed to minimize delay in Zoho CRM implementation and perform a smooth transition. Also, inform them about customer support and how to ask for help on the platform.
Step 5: Create an Environment of Continuous Learning and Development
When the training for the first time is over, it is also better to create an environment of continuous learning and development.
Zoho CRM automation is a platform that keeps on coming up with the latest updates and features, which makes it better for the organization to keep its team up-to-date. To ensure this, have a meeting about the platform once a month, which will help the team understand approaches and come to best practices for their work.
Wrapping Up!
Well, this is how you can train your sales team about Zoho CRM integration services. Training your sales team for platforms like CRM requires structured planning that not only includes theoretical knowledge but also hands-on experience.
Emphasizing implementing the platform with your current workflow will make them understand how Zoho enhances their overall performance and increases their target while maintaining a good customer relationship. This may be the end of this blog, but not the end of information on the Zoho CRM platform.
So, you can go ahead and book your consultation call to get a live demo of the platform.
