As a UK-based Zoho partner, I’ve helped dozens of small and medium sized businesses implement Zoho CRM to manage their customer relationships. But I often find that companies aren’t using the platform to its full advantage after the excitement of the initial setup. 

Business processes evolve, and so should your CRM. Regularly reviewing and updating your Zoho CRM setup will help you get maximum return on the time and financial investment of initially setting it up.

Here at Relativity, a Zoho Partner based in East Sussex, we specialize in supporting smes and solopreneurs harness the power of the Zoho suite of applications, and share our top tips for how you can extract maximum value from Zoho CRM to grow your business:

1 Set Up Automated Workflows

Too many businesses manually move contacts between pipeline stages. This takes up unnecessary time and leaves room for human error. Instead, create automated workflows and triggers in Zoho CRM to progress contacts seamlessly based on behaviors like email opens, form fills, etc. This not only saves time, but ensures consistency in customer interactions.

2 Enable Social Media Integration

Chances are your customers and prospects interact with you on various social networks. Yet few companies connect platforms like Linked In and Facebook to their CRM portal. Make it easy on your marketing team by providing a unified view of all customer touchpoints via social media integration. 

3 Track Campaign ROI Properly

One major advantage of Zoho is the ability to monitor your marketing performance by campaign source. However, I notice that clients often neglect this. By tagging and tracking email, social media, and other campaign metrics back to your sales opportunity details, you can clearly identify your highest converting channels.

4 Utilise Zoho’s AI – Zia

Zia, Zoho’s AI assistant, can offer predictive sales and intelligent alerts. Use Zia to analyze email sentiments, predict the likelihood of a deal closure, and even suggest the best time to contact prospects. This can significantly increase your sales team’s effectiveness.

5 Take Advantage of Native Integrations

Zoho CRM integrates beautifully with other Zoho tools like Zoho Meeting for video conferences and Zoho Desk for helpdesk tickets. Building a customized Zoho ecosystem tailored to your needs helps reduce departmental isolation so your teams can collaborate smartly.

6 Make Data-Driven Decisions

For all its functionalities, Zoho’s analytics and custom reporting capabilities often go unused by customers. Changing this transforms Zoho from a static database into a dynamic asset that fuels smart, strategic decisions. Build reports and dashboards that deliver insights you need to take targeted actions.

Sometimes, an external perspective can be invaluable.

I hope these pointers help you make the most of your existing Zoho CRM setup. At the end of the day, this software is just a tool – you need to use it properly to succeed. As your local Zoho expert partner, I’m happy to schedule a demo and discuss additional ways to optimize Zoho for your unique SME needs.  If you would like support implementing Zoho Desk in you business call Relativity on +44 1825 280123 or email