Introducing Business Card Scanner App for Zoho CRM

Posted on May 2, 2013 by Raju Vegesna

Entering data manually into any CRM app is not fun. Any solution that helps automate data entry is a win for CRM users. That is the idea behind our new mobile app for Zoho CRM – Card Scanner.

Card Scanner is an iPhone app that extracts contact information from business cards and saves it into Zoho CRM as Contacts or Leads. Take a photo of a business card and the app extracts information from it and automatically populates the information into the appropriate fields. You can save the extracted information as a CRM Contact or Lead if you are logged into your Zoho CRM account within the app. …

Utilizing Employee Referrals in Your Recruiting

Posted on May 1, 2013 by Austin Ries

I had a roommate in college who, like many students, put a lot of importance on his social life. He went to parties on the weekends — even the occasional weeknight — joined a number of organizations and went out of his way to meet as many people as possible during his four years of undergrad.

One day he was leaving for another meeting when I made a comment about how busy his schedule was. Just before walking out the door he turned around and said, “it’s not the grades you make, it’s the hands you shake.”

Despite sounding like an excuse to not take school work very seriously, the comment made a lot of sense; however, it wasn’t till after graduating that I fully realized the truthfulness of his statement. The most recent example was three and a half months ago when I was working on a freelance project from home and a chat window opened in the bottom right corner of my laptop screen with five words in it.…

View Customer Info from 3rd Party Apps with Custom Related Lists & Gallery Scripts

Posted on April 30, 2013 by Vaishnav

Recently, we introduced Custom Related Lists that gives you a holistic view of your customer’s information from Custom Apps and third-party applications right within your CRM system. Today, we’ll explain it more in detail.

Imagine this situation – Charles Stone heads the sales team for Zillum Corporation. Apart from assigning sales targets and forecasting he reviews sales expenses, travel plans and meetings with prospects. Since his sales reps travel extensively and the expenses can’t be reported on a daily basis, they enter the travel details and expenses using Zoho Creator’s Mobile App.

This data is in turn linked to each prospect and displayed contextually in the Contact details page in Zoho CRM. So, Charles no longer has to toggle between tabs or sign in to different applications. With all the information in one single place, Charles can analyze the return on investment for the deals won. Needless to say, there is also an overall increase in the entire team’s productivity and time is made use for more sales follow-ups.…

Customer Spotlight: After Long CRM Search, Stott Marketing Finds Success with Zoho CRM’s Ease of Use

Posted on April 29, 2013 by Arun

Six months ago Ed Stott, founder and CEO of Stott Marketing decided it was time to migrate his company from PCs over to Macintosh use. For the past four years, Stott Marketing has been steadily growing, and with this growth, Ed Stott found it necessary to make the change. However, he faced one major hurdle. Their current CRM software was not compatible with the Mac Operation System. Stott scrambled to find a replacement but was dissatisfied with the other options until he found Zoho CRM.

The Business

Stott Marketing Group is a marketing consultancy that specializes in working with small to medium size companies to help them gain visibility and clientele. As a small marketing consulting firm, Stott Marketing typically tries work with four to five clients at a time in order to deliver maximum attention to each client. As part of their efforts to deliver optimum quality marketing consulting to clients, Stott Marketing decided that the Macintosh platform better suited both their client’s needs as well as their own.…

Zoholics: Add to your Business Toolbox this May

Posted on April 26, 2013 by Darice

Want to know how to better manage your business? Whether you’re getting started with using Zoho or want more out of your Zoho apps, the second annual Zoho User Conference held on May 29th-31st in San Francisco has you covered with over 55 sessions.

In addition to providing general workshops, there will be tracks specifically designed for those who are already well-acquainted with Zoho products or want to explore other tools that can help make managing a business more efficient.

The conference will feature well–known speakers in the tech industry like Ray Wang, Brent Leary, Doug Sleeter, and also Robert Scoble, who will be hosting a fireside chat with Sridhar Vembu, CEO of Zoho.

To find out what you can learn from the conference, answer some of the questions in the graphic below or view the conference’s full agenda here. Don’t forget to download our updated Zoholics iPhone app that will give you details about the event on the go.…

Email With CRM inside; A Must Have For Sales People Who Live In Email

Posted on April 25, 2013 by Hari Murali

So you managed to set up this fantastic Customer Relationship Management (CRM) application, which is without a doubt helping your sales team close more deals faster. But then, it dawns on you that some of your sales people are still obsessed with using Email for exchanging messages.

The more you notice them spending time in keeping the two tools in sync, you get this nagging feeling that maybe your Email service and CRM should interact with each other?

Let’s face it. It is an irrefutable fact that we are all still obsessed with checking and responding through Email even amidst the burst of social media channels. You simply cannot write it off, particularly as a communication medium for business. Trying to treat CRM and Email as two exclusive tools, is probably not too prudent.

In our view, as a provider of online business apps that include an award winning CRM and ads-free business email service, the stance to take is not CRM or Email, it is CRM and Email, integrated with each other.…

McDonald’s customer service problem

Posted on April 24, 2013 by Austin Talbert

In a surprise to absolutely no one who has ever spent more than a minute inside one of their 34,000 restaurants, McDonald’s has begun admitting after a string of missed expectations that even in the world of fast food, being cheap and tasty isn’t actually everything—customer service matters.

Ronald, in the face of news that could make anyone Grimace, has finally learned what we—the customers—always knew: customer service, or the lack there-of in this case, makes up a huge part of the combo meal we are looking for in a place to eat (or from any business for that matter).

Earlier this month the Wall Street Journal reported on a webcast that Mickey-D’s executives had with franchise owners, in which the company said 1 in 5 customer complaints are related to “friendliness issues, ‘and it’s increasing.’” According to the presentation, the top complaint from customers: “rude or unprofessional employees.”

Executives admitted that “service is broken,” and cited that customers find their service chaotic.…

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