Increasingly the SMB clients that Valenta serve wish to bring on virtual staff as CRM platform administrators. Zoho CRM is one of the many CRM platforms we work with and has many features that support our clients’ needs. Administering any CRM platform can be a full time job and it is often a role that SMB clients have not filled before. Because of this work, we are frequently providing Zoho administrators and Zoho Consultants. Leveraging virtual staff and outsourcing used to be only something large enterprises could entertain working with giant consulting firms. Valenta focuses on providing smaller teams or individuals to fill gaps within our SMB clients.
There are many excellent reasons to outsource and seek out virtual Zoho administrators. In this article we will highlight 5 key benefits of virtual Zoho administrators that our clients have experienced.
Before we get into the 5 benefits let’s take a quick look at what a Zoho administrator does.
Role of Zoho Administrator
A Zoho administrator will on a day-to-day basis take care of a business’s Zoho implementation.
A Zoho administrator will maintain the platform as their primary focus and make sure that every user within a company is able to leverage Zoho to its maximum capacity. They will work with all levels of employees within a business and will be able to provide value to CRM users regardless of their technical level of expertise.
A Zoho administrator will stay updated on the latest Zoho capabilities and updates, and make sure that a platform is up to date and current. A Zoho Administrator will also be able to customize fields within the CRM for the specific requirements of that company’s business. They will also assist, manage and create dashboards and reports for a business so that it can accurately track metrics and results. There are many Zoho CRM benefits, and an administrator will ensure that they are realized. In short, they will maximize the investment in the CRM platform.
5 Benefits of a Virtual Zoho Administrator
1) Focus on the Core Business
One of the first benefits of a virtual Zoho administrator our clients find is being able to have their employees focus on the core business. We have “rescued” many staff who were charged with managing the CRM but who had no prior knowledge and had to learn it and become experts from ground zero. The staff we rescued were typically key contributors who were taken away from roles they exceled at. Many were not the best CRM administrators although they might have gotten there over a couple of years. Their reassignment to this role often resulted in the previous role they were in being done sub optimally. The net of all this was business ended up with 2 subpar performers. When a company leverages outsourced Zoho administrators the opposite occurs, businesses bring on a CRM expert plus they keep current expert staff in the roles they master. Keeping people in the best roles for their skills is a powerful reason for SMB clients to take advantage of virtual Zoho administrators.
2) Acquire Needed Skills
Another of the benefits of outsourced Zoho administrators is making sure a business has someone in charge of its CRM with the latest expertise and credentials from Zoho. The Zoho administrators we provide have deep knowledge of Zoho and have multiple certifications on the platform. Nearly all have worked on Zoho and other CRM consultations. One of the great strengths of Zoho is all the additional components it offers in addition to the core CRM platform. Our administrators have knowledge and skills in all of these. Some of these solutions include Zoho Mail, Zoho Books, Zoho Creator, Zoho Sprints, Zoho Cliq, Zoho Finance Plus, Zoho Workplace, Zoho People Plus, Zoho IT Management, Zoho Campaigns, Forms, Sales IQ, Survey, Social, Commerce, plus the Zia AI tool.
3) Complement Existing Staff
Another of the benefits of virtual Zoho administrators is that they are an extension of a business’s staff. They work full time hours 4 weeks a month, 52 weeks a year. They are available by phone, chat and email and are no different in their interactions with other staff than any other work from home / WFH type workers. The staff we provide at Valenta are working in service centers and working with other virtual staff providing Zoho administration to other clients. The cross pollination with other CRM admins, plus being virtually embedded with client companies really is the best of both worlds. Because our staff are virtual employees of one business, they get to know the client and can customize the Zoho platform to that particular company and that specific set of users.
4) Reduce Costs
The economic benefits of virtual and offshore staff can be significant. These reduced costs can have a direct impact on bottom line profit numbers. A great place to research salaries for different roles is Glassdoor. We did some research in preparation for this article and found that Glassdoor Salary report states that the annual salary for a Zoho Administrator in Los Angeles CA is 65K USD per year. Valenta monthly rates for offshore virtual staff for Zoho administration are typically half to one third of what a salary would be for personnel on shore. When you add to that, the costs in terms of taxes, health insurance, and infrastructure in the form of laptops, desks, etc., … the savings can be monumental. When you combine the fact that it costs less to outsource and offshore a Zoho administrator with getting somebody who is up to date on the latest and greatest from Zoho, … it can be an easy decision to take.
Virtual Zoho administrators can flexibly provide staff with CRM skill sets and experience on an as needed basis. At Valenta, all of our software administrator roles and services are contract based. They are flexible and run month to month This flexible aspect of outsourcing is quite different than the employer employee relationship, … which is much more rigid and inflexible. The employer and employee relationship is also one that comes with some risks and liability. This risk is mitigated by the contract aspect of outsourced Zoho, CRM and other software administrator relationships.
Want to Learn More?
If you would like to have a conversation to determine if your business could realize the benefits of virtual Zoho staff augmentation, we are available for a no charge consultation anytime. Please feel free to reach out to your local Valenta Managing Partner to determine if this will be a good fit for your business. Hiring an administrator inhouse and locally can be an expensive proposition for many businesses. Converting somebody on your own staff to being a CRM administrator also might not always be the best use of their skill set. When you add those factors to the lower cost of virtual staffing and its flexible nature it can all add up to a conversation worth starting. Valenta specializes in providing full-time staff for many software admin and technology positions. We have Managing Partners in many different cities across the US, Canada, the EU, Australia and more. Valenta has an established service center presence in Bangalore India, one of Asia’s prominent tech centers. We also have additional service centers in Malaysia, the Philippines, the Caribbean, and new planned service centers in Latin America, and Eastern Europe.
Please read our recent blog What to think about when outsourcing a Zoho administrator
Contact Us on this topic or any other Consulting or Staff augmentation services