Three Tips to Entice Collaboration in the Workplace

Posted on September 5, 2012 by David Spark

Collaboration is such an awesome idea in principle, but when it comes down to implementation it doesn’t always come out so rosy. The determining factor of any collaboration tool’s success is participation. So before you even think about what tool to use, how are you going to get people to participate?

At the Zoho user conference, Zoholics, in Burlingame, California, I caught up with Jacob Morgan, Principal and Co-Founder of Chess Media Group and author of the upcoming book “The Collaborative Organization.”

One of the chapters in Morgan’s upcoming book is about how you get people to adopt collaboration.

I asked Morgan to offer up three tips:

MUST have senior level support: It can’t just be the CEO saying, “Yeah, you should do this,” but rather he/she has to actively participate and encourage others to participate as well.

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The Facts about Social Business Adoption

Posted on September 4, 2012 by David Spark

While those people working with social are getting some value of it, most don’t know how to take social technologies and adopt processes to it, said Esteban Kolsky, analyst with thinkJar after his presentation at the CRM Evolution 2012 conference in New York City.

Kolsky’s analyst firm questioned over 300 people in a study about the adoption of social technologies in business.

Here are some of the key findings from the study:

Confusion of the value of social networks does not hinder adoption. In general, across all CRM services (e.g., marketing, sales, service) the social aspect still has lots of confusion.
Virtually everyone believes that social media will become a key communications activity with customers.
Social media is a new set of channels for the business to use, nothing more.
The volume of social media information to track and access is overwhelming.

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CRM 2.0 is for Sales Management

Posted on September 3, 2012 by David Spark

What is your sales staff doing to help sales management figure out which customers to go after, asked Jim Dickie, Managing Partner of CSO Insights in his presentation, “CRM 2.0 for Sales Management,” at the CRM Evolution 2012 conference in New York City.

To develop your business, you have to find great sales people specific to your business and second, find the right customers to help your business grow.

Sales DNA assessment

You want people that will not only be successful but will also want to stay for a long time. You can determine that by looking at these three criteria, advised Dickie:

Innate Talent: Are they strategic or tactical? Long term or short term?
Culture Fit: How do they fit within the culture of the organization?
Acquired Skills: Will they be happy here over time? Even if you bring on a great salesperson, but they’re not happy, that’s a bad hire.

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SimplyCast Integrates with Zoho CRM

Posted on August 31, 2012 by Sharanya R

This is a Guest Post by Michael Cusden, Marketing Manager at SimplyCast.

The entire team at SimplyCast is thrilled at the addition of Zoho CRM integration to our list manager. Since it is our goal to help our clients access important customer data no matter where it is stored, it only makes sense to include Zoho.

SimplyCast’s all-in-one marketing solution & Zoho CRM are used by businesses to manage customer information in order to create targeted online campaigns. SimplyCast is an web-based marketing platform that provides users with automation and the ability to engage with clients on the preferred mode of communication.

A key component of SimplyCast is its all-in-one model that lets users create professional email, survey, voice, event, fax, SMS, press release and Twitter campaigns from one account and send accordingly.…

Inserting and updating records on Zoho CRM automatically from Zoho Creator

Posted on August 31, 2012 by raagavan

Zoho Creator forms can be embedded on webpages for data collection. Upon submission, a copy of the data can be inserted into any module on Zoho CRM associated with the same account. This is done using the dedicated DELUGE Tasks for Zoho CRM. But what happens if the data already exists on Zoho CRM? Will it be duplicated? Will it be overwritten? Will it be merged?

Well. That which you want, happens.

Take this simple contact form that can be embedded on a website. Presume, for every new contact, you want an entry in Contacts module of Zoho CRM. But if the contact already exists, then you want to update the record. For every new entry, this form fetches records from Contacts Module in Zoho CRM, and checks if the email address already exists. If a match is found, then the other fields are updated. Else, it is added as a new contact on Zoho CRM.

You need to ensure that the field names specified in the script have to be the same as those on Zoho CRM Contacts module.…

The Future of Mobile CRM

Posted on August 30, 2012 by David Spark

Everyone agrees that a mobile CRM strategy is critical, yet so few are doing it. Instead of trying to find people who are using mobile CRM, I decided to ask people what they wanted out of mobile CRM. It was simply a free form discussion trying to understand what people’s ultimate desire was for mobile CRM from the perspective of employees using the tool in the field, and customers engaging with the company from their mobile device.

At the opening party at the CRM Evolution 2012 conference in New York City, I asked people, “What would you like mobile CRM to look like?” Here are their answers.

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Embarrassing Things Happen When You Don’t Use Zoho CRM With The Mail Add-On

Posted on August 29, 2012 by Rodrigo Vaca

I’m not going to preach about the benefits of Zoho CRM, or why you should use it with our Mail Add-on.

Instead, I’m just going to highlight what happens when you don’t.

Below is an email, a real email, I just sent to the VP of Sales or a company that was trying to sell us some service. Fine company, but they are not using Zoho CRM with the Mail Add-On.

This is not the first time, in the recent past I’ve had the same experience with other companies trying to sell me stuff. From now on, they’ll get similar emails. I just made this a template in Zoho Mail.

Rodrigo

ps. I changed the names to protect the innocent Everything else is verbatim.

——————-

============ Forwarded message ============
From : <my email>
To : <VP of Sales Email>
Date : Wed, 29 Aug 2012 14:56:37 -0500
Subject : Fwd: Re: New Partners
============ Forwarded message ============

<VP of Sales> -

Hello!…

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