Your CRM Will Work for You if You Work for It

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“A CRM system is just a database,” said Gene Marks, author of “In God We Trust: Everyone Else Pays Cash” in his opening keynote presentation at Zoholics, the first ever U.S.-based Zoho user conference in Burlingame, California.

Marks kept harping that with all the technology advances there are in CRM, it all comes down to just being a database. How effective that CRM system works for you depends on how well you manage that database, said Marks. To breed a successful CRM system, you need to adhere to these five principles:

  1. Nothing should fall through the cracks: While you can have a million customized fields in any CRM database, what you really want it for is everything that requires follow up. If you keep good track on everything that’s pending and what desires your customers and potential customers have expressed, then you’ll always be on top of your audience and nothing will fall through the cracks.

    2. …


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Checking in – Zoho Invoice Android App V 1.6

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​zoho-invoice-android-dashboardZoho Invoice android app keeps getting better and better with every new update. Our android team here believes in developing the app on the latest platforms and delivering the best to our users. In this release, you are bound to notice the cleaner, crispier and sleek UI changes to the Zoho Invoice android app.

Apart from the UI changes, which is like a breath of fresh air, the most useful addition is the ‘clone feature‘ (you can say yayiii). If you want to duplicate an invoice or an estimate, all you need to do is tap the clone option. It’s painful to enter the same data over and over again when you are on the move. That’s why, now, you create the invoice for one and ‘clone’ the rest. You have been doing this on the web app. Now it’s available on your android app.

This update is bound to make your mobile invoicing easier in a beautiful way.…


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Zoho Sites; The Newest Website Builder At Google Apps Marketplace

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At Zoho, we strive for ideas to run a business with ease, and then transform those ideas into easy-to-use business applications. Realization of yet another such idea was a business website builder for everyone; Zoho Sites. It is also the newest website builder at Google Apps Marketplace. In addition to all its goodness, here’s what Zoho Sites has exclusively for GApps.

Zoho Sites lets you build your business website all by yourself. But if you still want assistance from your colleagues, you can share your webpages with them, let them modify and even publish the changes for you. When sharing your webpages for collaborative editing, Zoho Sites fetches your contacts and organization-members on GApps.


Installing Zoho Sites to your GApps account will list it on the universal navigation bar. As Zoho Sites supports single sign-in, you can create your business website without having to log-in separately.…


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The Most Critical Aspect of Your CRM is the Administrator

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When I interview Zoho customers I often hear two common stories of what life was like before Zoho:

  1. Data was spread out over multiple applications such as spreadsheets, documents, and industry-specific applications. Nothing was integrated and customer data was a constant hunt.
  2. Support from application vendors was very poor.

Once Tara Lynn Gray, President and CEO of Yadari Enterprises, switched to Zoho she said she’s “feeling the love.” Yadari Enterprises is an information technology shop that specializes in mobile device management. The two of us spoke at the Zoho user conference, Zoholics in Burlingame, California.

Since Yadari Enterprises moved to Zoho, Gray’s company now has complete flexibility to modify their views and forms, plus they can get a full view of the customer, track interactions, and get an overall pulse on the business.…


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Zoho Assist: Remote IT Support Made Simpler

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Steven Arant works in IT desktop support at Mecklenburg County office, North Carolina. His everyday job involves providing IT support to his fellow staff. Before discovering Zoho, he wasted a lot of time physically running around the office to address various support issues.

According to Steven, not using any kind of remote support application made his daily job very difficult. Not only were his time and energy wasted, but his fellow employees also had to wait for him to come and assist them. Steven was determined to change this into a more pleasant and less wasteful IT support experience.

​Well, this was history, as one day, one simple Google search for remote support services landed him on Zoho Assist. He found out that just by entering his fellow employee’s email address and inviting them for a remote support session was more than enough to get on to their computer screen.…


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Zoho Sites – Afterparty!

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Last week was definitely a milestone for us. It was when we expanded our portfolio with Zoho Sites, a do-it-yourself website builder. After a week of website building, many early adopters have graciously shared their opinions, and they are very warming indeed. Thanks to TechCrunch, CMSWire, The Hindu and many others who covered the launch.

We’ve put in quite some time and effort in simplifying website building for everyone, regardless of their technical expertise. We have already begun acting on the overwhelming feedback we are receiving, so we are sure it’s eventually getting better by the day.

Most of you who had published a website, had experimented with every feature. Thank you for trying Zoho Sites, and even more for sharing your site-building experience. You drive us.

Here are some websites we stumbled upon.

Following a successful launch, we are back to adding missing pieces to Zoho Sites.…


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The Technical and Human Hurdles of a New CRM Implementation

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It took Jamie Wilson, Coordinator of Global Operations for Clinical Data Interchange Standards Consortium (CDISC) six months to evaluate all the CRM systems the nonprofit was considering. He looked at Salesforce, Microsoft Dynamics, Siebel from Oracle, and Zoho. His top requirement was a CRM system that could offer tight integration between financials and billing.

Initially Wilson began advocating Microsoft Dynamics because it integrated with Sharepoint and Microsoft offered a decent nonprofit pricing scheme. But when Wilson made his final decision he advocated for Zoho because of its interoperability with other applications through its open API. CDISC uses so many different systems and Wilson discovered that a lot of them integrate with the Zoho API right out of the box.

Choosing a system that fit CDISC’s needs was Wilson’s first technical hurdle.…


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