Zoho CRM – 3 Ways to Use Mail Merge and be More Productive at Work

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It’s been four years since we started offering Mail Merge plug-in for Zoho CRM. Thanks to this tool, printing mailing labels, sending personalized letters, contracts and other form letters to customers is as easy as sending emails.

Take the sales teams for instance. The ABC’s of sales, Always be Closing, is still as valid today as when Alec Baldwin brutally explained to us in the movie, Glengarry Glen Ross (warning: contains profanity). After you close the deal, you still have to personalize and share sales agreements and other forms. Thanks to mail merge, you can now create templates to automate this routine task. So the next time you need an agreement, apply mail merge and the customer details will collate from the CRM so you don’t have to worry about filling out fields manually.

Mail Merge Img

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Join us for Zoho’s biggest event of the year, Zoholics: Sales & Marketing

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Every day, we talk to thousands of customers by phone, email, chat, social media and in person. Of all these, our favorite way to connect is still live and in person . This has always been the main focus of our Zoholics events. You trust your business with Zoho — so we want to hear the good, the bad, and yes, even the ugly moments you may have had using our products.

Naturally, we also want to talk to you to better understand the needs of your business. We’re ready to go back to the drawing board as many times as necessary to create fresh solutions for your sales and marketing teams.

Zoholics: Sales & Marketing

On behalf of the entire Zoho team, I am delighted to invite you to join us for the 3rd annual Zoholics: Sales & Marketing Conference on July 7th-9th, 2014. This will also be the grand opening of our new office complex in Pleasanton, California.

During our three days together, we’ll focus on Zoho CRM, Campaigns, Support, Survey, and LiveDesk. There will be keynotes tailored to give you insights about the world of cloud business software. We’ll also share our approach on how Zoho will work for you in the coming years. There’ll be over 40 jam-packed training sessions, covering every level of user: beginner, intermediate, and advanced. We’ll also showcase several upcoming features and integrations to help keep you ahead of the curve.

Most importantly, we’ve included plenty of time slots for 1-on-1 meetings with members of our team to receive feedback directly from you and make sure you get immediate answers to your questions.

We hope to see you in July!

Gopal

Customer Spotlight: When Landing the Right CRM Can Take You to the Next Level…and Beyond

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secita

“We had been through the ringer!”

Those were the words that Secita Solutions founder Mike Moore used when describing his search for an adequate CRM to use.

“I tried ACT, Sugar, Maximizer, and Vtiger and was tired of looking for CRMs…until I found Zoho.  As soon as I did, I started planning big things down the road for Secita because I immediately knew Zoho was going to take us to the next level…and beyond!”

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Meet us @ CeBIT 2014, Sydney

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CeBITAustraliaHere’s  some exciting news for the SMBs in and around Sydney! We’re taking part in CeBIT Australia, the business technology fair of 2014 being held in Sydney Olympic Park, Australia.

Visit us at Stand J-61, where we will be showcasing how you can manage your business with our products, particularly Zoho CRM, Zoho Campaigns and Zoho Creator.

If you’re already using these apps, we’d love to hear about your experiences with Zoho.

We look forward to meeting you there!

Zoho CRM – Discontinuing Integration with LinkedIn

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Back in 2011, to help our customers focus more on selling and less CRMing, we started offering integration with LinkedIn along with various other important features. Our users quickly embraced the integration with leads and contacts modules and it became one of the popular features in Zoho CRM.
Discontinuing integration with LinkedIn
Fast forward to today, we are unhappy to announce the discontinuation of the LinkedIn integration with Zoho CRM immediately. The latest changes in LinkedIn’s Developer API agreement do not allow us to offer this integration to customers any more without strategic partnership. In the past few months, we have been trying our best to convince the team at LinkedIn but we have been unsuccessful. Recently, we received this notice from the LinkedIn API review team:

LinkedIn prioritizes whom we partner with based on strategic alignment, size of opportunity, and current needs. At this time we do not believe your product would add enough sufficient value beyond our existing products to warrant a partnership.  However, given the dynamic nature of our industry, we are continuously evaluating our partnership criteria and potential partners.

At this point, LinkedIn has made a conscious choice to restrict their CRM partners to just two companies. We obviously think that is a bad idea, and we don’t understand how it is in their own interest to adopt this approach. However, we hope they would reconsider this decision. Until then, we have no choice but to discontinue this feature. We are sorry that it has come to this stage.

We will continue to explore the possibilities of strengthening our integration with social platforms, like Facebook, Twitter and others.

Thank you for your support!

- Gopal

Collaboration just got easier with the New Real-time Editor in Document Library

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Last year, we released Document Library, which made it easy to manage all your sales collateral, marketing material, proposals and more, right within Zoho CRM. Now, we’ve gone a step further and improved our editor in Zoho Docs to support chat collaboration and real-time editing.

Take this case of the Sales Team at Zillum Corp. Patricia, one of the sales reps, is excited! She has just closed a big deal, which she had been working on for a few months. She starts working on the Service Level Agreement, and notices some sections that require help from her manager and the legal team.

She shares the document with Charles from the legal team, and instantly he is notified about the document via email. When Charles views the document, Patricia gets an alert, and she can even chat with him then and there! That’s not all, she can also see what Charles is revising, and in turn, Charles can also see the changes Jasmine is making. And the whole document is finalized in a matter of minutes and sent to the customer.

Document-LibraryNow, that’s a lot easier to communicate with your team and get the reviews done instantly, right?

The new editor is available in Zoho Sheet, Zoho Writer and Zoho Show. Do try this feature and let us know what you think.

Customer Spotlight: Zoho Wins the CRM Battle and Helps Company Scale Up

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thefarm

“It came down to Zoho or Salesforce, and ultimately I know I made the right decision”

Four years ago, John Hood’s company, The Farm, was looking into finding a permanent CRM solution because the internal database they were using was “simply not cutting it and was ultimately hampering some of our sales efforts.”

Hood explored a myriad of CRM solutions including Sugar, Goldmine, Salesforce, and Zoho.

After a thorough exploration into CRM solutions, Hood made a decision on a CRM to go with, and hasn’t looked back since… Read more