Newb question re. CRM integrations
I am looking at using Zoho CRM at the hub of my new business. I am in the UK and new business is a service model business.
- Acquire new customer
- Install product at customers property
- Schedule annual maintenance visit
- Service calls when required
I currently have Google apps for small business and a spreadsheet but before things start to get much busier I am trying to implement the correct systems now to avoid headaches in the future.
So, basically I need to understand what Zoho can do for me.
Here's a list of per-requisites off the top of my head, would really appreciate some advice.
Thanks in advance.
New prospect visits my website, makes an enquiry via online form or phones in.
Assumptions:
- Website form will enter prospects details into CRM?
- Auto email response is sent from template.
Q. Which SMTP gateway does this use (3rd party service like Mandrill or SendGrid or Zoho provides this?)
- At certain stages of sales pipeline, pre-configured emails can be sent?
- Estimates and quotes can be generated with Zoho?
Q. Does this integrate with Quickbooks/Sage for gathering prices and ordering stock with suppliers?
- Personalised quotes can be attached to email template and sent to customer?
- Sale won and invoices are sent
Q. is this from Zoho or Quickbooks - is there sync between the two to ensure both are kept up to date
- Payment is taken online
Q. via Zoho payments or 3rd party integration (like Stripe)?
- Customer books installation date
Q. this is entered into calendar on Zoho CRM or Google Calendar (are the two in sync)?
- Customer receives maintenance visit 1 year after installation date.
Q. Can this rule be setup in Zoho CRM so we can see when engineers visit is required?
- Direct debit is setup and agreed by customer for monthly maintenance plan
Q. Zoho payment or 3rd party integration like GoCardless?
- Support calls are logged in Zoho Service Desk?
Q. Does customer receive email that call is logged?
Q. Can this link with engineers calendar to book service visit?
I have so many more questions but these are some of my biggest uncertainties at the moment.
Thanks,
Kevin