Zoho Creator has helped you grasp information quickly with reports in the form of graphs and charts. Achieving this with data in tabular format is more challenging. Our new feature Conditional Formatting makes it possible.
With conditional formatting you can now color code your data in both list and spreadsheet view based on any criteria. The ability to automatically have certain data highlighted allows you to quickly and easily spot trends, outliers, or bring information to your attention. Read more
In the previous post we spoke about Sales Pipeline Optimization through Stage History Analysis. In this post, we speak about sales team analytics. A natural question arises. Why is it so important?
The contribution of the sales team to a company’s development is invaluable. If there are inadequate efforts from the sales team, it will naturally mirror in the performance of the company. By continuously tracking the performance of the sales team, we can orient its efforts towards more productive ventures. Here are some of those possible analyses you can do on your sales data in Zoho CRM, with the help of Zoho Reports.
Good riddance 2014 and hello 2015.
A new year, new beginnings, an opportunity to reflect on the past year and set goals for the next one, and in the case of this year—the year horrible customer service finally dies.
I truly believe as customers the worst is behind us. We have survived the peak (or perhaps more fittingly the trough) of poor customer service, and we are winning the war.
“We had more Excel files than we knew what to do with.”
It was September 2014 and national head of auction operations G. Praveen Kumar knew that a change had to be made.
“It was simply becoming too complicated to manage a multitude of shared Excel files for all of our data. I knew we needed a secure, online solution to manage our deals and work flows, but quite honestly I wasn’t sure where to look, or which platform would be the best.
I knew we needed something, and I wanted it in place before the start of fiscal year 2015. I needed something online that we could learn very quickly, where we could store our data and share it across users. There was a real sense of urgency to get something in place.”
In early 2014, Forrester Research predicted that there would be an increased number of organizations who would adopt a more disciplined approach to customer experience transformation.
In December, Gartner released its 2015 predictions in CRM. One of the key findings is that the number of organizations that receive 100% CRM functionality from the cloud will increase and that the digital disruption will cause win or lose customers.
Don’t let your CRM initiatives become stagnant. Use it to bring life to your business. Help your sales and marketing teams be successful in 2015 with these New Year’s resolutions: Read more
Because you are a consummate overachiever and haven’t read enough year-in-review lists yet, I bring good tidings—and one more list—to you and yours on this final day of 2014.
These moments, though painful to relive, are important to remember so we can avoid repeating the same awful mistakes in 2015, or, for the sake of humanity, ever.
Initially I planned to rank a list of the 10 lowest lights, but compiling and comparing these sad moments was too sadistic a task for me. After all, it is the holiday season, and it simply wasn’t worth risking the sweet deliciousness of my grandmother’s homemade peanut brittle on a vomit-inducing session of sadness. As a result you will find, in no particular order, a smattering of suckitude from the past year in customer disservice.
Remember that nostalgic feeling which hits you when viewing old photo albums? Each picture transports you back in time, the feeling so overwhelming that you can’t resist smiling. And that’s exactly why we are here today. To put a smile on your face.
At this perfect time of the year, with a new year just around the corner, let’s open the Zoho Docs album and take a walk down memory lane. Flipping through the pages, let’s reminiscence and rejoice in the success that the year was – A flashback of all that happened in the Zoho Docs world.