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Zoho CRM

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 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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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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Nov 20

Zoho CRM Templates and Cloning Capabilities

By CRM, Zoho, Zoho CRM No Comments

Cloning Zoho CRM templatesIt used to be that in order to clone Zoho CRM templates, you had to use the good-ole copy and paste, but no more!  With recent updates to the ever-evolving and improving Zoho CRM, cloning Zoho CRM templates is now just a single click and a fairly simple process. In our latest post, we go over the steps to show you how you can easily clone a template in Zoho CRM in just a matter of seconds.

Cloning templates in Zoho

Cloning templates in Zoho CRM can be done is just three simple steps, as shown below:

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Nov 02

Scheduling Business Hours and Creating Shifts in Zoho

By Zoho, Zoho CRM No Comments

With Zoho, scheduling shift hours is simpleWith Zoho, scheduling customized business hours and allowing users to specify different hours for each day has never been easier with its new feature update.  You can even create shift hours in specific time zones and assign to specific users.  Here’s how:

  1. Setup->General->Company Details
  2. Select “Business Hours” in the horizontal navigation menu towards the top to open the Business Hours Definition screen
  3. Click “Custom Hours” and set your hours
  4. Click “Save”

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Oct 29

Linking to Specific Deals in Zoho Email Settings

By CRM, Zoho, Zoho CRM No Comments
Link to deals in your Zoho email settingsRepeat customers will have multiple deal records in Zoho.  There is now a feature where Zoho allows users to customize their Zoho email settings so that they can link emails to/fm contacts to its best guess at the related deal. If there is more than one deal open, it will link the email to the deal with the latest modified date. So what if Zoho guessed wrong?  You can manually unlink an email from one deal and connect it to another in your Zoho email settings. Here’s how.

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Oct 29

Zoho Meeting + Zoho CRM = Easy Online Meeting Solution

By CRM, Zoho, Zoho CRM No Comments

Integrating Zoho CRM and Zoho MeetingDid you know Zoho has a “virtual meeting” application similar to join.me or GoToMeeting?  It’s called Zoho Meeting.  Once integrated with your Zoho CRM account, you can easily make any event a virtual meeting with the click of your mouse. Here’s how.

How to turn events into meetings

Step 1:  Set up integration with Zoho Meeting

  • Setup->Marketplace->Zoho
  • Click Install under the Zoho Meeting tile
  • Click Continue

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