How to send and receive mass mails using Zoho CRM

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How to send and receive mass mails using Zoho CRM?

Let me clear the air with some facts that one has to live with today while using Zoho CRM :-

  • One can send mass mails ONLY if one is a paid user with Zoho CRM.
  • One can send 250 mails/day ONLY using the mass mail feature in ONE day as of now (Think of mass mail as a 1-shot use tool to be used once a day. You can break the 250 into 100+100+50 or any other permutation that you want)
  • One can send unlimited number of mails if mails are being sent individually ie without using the mass-mail feature.

Okay, the air is cleared now. What next ?

Zoho CRM cannot receive emails as of now. So how to address this problem? Hmmm.

There is a work-around for this!

  1. Assume that you have logged in as and using mass-mail feature have sent 200 emails. Please note, the from address will be set as Configure your Outlook Mail Client to receive the responses to those 200 emails sent with the from as id .
  2. Now login to Zoho CRM Server. Download the Outlook Plugin from Setup –> Personal Settings –> Outlook Edition.
  3. Go to Setup –> Subscription Manager –> Users Activation and enable the Plugin for the account
  4. Next install the Outlook Plugin into your Outlook Mail Client.   Now you are set to work with the Outlook Plugin!
  5. Go to the Outlook Mail Client and invoke the Plugin and login with id. Now you can synchronize the Tasks, Events and Emails from Outlook to Zoho CRM and vice-versa.

Note:- It is preferable to sync mails 1-by-1 since you may experience performance problems otherwise.

More info available at

Zoho Blogs & Forums in maintenance mode

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This blog and all of Zoho services’ forums are being migrated to a newer infrastructure over the next 2 days. And so, the connection to blogs/forums is going to be patchy during the weekend. We regret the inconvenience this may cause.

Subscribing to the forums, blog feed should make things a little better.

UPDATE : ToonDoo, our frivolous little sister, will be down during this time too.

Sorting Option in Zoho Notebook

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notebooksorting.pngOne of the most requested feature in Zoho Notebook is the ability to sort your notebooks. We now added this functionality in our recent update. You can now sort your books alphabetically, modified date and created date.

Also, Zoho Notebook Helper extension is now approved by Mozilla and is available directly here on Mozilla add-ons site. All future updates to the extension will be available on Mozilla site.

Zoho Wiki : Page Level Permissions, Navigation Tree, Japanese/Chinese UI & more

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Some much asked for functionalities are part of the latest Zoho Wiki update.

Previously, you could only share the whole of a Wiki to a set of people. More flexibility’s been brought in by making the permission setting at the page level. You can now set Read or Write permissions for each page in a Wiki (and this overrides the Wiki level setting). Suppose you have a Group Wiki which is accessible to only a set of people and not to the general public, you can make a particular page in that Wiki to be accessible by all. You can also set permissions for posting of comments as well.

Page names can now be changed (only page titles could be changed before). And the pages listed in the side panel can now be expanded/collapsed.

Japanese & Chinese UI options got added in addition to English. By default, the UI is auto-set to that of the browser and it can be changed under ‘Settings’. More language UIs to be added in the upcoming updates.

Words in CamelCase and HTTP URLs were auto-linked by default. On popular request from many our users, this has now been made an option. You can choose whether you want the CamelCase words & http:// links to be linked or not.

The Wiki Administrator/Owner can now choose to receive mails once a page gets edited or commented upon. Feedback mails can now easily be sent to the Wiki owner. To control spam, the feedback mail form is captcha protected.

Try the latest Zoho Wiki and we would be glad hearing your feedback!


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iZoho – Zoho for iPhone – is now listed under Productivity Applications section on Apple’s iPhone website.

Yes, its time to add more applications to the list and enhance the existing functionality. We will take this up soon.

Can you please let us know if you are looking for any specific enhancements for our iPhone app?

CRM getting more credible now

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Paul Greenberg mentions that CRM is getting more credibility now and the credibility has come over a period of time. Companies like Cisco (non-traditional vendors – the not-necessarily-CRM vendors or not-really-social media vendors) are jumping into the pool as they find that they need to tap into the unstructured conversations happening and mine that for information thereby helping them provide better services/products. This is good news for all around.

Paul also says the following :-

“… mega-giant companies like Oracle and SAP are integrating those tools because they see it makes good business sense. I’m excited that NetSuite went public and was successful as was salesforce when it went public a couple of years ago as was RightNow when it went public in 2006. Meaning that not only has the on demand market arrived but it has its own suburbs. There is a real place for software as a service or even simpler for data and applications being hosted on someone elses servers that is being provided for an affordable price. Its the real deal fo’ shoh, Jack.”

You will find the full post here :-

Integration with social tools is something that is going to happen across the board. The line between CRM and the social networks are getting more and more fuzzier. CRM is gerrymandering into the social networks now on the pretext of mining the data to get a more wholesome customer experience for the company (primarily) and the customer next.

What do you think about these changes?

What does SaaS mean?

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SaaS:  Software as a Service

It means, to put it very simply, software available for use online. There is no need to download it. Just signup on the internet and use it. It is similar to using yahoo/gmail; both are email programs running online and one just has to signup to them and start sending/receiving emails. You do not download gmail/yahoo to your system  do you?

Now, why this whole noise about SaaS?

Earlier on, software used to be of the downloadable kind. Big bulky softwares that used to burn holes in your pocket since one had to regularly upgrade their Hard Disk size. And, how can one forget the bandwidth issues – to download a 6MB software, it used to take ages, the dial-up connection used to click only when it wanted to or God wanted to.  Now, there is no need to do any of these acts.Things have improved on the bandwidth front, the speeds are faster, one is able to download software a lot faster but also at the same time, one does not want to maintain software on their own. So the shift is towards (re)using software that is already available and hosted somewhere.  Now, hold on, Saas did not come up just yet.

Once people wanted to (re)use software developed by others, there came the time for the ASP or the Application Service Providers. These were something similar to middlemen in the sense that A would develop the software, B will host it for a set of users ie he will provide the infrastructure where he can install A and start it.  B is now called as an Application Service Provider since he is providing access/Service to an Application. But hey, this sounds same as Saas, is n’t it?  Smart! Yes, it does but the key difference is that B will have multiple installations of A running to cater to a wider audience (perhaps, B will have 20 customers/logins in a single installation of A. So when 100 customers are needed to be served, B will have installed 5 installations of A each serving 20 customers).

In a typical Saas setting, there is ONLY one instance of service running and that ALONE caters to all the customers. This concept is called multi-tenant architecture as each tenant is a set of users who belong to a particular company/entity. The data for each tenant is secure from the other.  In the ASP model,  sure the data is secure from the other but you needed to have multiple installations too remember? So scaling up was a problem.  Saas was the evolved answer to the problem.

Hope that solves some queries at the least 😉

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