Win More Deals with Document Analytics In Zoho CRM

Posted by Posted on by
0

This is a guest blog post by Adam Metz, the author of Amazon #1 internet-marketing best-seller ‘The Social Customer’, and the VP of Business Development at PandaDoc.

Zoho CRM users have been able to send documents to their contacts for five years. The company even added a real-time editor into their Document Library 3 months ago.

But they’ve never had integrated Document Signature or Document Analytics. Until now.

PandaDoc and Zoho CRM IntegrationLet’s say you want to send Emily, one of your leads, a Google Slides presentation or a Microsoft OneDrive document to read or sign. PandaDoc and ZohoCRM IntegrationSure, you could share the document with Emily via email. But once the doc leaves Zoho, it’s tough to tell whether she read every page of it, signed it, or even looked at it.

Most sales professionals want deep visibility into what their customers are thinking. It’s difficult to sell in a competitive situation without this kind of “deal intelligence.”

“Deal Intelligence” on Documents to Leads

Currently, Zoho CRM customers can upload their documents from many different formats. Now you can also send those documents to your Zoho CRM contacts faster and find out:

Read more

Customer Spotlight: How One Company Went from No CRM to Zoho CRM Power Users

Posted by Posted on by
0

tonariLogo

“We had evolved our CRM from spreadsheets, to Goldmine CRM and finally to ACT CRM, but we knew we needed to move to a native cloud-based CRM”

Three years ago Tonari Inc. knew it was due for a CRM upgrade having used a few different systems including Goldmine and ACT for several years.  However, having grown beyond the feature offering of those CRMs, Tonari was left operating without one all together.

“Goldmine and ACT never really were good enough.  They had flaws in terms of reliability and of course there was the problem of not having access to our CRM everywhere.  About three or four years ago we were in a little bit of a slump and it was time for us to redefine ourselves – we changed a lot of things internally and none of the other CRMs were cutting it so we were left without one.  I knew that it was time to implement a CRM that was truly effective for us.”

Read more

The customer service lessons we must all learn from that Comcast call

Posted by Posted on by
0

​By now, you’ve probably  heard the call that hijacked the Internet last week. If not, let me warn you. It is painful – incredibly painful.  And while I do feel awful for the customer, ultimately, the cancellation call from hell breaks my heart for a shocking reason.

Listen to it again, and try not to empathize for the hapless agent and his cringe-inducing commitment to the Comcast way. This poor soul morphed, in eight short minutes and one tweet, from internal hero (revered and rewarded for his ability to continually face-off against tough odds and win) into the saddest character in a modern-day tragedy. Thankfully, like all great tragedies of the stage, we can heed the warnings and reap the rewards of lessons that become apparent.Frustrated for everyone

First, let me frame the scene. On one side of the phone we have Ryan Block, famous tech journalist (founder of gdgt and founding editor of Engadget), and on the other we have a nameless cog in the massive machine of horrible customer service that is commonly known as  Comcast. As in all tragedies, ultimately both players become victims of a larger, more devious force. Read more

Get Instant HR Alerts and Live Feeds with Zoho People.

Posted by Posted on by
0

Jack, an executive, applies for a travel approval through his company’s HR portal. His manager misses the request amongst other important emails. The approval is delayed and Jack is left uncertain about his forthcoming travel.

Now, lets assume Jack’s travel gets approved eventually. He plans his lodging and other expenses for his trip, keeping the existing HR policy in mind. Upon returning, he attempts to have his expenses reimbursed, only to realize the HR policy had been changed well before his departure. This leads to unforeseen confusion.

add1

Approvals, reviews and announcements will be effective only if they’re made at the right time. The situations detailed above are just two of many such instances employees encounter on a regular basis. It could also apply to job completion notifications, leave approvals, timesheet requests, office holidays or any other announcements. Yes, you could always receive alerts and discuss approvals through email. However, too many emails back and forth would result in flooding your inbox.

How can this be solved? It’s simple: Notifications!

Read more

The Chart Picker Guide

Posted by Posted on by
0

Charts have the magical ability to transform abstract numbers into beautiful readable visualizations. Trouble comes when you have to choose the right chart, that could best visualize the data involved. We have come up with a chart-picker guide that will help you to choose the best chart for the occasion. Go ahead and make the right pick!

Column/Bar Chart
Pick this chart to compare data classified into discrete groups. Be it your sales in each quarter, or say scores comparison among teams.
Column-Bar Chart01

Read more

5 Financial lessons from Game of Thrones

Posted by Posted on by
0

Did you know that the Queen of England visited the Iron Throne a few weeks ago (almost sat on it too)? That’s the level of impact the show has made in just four years. Game of Thrones is an epic fantasy series which centers around the battle to capture the Iron Throne, the symbol for ruling over the seven kingdoms of Westeros. It has been universally acclaimed as the best series by fans and entertainment critics alike. Some fans even want the writers to be knighted (including me!).

GOT_blog_img1.0-without-border

For those of you who have watched the show, there are some crucial finance lessons you can take away, aside from the numerous plot twists and excitement. And those who haven’t watched it yet, have no idea what they are missing. Here are five finance lessons from our favorite TV show (Season 4 spoiler in the 5th point). Read more

What I learned from working remotely with cross-cultural teams

Posted by Posted on by
3

For about six years now, I’ve been working in a cross-cultural environment. Our teams are split across offices in India and the US, with the majority of our development efforts based out of India.

I work remotely out of New Delhi, whereas most of our India teams work from Chennai. To give you an idea of how far these two places are:

In this unique situation, I’ve had the opportunity to work with teams across different locations and time zones. These differences no longer come in the way of teamwork and collaboration. In fact, they ​help us evolve and adapt our own business apps to make this combination work – no matter where you are and what time zone you’re working in, you’re always connected and in sync with other people.

What could get in the way though, are cultural differences.

It’s usually good practice to mix people from different cultures. Everyone brings in their own cultural perspective to the table, and people get to learn from each other.

But it’s tricky for people from different cultures to work together, especially when they’re not all working at the same time, under the same roof.

Tricky, yes. Impossible, no.

Here are a few things that can make it possible: Read more