When using Lighting the Activities Sidebar can be customized to fit your needs. Fields can be added and removed much like in traditional layouts for each of the tabs (e.g, New Task, New Event, Log a Call, and Email). The position of the fields on the data entry screen can also be customized. Read More
Trying to search History records can be daunting. Using Groups on the History tab will group the records by the field you choose, such as Activity or User. Read More
Keeping your data clean is an important task. One way to keep Detail or Profile records clean is to check on what Types have been created and how many records for each. The default Detail(Profile) types are E-mail Address and Web Site. Others are defined by you when you configure a new Detail record. Read More
When reviewing the health of your data in general or when doing an email merge, it can be helpful to check for duplicate email addresses. Read More
The Zoho business suite is a small business’ one stop shop for all of their program needs. If you are using programs in Zoho such as Books, CRM, or Inventory, using Zoho Invoice should be a no-brainer. So what does this program do, and why should you use it?
Are you thinking of learning Zoho CRM all on your own?
If you are, it’s fine. We have plenty of clients who take on their training independently and I respect that. In fact, the videos that we offer on Marks Group Live are there to supplement your in-house training. They also provide advice, tips and tricks for using the application well. If you decide to self-train you may be fine. But there are some big pitfalls that you should be aware of. For example…
Back in the day people would build their databases using products like Microsoft Access or Filemaker. This evolved. Now software companies like Intuit makes Quickbase and Zoho makes Zoho Creator. These do the same things with one huge difference: they’re in the cloud.
Because Zoho Creator is a cloud based app creator you can build your own systems completely from scratch in a hosted environment that can then be accessed by whoever you want wherever they are and the app can be integrated into other cloud based applications, particularly Zoho applications.
Any person in sales knows the grind… you have a sales target to meet by the end of the week/month/quarter, and you do what you need to do to meet that goal. Sometimes it’s stressful, sometimes it’s easy, and sometimes it’s downright boring. It can be serious work meeting your goals, but I guess that’s why they call it “work” and not “have fun all day”. But even when you have to work, there are ways you can make it more exciting- enter Zoho Motivator.
What is Zoho Motivator?
Zoho Motivator is an insight driven application that is meant to motivate (duh) your sales team. Motivator “gameifies” your sales and has many interactive features like a leaderboard, contests and scorecards, to make sales fun and encourage your team to take their sales to the next level. With an application like Zoho Motivator, you can engage your sales team, which can improve productivity. When a member of your staff feels motivated and excited to come to work, you can build a team that is dedicated and excited about the work that they do.
What Else Can This Program Do?
Beyond making sales fun, Zoho Motivator is a great place to collect sales data. Motivator tracks each salesperson’s process, and can see how long it takes them to close deals. If once of the members of your team is having trouble closing a sale, motivator will analyze the pattern of that employee and see where they get stuck. With some simple coaching, and the data from Motivator, you can take your sales team from great to amazing.
Build Confidence with Motivator
You can also track and display you team’s accomplishments with Motivator’s leaderboard. You can create short term and long term “contests” to see who can sell the most in an allotted period of time. Motivator even has a live ticker tape function that allows your team to display up to date sales as they close. Build morale by celebrating every sales milestone in real time.
Integrate with the Zoho Platform
Like every other Zoho application, Motivator easily integrates with the Zoho suite of products. In the case of Zoho Motivator, this is most helpful when you integrate with your Zoho CRM. Information from your sales and deals can automatically map over from each program. Also in Zoho CRM, there is a feature called “gamescope”, which incorporates the games and incentives that are set up in motivator.
The Marks Group offers expert-led Zoho training and support on all Zoho apps and products. Contact us at info@marksgroup.net to find out more and check out our YouTube video library!
One of the greatest things about the Zoho One business suite is that you can customize all of their applications to meet your production needs. While these programs are highly customizable, there is still a limitation on the applications in the suite… so what if your business needs something else? Unique businesses deserve unique platforms for all of their professional requirements. Enter Zoho Creator.
You can merge a document template for a single object (e.g., Account, Contact, Lead, etc.) or you can perform a mass mail merge using records from a view. Accounts, contacts, leads, cases, opportunities, and custom objects are supported. If the custom object has a master-detail relationship with opportunities, the primary contact for the opportunity is selected by default. Read More
