Introducing Zoho CRM integration with Email… and an invitation to Zwitch

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Today we’re very excited to announce a one-of-a-kind integration between our award-winning Zoho CRM service and Zoho Mail (and other e-mail platforms too).

The problem our customers were facing was clear: they manage their customer relationships with Zoho CRM, yet most of their customer communications happen via e-mail. Our goal was to not only bring both of these together, but to do so in an elegant and easy-to-setup and easy-to-use way. We’ve been working hard on this, and we’re very proud of the
result.

Full-fledged e-mail within Zoho CRM

One of the first things that people will notice is the new “Emails” tab in Zoho CRM. This gives you instant, un-restricted access to all of your mails within Zoho Mail. Customers can now easily switch between their mail and their CRM from within the same window/tab in their browser.…


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Data Cleansing with "Find and Replace" in Zoho Reports

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In a typical organization, most databases are built with data keyed in by different people. For example, a CRM database will be updated by several sales reps and each of these reps will have his/her own way of entering data. It can be ‘Road’ for some, while others may prefer ‘Rd’. Similarly, it can be Drive or Dr, and CA or California. Such variations slowly corrupt the sanity of the data and can make it unsuitable for reliable analysis & reporting.

The situation is made all the more worse if the data is aggregated from multiple data sources where each system follows its own conventions and processes. To make such data uniform and credible, periodic data cleansing becomes necessary. Only clean, sanitized data can provide you reliable inferences when analyzed.

Zoho Reports now supports a Find & Replace function which makes data
cleansing easy and which results in keeping your data clean.…


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Companies Don't Get Killed by Competition, They Commit Suicide

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One reaction to Microsoft’s announcement of Office 2010 which we find amusing (or whatever the term that is appropriate in discussing one’s own obituary) is “This spells the end of Zoho.” What most people fail to realize is that while the online Office suite is certainly an important part of Zoho, we have in fact a portfolio offering which now includes over 20 different business, collaboration and productivity applications.

But if there’s anything I’ve learned from my years in the tech world is that  companies don’t get killed by competition, they usually find creative ways to commit suicide. Office 2010 will be the end of Zoho, if we stop innovating, stop being nimble and flexible in our business model. Then again, if we stop all that, Zoho will die anyway, no Office 2010 needed to do the job.…


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KnowledgeTree Integrates Zoho

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KnowledgeTree, an ECM provider who focuses on document management
software is launching their SaaS offering today – KnowledgeTreeLive.
This is a hosted version of their open source online document
management system and it integrates Zoho for editing documents.



With this integration, KnowledgeTreeLive users will have options to create new documents and
view existing documents using the Zoho Editors. When a document is
created/edited with Zoho Apps, the documents are saved back to
KnowledgeTree servers as they maintain complete information about your
documents.






We have a unique set of APIs which let external
applications programatically open documents using Zoho Apps and save
them back to their own servers. Here, ‘Saving back to their own servers’ is an
important point as it enables some interesting integration scenarios as it fits into the workflow.…


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Integration between Zoho & External Apps: Part I

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As you may know, we have been focusing a lot on integration between Zoho applications. For a end user, it is important that Zoho
applications fit well into his workflow and integrate well with third party applications/services as well. Apart from integrating Zoho
applications, we have also integrated Zoho with many third-party
applications. Infact, we have too many such integrations. So I’ll split
this into multiple posts and expand on some of our integrations with non-zoho applications



Integration with Google/Yahoo



Let
us start with login. We don’t mandate you create an account with Zoho
to try our apps. If you are reading this, you probably have a Yahoo
or a Google account, right? So we figured, we’ll just let you login to Zoho with you existing accounts. This way, you don’t have an
additional username/password pair to remember.

…


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Office 2010 and Microsoft's Strategic Muddle

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Today, Microsoft finally unveiled (with a generous definition of “unveiled”) its Office 2010 product, along with the anticipated web ‘components’. What do we think? First, at Zoho, we have always considered Microsoft to be the one to beat. To paraphrase Gates himself, we have always viewed both Zoho and Google as stealing Microsoft’s customer base. After all, they own 90+% of the office market today, which is why we have always viewed the real competition (for both Zoho and Google) to be Microsoft. Let me make it clear that we do respect Microsoft, and we believe Office 2010 and its web components are going to be really, really good.

Having said that, what we see here is more evidence of Microsoft’s strategic muddle: how far do they want to go with their online offerings? They clearly recognize the risk – almost $16 billion in revenue (and almost the same in gross profit) is involved here, one of the largest franchises of software.…


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Create Zoho Creator Web Apps from Microsoft Access Database

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Microsoft Access is
basically a database application on the desktop. Where as, Zoho Creator is a
powerful, scalable, and secure cloud computing platform that lets you
build and run database applications online. Some of our users call it
as ‘Microsoft Access + Visual Basic for the web‘ (Sorry, PDF).
So, what happens when you migrate data from Microsoft Access to Zoho
Creator? Well, it can become a powerful web application. This is
basically what we are doing with our announcement today. We are excited
to announce the latest addition to our family of Microsoft plug-ins – Zoho Plug-in for Microsoft Access (EXE link).


Two weeks back, we integrated our collaborative productivity applications into Microsoft SharePoint. Last week, our project management application added the capability to import your existing projects from MS Project to Zoho Projects 2.0.…


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