Zoho News, Tips and Tricks

The CRM Asia Solutions blog contains the latest Zoho news and useful tips and tricks for the full suite of Zoho online business solutions

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Zoho CRM To Facebook Integration - Building Better Relationships

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Monday, 23 April 2012 Category Zoho CRM 0 Comment

Zoho CRM is now integrated with Facebook, which means Facebook profiles of prospects and contacts can be integrated with CRM Leads and Contacts modules, providing a platform to centralise a truly in depth knowledge of your prospects and contacts and relations with them. Social CRM is here to stay!

Tags: zoho crm, zoho crm facebook integration, social crm, linkedin, facebook
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Hits: 159
2 votes

Zoho Support Gets Social - Integration with Facebook and Twitter

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Wednesday, 11 April 2012 Category Zoho Support 0 Comment

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
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Hits: 121
1 vote

Zoho CRM Now Supports Multi Currency

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Thursday, 05 April 2012 Category Zoho CRM 0 Comment

The new Zoho CRM multi currency feature provides you with the ability to easily support business transactions in the global market place, in multiple currencies.

Tags: zoho crm, multi currency crm, zoho crm multi currency, multi currency sales
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Hits: 165
1 vote

Zoho Introduces New Mobile Business Apps

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Tuesday, 03 April 2012 Category Zoho Tips and Tricks! 0 Comment

Zoho, the creators of over 25 online business, collaboration and productivity applications, recently announced three new native mobile apps; Zoho CRM on Android, Zoho Projects on iPhone, and Zoho Docs on Android, providing you and your teams with highly flexible mobile access over your key business data.

Tags: mobile business apps, mobile crm, mobile zoho crm, zoho mobile
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Hits: 171
1 vote

Zoho Invoice And Zoho Books Now Supports The PayPal Payflow Pro Payment Gateway

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Tuesday, 27 March 2012 Category Zoho Accounting Solutions 0 Comment

If your business is in Australia, New Zealand, USA, or Canada, and your company accepts a large amount of daily payment receipts, with the Paypal Payflow Payment Gateway you will be able to quickly receive online payments from your customers, and, at the same time, take advantage of some great reporting features.

Tags: zoho invoice, zoho books, zoho accounting, online payments
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Hits: 169
1 vote

Creating Dynamic Links to Social Media and Other Websites in Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Monday, 19 March 2012 Category Zoho Tips and Tricks! 0 Comment

Zoho CRM has a new function to allow you to create dynamic links on any module records allowing links between your CRM and third party websites such as Twitter, Facebook and LinkedIn.

Tags: social crm, linkedin, twitter, facebook, zoho crm
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Hits: 468
1 vote

Zoho Reports - What Gets Measured Gets Done - Start Enhancing Your Company Today With Zoho Reports & KPIs.

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Friday, 09 March 2012 Category Zoho Reports 0 Comment

Evaluate your company and measure your business using Key Performance Indicators.

Tags: key performence indicators, key performance reporting, kpi, performance reporting, zoho reports, sales reporting
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Hits: 232
1 vote

Exporting Segments of Data from Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Wednesday, 07 March 2012 Category Zoho Tips and Tricks! 0 Comment

Zoho 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
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Hits: 255
1 vote

Zoho Support Express - Online Customer Service Software Application For Small Businesses

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Monday, 05 March 2012 Category Zoho Support 0 Comment

Zoho have recently announced their "Zoho Support Express license", for Zoho Support online customer service software, which targets small businesses that have customer service support requirements but do not have designated full time support agents, or perhaps part time/seasonal support staff...

Tags: customer service, online help desk solutions, zoho, zoho support, zoho web apps
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Hits: 296
1 vote

Zoho CRM Calendar, Checking Availability, And Improving Calendar Management.

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Thursday, 16 February 2012 Category Zoho CRM 0 Comment

You are currently at the airport waiting for your plane, and, as, your company’s national sales manager, a client calls with an issue that requires an online web meeting to be held within the next two days. You are confident that the regional sales executive and regional engineer that are assigned to this client are available in two days time. In the interest of expedience, and pleasing the client, you make arrangements with the customer to hold the web meeting in two days time...

Tags: zoho crm, calendar management, customer service
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Hits: 237
1 vote

Getting To Know More About Zoho Docs Online Document Management Solution

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Monday, 13 February 2012 Category Zoho Docs 0 Comment

We were asked on the CRM Asia Solutions online Chat line the other day what Zoho Docs is and what can business people do with it.

Zoho Docs online document management applicationZoho Docs is online document management application where you can store files online, securely in a centralised location and provides a platform to access documents from anywhere, online. Zoho Docs can be your the homepage for all your documents, spreadsheets, presentations, pictures, music, videos, indeed all your online collateral.

Tags: document management, zoho docs
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Hits: 174
1 vote

The Productive, Effective And Elegant Way To Share Your Business Reports Using Zoho Reports

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Thursday, 09 February 2012 Category Zoho Reports 0 Comment

With Zoho Reports you can develop highly effective business reports. For example, monthly profit and loss financial reports, or perhaps after sales productivity and customer satisfaction reports. Zoho Reports allows you to work more efficiently by streamlining your reporting channels to distribute these reports to the people who need them, based on their hierarchy in the organisation. And it does this without the need for creating separate reports.

Tags: report distribution, zoho reports, sales reporting, online reporting, online business intelligence
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Hits: 224
1 vote

You Asked, Zoho Listened - New Features Added to Latest Version of Zoho CRM

by Munchkin
Munchkin
5 years experience sales, marketing, import and export experience for clients in
User is currently offline
Saturday, 04 February 2012 Category Zoho CRM 0 Comment

Zoho released their latest user interface just over a month ago and are about to say farewell to the old UI permanently on 6th Feb 2012.

Tags: zoho crm
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Hits: 410
1 vote

Zoho Projects Makes Online Task Management Easier

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Monday, 23 January 2012 Category Zoho Projects 0 Comment

As 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
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Hits: 935
1 vote

More Flexible Functions in Zoho CRM Email Module

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Friday, 13 January 2012 Category Zoho CRM 2 Comments

The 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
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Hits: 460
1 vote

Week One of the New User Interface of Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 17 December 2011 Category Zoho CRM 0 Comment

So, 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
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Hits: 446
0 vote

Zoho CRM Gets a Makeover

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Wednesday, 07 December 2011 Category Zoho CRM 1 Comment

We 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
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Hits: 302
1 vote

Every Cloud has a Silver Lining

by Munchkin
Munchkin
5 years experience sales, marketing, import and export experience for clients in
User is currently offline
Saturday, 12 November 2011 Category General 0 Comment

The recent, disastrous floods in Thailand have proven to be extremely costly to many businesses in terms of lost revenue due to disruption to business and perhaps more damaging, loss of critical business hardware, software and data due to lack of adequate disaster management procedures.  Businesses have been wiped out, the hub of the country has been deeply affected with losses in the millions of baht.

Tags: businss continuity, disaster recovery, backup planning, risk mitigation
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Hits: 395
1 vote

A Better Experience in Zoho Projects

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Tuesday, 18 October 2011 Category Zoho Projects 0 Comment

We are excited to announce the update to Zoho Projects which enhances the product, and at the same time, simplifies its use.

Tags: online project management software, zoho projects
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Hits: 441
0 vote

Zoho Projects Is Mobile - Mobile Online Project Management

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Thursday, 06 October 2011 Category Zoho Projects 1 Comment

The Zoho Projects web app for iPhone, and Android devices is now available!

Tags: zoho web apps, zoho mobile, zoho projects
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Hits: 563
1 vote

To Convert or Not to Convert, This is the Process

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Thursday, 15 September 2011 Category Zoho Tips and Tricks! 0 Comment

"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
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Hits: 709
1 vote

Creating Custom Views in Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 03 September 2011 Category Zoho Tips and Tricks! 0 Comment

A '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
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Hits: 862
1 vote

Integrate a Company Intranet with Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 03 September 2011 Category Zoho Tips and Tricks! 0 Comment

Zoho 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
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Hits: 729
1 vote

Common Project Management Challenges

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Monday, 22 August 2011 Category Zoho Projects 0 Comment

Here we briefly review the major the project management challenges of collaboration, online and up to date resources, project assets, project meetings and so on.  You can also find an embedded Zoho Show presentation where you can find out more about these issues and also how Zoho Projects can assist you to overcome them.

Tags: cloud computing, zoho, zoho projects
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Hits: 717
1 vote

How to Insert Web Tabs into Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Thursday, 11 August 2011 Category Zoho Tips and Tricks! 0 Comment

Web 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
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Hits: 914
2 votes

New Zoho Video - Online Zoho Business, Productivity And Collaboration Applications From CRM Asia Solutions

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Monday, 08 August 2011 Category General 0 Comment

CRM Asia Solutions presents Cloud based, Zoho applications for Corporate Businesses, Small Businesses, Internet & Software Development Companies, Legal / Law Firms, Property Services Management Companies, the Sports and Leisure Industry, Team Based Operations, Claim and Warranty Management, and Schools, Education and Training.

Tags: zoho online apps, zoho crm, cloud computing, zoho
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Hits: 686
2 votes

Work Online Video - A Light Hearted Look At Online Zoho Applications Delivered Using Cloud Computing

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Monday, 08 August 2011 Category General 0 Comment

With Zoho online applications you can concentrate on growing your business while we at CRM Asia Solutions and Zoho look after your software, hardware and support using Cloud Computing technology.

Tags: zoho, cloud computing, zoho online apps
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Hits: 585
1 vote

Zoho Phonebridge Allows you to Integrate Zoho CRM with PBX Systems

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 30 July 2011 Category Zoho CRM 0 Comment

Zoho 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
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Hits: 840
1 vote

Zoho CRM Release Mobile CRM iPhone App

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Monday, 25 July 2011 Category Zoho CRM 1 Comment

Zoho CRM has released the Mobile CRM iPhone App which is a CRM for iPhone application that will provide your sales teams get immediate access when on the go to their Leads, Accounts, Contacts, Potentials and Activities information stored in Zoho CRM.

Tags: mobile zoho crm, mobile crm, zoho crm
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Hits: 450
1 vote

How Much Does A CRM System Cost For A Small To Medium Sized Company (SMB/SME)?

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Monday, 25 July 2011 Category Zoho CRM 0 Comment

Customer Relationship Management (CRM) applications are being implemented on a regular basis by small to medium sized companies.

Just as the benefits of CRM systems vary from company to company so, too, do the costs.  

At CRM Asia Solutions we implement the Zoho CRM applications into small to medium sized companies.

CRM costs break down into three areas; the software, professional services, on going support.

So how do you find out how much a Customer Relationship Management (CRM) system will cost?


When you have defined your business needs and goals you will be able to obtain quotations for:

1. CRM Software Costs.

CRM Asia Solutions sells and support the Zoho CRM application, a solution that is delivered by Software as a Service, and costs US$12 per user per month.      

2. Professional Services Costs.


CRM Asia Solutions' professional services cost from US$500 with the Rapid Implementation Package. For more complex CRM requirements requiring the customization of Zoho CRM costs are typically in the US$2,500-US$5,000 range.

3. On Ongoing Support Costs

CRM Asia Solutions provide their Help Desk Support Plan for just $US399 per year.

 

Contact CRM Asia Solutions for more information on Zoho CRM here, or drop an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Tags: crm implementation, crm setup, zoho crm, zoho online apps
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Hits: 698
1 vote

How To Add a Date Range as a User Filter on Zoho Reports

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Sunday, 24 July 2011 Category Zoho Tips and Tricks! 0 Comment

A 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
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Hits: 856
1 vote

Zoho Support Application - New Enhancements For The Customer Support Portal

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Saturday, 23 July 2011 Category Zoho Support 0 Comment

With Zoho Support, the online help desk solution, you can allow your customers to view their organization tickets, customize the portal invitation and specify the default language for your customer portal.

Tags: zoho support, online help desk solutions, zoho online apps
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Hits: 636
1 vote

How to Embed a YouTube Video to Your Zoho Wiki Page

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Sunday, 10 July 2011 Category Zoho Tips and Tricks! 0 Comment
Zoho Wiki has a versatile range of 'widgets' that you can embed in your corporate intranet, school website or wiki. One of them is the function to embed YouTube videos. Here's how... Tags: zoho wiki, youtube, online training
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Hits: 866
1 vote

Zoho Meeting and Zoho Assist - Online Meeting Software and Remote IT Support Solution

by Munchkin
Munchkin
5 years experience sales, marketing, import and export experience for clients in
User is currently offline
Saturday, 02 July 2011 Category New Zoho Products and Features 0 Comment
Imagine if you could provide remote IT support to your customers or team members, without any need for physical presence or interaction with the end user or their PC. If this was possible you would probably see an increase in your productivity and efficiency, not to mention a reduction in costs. Tags: zoho meeting, IT support, zoho assist
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Hits: 922
1 vote

Zoho Projects New Features For Timesheets & Billing

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Thursday, 30 June 2011 Category Zoho Projects 0 Comment
Zoho Projects is a online project management tool that provides for team collaboration and project management and allows allows teams to plan, track and collaborate on projects. Tags: timesheet recording, timesheet billing, zoho invoice, zoho projects
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Hits: 617
0 vote

Zoho Invoice With Timesheet Recording Functionality

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Tuesday, 28 June 2011 Category Zoho Accounting Solutions 0 Comment

The Zoho Online Invoice application now provides you with the ability to log time with the Timesheet Recording feature.

Tags: timesheet billing, timesheet recording, zoho invoice
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Hits: 710
1 vote

SMEs - Monitoring Warranty Accruals As Part Of Warranty Cost Reduction

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Monday, 27 June 2011 Category Zoho Reports 0 Comment

An ongoing warranty cost reduction program through part of your continuous product quality improvement program should mean a positive change in your accruals over a period of time.

Tags: claim management, zoho reports
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Hits: 590
0 vote

Changing Data Types in Zoho Reports

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Monday, 20 June 2011 Category Zoho Tips and Tricks! 0 Comment
Zoho Reports allows you to quickly and easily import your data from numerous formats then change data types on the fly allowing you to do complex data manipulation and get the most out of your BI reporting solution. Tags: zoho reports
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Hits: 734
0 vote

Creating Email Templates in Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 11 June 2011 Category Zoho Tips and Tricks! 1 Comment

Zoho 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
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Hits: 1119
3 votes

Improved Sales Reporting With Zoho Reports

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Wednesday, 08 June 2011 Category Zoho Reports 2 Comments

Zoho Reports, an on demand Business Intelligence (B.I.) program, and one of twenty plus applications from those clever people at Zoho Corp., can help you to improve your sales and after sales operations management reporting.

Tags: sales reporting, zoho, zoho reports
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Hits: 655
2 votes

Working with Campaigns In Zoho CRM

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Tuesday, 31 May 2011 Category Zoho CRM 0 Comment

Zoho CRM now has highly sophisticated Business To Business Campaign Management features so that you can plan, develop, deliver and analyse your marketing campaigns.

Tags: zoho email marketing, campaign management, marketing campaigns, zoho crm, zoho campaign marketing
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Hits: 494
2 votes

Zoho Docs Gets An Upgrade In 2011

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Monday, 30 May 2011 Category New Zoho Products and Features 0 Comment

Zoho Corp., continues to enhance all of their 20+ web based, online, enterprise 2.0 business and utility software applications, and has recently added a few more cool features to Zoho Docs.

Tags: zoho docs, zoho online apps, zoho
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Hits: 693
3 votes

How to Log Calls and Report on Calls in Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Sunday, 15 May 2011 Category Zoho Tips and Tricks! 2 Comments

Logging 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
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Hits: 1013
3 votes

How to Start an Online Meeting in Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Sunday, 15 May 2011 Category Zoho Tips and Tricks! 3 Comments

Logging 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
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Hits: 870
3 votes

Filtering Recipients on an Autoresponder in Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Sunday, 08 May 2011 Category Zoho Tips and Tricks! 3 Comments

Zoho 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
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Hits: 865
4 votes

Ten Tips for Giving Effective Online Meetings

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Tuesday, 03 May 2011 Category Zoho Tips and Tricks! 2 Comments

Online 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
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Hits: 866
3 votes

Zoho CRM Provides Free Integrated Online Meetings

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Saturday, 30 April 2011 Category Zoho CRM 1 Comment

Save Time And Money With the Integrated, Online Virtual Meeting Tool in Zoho CRM

 

Sales Managers can use the integrated online meeting function in Zoho CRM to start instant virtual desktop meetings with new leads and existing customers.

Tags: virtual meeting, zoho meeting, zoho crm
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Hits: 715
2 votes

Zoho CRM - Creating a Web to Lead Form

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 16 April 2011 Category Zoho Tips and Tricks! 1 Comment

Create a Web to Lead Form in Zoho CRM and Capture Leads From your Business Website

 

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
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Hits: 1112
2 votes

Zoho Online Business Applications For Claim Management

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Tuesday, 12 April 2011 Category Zoho Tips and Tricks! 0 Comment

Strategic Zoho Online Solutions Tailored for Claim Management

 

Unable to analyse claim data for your business?  Unsure which products are receiving most claims? Why not utilise the power and flexibility of Zoho online solutions for Claim Management?

Tags: warranty, business claims, zoho online apps, claim management, zoho crm
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Hits: 779
2 votes

Using Formula Fields and Custom Reporting for Sales Commissions

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Monday, 11 April 2011 Category Zoho Tips and Tricks! 2 Comments

Use Formula Fields and Custom Reporting in Zoho CRM to Calculate and Report on Sales Commissions

 

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
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Hits: 1033
3 votes

Zoho Reports Integrates with Google Docs Spreadsheets

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Monday, 04 April 2011 Category Zoho Reports 0 Comment

Import Google Docs Spreadsheets Directly To Zoho Reports

 

Zoho Reports now supports the import of Google Docs spreadsheets for enhanced fine grain reports, charts and dashboards.

Tags: online reporting, online business intelligence, zoho reports
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Hits: 842
3 votes

Zoho Google Integration with Zoho Reports for Google Apps

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Thursday, 31 March 2011 Category Zoho Reports 0 Comment

Zoho Reports For Google Apps


Integrating Zoho and Google has never been easier with the latest seamless functionality between Zoho and Google with Zoho Reports for Google Apps.

Tags: zoho reports, google apps
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Hits: 699
3 votes

Zoho Support Online HelpDesk and KnowledgeBase Software Integrates SMS function

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Wednesday, 30 March 2011 Category Zoho Support 0 Comment

SMS Add On Integrated to Zoho Support Online HelpDesk App


Zoho Support, the web based HelpDesk and Knowledgebase software from Zoho, incorporates an SMS add-on that will alert your clients of notifications related to their support tickets.

Tags: Untagged
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Hits: 411
1 vote

Easier Web Access For Zoho Support Online HelpDesk Solution

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Friday, 25 March 2011 Category Zoho Support 0 Comment

Give Easy Access for Customers to your Zoho Support Online HelpDesk Portal


There is a cool feature in Zoho Support, the affordable web based HelpDesk software from Zoho that allows us to map the portal to your business domain, making it very easy to access / remember the URL.

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Zoho Docs - Email Documents Directly to Your Folders

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Tuesday, 22 March 2011 Category Zoho Tips and Tricks! 0 Comment

Email Documents Directly to your Zoho Docs Online Document Management Solution

 

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
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2 votes

Managing Client Support Contracts in Zoho Support Online HelpDesk

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Friday, 18 March 2011 Category Zoho Support 0 Comment

Managing Client Support Contracts in Zoho Support, the Powerful Online HelpDesk Tool from Zoho

 

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.

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Submit Track And Fix Issues With Zoho Projects Bug Tracker

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Wednesday, 23 February 2011 Category Zoho Projects 0 Comment

Zoho Projects Bug Tracking Module for Managing the Software Development Life Cycle, Online

 

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).

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Zoho Projects Integrated with Zoho CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Tuesday, 22 February 2011 Category Zoho CRM 1 Comment

Create Projects for your Customers Online and Monitor from Zoho CRM

 

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
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2 votes

Zoho CRM and Zoho Writer Now Integrated - Create Mail Merge Documents from your CRM

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Wednesday, 16 February 2011 Category Zoho CRM 0 Comment

Zoho Writer Integrated with Zoho CRM!


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.

Tags: zoho writer, zoho crm, add on, mail merge
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4 votes

Zoho CRM Integrated with Active Campaign Email Marketing Solution

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 12 February 2011 Category Zoho CRM 0 Comment

Active Campaign Integrates Zoho CRM to their Email Marketing Solution

 

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
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Hits: 878
3 votes

New Product - Zoho Support - Powerful online HelpDesk Software

by allan
allan
Twenty-five years experience in assisting automotive OEM's, importers, distribut
User is currently offline
Wednesday, 19 January 2011 Category New Zoho Products and Features 0 Comment

HelpDesk Software from Zoho

 

Zoho have released their latest online business app, Zoho Support.  Zoho Support is a powerful on demand Help Desk solution that allows you to provide your customers with outstanding support.

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Zoho Projects Version 3.0 Released

by crmguru
crmguru
10 years of CRM experience, 5 years as a Zoho admin level user. Guru in Zoho
User is currently offline
Saturday, 15 January 2011 Category New Zoho Products and Features 0 Comment

Manage Your Projects Online

 

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

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