Prodigm - Blog #Zoho CRM

Case Study: Bigin Integration for Local Tennis Club

Tue, 29 Mar 2022 13:01:47 -0400

Problems to solve

Keeping member contact and membership type data up-to-date, without major manual effort each year
Sending annual renewal emails to complete the registration process
Matching faces to names so that members could identify each other
Organizing and inviting members to events with a mass emailing process
Recording the standard Tennis Canada skill level of members, so that members could invite similar skill level members to play matches
Keeping track of who has paid dues, and who needs reminding or finally removing from the booking system
Keeping member data private and secure as requested
Tracking family member grouping and different membership level charges

Summary

Quinte Tennis Club (QTC) has been storing and processing their membership data in a spreadsheet for years. Prodigm introduced QTC to the possibilities of using an inexpensive Zoho Bigin CRM system.

Zoho Bigin is built for groups that need an easy-to-use CRM that can be set up and learned very quickly as new executive members take over roles.

In just two days:

Prodigm loaded the QTC contacts from the membership spreadsheet
Created and published a membership form that automatically updated membership contact information to the CRM membership system via a "smart" form on the QTC website
Eliminated manual update and transcription errors in the membership spreadsheet - what once took hours now takes minutes.
Provided in-depth analytics reporting of membership status

Prodigm created task-related procedures within Bigin that identify outstanding dues, trigger reminder mailings and records and confirms payment of membership dues. Part of this process includes automated templated emails for reminding past members to register and reminding the need for payment or providing confirmation that payment has been made.

Future enhancements could include:

An integrated payment/bookkeeping system
Enhanced mass mailing
Booking system integration

Three Unique Problems and Solutions

Problem 1: Recording multi-member family groupings as associated records in Bigin

Solution: Created a sub-form link accessed at the end of the main registration form to record any number of additional family members, and created a unique field called "family name" that keeps these contacts associated in Bigin

Problem 2. Keeping track of who has paid without having an integrated payment system

Solution: Automatically create an open task when a membership form is submitted which when marked "closed" by the treasurer shows that they have paid

Problem 3. How to process New vs Returning members differently

Solution: The first question of the form ask if the applicant is "New" or "Returning", which activates and controls the logic rules of the form. The following questions conform to the needs of each member type

Learn More About Bigin Set Up For Your Business

FastStarts for Implementing Zoho

Tue, 25 Jan 2022 10:52:23 -0500

How to get started with Zoho One

FastStart programs are designed to introduce you to what Zoho can do for your business and how Prodigm professional services will help you achieve your goals. It's like a maiden voyage on a new ship.

"We don't know what we don't know."

We work with you to initially configure the Zoho applications so you can test and use the key aspects of the each application that you plan to implement. During the Discovery process we demonstrate what the Zoho applications can help you to achieve in business benefits. At the end of Discovery process you are far better informed, and ready to define the project plan with us.

"That's Perfect!"

The phrase we hear a lot in Discovery is "That's perfect." It reflects that we can often exactly meet, not just the stated requirements, but those unspoken requirements, like total data security, guided procedures or cross-silo integration, that makes such a huge difference to productivity and collaboration.

"How much?"

You select an appropriate initial FastStart budget, and we demonstrate how much we can get done for that price in advancing your project.

Our aim is to provide you with a plan which includes addressing your immediate urgent priorities, setting up a detailed project plan, configuring your required system applications so we can illustrate how they work and how they can be configured to meet your needs.

Internal Resources?

If you have internal IT resources resources, they may be able take the project from the project plan point. If not, we work with you on a schedule and budget plan that meets your requirements to implement the system and support it.

During the Discovery process, your staff and management are being introduced and trained in the new possibilities that Zoho application integration provides for greater efficiency, easier management and a more consistent process management and reporting system.

Is one Sprint enough to go live on the new system?

For some clients with very limited requirements it may be possible to go live in a limited way, but typically a first sprint is to get the system to a complete enough point, where realistic decisions can be made about important topics like:

Training your staff
Importing and cleaning your data for every aspect of your system functionality
Enforcing internal security of Data and access
Defining your specific requirements, workflows, automations and procedures
Establishing and training your Administrator
Integrations with your website and forms
Creating workflows and process controls

FastStart Advantages

FastStart service packages offer you initial set up and planning to ensure that you will understand your objectives and how they will be met by using the system and procedures we design with you. We integrate the Zoho One system components that you will use, with users assigned appropriately to the applications that you need to use immediately.

FastStart packages deliver several advantages:

You get to know Zoho One applications better, so you can make informed decisions

You will understand what Prodigm can do for you, so it makes it easier to decide to make a larger commitment if required, in building a long-term relationship.

You will avoid big “Showstopper” mistakes that will derail your implementation. Early mistakes can cause your project to lose credibility with Management and Staff.

You can assess how much Prodigm can accomplish for a fixed price, and the immediate value of Prodigm services

You will be able to assess to what extent your staff is capable of taking on the various strategic, organizational and technical tasks that are required. We want you to be confident and self-supporting users of a system that you understand well. If you have the right staff and management, you may be able to take on the next phases using internal resources with minimal support from Prodigm or Zoho. If not we will help you beyond the initial stages outlined with ongoing support and coaching for as long as you want using our monthly-paid support program

Increased insight into the business advantages that Zoho can bring your business, provide guidance into the opportunities in the “next phases of the project.

You will understand how Prodigm professional services enhance and augment the standard support processes offered by Zoho as part of your license fee.

You will understand the training required to on-board a new user, how to protect your data security and how to be consistent in your sales process.

You can add the balance of the functionality available in Zoho One once you and your staff are ready. That way you are not overwhelmed with all of the training and changed procedures all at once.

Get Started Now

Zoho Case Study: Barlings Barn - Self Catering Holiday Rentals

Wed, 27 Oct 2021 10:13:33 -0400

Barlings Barn - Self-Catering Holiday Rentals

2 users, Zoho CRM, Zoho Sites, Zoho Mail

Executive Summary

Barlings Barn has been established for 40 years. The owners, Felicity

and Terry Margolis, purchased a tract of Welsh hillside, a dilapidated

cottage with no running water or electricity. They had a vision to create

something special.

Introduction

Felicity and Terry knew they needed a modern CRM to help them manage

their holiday rental property, which is a 13-bedroom facility that is

rented to large groups. They rentthe Welsh property to vacationers by

the week or weekend. They also managed twoSpanish apartment rentals,

until selling those in 2018.

The Challenge

They had encountered difficulty with managing operations based on

spreadsheets andMS Outlook email. They also used mobile

communications based on a Blackberry email system. Prodigm

assessed the needs, the sales process and marketing integration.

We suggested an on-going booking system, client contact process and

effective data capture.

Responding quickly to emailed inquiries with quotes and availability
Adding the booking contacts to the CRM for further stay-in-touch,
coordination, last minute changes, rebooking and referrals
Maintaining a web presence with a booking form
Advertising on a variety of holiday booking sites
Accounting and payroll
Banking and reconciliation
Staff coordination: part-time staff involved with bookings management,
forestry cleaning, laundry and marketing database building from all
inquiries processed

Implementation

Zoho CRM configuration
Data load from spreadsheets and diverse data sources
Marketing strategy
Customization
Quote management
Email integration with CRM and mobile mail
Familiarization, strategy, sales process automation

Results

Barlings Barn is now fully booked for properties in the up-coming season

and can turn-around quotes in a fraction of the time required previously.

Even in the challenges of Covid19 and lockdowns, Barlings has collected

a record number of bookings for “staycations”. The best aspect of using

Zoho has been that the process continues when Terry and Felicity travel

and they have distributed the administrative and marketing roles to new

staff.

About Prodigm

Prodigm was formed in 1992 and for the first twenty years concentrated

on providing leadership and innovation to larger organizations such as

insurance companies, the insurance arms of major banks and large

professional associations. We provided leading Artificial Intelligence,

CRM and marketing automation solutions that drove hundreds of millions

of dollars in Insurance policy sales for the Insurance companies and

positioned Associations as leading providers of investment management

and on-line processing abilities for self-service investment and

insurance management.

When we decided to become Zoho Partners we were passionate to

bring business advantages, that were previously only in the budget

range of very large organizations, to the smaller companies that are

the life-blood of the Canadian economy. It is difficult, challenging and

yet hugely rewarding when our customers thrive and grow.

Zoho builds the software, Prodigm makes it work for you.

www.prodigm.ca

What do the Zoho suite of apps do for your business?

Tue, 29 Jun 2021 11:19:25 -0400

Automate

Make your business easier to manage, more efficient and organized
Review up-to-the minute reports to show all Key Performance Indicators for immediate action. You need to know now what's happening now.
Respond to customer requests immediately. Automated events trigger workflow processes that send emails, ask for approvals, create and assign internal tasks
Website forms deliver leads directly into your system for instant response and assignment of sales resource
Automatic scheduling of social media posts weeks in advance for consistency and brand awareness

Collaborate

One source of all data that is shared as needed, automatically stored in a secure, encrypted multi-backed up data centre
One login for all applications
Assign tasks to your team along with a link to the associated records
Increase productivity by making relevant information accessible for employees as needed
Immediate access for customer-facing employees to all relevant information to "Know Your Customer," to provide prospects and existing customers with a personalized experience

Manage

Have additional time to do the "more important things"
Welcome growth because additional volume is no problem
Coordinate sales teams in any location
Process real-time information from your entire business suite
At-a-glance graphic representation of key trends
Encourage remote workers with tools that support productivity and results

Everybody Wins - Helping Your Salespeople Perform

Fri, 03 Nov 2017 00:14:18 -0400

Sales is the cornerstone of every business.

If we’re not selling, money isn’t coming in, and if money isn’t coming in, there is no business. While holding salespeople accountable is fair, are we as businesses doing everything we can to help them get to their goals?

Here are some ways in which we can support our sales force in bringing their best game, so we, as an organization, win all round.

Find the right people

Not everyone can be a successful salesperson. A good sales team complements one another and consist of individuals who have the inventiveness, capacity, and tenacity to approach and close a sale. Don’t put your sales team together lightly. Invest time in finding the right people for the job.

Make sure they are up for the task.

Training is the next piece of the puzzle. Making sure your sales teams are well trained to sell on behalf of your company. Many organizations committed to excellence have one thing in common – they are dedicated to investing in the people who represent their brand. Training in different forms, from strategic to technical, along with rewards that incorporate a learning model is a great way to make sure everybody wins!

Help them prioritize

Sales staff need to be fully on-board with your strategy as a business. Ensure that the company’s goals are understood and their impact on the sales proposition is clear. Setting strong goals and outlining how they will be tracked is a good place to start building accountability with teams. Make sure that your performance reviews feed into your process. Giving employees the feedback they need on an ongoing basis is more likely to get you results than formal, once-a-year meetings. Make all metrics that will count as KPIs , clear up front.

Give them access to the information they need.

For inbound leads, sales teams need systems, processes, and tools to do their jobs efficiently, especially when they are on the road. Ensure they have access to product information, as well as updated pricing and inventory information, in real time. For outbound teams, ensure they have qualified leads, target profiles, clear priorities, and the technology they need to nurture and feed content into their prospecting.

When all this information is available in a format that works across devices, remotely, your sales teams will spend a lot less time looking for information and more time making sure the customer requesting it has it. This spells more effective conversions.

Use your CRM effectively to help Salespeople sell.

With a few focused efforts, we can all get more out of our sales processes. The easiest way to get started on this process is to use a CRM that works for you, if you aren’t already.

An integrated CRM offers many benefits at relatively low costs. And there’s only one sure way to get everything you can from your CRM. Learn to use it well!

Take our two-day course designed for business owners, executives, and sales management professionals - Mastering CRM Implementation and Configuration Strategies. It teaches you all you need to know about using cloud-based CRMs to increase business. We’ll even help you apply for a Canada-Ontario Skills training grant, if you are eligible, and give you access to the latest version of our tool! Fill out the form online, call 416 564 1446, or email sales@prodigm.ca for more information

More Improvements from Zoho Writer

Fri, 03 Nov 2017 00:10:20 -0400

ust when you thought Zoho Writer couldn't get any better (i.e the bulked up mail carrier, it's integration with WordPress and the new iOS and Android apps), it does. Zoho just announced two additional document formatting options to help make Writer adapt better to the way you work. Here is a summary of those enhancements.

Collaborative code snippet

Identified from the expressed need of Developers, Zoho has now introduced a code integration tool with Writer. Previously, Developers were inserting their code into documents and then using the comments tool to discuss it, while others would just use it to document their code. Based off of this, Zoho now works in 13 common coding languages (C to Swift, etc.) and combines this with Writer's full-featured word processing capabilities. This integration now allows users to access their knowledge base on the cloud, from any device and from any location.

Quotes

In addition to the Collaborative code snippet, Zoho has also introduced an easier way to insert quotes or excerpts from your favourite writers, and quickly give it a style that stands out. Default paragraph styles in Writer (Heading 1, Heading 2 etc.) now have a new Quote option, and it’s compatible with MS Word, creating some graceful and simple quote designs for to use.

For more information on these updates please contact Prodigm directly.

5 Growth Hacks for First-Time Entrepreneurs

Fri, 11 Aug 2017 09:37:25 -0400

Use These Strategies to Grow Your Business

With a robust set of unconventional marketing strategies, you can push your business to the next level by generating better revenues, getting more customers, and staying ahead of competition easily. These strategies, or growth hacks, help your business create a strong foothold for itself right at the start, ensuring its sustained growth in the future.

Unlock the true potential of your business with these growth hacks that will help you entice leads, engage with prospects, generate sales, and nurture customer relationships.

Create Quality Content

Many marketers share great content in various forms but fail to use it to drive sales. Creating captivating content through blogs, eBooks, website pages and other content-driven communication tools must be supported by measurable ways of converting your readers into leads.

With a huge surge in the popularity of video over the past decade, one that is easy enough to understand given the move from desktop to mobile computing, investing in generating video content that is informative and accountable is almost a necessity today.1 The right mix of content will not only bring in more leads but also educate them about the category in which you play. Convert the audience that consumes your content into leads through compelling CTAs, opt-ins, newsletters and gated landing pages for content downloads.

Watch Your Competition Closely

At the early stages of your business, competition is extra important to watch. It is one of your best avenues for learning. Competition is a healthy reality of business and can provide vital lessons from the industry that can lead to consistent improvement in products and services. Stay on top of the key moves your main competitors are making. If a strategy works well for an established player, a variation on the theme might be worth considering.

Automate Your Social Media Marketing

Though highly effective, social media can be time-consuming since it’s ‘on’ 24/7. Take advantage of social media automation tools (like Zoho Social), and services, to help you increase your pool of followers, schedule content at times that are most effective, devise formulas, and more. However, remember to keep your content engaging and relevant to your audience.

Don’t be Afraid to Experiment

Consumers quickly tire when they are told about the same offering, in the same way, using the same media. Try different online and offline promotion techniques to reach your target market and increase conversions. The right promotional mix can boost your sales relatively soon while building enduring relationships with customers over time. Even simple changes to your messaging strategy (testing more than one message on social channels for example) can appeal more to your audience, and drive sales.

Be Everywhere!

Use PR strategies and good, old-fashioned networking effectively to stay top-of-mind. Host podcasts, webinars, and events as well as participate in industry conferences and trade fairs to boost your brand’s presence. Look for opportunities at face-to-face interactions to generate leads through referrals.

CRM software can help you know your current and potential customers from multiple contact points. These include: notes about meetings or phone calls, social interactions, email exchanges, mass email opens and clicks, conversion and loyalty communication strategies you have initiated, and surveys they have completed. CRM also keeps track of any documents you have exchanged including the contracts and proposals you have initiated, any complaint tickets you have processed, with a record of the person in your organization that has communicated with the customer in question. Further, you can keep track of past events and future planned meetings, outstanding and completed tasks, current and historical sales opportunities and stages, invoicing totals and payment status, as well as specific product interests expressed.

A CRM is everything you know about everyone you know and what you plan to do about it! The key lies in learning how to get the most out of it. Contact us to find out how our cloud-based CRM training can help.

OUR COMMENTARY ON ZOHO's NEW 2017 CRM UPGRADES

Tue, 11 Apr 2017 12:54:56 -0400

Introduction

Zoho has just announced a raft of new CRM functionality (the full report can be found here). This is the first upgrade since the new user interface was rolled out 7 months ago. To help you make sense of this, here is Bernard McLeod's (a Zoho Partner and Prodigm Associate) take on what you need to know.

We’ve also noted which features require which (minimum) edition of Zoho CRM.

The usual disclaimer applies - these are our opinions and not necessarily those of Zoho Corporation. As always, if you have further questions or would like to learn more just let us know.

Scoring Rules (Standard Edition)

This is a simple but hugely useful addition - particularly when applied to Leads and Opportunities. In essence it allows you to define rules to add or subtract “score points”. For instance, if the lead source is a personal referral, the lead has an approved project and is operating in the financial services sector, then you might add 10 points to that Lead’s score. Conversely if an opportunity has been stalled for 6 months and is worth less than $1,000 you might deduct 8 points. Scoring Rules are a powerful tool to sort and prioritize large numbers of Leads or Opportunities and thus pursue those that are likely to yield the best outcomes.

Conditional Fields (Enterprise Edition)

This is a major CRM interface enhancement - designed to remove clutter and hide distraction. You can now build layout rules that determine when record sections / fields are visible and which fields are mandatory.

For example - say you sell insurance. The CRM Insurance Module would display as a spartan page, with a single Select Insurance Type field. If you select “Car Insurance” multiple fields appear - requesting vehicle type, vehicle age, etc. However if you select Travel Insurance you instead see fields related to destination, medical condition and so on.

Also if you state that you are married than the Spouse Name field becomes mandatory. This is a big productivity boost and there are any number of scenarios where this becomes valuable.

Blueprint (Enterprise Edition)

Blueprint is a game changer that is relatively unique in the CRM world. Zoho believes that this will become a key product differentiator.

Blueprint is used to control workflows and information capture through any CRM process. We expect it will be used primarily for sales processes but it is available for all standard and custom modules.

Consider how sales pipelines work today. If you have an opportunity tracking process with 6 stages (e.g. New, Qualification, Quotation, Negotiation, Won and Lost) - there is nothing to prevent the opportunity owner changing the opportunity stage from “New” to “Won” or to “Lost” with little explanation. So what just happened?

Using Blueprint you can now enforce a repeatable sales process. You map out the transition between each stage and the requirements that must be met in order to transition. For instance you are only permitted to move from Qualification to Quotation (not jump to Won), you are not permitted to offer a discount of more than 10%, a deal worth $10k+ must be approved by person x. You can also mandate which contextual information is captured each time the opportunity advances through the workflow. To set all of this up Zoho has built an intuitive drag and drop interface.

The Blueprint feature will become increasingly important as organizations grow or when teams are geographically dispersed. It enforces best practices and provides the necessary management controls.

Slack Integration (Standard Edition)

Not a major change but Slack (the popular business messaging and collaboration platform) can now integrate with Zoho CRM. You can share reports, dashboards and other information via a Slack channel.

Zia Artificial Intelligence (Enterprise Edition)

Cortana, Alexa, OK Google, Siri et al - meet Zia. Zia is Zoho’s AI engine for CRM. While it doesn’t have a voice interface (at least not yet!) it does do trend analysis, identify anomalies and make suggestions based on past CRM interactions or behaviour patterns. It can recommend the best time of day to call a client, flag a slowdown in deal closures or suggest a macro to automate repetitive tasks. There is nothing to enable or configure - Zia runs continuously in the background.

AI and expert systems are an emerging trend in CRM. We have not yet had the chance to judge its real-world performance - but suffice to say AI is here for the long term and will become ever more powerful. The tech world has moved far beyond the old Microsoft Word “it looks like you are trying to write a letter” days.

Other Feature Updates

Voice over IP Telephony integration (Standard Edition) for 10 additional cloud telephony partners. Important if you wish to integrate VOIP and CRM and are using one of those vendors.

Office 365 Integration

Office 365 Integration (Standard Edition) to sync users / contacts / calendar / email etc. with Microsoft’s Office 365 service.

Sales Signals

Sales Signals (all editions) enable CRM to accept real-time “signals” from a range of 3rd party cloud apps such as MailChimp and SurveyMonkey. Zoho has also developed an open API for integration with many more cloud services.

All of these new features will be made available by Zoho in the upcoming weeks. We have significant experience in implementing sales process control and other advanced features. We will be happy to assist your implementation project for any of these enhancements.

Contact us to book a call to discuss these options and how they will help your business to grow.

Hints and Tips July 2016

Wed, 27 Jul 2016 09:58:49 -0400

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.

Automatically Gather leads on social media and push to your CRM

Tired of not getting any value from the connections and interactions you have on social media? Another feature of the new Social is the ability to automatically push social connections to your CRM as new leads.

You can set up predetermined rules for pushing leads to your CRM. For example, if an account retweets something of yours, you can have them automatically be added to your CRM. In addition, if someone likes your Facebook page you might think they are a pretty good prospect. Zoho Social can push their information to the CRM as a lead from where you can do whatever you want with them. If you have a large number of followers or are dealing with too many leads, you can restrict the connections that are added to the CRM by using keywords.

Measure Revenue from your Social Media Marketing

Being able to add leads from Zoho Social is a great feature, but Zoho Social really shines in measuring revenue from your social media marketing efforts. Reports in Zoho Social now include a standard CRM report. This shows the number of leads and contacts created, as well as the potentials and revenue that came directly from the leads and contacts created from Zoho Social. You can filter by social network to really understand which social platform is most valuable to your business and bottom line.

The New and Improved Zoho CRM 2016 is Coming!

We have been working with the new Zoho CRM UI for several months and we love it! It has been completely revamped and the new User Interface has over 50 new features. These new features help you work faster and smarter than before. When you log in to your current CRM, you should see a notification bar at the top of the screen about Zoho CRM 2016. If you follow that link you can register for the new UI, which will be available on 27 July.

We have been testing the new UI for a few months now and have not switched back to the old version in recent months. We really think you are going to like the sleek look and increased functionality that the new version of Zoho CRM offers.

Contact us to learn more about how we can help your business grow!

Hints and Tips June 2016

Mon, 13 Jun 2016 09:59:51 -0400

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.

Businesses using Zoho Social will now have the opportunity to build their brand across all of the key social networks – Facebook, Twitter, LinkedIn, Google+ and Instagram.

With Instagram on Zoho Social, your business can:

Follow visual posts around topics that matter to you. Keyword searches let you discover new content and build your audience. You could follow posts about your brand or products on Instagram. Or, you could search keywords and hashtags that your potential customers are likely to make posts about.

Figure out how your posts are performing best and see the most popular posts. Filter published posts by recency or popularity. See stats for all your posts, so you can understand how your audience is engaging with the content you publish.

Learn more about your audience on Instagram and engage with them. A handy list of all your Instagram connections lets you see how they’re engaging with your content. You can sort this list to discover “brand advocates” i.e. people who are most engaged with your brand. Another way to sort this list is by connections who have recently interacted with your brand. For each connection, you can see the history of interactions they have had with your brand. You can also add in their contact information directly.

Get alerts for new activity and respond to comments on your Instagram channel, even while you’re on the move. Notifications on your mobile device and web browser let you know whenever there are new likes or comments on your Instagram posts. Keep your audience engaged by replying to new comments as and when they come in.

Get access to Instagram analytics and create custom reports with Instagram stats. A glance at the built-in Instagram report tells you how your brand is performing on Instagram, what kind of content resonates with your audience, the best times to post to Instagram and who your key connections are. You can also create a custom social media report by combining stats about your brand from Instagram with stats from other networks.

And of course, you can manage Instagram (as well as all your other social media channels!) even when you’re away from your desktop, with the Zoho Social mobile apps on iOS and Android devices.

Empower your Workforce with Zoho People

We are pleased to announce the launch of Zoho People 3.0. Zoho People, our human resource solution, is getting a better look and feel with a brand new UI. We present a sleek new interface designed for easy navigability and coupled with smart features to greatly improve your Zoho People experience.

No more worrying about performance appraisal seasons

The much awaited Performance Appraisal module is now a supported feature in Zoho People!

That time of the year can be stressful for HR personnel who have to constantly ask managers for performance reviews. Finally, Zoho People makes it easy to automate performance reviews and run performance management in a way that engages your employees.

Performance reviews helps to identify the skills of your employees and the places they can improve. With Zoho People you can set and track goals, gather 360-degree feedback, run employee self-appraisal and multi-level reviews. You can get insights on individual and organizational performance with comprehensive performance reports.

Maximize your reporting capabilities with Zoho Reports integration

The new Zoho People UI greatly improves your reporting capabilities. Say you need to get a sales team travel expense report for the last three months, and need to categorize it based on stay, travel, food expenses, etc. Before, creating this report would have been cumbersome. But now, thanks to the tight integration with Zoho Reports, HR departments can extensively customize reports and gather valuable insights a number of ways.

Take control with improved administrative features

As an account administrator, setting up your Zoho People account should be easy. That’s why we’ve enhanced the setup experience so you can import your employee details, configure approvals, and perform a number of other basic tasks quickly from the convenience of your administrator dashboard.

This separate admin dashboard provides you easy access to important data like attrition and new joinee reports. You can also find it simple to customize forms, enable permissions, and making mass updates.