Once you do a purchase in Zoho CRM, irrespective of the number of
active users that you have in your account, Zoho CRM will charge for
your purchase until you explicitly tell the system to stop making
recurring payments. So if you are using a paid account with Zoho CRM,
in order to cancel the service, you need to instruct the system to stop
making further payments from your credit card account:
- Click Manage Subscriptions button in the users list page.
- You will get a plan page, where click on the Manage your plan button.
- In
the resulting page, select the downgrade option check box and select
the number of users to be removed ( for whom the billing should not
occur the next time).
- Click the Update Account Button.
PS:
Once you do a downgrade, the licence will be cancelled immediately. So
please downgrade to free version at your convenient date before the end
of the expiry date.
This is not going to be a one off blog. This is something that I would
welcome your inputs too so that we can come up with a good practice
list of a kind. Loose, conversational.
Try and avoid using the CRM system as an information hoarder. Anyone can do that.
The
intent of using a CRM system is to store Quality Data in it. So focus
on getting the right data in by validating firstly, the entry point of
the data to the system - Leads/Contacts/Prospects whichever you like to
use as the starting point.
Focus more on customer engagement. It
is not sufficient to have a world-class CRM system backing you.
Remember, the CRM system is only as good as the data you give. So Trash
In results in Trash Out and no one is the more wiser.
These are
tough times so focus on the data that you have that you have garnered
by engaging with the customer. The customer needs a human touch 99% of
the times. I am not giving you stories - I have done this in real life.
There is nothing more that will help win/lose the deal in less time
than you blink.
Engaging the customer is about talking to him
about his needs AFTER he makes his needs clear. Tell him honestly if
you can or cannot give what he needs. Also mention to him what needs to
be done to get the desired results and where does your product/service
stand wrt that need. He will help you to get the deal from him and this
will result in getting a long time, loyal customer.
Store these
info that you have gleaned from him. Yes, this may require investing a
couple of more days with him but is worth it since you have invested
time in him and he in you. So the chances that he would prefer to
remember and deal with you next time is much more higher. An already
existing customer is the best reference you can have and also the best
to do business with since your hunting-cost is 0.
Once a month
or whatever scale you use, generate reports. Spend time on what kind of
reports you need. These needs will evolve so be forgiving in that sense.
But
at the same time, be very specific on what you need to see. Make the
report and schedule it. Do not just fire and forget. Analyze the
report. Go back to the drawing board aka Board Room/Sales Strategy/
Marketing Execution/etc, see where things ought to improve and improve
it. Repeat it.....
PS : If
the report cannot be done or is not supported, please do escalate to
support at zohocrm dot com. We will look into it immediately. Yes, I am
not committing anything since unless we have a look at the need, we
will not be able to give an assessment of what/when we can actually
give you the result. But I promise, we will hear the case without any
pre-conceived notions. We too are human and can make mistakes, remember?
Archie
