Zoho

Command Center - Automation in Process Management

Command Center is a feature of Zoho technology that allows all organization applications to work together like instruments in an orchestra.

What is Zoho?

Zoho is a multinational technology company founded in Chennai, India, in 1996. The company specializes in developing software and business tools. Zoho's software is best known for enabling comprehensive business management through unified cloud-based software.

The focus is on the expansive experience and depth of the Zoho ecosystem, offering professional services, infrastructure, support, and security that a large enterprise requires. It aims to simplify complex business processes, enabling strong customer relationships and driving scalable growth.

Currently, Zoho boasts over 100 million customers worldwide.

We have been a Zoho Premium Partner for 15 years. 

As a Zoho Premium Partner for the past 15 years, LOBA has accumulated extensive knowledge through various implementations of the Zoho ecosystem applications and integrations with other systems, such as ERPs.

Our focus is on providing organizations with tools that enable them to understand their customers, facilitating excellent customer experiences. The Zoho Business Area team comprises specialists, including consultants/analysts, project managers, and developers, most of whom are certified in different applications.

At LOBA, we offer Consulting, Implementation, Development, Training, Change Management, and Support services.

Discover the Command Center Feature

Automation is considered the future of the business world. In this article, we showcase a feature of Zoho CRM that enables process automation, assisting companies in focusing on their core business - the Command Center.

The CRM (Customer Relationship Manager) is one of over 50 applications in the Zoho ecosystem, serving as a robust platform that centralizes all information related to various customer activities and operations.

This platform enables monitoring activities and customer interactions, from initial contact and business opportunities to proposal presentations and, ultimately, the conversion into a sale. 

The Command Center functionality connects all Zoho and third-party applications within the CRM, guiding customers from the first day they are still led through the qualification process to becoming a customer (Account) and, finally, to the point of awarding.

Having information and knowledge is power. Every entrepreneur is aware of this.

A platform like Zoho CRM allows for the measurement and analysis of all aggregated information, either globally or individually, aiding in future decision-making.

Adopting a CRM will optimize team efforts and achieve objectives efficiently and informally, allowing companies to dedicate more time and energy to business evolution.

Our priority is to create a consistent experience across commands and design different processes. Front-office and back-office teams are equally important and should work on each project as a cohesive unit, ensuring customer satisfaction and happiness. This functionality will contribute to customer loyalty.

In practice, combining different modules and processes with third-party applications is possible, allowing our clients to customize and adapt as they envision.

Are you curious about what our team does?

The Zoho team creates "bridges" between different applications, allowing information to flow organically between previously automated processes.

What's the advantage for a Zoho CRM user?

The functionality of the Command Center in Zoho CRM allows for the creation of automations that interact across various modules. A change in a field in a particular module can directly impact changes in a different module.

As professionals and experts, we ensure you have the best user experience, considering different processes' diverse specificities and complexities.

One of the most frequent questions is: doesn't the Blueprint functionality already do this?

The purpose of Blueprint is different in CRM. Blueprint allows for the organization of protocols for all or each specific process. This requires user input to proceed to the next step. It needs user approval action to advance in the CRM process. It also allows for the creation of criteria, for example:

Consider leads with an investment value equal to or greater than €5000.

A lead only becomes qualified after approval.

The CommandCenter functionality allows mapping products and automating all processes that the customer considers productive and valuable. It brings together different modules, processes, and applications that are important to the customer:

  • Operates dynamically, reacting to user actions and moving to the next state or phase.
  • Enables instant configurations and the creation of actions and tasks for each different state or moment of the process.
  • Analyzes user performance throughout the experience (process).

This is an opportunity for critical analysis of processes and performance evaluation.

The Zoho team goes beyond simply delivering a product. Our primary goal is to provide our customers with a personalized and unique experience. 

If you are curious and want more information, contact the Loba team.

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