Last month, we released features such as Territory Management, Custom Modules, Custom Functions, Social tab and Integration with Zoho Campaigns. Now, we’ve added the new Do-It-Yourself (DIY) web forms, Round Robin style assignment rule and the long awaited integration with Zoho Calendar to our new features list.
Here’s a summary of the features:
Create web forms without writing a single line of code
Web forms are a great way to get prospects into Zoho CRM. But, you don’t have to be an expert in programming to create web forms for your website. With the new What-You-See-Is-What-You-Get (WYSIWYG) editor, you can create web forms in a minute! Just drag and drop the required fields in the form, set field alignment, mark fields as mandatory and much more. You also have options to upload fields and captcha to make your form spam-proof. Wrap it up by assigning lead ownership, enable notifications and approvals to ensure your Zoho CRM is clutter-free.
It’s even easy to host the forms live using the ready-to-use code formats. You can also deploy these forms in sites you’ve built using Zoho Sites, WordPress, Facebook, Google Sites and Joomla. Now that’s so much easier than before, right?
With over 8 Million users working online on our services, ensuring information security is an important priority for us. Your Zoho.com account is the entry point for a bunch of collaboration, productivity and business apps from Zoho that not only help run your business, but also hold your data. Obviously, you would want to keep that entry point safe.
Keeping this in mind, we have added support for two step authentication to get into your Zoho account. In this age of phishing attacks and identity thefts, relying on login password alone does not guarantee security. No matter how strong or complex your primary password might be, your account stands the risk of a breach if your password happens to fall into the wrong hands.
Two Factor Authentication (TFA) provides an additional layer of security around your account. As it requires two successive factors – ‘something you know’ (your password) and ‘something you have access to’ (your mobile phone, for example), it helps greatly reduce account compromises due to phishing attacks and other online frauds.
Once TFA is enabled, you need to first login to your Zoho account with usual credentials. You will then receive a uniquely generated verification code to your phone either as a voice call or as an SMS text, which you should attend/enter to complete the login process. Alternatively, you can use the Google Authenticator app on your smart phones to generate the second factor code.
TFA is immediately available to all the users of Zoho and setting it up is quite straightforward. Access https://accounts.zoho.com/ and navigate to ‘Two Factor Authentication’ section and then follow the instructions available to carry out the set up process. If your Zoho account is part of ‘Zoho Business Organization’, the TFA can be enforced / controlled only by the organization administrator.
Optional, but highly recommended
Two Factor Authentication is completely optional. But, from security standpoint it is highly recommended. Security benefits of TFA far outweigh the minor inconvenience of having to authenticate through two successive stages.
2 weeks ago, we announced the #MyBizStory contest to celebrate small businesses and the stories behind them. We received hundreds of stories that amazed and inspired us, from a variety of businesses from all across the continent!
We felt like we were a part of these stories and meeting people behind-the-scenes of each business. We knew it would be tough to pick the best entries among so many great stories. So, we tried to judge stories on the basis of what they were about and how they were told. And of course, bonus points for stories with pictures!
First off, here are the 3 stories that won the iPad Air prizes (and the ones that didn’t, don’t worry, you still won a place in our hearts!)
Alexandria’s story touched our hearts. The story combined with the lovely painting, sends out a great message about compassion for life, art and humanity.
It’s Thanksgiving week, and you’re probably looking forward to spend the weekend feasting with family and friends!
But before we get to the weekend, let’s remember to spend some time saying ‘thank you’ to all those who’ve helped make your business what it is. If it wasn’t for them, we wouldn’t be so happy and successful doing what we love!
Say thanks to your team, all those people who work hard all year around to help you manage your business. You could hand out personalized thank-you notes to each team member appreciating his or her contribution to your business. Read more
With any software, even the smallest of changes can greatly improve the experience of users who have been using it regularly. And when there’s a whole bunch of such small, thoughtfully crafted changes packaged into a completely new interface, the result can be instant delight.
That’s exactly the kind of result we’d hoped to get, when we recently shared a sneak peek of our upcoming new UI for Zoho Invoice and Zoho Books. So, ever since the beta-release, we’ve been eagerly waiting to see reactions from customers who had early access to this new version. We had worked really hard on this new, re-imagined UI, and we wanted to see what difference it made to those for whom it mattered the most – our customers. This was quite a nail-biting period, especially for the teams who had worked for months to make the new UI a reality. They now waited patiently to see the results of their efforts.
Once the feedback started flowing in, we were really thrilled to see so much happy, positive receptivity for the new UI and the changes that came with it!
Dreamforce, which took place last week in San Francisco, was one of the biggest cloud computing events of the year. With over 130,000 registered customers, Dreamforce naturally attracts a lot of the people that we want to talk to.
There’s only a small, itsy bitsy problem… the event is produced by Salesforce.com, and as our competitor, they of course don’t want us to be anywhere close to their customers.
So how did we get around it? Well… Read more
Zoho has been one of the largest software providers in Google Apps Marketplace for quite sometime now. With our wide range of business apps, we cater to a wide range of business needs. Working closely with the Google team, we are happy to bring some of Zoho’s popular business apps – Zoho CRM, Zoho Projects, Zoho Invoice and Zoho Creator to the new Google Apps Marketplace experience.
So what’s interesting about the new Google Apps Marketplace experience? Well, to start with, there is a whole new user experience that makes it easier for Admins to discover and install applications. The New App launcher will be available in all Google services and will include the third party apps that have been installed for a Google Apps domain. Previously the apps were displayed as text links whereas the new App launcher is much more graphical. Read more