There’s A Better Way To Share Sales Documents: Introducing the Zoho CRM Document Library

Posted on January 8, 2013 by Gopal

One of the most common requests I get from the Zoho sales team goes like this: ”I am working with a hot prospect who is evaluating our product and X & Y competitors – can you email me all the UPDATED documents asap?”.

Does this sound familiar?

This is really common across any sales & marketing organization. So over time we’ve started using solutions like Zoho Docs, Google Docs, Dropbox or SharePoint, which work really well for general sharing, but they’re missing a critical thing: they don’t talk to your CRM system.

That makes it hard to make sure everyone is using the latest version of the document they need – and also important is the fact that you can’t control who has access to what according to their role and access permissions. Plus, rather than searching for existing documents in computers, mailbox and other places, wouldn’t it be great if our salespeople spent their valuable time on developing a strong sales pipeline?…

Sell Globally with Multiple Currencies

Posted on March 29, 2012 by Gopal

Picture these real-time business scenarios,

A big company from Japan is ready to buy your products in bulk, but can pay only in Japanese Yen and not in your local currency.
Your supplier (say diamond or gold mining company) from South Africa insists you to raise the Purchase Order only in Rand.
You’ve a large sales organization spanning across several countries with head quarters in United States. And in each country you’ve agreed do business in the local currency while obtaining license from the government agencies.
You’re running a B2C e-commerce portal to sell designer women’s brands, jewellery and accessories not only to the US customers but to an international audience.
You’re in a highly competitive segment and all your competitors are selling products in different currencies to acquire the market share.

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Zoho CRM – Multi-language Support..

Posted on November 1, 2007 by Gopal

We are getting ready with support for a few International languages for Zoho CRM.

So far we have translated the entire Zoho CRM user interface into:

French
German
Italian
Japanese
Spanish
Vietnamese

Our Chinese staff is working overnight on localization of the user interface, which will be ready for beta testing in few days. We are also working on UK-English that will cater to the needs of businesses in UK and other Commonwealth countries.

In the second phase, we are planning to translate the entire web site and Wiki-based help manual so that our CRM community will have a better localized user experience.

How to select a new language?

1. Log in to Zoho CRM.

2. Click on Setup > Personal Settings > Account Information page.

3. In Account Information page, select your language, country locale, and then save your settings.

Hereafter you can see the user interface in your language.

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Zoho CRM – July ‘07 Update

Posted on July 23, 2007 by Gopal

We have yet another successful update yesterday. In this update, we have mainly focused on :

Customization of quotes, orders & invoices templates
Home page customization
Show/Hide tabs (CRM modules) based on users’ role in an organization
Loosely coupled Zoho Sheet (Online spreadsheet) integration
Scheduling of mass mails
Recurring events
Reminders for events

In addition to the above new features, we have also made some minor enhancements and bug fixes based on our customers’ feedback.

Please give Zoho CRM a try at and let us know your suggestions and comments.

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The above presentation talks about these concepts briefly.

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Zoho CRM – Scheduled Update..

Posted on July 20, 2007 by Gopal

Zoho CRM is gearing up for a major update this weekend (07/21) from 9.30 PM to 6.30 AM PDT tomorrow. After thisÂ update our CRM users willÂ gain access to much awaited featuresÂ & enhancements. Some of theÂ key features/enhancements planned in this update are:

Customize Quotes, Orders, and Invoices formats
Customize Home Page layout
Organize CRM modules as per users’ role in the organization
Activity Management (Recurring tasks/events and Reminders)
Auto-increment numberÂ type custom field (for trackingÂ Quotes, Orders, Invoices and Cases)
Outlook Plug-in (Add multiple mails to CRM – leads & contacts in a single step)

PS:Â Complete list of the featuresÂ & enhancements will be announced in our Public Forums once the update is completed.

Please stay tuned with us!

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Capture your Site visitors' info

Posted on June 23, 2006 by Gopal

With the advent of Internet and Web-based technologies, corporate Websites becoming a center point for most of the company-wide business activities, including announcement of web events (Webinars, Podcasts, etc.,), self-service to the customers, public support service through bulletin boards, feedback forms for gathering new ideas, Tell a friend forms to introduce products/services to new people and so on.

The notable point is, the above services are built over a kind of Web forms, either data stored in database or directly communicated to the concerned people as an email who take care of the Support, Sales or Marketing activities.

As companies grow big, it becomes difficult managing all these discrete data islands and integrating the corporate Marketing and Sales activities in a single application.

One of the solutions for this kind of problem is, host Web-forms on Website at various touch points, capture visitors’ contact information, and store in a integrated database where all departments (Sales, Marketing, and Support) can access the data freely and use according to their roles.

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