Zoho Docs 2014: The Year-End Roundup

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Remember that nostalgic feeling which hits you when viewing old photo albums? Each picture transports you back in time, the feeling so overwhelming that you can’t resist smiling. And that’s exactly why we are here today. To put a smile on your face.

At this perfect time of the year, with a new year just around the corner, let’s open the Zoho Docs album and take a walk down memory lane. Flipping through the pages, let’s reminiscence and rejoice in the success that the year was – A flashback of all that happened in the Zoho Docs world.

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The Ultimate Applicant Tracking System Holiday Wishlist

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santa_ats4

Remember the days of writing a letter to Santa Claus? When you’d sit down with your computer or pen and paper and make a list of everything you wanted for Christmas.

Kids all over the world send letters to Santa ever year. In 2013, the Universal Postal Union expected to receive more than seven million letters from 192 countries addressed to Santa (or his cultural equivalents). That’s a lot of mail for one man.

As an adult the days of writing to Santa may be over, but that doesn’t mean you stop wishing. It just means those wish lists are more…practical.

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Have you found the right contact management tool yet?

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Can you use an ​axe to prune roses, or a hacksaw to chop veggies?
They may get the job done, but is either of them the right tool for the job?
A sales ​automation tool can manage your contacts, but is it the right tool for the job?
Isn’t it an overkill?

ContactManager_Finding the right tool

A​ ​contact management tool might be a better bet. Here’s why:

Across your business, you talk to customers,  vendors, partners, auditors, lawyers, consultants, etc. There are many contacts in your phone and mail account as well.
A contact management tool can keep contacts and conversations indexed at one place. If someone in your team needs this information, they can find all the info in one place and avoid the trouble of scanning through multiple sources.

Contact info and conversation history are only the beginning of all the relevant information that you will need. Important Info like products purchased,  customer transactions, team members, customer feedback, etc are tracked carefully. You can record, edit and maintain all this info seamlessly. In addition to pre-set and obvious info like phone, email, etc, the ability to add custom data would be a boon. For instance, lets say that you wish to have info on your contact’s pets. You can just create a new field and begin collecting info about it. If your client loves dogs and has one, it’ll be nice to ask how Fido is doing. Small things like these go a long way in building great business relationships.

unified-view-contact

What’s the use of having so much info if you can’t use it intelligently? You should be able to categorize and tag the info on specific criteria of your choice. A good contact management tool allows you to organize and label all the info as per the criteria of your choice. Despite having so many features, it goes without saying that an ideal contact management tool must be very simple and easy-to-use.

So if you are looking out for a contact management solution,​ why don’t you try Zoho ContactManager? It might just be the ​right tool for you.

Advanced Analytics Add-on for ManageEngine ServiceDesk Plus

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ManageEngine ServiceDesk Plus (SDP) is the widely popular help desk software loved by IT managers world wide. We are excited to announce the advanced analytics add-on for SDP, powered by Zoho Reports.

Why advanced analytics for SDP?
As IT managers and their teams fight IT fires every day, the effort required to analyze service desk data becomes an additional overhead for them. And IT technicians have to write complex scripts/queries to generate the right reports. Not anymore, because with this integration with Zoho Reports, SDP customers can create fine-grained reports with easy drag-and-drop actions, without writing database queries. The add-on also comes pre-packed with 80+ useful reports and dashboards.

Setting it up
The below slideshow provides step-by-step instructions of how to set up the advanced analytics add-on for SDP.

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Where do You Go from Here? Best Practices for Using a CRM System

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This is the last post in our series looking at the 5 Big Questions of CRM Systems.

 In case you missed the first four posts, make sure you check them out:

1. Who Should Use a CRM System?

2. What is a CRM? 

3. Why You Need a CRM System

4. When Should You Implement a CRM System? 

In this post, I want to give you some best practices for using CRM.

Crm System Read more

When Should You Implement CRM into Your Business?

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This is the fourth post in a five part series looking at the 5 Big Questions of CRM Systems.

If you missed the first three posts, you’ll want to check out Who should use a CRM, What is CRM and Why You should use CRM.

This post will discuss when you should implement CRM into your business.

CRM System

As a small business, you probably use an organizational process that has worked well up to this point. Maybe you’ve used Excel to keep track of new purchases and contact information, or maybe you use several different apps for your data.

Whatever your process has been, you’re looking for something more. (or you wouldn’t be reading this!) Read more