August 20, 2024
In this blog, Mika Turcotte-Talbot, Performance and Technology Advisor, explains some of the key strengths of Zoho Vertical CRM.
Zoho Vertical CRM enables you to deploy a CRM configuration specialized to your industry and your company on a large-scale, multi-location basis, whether at sales process management or operational level.
Vertical CRM’s strength lies in the way it is installed, with each franchise having its own instance of the software. Franchises therefore benefit from the Base Configuration adapted to your company, as well as configuration flexibility at instance level to adjust certain processes to the particularities of their market. Zoho Vertical CRM makes it possible to deploy updates to the Base Configuration to each instance throughout the life of the software.
Finally, the application integrates with Zoho Books, Zoho Inventory, Zoho Forms, Zoho Sign, Zoho Survey, Zoho Expense and Zoho Campaigns to meet all the essential needs of your business and your franchisees.
Industry-Specific Configuration
Zoho Vertical CRM is highly customizable. Whether in terms of new fields and data points to retrieve, new modules to organize information according to particular business rules, or possible automations configured via simple process rules or custom code for more robust needs, Zoho Vertical CRM answers the call.
Industry and company specific architecture, referred to by NSI as “Base Configuration”, can be easily configured via the Zoho Developer Platform. Each change is testable in a sandbox environment and, when ready, can be published and attached to a version number. Changes linked to a version (and any previous versions) are subsequently deployed to a sub-group or to all Zoho Vertical instances, and thus to the franchise network.
This “Base Configuration” ensures that your sales and operational processes run smoothly across your franchisees. What’s more, the versioning system enables continuous improvement of your digital processes.
To Each Market, its Own Particularity
Autonomous franchisee instances can be configured at the instance level itself, in addition to the Base Configuration already present.
For example, in a sales process, perhaps one location prefers to notify the sales manager for opportunities exceeding a specific amount, but another operates according to a different business rule. Without affecting the core process that distinguishes your franchise network (included in the Base Configuration), instance-level configuration allows you to adjust or increase the efficiency of each franchisee according to the parameters specific to their market, without affecting the operation of other locations.
Use Case
Muscly specializes in fitness centers and maintains a network of 50 franchises. Each franchise must manage its own database of customers, trainers, classes and services offered.
Zoho Vertical CRM enables Muscly to make available to all its franchisees a platform adapted to the reality of the business and the industry, with a “Base Configuration” to organize the information needed to run the business. This includes specialized modules and automations revolving around the concepts of customers, nutritionists, trainers, group classes and so on.
Each franchisee therefore starts with a basic software package closely adapted to their reality, and can enhance the user experience and automations to meet the specific needs of their market. For example, a franchise located next to a park decides to add a specific configuration for outdoor courses not normally included via the Base Configuration offered by Muscly. This enhancement is made autonomously by the franchise with no impact on other locations.
So, without breaking the best management practices of a Muscly franchise, the software offers the flexibility for each franchisee to adapt to their specific reality.
Don’t hesitate to talk to an NSI expert to find out how you can implement Zoho Vertical CRM in your company.
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