About Hari Narayanan

Hari is a Marketer at Zoho Projects. He explores apps, trends and technology in the Project Management space.

Bridge the Gap Between Your Sales and Execution Teams

Posted by Posted on by
0

In many organizations, post-sales and follow-up teams that work closely to get their clients started up have little idea how their projects are progressing. This is often a result of an unintended hand-off — whereby post-sales activities are tracked, separatelythrough a project management system, with a different set of players from the CRM system that was used to track the deal. Consequently, internal teams work with partial information and are often caught by surprise, compromising their customer’s first experience. Not any more.

Zoho CRM addresses this problem by letting you plan and execute projects within your CRM software. We do this by integrating Zoho Projects, our advanced project management system, directly into Zoho CRM. Now you can contextually view and manage project information right from the Accounts, Contacts and Potentials tabs of your CRM.  This gives you the power to manage the entire customer life cycle — from lead generation to project execution — in one place!

CRM-Projects-Integration

Rodriguez Consulting is a New York civil engineering and land surveying firm that takes advantage of project management within CRM. CEO Lou Rodriguez explains their process.

“After an opportunity is won, our sales executives create a new project for the deal within Zoho CRM”, he says.  “A project manager is notified of this new project and it is his or her job to manage the project, set up a time line, and assign tasks to employees. Tasks are added directly to employee calendars and our firm uses Google Apps for document management.

Rodriguez-Consulting

Lou feels this has helped them consolidate their work, improve visibility, and save time.

“Zoho Projects has allowed us to replace whiteboards, Excel spreadsheets, and Microsoft Project files with one single enterprise solution that our entire team can depend on,” says Lou. “Managers get a dashboard view of everything we’re working on and this saves time spent searching through hard copies and online folders. Zoho Projects working inside Zoho CRM has allowed us to seamlessly integrate opportunities.”

Zoho Projects is available in the Professional and Enterprise editions of Zoho CRM, at no extra cost. Visit this page for a detailed walk-through of how CRM and project management go hand-in-hand to streamline your business and help you serve customers better.

Basecamp users, BUMPing is now easier than ever!

Posted by Posted on by
0

Ever since we launched BUMP, our Basecamp User Migration Program, organizations by the hundreds have been migrating to Zoho Projects. Why are they doing that? With Basecamp, you only get the basics covered like sharing files, assigning tasks and checking due dates. Zoho Projects is an advanced project management system with milestones, Gantt charts, dependencies, sub tasks, document management, advanced reporting, issue tracking and a lot more.

And you don’t pitch camp, when the doors of a palace are open before you!

BUMP-Basecamp-Projects-migration

Read more

The Secret of Effective Project Management

Posted by Posted on by
0

Let me get straight to the point. The Secret of Effective Project Management is finding the right balance between managing too little and managing too much. And in order to understand how to walk this elusive middle path, let us first take a look at the extremes.

In a quest to give their team a free hand and keep things moving fast, some managers end up taking an over simplified approach. When they do this, they lose track of important aspects of work. When their team would want their guidance, they wouldn’t know it and hence would not be available to them. As a result, the team would end up heading in a different direction from the one they want to steer it in. On the other hand, other managers wanting to stay in charge make their processes too sophisticated. They fill their work places with rules, regulations and policies. A large part of the workday is spent logging what is done, getting permissions and just adhering to protocol. And all this makes the team’s progress a lot slower than what it can be.

Let us examine this phenomenon with an example. Say a manager needs to work with a team of designers to create a new website for his company. An over-simplifying manager gives the team an idea of what he wants, agrees on a deadline and disappears till then. He believes, he has given his designers a lot of freedom. But when the work is done, he realizes many things don’t fall in place. He wants to project his business as long-serving, stable and trustworthy and the heavy use of fire-engine-red and sporty fonts don’t really reinforce that.  He realizes with much despair that the site needs lots of rework and this is good news to nobody.

The manager who overdoes things, creates a detailed specs document that specifies permitted image and font sizes, graphics to text ratio, page sizes and a long list of dos and don’ts. She wants the team to log the time spent on each file they create and also send her daily reports on progress. And the team feels it would be easier to write a program that parses through these specs and dumps a matching template than create one themselves! Read more

Gantt Chart: The Incredible Story Continues

Posted by Posted on by
2

We have already seen how the Gantt Chart was used in several projects, big and small, across industries over the last century. Its original use was to plan production in factories, to allow all components to be available when needed for subsequent production activity. Today, as we hear from our customers, they are used in a variety of other applications and this includes marketing! Find it hard to believe? Take a look at these examples.

Caldera Group is a company based in the Netherlands, that offers shared marketing services. It provides its customers the marketing department they always wanted, at an affordable cost. “As part of our work, we have to communicate with multiple companies,” says Leon Hamstra, a director of Caldera Group. “Our operations require our employees and our customers to be on the same page at all times. The Zoho Projects Gantt Chart helps us do just that.”

Moving to Johannesburg, South Africa we have Spaghetti TV, a company that produces corporate movies, presentations, TV commercials, documentaries and other content for broadcast and online distribution. “We work with clients all over the world and we use Zoho Projects as a means of not only planning the project for internal resources, but also for giving clients a view of project progress,” says its founder Andrew Lester. “The Gantt view is something they are used to interacting with and being able to edit tasks here was a real improvement for us.

We see that the Gantt chart continues to be an important tool for managers and we want to make sure they get the best out of it. So here are some more enhancements we’ve added to the Zoho Projects Gantt view. Read more

Announcing the first-ever Zoholics for Productivity and Collaboration Apps

Posted by Posted on by
0

We’re excited to announce Zoholics Productivity and Collaboration, our next user conference, on August 25th and 26th at Pleasanton, California.  And here’s what we have in store for you:

  • Learn how you can get the best out of Email, Sites, Projects, Connect, Docs and other Productivity and Collaboration apps from Zoho.

  • A keynote by Sridhar Vembu, CEO, Zoho Corporation followed by product presentations, new feature announcements and a sneak peek of stuff that’s coming up.

  • Learn the latest trends in Producitvity and Collaboration and how you can apply these to your business.

  • Have one on one interaction with the Zoho team and get to know our products in depth and tell us what more you want.

You can find more information including a detailed agenda and register for the event here 

zoholics-sales-and-marketing

Scenes from Zoholics Sales and Marketing that happened in July 2014

Zoholics for our Sales and Marketing apps happened in July and here’s what some of the attendees had to say:

“You made me feel welcome and you covered all of the topics I was interested in. I’m very much interested in learning even more and was happy to make some great contacts through Zoho,” -Christian Weaver,  Shop4HealthPlans.com

“I was impressed by the knowledge, enthusiasm, and helpfulness of Zoho employees. Everyone mingled so easily. The personal networking was unmatched by any other conference,” Jeanie Sanders, Logical Operations

“I came in knowing very little about Zoho. I didn’t know what to expect. The conference was great for me because I was able to sit back and take in a wealth of knowledge. Each seminar I attended was what I needed,” -Kurt Kamphausen, Allen Engineering Corporation

Zoholics-productivity-and-collaboration

 

 

Business in Florida Shifts Base to Zoho’s Camp

Posted by Posted on by
0

“Everything should be made as simple as possible, but not simpler.” — Albert Einstein.

I like many things about the company Basecamp. They have written some remarkable books and maintain an interesting blog. Having their roots in design, their products provide a good user experience. Like us, they too have eschewed venture capital. Both companies don’t like the bubble-mania that so often sweeps our industry; our focus is on the the long haul. 

However, when it comes to product management, we part ways with them. The simplicity of Basecamp comes at a cost that it does not have the depth needed to handle complex projects. Their constant refrain of “Less is more” or rather “Less is less” comes in the way of the recognition that complex projects do exist. We, on the other hand, come from a conviction that simplistic slogans cannot substitute for product management. Product management is about making difficult choices in facing complex problems.

We provide a hierarchical structure consisting of milestones, task lists, tasks and subtasks to break down complex projects into easily manageable units. Views like the Gantt Chart and the Resource Utilisation Chart are needed to ensure that a project with different people in different places working on different tasks, sticks to schedule. There is essential, irreducible complexity in the real world. An app that can meet this complexity needs to be feature rich and sophisticated. Failing to acknowledge this practical truth, sounds to us like, “We don’t like complex problems, so let’s pretend they don’t exist!”

To understand how this difference in ideology can impact businesses, take the case of Sunny Land Tours, a Florida based operator specializing in trips to Egypt and the middle east.

Zoho Projects Egypt

Read more

Tracking the Flow of Time

Posted by Posted on by
8

A friend once called me to talk about a totally unexpected question he was posed in a job interview. The interviewer had simply asked him to ‘define time.’ I asked him what his reply was. He turned the question around and asked me how I would have answered.

Immediately, I didn’t know what to say. It was one of those things that you were always aware of but just couldn’t put into words. After considering a few approaches I came up with this:

“Time is that, which continuously turns the future into the past!”
“Haha, good attempt,” said the friend, “But words like ‘continuously,’ ‘future’ and ‘past’ are defined using time. So this cannot be taken.”
“Then what is the answer?”
“I searched about this. Albert Einstein came up with one of the most popular and accepted definitions. He said, ‘time is what the clock reads!’”
“Are you joking?”
“No I am serious.”
“Then how do you define a clock when you cannot say it is ‘that which shows time?’”

The friend just laughed and changed the topic.

The problem of utilizing resources such that their time is spent optimally is a crucial one for any project manager. And simplifying this is a prime area of focus for Zoho Projects. A couple of weeks ago, we rolled out several updates in our Gantt Chart, a direct visual representation of tasks with respect to time. Before that, we’d announced an advanced analytics add-on powered by Zoho Reports that gave you more than 50 ready made reports with rich insights. And now, we’re adding another bunch of features, that lets you take charge of time!

Read more