Zoho & Automation: Sleek Systems for a Successful Business

A good sales team is efficient and focused, but the department is only successful when the tedious tasks are completed to the best of their ability. That means contact tracking, follow-up emails, data management. Without these things, your sales fall apart. But why would you want to waste the time of your sales team when they could be doing what they do best? Zoho’s Sale Force Automation allows for much of the administrative work to be managed by automatic systems, freeing up the time of your staff to get out there and make sales. And with a simple workflow system to build these automations up, it doesn’t take long to create the perfect personalised automations for your company and your employees.

Expense reports can also be a massive time sink when your staff could be working on practically anything else. That’s why Zoho Expense has an automated system for that! Once the automation has been set up, Zoho does all of the heavy lifting, checking through expenses and automatically generating reports for any expenses currently unreported. These can then be automatically submitted so long as they meet expected criteria. And then, to top it all off, approval can be automated too! As an admin or approver, you can set up specific custom criteria to approve reports, allowing you to focus your concentration elsewhere, without the need to sift through expense reports. 

For the bigger projects and focuses of your company, it’s likely that you’ll be crossing between teams, between departments, and sharing tasks amongst all of them, and Zoho Projects is the perfect system to simplify this. Not only does it track progress and organise all project data in one easy place, but it also can be used to automate the small tasks that make your life that little bit easier. Built into Zoho Projects is the Blueprint Editor. This exists to find the routine task processes that can be automated. This includes updating task statuses and updating people with email updates and notifications, streamlining the process as much as possible and reducing the chance of project delays. Workflow rules can also be used to set specific criteria for processes to happen, making it as easy as possible to customise the entire system to your project and the needs of your company. 

There’s so many automatic processes within the Zoho ecosystem, it’s almost too much to handle. But that’s what we’re here for. At Relativity, we’re able to talk to you about what your company needs, hear your preferences and priorities, and use these automation tools to customise applications for you. A truly personalised experience with a truly personalised response.