3 Easy Steps for Embedding Zoho CRM Web Forms in Facebook Pages

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If you follow our

Facebook
page, you would have noticed a “Request a Demo” link on the left hand side. Refer to the visual at the right.

This was the result of one of our experiments on how to use Zoho CRM in the social frontier. A Facebook fan page is certainly a great way to engage your prospects. It doesn’t stop there… How do you collect information from these visitors? With Zoho CRM web forms, you can!


Zoho CRM web forms
can come in handy when you want to gather information from your web page visitors. The details are automatically pushed to your CRM account on submission.

Getting the form in your web page takes almost no time. It is as simple as create > edit > save. Take a look at the below presentation. These are the steps that we followed for embedding the ‘Request a Demo’ form in our page.

A very big thank you to Kenji Saegusa, a Zoho CRM fan, who posted this query in our fan page. Your question inspired us to try this out.

If you are using Facebook for marketing, then Zoho CRM web forms can help you capture leads directly from your company’s Facebook page. Try embedding forms in your Facebook pages and tell us about your experience.

And, yes, in case you need a demo of Zoho CRM, you can always fill the form and submit. We’ll get your message!

Learn more about Zoho CRM Web Forms; here are a couple of related links.

Capture Leads from your Google Sites with Zoho CRM Web Forms
Capture Contacts from Blogger.com to Zoho CRM

For more such updates and to share your suggestions, do connect with Zoho CRM on

Facebook
and

Twitter
.

New Desktop Plugin for Zoho Assist!

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zoho-assist-desktop-client

Zoho Assist was initially dependent on Zoho Meeting to start a remote session from the desktop. Now, with it’s own new and sleek desktop plugin, Zoho Assist has empowered itself to start sessions from the desktop with a single click.

Browser independence is one of the core features of this new plugin. It runs in the task menu and requires very less memory footprint, i.e., it will not eat your system resources while still being handy in establishing a robust remote session. Another major feature is the Auto-Updation. This will help users to enjoy the new features without any manual updation troubles. One can also resume the previous session with a single click. (you don’t need to create a fresh session every time, thereby saving time)

This Zoho Assist plugin is presently available for Microsoft Windows only. We’ll be releasing the other OS versions soon. You can download the plugin here. Hope the new desktop plugin will help you experience the remote sessions on the fly. Happy remoting!

Zoho: Largest software provider in Google Apps Marketplace

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With 11 Zoho Apps integrated with Google Apps and thousands of companies with tens of thousands of users using our integrated suites, Zoho becomes the largest software provider in Google Apps Marketplace. 

Last month we said we will launch five new integrations with Google Apps. So we did – Zoho Creator, Meeting, Discussions, Wiki & Reports. These five apps join our long list of previously integrated apps – Zoho CRM, Projects, Invoice, Books, Recruit & Creator HelpDesk

These integrations are not just sign-on level integrations. They go deep. An app like CRM, for example, integrates with various Google modules like Contacts, Calendar, Docs, Mail, Sites, Spreadsheets and user provisioning apart from various open social and gmail contextual gadgets. Apart from the breadth of our portfolio, we also bring in the depth in integration as well.

For over a year, we have been stressing the importance of contextual integrations and have been focusing our efforts on both external and internal integrations. This will continue to be a key focus this year as well as next year for Zoho. We’d like to see application boundaries disappear as the data flows freely between the apps. 

Given the number of apps we offer, the possible number of integrations increase. We prioritize based on your requests. If you’d like to see any specific integrations, please drop us a line.

Announcing: Zoho Creator for Google Apps

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Over the last month, we have been releasing a Zoho Service for Google Apps Marketplace each week. This week we present to you, another Zoho service that adds great value to your business & which helps you build customized business applications – Zoho Creator. Today with the launch of the 11th Zoho Service for Google Apps Marketplace, Zoho takes the honor of being the largest software provider in Google Apps Marketplace.

 Zoho Creator is a web-based platform, that helps users build business applications for their specific needs and workflows. Users can build a wide range of custom applications for each department of their business. Zoho Creator has 4 new enhancements for Google Apps Users.

Universal Navigation:

Once Zoho Creator is installed in any Google Apps domain, users can access it right from the universal navigation bar in Google Apps.

Google Apps Users Field:

Users in a Google Apps domain, can be added as one of the fields in Zoho Creator forms. This field provides a choice between the username and the email id to be displayed in the form.

Email data:

Google Apps users can now add data to Zoho Creator forms by emailing the details to a custom google e-mail id. 

Upload from Google Docs:

Google Apps users can upload documents into their applications from their Google Docs account.

Collaboration:

Google Apps domain admins can share their application with the users in their domain or with their Google Apps user groups.


This video provides the users a fair idea of what to expect from Zoho Creator for Google Apps Marketplace. 



 

And for users who haven’t used Zoho Creator so far, this video will give you an overview of the product,






To get started, take a look at this presentation.




 

We’re completing the series with this launch. We promise to keep adding more services to Google Apps Marketplace and add more features to all of our existing services. A big thank you goes out to everyone who continue to support us. Thanks are also in order for the Google team who have supported us right through these releases.

New Editor Options and More in Zoho CRM

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Struggling to create a perfect email template? Then, here is your answer – Zoho CRM now has a new WYSIWYG Editor for templates! Creating email templates was a little complex earlier as you had to manually type in the HTML code to insert images and could only insert images that were hosted online in a web server.

Now, if you visit the various templates in Zoho CRM, you will find a difference. Earlier, you had few editing options that you could use to create a template. With the recent improvements on that front, adding images/logos to your email templates is made easy with the WYSIWYG Editor.

  • You no longer need to edit the HTML code of the template to add the images.
  • You can even insert images from your desktop, the images need not necessarily be the one hosted on web.
  • You also have the option to insert tables easily.

The new Editor makes editing and formatting a lot simpler. Apart from this, there is yet another important feature, the Zoho Mail Add-on Users, that we have released. It is the feature that helps you to take a backup of the email accounts of the deactivated users with Record-Level Sharing and Complete Sharing Account Types.

When a user’s account is deactivated, all the email conversations the user had with the customers, are lost. To avoid such a problem, you now have the option to store the deactivated user’s emails within Zoho CRM using the Zoho Mail Add-on Users feature. For more information about this feature, refer our Online Help.

Please try the new features and let us know your feedback. You can also connect with us on Facebook and Twitter.


Regards,
Pavitra J.

Zoho Recruit: Pre-Bundled Reports

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Here’s an exciting news for all you Zoho Recruit users!
Analyzing your organization’s business performance is no longer a difficult task. Your favorite Applicant Tracking System Zoho Recruit now features the Pre-bundled Reports that gives you a visual glance of your organization’s performance. Lets now see the different reports that are available in Zoho Recruit.

Overview:
The reporting dashboard gives a quick view of  the Total Job openings, Candidates, Clients and Contacts. Apart from this you can also have a consolidated graphical representation of  your business progress and users activities.
Job Openings:
This section lets you to view the Job Openings report with different statuses that have been added till date. Here, you can also download the entire job openings summary report.

Candidates:
Four different reports is generated in the Candidates section – resumes that are forwarded to clients, candidates with different status, candidates hired from different sources and the actual sources of the candidate.
Interviews:
This reports gives you the summary of interviews like, hired, pending, rejected,etc., and is displayed in a pie chart format. You can also view the interviews by source, which helps you to identify the sources from where the maximum interviews get scheduled. 
Clients:
With Clients report you can easily identify the overdue jobopenings for each client, and also the top clients who gives you good business. You can also download the client summary report from here.  
Users:
This report displays the users performance based on the assigned job openings/candidates, scheduled interviews and candidates forwarded to client vs hired.

You can generate the above reports in weekly and monthly formats. Other than the above pre-bundled reports, we plan to come up with ‘Custom Reports’ shortly.

As always, we look forward to your feedback about this new pre-bundled reports feature. Let us know your views in the comments section or mail us at support@zohorecuit.com. You can also follow our updates on Twitter and Facebook.

A Government Shutdown and its Impact on Small Businesses

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Politicians in Washington continue to wrangle over the federal budget. The latest meeting between President Obama, Vice President Biden and leaders of the Senate and the House failed to produce any solution.

Businesses that sell into the federal government are wondering what impact this will have for them. Sadly, a government shutdown would have a disproportionate effect on small businesses because, unlike their larger counterparts, they do not have the financial resources, or the diversity of income streams (outside of the public sector) to weather this.

We are concerned for these businesses, not only because SMBs represent the largest chunk of our customers, but also because they are a primary driver of economic growth. We are beginning to see some good signs of economic improvement, but we’re not out of the woods yet. This couldn’t come at a worse time.

Stacy Cowley at CNNMoney has a good article on how some small and medium-sized businesses are planning to cope with this situation. For example:

Jimenez is carefully eying his credit lines, available cash and accounts receivable to figure out how MicroTech will manage if the money stops coming in. It’s not just the lost revenue from stalled work he’s worried about. If the government’s financial officers aren’t around to cut checks, MicroTech won’t get paid for invoices it submitted 30 or 60 days ago. 

That’s not a pretty picture. We hope that, for the sake of the nation and thousands of workers and businesses out there, our politicians put aside party differences and work something out, so that SMBs can get back to work and create value – as opposed to having to deal with yet another human-created emergency.

Rodrigo