Who’s Benefitting from Integration and Mobile?

Posted on August 29, 2012 by David Spark

Companies that are more strategic in nature, meaning they look at how their actions affect the whole organization and how they can bring it together for a common good, are more likely to be integrating social at the application level. They’re bringing social into CRM, marketing automation, and customer service, said Brent Leary, Partner with CRM Essentials, in an interview at the CRM Evolution 2012 conference in New York City.

What’s more important is those that are integrating social into their applications are 2 to 3 times more likely to see benefit from social tools. That’s because a strategic organization is, by its nature, working more collaboratively, said Brent Leary, referencing a social business study he conducted in partnership with the SMB Group about companies’ integration of service applications and use of mobile technologies.…

Your Customers’ Dependence on Mobile Begs a Mobile CRM Strategy

Posted on August 28, 2012 by David Spark

A mobile CRM strategy is absolutely vital, said Paul Greenberg, Principal of The 56 Group and Chairman of the CRM Evolution 2012 conference where I spoke to him about the importance of developing a mobile CRM strategy.

Think of it this way, a significant percentage of the population, the ones with the most spending power, literally lives on their devices, said Greenberg. They can’t help themselves from looking at it. When Greenberg presents at conferences he makes a joke about our reliance and compulsion towards our phone. He asks how many people are going to make it through his entire presentation without looking down at their phone? While it’s a funny anecdote, it’s more importantly a powerful reality.

People that are critical to your business live a significant portion of their lives on their devices. For example, salespeople who use the company’s CRM application, your customers, and people who decide to make purchases on the spot.…

New in Zoho Reports – Combo and Smooth Line Charts

Posted on August 27, 2012 by Arvind

There are situations when you would want to plot two different metrics over time. Say how your sales have trended against your website traffic or, leads got. Until now, the options in Zoho Reports was to have a multi-bar or multi-line chart. Now, you get the best of both worlds with the Combo Chart (also known as Combination Chart or Bar-Line Overlay Chart). One of the metrics can be plotted as bar and the other can be plotted as line, as in the example below.

The other new chart type that’s been added is the Smooth Line Chart (also known as Spline Chart). This chart comes in handy when you want the data plotted to look continuous or when there is some data interpolation involved. Instead of the data points being connected by straight lines, a smoothened curve results.

What scenarios will you be using the above two chart types? Do leave your comments.…

The One Application That’s Open All Day

Posted on August 27, 2012 by David Spark

Brian Colon is a Zoho addict, or Zoholic as we like to say.

Colon is a Business Development Specialist for Seedco, a non-profit organization that does community development in NYC and across the U.S. We got a chance to speak with him at the Small Business Expo in New York.

Responsible for workforce development at Seedco, Colon wasn’t always a happy Zoho customer. He used to be stuck in the muck of Excel spreadsheets and Access databases to manage his contacts. When searching for CRM solutions he bumped into Zoho and has quickly become an avid fan.

Zoho is the only tab that’s always open on his desktop, said Colon. He’s constantly accessing it to enter information and to pull reports for supervisors and anyone else who needs stats.

For those who have yet to discover Zoho, Colon’s advice is to simply follow the process. The entire website is very simple to use.…

How a Film Festival Plans to Run Its Entire Operations on Zoho

Posted on August 25, 2012 by David Spark

Ever try to run a film festival? Me neither. But if you had to do it, would you try pulling it off without a CRM application? Probably not.

Well that’s what happened last year for the first ever Napa Valley Film Festival. The entire event was produced without CRM. The coordination was a process of looking up spreadsheets, Google Docs, and sharing documents via DropBox. It caused a lot of confusion and overworking that they want to avoid this year with a move of all operation management onto Zoho, said Carrie Markham and Ben Mahoney, the Administrative Director and Director of Operations, respectively, for the festival.

Customizing CRM for a festival

The Napa Valley Film Festival’s coordination effort is massive. Markham and Mahoney are looking to use Zoho Creator to build an application that integrates all the various elements and departments of the festival such as development, marketing, venues, wineries, operations, sponsors, volunteers, filmmakers, and film programming.…

At Zoho Creator, it is raining integrations

Posted on August 23, 2012 by raagavan

Many of our business apps become centers of gravity, with other apps revolving around them. And more importantly, complementing one another. It all happens with the integrations. This post sums up all DELUGE tasks that bring Zoho Creator closer to other services.

Zoho CRM:

Zoho CRM is the most popular of our services that we have integrated, and hence has the most tasks for itself. There are 7 tasks for adding, updating and fetching records from Zoho CRM.

GApps:

If you have installed Zoho Creator from the GApps Marketplace, there are two tasks solely for communicating between Zoho Creator and your Google account.

* Fetching List of Google Apps Users

* Creating an event, or multiple events on Google Calendar

Zoho Invoice:

Using DELUGE Tasks for Zoho Invoice, you can perform operations like creating new invoices, adding customers, adding expenses and fetching information of existing invoices, all from within Zoho Creator.…

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