Zoho: Customer Relationship Management System Review

The key to a successful business lies in many factors: a winning business plan, superb marketing efforts, and a well-executed business strategy, among others. Zoho, one of the leading software providers offering products to assist businesses with their day-to-day operations and is packed with a list of systems crafted with high-end technology to provide companies and organisations a convenient platform for their transactions. We took advantage of Zoho’s 15-day trial for their Customer Relationship Management (CRM) system to test its features and user-friendliness for sales and marketing teams.

FEATURES AND FUNCTIONS

Multichannel

Zoho boasts a multichannel system that allows carrying out all forms of communication with your prospective clients through email, live chat, and telephony.

all activities-zoho overview
An overview of all ongoing activities in Zoho
  • Email. Zoho’s email is matched with many existing emailing systems including the big ones like Gmail and Outlook, meaning it wouldn’t require a lot of work in case an organisation decides to transfer to Zoho. Zoho’s emailing system lets the users know one an email has been sent and filter each email status. Moreover, it provides reports on which among your email templates are opened by your leads. You can use this kind of data to improve your future email marketing contents. Customising emails through drag-and-drop is also possible so you can reach out better to your leads and customers using your logo and personal designs. Users are also allowed to send bulks of email within the CRM itself. Team leads and super admins can get an overview of their whole team and their activities. This will help them assign leads equally to each staff and see if which team member is the most productive and give them some rewards. In addition, Zoho SalesInbox integration synchronises your data with your sales pipeline and gives you notifications on your most important leads. This prompts you to set a reminder and schedule your next follow-up call with a potential client.
  • Livechat. You may be ecstatic to know that a website that has a livechat support gives satisfaction to any visitors. Live chat does not only gives real-time answers to customer queries, it also gives assurance to website visitors and potential customers that you care about them by being present whenever they need to know something about your offers and services. You can study your website visitors and identify the recurring ones. These recurring visitors can be prioritised in the pipeline for follow-ups. Lastly, the livechat feature can provide reports on the demographics of your website visitors which can be used for your market study.
  • Telephony. Reaching out to your leads within the CRM can be done in just a few clicks. All calls are automatically logged in after the call so you can keep all your records organised. During the call, there will be a pop-up window which can be used for taking notes, details, and reminders of your previous call. You sure won’t miss any upcoming calls because Zoho prompts a pop-up notification of your scheduled calls.
Artificial Intelligence

Zia is programmed to assist businesses in their day-to-day process and help the whole team function smarter and faster.  Every data entered into the program can be used to predict future sales activities. Zia is also able to read all tasks so you can ask her your tasks-for-the-day. If you are looking for a data file from years ago, Zia can find it for you with just a chat away.

Not only that, Zia also helps by predicting the win probability of each lead and deals by analysing your previous activities and identifying its patterns. That way, you can decide on which deals to focus on based on data gathered by Zia. It also has the intelligence to detect anomalies in your business by reading stored data and alerts the assigned salesperson who can deal with the issue.

With the emergence of technology comes the convenience of communication. But it’s hard to guess the tone of a person’s voice when it’s said virtually. Zia can cover that for you; it can identify the tone of every conversation to get you ready for your next interactions or doing your next sales pitch.

Zia can also provide the right time to do multiple calls and emails based on calculated Sales Signals – the data that determines frequency of your prospect client or existing customers’ active hours when they open and respond to your email and visit your social media channels.

Sales Automation

­Automation is another call for productivity. Zohos’s sales automation feature assists the users in creating a workflow rule that will be followed by the whole team. This also enables the admin to manage the team’s daily routines including calls, emails, follow-ups, and more! Sales automation can be your right hand in assigning the right tasks to the right hands.

Performance Analytics

When it comes to business, numbers don’t lie. Zoho is equipped with a performance analytics feature which gives intelligent data on sales trends, marketing campaigns and marketing performance to mention a few. For starters, there are 40 available standard templates you can use for monthly reporting. Zoho also permits its users to customise their own reports from pie charts to funnel graphs. Created reports can be stored in the CRM database forever. Each report can be shared with specific staff members based on its confidentiality.

Customisation

Customisation gives every user the power to design the system based on their preferred workflow. You can customise the CRM the way you do business by creating layouts based on your own process. To avoid confusion and misunderstanding, you can instruct all staff members to personalise important data so they can function independently even if you’re away. Conditional fields are made available to achieve a clutter-free workflow. There are also multiple forms or forms that are within the form so you can take note of all important details for a specific client.

Process Management
blueprint_zoho
Zoho’s blueprint creator

Blueprint creator prompts every team member of the actual process so they know where to catch up for each lead. You can create your own sequence with the drag-and-drop tool in the blueprint editor. Set a fixed price and the maximum discount allowed for every offer. You are allowed to set the negotiation period to achieve a specific goal which means dedicating more time on priority leads.

While managing many contacts can be confusing, Zoho makes sure that a previous task is marked completed before alerting you the assigned sales rep of the next process. Built-in reports function to evaluate your team’s productivity. This also lets you see where majority of your staff dedicated most of their time and their activities. It performs automatically for you like sending email autopilot and sending you notifications of your next follow up calls.

Pipeline Management

Pipeline management can be used for proper lead management. It assists the user to conduct proper lead generation, nurturing them, and finally converting into paying customers. Capturing leads from your landing page such as WordPress and Joomla is also possible with smart forms.

You can create a pre-set workflow which will prompt the system to distribute leads automatically and assign each contact to sales representatives to make sure you never miss to attend to all your prospects and clients. There’s a scoring rule which allows you to give a proper score to leads with high probability of conversion. This scoring rate lets you prioritise leads and ensures faster sale. You have the option to rank the leads in your preferred way—either those who opened your emails or those who clicked on your link. When everything are already in the right places, you can convert these leads into deals in just a matter of few clicks.

Team Collaboration

Like any other CRM software, Zoho lets you store files and documents in the system for quick reference. Each file can be accessible to specific staff depending on its confidentiality. It has the ability to read multiple version of documents so you know which among the many stored files is the latest.

Security

Security matters in all organisations. Zoho ensures system security by giving Super admins (the one who signed up, usually the CEO or Marketing Manager) the power to identify roles for each staff member. Super admins can create and limit working hours to promote work-life balance. Unauthorized sign-ins can be prevented with Zoho’s IP address restriction. What’s more, you can enable two-factor authentication to strengthen your team’s CRM system.

Integrations

Zoho is packed with a long list third-party applications for marketing including the big ones: Google Docx, Google Adwords, and Mailchimp, to mention a few. It also enables low-code or even no-code third-party app integration so better suit your team’s specific needs.

STRENGTHS

  • They offer a 15-day trial for marketing teams who want to determine if Zoho’s CRM will work for them
  • Zoho works on multiple platforms including mobile
  • It is packed with cutting-edge customisable features
  • They offer a free edition for 10 users with limited features enough to run a small sales and marketing team
  • It automates daily sales tasks helping staff members to function more efficiently
  • It integrates with the majority of Google Apps including the most essential ones such as Contacts, Calendar, Google Docx, Spreadsheet, Adwords, and more
  • It promotes the maximal use of social media where majority of potential leads are
  • Sales forecasting prompts marketing teams to plan ahead for their future campaigns
  • Artificial intelligence feature gives major support especially when it comes to sales trends and determining the whole team’s previous marketing activity patterns
  • Tutorial videos are provided on the website as primary support to its users

WEAKNESSES

  • The user interface might look convoluted for first-time users
  • Having too many features can be overwhelming for small teams that require only minimal marketing functions
  • Subscription is billed per user which can be a big deal when a team adds more staff member

PRICING

zoho_blogp_pricing_cloud tech journalPhoto courtesy of Zoho

*Number of users is equal to number of licenses

*Super admin represents as the main contact person for Zoho team or the one who subscribed to Zoho

WHO IS IT FOR

Zoho CRM is an all-in-one platform to do all marketing projects from campaigns to lead generation to sales and maintaining existing clients. Overall, Zoho is best for businesses and sales and marketing teams that are looking forward to reinforcing their marketing efforts. It promotes an organised way of doing marketing based on reliable data of your previous activities. Empowered by high-end technology and customisable features, Zoho gets the title for being one of the most used CRM for all businesses of all sizes.

Business owners who are interested in boosting their marketing efforts can get Zoho CRM for their business. However, not all business owners know the nitty-gritty of marketing. Cloud Staff Member can help you look for a CRM Manager who can handle marketing jobs for your business.

Cloud Staff Member is an Australian-owned company hiring remote professional workers from the Philippines to match with remote-hiring companies across the world.

 

Gentu by Genie Solutions: Practice Management Review

Genie Solutions has been providing intelligent software for specialists in Australia since 1995 with the aim to help them perform their jobs seamlessly and efficiently. In January 2017, they officially launched Genie’s cloud-based equivalent called ‘Gentu’ [1].

Gentu is an administrative and specialist software solution customised to assist the next generation of medical specialists through the help of cloud technology. Gentu, Genie Solution’s new baby will be equipped with hi-tech features in the future versions, such as SMS module, eDelivery, and Monthly Index of Medical Specialties (MIMS) integration, which are expected to take medical practice experience to a whole new level.

FEATURES AND FUNCTIONS

Backed by the same minds that created Genie, Gentu promises an intelligent practice management system tailored to assist specialists from the nitty-gritty to the most complex part of their jobs.

Appointment and Reception

Gentu’s combined appointment and reception features allow every medical space function smoothly. With its intuitive interface, it helps the user customise appointment schedules in just a few clicks. Additional features include 1) filter by provider; 2) view schedule on a daily/weekly mode; 3) review full appointment histories including cancellations and DNAs; 4) printable theatre list. These functionalities ensure no lapses in scheduling appointments while endorsing paperless reception management services.

Billing and Claiming

While billing can be tedious, Gentu’s system is designed to perform complex billing calculations for invoicing and quoting. Gentu is in sync with the current Medicare and health fund fee schedules and lessens the hassle of calculating fees even after fee schedule updates. In addition, Gentu is fully integrated with Medicare, DVA and ECLIPSE for online claiming.

It also generates a program that enables you to accept and manage pre-payment deposits. In case of gaffe or overpayment, you can do the refund in just a few clicks. Once the generated invoice is out, online claims are batched and transmitted automatically. Gentu takes care of generating receipts after the patient has paid and alerts you of any remaining underpayments.

 

Clinical

Maintaining a patient’s record can be done with Gentu’s user-friendly clinical interface through a coding integration that can handle adverse reactions and diagnoses. Supporting documents such as images and medical records can be uploaded in the system within several clicks. These documents can be accessed when you review a patient’s clinical history including their past medications, previous procedures, and more.

Practice Management

Aside from taking care of your fee schedule, clinical coding, and software updates, Gentu makes your practice run smoothly through its practice management component. It allows you to keep track of your income, banking, and outstanding accounts with an easy-to-use financial report.

Gentu can support your practice regardless of the number of staff you have. Access control can be dictated to make sure that every staff has access to features they needed to perform their job.

As Lisa Gansky said, “A brand is a voice and a product is a souvenir.” Gentu helps you establish your brand by allowing you to label your letters, notes, invoices, and reports with your logo or business letterhead. It can be done by uploading the image of your brand to Gentu and let them generate it for you.

STRENGTHS

  • It is managed by one of Australia’s reputable and trusted practice management solution providers
  • Automatic software updates are completed by Gentu with new releases
  • This is ideal for practices starting up
  • Sticks with Genie Solutions’ mantra—Intelligent Simplicity—by providing a simple user interface which can be operated even with a minimal use of manual
  • 100% Australian owned and fully understands the needs of Australian specialists
  • They maintain backups of all Gentu data in case of technical glitch
  • Their sales team is prompt in responding to queries and gives a comprehensive information about their products

WEAKNESSES

  • Features only three e-correspondence integration—Argus, Healthlink, and Sonic Healthcare—compared to Genie which is fully integrated with all third-party companies
  • As of writing, Gentu is not yet MIMS integrated which demands the need to use for paper to prescribe
  • Since Gentu is new, it has limited reporting features opposite its desktop software equivalent
  • It doesn’t display an online demo for specialists who want to have an overview of its interface

PRICING

Gentu is billed monthly per Billing Provider or anyone who’s generating income within the practice. Starting rate is at $330 per single Billing Provider inclusive of GST.  Additional Eclipse integration comes at $100 per month. They also offer a 3-hour orientation for Gentu setup at a standard rate of $195 per hour. Having more staff in the future will not be a problem because it features unlimited access for both Admin and Support staff. For multi-provider practices, they offer a tiered structure which means that the average monthly rate goes down as many doctors join the practice.

However, take note that Gentu’s billing is limited to some functionalities depending on the specialty of the practice. This includes online claiming for anaesthetic item numbers, as well as electronic access to diagnostic results. It is best advised to call their sales team to learn more about the usability and suitability of Gentu based on your practice’s specialty.

WHO IS IT FOR

Gentu is made for specialists who would like to maximise their time focusing on things that really matter—their patients. The advantage brought by cloud technology will enable them to access all necessary data in a matter of scrolls and clicks. Medical and clinical practitioners who are expecting a large number of patients can manage theatre lists, prescriptions, and diagnoses all in one place through the help of Gentu app.

Specialists planning to adapt cloud for their practice can initially check out the Gentu’s usability and eventually hire other staff to manage practice management, appointment setting, patient correspondence, and medical billing. Cloud Staff Member is  able to help companies from all industries in hiring the next member of their team. Being Australian-owned, Cloud Staff Member knows the needs and standards of every Australian organization in selecting the best candidate for their team. Cloud Staff Member provides recruitment, HR, payroll, office space and computers, internet, and electricity for comprehensive staffing solutions.

 

Source: [1] https://www.medianet.com.au/releases/130893/

Tanda: Workforce Management System Review

Tanda.co, wittily named after time-and-attendance, is a workforce management app that allows digital rostering, online time-in, and payroll processing in just a few clicks. Over 1000 companies across the world are using Tanda management app to run their business. Managers curating the application can effortlessly assign jobs to each employee and at the same calculate their cost based on their rendered time recorded on their clock-ins.

FEATURES AND FUNCTIONS

The software’s primary function focuses on employee scheduling which can be done as soon as a user signs up. Tanda offers a 14-day trial and will eventually ask the user to choose their preferred plan based on their business’s size and nature.

Rostering

Managers are allowed to create a detailed set of schedules for all staff enrolled in the app. These schedules can be sent to employees via SMS or email messages. Tanda’s rostering software is designed with a wide set of functionalities such as sale projection, schedule cost interpreter, and employee onboarding through drop-and-drag, among others. The app also lets the manager see if a day is understaffed or otherwise. Pre-arranged templates are made available for select industries.

Tanda scheduling app
Photo courtesy of Tanda.co

Companies who’ve tried the program have reportedly cut time dedicated to scheduling and payroll processing.

Time Clock app

Every employee will be given a four-number code which they will use in clocking in through the Time Clock app. The app takes a head shot of every employee upon clocking in. These images are being paired up with their codes and synchronises with the predetermined schedules. That way, managers can view who are present at work on a particular day. Time Clock app is conveniently available for IOS, Android and Web application.

Union Contract

Tanda has a built-in overtime interpreter which helps every user to automatically calculate the rates of their staff based on existing labour laws. Not only does this algorithm computes the gross pay per staff, it also shows the breakdown for more comprehensive documentation.

Time off management system

Tanda leave request approval

Staff can notify the manager of their leave and unavailability. The days off are subject for approval. Staff can upload proof of reasons for their time off such as medical records, etc. Once the manager allows their proposed leave, the staff will receive a confirmation email.

Add-ons and integration

Tanda is streamlined with powerful select integrations such as MYOB, Xero, Google Calendar, and Kounta to name a few. Companies who would like to adapt Tanda can contact their business managers to discuss their preferred systems.

STRENGTHS

  • Companies using digital time clocks can finally eliminate the use of paper for their time sheets
  • Automatic Award Interpreter helps a business save time in calculating the pay rates with their ready-made Australian Award templates. This is automatically updated in sync with Fair Work Australia’s policy
  • Tanda provides an all-inclusive report that gives an overview of your wage costs and can be used to predict the future of your business

WEAKNESSES

  • Tanda is based in Australia and global reach is limited
  • Customer support via live chat is not available 24/7. This can hold up business operations if an error cannot be resolved
  • It doesn’t have a fatigue management generator which will allow the manager to see which employees have overworked for the day or week
  • Maps and GPS Tracking device that can determine the location where a staff clocks in is non-existent

PRICING

Tanda offers two options: Standard and Enterprise. Both present the same functionalities except for a) Predictive Workforce, b) Cognitive schedules, c) Custom reporting, d) On-site setup, e) Custom implementation, and f) Project management, which are only available for the Enterprise package.

Annual payment is billed $4 USD/employee/month while monthly payment costs $5 USD/employee/ month. Note that this pricing applies for Standard edition. Clients interested in buying the Enterprise edition can contact their customer support for accurate quotes.

WHO IS IT FOR

With time theft being rampant in any industry, innovation brought by cloud-based technology software makes every minute count. Tanda functions well for businesses with shifting schedules, hourly employees, and remote workers. This includes but not limited to industries involved in manufacturing, warehousing, food service, retail, accommodation, franchising, and medical.

The availability of cloud technology in software programs like Tanda is a plus for companies like Cloud Staff Member to consider using this application. Cloud Staff Member serves as a bridge to assist remote-hiring organizations in Australia, USA, Canada, and UK in finding the best employee from the Philippines—where everything is relatively affordable compared to hiring a staff member. Cloud Staff Member provides recruitment, HR, payroll, office space and computers, internet, and electricity for comprehensive staffing solutions.

See here if Tanda is for you.