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Mar 01

Getting the Most Out Of Your CRM With a Zoho Consultant

By CRM, General, Zoho, Zoho CRM No Comments

 Zoho Consultant: Maximize Your CRM SystemAre you thinking about investing in a CRM system and working with a Zoho consultant to get the most out of it, but still wondering if it’s worth it? Do you already have Zoho CRM, and you’re struggling with it?

The Sales Operations Optimization Study that CSO recently released examined many different companies to determine the effectiveness of their sales operations. The following was our takeaway:

You need a sales operation, not just a sales force

These days, your team needs to include administrative support and management. Your sales force can’t do it all alone. The best way to support your team is also to have an effective CRM system in place, such as Zoho. It also helps to work with a Zoho consultant to ensure everyone on your team has a thorough understanding of everything Zoho has to offer.

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Feb 27

Convincing Your Team to Use Zoho Products

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

Zoho Products: Convincing Your TeamDid you just become a subscriber to various Zoho products? Are you having a hard time convincing your team to use them? It’s important to focus on these three things.

Divide

Many sales teams can be divided into three different groups. About 20 percent will be power users; these will be the people that understand Zoho products and love them. The second group, which may be about 60 percent of your team, will understand enough, but can still benefit from some Zoho training. The final 20 percent may not want any part of the CRM system and will need a great deal of convincing and training, which is the group you’re going to need to focus on the most.

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Feb 25

Zoho Accounting Integrations: 3 Myths Debunked

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

Zoho Accounting IntegrationsThe CRM systems of today, like Zoho, make accounting integrations simple and seamless if that’s a feature you want to take advantage of. However, Zoho accounting integrations can also be confusing at times. In this blog, we debunk some common myths when it comes to Zoho accounting integrations.

Myth #1:  Zoho accounting integrations are simple

Fact: This will depend on various factors, such as whether something is pre-built or if you’re new to Zoho. You may need the help of a programmer or you may need to use export/import tools. Moving forward, it will need to be supported, because databases, software, and the environment will change. In some cases, it may be simple enough to integrate your accounting system if you receive the right training beforehand and during the process.

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Feb 22

How to Use Zoho CRM to Improve Customer Service

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

How to Use Zoho CRM to Improve Customer ServiceIf you’re using Zoho CRM for marketing and sales, you may also be wondering how to use Zoho CRM in other ways. One great way to use Zoho CRM is to improve your customer service, and if you aren’t using your CRM system for that already, you’re definitely missing out. After all, this is a big part of what Zoho CRM provides, and keeping current customers satisfied is the best way to increase profits. To do this, it’s crucial to depend on the following customer service metrics:

Open issues

It’s critical to know about any current problems, even if nobody likes hearing about them. They can’t be ignored. Instead of pretending that the problems don’t exist, it’s important to seek them out. It’s simple to track open issues with Zoho CRM, and from this, you can generate a report.

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Feb 20

Zoho Database Help: Must-Haves On Your Pipeline Report

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

Zoho Database Help: Must-Haves On Your Pipeline ReportOne of the most effective ways to get your group using the company’s Zoho database is to use it to generate reports. In the end, a CRM system is nothing more than a good database with detailed information about your customers, prospects, partners and community. Like any database, it will provide important information to help you run your business. If you’re getting a few good reports out of your Zoho database on a consistent basis, then you will find yourself relying on the system more and more, and demanding better and more relevant information from your team.

Of all the reports, the most important one is the pipeline report. It should be the very first report you use as part of your Zoho database and you should be looking at this information frequently—weekly, if not daily.  So, what kind of information is important to have on your pipeline report? You must include these ten things:

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Feb 18

5 Zoho Features Everyone Uses

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

5 Zoho Features Everyone UsesAre you thinking about investing in a CRM system, such as Zoho? Are you already using Zoho, but not quite sure where to begin? The following are five Zoho features that most Zoho users take advantage of, so if you aren’t already using some of these key features, there’s no better time than now to start.

Shared history and notes

From emails to phone calls to meetings, people throughout your team are constantly taking notes and documenting details of important events. Keeping track of these notes can be difficult, but with a CRM system like Zoho, users have the option of sharing history and notes. This way, it’s easy to retrieve specific details of a phone call or meeting from several months ago.

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Feb 13

The 5 Zoho CRM Reports Every Sales Manager Should Be Using

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

The 5 Zoho CRM Reports Every Sales Manager Should Be UsingMany sales managers these days get a lot from using Zoho CRM, but alas, there are also many who do not. In order to succeed with Zoho CRM and allow it to help you run your business more efficiently, it’s crucial to get useful data out of it. This is done through Zoho CRM reports. The following are five Zoho CRM reports every sales manager should be using:

The Sales Activity Report

Sales managers spend a lot of their time supervising others, and may spend more time concentrating on those salespersons who are not performing well. This Zoho CRM report will usually show what each salesperson was doing the previous week and what their upcoming plans are. This can allow sales managers to see what exactly their underperforming staff members are up to, including who they’re scheduled to meet with and who they’ll be calling. This gives the sales manager a good opportunity for offering advice and providing other feedback beforehand.

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Feb 11

Zoho Workflow: Getting More Value From Zoho CRM

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

Zoho Workflow: Getting More Value From Zoho CRMYou may be getting a lot of use out of Zoho CRM, but are you truly using it to its fullest potential? Those users who are really maximizing the value of their investment are using Zoho workflow features.

By learning how to set up workflows in Zoho, you can have it run at its most productive level. This can automate certain tasks and guarantee that these things are always being completed, regardless of whether you forget to do them yourself. They are essential to getting the most out of Zoho CRM and ensuring your business is running as efficiently as possible. If you are ready to set up workflows, but not sure where to begin, these are the top three we recommend that users start with:

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Feb 06

Warning: Multi-Lookup Fields Not Supported in Zoho Mobile App

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

Multi-Lookup Fields Not Supported in Zoho Mobile AppZoho recently added the multi-lookup type field to Zoho CRM, which allows you to create an N to N relationship between two modules by adding just one field.

Previously, users had to use a custom module. On the surface this seems great; however, if your users prefer the Zoho mobile app, be warned that this field type is not supported in the Zoho mobile app.

A multi-lookup field in the desktop app has a lookup icon that opens a search box.  In the screenshot below, a custom module, Touch Events, has a multi-lookup field called Event Participants that links to the Contacts module.

You can see the lookup icon to the right of the field. When the icon is clicked, a multi-select search box opens, where users can then select multiple contacts to connect to the record.

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Jan 30

Removing Tags in Zoho CRM

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

Removing tags in Zoho CRMZoho CRM has so many useful features, and they’re always adding new features to help improve efficiency. The tag feature was initially added to Zoho CRM about two years ago. Tags are a quick and dirty way to slap a record with an open-text entered category, and subsequently be able to pull a list of records with the same tag. Tags are displayed just under the record name at the top of the record for a super convenient reference.

When it comes to adding a tag in Zoho CRM, it’s a fairly straightforward process. But do you know how to remove a tag in Zoho CRM? It can be a little tricky, especially for those new to Zoho CRM. But in our latest blog, we provide simple step-by-step instructions (along with a visual) to help Zoho CRM users easily understand how they can remove tags at any time.

How to remove tags in Zoho CRM

First, you can display a list of records in the module with the same tag, by opening a record and clicking on the tag. To remove a tag from a record, or group of records, you simply select the record(s) from the list and then selectd “Remove Tags” from the drop down “Tags” button.  You can also use this same process to mass add tags to records.

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