By: Heather | March 22, 2017

As a consultant who implements CRM and associated cloud-based software for small and medium-sized business, I am often involved in identifying and helping them embrace opportunities to revolutionize their business.

It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so - Mark Twain

I hear a lot of comments during the planning sessions for an implementation process:


“Harold will never agree to that...”

“Our sales team is too busy to do that....”

“We won't use the task manager, it's too much fiddling around...”


Well, change can be a challenge. But I know that once the change is established as a real time-saver, a process that creates more sales with less effort, leads to...

By: Braden | July 27, 2016

Get New Leads Directly into Zoho CRM from Your Social Media Marketing 

Zoho Social integrates your social media, marketing efforts, and business goals. Social helps you tie social media activities to business outcomes. 

One of our six pillars of growth is building customer intimacy. Zoho Social helps businesses connect with their customers and get to know them better by displaying an amalgamated view of customers' social media activities. 

On every screen in Zoho Social, you have the opportunity to add social media connections to your CRM. If one of your social media connections is already in the CRM, you can view their contact details.

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By: Braden | June 13, 2016

Manage your Brand's Visual Storytelling with Zoho Social

Zoho Social's focus has always been around helping businesses grow their presence on social networks that matter the most. And today, we’re thrilled to announce that Instagram is the latest addition to the growing list of networks supported by Zoho Social.

One of the most popular visual social networks for brands, Instagram is currently being used by 48.8% of brands for their marketing. By 2017, 70% of brands will use Instagram as a marketing channel. This isn’t surprising as brands tend to receive much higher engagement for their content on Instagram as compared to any other key social network – about 10 times higher than Facebook and 84 times higher than Twitter. (source)

Businesses us...

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By: Braden | May 18, 2016

Change the way you process Email!

Until two months ago, we were still using the standard Zoho email client that has barely changed from the "Outlook" style everyone used in the last 20 years. The new Zoho Mail client is changing the way we process email. There are some great features that are lacking in other well-known email clients.



Streams is a social media style integration within the mail platform. You can share email with colleagues, comment on ongoing discussions and let others know what you are up to. Instead of always having to send out a mass email to your team you can just post in the stream where your group can see it. In addition, forwarding emails has become a thing of the past. You can now share emails with c...

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By: Braden | March 17, 2016

Work Smarter from Wherever You Are - New Mobile Apps  

Zoho recently released updates for its Android and iPhone apps. The interface has been completely redesigned and the app is now easier to use. All of your crucial information from the CRM is available at your fingertips.

There is also an available called Leads, where you can add leads to your CRM by scanning a business card or a QR code. Stop hoarding business cards and input them into your CRM from wherever you are. Find out more here.

Zoho Calendar CalDav/iCal Integration  

Are you tired of having to check multiple calendars when setting up a meeting? You can now have all of your events and meetings in one place. Sync your Zoho Calendar with your Apple device using CalDav. Manage events from your Apple device through iCal and stop having to check multiple calendars. Find out more here. 

Chat Within the CRM  

Tired of sending a short email when you want to have a quick conversation? The Enterprise version of Zoho CRM offers a feature similar to Skype or GoToMeeting. You can instant message, voice call, video call, share screens, and share files with anyone who is a user of Zoho CRM.


The Chat toolbar is located in the bottom-left corner of any instance of Zoho CRM. It includes tabs for settings, notifications, active chats, groups, and contacts. Adding new contacts requires only an email address.


Zoho Meeting within the Zoho CRM is also great to utilize with clients and is available in all editions of the CRM. It is easy to share screens with clients to meet remotely. From a contact or lead record, go to the 'more options' tab and select "Meet Now!" They do not have to be a user of the CRM. 

Make Selling Fun!  

In our last hints and tips letter we introduced Zoho Motivator. Zoho Motivator offers advanced dashboards and analytics that make your KPI visible to everyone in your company. In addition, individual employees or sales teams can easily see if they are meeting their targets and exceeding their goals. If you would like to learn more about Motivator, watch this video, which introduces Motivator and explains all of its excellent functions.

Grow Your Business with Zoho CRM

Peter will be presenting a webinar titled "Grow your Business with Zoho CRM" on March 23rd as part of the Zoho Partner Webinar Series. This webinar will describe the six essential pillars of effective business growth that are supported by Zoho CRM. We look forward to seeing you there! Sign up here.