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.

Are you on Facebook? Here is our facebook page: http://www.facebook.com/zohosheet. “Like” our facebook page to receive news and tips on Zoho Sheet.

Are you on twitter? Follow @zohosheet.

How To Clean Up Your Business – With Zoho

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Entrepreneur.com recently featured an article titled ‘How To Clean Up Your Business‘. The article talks about Spring Cleaning, a time to ‘get rid of the tasks, people and situations that drain time, money and energy from your Business’. Every Business encounters its share of such tasks, people and situations that it must successfully overcome in order to increase and optimize productivity.

I’d like to share some ‘Productivity Pitfalls’ quoted from the original articleAt Zoho, we offer several applications which can help eliminate 7 out of these 8 Pitfalls. These Zoho Apps can be used together, in conjunction with one another, to achieve the purpose of maximizing productivity while saving you time, money and energy.

Productivity Pitfall #1 Scattered day plans

 “Failure to plan their days is the No. 1 reason business owners waste time, energy and money, says New York City-based time-management expert Julie Morgenstern By not planning their days, they tend to become reactive and distracted, diminishing their productivity and the revenue they can generate.”

Our SolutionZoho Mail for Business comes with Calendar, Tasks and Notes apps integrated for improved productivity and efficiency. With Zoho Mail, Business-Owners can plan and organize their days better. The Calendar app within Zoho Mail helps easily schedule, manage and track important events and meetings from within the email interface. The Tasks app lets you assign, plan and track important tasks, ensuring that you never miss any task-related deadlines. The Notes app lets you add quick, color-coded notes to gather all useful information in one place, so you can later refer to it, edit or import it. Zoho Mail also supports multi-level folders that make it easier for Business-Owners to track, organize and prioritize incoming email thereby saving time and energy. Read the complete list of powerful features offered by Zoho Mail for Business.

Productivity Pitfall #2 DIY syndrome 

Morgenstern estimates that 75 to 80 percent of the small and midsize businesses she consults with waste employee salaries, including their own, by not focusing each person’s time on the optimal task for that person.”

Our SolutionZoho Creator helps many Business-Owners build custom apps for their Busi
ness requirements. Instead of hiring a developer who may or may not understand their exact requirements, Business-Owners can easily build their own custom app all by themselves, using the Zoho Creator platform. Building their own apps saves these Businesses considerable time and money that may have otherwise been wasted hiring unnecesary developer resources Also, using Zoho Creator ensures that there is no compromise on the quality of the applications built.

One such Zoho Creator customer, Wayne “Kila” Watts, Chief Pilot at  PilotSpeak.net reports:

“It was a godsend for the applications I needed for my website, saving me thousands of dollars to have someone else make the databases and design the pages.”

Read experiences of other Business-Owners who have saved time and money by building their own apps with Zoho Creator.

Productivity Pitfall #3 Disorganized direction  

To make the delegation process more effective and less time-consuming, Bakersfield, Calif.-based business growth consultant Russell S. Allred, co-author of Best Practices of High Performance Entrepreneurs, recommends creating task-related systems and processes. Write a list of steps for each task you perform regularly in your workplace and the best practices for completing those steps.

Our SolutionZoho Wiki helps create a secure, collaborative environment for Businesses to document and share such task-related systems and processes online over their Intranet. Wikis serve as a knowledge-base where employees can maintain and update information and steps related to these tasks.

Stu Press, CEO of Grand Assistance, is the owner of one such Business and has successfully achieved this purpose using Zoho Wiki. Here’s what he had to say about our Wiki solution:

“Zoho Wiki has been a valuable communication tool that we were able to integrate into our business. We have been able to eliminate printed procedure manuals and employee handbooks resulting in a more nimble and environmentally friendly process for keeping our all of organization’s people in alignment with our goals. We enjoy being able to quickly implement modifications and updates to our Wiki.”

Learn more about Zoho Wiki features that can help you create process-oriented knowledge-bases for your Business.

Productivity Pitfall #4Untamed distractions

“Many people have no idea how to manage the overwhelming amount of communication that comes their way on paper and electronically, says productivity consultant Kimberly Medlock, founder of Productive Matters in Olive Branch, Miss. To cut down on distractions and time-sucks, clean up your act, she says. Develop hard-copy and electronic filing systems to help locate important papers and information more quickly.”

Our SolutionZoho Docs can serve as the electronic filing system helping your Business store, manage and collaboratively work on documents online. Not only does Zoho Docs allow secure file sharing via an online workspace, it also includes an admin console so that user rights and access to files can easily be controlled. Read more about these features available on Zoho Docs.

Productivity Pitfall #5Leaky expenditures 

>By checking his monthly expenses closely, Eli Mechlovitz, co-founder of GlassTileStore.com, an online glass tile retailer, found a variety of unwanted subscriptions, warranty programs, fee-based website analytics programs, utility bill errors and other incorrect or unwanted charges. Eliminating these budgetary leaks has saved his Brooklyn, N.Y., company approximately $4,000 per month.  Every quarter, be sure to review where the money is going, he advises, and discontinue or fight unnecessary or incorrect charges.

Our SolutionZoho Books is a comprehensive accounting solution that helps Business-Owners manage their finances and stay on top of their Business. With Zoho Books, you can keep your Business expenses in check and manage the money flowing in and out of your Business. Learn more about how Zoho Books can help your business stay financially healthy.

Productivity Pitfall #6:  Collecting (all) customers

Maria Marsala, a business coach in Poulsbo, Wash., finds that many of her clients waste time and energy serving the wrong customers. She encourages them to define their “ideal” customer–the person or entity that will pay a fair price for their product or service, value their business, return and buy from them again and generate referrals. The greatest marketing investment and effort should be devoted to finding and courting those ideals, she says.

Our Solution: Zoho CRM can help your Business build, maintain and strengthen customer relationships. With Zoho CRM, you can organize your customer database so that you can identify and tag the right customers, prioritize and track business opportunities and plan focused marketing activity. Read about some of the Business-Owners who have benefited from adopting Zoho CRM for their Business.

Productivity Piftall #7: Energy-sucking employees

 When Mechlovitz has trouble with unproductive or negative employees, he tries to move them into positions that better suit their skills. But if an employee isn’t a good fit or is miserable, he says, you have to end the relationship–quickly. 

Productivity Pitfall #8: Persistent procrastination

 If you constantly avoid tasks or put off work until the last minute, you need to figure out why, Morgenstern says. Burnout could be from being overworked, but she often finds that procrastination is rooted in uncertainty or intimidation. If a project seems too big, procrastination can be a coping mechanism. She suggests breaking the task down into manageable steps you can do in shorter chunks of time.

Our Solution Zoho Projects is helping many Businesses effectively manage their Business Projects online. With features such as task-management, time-tracking, project calendar, chat and meetings, Zoho Projects can help you plan and optimize the time spent on tasks. 

Business-Owners can use Zoho Projects with their teams ensuring that team members collaboratively manage their tasks within optimal time. Tasks can be easily broken down into manageable chunks and completed over a defined, measurable period of time. Not only that, Business-Owners can also save and plan their own time that they would otherwise spend micro-managing different tasks across multiple projects within their Business. Read about some of these Businesses and how they have benefited from Zoho Projects.

So, that’s the complete list of Productivity Pitfalls and how they can be avoided by using the right Zoho Apps. Thanks to Gwen Moran of Entrepreneur.com for the original article that inspired this post. Besides this list, are there any other Productivity Pitfalls that affect your Business? Tell us about them, and we can help you figure out the best ways to tackle them.

If you liked this post, drop us a comment here or give us a shout on twitter. We’d love to hear from you!

Openbravo – Zoho Reports Integration

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Asier Zabaleta, a consultant at Openbravo (open source, agile ERP solution for SMBs) has developed a nice integration between Openbravo and Zoho Reports. Openbravo users can now easily have all their data imported into Zoho Reports, create charts, pivot tables, dashboards in Zoho Reports and make them as a part of their Openbravo ERP system. Read more about how to set up Zoho Reports as Openbravo’s reporting module.

If you are an Independent Software Vendor (ISV) like Openbravo, you too can take all the advantages offered by Zoho Reports and make it as the integrated reporting module of your product/service. We offer a white label solution that you can use for making your own private labeled (re-branded) reporting solution for your clients. Know more.

Become a part of the Zoho Reports community. Connect with us on Facebook, Twitter or LinkedIn.

95% customers recommend Zoho Creator – Survey Report

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A while ago, we conducted a survey of Zoho Creator users. Customer-profiling was the prime motive of this survey. We needed to know what type of clientele we have, what category of applications were built most and how pleasant an experience app-building has been to our users. We initially aimed this survey at premium users only. This profiling enabled us to focus more on aspects which needed immediate attention. The response was warm. So were the answers, and I thought I’d share the findings with you all.

  






Were they tech-savvy?



The
ability to add complex business rules to applications is what makes
Zoho Creator stand out from the mob of mere form builders. To testify
how easy it is to add intelligence to your apps, 61% of those who
responded have had no prior experience in any programming language
.


Who helped them?



Some had hired an IT professional to
help in building the apps. Few others had taken the help of our Zoho
Creator developers. But close to 90% had built their apps all by themselves.








Would they recommend Zoho Creator to others?


We believe that if you are happy with a deal, you would naturally
influence your community into getting the most out of it. In that
context, we had 95% of the respondents saying they would happily recommend Zoho Creator as
a solution to others with similar needs. As for the remaining 5%, we
understand that it is highly impossible to satisfy everyone :) 


The Bottom Line:

The
mission of Zoho Creator is to empower end-users in building custom
applications all by themselves. We gained some valuable insights from
this survey and our findings have been in line with our efforts and
expectations. The results look very promising and suggest that we are
moving in the right direction. We thank all the participants who took
the time to respond. Do take a look at the survey form which served our purpose.

We would also love
to hear what you think about Zoho Creator and how we can do better. If
you’d like to share your thoughts with us, you can connect with us on
facebook and twitter.

New in Zoho CRM: Zoho Support Integration, Campaign Members, and more…

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Marketing Automation, Customer Support and Project Management just got better with Zoho CRM! Our latest updates will tell you how.

Add Campaign Members to a Marketing Activity


Picture this: You have a variety of Marketing campaigns lined up for your existing leads – one is an Online Ad, the other is a webinar and the third is a direct mailer. You want to track the effectiveness of these campaigns – how many of these leads converted to sales, how many need
follow ups, how many … and all this inside your Zoho CRM account. With the functionality available in the Campaigns Module you’d think that this is not possible. Associating more than one Campaign to a Lead is not supported after all.

But wait! Our Campaigns module just became a little more accountable. How? You can now associate multiple campaigns to a Lead or a Contact. After this update, every Lead or
Contact that’s part of a Campaign becomes a Campaign Member and it is also easy to update the status of Campaign Members in one go. There’s more on this update here.

This is what Tim Bigoness, VP of Sales and Marketing, D-Tools had to say about the new capabilities of the Campaigns Module:

They have made some changes that make this much more useful in terms of
tracking marketing activity and associating leads and contacts to
marketing efforts.

The improvements made to this feature set are a big step forward towards
some integrated metrics that would make Zoho CRM an even more killer
app for us.

So, go ahead with your marketing campaigns and associate members to a campaign right inside your Zoho CRM account!

Track your Customer Support Tickets inside Zoho CRM

Wondering how Customer Support got better? Well,
Zoho Support, the
Online Help Desk Software
from Zoho is now integrated with Zoho CRM.

So, what does this mean for you?

In simple terms, Customer Service with Zoho CRM will become a lot more efficient with this contextual integration. You can view the thread of support tickets that a customer or prospect has sent to your Customer Support Center. And if you are a sales person, you’ll know the entire history of communication that the customer had with your company from a single page.

At Zoho, we are already using the Zoho CRM + Zoho Support integration. Peter Balaji, who heads our Sales and Support had this to say:

…Sales guys will now have upper hand and can see if there is a transaction going on with support/pre-sales, whether it is a right time to call the customer and pitch-in for sales, etc..and same applies for pre-sales guys…

So, you can look forward to better interactions, better customer support and manage your customers better with the Zoho CRM + Zoho Support integration!

Improved Zoho Projects Integration
It’s not just the Campaigns module; we have improved the working of Zoho Projects Integration with Zoho CRM. If your company has a separate Project Portal, you can associate that portal too. Learn more about the new functionality here.

Try all these features and let us know what you think. We’d love to hear your comments and suggestions.

Be a part of the Zoho CRM community. Connect with us on Facebook, Twitter or
LinkedIn
.