New in Zoho CRM: MailMagnet for Mobile, BCC Dropbox, Zoho LiveDesk Integration, and more…

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Yes! We have a whole bunch of new and interesting features lined up that will not only help you manage your customer data and interactions at a central place in CRM, but also give you an enhanced CRM plus Email solution.

Here’s a summary of what’s new:

MailMagnet for Mobile

When we introduced MailMagnet for Zoho CRM, our aim was to change the way salespeople interact with their email. Today, we’re taking this one step further by introducing MailMagnet for Mobile.

MailMagnet users can now receive their customers’ emails inside Zoho CRM mobile app without fiddling with their phone’s email settings. With the new Messages tab in the app, you can view all your customers’ emails, reply to them and even add tasks. What’s more, you don’t have to be on Zoho CRM app or refresh messages each time to receive new emails. Just enable alerts in your iPhone, iPad or Android device to receive email notifications.…


Customer Spotlight: OxyHealth is more productive with Zoho CRM and Google Apps

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This is a guest blog post by Brandon Wilson, CRM Consultant of Viwo, a leading cloud solutions provider and a Zoho partner. Viwo has successfully deployed 3000 organizations onto cloud solutions.

The Business

Located in Sante Fe Springs, CA, OxyHealth LLC is a manufacturer and seller of Hyperbaric Chambers – medical devices used to increase the uptake of oxygen by a body’s red blood cells. Since its start 10 years ago, OxyHealth has seen the popularity of hyperbaric chambers expand into many areas of medicine.

The Challenge

Many of OxyHealth’s business systems were created and setup several years ago, due to which they were unable to keep up with the growing challenges and needs.

Their biggest and most pressing issue was CRM. Their sales team, over the years, became increasingly mobile and access became a huge issue for OxyHealth.…


Find Nearby Customers On the Go

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A customer meeting wraps up ahead of time, leaving you with some time to kill. Making the best use of the time in hand,  you connect to the Zoho CRM App in your Smartphone. And in a single tap, your contacts and prospects near you are displayed on the map. In a few more taps, you can schedule a meeting and even get the driving directions to the customer’s location!

Wow! All this is just a few seconds. Thanks to ‘Find Nearby Customers’ option in the Zoho CRM App for Mobiles.

Find Nearby Customers on the go

The latest offering from Zoho CRM App for Mobiles is the ability to locate your customers in and around your current location. With the help of the Location Services in your Smartphones (iOS, Android and Blackberry), the app detects your customer’s location within a specified radius from your current spot.

And that’s not all! You can view the customer’s details, send emails and even make a call to the customer.…


Zoho CRM gets even better with Twitter

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We asked a few of our customers about how they use “Twitter for their Businesses”. We got several responses, but I’ll specially mention a comment by Jon Porreca, Sales Consultant at a1energy.net,

What we would love to see is when we access a contact, or lead, within CRM, the ability to see any or all of the communications, comments, likes, follows, etc.. that they have had on social channels. And likewise have the ability to comment, communicate, like, or follow a post we see in CRM. This would allow us to better reach new customers and vendors, to broadcast our brand, and also allow us to always “touch” our current customers and vendors and keep them up to date with our company.

@jonporreca you’re spot on! Zoho CRM for Twitter can now address these scenarios for salespeople!

Zoho CRM for Twitter helps you know your customers even better by connecting with them right from within Zoho CRM.…


New in Zoho CRM – SMS alerts using Webhooks

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Has this ever happened to you?

You have a customer meeting in two hours. But accidentally, it slips out of your mind and you schedule a meeting with another customer. Oops!

But this scenario could be different.

You have a customer meeting in two hours. An hour before the meeting, you receive an SMS with the customer’s name and the time of the meeting!

Isn’t that great? And you can do this using our Webhooks.

Yes! Webhooks now allows you to trigger SMS alerts to your sales rep and customers about upcoming meetings, demos, payments and other events. Just schedule the SMS alerts about the event details and get notified on time.

SMS Alerts using Webhooks

So how do you setup SMS notifications? It only takes a few steps. The online help will tell you how.

- Radhika…