Automate your Email Marketing with Workflows and Autoresponders

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We received these questions from our customers recently:

“How do I send follow-ups to all leads who have clicked on a specific link in my email?”

“I want to add users to a new list whenever their potential/opportunity status changes in Zoho CRM.”

In Zoho Campaigns, it is possible to send out these follow-ups from the results of an email campaign. There are a couple of barriers, though:

  • The process is manual.
  • It has to be done for each and every campaign separately.
  • There is no way to automatically move recipients between marketing lists when they move from one stage to another in the buying process.

For a growing business, this is not a scalable solution. Our customers also wanted to move from sending batch-and-blast emails to sending targeted content based on recipients’ behavior in an email. Read more

Announcing the first-ever Zoholics for Productivity and Collaboration Apps

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We’re excited to announce Zoholics Productivity and Collaboration, our next user conference, on August 25th and 26th at Pleasanton, California.  And here’s what we have in store for you:

  • Learn how you can get the best out of Email, Sites, Projects, Connect, Docs and other Productivity and Collaboration apps from Zoho.

  • A keynote by Sridhar Vembu, CEO, Zoho Corporation followed by product presentations, new feature announcements and a sneak peek of stuff that’s coming up.

  • Learn the latest trends in Producitvity and Collaboration and how you can apply these to your business.

  • Have one on one interaction with the Zoho team and get to know our products in depth and tell us what more you want.

You can find more information including a detailed agenda and register for the event here 

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Scenes from Zoholics Sales and Marketing that happened in July 2014

Zoholics for our Sales and Marketing apps happened in July and here’s what some of the attendees had to say:

“You made me feel welcome and you covered all of the topics I was interested in. I’m very much interested in learning even more and was happy to make some great contacts through Zoho,” -Christian Weaver,  Shop4HealthPlans.com

“I was impressed by the knowledge, enthusiasm, and helpfulness of Zoho employees. Everyone mingled so easily. The personal networking was unmatched by any other conference,” Jeanie Sanders, Logical Operations

“I came in knowing very little about Zoho. I didn’t know what to expect. The conference was great for me because I was able to sit back and take in a wealth of knowledge. Each seminar I attended was what I needed,” -Kurt Kamphausen, Allen Engineering Corporation

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3 Steps to fall (and stay!) in love with your CRM

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Finding the Mr. or Ms. Right is hard. What’s even harder is taking the relationship to a happily-ever-after ending.

Your journey with a CRM solution is no different. You need to find that right solution, deal with the initial hiccups and complications, and even distractions from other vendors. But once you successfully cross these initial barriers, it’s a smooth sail to a new beginning.

So, how do you lay the foundation for a long-term relationship?Find the CRM you'll Love

Find ‘The One’

With many vendors out there, here are some tips to keep in mind to find the right one.

Read more

Win More Deals with Document Analytics In Zoho CRM

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This is a guest blog post by Adam Metz, the author of Amazon #1 internet-marketing best-seller ‘The Social Customer’, and the VP of Business Development at PandaDoc.

Zoho CRM users have been able to send documents to their contacts for five years. The company even added a real-time editor into their Document Library 3 months ago.

But they’ve never had integrated Document Signature or Document Analytics. Until now.

PandaDoc and Zoho CRM IntegrationLet’s say you want to send Emily, one of your leads, a Google Slides presentation or a Microsoft OneDrive document to read or sign. PandaDoc and ZohoCRM IntegrationSure, you could share the document with Emily via email. But once the doc leaves Zoho, it’s tough to tell whether she read every page of it, signed it, or even looked at it.

Most sales professionals want deep visibility into what their customers are thinking. It’s difficult to sell in a competitive situation without this kind of “deal intelligence.”

“Deal Intelligence” on Documents to Leads

Currently, Zoho CRM customers can upload their documents from many different formats. Now you can also send those documents to your Zoho CRM contacts faster and find out:

Read more

Customer Spotlight: How One Company Went from No CRM to Zoho CRM Power Users

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“We had evolved our CRM from spreadsheets, to Goldmine CRM and finally to ACT CRM, but we knew we needed to move to a native cloud-based CRM”

Three years ago Tonari Inc. knew it was due for a CRM upgrade having used a few different systems including Goldmine and ACT for several years.  However, having grown beyond the feature offering of those CRMs, Tonari was left operating without one all together.

“Goldmine and ACT never really were good enough.  They had flaws in terms of reliability and of course there was the problem of not having access to our CRM everywhere.  About three or four years ago we were in a little bit of a slump and it was time for us to redefine ourselves – we changed a lot of things internally and none of the other CRMs were cutting it so we were left without one.  I knew that it was time to implement a CRM that was truly effective for us.”

Read more

The customer service lessons we must all learn from that Comcast call

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​By now, you’ve probably  heard the call that hijacked the Internet last week. If not, let me warn you. It is painful – incredibly painful.  And while I do feel awful for the customer, ultimately, the cancellation call from hell breaks my heart for a shocking reason.

Listen to it again, and try not to empathize for the hapless agent and his cringe-inducing commitment to the Comcast way. This poor soul morphed, in eight short minutes and one tweet, from internal hero (revered and rewarded for his ability to continually face-off against tough odds and win) into the saddest character in a modern-day tragedy. Thankfully, like all great tragedies of the stage, we can heed the warnings and reap the rewards of lessons that become apparent.Frustrated for everyone

First, let me frame the scene. On one side of the phone we have Ryan Block, famous tech journalist (founder of gdgt and founding editor of Engadget), and on the other we have a nameless cog in the massive machine of horrible customer service that is commonly known as  Comcast. As in all tragedies, ultimately both players become victims of a larger, more devious force. Read more

Get Instant HR Alerts and Live Feeds with Zoho People.

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Jack, an executive, applies for a travel approval through his company’s HR portal. His manager misses the request amongst other important emails. The approval is delayed and Jack is left uncertain about his forthcoming travel.

Now, lets assume Jack’s travel gets approved eventually. He plans his lodging and other expenses for his trip, keeping the existing HR policy in mind. Upon returning, he attempts to have his expenses reimbursed, only to realize the HR policy had been changed well before his departure. This leads to unforeseen confusion.

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Approvals, reviews and announcements will be effective only if they’re made at the right time. The situations detailed above are just two of many such instances employees encounter on a regular basis. It could also apply to job completion notifications, leave approvals, timesheet requests, office holidays or any other announcements. Yes, you could always receive alerts and discuss approvals through email. However, too many emails back and forth would result in flooding your inbox.

How can this be solved? It’s simple: Notifications!

Read more