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Zoho News, Tips and Tricks

Zoho news, tips and tricks for the full suite of Zoho online business solutions.

Viewing entries from crmguru
crmguru

crmguru

10 years of CRM experience, 5 years as a Zoho admin level user.

Guru in Zoho online business apps and online Zoho training.

Interests include internet technologies, especially online business apps and social media.

When not blogging I enjoy swimming, scuba diving around Asia, mountain biking and any kind of outdoor pursuit.

Zoho Books Business Intelligence Platform

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Tuesday, 19 July 2016 Category New Zoho Products and Features

Zoho Reports, which is the online BI (business intelligence) app from Zoho, is now integrated with their online accounting software, Zoho Books.

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Recent DDOS Attack on Zoho

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Wednesday, 11 November 2015 Category News

If you have recently been suffering from intermittent issues on your Zoho account, it is related to a so-called "DDOS attack" on Zoho's servers. Zoho have issued the following formal statement explaining what this is as well as (of course) their apologies...

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Time Tasks More Efficiently

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Friday, 16 October 2015 Category Zoho Projects

Zoho Projects now has a new timer widget to help users time tasks more effectively.

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Motivation Management with Zoho Motivator

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Friday, 16 October 2015 Category New Zoho Products and Features

Zoho Motivator is the latest app to come from the clever fellows at Zoho and it is an app specifically designed to work with Zoho CRM to 'gamify' CRM data to help motivate sales teams.

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Add Tasks to Zoho CRM and Zoho Projects in One Click

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Thursday, 14 May 2015 Category Zoho Survey

Turn your CRM into an even more effective task management tool.  This neat feature allows you to add tasks to both Zoho CRM and Zoho Projects apps in just one click.

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Zoho Release New Expense Tracking App

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Tuesday, 28 April 2015 Category New Zoho Products and Features

Zoho have just released their latest app, Zoho Expense, designed to make expense tracking that much easier on the go for sales managers.

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Using Voice Notes on Meetings in Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Tuesday, 28 April 2015 Category Zoho Tips and Tricks!

"Mobile is going to be one of the most important focus areas for the company this year" said Raju Vegesna the Zoho evangelist in 2012, and it looks like he was right! Check out how to add voice notes from your mobile device directly to meeting notes in Zoho CRM.

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New Zoho Reports Interface and Functions are AWESOME

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Thursday, 12 February 2015 Category Zoho Survey

The new functions and user interface of Zoho Reports online reporting app are really cool. We have been playing around for some time now but to give you a taste of what to expect take a look at Zoho's own video below.  The drill down and KPI widgets look really awesome!

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Zoho Projects Widgets Give a Snapshot of the Project You Are Working On

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Tuesday, 30 September 2014 Category Zoho Projects

If you use Zoho Projects online project management software then why not make use of the widget function to get a snapshot of the project you are working on?

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1 vote

Zoho Recruit Integrates with Zoho Reports to Provide Detailed Recruitment and Applicant Information

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Monday, 01 September 2014 Category Zoho Reports

Zoho Recruit is a powerful applicant tracking system designed for employment agencies and recruiting departments to manage job vacancies, C.V.s, candidates and contacts more promptly and proficiently.

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The Gantt chart, one of the main functions of Zoho Projects, gets new features

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Friday, 29 August 2014 Category Zoho Projects

A few months ago I mentioned in a blog some new Gantt chart features in the project management application, Zoho Projects and at the same time delivered a short history talk on the Gantt chart.

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Mobile Zoho Support delivers a better customer experience by providing impressive client support from anywhere

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Tuesday, 24 June 2014 Category Zoho Support

Zoho Support is the web based customer support application that provides your clients with a much improved customer service experience. This Zoho business app can be customised for your requirements, is very easy to use, competitively priced and has been designed for SMBs.

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The Zoho Support help desk software introduces ticket tags

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Friday, 16 May 2014 Category Zoho Support

The online Zoho Support help desk application now supports ticket tags which you can use to improve the filtering of  ticket categories.

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More Features For The Cloud Based Online App Zoho Survey

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Monday, 31 March 2014 Category New Zoho Products and Features

With Zoho Survey you can straightforwardly create & manage accomplished online, offline & mobile optimized surveys. By requesting your clients and prospects to let you know what they think about products and services you will obtain vital feedback to improve the way your company operates.

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1 vote

New Zoho Books Provides SMBs With An Easy And Smart Way To Manage Finances

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Wednesday, 05 February 2014 Category Zoho Accounting Solutions

For SMB owners who have a reasonable handle on accounting principles, or have access to a part time bookkeeper then they should check out Zoho Books.

At only US$240 per year for subscription fees, or US$24 per month, Zoho Books provides SMBs with an unlimited number of users to manage their business finances.

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New Features on Zoho Project Mobile App

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 07 September 2013 Category New Zoho Products and Features

Forget being chained to your desk to manage your projects, use Zoho Projects online project management software and the now free mobile project management app to manage teams and projects, share information and files, track task status and add task comments, even log time spent at billable client meetings or project tasks.  And Zoho have just released a bunch of new features to this ever improving mobile collaboration app.

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1 vote

Synchronisation Enhancements Between Zoho CRM and Zoho Invoice

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Monday, 02 September 2013 Category New Zoho Products and Features

The latest enhancement for the Zoho CRM to Zoho Books (and Zoho Invoice) synch process allows you to automatically create a Quotation as soon as a sales potential is created in the CRM.

What does this mean in English?! In a nutshell: better sales automation, simplified sales processes and reduced sales times.

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File Cabinet Updates in Zoho People

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 17 August 2013 Category New Zoho Products and Features

A short time ago Zoho introduced the 'File Cabinet' module in its online HRIS software, Zoho People, which is designed to centralise company documents such as policies, training manuals and so on.

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New Bug Tracking Features in Zoho Projects

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Friday, 16 August 2013 Category Zoho Projects

If any of you have seen a funny little red insect crawling around the top right part of your screen lately when using Zoho Projects, have no fear, it is not an infestation! No, it is a rather novel way by the guys at Zoho to draw attention to yet more cool functions on their online project management software, Zoho Projects, this time on the so-called bug tracker module... get it?? Of course you do!

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1 vote

Daily Subscriber Alert in Zoho Campaigns Email Marketing Software

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Friday, 16 August 2013 Category Zoho Campaigns

Zoho Campaigns recently rolled out a quick enhancement in their email marketing software to alert list administrators of new subscribers.

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New Blog Summary Function on Zoho Sites

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Wednesday, 14 August 2013 Category New Zoho Products and Features

Zoho have released a new blog summary function in their online website content management solution, Zoho Sites.

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1 vote

Zoho Support Sports a New Interface for Reporting and Products Modules

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Sunday, 04 August 2013 Category Zoho Support

Zoho Support have a new interface for a couple of functions to provide easier reporting and product categorisation.

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Increase Subscriptions by Promoting Multiple List Signups

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Tuesday, 30 July 2013 Category Zoho Campaigns

It's often a good strategy to allow users to subscribe to more than one list in a newsletter subscribe form, a kind of 'upselling' of your other email lists if you like.

Here's how to do it in Zoho Campaigns.

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Sending Repeat Email Campaigns to Recipients Who Did not Read the Initial Campaign

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Wednesday, 17 July 2013 Category Zoho Tips and Tricks!

Tip of the Day: Zoho Campaigns online email marketing software allows you to quickly send repeat email campaigns specifically to those recipients who did not read your original campaign. Here's how.

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Zoho Survey - Online Surveys are Now Easier than Ever

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 13 July 2013 Category New Zoho Products and Features

Zoho have released their latest online business app, called Zoho Survey, a simple and affordable online survey software solution.

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1 vote

Dropbox Integration for Zoho Docs

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Sunday, 30 June 2013 Category Zoho Docs

Zoho Docs are currently beta testing the latest function in Zoho Docs, integration with Dropbox!

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Click to Send your Campaign Directly from the Email Approval

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Thursday, 09 May 2013 Category Zoho Campaigns

As part of your email marketing campaign Zoho Campaign's services include a check on all outgoing email campaigns for compliance to spam regulations. The 'Send Campaign' button in the email you receive from Zoho stating your email is 'good to go' makes it much easier to send a campaign directly from the email approval.

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Zoho Projects For Timesheets & Billing

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Sunday, 31 March 2013 Category Zoho Projects

We have been receiving lots of enquiries lately about whether Zoho Projects can be used to record team timesheets, and also importantly, be used to bill clients for the time worked on certain tasks. For example, for change requests that arise during the project that affect scope and schedule and cost. Read our blog about this highly useful function in Zoho Projects to learn more about the timesheet and integrated billing functions.

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1 vote

Automatically Adding Contact Notes To Zoho CRM Using Evernote

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Monday, 04 March 2013 Category Zoho CRM

Cloud Works' connector for Zoho CRM updates customer notes automatically when you record a client note in Evernote using your mobile device, notebook, desktop or smartphone.

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Zoho Announce The Zoho CRM Online Storage Document Library

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Thursday, 31 January 2013 Category Zoho CRM

The Zoho CRM document library provides you with an excellent online storage solution for all of your marketing and sales collateral.

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Zoho Sites - Has to be the Easiest CMS Around

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 26 January 2013 Category Zoho Sites

Zoho Sites, the online cloud based website Content Management System from Zoho has to be the easiest CMS we have come across.

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1 vote

Target Email Campaign Readers with Follow Up Campaigns

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Monday, 31 December 2012 Category Zoho Campaigns

Zoho Campaigns, the online email marketing solution from Zoho, now allows you to send follow up emails to recipients of your original email campaigns.

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1 vote

Improve Customer Service with Zoho Support Time Based Functions

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Tuesday, 25 December 2012 Category Zoho Support

Workflow automation in Zoho Support online HelpDesk software features time based actions based on business hours and non-business hours, i.e. calendar hours that are designed to make your customer support team both more effective and proactive.

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Import Data Automatically To Zoho Creator From Access And Excel

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Monday, 10 December 2012 Category Zoho Tips and Tricks!

You can now automate the import of data into Zoho Creator from Access and Excel files. This means much faster import of legacy systems and no more rework or expensive implementation projects getting your offline systems into the cloud.

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Searching CRM Data via View Column Filters

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Friday, 07 December 2012 Category Zoho CRM

Want to enhance your custom Zoho CRM 'Views' still further? Use the search filters on module column headers to search your data and get the information that matters to you quickly and efficiently.

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Zoho People Online HRIS Software Now Has New UI

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Thursday, 15 November 2012 Category New Zoho Products and Features

Zoho People is online Human Resource Information System (HRIS) software that helps a business manage employee information in the cloud. Now with a new look and feel, Zoho People is definitely an app to take note of!

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Hits: 1950
1 vote

Zoho Campaigns - Improve Email Marketing Subscription Rates with QR Codes

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Monday, 01 October 2012 Category Zoho Campaigns

Use QR codes to make it easier to get more subscribers via mobile devices to your email marketing lists!

This is a feature included in Zoho Campaigns online email marketing software that we thought was pretty cool: email list QR codes make it easier for people to subscribe to your email marketing lists...

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1 vote

Access your Zoho online Business Apps via the Zoho Mobile Website

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Thursday, 20 September 2012 Category Zoho Tips and Tricks!

In addition to various mobile business apps, downloadable from the iTunes or Google Play stores, several Zoho apps are now available on any mobile device, via the Zoho Mobile website.

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1 vote

Zoho Support Gets Social - Integration with Facebook and Twitter

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Wednesday, 11 April 2012 Category Zoho Support

With over 800 million users, companies all over the world are looking at harnessing the power of Facebook and other social apps like Twitter.

Zoho Support (online HelpDesk solution) has a new social integration function that synchronises comments and feedback posted by customers / prospects on your business Facebook page and Twitter account right into your Zoho Support HelpDesk as tickets allowing you to use social channels as business support apps.

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1 vote

Creating Dynamic Links to Social Media and Other Websites in Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Monday, 19 March 2012 Category Zoho Tips and Tricks!

Zoho CRM has a new function to allow you to create dynamic links on any module records allowing links between your CRM and third party websites such as Twitter, Facebook and LinkedIn.

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1 vote

Exporting Segments of Data from Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Wednesday, 07 March 2012 Category Zoho Tips and Tricks!

Zoho CRM can be used to segment and export data such as leads, contacts and other data, which can then be used in other software, for example in email marketing apps. Here's how...

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1 vote

Zoho Projects Makes Online Task Management Easier

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Monday, 23 January 2012 Category Zoho Projects

As a Project Manager you need to organise your own and your team's tasks. Task owners need to then manage them and ensure they get completed so that you can track progress and report back to the client/stakeholders.  All too often though, you may find yourself doing more task management than project management, and before long the people management, issue and risk management and worse still, delivery of the project start to slip! Zoho Projects newest feature improvement can help you keep task management time to a minimum and can help you focus on delivering the project.

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Hits: 4177
1 vote

More Flexible Functions in Zoho CRM Email Module

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Friday, 13 January 2012 Category Zoho CRM

The latest version of Zoho CRM has many subtle improvements as well as new functions and features. Here's another one that provides more flexibility in creating personalised email templates for email marketing or sales process emails.

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1 vote

Week One of the New User Interface of Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 17 December 2011 Category Zoho CRM

So, it has been a few days of the new user interface of Zoho CRM, how are you finding it? OK, we hope. Like anything that changes after being established for a few years, it may take some getting used to but here are a few of the new features and also latest functions that have been incorporated into the new look Zoho CRM as well as a video showing highlights...

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Zoho CRM Gets a Makeover

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Wednesday, 07 December 2011 Category Zoho CRM

We are pleased to announce that Zoho CRM is about to launch a completely new user interface (UI), which will make the increasingly popular online CRM solution easier to use and bring it inline with the UIs of many of the other Zoho business apps, which are being integrated one by one, providing a truly powerful suite of online business solutions.

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1 vote

To Convert or Not to Convert, This is the Process

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Thursday, 15 September 2011 Category Zoho Tips and Tricks!

"When do I convert a lead?"  

This is the most common question we hear when doing Zoho CRM training related to leads.

Instead of struggling with the "when", focus on the how and implement a simple policy to help act as a guideline so that your lead conversion and sales process are streamlined and efficient.

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1 vote

Creating Custom Views in Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 03 September 2011 Category Zoho Tips and Tricks!

A 'view' in Zoho CRM is a filter, available on every module, which if used properly can be a great way to increase productivity and get access to accurate information.

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1 vote

Integrate a Company Intranet with Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 03 September 2011 Category Zoho Tips and Tricks!

Zoho offer a suite of online business tools, including Zoho Wiki, which is an online wiki solution that allows you to quickly and easily create an organisation wiki without any technical knowledge or hardware or software.  You can even integrate Zoho Wiki into your Zoho CRM to allow relevant teams to manage wiki information keeping your teams up to date and informed on all corporate matters...

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Hits: 4175
1 vote

How to Insert Web Tabs into Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Thursday, 11 August 2011 Category Zoho Tips and Tricks!

Web Tabs allow you to link embed websites or even third party apps like Accounting or HelpDesk apps within your CRM, giving your teams a truly multi purpose portal at their disposal.

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2 votes

Zoho Phonebridge Allows you to Integrate Zoho CRM with PBX Systems

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 30 July 2011 Category Zoho CRM

Zoho CRM can now be integrated with your PBX system to efficiently log incoming and outgoing calls, providing an integrated CRM PBX solution for fast and efficient call operations.

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Hits: 4355
1 vote

How To Add a Date Range as a User Filter on Zoho Reports

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Sunday, 24 July 2011 Category Zoho Tips and Tricks!

A new feature in Zoho Reports allows you to add User Filters on the fly, based on any field in your reports database. Here are the steps to add a Date filter in your Zoho Reports database.

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1 vote

How to Embed a YouTube Video to Your Zoho Wiki Page

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Sunday, 10 July 2011 Category Zoho Tips and Tricks!
Zoho Wiki has a versatile range of 'widgets' that you can embed in your corporate intranet, school website or wiki. One of them is the function to embed YouTube videos. Here's how... Tags: Untagged
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Hits: 11271
1 vote

Creating Email Templates in Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 11 June 2011 Category Zoho Tips and Tricks!

Zoho CRM allows administrators to create email templates that can be used to increase the efficiency and professionalism of your sales teams.

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Hits: 6775
3 votes

How to Log Calls and Report on Calls in Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Sunday, 15 May 2011 Category Zoho Tips and Tricks!

Logging sales calls is so easy in Zoho online CRM, which means your sales team can get on with what they do best: selling. Zoho CRM comes with an inbuilt call logger, with automated timer, options to make the call billable, and even a standard call report for Sales Managers. Here's a step by step guide on how to log a sales call in Zoho CRM.

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3 votes

How to Start an Online Meeting in Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Sunday, 15 May 2011 Category Zoho Tips and Tricks!

Logging sales meetings couldn't be easier in Zoho CRM, the powerful online CRM solution and flagship of the extensive suite of Zoho business solutions. And, with built in online meeting (screen sharing) functionality, your sales team have the ability to give instant online demos to prospects/customers. Here's how to start an online meeting direct from your CRM.

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Hits: 3883
3 votes

Filtering Recipients on an Autoresponder in Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Sunday, 08 May 2011 Category Zoho Tips and Tricks!

Zoho CRM autoresponders allow you to carry out automated email campaigns on leads or contacts. Here is a useful tip on how best to manage the recipients in your autoresponder list.

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Hits: 4104
4 votes

Ten Tips for Giving Effective Online Meetings

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Tuesday, 03 May 2011 Category Zoho Tips and Tricks!

Online meetings are not like normal meetings.  You cannot judge body language as well as you can when doing them face to face, you cannot always see your participants, you need to rely a lot more on technology, which can have glitches. Here are a few tips to help you on your way to hosting effective online meetings.

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Hits: 4595
3 votes

Zoho CRM - Creating a Web to Lead Form

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 16 April 2011 Category Zoho Tips and Tricks!

Create a Web to Lead Form in Zoho CRM and Capture Leads From your Business Website

 

If you have wondered how to increase the efficiency of your business website then why not consider using Zoho CRM to increase sales efficiency by capturing potential leads directly from your website.

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Using Formula Fields and Custom Reporting for Sales Commissions

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Monday, 11 April 2011 Category Zoho Tips and Tricks!

Use Formula Fields and Custom Reporting in Zoho CRM to Calculate and Report on Sales Commissions

 

The tremendous flexibility of Zoho CRM web based CRM solution allows you to improve sales and accounting workflow by creating custom formula fields, CRM workflow and customised reports that can be used to automatically calculate and report on commissions owed to sales managers.

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Zoho Docs - Email Documents Directly to Your Folders

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Tuesday, 22 March 2011 Category Zoho Tips and Tricks!

Email Documents Directly to your Zoho Docs Online Document Management Solution

 

Zoho Docs, the online document management solution from Zoho, provides a great feature that allows you to upload documents without even logging into Zoho Docs. Save time, centralise documents, collaborate with your team.

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Managing Client Support Contracts in Zoho Support Online HelpDesk

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Friday, 18 March 2011 Category Zoho Support

Managing Client Support Contracts in Zoho Support, the Powerful Online HelpDesk Tool from Zoho

 

Using Zoho Support, the web based call centre and help desk app from Zoho, you can manage your clients who pay for yearly support plans by setting up a notification alert to one or more support reps regarding upcoming contracts that are due for renewal, helping smooth invoicing and payment procedures between your accounting teams and clients.

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Submit Track And Fix Issues With Zoho Projects Bug Tracker

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Wednesday, 23 February 2011 Category Zoho Projects

Zoho Projects Bug Tracking Module for Managing the Software Development Life Cycle, Online

 

Zoho Projects Bug Tracking module is great for managing software projects online. It helps project members submit, track and fix the bugs and issues that software projects generate and in turn allows software managers to centralise and close issues through the software development lifecycle (SDLC).

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Zoho Projects Integrated with Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Tuesday, 22 February 2011 Category Zoho CRM

Create Projects for your Customers Online and Monitor from Zoho CRM

 

Check out the new Zoho Projects integration to Zoho CRM!  Zoho Projects Integration helps you to create projects for your clients from within your CRM account. Additionally you can monitor the status of your projects from the Accounts, Contacts or Potentials modules.

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Zoho CRM and Zoho Writer Now Integrated - Create Mail Merge Documents from your CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Wednesday, 16 February 2011 Category Zoho CRM

Zoho Writer Integrated with Zoho CRM!


As part of their drive to fully integrate their extensive suite of online business tools Zoho have now integrated Zoho Writer into their award winning online CRM tool, Zoho CRM, allowing you to create merged documents from your CRM data quickly and easily.

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Zoho CRM Integrated with Active Campaign Email Marketing Solution

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 12 February 2011 Category Zoho CRM

Active Campaign Integrates Zoho CRM to their Email Marketing Solution

 

Zoho CRM is now integrated with Active Campaign's 1-2-All email marketing solution, which means you are now able to use this powerful and world renowned email marketing solution together with Zoho CRM to allow importing of your Zoho CRM contacts directly to 12All in just a few clicks.

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