Zoho Projects Advanced Analytics: Projected Revenue Report

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We announced Advanced Analytics for Zoho Projects around a month back, and it has been well received. Project managers now tap into their projects data and get good insights of what’s happening in their projects.

The Advanced Analytics package came with a wide range of ready made reports and dashboards. One such report is the Projected Revenue report. We will see how this useful report is derived. Read more

Tips for Interviewing Different Types of Candidates

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Photo courtesy of theCampusCareerCoach.com

Photo courtesy of theCampusCareerCoach.com

Back in August, we discussed different candidate types one might encounter during both the recruitment and interview process. Like I said then, there is no ideal candidate personality perfect for every position across the board. Each job requires someone different and each company should look for personality diversity in its employees.

A common misconception many small businesses or companies have is the desire to hire like-minded employees who act and perform similarly to the owner or other employees. However, CEO and founder of Steven Step Recruiting, Beth Gilfeather, warns against this saying, “while it might seem like a good thing…it can hamper growth.”

With that in mind, a recruiter and potential interviewer not only needs to be aware of different candidate types, but also techniques and strategies to use for these different types of people during the interview process.

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Just In: New DIY Web Forms, Round Robin Lead Assignment and Integration with Zoho Calendar

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Last month, we released features such as Territory Management, Custom Modules, Custom Functions, Social tab and Integration with Zoho Campaigns. Now, we’ve added the new Do-It-Yourself (DIY) web forms, Round Robin style assignment rule and the long awaited integration with Zoho Calendar to our new features list.

Here’s a summary of the features:

Create web forms without writing a single line of code

Web forms are a great way to get prospects into Zoho CRM. But, you don’t have to be an expert in programming to create web forms for your website.  With the new What-You-See-Is-What-You-Get (WYSIWYG) editor, you can create web forms in a minute! Just drag and drop the required fields in the form, set field alignment, mark fields as mandatory and much more. You also have options to upload fields and captcha to make your form spam-proof. Wrap it up by assigning lead ownership, enable notifications and approvals to ensure your Zoho CRM is clutter-free.

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It’s even easy to host the forms live using the ready-to-use code formats. You can also deploy these forms in sites you’ve built using Zoho Sites, WordPress, Facebook, Google Sites and Joomla. Now that’s so much easier than before, right?

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Announcing Two Factor Authentication for Better Security

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With over 8 Million users working online on our services, ensuring information security is an important priority for us. Your Zoho.com account is the entry point for a bunch of collaboration, productivity and business apps from Zoho that not only help run your business, but also hold your data. Obviously, you would want to keep that entry point safe.

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Keeping this in mind, we have added support for two step authentication to get into your Zoho account. In this age of phishing attacks and identity thefts, relying on login password alone does not guarantee security. No matter how strong or complex your primary password might be, your account stands the risk of a breach if your password happens to fall into the wrong hands.

Two Factor Authentication (TFA) provides an additional layer of security around your account. As it requires two successive factors – ‘something you know’ (your password) and ‘something you have access to’ (your mobile phone, for example), it helps greatly reduce account compromises due to phishing attacks and other online frauds.

Once TFA is enabled, you need to first login to your Zoho account with usual credentials. You will then receive a uniquely generated verification code to your phone either as a voice call or as an SMS text, which you should attend/enter to complete the login process. Alternatively, you can use the Google Authenticator app on your smart phones to generate the second factor code.

Immediately available 

TFA is immediately available to all the users of Zoho and setting it up is quite straightforward. Access https://accounts.zoho.com/ and navigate to ‘Two Factor Authentication’ section and then follow the instructions available to carry out the set up process. If your Zoho account is part of ‘Zoho Business Organization’, the TFA can  be enforced / controlled only by the organization administrator.

Optional, but highly recommended 

Two Factor Authentication is completely optional. But, from security standpoint it is highly recommended. Security benefits of TFA far outweigh the minor inconvenience of having to authenticate through two successive stages.

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Happy Small Business Saturday : Cheers to the Contest Winners and all the Inspiring Stories!

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2 weeks ago, we announced the #MyBizStory contest to celebrate small businesses and the stories behind them. We received hundreds of stories that amazed and inspired us, from a variety of businesses from all across the continent!

We felt like we were a part of these stories and meeting people behind-the-scenes of each business. We knew it would be tough to pick the best entries among so many great stories. So, we tried to judge stories on the basis of what they were about and how they were told. And of course, bonus points for stories with pictures!

First off, here are the 3 stories that won the iPad Air prizes (and the ones that didn’t, don’t worry, you still won a place in our hearts!)

Alexandria’s story touched our hearts. The story combined with the lovely painting, sends out a great message about compassion for life, art and humanity.

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Small Business and Thanksgiving: It’s time to be thankful for doing what you love!

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It’s Thanksgiving week, and you’re probably looking forward to spend the weekend feasting with family and friends!

But before we get to the weekend, let’s remember to spend some time saying ‘thank you’ to all those who’ve helped make your business what it is. If it wasn’t for them, we wouldn’t be so happy and successful doing what we love!

Say thanks to your team, all those people who work hard all year around to help you manage your business. You could hand out personalized thank-you notes to each team member appreciating his or her contribution to your business.  Read more

Bottom line is, I love the new UI and I don’t want to go back…

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With any software, even the smallest of changes can greatly improve the experience of users who have been using it regularly. And when there’s a whole bunch of such small, thoughtfully crafted changes packaged into a completely new interface, the result can be instant delight.

That’s exactly the kind of result we’d hoped to get, when we recently shared a sneak peek of our upcoming new UI for Zoho Invoice and Zoho Books. So, ever since the beta-release, we’ve been eagerly waiting to see reactions from customers who had early access to this new version. We had worked really hard on this new, re-imagined UI, and we wanted to see what difference it made to those for whom it mattered the most – our customers. This was quite a nail-biting period, especially for the teams who had worked for months to make the new UI a reality. They now waited patiently to see the results of their efforts.

Once the feedback started flowing in, we were really thrilled to see so much happy, positive receptivity for the new UI and the changes that came with it!

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