View Customer Info from 3rd Party Apps with Custom Related Lists & Gallery Scripts

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Recently, we introduced Custom Related Lists that gives you a holistic view of your customer’s information from Custom Apps and third-party applications right within your CRM system. Today, we’ll explain it more in detail.

Imagine this situation – Charles Stone heads the sales team for Zillum Corporation. Apart from assigning sales targets and forecasting he reviews sales expenses, travel plans and meetings with prospects. Since his sales reps travel extensively and the expenses can’t be reported on a daily basis, they enter the travel details and expenses using Zoho Creator’s Mobile App.

crm-desk-mobile

This data is in turn linked to each prospect and displayed contextually in the Contact details page in Zoho CRM. So, Charles no longer has to toggle between tabs or sign in to different applications. With all the information in one single place, Charles can analyze the return on investment for the deals won. Needless to say, there is also an overall increase in the entire team’s productivity and time is made use for more sales follow-ups.…


Unbounce and Zoho CRM: Convert More Leads into Customers with Optimized Landing Pages

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This is a guest post by Georgiana Laudi, Director of Marketing, Unbounce, a self-serve hosted service to create, publish & test promotion specific landing pages without the need for IT or developers.

As a marketer, maximizing the value of your budget is second nature. As a smart marketer, you know that increasing your conversion rates is the way to do this. Building and optimizing targeted lead gen landing pages will give you better ROI and more leads from less traffic. But this usually means relying on IT which can be a slow (and painstaking) process.

Good news!

Unbounce is the easiest way for you to build, publish and test targeted landing pages without the bottleneck of IT.

This means that you and your team can focus on getting the job done: creating, measuring and optimizing your campaigns for higher ROI. You will still charm your leads into long-term, faithful relationships like, let’s-pick-out-curtains, long term which with Zoho CRM is a snap.…


Better way to Track Notes: Introducing CloudWork’s Connector for Zoho CRM and Evernote

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This is a guest post by Christophe Primault, CEO of CloudWork that supports lean businesses to stay focused on core activities, rather than spending more resources on managing office tasks as more clients come on board.

Zoho CRM, listed by readers of GetApp as one of the top cloud business apps of 2013 – really does what it says on the box: it is a fully-functional client and a sales automation tool. But we find that too many of our small business users are not taking full advantage of all that Zoho CRM has to offer, as individual staffers don’t maintain the contact notes with updates on the latest client interactions. As a result, Zoho CRM is used as a sales management tool, but may not be taken advantage of in helping manage relationships or to exemplify customer service once clients come on board.

Through our user feedback, for example, we know that design teams may all contribute to the same client project, but predominantly work individually.…


Only Happy Subscribers with Zoho’s Feedback Loop Service!

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Everyone
would like to share relevant useful content over email to keep their
subscribers engaged and happy. However, no one likes being branded as a
spammer when they only intended to send genuine emails to their
subscribers. Yet, a lot of people opt to receive their emails and later
mark them as spam. Not good. Now, to tak
e
care of this, Zoho Mail provides a feedback loop service to ESPs and
senders sending emails to Zoho users that helps them stay clean,
maintains IP reputation and improves email deliverability. This can
indeed be a seamless, effortless and simple task.


If you are an ESP or a sender sending emails from your own IP, register
yourself with Zoho’s feedback loop service, and we will show you how to
stay away from unhappy subscribers and how not to bother them, once they have
indicated disinterest in your emails.


You must be thinking, now, how does this work with Zoho?