7 Tips to Get Bigger and Better Survey Results

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Want better response rates? Here are some quick tips for you.

Tip #1 – Use Zoho Survey
All masters are masters of the fundamentals. Start with the basics. Use a survey tool.

Tip #2 – Create multilingual surveys
While English may be the lingua franca of business, it’s always nice to be able to localize your content.
create multilingual surveysSelect your languages of choice, tweak the translation if you’d like and click to publish! Let your audience pick their language of choice!
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Tip #3 – Embed Surveys on Facebook
You have fans on Facebook. They have important thoughts and opinions on how you’re doing. Get your surveys to this crowd. Use our built in embedded survey instead of just a bland URL link. Read more

Introducing Inventory in Zoho Books: Stock Management made easy.

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Yes, it is finally here. We’re excited to announce that inventory management will now be available in Zoho Books. Are you wondering why we’ve brought in inventory management in an accounting software?

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For traders and product based companies who have stock constantly moving in and out, stock control can be just as crucial as managing finance. Often, they use two separate systems to manage these functions. Something like inventory control cannot be an app glued to your accounting software or an add-on. It should be a part of your books in real-time and stock movements should update instantly.

 

Coming to the inventory function itself, today, most businesses feel the heat trying to get a proper control over their stock. If managing inbound goods and billing for them is hard, tracking the outgoing goods and invoicing for them can be much harder. Apart from these, there is also the difficult task of inventory valuation and adjustment.

 

Zoho Books has addressed all these pain points with the new inventory feature. Here are some of the major issues that we’ve solved:

 

Tracking Inventory

 

We have linked up inventory to all the major modules so that you can manage it end-to-end. Right from purchase orders & bills to sales orders & invoices, we’ve got it all covered. Simply enable inventory tracking and everything else is automated.

 

Inventory Adjustments

 

The biggest pain for retailers would be making inventory adjustments. Always keep an eye out for damaged goods, difference in stock levels on recount, and a lot of other such situations that demand changing the inventory count in your books. Zoho Books lets you make positive and negative inventory adjustments, anytime. Capture it with all necessary details.

 

Efficient Reordering

 

The last thing you would want is stock unavailability when there is so much demand for your products. Set reorder levels and preferred vendors for your products in Zoho Books. If the items touch the reorder point, the system automatically triggers a notification asking you to refill the stock.

 

Accurate Inventory Valuation

 

Businesses struggle during tax payment as a result of improper accounting of their stock. Every product in your inventory has an asset value that can make a difference in your books. With Zoho Books, each and every product in your inventory is automatically accounted for as they come in and are being sold.

Zoho Books uses FIFO method of stock evaluation. It is the most accurate and the most recommended method for businesses. It covers all the costs associated with the sale of the goods and improves the accuracy of your profit reporting.

 

Knowing Your Inventory

 

At the end of the day, you are not doing good business if you do not know the status and value of your inventory. Zoho Books generates reports based on stock movement, availability and asset value of individual items. A comprehensive report called ‘FIFO cost lot tracking’ is also available, that accurately traces the incoming and outgoing path of goods ordered and sold in the business.

 

So there you have it, your ideal inventory and accounting combo. From now on, you don’t have to spend on 2 separate software for inventory and accounting. Enable inventory, use it and let us know what you think.

Unleashed: Zoho Mail App for iOS and Android Phones

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We’re glad to announce that the long awaited native mobile app for Zoho Mail is now available on the App Store and Google Play. The app is free for all Zoho Mail users irrespective of the email plan.

We’ve designed the app so that it is simple and familiar to use yet sophisticated enough to let you do more; from one powerful email app. So besides providing a sleek, intuitive and fluid interface to access your email on the run, it also includes exclusive Calendar, Contacts and Files modules – a complete email app suite. The result is an app that empowers users to maximize their productivity while on the move.

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Too many bugs to handle? Link and fix them in Zoho BugTracker

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In an effort to keep you calm during a bug swarm, we have released Link Bugs in Zoho BugTracker. With Link Bugs, you can associate or link bugs together based on their relationships with one another. This will help you organize bugs so you can resolve issues quickly and easily.

Below is an infographic illustrating the different types of bug-links you can use.

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Sit back and Relax. Zoho Books brings you Auto Charge.

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There are features in a product that address small pain points for customers and then there are ones that make life a breeze. One such feature that falls under the latter category is Auto Charge.

 

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The Auto Charge feature in Zoho Books automates the tedious process of charging your clients regularly. This feature lets you charge your customer’s credit card for recurring invoice payments on a daily/weekly/monthly basis. In case of failed payments, Zoho Books reattempts to process it after a few days (dunning).

With this feature on-board, we’ve eliminated all the major hassles that a business would typically face if they are invoicing on a recurring basis. Now, you don’t have to worry about: 

 

  1. Keeping track of multiple payments.

  2. Manually invoicing customers every day/week/month.

  3. Tracking overdue invoices

  4. Extremely tedious follow ups and reminders.

  5. Securely storing the customers’ card credentials.

 

So how does this feature help your business?

 

Charge Clients Automatically

 

Once the billing period has been set (days/weeks/months), Recurring invoices will be created and your customer’s card will be charged automatically. You can pause and resume the process whenever you want.

Get Alerts And Send Notifications

 

Be it invoicing, be it a payment failure, Zoho Books sends instant email notifications to you and your clients. Though the clients are auto charged by you regularly, the invoices for that are sent to the client for reference.

 

Manage Payment Failures and Retries

 

When a payment fails due to card expiry or incorrect card information, Zoho Books will reattempt processing the payment upto 3 times before the invoice is suspended, keeping you notified all the while.

 

Let Clients Update Critical Information

 

If your client’s credit card is nearing expiry or there is an incorrect card or address information, your clients can update all of that at their convenience from the client portal.

 

Huge sigh of relief, isn’t it? Zoho Books has currently enabled Auto Charge for Stripe. Enabling auto charge for other payment gateways is not far away. So, ideally if your business is all about invoicing customers on a regular basis, configure Auto Charge in Zoho Books, sit back and relax. Watch Zoho Books do its magic with Auto Charge!

Zoho on Zoho: How we use Zoho apps to run the show at Zoholics

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Our goal for each Zoholics user event is to make it perfect for attendees – our customers who travel from all over the world to learn and make the most of Zoho apps for their business.

Making sure that everything is perfect involves coordinating so many major and minor aspects related to each event. What makes this even more challenging is the fact that most of our teams are geographically distributed and work across various time zones (more about working remotely with cross-cultural teams here.)

So, how do we do this for not just one, but four annual Zoholics events?

Here is the story of the people, processes and Zoho apps that work behind-the-scenes for each Zoholics event.

Setting the stage.

Pre-event Planning: To start with, we need to discuss and decide on the agenda for the event. Raju, who is the chief architect for all Zoholics events, initiates these discussions over Zoho Connect, our intranet where everyone watches out for important announcements and discussions.

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Basis these discussions, we use a shared Zoho Sheet (our spreadsheet app, part of the Zoho Docs office suite) to draft an agenda and assign speakers for each of the sessions.

After we have the agenda ready, we move to a dedicated Zoholics Projects’ portal for further discussions such as content, promotion, logistics and travel. Everyone who will be speaking at the event or helping organize any aspect of it is invited to join this Project portal.

Over the next few months leading up to the event, the Zoholics Project portal becomes the “virtual meeting room” where we all check in to participate in discussions about the event and to post or follow updates about the status of event-related tasks.

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What is great about using a Project portal for such discussions is that everyone can stay in the loop and get notifications over email or on the Zoho Projects’ mobile app. There are no communication gaps or operational lapses.

One of our first discussions over the Zoholics Project portal is about travel for the event. We create and share another Zoho Sheet – this one allows employees from other cities who’re traveling for the event to input their travel dates. Since the travel team is also part of the Project, they’re able to book flight tickets and hotel rooms.

Event Promotion: We also start a discussion about promoting the event through these channels – social media, email invites, banners within our products, log-out pages as well as the Zoho Buzz newsletter. Promotion-related tasks for each of these channels are assigned to the owners. Read more