The CRM Asia Solutions blog contains the latest Zoho news and useful tips and tricks for the full suite of Zoho online business solutions
With over 800 million users, companies all over the world are looking at harnessing the power of Facebook and other social apps like Twitter.
Zoho Support (online HelpDesk solution) has a new social integration function that synchronises comments and feedback posted by customers / prospects on your business Facebook page and Twitter account right into your Zoho Support HelpDesk as tickets allowing you to use social channels as business support apps.
Tags: Untagged Read MoreZoho CRM can be used to segment and export data such as leads, contacts and other data, which can then be used in other software, for example in email marketing apps. Here's how...
Tags: data filters, zoho crm, export Read MoreAs a Project Manager you need to organise your own and your team's tasks. Task owners need to then manage them and ensure they get completed so that you can track progress and report back to the client/stakeholders. All too often though, you may find yourself doing more task management than project management, and before long the people management, issue and risk management and worse still, delivery of the project start to slip! Zoho Projects newest feature improvement can help you keep task management time to a minimum and can help you focus on delivering the project.
Tags: zoho projects Read MoreThe latest version of Zoho CRM has many subtle improvements as well as new functions and features. Here's another one that provides more flexibility in creating personalised email templates for email marketing or sales process emails.
Tags: email marketing, zoho email marketing, zoho crm Read MoreSo, it has been a few days of the new user interface of Zoho CRM, how are you finding it? OK, we hope. Like anything that changes after being established for a few years, it may take some getting used to but here are a few of the new features and also latest functions that have been incorporated into the new look Zoho CRM as well as a video showing highlights...
Tags: zoho crm Read MoreWe are pleased to announce that Zoho CRM is about to launch a completely new user interface (UI), which will make the increasingly popular online CRM solution easier to use and bring it inline with the UIs of many of the other Zoho business apps, which are being integrated one by one, providing a truly powerful suite of online business solutions.
Tags: zoho crm Read More"When do I convert a lead?"
This is the most common question we hear when doing Zoho CRM training related to leads.
Instead of struggling with the "when", focus on the how and implement a simple policy to help act as a guideline so that your lead conversion and sales process are streamlined and efficient.
Tags: zoho crm, converting leads Read MoreA 'view' in Zoho CRM is a filter, available on every module, which if used properly can be a great way to increase productivity and get access to accurate information.
Tags: data filters, view, zoho crm Read MoreZoho offer a suite of online business tools, including Zoho Wiki, which is an online wiki solution that allows you to quickly and easily create an organisation wiki without any technical knowledge or hardware or software. You can even integrate Zoho Wiki into your Zoho CRM to allow relevant teams to manage wiki information keeping your teams up to date and informed on all corporate matters...
Tags: zoho crm, zoho wiki, integration Read MoreWeb Tabs allow you to link embed websites or even third party apps like Accounting or HelpDesk apps within your CRM, giving your teams a truly multi purpose portal at their disposal.
Tags: integration, zoho crm Read MoreZoho CRM can now be integrated with your PBX system to efficiently log incoming and outgoing calls, providing an integrated CRM PBX solution for fast and efficient call operations.
Tags: PBX, Zoho Phonebridge, call logging, zoho crm Read MoreA new feature in Zoho Reports allows you to add User Filters on the fly, based on any field in your reports database. Here are the steps to add a Date filter in your Zoho Reports database.
Tags: zoho reports, data filters, date ranges Read MoreZoho CRM allows administrators to create email templates that can be used to increase the efficiency and professionalism of your sales teams.
Tags: zoho crm, email marketing, zoho email marketing, templates Read MoreLogging sales calls is so easy in Zoho online CRM, which means your sales team can get on with what they do best: selling. Zoho CRM comes with an inbuilt call logger, with automated timer, options to make the call billable, and even a standard call report for Sales Managers. Here's a step by step guide on how to log a sales call in Zoho CRM.
Tags: telesales, call reports, calls, zoho crm Read MoreLogging sales meetings couldn't be easier in Zoho CRM, the powerful online CRM solution and flagship of the extensive suite of Zoho business solutions. And, with built in online meeting (screen sharing) functionality, your sales team have the ability to give instant online demos to prospects/customers. Here's how to start an online meeting direct from your CRM.
Tags: zoho crm, online meeting Read MoreZoho CRM autoresponders allow you to carry out automated email campaigns on leads or contacts. Here is a useful tip on how best to manage the recipients in your autoresponder list.
Tags: autoresponder, email marketing, email campaigns, zoho crm Read MoreOnline meetings are not like normal meetings. You cannot judge body language as well as you can when doing them face to face, you cannot always see your participants, you need to rely a lot more on technology, which can have glitches. Here are a few tips to help you on your way to hosting effective online meetings.
Tags: zoho crm, zoho meeting, online meeting, virtual meeting Read More
If you have wondered how to increase the efficiency of your business website then why not consider using Zoho CRM to increase sales efficiency by capturing potential leads directly from your website.
Tags: zoho crm, web-to-lead, contact form, leads Read More
The tremendous flexibility of Zoho CRM web based CRM solution allows you to improve sales and accounting workflow by creating custom formula fields, CRM workflow and customised reports that can be used to automatically calculate and report on commissions owed to sales managers.
Tags: formula fields, custom reporting, zoho crm, crm setup, crm implementation, calculations Read More
Zoho Docs, the online document management solution from Zoho, provides a great feature that allows you to upload documents without even logging into Zoho Docs. Save time, centralise documents, collaborate with your team.
Tags: zoho docs, document management, online document storage Read More
Using Zoho Support, the web based call centre and help desk app from Zoho, you can manage your clients who pay for yearly support plans by setting up a notification alert to one or more support reps regarding upcoming contracts that are due for renewal, helping smooth invoicing and payment procedures between your accounting teams and clients.
Tags: Untagged Read More
Zoho Projects Bug Tracking module is great for managing software projects online. It helps project members submit, track and fix the bugs and issues that software projects generate and in turn allows software managers to centralise and close issues through the software development lifecycle (SDLC).
Tags: Untagged Read More
Check out the new Zoho Projects integration to Zoho CRM! Zoho Projects Integration helps you to create projects for your clients from within your CRM account. Additionally you can monitor the status of your projects from the Accounts, Contacts or Potentials modules.
Tags: zoho crm, zoho projects Read More
As part of their drive to fully integrate their extensive suite of online business tools Zoho have now integrated Zoho Writer into their award winning online CRM tool, Zoho CRM, allowing you to create merged documents from your CRM data quickly and easily.
Zoho CRM is now integrated with Active Campaign's 1-2-All email marketing solution, which means you are now able to use this powerful and world renowned email marketing solution together with Zoho CRM to allow importing of your Zoho CRM contacts directly to 12All in just a few clicks.
Tags: zoho crm, active campaign, email marketing, email marketing integration, email campaigns Read More
With a fresh new look and feel and exciting new features, there's a lot to look forward to. The new version, released this week, mainly focuses on the Tasks module, making quick task tracking and management by PMs as well as collaboration with your team members far easier than before. Here's a quick summary of what's new in version 3.0
Tags: Untagged Read More