February 13, 2012 | Posted By : Sharanya R

Overlapping schedules? Check availability first

Picture this:

Ben, a business contact calls, and he’s upset. He’s upset because of an issue that he’s facing with the product. As it would typically happen, you schedule a web meeting at a time that Ben’s free.

What’s next? You would open up your CRM, schedule an event, and assign it to the best Customer Support Executive (let’s call him Peter) that you have in your team. You’re relieved. You’re confident that Ben’s problem would be solved, right? Wrong! The web meeting never happened. And why so? Simply because Peter wasn’t free at the time that you had scheduled the event.

Now what if it had happened like this?

Ben calls, and you promise a web mee

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February 6, 2012 | Posted By : Sharanya R

Dispatch Jobs made easy with vWorkApp and Zoho CRM

This is a Guest Post by Michele Goldsworthy, Online Marketing Specialist at vWorkApp.

vWorkApp and Zoho CRM have come together to create the first solution on the market that combines customer relationship management with mobile job dispatching and scheduling. The result? A complete solution for field service companies that provides real-time management and tracking of jobs.

Zoho’s CRM software manages the entire customer life-cycle, including sales, marketing, invoicing, customer support, and more. However, Zoho by itself cannot cater completely to the field service companies. Field service companies also require real-time tools that let them direct, schedule, and track their work in t…

January 25, 2012 | Posted By : Sharanya R

You asked, We listened. More control over your CRM

@headhunter: @zoho ROCKS … new CRM GUI is just simply STUNNING….Would have to be one of the best web apps I have EVER seen – EVER – Usability PLUS!

This was one of the responses to the public launch of our new UI.

It has been just a month since we launched the new look of Zoho CRM and the response we received was encouraging. The whole idea of the change was to make all our customers more productive at work.

Most of you liked the change. But, not everyone’s tastes are the same. We understand. A few of you who were still accustomed to the old UI felt that you were missing some functionality.

You asked, we listened and here are the updates that we have made…

Reflect your priorities. C…

September 29, 2011 | Posted By : Sharanya R

How we took Zoho CRM’s UI from “The Worst” to “S-U-P-E-R-B!”

“In Quick – out quick, nobody gets hurt” – That captures what we set out to do with our new CRM. Thanks, Gary, for noticing it.

But we must admit that was not always the case. Our old UI was pretty bad. Why? And most importantly – why and how did we fix it?

Well, traditionally we focused on the MANAGEMENT side of Sales. We were making CRM Administrators and VPs of Sales happy. Their goal is to automate the entire sales process and also get insight into their sales funnel! With our features around Customization, Role Based Security, Workflow Management, Web Forms, Reports and Dashboards and so on, that was very easy to do.

For example, this is the kind of feedback we were get

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August 23, 2011 | Posted By : Sharanya R

TeamSupport.com Integrates with Zoho CRM

This is a guest post by Robert C. Johnson, CEO of TeamSupport.com.

TeamSupport.com, a cloud based customer support management solution, is excited to announce the completion of a powerful new integration with Zoho CRM.

Once the simple setup is completed, the integration provides for the seamless transfer of select customer and contact information from Zoho CRM directly into TeamSupport. When new support tickets are created in TeamSupport they are automatically added as notes into Zoho so that the sales team can be kept in the loop on support issues.

The transfer and update of contact names, addresses and phone numbers happens seamlessly in the background with no intervention required by either Te…

August 18, 2011 | Posted By : Sharanya R

Keep your Customers happy and they’ll keep you in business!

For any business, it’s the ‘relationship’ part of Customer Relationship Management that really matters. The old adage “Keep your Customers happy and they’ll keep you in business” holds especially true in this ‘social-media-centric’ era today. Customers now are part of your community, they want instant answers to their problems and they drive your business!

So, what can you do to keep your customers happy? While it’s true that there’s never a “one size fits all” solution, it’s still possible to tell all your customers that you’re there for them and that you’re listening to them. Here are 5 ways…

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August 3, 2011 | Posted By : Sharanya R

Automate your Sales Quotes with Socket App for Zoho CRM

This is a guest post by Michael Walsh of Deversus Software Inc.

Socket, an

Online Quoting Software as a Service that recently launched to the public, now integrates seamlessly with Zoho CRM. Socket allows your employees and customers to share the same simple, automated quoting system to save time and receive more leads with automatically calculated, generated, and e-mailed PDF quotes.

Socket lets you easily create your own Items (products/services), specify their pricing, and bundle them together in Quote Forms, which represent what your quotes will contain. You can easily plug the Quote Forms you create directly into your own website to allow customers to build their own instant quotes. Once set …