Automate the job of your Helpdesk Coordinator – Setup Request Assignment Rules

Posted on by
0
The typical day of the Helpdesk Coordinator here at Zoho Support is pretty exciting… Receiving hundreds of requests everyday, it is he who manually assigns ownership to each one of them. Though this can be accomplished using Workflows, we realized it was not an obvious solution for our customers. Also, it is quite common for us to receive a request related to Zoho CRM in the Zoho Support department which often required a manual move.
We committed ourselves to find a solution for these productivity guzzlers and so is the release of a simple, yet powerful automation feature – Request Assignment Rules.

So what is Request Assignment rules and how can it replace your helpdesk coordinator?

Request assignment rules can be used to move a request to an appropriate department and further assign ownership to it in the new department.

…


Read More

Running Multiple Businesses on One CRM Platform

Posted on by
0

Young Eric Hans Shaefer organizes the bits of his very busy life and businesses all together on one single instance of Zoho CRM.

The Business

At 23, Eric Hans Shaefer has already become quite an impressive Renaissance man and entrepreneur. He runs a series of successful businesses including a luxury rental service in Hawaii, an online video prayer site, and a web development company. On top of all those entrepreneurial ventures, he is a Christian artist that has worked as a standup comedian, actor, and musician that tours across the U.S. and the world. He used to manage all his life and businesses with a multitude of tools and a very scattered brain. Now he just uses Zoho CRM.

The Challenge:

Shaefer started his luxury rental business with very little organization. While he scheduled lots of online advertising, he really didn’t have a system to manage the calls, the contact information, or payment processing.…


Read More

New in Zoho Sites: PayPal and Google Checkout Payment Buttons, and more.

Posted on by
2

This being the first feature update since the release of Zoho Sites, we tried to introduce something for everyone who wants to set up a free website. The most important feature is payment buttons from PayPal and Google to enable monetary transactions. Others include Duplicate pages, Sitemap and RSS feed.

Paypal and Google Checkout

Paypal and Google Checkout buttons are the first step of the e-commerce journey. Accepting payments and donations is now possible in Zoho Sites. Buttons are of three types – Add to Cart, Buy Now and Donate. We believe this will benefit all the non-profit organizations and websites specifically set up to receive donations for causes. Sellers can also find comfort in processing payments from within their website.

 

 

Duplicate Pages

If you have been using our free website builder you know now how easy it is to build a website.…


Read More

Zoho Books: Get Bank Feeds from Wells Fargo, Chase and many more

Posted on by
2

In March, we had announced the release of the Bank Feeds in Zoho Books. Last week, we added more than 2000 banks from which you can get feeds. Now, a lot more of you can automatically fetch your bank, credit card and PayPal transactions right into your Zoho Books account. It means that you have instant access to real-time update of your accounts and your days of manually feeding transactions into your accounting software are almost over.

Bank Feeds in Zoho Books

Bank Feeds were already available for banks such as Chase, Bank of America, Wachovia and many more. This update, includes banks which require a second level of security clearance, which is something more than your username and password. Security could be in the form of an answer to the question provided to the bank or a token sent to you, which you need to provide for further access to the data. Such banks are clubbed together as banks with MFA or Multi-Factor Authentication.…


Read More

Zoho CRM gets an iPad app

Posted on by
12

In our continuous efforts to making Zoho CRM available on all mobile platforms, we are excited to announce the immediate availability of our dedicated iPad app for Zoho CRM in the iTunes App store. The iPad app for CRM (a Universal app now for iOS supporting both iPhone and iPad form factors) is designed and tailored specific to iPad dimensions and dynamics blending power and ease of use together.

We have conceived the design for this app keeping simplicity of data access and data entry at the fore-front. We have used real-world objects like Wallet & Business Cards to represent contact information, which will help users relate to information and act upon them instantly. The iPad app comes readily optimized for the Resolutionary New iPad featuring the gorgeous Retina display with access to core set of features as detailed below.

The app helps you:

  • View, Add, Edit, Delete and Search for records in the following modules – Contacts, Accounts, Leads, Potentials, Tasks, Events, Calls and Cases
  • Access custom views that are defined in the online CRM system
  • Work offline even when there is not internet connectivity – Data entered offline will be auto-synchronized with the online CRM system when connection becomes available
  • Email, Call and Locate Address of Contacts on a Map
  • Make quick notes on the interactions you have with your Contacts as Call logs or as a text notes (Voice notes coming soon..)
  • and more…

Here is a brief walk through of the app

That’s not all..…


Read More

Zoho Outage on Monday, June 11th

Posted on by
1

On Monday June 11th all of our services experienced an outage that lasted slightly over half an hour. As of 2:13 pm Pacific all of our services are back up and running. If you are still having any issues, please hit refresh in your browser.

As always, you can get the latest status of our services, get help and contact us at twitter.com/zoho and at facebook.com/zoho.

We apologize for this outage. We know it’s Monday and you just want to get your week up and running. For the technically-inclined, we’ll follow-up soon with an update about the causes of this service interruption.

### 6/14 Update
After doing some digging around, and then some more digging, our operations team gave us an update about the service interruption. It was due to a flood of abnormal traffic directed at one of our services. As a (planned) reaction to this, our firewalls performed as expected and dropped this traffic from getting into our data center.…


Read More

Market Dojo found the smart way of managing customer details – Zoho CRM for Google Apps

Posted on by
0

Market Dojo is one of the pioneering e-Sourcing software providers. They are a UK based company and formed in August 2010. The founders have many years of experience in software, procurement and consultancy. They pondered over developing a SaaS product that would simplify buying and selling of goods and services, looking at a paradigm shift in the market, ultimately bringing sourcing software in house. And as a result Market Dojo was born. This software has the capability to help the procurement professionals run eRFQ’s, RFI’s, questionnaires and both Forward and Reverse auctions. The users can go out to the market, analyze conditions, collate prices and negotiate with the sellers. They also have new capabilities such as an innovation tool where you can asses supplier ideas outside of price.

Challenge:
Market Dojo is an organization with 3 employees all working virtually.…


Read More