Customer Spotlight: How Incept 3D eliminated productivity killers using Zoho Books

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3D printing is a futuristic technology and is slowly marking its presence in every industry. But even for a such a modern service, the age old need to manage the business finances still remains. The same old debit and credit, generating invoices, getting paid, managing expenses and the like.

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Michael Armbruster started Incept 3D with a motive of delivering quick and accurate 3D printing services to industries. To quote Michael, “A difference of 30 minutes can determine whether or not something will make the deadline to ship that day. The speed at which we are able to execute our side of things at Incept 3D is compounded all the way down the line, and whether or not we are able to execute in that 30 minutes might change the course of our customer’s product development by months”.

Working on such tight schedules, they cannot waste time on creating quotes or invoices manually every time they do business with a customer. In short, managing finances the traditional way was slowing them down too much. That’s why they chose Zoho Books to eliminate tasks that were slowing them down and increase productivity.

Learn more about how Incept 3D delivers unmatched 3D printing services to its customers and how Zoho Books was a game changer for Incept 3D.

Zoho Creator : Say it with charts

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Today, the way people consume information has evolved – we look for information that conveys the whole idea in a single step. A study at the University of Minnesota, found that visual aids are 43 percent more effective in persuading your audience than text alone. While compiling large amounts of data in our business reports, there is often a need to answer several questions to arrive at meaningful decisions. Say for an instance, while creating sales reports, you often have to answer questions like – “What are the monthly sales of your stores in the north-east region?” or “What are the highest revenue generating products of your store?”. Pivot Tables and Pivot Charts can help you visualize data and make informed decisions.

Apart from making data collection downright simple, Zoho Creator can help you with your reporting and analytical needs. Pivot Tables from Zoho Creator can help you slice and dice your data in the following ways:

Break down your data
Let’s assume you own ‘Starmark Stationary Company’. You would want to keep a regular check on the products’  performance in the market and the sales  from each of the stores in the East, West and Central regions of the state. Pivot Table swings into action, doing hours worth of work in an instant.

Region-wide Sales Report

Design dynamic layouts
Once you have created your pivot table, you might want to improve the readability of the report and make it more attractive. With pivot tables you can easily move fields around to tell different stories about your data. The following are the different layouts that could be created based on the source data set.

Quarterly Sales report- Layout-1

Yearly Sales Report- Layout-2

Discover trends and patterns
To compare the quarterly sales data of all your stores, select ‘Quarter’ from the drop-down list using the ‘filter‘ option in your pivot table. Based on this report, you could infer that the ‘binder’ is the most fast-selling product across all regions. Using this trend, you could decide to stock more binders in your inventory.

Yearly Sales Report - trend

Visualize data in seconds
Now that you’ve summarized your data using pivot tables, you could use pivot charts to visualise data in a more comprehensive manner.

Regional Sales Report- Charts

Pivot tables come in handy when you are working with large data sets in your applications. So go ahead,and start saying it with charts! Tell us how you’ve used pivots to visualize your data better.

5 Pitfalls to Avoid During CRM Implementation

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pitfalls_crmlaura_blogC-levels and managers  are usually the first to understand the value that comes from having a unified customer view. They’ve developed ways to manage customer relationships by using Rolodexes, spreadsheets, or a pen and paper. But, it wasn’t until the late 1980’s when businesses started moving from a physical Rolodex to a more sophisticated “digital Rolodex.”

Enter CRM systems.

Using a Rolodex or a spreadsheet to manage customer relationships often lacked the strategy needed to build long-term relationships. When CRM systems were introduced, they provided businesses with a long-term strategy to proactively engage and manage customer relationships, close more deals and automate recurring tasks.  

One common misinterpretation of a CRM system implementation is that it’s seen as a one-time event and that upon purchasing the software license, all broken sales processes, lost leads and lack of follow through will be repaired. While a CRM system is designed to support your sales process, it will not, by itself, cause your business to grow. This is why you should treat your CRM implementation as a long-term, company-wide strategy and not as a one time event.

While C-levels and managers have the best intentions, CRM strategies often fail in the beginning of implementation. But why?

Here are 5 pitfalls you can avoid while developing your CRM strategy.   Read more

Zoho Survey – Multiple Feature Updates

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Eagle-eyed users of Zoho Survey would have noticed a few more options popping up over the past couple of weeks. Wondering whether you might have missed any? Here is the whole list:

Transfer your Survey

Have you ever been in a situation where you created the perfect survey, and your friend begged you for a copy? Or you simply wanted to move your survey from one account to another, without losing all the reports you have painstakingly gathered? It’s quite painful to type the whole thing out again.

The ‘Transfer Survey’ feature bypasses these issues. You can now send a ‘Copy’ of your survey (reports excluded) to any account. You could also ‘Move’ your survey (reports included) to another account. Read more

Introducing Zoho Forms: Forms for Mobile Teams

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Forms is all about entries, and entries mean data. Data that you have to study and act on, so why resort to stacking them in your basement — where they collect dust?

Wouldn’t it be easier to create, share and submit forms on mobile devices, and then have the data automatically synced to the cloud?

Introducing Zoho Forms: the smart solution to bulky paper forms. Take a peek at what you can do.

Zoho Forms combines data collection with two of today’s powerful technologies: cloud and mobile. The result is a mobile-friendly form builder with all the data secure on the cloud.

A simple builder and an intuitive interface simplify data collection. Your perfect form is just a drag and drop or a tap away. Distributing it is just as easy; share privately within your organization or as a public link.

It doesn’t stop there.

For additional authentication, add and enable approvers to accept or deny entries; edit, comment and collaborate on form entries. From anywhere you are, to anywhere your team is, assign tasks and receive instant notifications on mobile.

The analytics page graphically represents your form’s activities online. And in just a few clicks, you can create and share reports with your team.

As always, Zoho enables you to keep your work in one place and reach out for anything, anytime. Zoho Forms integrates with other Zoho services like, CRM, Support, Campaigns and Sheet. Third-party integrations include MailChimp and Google Docs. Powerful integrations, just a click away.

Zoho Forms is now available on the Google Apps Marketplace as well. Everything, on your favorite mobile, tablet or the web.

Does it sound like a deal? Try Zoho Forms for free and seamlessly interact with your mobile team.

Zoho Subscriptions is now connected to 400+ web apps using Zapier!

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Companies today use a multitude of web applications for various purposes.

While Zoho Subscriptions helps you to efficiently manage and track recurring billing, users might still want to integrate certain actions of Zoho Subscriptions with their in-house applications.

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For instance, once you enter the office, the first thing that you would do is check your e-mails and then have a look at your schedule for the day. If you are the head of an organization, you would take a look at the list of customers and decide if you have to add a customer to the campaigning list or wish to address them instantly through an SMS regarding a payment failure or success. Simultaneously, you might create a task for the sales person to track your subscribed customers in project management or create a ticket for a support person to track a payment failure in support management….

My God! This list never ends and your day is already over.

Just imagine if all this happens automatically, without developers, without a single line of code and with just a few mouse clicks. Yippeee! You can save a lot of time, right? Read more

What Uber’s New Mobile Game Gets Right About Recruiting

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Over the past five years, the popular (and recently notorious) ride-sharing app Uber has grown from an idea to a juggernaut valued at an estimated $50 billion with drivers in 300 cities across 57 countries.

And along with its somewhat polarizing public image of acting more like a frat house than a company, Uber has one universal dilemma: drivers don’t always know how to get where you want to go.

Last week, Uber took a step toward remedying this problem by launching a mobile iOS game called UberDRIVE. The purpose of the game is for players to navigate a real city map (currently San Francisco only) earning more points to unlock new cars and new parts of the city by taking more efficient routes.

Read more