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Jan 23

Zoho Document Management

By CRM, Zoho, Zoho CRM No Comments

Zoho document managementWhen it comes to Zoho document management, Zoho CRM users will generally have two options.

Attachment to a record

The first is as an attachment to a record.  This is the preferred method if the document is related to a specific record and it is needed for reference only.  For example, a home inspector might use Zoho CRM to manage their business, and use the accounts module to store the properties they inspect.  A home inspection report performed on a specific property could then be “attached” to that property record within the account module by opening the record, hovering over attachments in the left gray nav panel, and clicking on the “+” symbol. Once attached, a document can be viewed, downloaded or deleted. Read More

Jan 21

4 Must-Have Zoho App Integrations

By CRM, Zoho, Zoho CRM, Zoho Tips No Comments

Must-have Zoho app integrationsA cloud-based CRM system, like Zoho, allows for users to integrate some of their favorite third party tools and apps. Whether you’ve just signed up for Zoho or you’re thinking about signing up, you may be wondering what add-ins will help enhance your CRM system the most. We recommend the following as must-have Zoho app integrations:

Data Integration

There are various tools out there that Zoho users can use to automatically read their system’s tables, which can then allow users to write and read information in and out of both systems. With the data integration tools that exist nowadays, you can accomplish almost anything.
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Jan 18

Top 5 CRM Systems For Your Small Business

By CRM No Comments

Top 5 CRM systems for small businessesIt’s easy to see why CRM systems are so popular amongst businesses. When used the right way, a good CRM system can increase productivity, keep important information more organized, and potentially drive up sales. In a world where data is so important, you may eventually find that a CRM system is one of your most important business investments. You may have made the decision to invest in a CRM system, but you may be overwhelmed with the choices. After all, there are a lot of CRM systems out there to choose from. In our opinion, the following are the top five CRM systems for small businesses currently on the market:

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Jan 16

3 Questions to Ask Yourself Before Investing in Zoho Software

By CRM, Zoho, Zoho CRM No Comments

Things to consider before investing in Zoho softwareIf  you’re thinking about investing in a CRM system, such as Zoho software, there’s a lot to consider. After all, Zoho software isn’t necessarily for everyone. It can certainly benefit both large corporations and small businesses if implemented the right way, but not all businesses have a CRM culture. This isn’t necessarily the fault of the company, but it’s important to identify this initially by asking yourself the following three questions to determine if a CRM system is right for you.

Are you resolute?

Although using Zoho software for your company offers many advantages, it can also take a significant amount of work. In order for it to increase productivity, you need useful, complete, and accurate data, or else you don’t get much out of it.

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Jan 11

CRM and Zoho Reporting: 4 Must-Have Reports

By CRM, Zoho, Zoho CRM, Zoho Tips No Comments

How to use Zoho reportingTo put it simply, a CRM, such as Zoho, is nothing more than a database. With that being said, CRMs have powerful features that can improve sales, service, and marketing effectiveness. But it’s important to take advantage of the reports that are offered through Zoho CRM and other CRM systems. The following are four must-have reports if you’re looking to get the most out of Zoho CRM:

Zoho Issue Reports

Identifying problems is the first step to getting them resolved, which is why these Zoho issue reports are so popular. The problems displayed on these reports could be internal (i.e. a server went down) or external (perhaps there was a customer complaint). Regardless of the details of any issues, it’s important to be aware of them. They are simple reports that provide vital details, such as the type of problem, who’s working on resolving it, notes on any progress, and so on. You can also close out individual issues once they are resolved.

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Jan 09

Top 4 CRM Uses: How to Maximize Your CRM System

By CRM No Comments

Best CRM UsesIf you recently implemented a CRM system for your business, you likely realize that you’ve made an investment. You want to make sure you’re spending your company’s money wisely, so how can you be sure you’ve made a solid investment by spending money on a CRM platform? We explore some of the top CRM uses and ways you can turn your CRM into a money-making machine.

Don’t underestimate the importance of data

At its core, your CRM is a database. It’s important that the data you’re collecting is correct, nothing is missing, and that it’s regularly updated. The right data is a powerful tool, and can allow you to go after customers with unique needs, target specific segments, and so on.

Steps to take:  Have someone within your organization be in charge of your database, and be sure to provide that individual with the support and training they need to master the system.

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Jan 07

CRM Systems for Small Businesses, Plus Other Technologies

By CRM No Comments

CRM systems for small businesses can improve efficencyThese days, there is an abundance of technology, such as CRM systems for small businesses, that can help you run your company more efficiently. It can be a bit overwhelming at times, so in the meantime, be sure to just focus on these five popular small business technologies:

CRM systems

One of the best tools you can get for your sales and marketing staff is a customer relationship management (CRM) system, which is used for sales, marketing, and service management. Usually cloud-based, these databases include all the information you need to keep information organized and to run your small business. This includes information about vendors, customers, prospects, and so on. CRM systems for small businesses are a great tool for ensuring everyone in your organization is on the same page and that nothing important ever slips through the cracks.

Top choices include Zoho, Salesforce, Microsoft Dynamics 365, Sage, Insightly and Sugar.

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Dec 20

Zoho Features: What is Field History Tracking?

By CRM, Zoho, Zoho CRM No Comments

Learn more about Zoho featuresIf you’ve added or modified pick list fields recently, you probably have noticed one of the newest Zoho features: the new checkbox option available labeled “Enable History Tracking.”

What happens when you enable history tracking?

By enabling history tracking, it will auto-compute the duration of time the field was set to a particular value, and also track the values of up to 10 other fields in the record at the time the value of the tracked field changes.  This is basically the functionality of stage history in the Deals module that has been ported to other modules. With this new option, it is now much easier to set up history tracking in other modules. A great example is setting it up for the Lead Status field, so that you can better track and evaluate your lead processing.  Give it a try the next time you’re in your Zoho CRM system.

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Dec 04

New Features with Mail Merge Templates in Zoho Mail Suite

By CRM, Zoho, Zoho CRM No Comments

New features in Zoho Mail SuiteYou can now add subforms and related lists to mail merge templates in Zoho Mail Suite.  If you have a module in CRM that contains a subform (more information on subforms), you can now display the subform information in a mail merge template. Likewise, modules that have related lists, information from the related lists can now be pulled into mail merge templates as well. Here’s how:

Templates in Zoho Mail Suite

When creating a mail merge template in Zoho Mail Suite, under the tools menu, you’ll now see “Insert Dynamic Tables” in the list of merge fields.  When you click on a “Dynamic Table” from the list, the list of fields in the table will be displayed for your selection as shown below. Select the fields you want to include in the table and click “Create Table.”  The table is inserted into your document, where you can then add formatting and styling.

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