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Zoho News, Tips and Tricks

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

Blog entries categorized under Zoho CRM

Zoho CRM

35 posts in this category

Using the Zoho CRM mail merge feature assists with being more productive and efficient

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Monday, 21 July 2014 Category Zoho CRM

Mail merge applications have been around for a long, long time. Back in the day when we started to use word processors, mail merge was built into WP apps. Yeh, I know most of you reading this will not even have heard of word processors, but most of you will also be a lot younger than me!!

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Zoho CRM & improved sales planning, communication and collaboration

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Friday, 09 May 2014 Category Zoho CRM

In 2013 the Zoho CRM document library feature was introduced.

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The Zoho CRM Leads App. Now Available For Android Users

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Friday, 07 February 2014 Category Zoho CRM

Zoho CRM Android users now have the Leads app which converts your Android smart phone to a badge & lead scanner.

So for example at exhibitions and trade shows you can easily capture potential leads’ information which is then automatically uploaded to Zoho CRM.

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Improving Sales Leads With Zoho CRM Webforms and Workflow Rules

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Tuesday, 14 January 2014 Category Zoho CRM

For all sales and service companies acquiring leads is one of the most important areas of their businesses and typical webform uses are for free offers, newsletter signup, quote requests, consultation requests and contact us forms.

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Zoho CRM Delivers Superb Insight Into Your Sales Performance

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Thursday, 26 September 2013 Category Zoho CRM

Zoho CRM reporting delivers improved sales performance information and better sales visibility.

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Zoho CRM Pricing Changes

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Monday, 17 June 2013 Category Zoho CRM

On 15th July 2013 Zoho introduced a new pricing structure for its leading online customer relationship management application, Zoho CRM. There are three significant changes to the Zoho CRM pricing structure and a number of smaller changes to Zoho CRM editions and their features.

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The Zoho CRM Pocket Card Scanner For Your iPhone

by websiteguru
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Friday, 31 May 2013 Category Zoho CRM

This new Zoho app scans business cards and then allows you to save them directly to the Zoho CRM lead or contact modules.

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CRM Best Practices - Be Obsessed About Accurate Prospect And Customer Information

by websiteguru
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Friday, 15 March 2013 Category Zoho CRM

It seems fairly obvious that accurate customer data is essential when running your business, doesn’t it?

And yet when we convert our clients’ data from their existing system, either manual or computerized to Zoho CRM, our experience is that we are very often amazed how many records are inaccurate, incorrect, incomplete or duplicated.

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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
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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 CRM Is A Top Cloud Business App For 2013

by websiteguru
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Tuesday, 26 February 2013 Category Zoho CRM

Zoho CRM has been identified by users as being valuable in terms of improved productivity, reduced costs, increased customers and improved staff satisfaction.

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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
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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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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
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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 CRM And Locating Your Contacts With Your Smartphone

by websiteguru
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Tuesday, 04 December 2012 Category Zoho CRM

Here is a superb handy new smartphone contact locator from Zoho CRM that I wish I had when doing, on average, 90,000 miles a year in my Rover SD1's or the sedate Vauxhall Carlton in the United Kingdom. Pity about the rust in the Rovers, and the optional goldfish bowl as a replacement for the glovebox was a novel feature, but I digress.

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Zoho CRM Workflow Rules And Workflow Alerts Enhancements

by websiteguru
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Friday, 16 November 2012 Category Zoho CRM

Over the last year or so we have been seeing additional features to the Zoho CRM automation features and workflow rules and alerts. Recently there have been further improvements with additional features to Zoho CRM workflow rules using macros and mass updates.

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Zoho CRM Wins New Recognition - The Awesome Application

by Munchkin
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5 years experience sales, marketing, import and export experience for clients in
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Wednesday, 14 November 2012 Category Zoho CRM

The Sleeter Group recently announced that the online customer relationship management solution for small to medium sized companies, Zoho CRM, was selected as one of the 2012-2013 Awesome Applications.

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SMS Alerts From Zoho CRM Using Webhooks

by websiteguru
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Tuesday, 30 October 2012 Category Zoho CRM

The Zoho CRM Webhooks feature allows you to link third party apps to Zoho CRM creating a range of powerful CRM integration functions.

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Zoho CRM For Twitter Enhances Social CRM Collaboration

by websiteguru
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Tuesday, 30 October 2012 Category Zoho CRM

Following on from Zoho CRM for LinkedIn and Zoho CRM for Facebook, you can now further enhance social CRM collaboration with your customers with the introduction of Zoho CRM For Twitter.

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The 2012 CRM Magazine’s Market Leader Award In The Small-Business Suite CRM

by websiteguru
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Wednesday, 17 October 2012 Category Zoho CRM

According to the CRM Magazine the "Leaders", which are the top five vendors, in the Small-Business Suite CRM for 2012 were Microsoft, Netsuite, Salesforce.com, SugarCRM, and Zoho CRM.

Zoho CRM - award winning online CRM solution

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Mobile CRM - Zoho CRM For iPad

by websiteguru
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Tuesday, 10 July 2012 Category Zoho CRM

As part of Zoho's plan to have Zoho CRM accessible to all Zoho mobile business users, Zoho CRM is now a true mobile business app available on the ever popular iPad.

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Automate Repeated Tasks in Zoho CRM Using Macros

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Wednesday, 16 May 2012 Category Zoho CRM

Zoho CRM now has even more automation with the new macro feature that allows you to automate repetitive tasks leaving more time for sales activities.

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Zoho CRM To Facebook Integration - Building Better Relationships

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Monday, 23 April 2012 Category Zoho CRM

Zoho CRM is now integrated with Facebook, which means Facebook profiles of prospects and contacts can be integrated with CRM Leads and Contacts modules, providing a platform to centralise a truly in depth knowledge of your prospects and contacts and relations with them. Social CRM is here to stay!

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Zoho CRM Now Supports Multi Currency

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Thursday, 05 April 2012 Category Zoho CRM

The new Zoho CRM multi currency feature provides you with the ability to easily support business transactions in the global market place, in multiple currencies.

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Zoho CRM Calendar, Checking Availability, And Improving Calendar Management.

by websiteguru
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Thursday, 16 February 2012 Category Zoho CRM

You are currently at the airport waiting for your plane, and, as, your company’s national sales manager, a client calls with an issue that requires an online web meeting to be held within the next two days. You are confident that the regional sales executive and regional engineer that are assigned to this client are available in two days time. In the interest of expedience, and pleasing the client, you make arrangements with the customer to hold the web meeting in two days time...

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You Asked, Zoho Listened - New Features Added to Latest Version of Zoho CRM

by Munchkin
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Saturday, 04 February 2012 Category Zoho CRM

Zoho released their latest user interface just over a month ago and are about to say farewell to the old UI permanently on 6th Feb 2012.

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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
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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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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
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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
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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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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
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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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Zoho CRM Release Mobile CRM iPhone App

by websiteguru
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Monday, 25 July 2011 Category Zoho CRM

Zoho CRM has released the Mobile CRM iPhone App which is a CRM for iPhone application that will provide your sales teams get immediate access when on the go to their Leads, Accounts, Contacts, Potentials and Activities information stored in Zoho CRM.

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How Much Does A CRM System Cost For A Small To Medium Sized Company (SMB/SME)?

by websiteguru
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Monday, 25 July 2011 Category Zoho CRM

Customer Relationship Management (CRM) applications are being implemented on a regular basis by small to medium sized companies.

Just as the benefits of CRM systems vary from company to company so, too, do the costs.  

At CRM Asia Solutions we implement the Zoho CRM applications into small to medium sized companies.

CRM costs break down into three areas; the software, professional services, on going support.

So how do you find out how much a Customer Relationship Management (CRM) system will cost?


When you have defined your business needs and goals you will be able to obtain quotations for:

1. CRM Software Costs.

CRM Asia Solutions sells and support the Zoho CRM application, a solution that is delivered by Software as a Service, and costs US$12 per user per month.      

2. Professional Services Costs.


CRM Asia Solutions' professional services cost from US$500 with the Rapid Implementation Package. For more complex CRM requirements requiring the customization of Zoho CRM costs are typically in the US$2,500-US$5,000 range.

3. On Ongoing Support Costs

CRM Asia Solutions provide their Help Desk Support Plan for just $US399 per year.

 

Contact CRM Asia Solutions for more information on Zoho CRM here, or drop an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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Working with Campaigns In Zoho CRM

by websiteguru
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Tuesday, 31 May 2011 Category Zoho CRM

Zoho CRM now has highly sophisticated Business To Business Campaign Management features so that you can plan, develop, deliver and analyse your marketing campaigns.

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Zoho CRM Provides Free Integrated Online Meetings

by websiteguru
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Saturday, 30 April 2011 Category Zoho CRM

Save Time And Money With the Integrated, Online Virtual Meeting Tool in Zoho CRM

 

Sales Managers can use the integrated online meeting function in Zoho CRM to start instant virtual desktop meetings with new leads and existing customers.

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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
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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
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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
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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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3 votes