A solid and cohesive team is one of the most important things when you are building your business. If your employees work together and communicate well, projects run smoothly, staff morale is higher, overturn is lower, and people actually enjoy doing their work. While the Zoho suite has many ways to organize and streamline your business practices, it also has ways that you can encourage employees to engage and collaborate. Enter, Zoho Connect, a social media platform created for businesses to bring teams together.
When Zoho says that it has millions of users, the company is really talking about its email software. Yes, there are plenty of people and companies who use its other business apps, but Zoho Mail is by far the company’s most popular application. Here are five things you need to about it:
You can use it with any email software
Think of Zoho Mail like Gmail. When you sign up for an account, you can then use the email service through any browser and an any device you choose: from Apple to Google to Microsoft. There’s also a very strong mobile application. But if you want to connect your existing email software, Outlook or any other, you can do that, too. Zoho Mail allows you to use it as an email server for your company as well, so you can keep your domain name when you send and receive emails from customers or others that you’re doing business with.
There are several ways to send e-mail messages to your contacts. Creating templates for e-mails that are sent often such as requests and form letters, streamlines how you send them. Read More
If you repeatedly send the same outgoing messages such as requests, acknowledgments, or any type of form letter, you can create e-mail templates to simplify the process. Read More
Salesforce has many ways to send email directly from records. You can automate templates, create letterhead, and send customized notifications. Read More
Groups are static and based on membership. Filters and SQL queries, on the other hand, are dynamic and based on the field criteria by which they are built. Creating a group based on a filter or query allows for a stable list of contacts (originally based on field criteria) that can be added to or removed from by manually adding or deleting a contact’s membership to that group. Read More
When you are not sure of the location of a client or vendor, you can configure the GM+View tab to display directions based on the address of a contact record. Read More
There may be times when you are in need of quickly viewing a picture. Some examples would be a picture of a person to verify their identity or images of property you are insuring.
Linking the image on the Links tab is helpful as you can view it in the Preview Pane. But if you have many linked documents and don’t want to search, you can display the image on the GM+View tab so it can be accessed with a click of the tab. Read More
When it comes to Zoho mapping fields and lead conversion mapping, there is a lot to learn. If you’ve attempted to map a custom field in a lead record to a standard field in either the deal, contact, or account record, you may have encountered a somewhat common issue that some Zoho CRM users come across: the matching field you’re looking for doesn’t show up as an option.
Troubleshooting issues with Zoho mapping fields
In order to solve this issue, the first step you’ll want to take is confirming that both fields are the same type of fields.
For instance, if you’re attempting to map a field that’s categorized as a single line field, these are the only types of fields that will show up in the target module as choices in the Zoho mapping fields screen.
Many don’t realize this, but Zoho, the company best known for its CRM and other office productivity applications, also offers a contact management option called Zoho ContactManager.
Does this make sense? It may very well. That’s because – and this may also come as a surprise – for many of our Zoho CRM clients, the Zoho ContactManager would be a better application for their business than a full-blown CRM product. Why? One word: overkill.
