Zoho has many great out of the box modules. But sometimes businesses may find that they want to customize the content of those modules, or even create new modules all together. One of the things that make this program so create is that Zoho allows you to customize modules to meet you needs. This process can be a little tricky, so here are some tips to navigate through Zoho Custom Modules.
Every business has a way they like to do things… a workflow, as many people may refer to it. In Zoho CRM, the term workflow gets a bit confusing. We’ve spoken before on here about workflow and automation in Zoho CRM and how it has a different meaning in this program. In the world of Zoho, workflow is an action that you can automate. So what if you want Zoho CRM to guide your employees through established business procedures? Enter: Zoho CRM Blueprints.
Zoho offers many programs on their platform. Arguably their most successful one is Zoho CRM. But what if you don’t need all of the features of a CRM? Maybe you are just looking for somewhere to keep your contacts, and manage your tasks and deals. Having a tool that allows you to organize your contacts and clients allows for better customer relationships. Enter Zoho Contact Manager. Both programs can be very helpful to your business, but there are some key differences and similarities. Let’s review them before you decide which program to use.
In a previous blog post I spoke about how you may use workflow in Zoho CRM. Today I am going back to basics, what even is a workflow anyway? Typically workflow means how you organize your work patterns, the flow of your work, so to speak. In Zoho CRM, workflow is an automation tool that will execute a certain action when a condition in the CRM is met. Essentially- you do something in your (i.e. create a new lead) and an automated action fires off (a welcome email is sent). Read More
Zoho CRM is an amazing database to help any business keep track of your clients, deals, marketing campaigns and beyond. I firmly believe that one of the most underutilized tools in this program is the “activities” feature. Activities in the Zoho CRM do it all, you can organize tasks, keep track of meetings, and schedule a follow up conversation with a new client. If you are looking to keep your records organized and detailed the Zoho CRM the activities feature is the way to go.
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.
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.
When it comes to their various apps and products, some of what’s offered through Zoho is more useful to individual business owners than others. If you need an easy way to provide database access to customers and vendors, you’ll want to read on for our Zoho portal tips.
Just last year, Zoho CRM introduced an exciting new Zoho feature, which allows users to give vendors and customers self-service access within Zoho CRM to all the information they need. If you’ve been using Zoho CRM already, you may find that this feature is fairly simple to set up and use.
