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Zoho Tips Recent posts by our Zoho Experts

3 Questions to Ask Yourself Before Investing in Zoho Software

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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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Keeping Your Business More Organized in 2019 with Zoho One

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Zoho business suiteIt’s a new year, and with each passing day we are reminded of all of those New Year’s resolutions that we have to get started on. As you unwrap those new 2019 planners and get back into the swing of things after a break for the holidays, is there a better time to start to explore the full potential of all of the Zoho business apps that the suite has to offer? The answer is no!

We often find that our small business clients don’t use the Zoho One business suite to its fullest potential, so today we thought that we could highlight some of the Zoho apps that can help you manage projects and contacts, and easily integrate your email into the Zoho One CRM. This may not be a shock to hear, but keeping your business organized can aid in improving client relations, create efficiency in your day-to-day workflow, help you easily track your businesses progress, and maybe even give you some time in your personal life to get cracking on those other resolutions you hoped to get to by the end of 2019. Who knew Zoho One could improve your small business and personal life?

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CRM and Zoho Reporting: 4 Must-Have Reports

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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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Top 4 CRM Uses: How to Maximize Your CRM System

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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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CRM Systems for Small Businesses, Plus Other Technologies

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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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Zoho Features: What is Field History Tracking?

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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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Improvements to Mass Email Feature in Zoho’s Email Service

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Features available in Zoho email serviceMass emailing with the Zoho email service just made some major improvements that make the features so much easier to use.

Access to the mass email wizard

While viewing a list of records, pre-select the records that you want to send a mass email to, and click the “Send Email” button (shown below), or you can still select Mass Email from the more actions menu (…) on the right.

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New Features with Mail Merge Templates in Zoho Mail Suite

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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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Zoho CRM Templates and Cloning Capabilities

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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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Scheduling Business Hours and Creating Shifts in Zoho

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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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