What Is Zoho Vertical CRM And Its Benefits?

All across the industries, small to medium and then large-sized businesses want to have the same thing from their CRM and that is to build improved customer relationships with their workflows while making sure that the sales opportunities grow manifold. Some businesses do feel that their CRMs are unorganized and are not able to follow the leads.

While so many businesses try to work through the problem of the complex world of CRM software applications for finding a solution to their CRM limitations, the Zoho Vertical CRM has emerged amongst the top results. In contrast to horizontal CRMs, vertical CRMs offer a customized solution to the industries where the workflows and processes are more specific.

Let’s say that we are dealing with a real estate and construction company that has some specific needs as opposed to other industries. Now if a company in this field will use industry-specific CRM software then it will become much easier to manage the built-in processes while making customer relationship management easier.

Deliberations Over Implementing Zoho Vertical CRM

One of the considerations that multiple small to medium-sized businesses deliberate upon is whether it is possible to work with a CRM that can be specific to their industry or if they can get the functionality that they need from a general-purpose CRM?

Now, the thing to understand here is that although general-purpose CRM software solutions can be very well customized to offer suitable workflows and processes, that will come with an additional implementation cost. On the other hand, vertical CRMs have the needed built-in features that can solve niche tasks and also be very process-specific. This means that the industry-specific solutions will be meant for one kind of industry only.

A large number of businesses are always looking for a CRM that has progressive and specific features that help in better organization of the customer and leads data. For this reason, many companies prefer using industry-specific solutions over general-purpose ones.

The popularity of Vertical CRM Solutions

Going by the industry trends, it has not been so difficult to read the signs. If you wish to make the best use of CRM, vertical solutions have the capability to solve it all. In fact, vertical solutions are becoming highly popular and what’s more, they are very easy to build.

It is very commonly known that each business owner in the present world must use an effective CRM software application. However, most CRMs sold in the present time are horizontal which means that they are designed to work as a general-purpose solution for all businesses. This is a fact that comfortably looks above the need of each business to have a specific solution because each business solution requires special attention.

It will help to look at the situation in this way: What happens is that a diligently crafted business process tends to go completely to waste when a general-purpose solution is offered. Even if the best possible CRM solutions have multiple powerful features, they are not of any use to a business that does not need them in any way.

Hence, there is only one effective solution and that is the Zoho Vertical CRM solution. These are industry-specific solutions that are created by the experts and they are unique to each sector in which they operate. With the use of precise terminology and workflows, vertical CRMs are made to automate every industry process.

The potential for financial gain is very high and the industries such as solar energy, real estate, the insurance industry, are increasingly growing sensitive to recognizing the need for specific and comprehensive cloud applications for their business. It is also predicted that in the coming time the vertical CRM solutions will be the most preferred CRM choices for all kinds of businesses.

Benefits of Vertical CRMs

1. Cost-effective Solution

Just as it is with any other business, an important factor that is supposed to be considered is the initial investment needed for the implementation of a CRM. However, when you work with the Zoho Development Partners, the cost of building a Vertical CRM becomes significantly lower in case you build it on the top of a comprehensive CRM having an established market presence.

There is no need for you to hire a team of developers for building an entire solution from the beginning. The best part is that you do not even have to possess a lot of technical expertise because all the features have been honed properly in the CRM. It also does not take a lot of time.

All that is needed to do is using your imagination and industry sector knowledge for assembling an application that has the ability to work wonderfully with the established processes. With the use of Zoho Vertical CRM, your business will be brought into the limelight and in fact, leads will flow to the pipeline with almost very less marketing efforts.

2. Developer Console

A truly great feature that Zoho offers businesses across different industries is that of Developer Console. It makes complete sense to develop a vertical application on a responsive, feature-rich, and powerful cloud-based platform when it offers entirely free developer access. This is right when Zoho comes into the picture.

With the use of Developer Console, you can create verticals on the top of an award-winning Zoho CRM which further gives you a great chance to gain market attention when you publish the solution on the Marketplace that caters to millions of customers.

Zoho has an ever-growing ecosystem of many talented developers who have successfully created solutions for the automotive industry, insurance industry, real estate industry, and so on. In case you consider yourself as an industry expert or just someone who enjoys coding then you can make the most out of your potential by developing an excellent vertical CRM solution.

Zoho enables you to take an entirely free online Vertical App Development Course. This course has a detailed and step-by-step explanation given in slides and hands-on exercises that can be used to start building an industry-specific solution right away. In case you need help then you will get it easily from Zoho Development Partners. In this way, you can capitalize on the ever-growing demand for vertical solutions right away and effectively.

3. Vertical CRM Extensions

All organizations succeed when the different departments in that particular organization work together in tandem for achieving the common goal of meeting customer needs. However, more often than not, what happens is far from this. The various departments in most organizations work in isolation from others.

These departments tend to use a different system for their use and a proper flow of information is rarely there between these systems. The result is most often a chaotic ecosystem that has immense duplication of data and miscommunication between departments along with a haphazard execution of customer requirements.

With so many businesses spanning across different geographies and time zones in the present time, the effect of the department-independent approach grows manifold. It is common in this context that the importance of integrated application grows in importance.

Zoho Developer comes into the picture by countering this pertinent problem and creating Vertical CRMs that have other applications integrated into in the form of Extensions. This is an easy way to include other applications into the Zoho Vertical CRM because it helps in widening the use and the user-friendliness quotient of the Vertical CRMs. Regardless of which industry the CRM might be for, the extensions can prove an important addition to any industry-specific CRM software. It can be used to activate and configure the needs of an application.

4. Customization

The ability to customize a solution can be counted as one of the most powerful ways to achieve a successful industry-specific solution. For building a Vertical CRM, the Zoho Developer offers a wide range of customization options that can be included in the application.

One can customize many elements like the tabs, sections in a page, fields, modules, etc. These changes also include reordering or renaming items, hiding tabs, and even fields that are not needed.

With the module customization, the standard modules can be changed and new modules can be created by adding or removing fields and designing a layout. On the other hand, with the page-level customization, the columns available in the related list items can be customized while creating custom views for filtering records.

5. Automation

Automation is considered to be an efficiency multiplier and an increasing number of end-users are coming to terms with its massive importance in their corporate software solutions. So many business processes that happen on an everyday basis benefit from automation.

For instance, a Sales Manager could assign some leads to the Sales representatives based on a set of predefined criteria, and that sales executive can often send pre and post-sales follow-up emails to the customers at scheduled intervals. The automation of all of these activities can reduce an ample amount of time and effort that can be otherwise spent interacting directly with the customers.

With Zoho’s industry-specific solution, the automation of an application workflow can happen easily. You can also preset replies, alerts, and notifications. With just pairing the workflow rules with some tasks, and field updates, you can provide the end-users with a customized tool that can be helpful for business management. All the rules that are set while building an application can be saved as the default automation setting for the customers.

6. Settings Permissions

The permission settings help in fulfilling two purposes within the end-user organization and that is to determine who can access different types of data and limit which kind of system utilities are available to an individual team member. With suitably calibrated permissions, it is possible to ensure data security and accessing and managing the files.

While giving due importance to the system flexibility, Zoho Developer allows an end-user administrator to define a hierarchy of customized roles that fit suitably in the internal corporate structure. Each is assigned a profile which then enables a wide range of important functions and determines the security access linked with that role. 

Although the end-user is responsible for assigning the profiles in the form of an organizational structure, the system developers are tasked with the creation of custom profiles and the management of permissions associated with them. This makes the entire Zoho Vertical CRM extremely flexible and ordered. There is no scope of any chaos and all activities are laid out very clearly for the employees of an organization.

7. Zoho CRM Reports

The Zoho CRM Reports help in encapsulating the data from different modules so that you can process and use them efficiently. Even a single report can be prepared with data from different modules and the varied operations available for these reports can make it simple and comfortable for the users to handle reports.

There are useful provisions to be used for these reports in a collaborative environment because there are multiple inbuilt reports that span across modules to offer the user a large amount of information. While working with the reports, your Zoho Development Partners or you will have all details about creating reports and how to work with them.

In Standard Reports, there will be a set of inbuilt from each module of the application. In the Scheduling Reports, one can arrange to send reports to intended receivers at predetermined times, and in Organizing Reports, it is possible to work with the reports in an orderly and professional manner.

Conclusion

The Zoho Vertical CRM is a mature, customized, feature-rich, and powerful way of managing customer relationship management in an organization. Over the years, Zoho has offered industry-specific solutions to many organizations belonging to the real estate sector, insurance sector, financial services sector, retail sector, etc.

If you also wish to use industry-specific CRM software from Zoho then get in touch with Encaptechno, an organization that has the experience of working as Zoho Development Partners for many years.