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

Viewing entries tagged zoho crm Subscribe to feed

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
Read More
Hits: 159
2 votes

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
Read More
Hits: 165
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
Read More
Hits: 468
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
Read More
Hits: 255
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
Read More
Hits: 237
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
Read More
Hits: 412
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
Read More
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
Read More
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
Read More
Hits: 302
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
Read More
Hits: 711
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
Read More
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
Read More
Hits: 731
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
Read More
Hits: 915
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
Read More
Hits: 686
2 votes

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
Read More
Hits: 841
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
Read More
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
Read More
Hits: 698
1 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
Read More
Hits: 1121
3 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
Read More
Hits: 494
2 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
Read More
Hits: 1015
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
Read More
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
Read More
Hits: 866
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
Read More
Hits: 867
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
Read More
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
Read More
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
Read More
Hits: 780
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
Read More
Hits: 1034
3 votes

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
Read More
Hits: 699
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
Read More
Hits: 880
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
Read More
Hits: 878
3 votes