Zoho Hints and Tips - March 2016

Thu, 17 Mar 2016 11:38:07 -0400

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.

Try out the amazing Zoho One package of business apps for free.

Zoho Hints and Tips - February 2016

Thu, 25 Feb 2016 11:09:47 -0500

Zoho Motivator helps you achieve your sales targets

Zoho Motivator is a great new product that helps boost revenue and engage your sales team. Motivator creates a competition between sales staff related to your KPI. The latest results are displayed on a big screen in your sales office, so everyone can see where they stand in this week's competition.

This simple concept motivates sales personnel to meet and exceed their sales objectives. It draws data directly from the CRM on a minute by minute basis. You can also review the latest state of the current competition on your mobile phone app.

The sales data and KPIs are presented in clean and attractive dashboards that are easy to read. This makes it easy for everyone to quickly see important data, such as if the company is meeting their sales targets and who is the best performing sales person for this month.

Motivator also makes it easy to analyze your sales pipeline. Employees can view the speed with which deals are closing, win rates, and much more. Find out more about Zoho Motivator here.

Get leads directly from web pages with no data entry

Capturing prospective client data from a web page has just become fast, accurate and easy! Zoho offers a Google Chrome extension called "Zoho CRM - Contact Info Extractor" that extracts and saves contact information with a few clicks of the mouse.

If you find yourself on the 'contact us' page of a potential client or staring at an email signature, the extension makes it easy to collect that information and store it in the CRM. The Extension can be found in the Chrome Web Store. Search for "Zoho CRM - Contact Info Extractor".

Simply highlight all of the relevant information with your mouse. Either right click and select "add to Zoho CRM" or click on the Zoho CRM Extension icon in the top right of your browser. A window will appear and you can review and edit the information collected. Click add lead and a new lead will be created in the CRM.

Tagging users in notes for fast sharing of breaking news

One feature that we love to use within the CRM is the ability to tag users when writing notes or commenting on an event in feeds. For example, if I learn something about a client that I believe will be useful to a colleague, I simply tag them by using @, much like is done on social media. The tagged user receives a notification that they were mentioned in a comment and can review the comment. This also works in the New Zoho Mail client (type mail.zoho.com in your browser to preview it.) More on this feature at this page.

Prodigm - Blog #Zoho Motivator

Zoho Hints and Tips - March 2016

Zoho Hints and Tips - February 2016