Go Global – Check out 2Checkout!

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We have now made it really easy for you to receive online payments from your customers – from even the ones who are not in the same geographical area. Zoho Books and Zoho Invoice recently integrated with 2Checkout Payment Gateway. Apart from supporting multiple currencies, it is also multi-lingual. Transacting in global currency and getting paid has never been this easy.

2Checkout offers up to 15 languages that your customer can choose from during the payment process, thus giving them a better online payment experience. And great experiences lead to happy customers which means prompt payments always.

It takes only a few simple steps to configure your 2Checkout account in Zoho Invoice and Zoho Books. All you need is the 2Checkout Account Number and the ‘Secret Word’ (word you see in the site management section under Accounts). To know exactly how to configure 2Checkout account, just follow the steps given in our documentation.

With Stripe and 2Checkout added this year, we now have SIX payment gateways that you can choose from to accept online payments from your customers.

Would you want to hear some more good news?

For those who are eager to sell international, quickly sign up for a free 2Checkout account and enter the promo code ‘ZOHO2CO’ for a waiver on your application service fee (a savings of $10.99).

Like it?! Give 2Checkout a try and tell us how it worked for you!

Zoho Reports: White Label Reporting Solutions for ISVs, OEMs & Others

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Are you are a software vendor into making inventory management software, a help desk ticketing tool, a mass mailing marketing software, or any such software product? Chances are you would be continuously building and enhancing the core functionalities of your product and not spending too much time on non-core features like having an online store to power your bank transactions, or providing powerful reporting & dashboard features for your customers. These are things that are best left to the experts in the respective fields.

Zoho Reports offers extensively customizable white label solutions. It can be a very good fit for independent software vendors (ISVs), original equipment manufacturers (OEMs) and anyone who is in need of a ready made reporting tool to be plugged in seamlessly to their product offering.

Benefits of Zoho Reports White Label

  • Fully featured reporting / BI tool
  • Fast implementation
  • Seamless integration within your product/service
  • Customizable logo, login page, URL (from your own website)
  • Single sign on (use your own authentication system)
  • In-built collaboration with fine-grained access control
  • Embedded reporting (ready made reports)
  • Self-service BI for your users

Zoho Reports offers two types of white label solutions – 1) White label with SSO (single sign-on) and 2) White label without SSO.

White Label with SSO
This option is meant for SaaS providers. You have an application offered as SaaS. And you want to offer a powerful reporting solution to go with the service. Users login to your service, and they click on a ‘Reports’ tab/link in your service. This will open a white labeled Zoho Reports screen seamlessly within your service itself, without requiring your users to login again separately into Zoho Reports.

White Label without SSO
This option can be used by everyone other than SaaS solution providers.

  • Installable software vendors (who would want an online reporting/dashboard service accessible from anywhere anytime)
  • Companies from all verticals/industries (hospitality, real estate, manufacturing, automotive etc) who are mailing Excel attachments as reports to their clients every month
  • Analysts having lots of data to be reported upon/analyzed

Your clients can build ad-hoc reports too, on top of what you offer by default. We have setup a demo of this second option at https://reports.finepick.com.

Similar to the page you see above, your white label solution can have a web page served from a URL of your website, like say https://reports.mywebsite.com. Once the user logs in, she will see a customized, white label version of Zoho Reports with your own logo and top-band, being served from your own website. Similar to the one below, with your website URL, your logo, your customized page.

If you are interested in a full-fledged, ready made white label reporting / BI solution, do get in touch with us.

5 Ways to Maintain Clean and Accurate Customer Information

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Has it ever happened, that you make a follow-up call, only to find out that another member of your team had already contacted the customer? That would be a little embarrassing but where was the confusion? After cross-checking you clearly noticed that there was no record of a call being made to the contact, but there sure was a duplicate contact, assigned to another sales rep!

Inaccurate or incomplete CRM data often hamper sales and marketing performance. Many of your contacts would have changed their phone number, email address or even their company, leading to an accumulation of redundant and incomplete data in your CRM. So how are you going to maintain clean CRM data? Help yourself with these 5 tips to not only get your CRM system under control but also to save time and headache down the road.

#1 Maintain Complete Data
Ask yourself one question: How complete are my records? Believe it or not, incomplete information is not a good sign for data quality. The CRM account requires you to fill in numerous fields that are mandatory. It’s time-consuming! And as a sales rep, that becomes a reason for you to neglect proper data entry. The best way to deal with this is to set important fields as mandatory: like name, email address, phone numbers, and address. So, determine the fields that are most important for complete information and encourage users to fill in those important details.

#2 Avoid Entry of Duplicate Leads & Contacts
Since email address is unique for each individual, one simple trick to prevent duplicate records is by comparing the email address of the contacts. While adding a lead/contact in Zoho CRM, you now have an option to check whether the newly added record already exists in your CRM account. Now this will definitely save the effort of going through the records for duplicates

#3 Existing Duplicate Records? Merge Them
Preventing duplicates work great when adding new contacts manually, collecting leads/contacts using web forms, importing, etc. But what about eliminating duplicates from your existing data? By now, you will surely agree with me when I say that duplicate records are not necessarily identical. Let’s say, two contacts have the same last name, email address or company name but one record has a phone number or address that is not found in the other. This is sometimes frustrating as some of the crucial information that you are looking for is scattered in both the records. In that case, instead of blindly deleting one record and potentially losing important data, you can merge the information into one contact.

#4 Maintain a Style Sheet
While automation does most of the work, human efforts are essential for data quality. One way to make data entry easy and maintain consistency, is by introducing naming conventions. Sometimes you see the same country name in different formats. For example, USA, US, United States of America. You can avoid this by creating a list of abbreviations and standard data entry formats for data items like postal addresses, company names, designations, etc. Having a standardized format for all the data helps you generate accurate reports and filter records based on the exact criteria. Pre-defined drop-down values also helps a lot in eliminating a small part of the problem.

#5 Use Roles for Security
With data pouring in from several sources and multiple users accessing it, maintaining a clean CRM database is not that easy. One best practice is to restrict access to data in your CRM account. Define Roles that will help you control the access rights of users while working with CRM data. That way, users will modify only those records that are relevant to them.

We all realize how important it is to add clean data in the CRM system… and not just that, to avidly maintain it too! Maintaining data quality is not a one-time event. If not taken care from the beginning, you may end up having a tedious task ahead.

These are my top 5 tips, do share your techniques to maintain a clean CRM.

Get through your email faster

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Email has been revolutionary in the world of business communication. Finding the most productive way to make your way through the overflowing inbox is an important task for any recruiter. The mail add-on in Zoho Recruit helps you to seamlessly track all the email communications within Zoho Recruit.
Still, with such a vast pool of talented prospects pouring-in emails to Zoho Recruit, you will only find yourself hoping to find the needle in the haystack!
What if we give you a magnet? Yes! We mean it!
mail-magnet
Introducing the new MailMagnet feature from Zoho Recruit, that finds email messages addressed only to you, from candidates and contacts and sorts them for you. Thus enabling you to pay attention to those messages that you really care about first. We have made your work easier and faster, and a cute little ‘envelope’ will now tell you the number of emails you have received. You now will never have to worry about missing an email from your candidates and contacts that require immediate attention. You can also view the attachments and instantly respond to the email from the notification page.
Check out the new MailMagnet feature and let us know what you think.
Happy Recruiting!

Poll: What kind of interactions do you prefer in a ticket?

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What happens after a customer raises a support ticket asking for some help?

You wade through the ticket to find out what information is available. Once you ingest that, you try to find the simplest possible solution for the customer. But, a little later, you realize there’s not enough information for you to suggest anything yet.

The Zoho Support Poll

So, you write back to the customer asking for some information. This is often a cycle and it happens once or twice again before you find a solution. Sometimes, it takes longer because the most common solutions don’t work. Sometimes it’s over in the first couple of interactions and everyone’s happy.

But, then, how many interactions is the most optimal number? When does it start becoming uncomfortable for the customer? How much information can the customer absorb from a single interaction? These questions only become more relevant as you scale up your business.

The question on our poll, this week, is about interactions with customers while handling a ticket. What you’ll read below is a brief look at the various ways of looking at this seemingly paradoxical situation.

Giving vs Asking

You have a few common solutions in your mind for the customer. You can put them all in a single interaction. One of them will work and job is done. You’ll save the day faster than your peers. But, what’s the use in giving so much information if the customer can’t ingest as much?

So, what CAN you do? You can always write to the customer asking for more information. That’ll help you narrow down your suggestions. If you ask too much information, one at a time, it will lead to dissatisfaction.

Resolution Time vs Response Time

Customers come to you asking for your help. You owe that to them as well. By getting as much information as possible, you can suggest the best possible solution every time. You’ll resolve every issue that’s within your control. What can be more important than that, right? Ummm… there’s something called Resolution Time. If you have many interactions in a ticket, your resolution time soars. But, it’s not supposed to. And, that’s the tricky part.

There’s also something called Response Time. When you try to squeeze in a few common solutions into a single interaction, you think that one of them will work. Surprise! Surprise! None of them work, because you didn’t receive one little detail. That’s unfortunate, because your response time just shot up.

Manager vs Agent

This is essentially a matter of the big picture versus the small picture. At the level of an agent, each ticket is an experience. It’s a chance to create customer happiness. It’s a path to win the customer’s respect. Naturally, an agent is likely to spend time non-uniformly across interactions in a ticket.

A manager looks at the big picture. Most of the information ingested at the managerial level is aggregate. So, in a sense, even the extra time spent by an agent on a few tickets looks more prominent to the manager.

A manager and an agent are two people who see the same customer support operation in different ways. That’s exactly why we’re asking this week’s question to both managers and agents.

We’re really curious to see what you think about this topic. Tell us in the comments section below.

Happy Polling and have a great week ahead!

All in a day’s work..

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Business Man

Recently, I came across a wonderful article shared by a friend on 6 personality and work environment types. The work environments recommended according to personality types made a lot of sense.. I found myself mentally screening myself and other friends, if we were in the right jobs.. Most of us, thankfully, are.

What also set me thinking was, is it possible for one person to assimilate in himself all the personality types and thus be suitable for any work environment?

The answer stared at me like a writing on the wall. YES. If we consider each personality type to be a hat, wearing a different hat at different times is what we all do. Only we don’t do it consciously. And more importantly we are not forced to do it. But what about those who do it consciously and with elan? Who you ask.

Read more

Results: Insights about customer support channels

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About a fortnight ago, on our poll, we asked you all a question on support channels used by your customers. Before we get to the results, let’s also see a few myths.

Myth 1: Email is so passe. It’s a thing of the 90s. Customers don’t use it much.
Reality: About 88% of respondents in our poll said that email was a channel that their customers used to reach them.

Myth 2: Social Media is the place for customer support. It has become mainstream channel.
Reality: Although social media is very very important, it’s not the mainstream channel for customer support yet.

Myth 3: The fewer channels, the more efficiently the helpdesk performance.
Reality: By automating a few tasks and setting up some notifications, you can have as many channels as you want and still operate very efficiently.

There are two key insights from the poll results. The first one is about number of channels.

number of customer support channels served

About 73% of respondents said customers use more than one channel to reach them. Around 46% of respondents said customers use three or more channels to reach them. This goes on to show how helpdesk software can make it really easy to handle so many channels efficiently. If they had to handle each of these channels using different software, it would’ve taken a miracle to make things happen so well everyday! So, if you’re a business handling just one or two channels, this would be a good time to try Zoho Support! ;-)

The second key insight from this poll is about which channels enjoy widespread adoption.

customer support channels by adoption

Contrary to popular perception, email is still the most widely used customer support channel. And, it’s definitely here to stay. About 88% of respondents chose email as one channel, in their response. ‘Phone’ came second, with about 70% of respondents to its support.

Web forms and customer self-service portal come (a really close!) third and fourth respectively. Over 35% of respondents chose web forms while about 34% of respondents chose self-service portal. Most businesses use these two channels quite interchangeably.

Live chat was chosen by over 24% of respondents, while social media was chosen as a channel by about 20% of respondents.

If you’re thinking about taking up some new support channels, you might want to check out this post from our blog.

We’ll return next week with another interesting question. Have a great weekend!