As part of Solutions Review’s Premium Content Series—a collection of contributed articles written by industry experts in enterprise software categories—Joe Greenspan, the VP of Commercial Operations at Act!, outlines three ways CRM can help businesses streamline the customer journey.

The evolving economic landscape compels smart businesses to get closer to their customers and to outshine their competitors by out-servicing them. Regardless of the industry, providing a meaningful, memorable (and consistent) customer experience is one of the most critical factors in ensuring long-term success. In fact, research from PwC revealed that 73 percent of customers say their experiences directly influenced their purchasing decisions. 

Developing and delivering world-class customer experience begins with delving into needs and priorities to unearth opportunities: 

• What topic areas are driving genuine interest in prospects and customers?  
• What communication tactics drive measurable engagement? 
• What tools/processes exist to meet these needs effectively? 

Technology solutions like CRM (Customer Relationship Management) software can help to centralize data, customize outreach, and craft experiences. Meet customers where they are to forge stronger relationships. Automate personalized campaigns to ‘speak to every client’ at scale and ensure that every touchpoint is targeted. Here are three specific ways a CRM platform improves the customer journey, fosters greater loyalty, and yields actual returns.

Leverage Technology 

Whether your business is just starting out and needs to mount prospecting campaigns to attract new business or is swamped with multitudes of client activities to juggle, centralizing, organizing, and categorizing customers is a critical function.  

Simple, affordable technology allows businesses to benefit from modern marketing tools like landing pages, automated email campaigns, and workflows. Leveraging this framework, a company can simplify prospect approach, selling activities, and client follow-ups—no more losing contact data, missing opportunities, or losing sleep.    

Take the next step and start to segment leads to add context to their targeting, ensuring relevant information is sent to the right prospects at the right time. Customers can be segmented into different groups based on demographics, purchase history, and customer lifecycle to drive highly personalized email campaigns that elevate the customer experience, engendering brand affinity and ultimately unearthing upsell opportunities to increase CLTV and revenue.  

Keep Everything Straight 

Not every organization enjoys excellent data integrity, with every customer record complete and correct, shared but secured. For most of us, data doesn’t live in one place, forcing several stops in any attempt to get the whole story. For older companies, data might be recorded in several disparate (and outdated) systems or, worse, stored in file folders and Post-it() notes. CRM brings data organization to every organization. When integrated with customer records, customer interactions provide real-time reporting and long-term trend analysis. Learn when clients might be leaving by examining the ten lost clients; leverage business data to make better decisions.  

By integrating other business systems into a CRM solution, brands can save valuable time and enable more productive workflows. For example, some common small business integrations include platforms like QuickBooks and DocuSign. Consolidating these workflows ensures vital information flows seamlessly, saves time, and informs action. 

​​​Réal Thibault, a hairdresser, and stylist, found a more personalized approach to improve customer service with his CRM platform. For years, he recorded customer details by hand, either on paper or in books, until he decided to computerize his business to optimize his customer experience. As a result, he can work more efficiently and integrate his other applications so his business “appears bigger than it is.” 

Streamline the Customer Journey 

Building a better on-ramp for interested prospects to become lifelong customers is the first job of any business seeking growth. Ironing out any obstacles along that entire customer journey provides a more impactful customer experience and speeds up time to revenue. From the first contact point, every prospect needs to be tracked.   CRM users can monitor these engagements across various channels, including every human interaction. This provides a holistic view of the buyer journey, enabling businesses to maximize every touch point, optimize internal workflows to use resources best, and nurture more prospects. 

Selecting the right CRM platform for your business is critical to maximizing the potential this technology can bring. For example, startups might prioritize an affordable platform that can grow with them, while larger organizations might prize broad functionality or deep integrations with other systems. Each business should seek solutions that match their needs but without a bevy of irrelevant features.

The most impactful CRM solutions are customized to save time, boost productivity, and reduce costs. CRM solutions can bring affordability, scalability, and flexibility to any business with customers and can be leveraged to smooth the customer journey for more prospects to become customers. Set your business apart from competitors using canned responses and cookie-cutter templates by using personalized automation to influence more prospects and win more business. 

The post Three Ways Businesses Can Smooth the Customer Journey with CRM appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

As part of Solutions Review’s Premium Content Series—a collection of contributed articles written by industry experts in enterprise software categories—Angie Tay, Executive Vice President and Group Chief Operating Officer at TDCX, outlines three ways companies can win over the hybrid customer.

Consumers are embracing a digital future, increasingly using online and offline channels to make purchases. There are numerous studies and statistics that prove this point, from Google stating that 85 percent of shoppers will start a purchase on one device and finish on another to eMarketer finding that the number of US mobile buyers is expected to reach 187.5 million in 2023, up from 170.3 million in 2019. Bundled with the growth of such trends are customer expectations for a seamless and personalized experience across all touchpoints. Hence, the hybrid customer presents many challenges but also opportunities for businesses. 

How, then, can businesses live up to and, better yet, exceed such expectations and provide a smooth and effortless purchasing experience across all touchpoints in the buying process? Given the resources it takes to target and engage with a consumer, it would be a massive letdown if these efforts were met with cart abandonment at the end of the purchase journey.  

Leverage Technology to Provide an Omnichannel Experience  

Businesses must prioritize omnichannel integration to provide a seamless experience across all touchpoints. Without well-integrated systems and platforms, the company would not have a unified view of the customer, which in turn hampers its ability to provide continuity in the customer experience.  

With the bird’s eye view of the customer, companies can also provide personalized recommendations and promotions across all channels. To achieve this, businesses should invest in technology that supports omnichannel integration, such as Customer Relationship Management (CRM) systems and marketing automation platforms. They can also consider tapping the expertise of an experienced CX services provider with expertise in areas such as CRM, marketing automation, and data management to achieve this integration.  

Data-Driven Personalized Experiences  

Whether in-person or online, customers still and will always value personalized experiences over cookie-cutter ones. Customers are often likely to pay more when they receive a tailored experience. According to Salesforce.com, 88 percent of customers say a company’s experience is as important as its products or services.  

Businesses must therefore leverage customer data to understand their needs and preferences and develop tailored recommendations and promotions that drive customer interest and engagement. This requires collecting and analyzing data across all touchpoints to gain a complete view of the customer. This is something that leading companies, especially new economy firms, have embraced to drive deeper engagement with their customers.  

Continuous Improvement 

Creating great CX involves thinking two steps ahead of the customer. A customer-centric organization puts consumer needs and preferences at the center of its operations and constantly explores ways to better the experience. In doing so, businesses can quickly resolve issues as they arise and make incremental refinements to the customer journey, all of which go a long way in driving customer satisfaction. While ideal in theory, there are often operational challenges to this. With many competing priorities, many businesses do not have the bandwidth to adopt such best practices.  

It may not be an easy journey to win over the hybrid consumer, but it isn’t impossible. It requires businesses to adopt an omnichannel approach that integrates online and offline channels, leverages customer data for personalization and continually explores ways to enhance the customer experience.  

Businesses should also remember that they don’t have to do this alone. If they want to go far, go together. Outsourcing CX services providers can provide businesses with the expertise, scalability, technology, and customer service excellence needed to win over the hybrid consumer. By partnering with an experienced CX services provider, businesses can overcome the challenges of serving hybrid consumers and deliver a seamless and personalized omnichannel experience that drives revenue and loyalty.

The post 3 Ways to Win Over the Hybrid Customer appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

The editors at Solutions Review have curated this list of the most noteworthy MarTech news from the week of June 30th. This round-up covers announcements and updates from companies like Braze, Salesforce, Wix, and Klaviyo.

Keeping tabs on the most relevant CRM and MarTech news can be time-consuming. As a result, our editorial team aims to summarize the week’s top headlines in the marketing technology landscape. The Solutions Review editors will compile a weekly round-up of vendor product news, mergers and acquisitions, venture capital funding, talent acquisition, and other noteworthy MarTech news. With that in mind, here is some of the top MarTech news from June 30th.

Top MarTech News From the Week of June 30th, 2023

Braze Expands its Artificial Intelligence Capabilities

Braze, a customer engagement platform provider, has announced new updates to its existing artificial intelligence capabilities, now collectively titled Sage AI by Braze. The updated capabilities suite includes an AI-powered recommendation engine for increasing personalization, cross-channel data flows, generative AI features, flexible experimentation tools to optimize customer journeys, and real-time ingestion and execution of customer behavior, preference, and attribute data, enabling the AI to make faster decisions.

Read on for more.

Klaviyo Announces Details on Klaviyo Reviews

Klaviyo—a marketing automation and customer data platform—has launched Klaviyo reviews. This new offering allows Shopify merchants to collect product reviews and the associated customer data and messaging in a single platform. Announced at K:LDN, Klaviyo’s second annual e-commerce summit, Klaviyo reviews can help businesses consolidate their tech stack, personalize data, send messages at the right time, automate review requests, and create unified post-purchase journeys for customers.

Read on for more.

Salesforce Expands its Sales and Service Cloud Platforms with New Generative AI Capabilities

Salesforce has introduced new generative AI capabilities to its Sales Cloud and Service Cloud platforms to help sellers and service teams improve how they work and interact with customers. The new Sales Cloud tools, Sales GPT, embed generative AI technology into the flow of work to help auto-generate customer emails, call summaries, account research, and more. With Service GPT, Service Cloud users can auto-generate service replies, automatically summarize customer interactions into knowledge articles, and equip service agents with the insights they need before arriving at a service location.

Read on for more.

Salesforce Releases a New Solution for Financial Institutions

Salesforce also launched a new solution to help financial institutions use AI, real-time data, and CRM to create automated customer experiences powered by first-party data and generative AI. The new Personalized Financial Engagement solution includes the following tools: Data Cloud for Financial Services, Marketing GPT for Financial Services, MuleSoft Direct for Financial Services Cloud, Marketing Cloud Engagement for Financial Services, and Financial Plans and Goals.

Read on for more.

Salesforce and Deloitte Digital Announce a New Collaboration

Salesforce and Deloitte Digital have announced a new collaboration to equip global businesses with the strategies and accelerators they need to deploy AI for CRM. As part of the partnership, Deloitte Digital will offer its AI services, industry experience, and knowledge of data protection regulations to help businesses implement and scale Salesforce’s AI Cloud suite. The companies will help clients use AI in their CRM solutions to develop personalized customer experiences, protect their data, and maximize productivity.

Read on for more.

Wix Launches Its New SEO Assistant Tool

Wix, a website builder tool, has launched its new SEO Assistant tool. The tool, which includes an extended integration Semrush, provides users with a summary of how each page on their site is doing and gives them detailed, actionable tasks they can fulfill to optimize their pages and content for search engines and visitors. Wix’s SEO Assistant tool is available now to all users for blog pages and will expand to other verticals and pages in the future.

Read on for more.

Expert Insights Section

Watch this space each week as the Solutions Review editors will use it to share new articles from the Expert Insights Series, Contributed Shorts videos, Expert Roundtable videos, event replays, and other curated content to help you gain a forward-thinking analysis and remain on-trend with changing industry expectations. All to meet the demand for what its editors do best: bring industry experts together to publish the web’s leading insights for enterprise technology practitioners.

How Generative AI Can Help SMBs Improve Customer Experiences, by Ramprakash Ramamoorthy of Zoho

As part of Solutions Review’s Premium Content Series, Ramprakash “Ram” Ramamoorthy, the Director of AI Research at Zoho Corporation, explains how generative AI technology can help small-to-medium-sized businesses (SMBs) improve the customer experience, streamline customer service processes, and personalize interactions.

Read on for more.

Are Composable Platforms the Future of Martech?, by Dave O’Flanagan of Sitecore

As part of Solutions Review’s Premium Content Series, Dave O’Flanagan, the Chief Product Officer at Sitecore, talks about the potential composable platforms can bring to the future of marketing technology. In the article, O’Flanagan discusses how composable platforms can help businesses become more agile, personalize customer interactions at scale, and more.

Read on for more.

For consideration in future news round-ups, send your announcements to wjepma@solutionsreview.com.

The post Top MarTech News From the Week of June 30th: Updates from Braze, Salesforce, Wix, and More appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

As part of Solutions Review’s Premium Content Series—a collection of contributed articles written by industry experts in enterprise software categories—Ramprakash “Ram” Ramamoorthy, the Director of AI Research at Zoho Corporation, explains how generative AI technology can help small-to-medium-sized businesses (SMBs) improve the customer experience.

Prioritizing customer experience is a critical component in building a successful company. According to a study by Emplifi, 86 percent of customers would stop using a brand they were once loyal to after just two bad customer service experiences. This fact and the number of companies building software solutions for customer service operations bring competition to staggering levels. So, in a time when companies are so easily replaceable, businesses need to maintain healthy customer relationships to keep churn to a minimum. This is especially true for SMBs, where every customer counts.

This pursuit starts by improving customer experience, and a smart way to approach this is, well, the smart way: Generative artificial intelligence (AI). This is a category of artificial intelligence technology that can “generate” data, including text, images, and other forms of synthetic data.

While AI for SMB software tools had a slow start, there are now a variety of solutions that integrate with generative AI. In general, adding the “AI tag” gives businesses a competitive advantage by helping them save time, and money, improve efficiency in operations, and make their brand stand out better. In terms of customer experience, here are some benefits that a business could consider before incorporating generative AI into its strategies.

Simplified Customer Service

Small businesses may have limited staff to handle customer service tasks, so they may have little time to answer customer queries and provide efficient, high-quality solutions. In these cases, incorporating AI, specifically bots, into customer service solutions can help manage simple, easy-to-resolve questions around the clock. Bots can respond to queries conversationally, giving customers a personalized experience. This means human interactions can be saved for more specific and complex situations that require a customer service agent.  

Faster and Smarter Resolutions

The faster customers receive a solution, the more likely they will continue their service. Here, AI can help in two ways. One, it can convert lengthy customer queries into brief, condensed summaries. This way, customer service agents won’t have to spend too much time understanding the issue and can instead work on solving it immediately. And two, if the business already has a resource center that includes text on resolving specific problems, AI can compile this text into a suitable response to answer a relevant query. A human agent wouldn’t have to spend time on such requests and can focus on a different task instead.

Personalized Responses

Human emotions play a significant role in preserving customer relationships. Sometimes an empathetic tone is all it takes to retain an angry customer. Or letting a frequent customer know you remember them could make their day. This emotional factor is probably why many businesses have previously been wary of using AI. But there’s a way around this. AI tools can now detect a customer’s tone in a ticket to help agents respond to them with appropriate emotions. It can also access existing information and previous conversations with customers, abiding by all privacy norms to create personalized responses and strengthen relationships.

Final Thoughts

Some small businesses may use software services to manage their customer experience operations. But once they decide to take the AI route, using such a service becomes mandatory. They must determine two things as early as possible:

• Deciding on what customer experience operations they’ll be incorporating AI into currently and in the future; building an AI strategy roadmap.
• Identifying a service provider that can scale and bring all customer experience tools together under a single platform.

As companies expand their business, they may outgrow the customer experience tools and methods currently being used. Switching to entirely new tools can be a tedious and challenging task. Also, using various devices from different providers can become tricky to keep track of. To avoid this, it’s vital that the tools and AI strategy scale along with the business synchronously.

The post How Generative AI Can Help SMBs Improve Customer Experiences appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

The editors at Solutions Review have compiled a list of common CRM myths and misconceptions and provided explanations to debunk them.

A company’s interactions with its customers are a driving force behind its ever-evolving marketing and sales strategies. Many companies have turned to Customer Relationship Management (CRM) solutions to help them turn those interactions into ongoing relationships. However, as valuable as these solutions can be to marketing teams, there are myths and misconceptions about the technology that can lead to misunderstandings and missed opportunities.

With that in mind, the Solutions Review editors compiled some of the most common CRM myths we’ve encountered and provided some explanations to “debunk” them.

Common CRM Myths (And Why They’re Not True)

Myth 1: CRM Solutions are Only for Large Enterprises

One prevailing myth is that CRMs are only worth the investment for large corporations with vast customer bases and extensive resources. In reality, however, a CRM can be a remarkably scalable and adaptable solution for businesses of all sizes. There are even CRMs custom-built for smaller businesses and start-ups. Regardless of company size, a CRM platform can help brands improve lead generation, boost conversions, maximize customer retention rates, and streamline coordination between sales, marketing, and service teams.

Myth 2: A CRM is Just a Fancy Contact List

Another misconception is that CRM is merely a digital address book or contact management tool. While CRM does centralize customer contact information, its usefulness doesn’t stop there. CRM systems provide businesses with a comprehensive (and often customizable) view of customer interactions, purchase histories, preferences, and more, all in one location. This holistic perspective helps businesses curate personalized interactions, develop targeted marketing campaigns for various demographics, identify upselling and cross-selling opportunities, and enhance customer satisfaction.

Myth 3: CRM Implementation is Time-Consuming and Complex

Some businesses hesitate to adopt CRM due to the belief that its implementation process is arduous and time-consuming. Implementing new software into your company’s business is rarely as simple as flipping a switch. However, modern CRM solutions have evolved to be, more often than not, user-friendly and easy to deploy. Additionally, many CRM providers offer implementation, onboarding, and support services to help streamline the process even further.

Myth 4: CRM is Primarily a Sales (or Marketing) Tool

Depending on who you ask, you might hear that CRM is primarily used for only marketing or only sales. In either case, the answer isn’t either/or, but yes/and. While it’s true that CRM is often associated with sales—as it provides sales teams with easy access to the leads they’re working with—it’s just as crucial to marketing teams as it equips them with the data needed to create targeted campaigns that attract, convert, and retain the right people.

A CRM can be used across the customer lifecycle, from lead generation to post-sale support. It assists marketing and sales teams in segmenting customer data, targeting specific demographics, and measuring campaign effectiveness. It can even cater to customer service departments by providing them with a comprehensive, centralized platform they can use to track issues across channels, resolve customer inquiries, and maintain customer loyalty.

Myth 5: CRM is Expensive and Not Worth the Investment

The perception that CRM is costly and only suitable for organizations with substantial budgets is one of the most prevalent myths. While CRM implementation does involve upfront costs, as any technology solution does, the return on investment (ROI) can be significant. By streamlining sales processes, enhancing customer service, and increasing customer retention, a CRM can help employees across departments improve efficiency and provide better services, experiences, and deals to active and prospective customers. And with the advent of cloud-based CRM solutions, businesses can now access powerful tools at affordable subscription prices, eliminating the need for substantial upfront investments.

Final Thoughts

The post Debunking 5 of the Most Common CRM Myths appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

The editors at Solutions Review have curated this list of the most noteworthy MarTech news from the week of June 23rd. This round-up covers announcements and updates from companies like Freshworks, Iterable, Zendesk, and more.

Keeping tabs on the most relevant CRM and MarTech news can be time-consuming. As a result, our editorial team aims to summarize the week’s top headlines in the marketing technology landscape. The Solutions Review editors will compile a weekly round-up of vendor product news, mergers and acquisitions, venture capital funding, talent acquisition, and other noteworthy MarTech news. With that in mind, here is some of the top MarTech news from June 23rd.

Top MarTech News From the Week of June 23rd, 2023

Alorica Announces Details on Alorica IQ

Alorica, a global provider of customer experience (CX) solutions, has announced Alorica IQ, a new digital foundry that integrates technology into all its customer interactions and services. Alorica IQ unifies Alorica’s digital solutions, analytics, and consulting services into a new end-to-end offering. It’s designed to help companies transform their brand experience by diving deeper into data around customer preferences, call drivers, and friction points across channels and processes.

Read on for more.

CallMiner Releases a New Real-Time Agent Guidance Product

CallMiner, a conversation intelligence solution provider, has announced RealTime, a new real-time agent guidance product. The new feature combines real-time and post-interaction analytics capabilities to provide organizations with AI-powered tools to improve customer experiences, support agent onboarding, reinforce behaviors with personalized alerts, resolve issues faster, and more. Some of the features and enhancements available with RealTime include Live Insights, Live Listen, and Agent Call for Help, which can empower agents with “next-best-action” guidance, call flow, script adherence support, and up-sell/cross-sell opportunity identification.

Read on for more.

Freshworks Expands its Products with New Generative AI Enhancements

Freshworks has launched several new generative AI enhancements for its product lines to help service, marketing, sales, and IT teams become more efficient with the emerging technology. The new features—Freddy Self-Service, Freddy Copilot, and Freddy Insights—can eliminate busy work by offloading it to bots, offer contextual assistance to users, automate the analysis of daily productivity, generate recommendations that drive business impact, and extract actionable insights from employee work. These three predictive and assistive generative AI capabilities are now available for beta testing.

Read on for more.

Genesys Debuts New Task Management Solutions Tools for the Contact Center

Genesys, a global cloud provider of AI-powered experience orchestration solutions, has announced a new task management solution to help companies automate workflows between contact center employees and other departments. With the new Work Automation and Task Routing tools—available now for the Genesys Cloud CX platform—businesses can create seamless end-to-end customer experiences, bridge the gap between the front and back office, solve customer-related tasks in less time, help employees stay more connected, and streamline post-interaction follow-ups.

Read on for more.

Iterable Details its 2023 Summer Product Release

Iterable, an AI-powered customer communication platform, has unveiled details on its 2023 Summer Product Release. The new release, announced at the company Activate Tour event in London, introduces several new features, including AI-Powered Frequency Management, Global SMS, Flexible Default Locales, and the launch of a new EU Data Center to help EU-based and multi-national brands improve customer trust. These new functionalities will empower users to expand their global reach with SMS marketing, optimize customer engagement, improve the ROI of every message sent, ensure consistent delivery of localized content, and maximize their global return on investment (ROI).

Read on for more.

Salesloft Launches a New Tool Powered by Conductor AI

Salesloft, an AI-powered revenue workflow platform provider, has announced the launch of Rhythm, a new solution powered by Conductor AI, a proprietary, patent-pending AI engine. Rhythm is designed to translate buyer behavior into immediate, impactful seller actions in a prioritized workflow customized to each unique seller. The new tool can seamlessly integrate with other CRMs, sales, and marketing technologies so sellers can save time by staying in one place instead of swiveling from app to app.

Read on for more.

Speedeon Adds Life Event Data to its Customer Intelligence Platform

Speedeon Data—a direct marketing and consumer intelligence solution provider—has added its in-depth life event data to the AudienceMaker platform. By combining the capabilities of a first-party CRM with Speedeon’s third-party consumer marketing data, AudienceMaker can help advertisers maximize the effectiveness of their customer retention and prospect acquisition strategies in a few simple clicks. Lindsey Kaiser, the Chief Product Officer at Speedeon, says, “By putting our life event data into AudienceMaker and keeping it updated around the clock, we’re essentially giving marketers instant access to a pipeline of valuable prospects and current customers who may need their product or service more than ever.”

Read on for more.

Sprinklr Announces the New Features Coming in its Spring Platform Release

Sprinklr, a customer experience management platform for modern enterprises, has launched its spring platform release, which expands its solution suite with over one-hundred new capabilities. The latest release, announced during Customer Contact Week (CCW) in Las Vegas, includes new AI and generative AI-powered capabilities to streamline the process of building, training, implementing, recalibrating, and updating conversational bots with AI models. Other new features can help companies build their Knowledge Base quickly, automatically generate chat responses in multiple languages, and additional CCaaS features to maximize agent productivity.

Read on for more.

Totango Extends its Platform with New In-App Communications Tools

Totango, a composable customer success platform, has announced Totango In-App, a new in-product experience builder. The new solution—advanced by Totango’s acquisition and integration of Lou—will help businesses scale their self-serve user onboarding services, drive product adoptions with in-app announcements, use surveys to capture customer feedback, and more without writing a single line of code. General availability for the new toolset is expected to launch in Fall 2023, but customers can join the closed beta waitlist today.

Read on for more.

Typeface and Salesforce Partner on Generative AI Capabilities

Typeface, a generative AI platform for enterprise content creation, has announced that it has partnered with Salesforce to integrate its brand-personalize generative AI functionalities with Salesforce Marketing GPT. Through the two companies’ partnership, Salesforce and Typeface customers can deliver custom, contextual content across customer journeys, achieve scalable content personalization, boost customer engagement, and increase conversion rates, all powered by generative AI.

Read on for more.

Zendesk Completes its Acquisition of Tymeshift

Zendesk has acquired Tymeshift, an AI-powered modern workforce management (WFM) solution designed to help customers streamline complex customer experience (CX) workload management. Zendesk will combine Tymeshift’s predictive capabilities with its pre-existing AI capabilities to power the “next generation” of AI-assisted CX agent productivity. This will help organizations improve efficiency by automatically managing agent scheduling and making it easier to react to spikes in customer inquiries.

Read on for more.

Expert Insights Section

Watch this space each week as the Solutions Review editors will use it to share new articles from the Expert Insights Series, Contributed Shorts videos, Expert Roundtable videos, event replays, and other curated content to help you gain a forward-thinking analysis and remain on-trend with changing industry expectations. All to meet the demand for what its editors do best: bring industry experts together to publish the web’s leading insights for enterprise technology practitioners.

Your Company’s Outdated Chatbots are Probably Doing More Harm Than Good, by David Greenberg of Conversica

As part of Solutions Review’s Premium Content Series, David Greenberg, the CMO at Conversica, outlines how outdated chatbots can do more harm than good for your business. In the article, Greenberg spotlights how old-school chatbots are often powered by out-of-date technology, the limits that impose around scalability, and why that can negatively affect revenue.

Read on for more.

The Unseen Power of Events: Revolutionizing the Way Marketers Approach Customer’s Journey, by Rodney Hart of RainFocus

As part of Solutions Review’s Premium Content Series, Rodney Hart, the VP of Events at RainFocus, compiled some insights in Q&A form to help marketers see events as a way to change how they approach and manage the customer journey. The discussion touches on subjects like in-person events, how events have changed post-COVID, how event marketers can personalize their events, and what event models work best to develop a strategic marketing strategy.

Read on for more.

For consideration in future news round-ups, send your announcements to wjepma@solutionsreview.com.

The post Top MarTech News From the Week of June 23rd: Updates from Freshworks, Iterable, Zendesk, and More appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

The editors at Solutions Review have compiled a list collecting some of the best financial CRM software solutions for companies in the financial services industry to consider. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.

With the right financial CRM software, businesses can improve how they manage customers, access client information, identify needs, develop brand loyalty, develop memorable customer experiences, generate targeted marketing campaigns, and maximize customer satisfaction. However, selecting a CRM software solution can be complicated and time-consuming, especially since financial businesses are continuously adapting to changing market trends, regulations, and customer expectations.

To help, the Solutions Review editors have compiled the following list of top-rated CRM solutions for financial services companies to consider. Our editors selected these based on each provider’s Authority Score, a meta-analysis of user sentiment through the web’s most trusted business software review sites, and our proprietary five-point inclusion criteria.

The Best Financial CRM Solutions

Zendesk

Description: Zendesk provides customers with a CRM focused on customer service and sales needs. With Zendesk Sell, a sales CRM platform, users can access sales automation software, pipeline visualization and management tools, mobile access, lead management, reporting capabilities, and more. For example, financial services companies can use Zendesk to give team members easy access to critical customer data, connect valuable data sets across their business, and use the collected information to make personalized customer offers.

Salesforce

Description: Salesforce offers one of the most expansive and complete CRM products. The platform includes the company’s sales and marketing applications, most notably the Sales and Marketing Clouds, Service Cloud, Analytics Cloud, App Cloud, and IoT service. Additionally, the Salesforce for Financial Services suite provides banking, insurance, and wealth management businesses with the functionalities they need to place customers at the center of their brand, grow customer trust, increase employee productivity, and accelerate digital process innovations across the front, middle, and back offices. 

Wealthbox

Description: Wealthbox is a web-based, easy-to-use CRM platform for modern financial advisors, enterprise firms, brokers, and dealers. The full-featured platform provides users with contact management, customizable workflows, two-way email syncing, reporting, pipeline management, social media monitoring, click-to-call functionality, custom data fields, email templates, task management, a companion mobile app, integrations with various technology platforms, and other capabilities to help financial advisors connect with clients, prospects, and coworkers.

Zoho CRM

Description: Zoho is a multinational company specializing in software development, cloud computing, and web-based business tools. It offers products and applications across major business categories, including marketing, sales, customer service, email, human resources, financial, management, business intelligence, and other back-office operations. Zoho CRM even offers a fully compliant platform for financial services companies, providing users with built-in AI functionalities, automations, client journey management tools, integrations with leading technology solutions, 360-degree client information management, and more.

HubSpot

Description: HubSpot is one of the most well-known and popular CRM software platforms, as most of the companies in the marketing world have partnerships or integrations with the company’s CRM solution suite. Alongside that CRM suite, HubSpot offers a marketing, sales, customer service, operations, and content management system (CMS) solution. The company can help various financial businesses improve their operations, nurture client relationships, maintain a single source of truth for client information, automate processes, deliver targeted content to audiences, and more.

Keap

Description: Keap is a CRM and marketing automation solutions provider for growth-oriented companies. While the company focuses on small and medium-sized businesses, it does offer a solution for established, larger firms. Included in its solution suite is a CRM tailored to the needs of financial advisors, which comes equipped with various sales and marketing automation functionalities to help users nurture client relationships. Specific features include contact segmentation, sales pipeline management, client onboarding tools, lead nurturing, automatic follow-ups, a business phone line, and more.

Act!

Description: The Act! platform provides CRM and marketing automation capabilities that include pipeline visuals and management, customer database management, pipeline management, business insights, and reports. For financial services companies, Act! offers an industry-specific CRM solution to help users identify high-value clients, improve customer relationships, maximize conversions, decrease sales cycle length, streamline customer service, automate processes, and track valuable data sets. The platform integrates with other relevant solutions, including Outlook, QuickBooks, Xero, and more.

Freshsales

Description: Freshworks provides business software solutions designed to be ready to go right “out of the box.” The company’s CRM platform, Freshsales, comes equipped with the tools businesses need to identify loyal customers, improve engagement, personalize the shopping experience, and unify customer data. With Freshsales’ financial CRM, companies can get a 360-degree view of customer information, connect with customers on their preferred platforms, improve sales productivity with automation, measure performance with visual reports, develop customizable sales processes, and modify the platform to meet their needs.

Total Expert

Description: TotalExpert is a CRM and customer engagement platform “purpose-built” for financial enterprises like banks, lenders, credit unions, and insurance companies. It’s designed to unify data, marketing, sales, and compliance solutions to provide businesses with the tools they need to create optimized customer journeys. Its CRM platform includes capabilities for workflow management, lead prioritization, performance tracking, co-marketing, comprehensive customer data management, marketing automation, and centralized brand and regulatory management.

SugarCRM

Description: SugarCRM is designed to provide users with a simple UI and many customization options. The platform’s key features include sales automation and forecasting, lead management, sales campaigns, 24/7 technical support services, and marketing automation. SugarCRM also offers a financial services CRM to help businesses unify customer views, create personalized marketing campaigns, automate processes, and more. Specific features include customer onboarding automation, prospecting, AI-powered predictions, and third-party integrations with ERPs, business intelligence apps, email clients, and other solutions.

Redtail Technology

Description: Redtail Technology is a web-based client relationship management solution for financial advisors. Its CRM solution is designed to help financial businesses improve internal collaboration, strengthen client relationships, increase profitability, decrease client attrition, and integrate with other technology tools in the financial services industry. Other features include workflow management, reporting, sales pipeline tracking, and a free mobile application. Redtail also offers a collection of support services for its customers, including free webinars,  documentation videos, and phone and email support.

Insightly

Description: Insightly is a unified CRM platform designed to align sales, marketing, and project teams around a single view of their customer base. With its financial services CRM, businesses across the banking, investing, and insurance markets can deliver unified customer experiences, generate higher revenue, improve client retention, and more. Features include real-time data dashboards, lead management, automated workflows, data tracking, pipeline management, and integrations with accounting, HR, communication, ERP, calendar, and other leading technology solutions.

Oracle

Description: The Oracle Advertising and Customer Experience (CX) application suite goes beyond traditional CRM capabilities and helps users connect their business data across marketing, advertising, sales, commerce, and service departments. Features include marketing automation, campaign management, behavioral intelligence, customer engagement, customer data management, sales automation, digital customer service tools, and AI functionalities. Its suite includes a financial services solution capable of helping businesses create personalized experiences, use customer data to develop targeted offers, offer intelligent customer service, and more.

Really Simple Systems

Description: Really Simple Systems is a CRM system curated to the needs of small businesses operating in the B2B market. Its sales-centric CRM can track every prospect’s interaction with a brand and use that data to identify valuable opportunities throughout the sales pipelines. Really Simple Systems also offers a specialized solution for financial advisors, tax advisers, wealth managers, investment bankers, insurance brokers, and investors. Functionalities include client management records, integrated marketing automation, custom fields, data management, and a collection of security and compliance features.

The post The Best Financial CRM Software Solutions appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

The editors at Solutions Review have curated this list of the most noteworthy MarTech news from the week of June 16th. This round-up covers announcements and updates from companies like Seismic, Optimizely, Intuit Mailchimp, and more.

Keeping tabs on the most relevant CRM and MarTech news can be time-consuming. As a result, our editorial team aims to summarize the week’s top headlines in the marketing technology landscape. The Solutions Review editors will compile a weekly round-up of vendor product news, mergers and acquisitions, venture capital funding, talent acquisition, and other noteworthy MarTech news. With that in mind, here is some of the top MarTech news from June 16th.

Top MarTech News From the Week of June 16th, 2023

Acquia Announces New Enhancements for its DXP

Acquia, a digital experience platform provider, has announced enhancements for Acquia DXP. The updated capabilities will help Acquia users create deeper omnichannel customer journeys, develop more personalized experiences, maintain 360-degree customer profiles that leverage all known customer activity, and develop responses to customer actions that take every previous interaction into account. The news was announced at Acquia Engage Paris, the company’s customer and partner event.

Read on for more.

Act! Introduces New Features to Act! Premium Desktop

Act!, a marketing solution provider for small to medium-sized businesses (SMBs), has launched the latest version of Act! Premium Desktop. The new version introduces new features for the Act! Insight Dashboard Builder, the integration of SMS4Act! SMS Text Messaging, enhanced marketing automation features, and enhancements to the Act! Companion mobile app. These new features will help users extract deeper insights from their customer data, improve customer communications, and increase the performance of their marketing automation efforts.

Read on for more.

Bloomreach and Contentsquare Detail Their New Partnership

Bloomreach, a commerce experience cloud solution provider, has partnered with Contentsquare, a global digital experience analytics provider. The companies will create a two-way integration that empowers marketers to develop campaigns driven by a 360-degree view of customer data. The integration will combine Contentsquare’s digital customer experience insights with the unified customer profiles available in the Bloomreach Engagement solution. It will also allow users to add their customer segment and campaign performance data from Bloomreach Engagement into Contentsquare.

Read on for more.

DemandSkill Debuts its Sales and Marketing Pipeline Acceleration Platform

DemandSkill—a new sales and marketing pipeline acceleration platform powered by AI technology—has emerged from stealth and made its official debut. The DemandSkill platform was built by the company’s in-house research team and leverages semantic analysis, natural language processing (NLP), and intent algorithms to assess large data sets, identify high-value prospects, and close more sales faster. It also uses data from email marketing, digital marketing, telemarketing, and traditional marketing efforts at trade shows, public relations, and webinars.

Read on for more.

Intuit Mailchimp Releases a Suite of New and Updated Features

Intuit Mailchimp, a global email marketing solutions provider, has released over 150 new and updated features to help users accelerate e-commerce growth, get more hands-on support, and spend less time creating emails and reports. Some of the new features that have been launched or will release soon include advanced segmentation, expanded e-commerce automations, custom reporting, SMS marketing, enhanced support options, deeper email analytics, customer journey capabilities for Shopify merchants, an email content generator, and updates to Mailchimp’s Standard plan.

Read on for more.

Keap Partners with EasyWebinar to Help Small Businesses Improve Their Virtual Events

Keap, a small business marketing software provider, has partnered with EasyWebinar, a live stream platform and marketing automation tool. The partnership involves an integration between Keap and EasyWebinar that will provide users with the tools they need to make compelling webinar experiences, behaviorally segment audiences, and pair their virtual events with sales and marketing automation functionalities. There will also be a paid integration with Keap that enables clients to use additional automations to grow their sales.

Read on for more.

ON24 Launches an AI-Powered Optimization Suite

ON24, a digital engagement platform provider, has launched a new AI-powered Optimization Suite to help organizations personalize, orchestrate, and automate their digital experiences and content. The new suite is backed by the ON24 AI Engine and harnesses generative AI technologies to help users improve campaign performance, maximize ROI, drive audience engagement, generate in-depth data-driven insights, and deliver meaningful pipeline and revenue growth.

Read on for more.

Optimizely Expands its CMS with a New Service Offering

Optimizely, a digital experience platform (DXP) provider, has released Content Graph, a new service that allows developers to search and deliver content from anywhere. Content Graph enhances the Optimizely Content Management System (CMS) with functionalities that make it possible to repurpose content, curate highly customized search experiences, and develop compelling content blocks that support more dynamic content experiences. The service is powered by GraphQL, a query language for APIs.

Read on for more.

Qualtrics Partners with Bain & Company for a New Solution

Qualtrics, an experience management solution provider, has partnered with Bain & Company to announce the NPS Outer Loop powered by Qualtrics. The new service offering was designed by Bain in the Qualtrics XM Platform and will allow companies to access Bain’s methodologies for customer experience improvement and execute them from Qualtrics’ technology platform. The solution is available for early-access customers and supplies them with actionable practices and methodologies for improving customer relationships, fostering individual learning, supporting company-wide growth, and expanding the value of a company’s customer base.

Read on for more.

Salesforce Reveals AI Cloud, a New Solution Offering to Help Teams Utilize Generative AI

Salesforce has announced AI Cloud, a new solution that helps Salesforce customers use generative AI to supercharge customer experiences and company productivity. AI Cloud provides businesses with capabilities optimized for delivering trusted, open, and real-time generative experiences across workflows and applications. Powered by Einstein, AI Cloud helps sales reps, service teams, developers, and marketers auto-generate personalized emails, agent chat replies, case summaries, code, recommendations, personalized marketing content, and more.

Read on for more.

Scibids and Tinuiti Collaborate on an AI Insights Solution

Scibids, an AI solution provider for digital marketers, and Tinuiti, an independent performance marketing agency, have launched the Scibids AI Insights Solution. The new solution will provide Tinuiti’s clientele with deeper transparency and control over the ad decisoning processes in Scibids’ AI-powered customizable algorithms, equip media buyers with the data they need to understand the AI’s decisions, and, ultimately, make smarter decisions about their campaigns.

Read on for more.

Seismic Expands its Platform with New AI-Powered Capabilities

Seismic, a global enablement solution provider, has announced its Spring 2023 Release, which builds on Seismic’s AI-guided selling tools with new capabilities powered by Aura, Seismic’s AI engine. The new capabilities include AI-powered features for Microsoft Viva Sales, the availability of Seismic’s content library in Google Slides, embedded contextual insights, enablement impact analytics, dynamic watermarking, and an intelligent search experience that allows users to access content based on user behavior, search history, and an AI-assisted understanding of audience intent.

Read on for more.

Expert Insights Section

Watch this space each week as the Solutions Review editors will use it to share new articles from the Expert Insights Series, Contributed Shorts videos, Expert Roundtable videos, event replays, and other curated content to help you gain a forward-thinking analysis and remain on-trend with changing industry expectations. All to meet the demand for what its editors do best: bring industry experts together to publish the web’s leading insights for enterprise technology practitioners.

The Best Zoho CRM Training Courses Available Online

As one of the leading names in the industry, Zoho’s CRM platform provides companies worldwide with a fully customizable solution outfitted with a suite of omnichannel, analytics, automation, process management, sales enablement, collaboration, performance management, and other capabilities. To help you and your team get the most value from the Zoho CRM platform, our editors have compiled some of the best Zoho CRM training courses.

Read on for more.

Are Your Data Solutions Excluding Key Customers?, by Olivia Hinkle of Validity

As part of Solutions Review’s Premium Content Series, Olivia Hinkle, the Senior Product Marketing Manager at Validity, outlines how companies can ensure their data solutions don’t exclude essential customer data. In the article, Hinkle talks about the value of data quality, customer demographic segmentation, product adoption, and service adoption.

Read on for more.

How Intent Data-Driven B2B Marketing Retention Enhances Revenue, by Bonnie Crater of Full Circle Insights

As part of Solutions Review’s Premium Content Series, Bonnie Crater, the CEO of Full Circle Insights, explains why data-driven B2B marketing retention can enhance company revenue. Crater’s article delves into the importance of retention in B2B marketing, how marketers can use intent data to facilitate collaboration, and implement a strategy that maintains a steady revenue stream.

Read on for more.

For consideration in future news round-ups, send your announcements to wjepma@solutionsreview.com.

The post Top MarTech News From the Week of June 16th: Updates from Seismic, Optimizely, Intuit Mailchimp, and More appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

As part of Solutions Review’s Premium Content Series—a collection of contributed articles written by industry experts in enterprise software categories—Olivia Hinkle, the Senior Product Marketing Manager at Validity, outlines how companies can ensure their data solutions don’t exclude essential customer data.

Customer data is one of the most valuable assets your company possesses. This information helps make vital business decisions, create compelling marketing campaigns, and continuously inform improvements to your product suite. While data solutions will vary based on the size and complexity of your business, best practices surrounding data management should stay the same.

Consistency, accuracy, and quality should always be top of mind. Organizations need dedicated individuals and technologies to curate and manage their proprietary data, or they’ll risk legal non-compliance and dissatisfied customers. Excluding key customers isn’t a shortcoming of the data solution you employ but the processes and governance you have in place.

In today’s macroeconomic climate, all customers must be considered ‘key.’ But depending on how your organization defines its key customers, here are a few things to keep in mind to ensure you’re adequately building data best practices to meet everyone’s needs.  

Segment by Customer Demographics   

Data needs and expectations vary widely based on company size, budget, industry, location, and other factors. Understanding the unique needs of each customer type will catalyze your efforts to build and implement best data practices within your organization.  

Larger companies typically have more complex data needs and higher expectations for data accuracy and analysis capabilities. They’ll likely require more advanced data management and analytics tools because they have an expansive volume of data. Secondarily, they also have more to lose if they get data collection, protection, and any resulting actions wrong. 

On the other hand, smaller companies often have simpler data needs yet fewer resources to manage them appropriately. These businesses are usually more focused on cost-effectiveness and ease of use rather than sorting through and protecting thousands of customers’ worth of data.  

Customers in different regions will also have differing expectations due to local regulations and technological infrastructure. Those in countries with strict data privacy laws may be more concerned about how their data is collected, stored, and used. Even your average consumer is worried about data privacy regarding SMS marketing. For example, recent research found that 96 percent of recipients wish companies were more transparent about how their data is used.  

Segmenting your data management practices by customer demographics will help you ensure you’re meeting everyone’s individual needs. But remember that ensuring you’re treating each customer equally—regardless of variances in size, location, spending, etc.—is only possible if the personnel responsible for a customer (i.e., Customer Success Managers) have access to clean and accurate data.   

Data Quality is King  

It’s impossible to execute on the vast majority of business functions without clean, accurate data. Trustworthy CRM data, for example, is vital to the success of any business. Yet research shows 95 percent of survey respondents report having data quality issues that seriously impair their ability to leverage their CRM fully. This illuminates a concerning disconnect between the significance we place on data cleanliness and our efforts to maintain it.  

Data quality is king. Running a report on the top 50 customers by revenue or the top customers in a given region or industry requires accurate data to run said reports. Attempting to run a promotion or campaign to the top ‘n’ customers in any given sector is impossible if some accounts have missing segmentation attributes like Industry or Company Size.  

Deploying data quality tools can help pick up the slack by identifying anomalies and automating their remediation. But technology can only treat the symptoms of poor data management rather than the root cause. Some actionable steps your business should take now to improve data quality include: 

• Obtain leadership buy-in: Ensure your leadership team is fully aware of your company’s data management issues. When leadership considers data a priority, obtaining the resources you need for organizational changes and investments becomes much more accessible.  
• Establish a data management team: Many organizations lack a clear data governance plan. A cross-functional data management team featuring members from the sales, marketing, operations, and IT departments can help your company maximize the value of your data, ensure data quality, and streamline your data processes across the board.  
• Appoint a CRM data quality manager: So much data flows into CRM systems that managing this information should be a full-time responsibility.  

In tandem with data management technology and a governance plan, these initiatives will help your business overcome its toughest data quality challenges and ensure you’re consistently operating with the most accurate, up-to-date information.  

Look at Product/Service Adoption  

Another helpful tactic to ensure critical customers aren’t excluded is examining your product and/or service usage. Determining how much value a customer gets from your offerings can be incredibly beneficial as you look to upsell, make product improvements, and/or expand into new markets. Many organizations go through this process, but few surface that data to those that need it. Some metrics to consider include the following: 

• Adoption rates: Is this customer using your product/service? How many employee seats are currently active?  
• Frequency of use: How often does the customer use your product?  
• Duration of use: How long does the customer spend on the product for each session?  
• User engagement: Does the customer actively engage with the product? You can measure this by looking at page views, click-through rates, and duration of use.  
• Segmentation: Do specific customer segments prefer different products or capabilities?  
• Customer feedback: What are customers saying about your product? What is your NPS rating? What type of help desk tickets are you receiving? Are they all regarding a similar issue, or do they come from a similar customer segment?  

These analytics will help you improve your product suite, bolster customer satisfaction, and set your sales team up for success. Without data surrounding the value current customers derive from your services, salespeople will have difficulty renewing contracts and upselling. Furthermore, it will equip them with the use case data they need when selling to new prospects.  

A Two-Pronged Approach  

It is a non-starter to assume your data is correct or that employees will update the information when they find incorrect info. Data must be constantly checked, cleaned, updated, refined, and so on. Employees probably won’t do this voluntarily, so consider investing in automated data solutions. Some tools will automate data management scenarios and processes once these have been defined and built, freeing up precious time for administrators and/or data stewards to focus on other high-impact tasks.  

The capabilities of various data solutions can vary dramatically. But data management best practices should not. No matter what tool you decide to use or the specific data needs your company and its customers face, the combined power of technology and a clear data governance plan will prevent you from excluding key customers from your decision-making and broader initiatives. 

The post Are Your Data Solutions Excluding Key Customers? appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

The editors at Solutions Review have compiled a list of the best Zoho CRM training courses to help marketers improve their mastery of the platform. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.

If your company wants to make an impact with its marketing, it will need a well-rounded, scalable, and reliable CRM platform. As one of the leading names in the industry, Zoho’s end-to-end CRM platform provides companies worldwide with a fully customizable solution outfitted with a suite of omnichannel, analytics, automation, process management, sales enablement, collaboration, performance management, and other services to help businesses across industries build meaningful relationships with their customers.

To help you and your team get the most value from the Zoho CRM platform, our editors have compiled some of the best Zoho CRM training courses. These online courses can be taken by beginner and intermediate Zoho users who want to sharpen their skills or get comfortable with the platform’s functionalities. This is not an exhaustive list but a collection that spotlights some of the best-reviewed courses available from trusted platforms like Udemy and LinkedIn Learning. The courses are listed alphabetically.

The Best Zoho CRM Training Courses

Course Title: Learning Zoho CRM

OUR TAKE: Taught by David Rivers—a well-regarded author, trainer, learning, and development expert—this approachable and compact course will walk you through the fundamentals of the Zoho CRM platform and make sure you’re ready to take full advantage of its features.

Platform: LinkedIn Learning

Description: The Zoho CRM tool can help companies of all sizes manage their sales processes and direct prospects down the sales funnel. In this beginner-level course, David Rivers will walk you through the various sales management aspects of the Zoho CRM offering. You can also expect to learn about the other features the CRM can offer alongside practical tips and insights on updating your profile, readying your browser for Zoho, converting leads into accounts and contacts, working with reports, and more.

Course Title: Becoming a Zoho CRM Admin

OUR TAKE: This compact two-hour course will cover all of the essential functions of Zoho CRM and leave you with the know-how you need to get started on the platform.

Platform: Udemy

Description: Taught by Zoho expert Peter Fuller, the course includes 64 lectures spread out between 6 sections and is best suited for Zoho CRM users who want to learn more about the platform and improve their CRM admin skills. Students can complete the training in two hours and walk away with a foundational understanding of Zoho functionalities like importing data, converting leads, using tasks to create to-dos, integrating Zoho Forms into the CRM, tracking emails, setting up workflow automation, and more.

Course Title: Become a Zoho Programmer (for Non-Programmers)

OUR TAKE: As the title suggests, this is an entry-level programming course developed for people who want to learn how to use Zoho’s programming tools, even if they don’t have prior programming experience.

Platform: Udemy

Description: Designed for Zoho admins who want to take advantage of Zoho’s programming tools (i.e., Zoho Deluge, Zoho CRM Custom Functions, Zoho Books Custom Function, etc.), students who take the course don’t need to have any programming experience. However, some knowledge of the Zoho CRM platform is recommended. The 2.5-hour course will teach students to update fields, create new records, copy data from a CRM Account Record, connect the Zoho CRM with 3rd-party APIs, integrate with other Zoho applications, auto-create Zoho Books invoices, and more.

Course Title: Zoho CRM: Complete User Training for Small Businesses

OUR TAKE: Designed to help smaller businesses get comfortable with Zoho’s CRM features, this 6.5-hour course can help students across departments and experience levels learn to use Zoho’s customer relationship capabilities.

Platform: Udemy

Description: Taught by Tabish Alam, a senior consultant at a Zoho partner company who holds a Level 2 Certification in Zoho CRM, this course is developed for users of all skill levels. Students who enroll in the course will learn to navigate the Zoho CRM, discover what each module does, organize customer data, manage leads, run campaigns, track performance, identify KPIs, standardize messaging with custom templates, and collect data on personalized dashboards.

Course Title: Zoho CRM User Training Course – Beginner To Expert Course

OUR TAKE: This course can help new Zoho CRM users learn about the platform, its capabilities, and how to use them for maximum effect.

Platform: Udemy

Description: In this training course, new Zoho CRM users will receive an in-depth, nearly six-hour overview of the various modules in the Zoho CRM system, learn what each one is used for, and start putting its tools to the test. For example, the course covers Zoho CRM’s records, relationship management, filters, tags, data management, calendar, GDPR, account management, analytics, email, campaigns, product management, sales order, and other capabilities.

Course Title: Zoho CRM and Zoho Creator Masterclass

OUR TAKE: With 7 hours of video material, this course is designed for people who are already comfortable with the Zoho CRM platform and want to take their skills to the next level with Zoho Creator apps and other integrations.

Platform: Udemy

Description: This course covers everything from setting up a CRM account to advanced Zoho Deluge scripting to API integrations between Zoho applications and third-party APIs. Comprised of lectures, articles, quizzes, and assignments, students will also learn how to fully automate their Zoho CRM with custom functionalities, integrate it with various online services, develop custom apps, and create marketplace extensions. The course is best suited for Zoho CRM professionals, as the tasks involved in the lessons require a higher level of experience with the platform.

Links to READ: The Best Udacity Courses for Marketing Professionals and Beginners

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