Wow - Thanks! We are overwhelmed by the support everyone showed us on Twitter and elsewhere after Microsoft called us "fake".

For example, Vinnie Mirchandani at Deal Architect said:

If this is fake, give us plenty more

Tim O'Reilly also twitted about it:



The question is, what do you do when the 800-lbs gorilla in the industry calls you a fake? Well, we've come up with a checklist

  • Blog about it - Check
  • Tweet about it - Check
  • Make a website about it - Check (We just uploaded the Fake Office 2.0 version)
  • Make a movie about it - ?
Yeah, we realized this morning that we were missing that movie part. So we made Fake Office - The Movie. It's a musical documentary about life in the 21st century with the "non-fake" Office and the "Fake" Office. Pay attention! There's even a cameo apperance by your favorite "non-fake" Office feature, Clippy. Here you go:



Now, seriously... want to see how real the fake office is? Sign up now. Takes less than 20 seconds.

Back in early June, James Haftner tweeted: "Holy magnolia, whatever Zoho is using for their forums is slick!". @James_Hafner. thanks for waiting, here's your answer.

If you noticed, so far this year we have been trigger-shy on new products - that's because we have spent a lot of time working on the cross-integration of our products. But today is brand-new-product-day at Zoho. We're very excited to announce our newest product: Zoho Discussions.



Zoho Discussions allows organizations to create external and internal communities where problems are solved, topics are discussed and ideas are exchanged. Businesses can create a customer support forum where solutions to problems come not only from the company support reps, but also from other users in the same situation. Customers can make their voices heard and vote on what they like - and don't like. Employees can discuss important topics in an environment that fosters collaboration much better than e-mail.

Connect with and engage customers: Customer Support Forums, Feedback and Product Innovation

Customer support need not mean endless automated voice prompts and a bad experience for customers, nor a costly expense for companies. One of the most important scenarios Zoho Discussions enables is the ability for organizations to better connect with, support and listen to customers through Customer Support Forums.

Customer Support Forums. They provide a venue where customers can find the relevant information they are looking for. But unlike the approaches of a previous generation, it doesn't stop there - customers can also post new questions or even comment (and vote!) on the accuracy of existing answers. Who answers those customers questions is also different. Customer support reps are augmented by the power of the community and customers helping each other out. When an organization sets up their own customer support forums, they can remain in full control of it. We believe that's an important point for companies as, of course, they care about their brand, customer experience, and building customer loyalty over time. For example, ManageEngine.com has built a fully customized community on top of Zoho Discussions.

The other angle of the customer engagement equation is customer feedback and innovation. Many people complain that innovating is hard. Actually, innovating is rather easy. The hard part is innovating on something that customers will actually like - and buy. That's why customer feedback at all stages of product development is so valuable. For example, Zoho Creator implemented a customer ideas forum back in April. There, we ask the community what features they would like to see developed for the product. Then we go and develop the most popular requests.

Customer and Partner Communities: Intranet and Extranet

Of course, problems and ideas are not exclusive to customers. What in the customer world takes the form of a support forum, in the intranet world it means employees discussing and coming up with solutions to shared situations. Organizations can create an employee community (or for their partners' extranet). Topics can be wide-ranging: from organizational announcements, anonymous (but controlled) voting on important issues - or even where to hold the company picnic, to employee-to-employee discussions and advice (for example, what health plan should I choose?) and even product ideas - sometimes people with a fresh approach come up with the best ones.

Setting up an internal discussion board for internal use is in many cases a much better alternative to exchanging mass e-mails back and forth. Not only it helps with the e-mail overload, but it creates organizational memory: members of the organization can refer back to previous conversations - even those that happened before they joined the organization, something that is not possible with the traditional e-mail approach. It also fosters richer conversations and the most popular topics find their way to the top quite easily.

Features and Functionality

I didn't talk about features before as there are just too many and I'd never end. But let summarize them in six broad areas:

Community Engagement. Make it more attractive for your customers and users to keep coming back: Profiles, user labels, watch lists, real-time discussions and more.
Topic Administration. Manage the lifecycle of your posts and discussions: Topic-specific voting, topic status, best answer/solution, announcements with expiration date and more.

Content Discoverability
. With Zoho Discussions, content in your communities and forums is easy to find: Content organization, advanced search, RSS, SEO Options, etc.

Rich User Experience
. Your users will enjoy using your forums and community: WYSIWYG post editor, threaded conversations, drafts and previews, preference management, etc.

Branding. Take control of your brand and the customer experience in your community: Custom URLs, Branding Options, Custom Elements, Customizable look and feel, etc

Administration
. Support more users with less community administrators: Fine grained access controls, auto spam, community-marked content, user management and more.

Zoho Discussions also supports Open Social widgets. So for your example, you can maintain a calendar of events in Google Calendar, and then easily publish it to your Zoho Discussions-powered community. You can get the full list at our features page: http://discussions.zoho.com/features

We are really happy about this product and have already gotten great feedback from out beta testers as well as from the users who have been using this at forums.zoho.com. @James_Hafner, as you can see, we've been trying and refining this for quite a few months. We hope you will try it out and enjoy it too. In the next few months we'll continue to more tightly integrate all of our Zoho services, and yes - we'll have some other new exciting services coming up later this year too.

Rodrigo



Announcing a new Zoho Product!

Sep 17 2009 08:48:57 AM Posted By : Rodrigo Vaca
Comments (14)

We are very excited to announce we have a brand-new Zoho product. And we'll be even more excited next Tuesday when we actually unveil it and give you more details. But not to keep you waiting too much, I'm including below a short teaser video that should give you an idea (an idea? I think this video gives it away!).

You may have noticed that we haven't released new products lately. No, we haven't taken a months-long vacation. We have been quite busy this year doing updates to our existing products and useful integrations among them. For example, the Zoho CRM and Mail integration and the Zoho Projects 2.0 launch. And there has been a lot more integrations going up here and there. For example: Zoho CRM with Zoho Meeting and Zoho Invoice as well as many others.

But Tuesday will be a good time for a brand-new product. The funny thing is, although it is brand-new, many of our users have been using it already, without even realizing it ;)

Stay tuned!

Rodrigo


Today we're very excited to announce a one-of-a-kind integration between our award-winning Zoho CRM service and Zoho Mail (and other e-mail platforms too).

The problem our customers were facing was clear: they manage their customer relationships with Zoho CRM, yet most of their customer communications happen via e-mail. Our goal was to not only bring both of these together, but to do so in an elegant and easy-to-setup and easy-to-use way. We've been working hard on this, and we're very proud of the result.


Full-fledged e-mail within Zoho CRM

One of the first things that people will notice is the new "Emails" tab in Zoho CRM. This gives you instant, un-restricted access to all of your mails within Zoho Mail. Customers can now easily switch between their mail and their CRM from within the same window/tab in their browser. And of course - there's no need to sign-in again, Zoho's single sign-on takes care of that in the backend.




E-mail Composing/Reading within the CRM Contacts Tab

Of course you don't need to go to your e-mail client, or the Zoho CRM Email tab to interact with customers and contacts via e-mail. Within the Contacts tab, we have enable both mail read and compose, so all your e-mail communications are truly just one click away.



BCC: No one

One of the things we really like about the Zoho CRM and Zoho Mail integration is that it requires users to do nothing. Really. Some inferior crm + mail solutions require users to CC:/BCC: some special e-mail address. Not us. Everything is taken care of on the background. E-mails will be logged within the respective contacts regardless if they were sent from the CRM Contacts Tab, the CRM Emails tab, directly on Zoho Mail, or even while using another mail client to send e-mail with Zoho Mail.



E-mails that respect hierarchy

Another cool thing about the integration with Zoho Mail is that the same permissions structure that applies to Accounts/Contacts will apply to e-mails to/from those contacts. So for example, when Steve Salesman, maintains an e-mail communication with Charles Customer, Steve's manager will be able to refer to those e-mail communications.


Create CRM contacts and to-dos directly in Zoho Mail

Some customer interactions begin through e-mail. At any point, you can create a CRM contact directly from your Zoho Mail interface. You just need to choose 'Add to CRM' from the 'More Options' drop-down in Z Mail. Not only that - but after creating the contact you can also immediately add a task (for example, to follow-up with the contact or send a document). And of course, to keep the data clean, Zoho Mail will advice you if that particular contact already exists.






Connect to other e-mail systems

And of course, the last thing we'd want is to force customer to use Zoho Mail to take advantage of this great new functionality. So no, you don't need to host your e-mail with Zoho if you don't want. If you are happily e-mailing your customers from your Gmail account, you can continue to do that. you just need to enable POP in your e-mail service/server so Zoho Mail can connect to those e-mails. We know some people will prefer a method other than POP, and we're working on that as well.

And here's a short video that Victor on our team prepared:



---

An open invitation to Zwitch

Today we're also announcing the Zwitch to Zoho program. It's our way to make life easier for those customers wanting to migrate out of Salesforce.com's and into Zoho's affordable-yet-fully-featured CRM service. Among other things, it includes:

  • Free, no-obligation assessment with a Zoho CRM specialist
  • Free data migration services
  • Free trial periods, and free service for up to 6 months, depending on the time left on the Salesforce contract
If you're a Salesforce customer who wants a powerful, award-winning CRM product, and save some money at the same time, just visit www.zoho.com/crm/zwitch.html to get started.

---

The CRM+Mail integration we have done here highlights the power of what we call contextual integration. It means that what matters is the information, not what 'product' you use to access it. The right information follows you, regardless what application you happen to be using at the time. It is possible only because of the tight integration between these two services - something that would be hard to achieve by two separate companies, even when they really really want to work together.

Finally, some users may have noticed that typically we introduce some new functionality without announcing it (sometimes even whole new products!). That gives us a chance to iron out any final kinks. In this particular case, we were pleasantly surprised by the number of users who went on to purchase this key feature (as low as $3 per user/month) before we even announced, explained it, or made it official. So thanks for your warm welcome before it even arrived. Also, congratulations to the Office 2.0 Review blog - they even discovered and blogged about it, prior to us announcing it.


Rodrigo

 

Agile Development with Projects 2.0

Jul 06 2009 12:10:20 PM Posted By : Rodrigo Vaca
Comments (1)

A customer from Poland recently e-mailed our Zoho Projects support team with two questions:


 
I would like to ask you how many people can collaborate on free and upper price versions and second but most important question: How does Zoho Projects support agile and short iterations project development
The first question is easy and short: all of Zoho Projects versions (including the Free one) include an unlimited number of users.

The answer to the second one is also short. Zoho Projects supports Agile development very well. But it warrants some further explanation.

The first item the Agile methodology manifesto is to put "Individuals & interactions over processes & tools". No young and growing company likes processes, but we all love our tools. (For those people not familiar with the Agile methodology, it's basically a set of principles about how teams working on a software product go about creating that product.)

In fact, we argue that the right tools can in fact put "individuals and interactions" front and center. And that's exactly what the newly-released Zoho Projects 2.0 is for. It allows teams to collaborate and work in quick iterations to get their work done.

Take for example the following three scenarios:

1. Embedded (and included in the price) group chat room helps your team make decisions faster. While Agile emphasizes face-to-face interactions, sometimes that's not possible. In the case of Zoho, we have a distributed company, with most of the product and marketing activities happening between US, India and Japan. Even when your projects team is local, your customer might not. Zoho Projects also allows you to set both "internal" and "external" (i.e. customer) users, so you can set different levels of access for each.



2. The Project Stream and the Twitter-like status updates gives you a quick update on everything happening in the project. With Agile, milestones and task due dates are not set in stone - they are always changing. Zoho Projects helps you keep your team appraised as there are changes in the schedules and plans.


3. Older software development methodologies argued for "requirements" to be set in stone and pretty much frozen before the first line of code was written. In contrast, Agile calls for flexibility around deadlines and when requirements come int. Zoho Project's included project Wiki is an ideal place where the entire team can keep track of the changing requirements. And of course, not only that, you can also go back and track how the requirements have changed over time using version control.


I hope that addresses the question. This is just a subset of the things you can do with Zoho Projects 2.0, but we found them to be the most relevant for an agile methodology. Of course, Zoho Projects also has the traditional milestones - task - priorities functionality that is essential to any structured project.

Rodrigo

Today we're excited to end the 'mystery' and announce Zoho Projects 2.0. What is so exciting about this launch? It will change how teams get work done.

Remember the days when teams had their documents in a share, their discussions through mail in some ancient mailing-list software, the project plan in Microsoft Project, any relevant content on the company's intranet, and chatted with people on the team using a variety of IM clients? What happened when you needed to find something? What about when someone new just joined the team and needed to 'ramp up'? And sure, 'big' announcements always found their way, but what about the stuff that happens on a daily basis - the gears that move the team - how do you keep track of those?

Well, of course you remember those days, because they are actually these days. That's how most people still collaborate today. But no more. Zoho Projects brings all of that together into a single package of teamwork nirvana.

Zoho Projects 2.0 goes beyond the traditional 'project management' space and helps people work together to achieve a common goal. It's not just about tasks, milestones and priorities (but we do that too of course). It's about how people interact and what they need while working on something - whether it's a local team or a distributed team, an internal team, or a customer-facing one. Many times when we hear 'Project' he instantly think of a PMI-certified guy with a huge Gantt chart taped in his office door. But every team is always working in some sort of project, whether that's formally defined or not. And that is where Zoho Projects helps.

So, why 'social'? Social because we realize that getting work done is less about the work or 'the plan', and more about the people that work to make that plan happen - and how they make it happen. The new Project Stream makes it easier for people to stay on top of what's going on with their team and their project. Teams can keep all their relevant documents and files neatly organized in a centralized place. And it's not just about files, but also about the discussions that are going on around the project, or the content (and in these days that means more likely than not web content). And of course also about those IM chats.

Alright, I could go on about this for days. Instead, let me jump to the juicy stuff. Here's what's to love about Zoho Projects 2.0:

Plan your projects
  • Keep your projects organized: Milestones, Tasks and Tasks Lists
  • Set-up dependencies, assign ownership, priorities and more
  • Import MPP files - Plan in Microsoft Project, collaborate in Zoho
Collaborate with your team
  • The Project Stream keeps you up-to-date about the latest activities going on around your project
  • Set your User Status to let your team members know what you're working on (you can think of that like a private Twitter for your Project)
  • Keep all your meetings, milestones and tasks organized in the shared calendar
  • Store your files and documents in one place, keep track of the changes with the version history
  • Integration with the award-winning Zoho Office - so you can create/edit/view documents using just your browser
  • Discussions - interactive forums make everyone a part of the conversation - and keep important topics and decisions available for everyone to see
  • Create team and project web pages with the integrated Wiki
  • My personal favorite - the always-on, embedded chat means you can chat with your entire team - or with only one person using just your browser. And it also keeps a log of what's been said so you can refer back to past conversation. And you can also setup different 'chat rooms' - one for every topic you're discussing.
Track your progress
  • The Project Dashboard offers a quick at-a-glance view of upcoming tasks and milestones, meetings and whatever has been happening around your projects.
  • Reports visually represent your team progress against your pre-defined goals
  • And finally, for those teams with external customers, the Timesheet makes it easy to log and track who has spent how much time doing what. But it doesn't stop there, you can automatically generate and send the invoice using Zoho Invoice (or export the data to use any other invoicing medium that suits you).
If you want to see more of Zoho Projects in action before you sign up, below is a ~3 min video with a good overview. You can also view the screenshot tour we have prepared for you.



We are sure that after trying Zoho Projects for a month you will wonder how your team ever got stuff done without it. We actually used Zoho Projects 2.0 while building Zoho Projects 2.0 and it proved invaluable - we'll have more about that later.

Rodrigo

One of the features I love about this thing we're launching soon is how many other Zoho services it incorporates into one cool package of unrestrained productivity. And... no, it's not just a pricing bundle where we give you a number of disparate thing for one set price.

It goes beyond that. Anyway, I was just counting how many other Zoho services it integrates under one roof - no less than 5! It's actually more than that, but I won't go into details.

You might remember last week we announced the ground-breaking Zoho Office for SharePoint - which lets users store their documents in SharePoint while editing and collaborating on them with Zoho. A lot of customers, media and bloggers liked that idea. Well, this thing (that we're releasing before you leave for your 4th of July weekend) also integrates with another popular Microsoft product.

As an added bonus, here's what a screenshot of this new thing looks like:











Yeah, of course it's broken into big, 38-pixel mossaics so as to not give it away so easily. Gotta love that Photoshop.

But, if you squint your eyes and look at it for 5 minutes without blinking, the whole thing will appear in 3-D before your eyes - like those posters that were popular in the 80s (90s?). Oh, who a I kidding? I was never able to see one of those autostereograms - to this day I still think they are a cruel joke.

But I digressed. You might think that screenshot doesn't give out any info. Well, it does! Some of the things that people were guessing are not supported by this screenshot. Also... read carefully!


Rodrigo

How's that for a launch announcement? You see, we're launching this thing next week. But we're not crazy. Bear with me for the next few lines. There are two philosophies when it comes to launching a product: one is you say well in advance what you are going to launch, and when - the Microsoft model. The other is to say absolutely nothing (nor product not date) until the day you launch it, the Apple model.

So we thought it'd be fun to do something in between those two extremes. We're telling you that next week we're launching something.

But we won't tell you what that is, nor we'll say specifically when. But we promise it will be before you leave for the 4th of July weekend.

We also promise you will really really like this new shiny thing. It will change the way you  _________ (can't tell you that just yet, as it'd give it away). In fact, we challenge you to try out Zoho _________ for a month, and then you'll wonder how you worked without it before.

Rodrigo

Money and Software-plus-Services

Jun 11 2009 07:23:53 AM Posted By : Rodrigo Vaca
Comments (1)

And by "Money" I mean not the "Show me the money" kind of money, but the Microsoft Money product. You know, the product that Microsoft just announced it is whacking.

The obvious winner in this epic battle that goes several years back seems to be Intuit, with its Quicken line of services and products - so congratulations to the Intuit team - I hope that with their major competitor out they will nonetheless continue innovating and producing a good product. But without taking away from Intuit's effort, there's also a lot to be said for on-line services like Mint.com (a personal note: I've been a user for a while and I love it). Mint in particular has been quite successful as of late, adding users and generating a lot of buzz in the media. Of course, we should also note that Quicken also offers a 100%-web (and free) money management service, Quicken Online.

What is interesting here is that Microsoft Money was, without ever being officially called so, one of Microsoft's first products to follow their "Software plus Services" strategy. Software-plus-Services is the name that Microsoft uses to justify not fully moving into a SaaS model. And Microsoft Money could have really been the poster boy for software-plus-services: buy a piece of boxed software from your favorite electronics store, install it in your computer and complement/augment it with the kind of additional value/information that you can only get on-line.

So, why did Microsoft kill Money? Well, here's the official explanation:

With banks, brokerage firms and Web sites now providing a range of options for managing personal finances, the consumer need for Microsoft Money Plus has changed...

Now, let's see... my two banks (two of the biggest ones in the nation) provide some services, but nothing close to a full solution like Mint or Quicken. My brokerage doesn't provide that centralized view either. Neither does my credit card company. So that leaves websites like Mint.com and Quicken Online as probably the biggest factors that contributed to the demise of Microsoft Money.

Well, so there you have it. Software-plus-Services just yielded its first result.

Rodrigo

ps. Credit when it is due - kudos to Microsoft for working with Intuit to help Money customers easily migrate to Quicken.

You know you’re making progress when...

Jun 08 2009 07:56:38 AM Posted By : Rodrigo Vaca
Comments (10)

…your competition has a 'scripted template' for bashing you!

We recently had a few prospective CRM customers contact our sales team as they were shopping around for a CRM product and they had narrowed it down to just two products: Zoho CRM and Salesforce.com CRM. In the context of our conversation, they were nice enough to forward us the communication they had with their Salesforce.com sales rep regarding Zoho.

As a marketing guy, what caught my attention is that Salesforce invested some time and energy on creating a template that they send out to prospective customers who are specifically asking about the differences between Zoho and Salesforce. We know it can mean only one thing: they’re increasingly seeing people ask why should they go with Salesforce vs. Zoho. And we know that because it’s the same we’ve been seeing on our side – not only have people been asking why should they choose Zoho over Salesforce, but people have been actually switching from Salesforce.com to Zoho CRM.

So we thought we’d speed up the sales cycle a little bit by addressing these questions once and for all for our prospective customers.  Below is a summary of the major points Salesforce is telling customers about Zoho, and then, in the interest of fairness, our side of the story. Customers should evaluate and consider both sides, and of course, then do their homework.

Salesforce is saying: We are the market leader and we’ve got more awards. Yes, Salesforce did just cross $1b dollars in revenue…. Mostly, of course, because their product is overpriced. How is that a good thing for customers? By the way, we have some awards of our own as well – we’ve been named a 2008 Market Leader by DestinationCRM magazine, and our CEO, Sridhar Vembu, has also been named a “CRM Visionary”.

Salesforce questions our commitment to the CRM space/product. Salesforce is telling customers that we, Zoho, are not committed to CRM because we have many products. Yes, we do offer a comprehensive portfolio under the Zoho umbrella, and that is core to our strategy and the value we offer customers. But I wouldn’t question our commitment to our CRM product. Sitting this side of the fence, I can tell you our biggest chunk of our revenue comes thanks to our excellent CRM product. Need I say more about our commitment? But by the same token, we would also question Salesforce's long-term prospects as a standalone entity. What is the last well-known CRM-only company that you can remember? Siebel? Correctomundo!

E-mail and Document Management Integration. I think Salesforce has done a good job integrating e-mail with their CRM product. We’ll honestly concede we are a little behind integrating some of our other products into CRM. We have been busy building a strong foundation for that. In the near future we’ll show how Mail and CRM integration should be done. We’re in beta tests for this already and it’s looking sweet.

Customer, do your homework!

If you are a customer looking for a great CRM solution, here are the 3 things you should consider when deciding:

•    What are my CRM needs, and what plans do my prospective vendors offer me to address them?
•    What is the total price, and the conditions, that I’d need to pay for that system?
•    What is the experience I will have with the product once I start using it?

It’s important that you compare not on a plan-vs-plan basis, as that can be deceiving. Instead, make a list of the functionality you need, and the corresponding plans/editions from your prospective vendors that address those needs. And then of course, figure out how much you’ll need to spend to get the CRM system that you need. But of course, also actually sign-up for a trial and use the system for a bit, take it for a spin. Which one is easier to use? Which one is faster? Which one will my sales team feel happier with?

There's also another important part about the experience - what will happen if in the future you want to take your business elsewhere? We have been very vocal that your data always belongs to you. Zoho will never keep your data hostage. You should ask that of the all the vendors you're considering - oh, but you already know what they'll say. Check their reputation instead. Hey, and what about requiring long-term contracts? Zoho offers you the option to subscribe on a yearly basis, but doesn't force you to - no pun intended.


Rodrigo