Tips and Tricks for making the most of your Zoho Suite

February brings us around to the month of love, and what a better way to celebrate than to talk about just how much we love our systems! Oh… you don’t love your systems? Well let’s see if we can fix that! With Zoho, you have all the tools and support at your fingertips to curate, craft, and build the perfect ecosystem for you, your employees, and your customers. What could be more lovely than that?
When you are juggling multiple apps to achieve one common goal, things can get messy. Data can get duplicated across systems, or worse, lost; information can be miscommunicated between employees or out to the customer, and generally, everything moves much much slower. What’s even worse is if your company is doing any of this manually! That’s why Zoho apps are built to work effortlessly with each other, and avoid all the problems that you might see yourself facing. With a custom Zoho ecosystem, your finance, inventory, email, CRM and operations can all be communicating with each other seamlessly with just a click of a button (and with Zoho Automations, you sometimes don’t even need that!). The first step is making the leap to Zoho, but after that, widespread adoption and integration will take away the jobs that waste time, the repetitive tasks, the worries of data duplication or erasure. All of this is at your fingertips with a Zoho ecosystem, and can be built, manipulated, and developed especially for you and your business with the help of a Zoho partner. A slow, outdated system can be the death of a business, but a new, seamlessly functioning system can send efficiency and development skyrocketing, taking away the mental drain and allowing you to love what you do.
A good system will do nothing if your employees don’t use it to its fullest potential. Without training, employees are unlikely to adapt, taking preference for ‘the old way’ of doing it, which leads us right back around to the data duplication, erasure, and all round logistical nightmare. But on the other end of the spectrum, with Zoho’s vast range of offers, it can look scary for the average employee, with no good knowledge of which buttons to press, what data to put where, and which menu gives you access to what you need. This is where the real strength of a Zoho partner comes in. With support from a partner like Gordon at Relativity, systems can be simplified and focused down to what really matters. Role-based access can be set up to ensure that the right employees get access to the correct information, without all the fluff of anything not of use to them. In addition, a partner will be there through the whole implementation process, and can be around even after it’s done. This way, everyone can get the training and support they need, and business owners can have the peace of mind that there’s always somewhere there if further support is needed. And of course the cherry on top is Zoho’s extensive support pages: from full handbooks written by Zoho users, to customer support teams to everything in between, the Zoho community is rife with intelligent people who have likely experienced the same problem as you. With Zoho, you’re never walking alone.
The real benefit of Zoho though is the power it has to help you grow. It’s all well and good if your online systems can help you streamline your workflow, but if you can’t see the results then what’s the point? With Zoho Analytics, reports and business insights are easier to access than ever. Create custom dashboards that lay out all the data you want to see clearly and effectively: and with well synced up systems, you could be pulling real time data from Zoho CRM, Zoho Books, Zoho Inventory, Zoho Desk and many others. You can also achieve similar results with automatic reports that can track cash flows, sales and project progress, without you ever having to lift a finger. With the comfort in the knowledge that your business is thriving, you then gain the mental space and capacity to grow your systems even further, and with bespoke advice from a partner, you can tap into the most effective software to expand, and continue to create a custom ecosystem that is built with your business as the priority. There really is nothing like it!
It’s clear that Zoho has the power to take your business to the next level, and leave you loving your company, your systems and your workday that little bit more. And with a partner, that power only reaches further, with the ability for full customisation and support in implementation. If that sounds like something you’d like to invest in as a little Valentine’s gift for your business this February, contact us today for a free consultation, and find out how we can best help develop your software, and take your business up a notch.
It's easy to build a system you love if you have the right people around to help you. If you’re looking for a company to support you and your business, then reach out for a free consultation to hear about all the work Relativity does, and how our team could support you and your business. We cannot wait to hear from you!
