IT company Ondimar uses Zoho CRM + Google Apps to run its business

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The challenge for small business owners has long been finding a CRM application that is both effective and affordable. One such business is Ondimar.com, a Brazilian information technology company owned and
operated by Ondimar Jose de Morais. The company specializes in
demonstrating systems, training users, and presenting IT alternatives to its client base.

Ondimar realized that the effectiveness of any CRM installation depends on the users’ ability to understand the process flow, share knowledge, and understand the utility of CRM as a fundamental business process. Meanwhile, the company’s CRM users were often spread thin engaging a variety of clients and business partners.

Ondimar.com started working with Zoho CRM two years ago and is quite happy with the decision. The company is now taking advantage of Zoho CRM’s integration with Google Apps.

“Zoho CRM has assisted me in tracking tasks,” says Ondimar. “We use Gmail, so I can monitor all requests that come to my team via email. Then, I can email the file after it is resolved. By integrating with Google Apps, Zoho CRM lets me share without difficulty or duplicating effort.”


Continue to read
 on how Zoho CRM’s straightforward interface helped Ondimar.com’s employees.

If you’d like to share your Zoho CRM story too, write in to us at support@zohocrm.com, We look forward to hearing from you!

Zoho Docs Gets A Fresh New Look And Feel

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You probably must have noticed the changes in the Zoho Docs UI by now. In an update done yesterday, we’ve completely redesigned our user interface with a fresh new look to improve navigation and to easily manage your documents in the cloud. The new Zoho Docs UI has a cleaner, sleeker interface that will make it easier for you to navigate through your Folders, Workspaces etc.


 


Let us look in detail at what is new in this update

Easy-to-use Navigation
The new navigation system is simple and intuitive. It focuses on things that users do most often like say, going to a specific folder, workspace or group.


Drag-and-Drop Files
Uploading files to Zoho Docs just got easier. You can now upload files by just dragging and dropping them from your desktop on to the desired folders in the “Personal Folders” section. You can also drag multiple files at once. There are no plugins needed for this feature to work. This new feature uses HTML5 and so will work in browsers that support HTML5, like Firefox 3.6+ and Chrome 6+.


Attach From Zoho Docs
We love listening to our customers and quite a number of you had told us that finding documents when using Zoho Mail’s

Attach from Zoho Docs
was not flexible enough. We have now provided more options to easily find and attach the documents from Zoho Docs.

 

Other Enhancements

  1. If you have documents shared to you, which are not relevant to you anymore, you can use the new Remove Share option to remove the sharing. An email notification will be sent to the author of the shared document.
  2. Using the Unsubscribe option, you now have control on what Workspaces you would want to view in your Workspace section.
  3. You can now email documents present in Workspaces using the Send Mail option.

Like Mark Ford who tweeted the below, we hope you too like the new look and feel of

Zoho Docs
 :)

 

Please do share your views and suggestions by dropping us a comment here.

Break Free Alliance manage their information repository using Zoho Creator: A success story

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Break Free Alliance is a program of the Health Education Council, and is funded by the Centers for Disease Control and Prevention. They are using Zoho Creator for their online data collection, sharing and collaboration needs. Lisa Houston, the Program Administrator of Break Free Alliance was more than happy to explain how Zoho Creator was deployed for their requirements. Even if not directly, we are extremely privileged to be associated with this healthy initiative.

Disadvantaged populations are the ones suffering the most from tobacco-related diseases. The primary motive of Break Free Alliance is to ensure that every person has access to tobacco education resources, cessation support and prevention programs, regardless of education level, income or occupation. They do this with the help of states, national organizations, researchers, community-based agencies, medical experts and volunteers, who help advocate policies and programs that help the poor quit tobacco and prevent youth from starting.




Their repository of endless information was previously maintained in hardbound files on their computers. Some were essential to program-organizers and some were needed by participants, so user role-based sharing had to be implemented, keeping it accessible at the same time.


“Before, whenever people asked for contact information and resources, I
would have to ask a staff person to search through files in order to
send them the information. I was not aware of web-based applications for
this kind of data management then.” – Lisa Houston

Lisa embedded all the required information on their website, which made it much easier to direct users to the repository than looking around for the information in their files. They like it that Zoho Creator is easily searchable. Lisa had built all four applications by herself, of which three are embedded on their website. She appreciated our support team too, saying I
got some great support from Zoho Creator. Whenever I couldn’t figure
something out myself, Zoho staff got back to me right away.

She had seen Zoho Creator being embedded on the website of The National Latino Tobacco Control Network, yet another national network like Break Free Alliance. Both their requirements were similar, so she considered trying Zoho Creator. They ended up liking it. Well, we couldn’t be happier.

If you have a Zoho Creator success
story to share, write to us at creator-marketing@zohocorp.com; we’d
love to feature it here!

7 Reasons For Self-Employed Professionals To Choose Zoho Projects

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In a recent article titled ‘

Seven Keys To Productivity In The Human Cloud
‘, 

Business Insider
shared a set of productivity tips for independent consultants and freelancers; self-employed professionals who generally work from their home offices, collaborating with multiple clients and juggling multiple projects. According to the article, these tips should be used by professionals in leveraging the power of cloud-based tools for attracting and delivering better business. We offer one such cloud-based tool, Zoho Projects, which is ideal for this purpose especially since its features match all 7 criteria suggested by the article.

We’ll take Business Insider’s 7 criteria into account, to explain why Zoho Projects is the perfect choice as a tool for self-employed professionals:

#1 In accordance with tip 1, Zoho Projects is a 

Collaborative workspace which functions as a conference room where clients can easily review documents, mock-ups, share comments or check on project status
. Project members can

easily add and share project-related documents
, spreadsheets, videos, etc from within the Project. These documents appear in the document tab where they can then be reviewed by clients.

#2 Tip 2 suggests that you use ‘ an end-to-end project management solution that gives you integrated, seamless access to all aspects of your projects ‘ and that doesn’t require you to login separately to a document sharing program such as Google Docs. With Zoho projects, you get

inbuilt access
to task management, bug tracking, time tracking, project reports, meetings, project wiki and more. You can also upload documents directly from Zoho Docs or Google Docs. Read more about the Google Apps Integration that also lets you add users from Google Apps, add tasks and events in Google Calendar and view project information in Google Mail. 

#3 Tip 3 stresses the significance of staying organized by maintaining all communications, documents, tasks and milestones in a central place and of selecting a solution that supports email collaboration. Zoho Projects includes separate tabs for organizing and maintaining all your documents, tasks and milestones within your project portal. It also includes powerful email collaboration that lets you add new tasks, forums, documents, comments and status via email.

#4 Clients should be empowered to find answers to their questions and not have to rely on back-and-forth communication, says Tip 4. Zoho Projects makes all these answers easy to find with a comprehensive project dashboard that lets you view status of tasks at a glance, and keeps documents, milestones and conversations all in one central location making them easy to track. Another aspect of Zoho Projects that enables easy access to answers is the visual representation of project and task status in the Projects Reports feature. The inbuilt forums and Project Wiki also help in quickly accessing information or answers.

#5 Tip 5 talks about the importance of supporting a flexible work environment that makes it easy to invite people, control access limitations and track work-hours and expenses. Zoho Projects offers all of that flexibility; inviting users is easy, client access controls and project user access controls are seperately defined and timesheets allow project users to log their hours for tracking and billing.

#6 Invoicing, can be better aligned to purchase output if done directly from within the project workspace, says Tip 6. And of course, Zoho Projects comes with inbuilt timesheet and billing software that lets project users log and track time, record billable hours, generate customized billing reports, export timesheets and create invoices to bill your clients.

#7 Tip 7 explains why maintaining a consistent branded look with logo and colors, is important so that clients can be made to feel comfortable about your Project workspace presence. With Zoho Projects, a project team can create that consistent branded look by adding their own logo, customizing the layout, changing timezones and setting the language according to their preference.

So, if you’re a self-employed professional, you now have above 7 reasons to start using Zoho Projects. Here’s what one such professional, Raphe Patmore, experienced when he started using Zoho Projects:


My client had never used Zoho before. Once I’d set up the whole project on Zoho I shared it with him. His response after visiting Zoho was, “I knew straight away this was going to be a well managed project”

Read what some of our other customers said about Zoho Projects or share your own experience with us by writing in to support at zohoprojects dot com. If you liked this post, please share it with those who you think will find it useful.

Zoho CRM Case Studies in Marketing and Distribution Industries

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Aviation, Business Services, Technology, Financial Services, FMCG, Wealth Management … this is just the beginning of the list. Zoho CRM is used successfully in diverse industries. Today, it’s the story of how Zoho CRM helps to Build, Maintain and Strengthen Customer Relationships in the Marketing and the Distribution industries. Here are the stories right off our customer’s mouths.

T3 Direct, a direct and telemarketing company, had previously been using disparate systems to manage their contact database, collaboration and sales activities. With multiple systems to update, sales executives were finding it difficult to keep track of all their data resulting in a total chaos!

Zoho CRM was the answer to all their chaos and the results they achieved after switching to Zoho are increased revenue, lower costs, and lower risks. According to Jonathan Mason, Director of Marketing, T3 Direct:

 We get an eagle’s eye view of all our clients’ activities and can
determine which leads are most costly to generate, which campaigns are
the most productive and profitable and can provide amazing real-time
statistics on our clients’ market demographics.

Read the complete story here. T3 Direct also has a video on their usage of Zoho CRM.

How is Zoho CRM implemented in the Distribution Industry? Teco Pneumatic, Inc. tells you.

 Zoho CRM is better than their competition and 75% less expensive. Our
adoption has increased by 300% and the migration executed by ViWo* was
flawless.” says Karl Anderson, President of Teco Pneumatic, Inc.

TECO, a full line supplier of fluid and motion control products, needed a seamless solution to communicate and register activities with customers. Zoho CRM integrated with GMail provided them the solution that they were looking for. For TECO’s staff, customer information is now at their fingertips and can provide better service to their customers.

There are some more benefits that TECO is enjoying after switching to Zoho CRM with GMail. Read about them here.

If you have a story to tell us, let us know. We are on Twitter, Facebook and LinkedIn too !

* About ViWo:

Virus Woman Inc. (ViWo) is the premier Information Technology service provider operating as a contractor and subcontractor. VoWo is a Zoho Alliance Partner Program member, and implemented Zoho CRM for TECO Pneumatic, Inc.

Zoho Recruit: Now with Improved Access Permissions and Data Migration

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Here’s a couple of enhancements from Zoho Recruit.

Access Permissions to view Client and Client Contact details

The relationship between Recruiters and Clients is the key to run a successful Recruitment Agency. Therefore, it is vital to protect all your clients’ data from unauthorized access. Zoho Recruit – Applicant Tracking System now comes with Role based and User based permissions, which allows the Recruiter Admin restrict user access to Clients’ and Client Contacts’ data. Grant your teammates access to this data only when required.

Data Migration

Transferring your data from one source to another takes a lot of time and effort. Recruitment data from other Applicant Tracking Systems can now be moved into your Zoho Recruit account efficiently. You can choose from below the method that suits you best, for migrating your data to Zoho Recruit:

  1. Import data from XLS, CSV and TSV formats – Using this method, you can import upto 1000 records at one shot.
  2. Import data from DOC, DOCX, PDF, RTF, TXT, HTML and ZIP formats – This method helps you automatically parse upto 200 to 300 files at a time.
  3. Migration tool – This method helps you to migrate huge data from any platform into your Zoho Recruit account, courtesy our integration with Rchilli.

Try the above improvements and share your valuable feedback with us. For recent updates, connect with us on Facebook, Twitter or LinkedIn.

New in Zoho Sheet: Strikethrough and other enhancements

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Zoho Sheet now supports the ability to set the ‘Strikethrough’ format to cells.  This can be used in cases where you want to mark a task as completed in a task list spreadsheet or to eliminate a few options from a list. Here is a screenshot demonstrating its usage.

This release also features an enhancement with respect to the Chart and Image objects. These objects now use the common UI component used for Buttons. Selecting and acting upon these objects are now similar to the Button objects. Here is a screenshot. 

We have added support for a few keyboard shortcuts that help you quickly navigate between various objects (Image, Chart, and Button) in the spreadsheet and to align these objects to the grid. This is very useful when you have a lot of images / charts / buttons in your spreadsheet and you want to align these objects with each other. The related keyboard shortcuts are available in the following URL under the “Shortcuts for Objects” heading: https://sheet.zoho.com/keyboard-shortcuts.

Learn more about the other enhancements and bug fixes available with this release: https://sheet.zoho.com/features#2011-05-02.

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