LiveChat integrates with Zoho CRM

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2010 was the year of integrations for Zoho CRM and our customers certainly seem to love these integrations. This year also has started off with integrations - Zoho ProjectsConstant Contact, Zopim and now, LiveChat. LiveChat
is an intuitive chat software that enables your sales representatives
to reach out to customers browsing your website. More about LiveChat’s
integration with
Zoho CRM in this guest post by Szymon Klimczak, eCommerce Director of LiveChat.

Most of you build, maintain & strengthen customer relations using
Zoho CRM. Usually, you manually fill up the database with information
gathered over the phone or via email. But by integrating Zoho CRM
with LiveChat, we wanted to help your sales teams to make their work
quicker and more efficient. LiveChat fills the gap between phone and email by automatically collecting the contact data and the chat transcripts of conversations with your website visitors, both of which can later be forwarded
to Zoho CRM.

However,
the true power of LiveChat lies elsewhere – it gives your sales team
the opportunity to reach out not only to selected people, but to all people who showed interest in your product or service
by visiting your website. It allows you to engage and invite your website visitors to chat, identify their needs and to convert them into your customers.

This is how LiveChat – Zoho CRM integration actually works:

  • Add a note to an existing contact
    - by default, LiveChat searches for contacts in Zoho CRM database using
    the pre-chat survey data. Notes can be added to a contact in Zoho CRM
    directly from LiveChat.
  • Search for a desired contact if default results were not satisfying – if a contact is not found during the search based on pre-chat survey data, the operator can modify the search query and perform another search.
  • Add a new contact using pre-chat survey data – a new contact can be added to Zoho CRM directly from LiveChat.
  • Add a new lead with chat transcript as a note – a new lead can be created in Zoho CRM directly from LiveChat. The chat transcript will be automatically attached once the chat session is over.

If you have been thinking about using a chat solution on your website, you’ll love the special offer for Zoho blog readers – free 30 days of LiveChat service (instead of the regular 14 days). If you want to start selling more, sign up here, add even up to 100 operators and give it a test shot. We’re sure you will love LiveChat & Zoho CRM as much as we do :)

Challenge New Features: Email Results To Candidates, Rich Text In Answer Options

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Hello again from the Zoho Challenge team! As you might have known, we’ve constantly added new features to Zoho Challenge based on user feedback. Previously, we’ve added

bulk questions import

,

comprehension questions

,

embedded tests

and 

more

. This holiday season, we’ve refreshed the application with a couple more features that we think you’ll find useful.


Automatically Email Test Results To Candidates
Previously, you were able to show your candidates the results of an assessment immediately, at a specific time or after test closure. From now on, your candidates will be able to receive an email with test results once they complete a test. All you need to do is enable the

‘Send results by email automatically’

option when you assign tests to your candidates.

The email that your test candidates will receive will contain the maximum and obtained marks, the test result (pass/fail) and a chart that shows correct vs. wrong answers. Students use email not just as a means of communication but also as a tool to archive important information. This new feature will be of great use to them and we encourage you to use it when delivering assessments.

Add Rich Text To Answer Options
Zoho Challenge’s powerful text editor that allows you to add rich, formatted and multimedia content to questions is now available for answer choices. You can leverage the same editor to add rich text to your answer options. We believe this small addition to the already existing power house of answer types and options will help you in providing improved and refined answer choices to your students.

We’re continuously improving Zoho Challenge based on what users have been telling us. If you’ve got anything to say, don’t forget to tell us. We’re always active in the

forums

or

on Twitter

.

Zoho Invoice vs Zoho Books

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Ever since we launched Zoho Books one question we hear over and over
again is “What is the difference between Zoho Invoice and Zoho Books?”.
Here’s a clarification for those of you who asked and for those who
have the same question.

Zoho Invoice is an online invoicing software
which helps you get your invoicing done. It has all the essential
functionalities related to invoicing like estimates, quotes,
multi-currency support, online payments, credit notes, customizable
invoice templates, an iPhone app for invoicing on the go, a web
app(beta version) for invoicing from android & other mobile devices
and multi-lingual support.

online invoicing software vs online accounting

Zoho Books on the other hand is a comprehensive online accounting software
that lets you get your accounting done online. With Zoho Books you can
keep up with the your income and expenses, manage your banking and
credit card transactions and work with your accountant online. Within
Zoho Books you will see a comprehensive invoicing module which includes
all the features of Zoho Invoice, except for the ones listed below:

  • API
    - The Zoho Books APIs are in the making. If you are planning to
    integrate with us you may need to hold on for a little while more.
  • Contextual
    Gadgets- We are integrated with Google Apps, the only missing piece is
    the contextual gadget, which will be included soon.
  • iPhone app- Again we are saving this for later. But this is certainly on our agenda.

Here are the answers to some popular questions on the same topic:

How do I choose between Zoho Invoice & Zoho Books?

If all you require to do is manage invoices and expenses online then go for Zoho Invoice. However, apart from plain invoicing if you want to track your purchases, reconcile your bank and credit accounts, view a complete snapshot of your business, generate performance reports like Profit & Loss and Balance Sheet then Zoho Books would be a better fit. 

The equation you’ll need to remember is Zoho Invoice = Accounts Receivable while Zoho Books = Accounts Receivable + Accounts Payable  + more…
Will Zoho be adding more features to Zoho Invoice?

Absolutely,
with hundreds of thousands of users on board, we need to keep Zoho
Invoice updated and young as ever.  The possibilities of interesting
inclusions are endless. We will be adding features to both Zoho Invoice and Zoho Books. 

I am on an elite plan in ZI, a little
birdie tells me that the $24 subscription to Zoho Books gets me
unlimited invoices. Can I switch…


Why not? We’ll help you switch if you wish to. You can dial the Zoho Invoice support toll free and our support folks will switch you over in no time.

Oh,
before signing off, we’d like to thank everyone for the overwhelming
response to Zoho Books. We couldn’t have asked for more. Thank you!

Follow Zoho Books on Twitter and Facebook. And Zoho Invoice on Twitter and Facebook.

Explore Zoho Reports Series: Part I – Formula Column

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In this series of posts, you will get to know the little known, yet very powerful and useful features of Zoho Reports. In this first part, let’s explore the ‘Formula Column’ feature.

Formula Column
In addition to the base columns a table has, you can add a new column with a custom formula based on one or more of the table’s other columns. For example, say you have two columns for ‘Sales’ and ‘Cost’. You can define a custom formula ‘Sales’ – ‘Cost’ and add it as a formula column called ‘Profit’. That’s a simple example with the difference function. There are a lot more functions listed based on type – Date, Numeric, String, Aggregate, Statistical and General. Let’s see examples from each of these function sets.

Date: You can manipulate values of a given date column.

Example: Let’s say you have a column that has date values like 2011-01-01
12:30:48 (or say Jan 30, 2011). And you want to have a column that lists the corresponding day of the week. You can define the formula as weekday(“Date”).

    

Let’s see another scenario for a date specific formula column. Say you want the number of days between a lead coming in and the sale getting closed. Or say, the number of days it takes to close a support ticket. The formula to be used would be datediff(“Date1″, “Date2″).

   

Numeric: Numeric formulas ranging from absolute value to mod to log to exponential to trigonometric functions like sin-cos-tan are all handled here.

Example: Let’s say you have some test data values in three columns and you want to list the greatest value of each row. You can define the formula as greatest(“Column1″,”Column2″,”Column3″)

  

String:
This type of formula functions deal with text values (known as ‘string’ in programmer lingo). Knowing the length of a given string, string concatenation (joining of two textual values), finding a sub-string, upper/lower case conversions etc are all dealt with here.

Example: Here’s a scenario. In one of the Date functions above, we saw weekday(date). What if you want only the first three characters of the weekday to be displayed? You can define the formula column like left(weekday(“Date”), 3)

    

Aggregate & Statistical : Functions like count, sum, average, variance, standard deviation, mean, median, mode etc

Example: Suppose you want to calculate the column’s average and find the difference for each row. You can have the formula as Column1 – Avg(“Column1″). Or say you want to calculate the percentage of a sale value to overall sales. The formula will be (“Sales”/Sum(“Sales”))*100

   

General: If and ifnull functions.

Example: There are instances where you won’t like to have a null value. In such a case you can have a formula defined something like ifnull(null, 0). All cells with null values will get replaced by zero. Consider another scenario. Say different product categories attract different taxes. We can calculate the tax with the formula if(“Product Category”=’Stationery’, “Sales”*0.05, “Sales*0.08). This calculates the sales tax for Stationery as 5% and for other product categories as 8%. We can even have nested if conditions. Like if(“Product Category”=’Stationery’, “Sales”*0.05, if(“Product Category”=’Furniture’,”Sales”*0.10,“Sales”*0.08))

   

Hope you now know how to put Formula Columns to best use in Zoho Reports! Do let us know how you use or intend to use formula columns and keep your feedback comments coming.

You can follow us on Twitter and Facebook.

 

Cricket World Cup Tracker

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Do you follow Cricket?
If you do, you must certainly be excited about the ICC Cricket World Cup 2011 that is going on right now.

So to help you follow all the action, we’ve quickly tossed up a Zoho Sheet that gives you a full view of the tournament. You can see the schedule, teams, group standings, and of course, statistics.

http://sheet.zoho.com/public/zohosheet/world-cup-tracker



For a hot spot on a particular day’s match and the Group Standings, you can embed the following snippets in your website/blog:


Today’s Match Snippet:



<iframe src=’http://sheet.zoho.com/publishrange.do?id=8d056b549340aec604ca138274ab4312′ frameborder=’0′ style=’height:102px;width:288px’ scrolling=’auto’ marginwidth=’0′ marginheight=’0′>&nbsp;</iframe>


Preview:


Group Standings Snippet:



<iframe src=’http://sheet.zoho.com/publishrange.do?id=3ec08d610d7338e242d44f96071cef1e’ frameborder=’0′ style=’height:511px;width:432px’ marginwidth=’0′ marginheight=’0′ scrolling=’auto’> </iframe>


Preview:


Enjoy!

Update: Google-Zoho Cr-48 Giveaways

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We recently announced this joint promotion event with Google to give away Cr-48 Notebooks to Zoho users. The results are now out. A number of Zoho users were selected from this promotion program. UPS will be delivering Cr-48 Chrome Notebooks to select Zoho users soon. Go on, ‘Work. Online’ with the Cr-48 and let us know how it goes :)

ps: Watch the Google team give a demo of the Chrome Notebook and its features:

New Zoho CRM video tutorials, by our Customers & Partners

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It always feels good to hear from our users about their Zoho CRM experiences. This time around it’s a collection of videos created by our Customers and Partners on how Zoho CRM helps to manage their businesses.

Here’s the list:


By T3 Direct


Videos by Ryan Brown

More videos by Ryan here.

By Cazoomi

And one more, by Market Moose

Thank you RyanT3 DirectCazoomi and Market Moose for these videos. We also invite all of you to share any Zoho CRM video tutorials that you may have created. Let us know, and we will feature them in our blogs.

As always, keep your comments and suggestions coming in. And you can connect with us on Facebook or Twitter.