If you are using Google Apps, this is for you.
Our friends at Google invited us to a live webinar next week to showcase what Zoho CRM for Google Apps can do for you. As you may know, we’ve been constantly improving our Zoho CRM For Google Apps to have more and more useful integration that make it easier for you to manage your leads, contacts and sales.
So, if you have not tried Zoho CRM for Google Apps yet, we invite you to join us next Tuesday, November 9th at 10am Pacific Time. Here’s the link you can subscribe with: https://googleonline.webex.com/googleonline/onstage/g.php?t=a&d=571321675&sourceid=ptnr
See you there!
Integrations and improvements among Zoho Apps continue to pick up steam. Our latest update in Zoho Mail brings in some really neat features many of you will love. Here we go.
Drag & Drop Attachments & More
Attaching files while composing an email just got easier. While attaching files, just drag and drop your files on to the compose window to attach files. You can drag multiple files at once. There are no plugins needed for this feature to work. It uses HTML5. This means, the feature will work in browsers that support HTML5 like Firefox 3.6+ and Chrome 6+.
If you still prefer attaching files using the dialog, we enabled the option to select multiple files using the CTRL option (or CMD option on Mac). Again, this feature works on Firefox 3.6+ and Chrome 6+.
We previously added an option to attach files directly from Zoho Docs or Google Docs. For Zoho Docs, you only had the option to attach the files you created. We now added an additional option to even attach files that have been shared to you.
Add Leads & Events to Zoho CRM
In Zoho Mail, we have had the option to add a contact to Zoho CRM with a single click. We now added an option to add the sender of an email as a Lead to the CRM system. To do this, open the email and choose Add to > CRM > Leads.
You can also add an Event to Zoho CRM right from the email.
We typically receive calendar invites as ICS attachments. For such emails, we now added the option to preview the ICS file before adding it to your calendar. If everything looks right, use the ‘Add Event’ option add the event to Zoho Calendar.
Sorting Emails by Size
Unlike many webmail clients, we offer several options to sort your emails – like sorting by Date, subject, sender etc. Now we added a new option – sort by size. This will sort all your emails based on the size of your email (attachments included). If you want to delete those unwanted emails that take up your Inbox, now you can do this easily.
These are some of the key highlights in our latest update. As always, we will keep improving the application based on your feedback. So keep your feedback coming.
We have continuously been working on strengthening
Zoho CRM’s integration with Google Apps. Last month we took a step towards that and announced
Zoho CRM Contextual Gadget for Gmail. Today, Google Apps users have a thing or more to rejoice – Zoho CRM Web Forms can now be published to your Google Sites also!
Google Sites makes it easy to create and edit your webpages and publish them to the external world. With
Zoho CRM Web Forms for Google Sites, Google Apps users can leverage the advantages offered by Google Sites to lead capture and lead generation too. With very minimal effort, your lead details are stored in your Zoho CRM account.
With so much said, how do you get the Web Form to be a part of your Google Sites Page? Simple. All you have to do is to choose your Google Sites Page and also select the “Publish to Google Sites” option while specifying the Web Form details. Your Web Form is automatically published to your site.
And there’s more. You can also create your Google Sites page from within Zoho CRM while specifying the Web Form details. Here’s a presentation that talks more about this feature.
As a Google Apps user, the gain from using this feature is worth noting. Not only is Lead Generation, Lead Capture and storage of lead details made simpler, you can also automate your lead assignment process and send personalized email messages to your website visitors upon submission of their details.
The use of a web form is plenty – Survey Forms, RSVPs, Sign-up forms, Registration Forms and more. So, go on and
capture your website visitor details from your Google Sites. And while you are trying this feature, do post your feedback and tell us if there’s anything more that you’d like to see. Zoho CRM Web Forms for Google Sites is one more addition to our
whole suite of integrations with Google Apps, making Zoho CRM one of the first CRM systems to integrate with Google Sites.
Following the front office, stardom for this week is to the Admin team for effectively managing our travel requests.Travel is inevitable. Just as interesting as it can get. The thrill and exposure of a new culture, very much different to the one we are rooted to, is simply sensational and more, only if you have someone to help you with making travel arrangements. Try doing it yourself, and you might change your mind about the trip
Before these trips, the traveler needs to notify the management of it and get it approved. Location, duration of stay, mode of travel and other preferences were conventionally notified to the Admin team by email, but did not work well for us on the long run. Too many email being sent back and forth, but with very little advancement, was truly a bother. What we came up with, to handle this tedious process, was this: Travel Request Application.
Here is a peek at how it works.
All information required to make travel arrangements, such as passport, visa details and personal information are filled in this application by the requester, which on submission, is sent across to the manager on an automated email notification for approval. What additionally we have done is dedicating a view to managers, as they get many such requests to verify. The link to this view is included in the notification email, and all the unattended requests are listed with Approve/Reject options. This helps greatly in assessing all the travel requests on a unified view. Managers alone have access to this view, thus isolation is achieved. Once approved, these requests are forwarded to the Admin team for proceeding with making travel arrangements; booking travel tickets, accommodation, etc.
If we had turned towards getting a custom software built for this purpose, it would not have been a sensible decision. Certainly not with an online database software as Zoho Creator at hand. The fact that it cost Rajesh four days of effort can wholeheartedly be ruled out when taking into account, the ease of handling travel arrangements.
Just as our previously flaunted applications, this one here too is available at the Marketplace for you to try.
Yesterday, 37Signals decided to increase their entry-level Basecamp plan from $24 to $49 dollars. ReadWriteWeb quoted:
Basecamp quietly increased its cheapest subscription option from $24 to $49 per month, a move that was criticized by some as as being unfair to small business customers.
In the last few months we have gotten an increasing number of requests from people to migrate from Basecamp and into Zoho Projects. So we created a tool that provides and easy interface for importing your project data from Basecamp into Zoho. Zoho Projects BUMP includes import of projects, tasks, milestones, users and forum posts. This is not something we created just in the spur of the moment yesterday. We had it for a while for those people who asked. Now, since 37Signals decided to increase to increase their prices by so much, we thought this would be a good time to more broadly publicize this. So head over to Zoho Project’s BUMP and get started!
UPDATE: Jason Fried from 37Signals contacted us (see below) to dispute the fact that they increased their plans. I think the way you look at it is very technical and splitting hairs. Yes, their Plus plan is still $49/month as it was before. My memory is not that good, but Jason says it has always been $49, we’ll take his word for that. I think we can all agree on the fact that before, their lowest paid plan was $24, now, their lowest paid plan is $49. Here’s a screenshot of that: http://yfrog.com/c8246p. I think that’s as clear as a price increase will be. It’s like an airline saying: we didn’t increase our prices, but now you have to fly business if you want to fly… but hey, business class prices have been always the same!