For marketers, significantly improved conversion rates are the key to a successful endeavor. For this reason, many companies make use of different marketing strategies to provide their potential customers with all the information they need about the new products and news. However, a lot of them fail to make the most out of product video ads.

Understanding the importance of video content marketing has become an essential skill every business owner should have. Pushing the idea of video ads as one of the latest buzzwords around, it has quickly turned into a necessity to stay on track with all the developments on the subject. So If you want to boost sales, using video ads is a good idea. This post will give you a step-by-step guide on how to create product video ads and how they can benefit your business.

Why You Should Use Product Video Ads

Product videos are more likely to convert than static images because they give customers a chance to see products in action and get a better idea of how they work before making a purchase decision. The more specific you are about what people should expect from your product, the more likely they are to buy from you. And since most people prefer watching videos over reading text on their phones or desktops, product videos are also more likely to increase engagement with your ad campaigns overall — even if the engagement doesn’t always translate into sales right away.

Tips For Making Product Video Ads

Start with your brand story

Your brand story should be told in every piece of content you produce, including your website and social media channels. The same goes for your product videos — tell your story! Why inspires you to pursue this kind of business? What makes your products unique? What problem do they solve? Be sure that every aspect of your business has a coherent narrative so that people can connect with what you’re doing and why they should buy from you instead of the competition.

You should also tell the story behind the products themselves—the story of how they came into being and why they were created in the first place. 

Once you have completed the storyboard for your video ad campaign, start creating videos featuring different aspects of the brand story. You should have at least three videos ready before launching any campaigns.

Get to know your audience

Before you even start filming, make sure you know who your audience is and what they want from your business. You need to understand what makes them buy — what motivates them, what their pain points are, and why they’d be interested in buying from your store. If you do not consider these things, you will not know what kinds of content resonate the most for them. 

Do some study on the people who make up your target audience so you can tailor your messaging.

Use high-quality footage

The first thing people notice about a product video ad is the footage. If it looks bad, it will turn them off straight away. The best way to avoid this is by using high-quality footage from the start.

Don’t just use shaky home video because it captures everything in one shot — including distractions like pets or kids running around. Instead, shoot your video with a tripod or Steadicam stabilizer so it looks professional and smooth from start to finish.

Find music that fits the mood of your video

Music can play an important role in influencing how viewers feel about a product or service. It can set the mood and tone of an advertisement, so it’s important to choose wisely. If you want to create a video that makes viewers feel excited about buying your product, you should use upbeat music with a fast tempo. If you want them to feel relaxed and comfortable with their decision, then you should use slower music with a slower tempo.

Showcase your product in action

Most people buy products based on emotion rather than logic, so when you use videos, show off how it works and what it can do. For example, if you sell makeup brushes, don’t just show them sitting on a table or in a box — show how they work when applying makeup. This will make viewers want to buy them because they will see how effective they are at applying makeup, not just how pretty they look sitting on a table or in an ad. 

Conclusion

In the end, luring your customers with video ads is a worthwhile risk. The low cost, effectiveness, and range of targeting options make this one of the more attractive online marketing assets available. So don’t let an opportunity to expand your business escape you—try product video ads for yourself, and see if they can give your brand the boost that it’s been looking for.

Author’s Bio: Angel Bacasmas is a PR Outreach Specialist at VEED.IO. She is passionate about the arts, music, and fashion. She spends her free time reading books, watching movies, and playing sports.

Here are the top 5 sales tips to help keep your moving company business headed in the right direction.

1. Give Yourself a Speciality

There may be a lot of movers out there, but do they specialize in what you do? People love their things – especially those things that are valuable, mean a lot, or are too overwhelming to deal with. Find something that your company has done or can do that may set you apart. For instance, if someone in your local area types “local movers,” into Google, they are likely going to get pages and pages of company websites. This is too broad. However, if someone types, “antique moving,” into the same search bar – and that’s your specialty – you may find you rank much higher in the results. 

Find something you are good at – and advertise it. Make it go to work for you!

2. Be Responsive to Your Reviews

When you get reviews from customers, respond to them. Many companies only address the bad reviews as a way to minimize damage. Really, you should respond to all reviews. Let the customers know you are thankful they took the time to leave a message — and that you appreciate them.

This little step can speak volumes to those who are reading your reviews. And, who is reading your reviews? That’s right – potential customers!

3. Pencil In A Reservation

If someone calls in to get a quote or to inquire about your moving services, keep them on the phone. Ask them about their move and then suggest that you pencil them in on the calendar. They may hesitate, but you can let them know that there is no obligation – it is just to make sure they have a spot should they decide to use it. Ask for the address they are moving from and the address they are moving to. Get an idea of how big the house is to determine the size of the move and so on. The customer will feel confident that they are doing the right thing by tentatively scheduling a move and, when it comes down to it, they aren’t going to want to have to go through all this info all over again with another company.  They will call you back to confirm.

4. Get Your Business Out in the Community

Customers want a brand they can recognize and one that they can trust. By getting your brand out into the community, such as helping with non-profits and various community events, you can help your business tremendously. And we don’t just mean write a check, but rather engage with individuals and make yourself recognizable. 

Give the residents in your local area a face and a brand name as well as a feel good story — and you are working your way in. 

5. Use a Software Program to Follow Up on Leads

If you get leads and you don’t book them, then something is amiss somewhere in your process. You should be receiving a lead, documenting it, calling it, emailing it, and following up. Too many leads, and things can get lost and confused. Not enough leads and you will be out of practice. Regardless of which end of the spectrum you are at, having a software to capture and manage your leads allows you to be thorough and routine in your processes so that nothing gets missed. 

You may impress yourself with how many leads you actually close when things are done in an efficient and orderly manner.

Put these tips into action with SmartMoving. To learn more, contact our office today at 214-960-4130.

The program is intended to help and empower workers in order to increase their productivity and, as a result, encourage informed decision-making among them.

Dynamics CRM is a comprehensive customer relationship management system that includes marketing and services, sales, and the optimization of Microsoft Dynamics technology in all aspects. Each and every aspect of the Microsoft Dynamics CRM Services system promotes the ability to make confident decisions. In terms of enterprise resource planning and customer relationship management, the software is a strong business solution that may assist employees in increasing their productivity while also achieving their long-term company objectives in a relatively short period of time.

What distinguishes the Microsoft Dynamics CRM system as a game-changing product?

With the tight connection of Microsoft Dynamics CRM with other Microsoft products, such as the Microsoft Office system and Office Outlook, workers can quickly and easily collect information from the CRM software and enter it into spreadsheets and office word documents with ease.

It provides quick and simple access to your data via framework-sensitive information, allowing you to take the next actions without having to switch screens or fill out forms.

Furthermore, this application finds use in both the public and private sectors, including businesses, the information technology sector, hospitals and other healthcare providers, social assistance organizations, and so on. For example, it is used in professional services such as information technology, legal, advertising, accounting, engineering, real estate, and other service industries, among others. Dynamic CRM finds application at every step of the project lifecycle, including project management, resource management, and customer management.

How to offer self-service assistance with Microsoft Dynamics CRM Services

It is the entire mix of interactions you have proactively enabled for your customers as well as Self Service Portals that helps you provide a better customer experience. Developed on the Dynamics CRM platform and with sophisticated content management capabilities, Dynamics 365 Portals enables you to display, expose, and collect customer data. A Content Management and Portal architecture that is closely linked with your Dynamics CRM customer data, it is known as SharePoint. CRM (Customer Relationship Management) is a powerful, scalable, and customizable platform that enables you to coordinate and automate business operations while also managing the full customer life cycle.

1. Examine in-depth information about customer service.
2. Adapt rapidly to changing consumer opinion in real-time
3. Keep track of your progress in relation to key performance metrics.
4. Knowledge search insights may help you improve your knowledge base.
5. Better Customer Data, Document Provision and Reporting, Transaction Portability, and a Unified Interface for Everyone are all benefits of the unified interface.

However, these considerations and advantages are insufficient to establish whether Microsoft Dynamics CRM is the best option for your company’s specific needs. Microsoft has made significant improvements to its CRM solutions in recent years to better understand the new needs of the industry, and they are dedicated to providing you with the good game at the most competitive prices.

If you’re thinking about buying Microsoft CRM software, there’s some stuff you should keep in mind. First and foremost, make certain that the architectural model of your business is a great match for this system’s specifications. Take into consideration that this particular system works well for medium and small businesses, so if you operate an enterprise of greater scale, you should search for a strategy that is more appropriate to your needs. Preferably select a provider with a significant level of expertise in this area since the experts may significantly impact in the overall success of the installation. So, make an informed decision on your bundle and watch your company grow.

Conclusion:

Although there are many Property CRM and portal alternatives available on the market, Microsoft Dynamics CRM and the Dynamics CRM portal add-on continue to be the industry leaders. They strive to improve the system with each update in order to make it more user-friendly for companies, their customers, and their workers.

Look over these tips on how your small business can have a successful holiday season and gain some perspective on your options. A little research is all it takes to feel merry and bright in no time.

Hold an End-of-Year Sale

Plenty of companies use the year’s end as a way of giving one final push toward their sales goals. The best way of achieving this is with a sale. Of course, you will be dealing with plenty of other companies doing the exact same thing. Try to come at your promotion from a unique angle and offer a discount that does a bit more than entice. In this arrangement, you will find that aiming for volume of sales is far more rewarding than being selecting and pushing for high-cost sales. 

Send Out Cards

For generations, one of the easiest ways business owners have been able to connect with clients at the end of the year is by mailing out notes. Business Christmas cardsare a tradition that consumers love, as it is a sweet gesture that allows the owner of the company a chance to show sincere gratitude to those who have aided in the brand’s success. All you have to do is pick out a card design that you love, write a simple message, and get the cards in the mail as soon as possible.

Start Your Promotions Early

Starting the promotional journey as soon as you can is important for a number of reasons. Companies tend to start planning their marketing strategies for the holiday season well in advance. To stand up to the competition in a real way, you will need to make sure you have a good idea of what your promotional plan will be by the beginning of the fall at the latest. With cards, be sure to wait until right after Thanksgiving to get them in the mail. The sooner the better, but before Thanksgiving can seem like rushing things to most consumers. 

Give Back

Another wonderful way to help your company during the holidays is by helping others. Donating to a charity or taking part in good deeds can help improve the public image of your business and make you feel good about how you’re assisting others in your community.

From mailing out business Christmas cards to helping the less fortunate, there are some great options available to you when it comes to ending the year on a high note. Look at the variety of cards available at Cards for Causes when you’re ready to pick your design, and see how easy it is to get the ball rolling on a classic holiday gesture.

Introduction:

After the pandemic hits the world, the popularity of digital marketing trends is increasing. And this is the reason 90% of the brands are introducing their online portals. For better customer feedback and engagements, you should start using different analytical tools. But do you know these analytical tools are always having an impact on analyzing your ROI?

Yes, for every tool, you are spending a bulk amount of money. But, Undoubtedly you want to get the maximum benefits from the services. Google Analytics is a complete tool where you get every answer related to your marketing queries and the competitive analysis.

Let’s see how google analytics is determining your ROI in a better way.

How Is Google Analytics Improving Your ROI?

Social media users can share your video for better engagement, andwhen you want to attract the maximum number of audiences, you have to focus on determining the ROI. Because more ROI means you will get the maximum number of target-driven audiences.

In 2021 almost 80% of the brands are using content marketing digital trends to improve their consumer’s engagements. And without the Google Analytics tool, these analysis works are going to be very challenging and can not track third parties.

Here are the few steps by which you can determine your ROI and improve your ROI.

• Find the most popular type of content with the same niches online.
• When you have to determine your website ROI, you have to start with the competitor’s analysis of your website pages.
• What should be the frequency of your content publishing? Or attacking the organic traffic, you have to post the content every day.
• Frequent search for videos and content.
• Date and time of the customer’s visit so you can plan your SEO accordingly.
• Your website traffic.
• And content marketing strategies and keywords which are frequently searched by the viewers.
• ROI is not determined only by the progress of the sale. So for calculating the ROI, the views and click rates have a direct impact. And while you are using the analytics, you have all this analytical data from this single platform.
• Your website edit is performed by Google analytics. All the results are shown with graphical representations.

7 Ways To Calculate ROI With Google Analytics

Your website ROI determination is part of your website performance analysis. When you are planning to research your website performances, you have first to start determining all the costs associated with the maintenance of your website.

Here are the seven ways by which you can calculate your ROI with google analytics.

1.   First Determine Your Goal

Your website goal, niches, and objective: these three things are part of the ROI determinations. Through google analytics, you can compare the other web site’s performance and determine your website goal.

This goal analysis is always helping you to target the more highly valued audiences. Your goal and your websites, and your future goals are calculating the ROI. Depending upon your niches, you have to find what should be your future target.

Not only the monetary target, but you also have to find the target for a specific time. This means where you want to see your website after one year or two years and what type of turnover you expect from your website.

2.   Analyses All The Costs Associated With Your Website

Website maintenance and all the associated costs of your website; hence you have to determine. First, you have to pick a specific time zone, which means you can select three or four years of span and calculate all the costs associated with your website maintenance.

These costs analysis is part of the determination of ROI.Google Analytics is keeping your website’s all costs. When you are accessing google analytics, you can see the prices of your websites.

All the costs of your website you have to calculate.Including the SEO tools and the paid advertisement cost. Google Analytics keeps track of all the expenses which are associated with your website, and during the ROI calculation, you can pick the data from there.

3.   Calculate The Value Of The Client

The value of the client’s determination is crucial. When you determine the ROI of the website client’s value through google analytics, you can evaluate every step of your client’s activity.

This is the most significant advantage of using Google analytics. You can see the traveling path of the viewers. This means you can see all the activity of the consumers like the website view rate, time of visit, purchases items, etc.

These all types of parameters are always helping you to determine the value of the clients. Even when the clients are not purchasing anything from your website, they have value for your website.

4.   Your Website ROI

Google Analytics is helping you to find all the analytical parameters like lead generation ratio and your lead’s reactions. The different ways of lead generation are always tracking your website’s performance.

Most digital marketers are using different techniques for lead generations. Like Email marketing, newsletters, texting, and phone calls. Every type of digital marketing strategy has individual numbers of lead generations.

This is why when you are determining the ROI of your website. You have to keep track of these. Then, when you are using google analytics, you can see the whole record with simple one and two clicks. Along with the records, you can see your website performances to determine the exact number for ROI.

5.   Your Website Page Value

When you have a website where you have to calculate your ROI, you always have to calculate the individual page value of the websites. How are you going to analyze the page value? Google Analytics is going to give you the whole idea about the views and click with metric and graphical representations.

For calculating the ROI, you have to start by analyzing the views and click rates of the page. Apart from these, you have to compare the views, clicks, and sales conversion rates if you are handling an eCommerce website. Sales analytics are crucial in evaluating the effectiveness of your site.

These comparisons are going to be very easy and hazard-free when you start using the google analytics tool. This is a single platform where you will get detailed metrics for analyzing your ROI and finding how productive your website is.

6.   Participate In The Engagement Event

Now the audience’s engagement is the ultimate term. Whatever business you are setting up or whatever niche-based website you are taking care of unless you can not give the engagements to audiences. They are not going to visit your website. And for calculating the ROI, your conversion and click rates have a direct impact. Even view rates also have an impression.

For engagement, you always should have participated in e-commerce and lead generation sites. And after you join these types of engagement programs, you have to analyze the feedback of the individual posts.

For example, when you are asking for a submission from your audience. You can see how many of your audiences are interested in your products. And these data analytics have a direct impact on your ROI. And for these result analyses, Google analytics is the best tool.

7.   Analyze Your Viewers Activity

Your viewers are your asset. And the more you learn about their interests and activities. Then, you will be aware of their present market needs. This is why digital marketers are always given the maximum preference to the audience’s reactions and feedback.

When you are using Google Analytics, you will get all these activity data from your single platform. So for ROI and the viewer’s activity, you also get the complete idea about the present trends and the viewer’s requirement, which brings many advantages for improving the future ROI.

Many things are included in the viewer’s activity. For example, the previous purchases items and current search items. These two data are fundamental to tracking the viewer’s movement. By using google analytics, you can go through the search volume. And know the locations from where the viewers are currently showing interest in your products.

Wrapping It Up:

Google Analytics is a free tool. ROI analysis is a significant factor, especially when you want a monetary turnover from your website. And fixed goals determinations are always helping you determine the proper ROI and the lead value of your clients, and whether they’d rather prioritize SEO or design. The best feature of google analytics is that everything will be in front of you with the best representation. So which tool are you currently using? Do not forget to share your opinion in the comment section.

About Author:

Rogen Rosenberger is a professional content writer with years of experience in blogging. He graduated from Stanford University, California, and then started his career in blogging. He contributes to many authority blogs such as Blogsteller, Dream And Travel, Tour And Travel Blog. He also likes to write in many international magazines and journals.

About Author:

Rogen Rosenberger is a professional content writer with years of experience in blogging. He graduated from Stanford University, California, and then started his career in blogging. He contributes to many authority blogs such as Blogsteller, Dream And Travel, Tour And Travel Blog. He also likes to write in many international magazines and journals.

Lead generation is more than just driving traffic to your site; it is also about gathering their personal information. Not in a creepy way, but in a way that makes it easier to follow up with them in order to start a conversation about your offering. By collecting their information, you are able to turn your casual traffic into loyal customers. 

This all sounds fantastic, but you do need to have the right tools in place, the right strategy, and the right team. This is why we put together this post to help you decide what tool would best fit your lead generation efforts. 

The Breakdown of Lead Generation Tools

Before we dive into the lead generation tools we think are best suited for the job, there are a few types of tools to be discussed when it comes to lead generation. 

First, there are email marketing features that help you send out emails to your leads. These tools help you with templates, targeting, intent tracking, retargeting, and more. These are great tools for companies looking to ramp up their marketing campaigns.

Second, there are email address finders. These tools are self-explanatory from their category name. They are tools to help you discover key decision-makers’ email addresses so you can add them to your email marketing list. 

Lastly, there are prospecting and outreach tools. These are tools to help you turn those contacts into leads and then sales. They are typically automated and help you turn contacts and website visitors into leads. 

Now there are more tools than these, but these are the ones we find most important when you are searching for lead generation tools. You can also use CRM’s, sales tools, advertising tools, and more. Those tools are ones that most companies are already using, such as Google Analytics and Salesforce (or another CRM). But when a business is first looking to expand into using lead generation specific tools, these are ones we find extremely helpful. 

Constant Contact

If you have a large list of emails or are looking for email marketing alternatives, Constant Contact has some great features that will level up your email marketing. With some of the highest regarded customer support, you will always have an answer when you are looking for it. They also offer online training and webinars to help your team achieve success. Constant Contact uses beautifully created and customizable templates so your email marketing stays consistent with your business branding. Then use their robust analytics to help track behaviour on your emails in real-time. 

Sendinblue

Sendinblue is a complete marketing automation software that allows you to achieve your email marketing needs and your SMS and chat needs. With a drag and drop builder, you can create a beautiful email design with your own personal touch that your leads will love. With their highly engaging email builder, you can ensure that you are keeping your companies branding consistent and build automated workflows to help your team. With these automated workflows, you can also allow the system to decide when the best time is to send the emails to your list and increase your open rates. 

Hunter

If you are on the hunt for emails and contact information, then Hunter can be a powerful tool for you and your team. Just type in the company’s domain that you would like to identify contract details for, and it will find the email address pattern. Hunter also includes a confidence rating so you can determine which emails are most likely to be accurate and active. Hunter also shows you where the email is sourced from and what those sources are to build your confidence in using the contact details provided. With over 100 million emails indexed, Hunter is a very powerful tool your business can leverage. 

Voila Norbert

Viola Norbert promises to help you find and verify the email addresses you are searching for. You can search for bulk leads by using a CSV file or manually searching for the most interested ones. With up to a 98.5% success rate, you can be confident that the B2B email addresses you are searching for will be indexed within their system. And just to make your life that much easier, Voila Norbert offers a Chrome extension that allows you to search for leads when you need them, easily. After you have found the leads you need, you can then integrate with your favourite tool or CRM and send your leads where you need them to go.

Visitor Queue

A tool we built, Visitor Queue generates a unique tracking script for you to place on your website in order to track visitors to your site. We then filter out any ISPs or network providers and solely show you the anonymous companies that visited your site. With over 98% of your website visitors leaving your site without leaving a way for you to follow up, these visitors can be critical to your business’s success. This is why we not only provide you with the companies that visited your website, but also their visit details, company information, and contacts at that company. We also integrate with over 1,000 CRMs and MAPs to help you get your leads where you need them to go! Now you have the ability to see who was on your site, what they did, and a way to follow up. 

Prospect.io

Prospect.io handles both prospecting and outreach by allowing you to find and verify your prospects’ emails, then reach out to them via email automation. Through their customizable email templates, you can create the email you want and send it to the leads you found and verified. With this all-in-one tool, your appointment setters and account executives can save time jumping from platform to platform and performing the tasks they need in one place. After you have followed up with your leads, you can track all your interaction data within the tool, then integrate it with your data centralization tool to store your data. 

OutreachPlus

OutreachPlus is one of the many multi-purpose lead generation software tools on the market. But it stands out by letting you create, send, track and automate all of your emails. This tool helps you find the best prospects for your future outreach based on responses to your campaigns (past or current). Having this level of intelligence and automation built into the tool you are using allows your team to focus on what they need to achieve, sales. No more running around to different tools and using different strategies to find the best leads. You can now leverage the use of automation and AI. 

How To Decide On The Best Lead Generation Tool

Unfortunately, these tools are not a one size fits all tool. Sometimes other tools like Enterprise League, the business platform for SMEs will benefit you more based on your current marketing strack. This is why it is important to look at the tools you are currently using and identify the gaps in information. By understanding where you can benefit, you can find a tool that fits in that space perfectly. In some cases, you may need one or two (or more) tools to fill the gap in the information you currently have. In other cases, you might just need a way to lookup email addresses and you are set. 

All of these tools allow for a free trial of some sort, and it is important to utilize these as it will give you a real-world, hands-on experience. This will allow you to understand if the interface, data, and compatibility are right for your team and existing tools. Don’t be afraid to try multiple tools and contact their support for any questions you may have. If you have any hesitation during their short trial and it goes unanswered, it could cause headaches down the road. Express your concerns with the tools support team and see if there is a simple solution or a solution at all.

Author Bio

Nick Hollinger is the CEO and Co-founder of Visitor Queue. Currently working with ~5000 companies across the globe including Microsoft and Jones Lang Lasalle. In his spare time, he is also the Game Day Director for one of Canada’s most successful Junior Hockey Teams (the London Knights). Previously, he held Head of Marketing/Sales roles at SMB B2B organizations. A strong believer that hard work beats talent when talent doesn’t work hard. He enjoys sharing his knowledge, experience, and opinion on Marketing, Sales, SaaS, and Entrepreneurship.

These are two easy but powerful tips to follow-up speedily and persistently, and beat your competitors to the punch.

1) Have a living, breathing database

Studies show only 2% of sales close on the first meeting. Despite that, it’s the first touchpoint and it’s your green light to go for the sale.

Never give up early, because 60% of customers say “no” at least 4 times before they say “yes.”

Instead, always think of expanding your knowledge of the prospect’s needs and fears. This starts with an actionable, living contact database.

That database includes customers, prospects, and any contact you’ve acquired.

Ideally, such information is shared among the company, as well. Sharing leads is a scarily progressive idea for sales hunters, but it can completely shift how you sell.

This (hopefully centralized) database needs to have all contacts properly tagged and ordered to track their status.

The CRM is a natural place for it since it already houses so much customer data. And 91% of businesses that have 11+ employees use a CRM. That means you likely use one.

Rather than using it to move leads along and eliminate them, use it to build their profiles and iterate your approach. You should always be feeding your database with new contacts and notes, and keeping it updated. Here’s a quick and free way to do it.

2) Digitize and follow up leads immediately

Trade shows, cold prospecting, and random encounters all bring you new prospects and leads. How do you get their contact information and what do you do with it?

While it’s common to exchange LinkedIn or WhatsApp contacts, business cards remain the most reliable and accurate form of contact data. Always get a business card. Even in remote work, you can get a virtual business card.

Business cards are guaranteed to have highly accurate data. After all, who’s going to make business cards with typos? The whole point is for people to get in touch with you.

They also contain first-party data including name, company, job title, address, and phone number.

Sure beats buying leads or trying to find this info on social media.

Even then, most business cards stay in binders, cases, or the contacts are hidden in individual phone books. Get them into the CRM, the living database immediately. Use a scanning app to do this.

Whether you’re scanning business cards into Salesforce, making contacts in HubSpot CRM, or using another CRM or content manager, scan them. The best apps these days require little to no cleanup of data and they integrate with your CRM.

So, right after you get a business card, scan it in, add a few notes, and get it to the CRM for immediate follow-up and/or nurturing.

In Sum – Build the data and feed it with scanned contacts

When you get your contact data – everyone from the upper-funnel prospect to the thrilled customer – centralized and active, your follow-up churns healthily.

—

Author Bio:

Adam Goulston, MBA, MS, is a US-born, Japan-based writer and digital marketer.

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A new feature called Transactions Approval from Zoho will lower or get rid of mistakes made during sales and purchase transactions within the Zoho Finance apps, the company says.

With this new feature, you and your employees will be able to verify and approve transactions within Zoho Books, Zoho Invoice and Zoho Inventory apps. Having an approval workflow in place will translate into fewer mistakes and more efficient operations.

For small business owners who count on different employees to carry out more than one task, the chances of making mistakes become that much higher. With a manual process, sales and purchase transactions can have conflicting information on them. And often times the mistakes are not recognized until they are further down the pipeline.

By the time the discrepancy has been identified, you might’ve already sent invoices to your customers. This will not only result in more work for your company when trying to repair the damage, but it could also negatively affect the relationships you have with your customers.

Enabling Zoho Transactions Approval Features on the Apps

When you enable the Transactions Approval on the Zoho apps, every transaction can be set up to require approval before it is sent out to customers, suppliers or vendors. Individuals who have been designated to make the approval will be able to verify the transactions and make any corrections if they are needed before they are approved.

Catching mistakes early in the process delivers a more accurate inventory, accounts receivable and overall delivery of products and services to customers and business partners.

Once the feature has been enabled and a transaction is sent for approval an in-app notification is sent to the designated individual. This means you don’t have to make phone calls, send emails or physically locate the contact person to get a signature. They can sign into the app, verify the transaction and make the approval.

Approval Workflow for Your Business

Having an approval workflow in place should improve the productivity of your company and increase the efficiency of the processes you have in place. While in the past this meant physically tracking down the necessary individuals for their signatures, digital technology has eliminated the different pain points associated with the procedure.

If you implement an automated approval system for your business, it can move projects along faster, reduce late payments, ensure deliveries and improve customer service. The Transactions Approval from Zoho does this for your books, invoices and inventory.

If you want to start using Transactions Approval, you can go to the help documentation page of Zoho Books, Zoho Invoice, and Zoho Inventory to get started.

Images: Zoho

This article, “Zoho Transactions Approval Aims to Reduce Mistakes in Purchase Orders” was first published on Small Business Trends

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