Bottom line is, I love the new UI and I don’t want to go back…

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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!

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Don’t Call It Guerrilla Marketing: How Zoho Helped Salesforce.com Customers At Dreamforce

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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.

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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 Apps now available in the new Google Apps Marketplace Experience

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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.

1So 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

Cloud Telephony and Mobile Apps for Zoho Support

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The holiday season is approaching. What can be more gratifying than creating happiness! That’s exactly what we have in mind for you as well.

It’s a great feeling to talk to customers and deliver amazing service. Phone is by far the most convenient way for customers to ask for and receive help. But, it’s usually a logistics nightmare to build and maintain scalable PBX infrastructure, especially if you’re a small business. We’ve been through it at Zoho and, ever since, we’ve wanted to drastically simplify it.

That’s exactly what we announced last week.  Read more

The Importance of Shopping Locally and Supporting Small Businesses

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BlueThere is something unique about growing up in a small town that gravitates you toward shopping locally. Whether it’s pride, duty or genuine support of a friend or family member, knowing your dollar has gone to not only a community member, but a business owner you trust makes every purchase that much more special.

You want to walk through those doors. You want to shop there first. You want to brag to others that your town has the best burger joint or music store.

I’ve supported local businesses my entire life. Whether it was eating the best pizza in the world at Pizza Place on Main Street, going to my local sports card and memorabilia shop, Dakota Dick’s, Saturday mornings or buying my first guitar at Craig’s Music, small businesses were my go-to spots in my hometown of Weatheford, Texas.

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Just In: Email Filtered Reports, Plot Moving Average and more

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Zoho Reports has added a lot of cool features recently. Let’s see some of the major features that have come in.

Scheduled Emailing of Reports with Filter Criteria 
You’ve created a set of monthly sales reports. Only that you’d want to filter the region, so as the regional heads see the sales data of their own regions alone. We’ve seen how this can be done in Zoho Reports, without duplicating the same set of reports for each regional head. Now, let’s say you want the same reports to be mailed periodically to the intended recipients. This is possible now. All you’ve to do is,

  • Open one of the reports to be mailed
  • Click ‘Export’ -> ‘Email Multiple Views’ -> ‘As PDF’ Read more

Announcing Big Features for Bigger Businesses in Zoho CRM and Zoho Support

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Today we are unveiling the biggest update of the year for our Zoho CRM and Zoho Support products. For the past several months, we have been focused on enhancing our product capabilities so we can address the needs of bigger organizations better. We are already known in the industry for serving our SMB customers well. But we’re not going to stop there.

First off, the Zoho CRM improvements we are announcing today include exciting updates like territory management, custom modules, deeper social integration, custom functions and enhanced integration with Zoho Campaigns.

Supporting bigger sales organizations with Territory Management

Bigger companies have complex organizational structures. The most common example is companies with sales teams aligned along both geographical limits and another variable, like company size or product line.

The new Territory Management functionality helps companies better mirror their complex organizational structure in Zoho CRM. More importantly, it is done securely – so only the right people have access to sensitive company information. The sales team for the Northeastern region can see all deals happening in their territory, regardless of product, but they can’t see what’s going on in the Central region. Likewise, the General Manager for the Widgets division can set sales targets and see deals for her products across all geographical territories, but she can’t see what’s going on with the Gadgets product line. Of course, the VP Sales and CEO can monitor the sales forecasts for both products and for all regions with just a few clicks.

Territories is a term we use loosely – while it is typically used in a geographical sense, you can configure territories in Zoho CRM to map to any particular segmentation your sales team might be based on, like Commercial vs Federal Government vs Local Government; Military vs Education; Named Accounts vs Mid Market vs SMB.  Read more