Customerization

IS A CRM SYSTEM REALLY NEEDED?

How hard is it to navigate?
When will we start seeing results?

These are just a few questions that we never stop hearing from our clients.

Many business owners think of CRMs as IT projects when in reality, they are a customer-centric, cross-organization business process exercise.

To get started with a on the right foot, it is critically important to establish clear goals that you wish to achieve and go from there. ✅

Many times, we have seen that businesses that don’t set such goals don’t see the desired results and end up blaming the CRM.

It’s very simple:

No measurable success criteria = no ROI visibility = CRM/IT budget struggles ❌

An efficient CRM system can help a business to:
Boost customer satisfaction 😄
Increase sales 💸
Improve customer retention 🧑‍🤝‍🧑
Get exclusive insights 📊
Be more productive ⌚

You can even improve and cement your brand voice with its help since it becomes easy to examine how other staff members are interacting with a potential client.

But we understand it can get a little overwhelming and difficult to understand.

Don't worry, that’s why we are here! 🤗

To clear all your doubts and help you get a better understanding of how exactly a CRM can help you elevate your business, check out this article: 5 Questions To Ask Before Starting Any CRM Project (link in the comments).

And if you still have some lingering issues, feel free to DM us. We’re more than happy to help! ✉️

GOODBYE, 2022! HELLO, 2023!

We’re looking back at the lessons we’ve learned in 2022 and reflecting on our resolutions for 2023. At Customerization, we continuously evaluate our team's success and use this method to develop our company strategy.

In 2023, we aim to expand our ongoing and monthly support services to help customers manage their systems in-house and offer pin-pointed help for their needs. We also want to spread the word about what's possible when creatively solving customer challenges with technology - and to do so, we plan to post more customer case studies like Quick Start CRM and Zoho CRM - Oracle ERP light integration.

We are also investing in our team, providing them with the latest and certifications and helping them evolve their consulting, listening, and solutioning skills.

In addition, we are expanding our and Technology Roadmap lines of business to help more Canadian SMEs digitize, as well as launching a new podcast to demystify and .

Finally, we are further investing in customer satisfaction to learn what makes them truly happy and deliver more of it - Check out our customer reviews on the official Zoho Website.

We look forward to sharing more updates on our journey. Please get in touch with us if you want to join us!

THESE MONTHS HAVE BEEN BUSY ONES FOR US!

We've had the opportunity to visit some amazing events and meet lots of inspiring people 🤠

👉 On November 21st we attended Ontario-Israel Bilateral Innovation ✨, where we had the chance to meet, network and collaborate with leaders from around the world.

👉 On December 1st we visited Toronto Food & Beverage ✨, the city's premier food and beverage event. We connected with local vendors, sampled delicious dishes and enjoyed a fun evening.

👉 On December 6th we had the pleasure of attending the Toronto Zoho User Group Meetup ✨. This was a great opportunity to meet other Zoho users and to discuss the latest trends in the industry.

👉 Last but not least, on December 7th we joined TAP Toronto ✨, an event that focused on technology and innovation. We got to hear from inspiring speakers, network with entrepreneurs and be part of a unique experience.

It's been a fantastic time and we can't wait to see what the next months have in store! ✌️

We all know that performing repetitive tasks can be time-consuming and unproductive.

This is where automation comes in to save the day.

Automation helps small business tackle mundane tasks while allowing them to focus on the tasks that drive them.

9 out of 10 knowledge workers say that automation has improved people's lives in the workplace.

1 in 5 employees confirms that automation increases the accuracy and efficiency of their work.

According to , has helped improve workers' life, allowing them to focus on more creative tasks and projects, making them more productive. The study surveyed 2000 U.S knowledge workers in a small and medium business. It was a voluntary and anonymous online survey.

This shows how are a necessity in every small business. They are excellent at ensuring that an organization has productive workers who have an improved life.

Automation tools also help in ensuring that workers produce better quality. So if you think your workers are great, imagine how much better output they’ll give once you integrate the right automation tools.

There are various automation tools, but it all depends on your business model and what tasks you need to automate.

Automation helps the amount of time you spend on repetitive tasks and reduces the number of errors when entering sensitive information. They also help with the process of hiring and onboarding team members, as well as ensuring effective team communication.

The benefits of are way too much for any not to have them integrated into their business. They can take your business from low-performing to high-performing so long as you have the right tools and successfully integrate them.

Work with Customerization to find the right automation tool for your business. We also help integrate the proper tools so you can use them correctly.