Reach out to customers on birthdays and holidays with Coconect and Zoho CRM

Posted on by
3

This is a Guest Post by Melinda Yeoh, CEO of Coconect.com. 

We understand that it’s tedious to remember and send birthday greetings to customers. Also, when you are busy, it’s easy to lose track of the time where you didn’t keep in touch with your contacts – An easy mistake for most business owners & sales professionals.

Coconect now integrates with Zoho CRM so that you will never miss sending birthday greetings to your customers. Plus, you’ll have a systematic way to schedule in bulk and send messages, the whole year through. You also do not have to set reminders and tasks for each contact one by one, hooray! All you have to do is to link your Zoho CRM contacts, and your e-card or text messages will be sent to your contacts for the whole year.

Why are we doing this? We believe that every great business is built on relationships. And two things are needed to build a relationship – time and effort.…


Read More

Get more info about customers in a single click!

Posted on by
10

How would it be if you could navigate to a customer’s Twitter profile in a single click from your CRM account?

Or, how about Facebook profiles?

How much easier could selling get?

As a Zoho CRM User, you can now create custom links that help you use your customer data in an efficient manner. You might depend on other online Apps for information – like Zoho Support for tracking your Customer Support Requests. By defining custom links, you can navigate to the required service directly from your CRM account.

How’s this making selling easy? Well, take this case. Before talking to a prospect, it’s obvious that you’ll do your homework. You’ll gather information about the prospect from several sources – Social Media being the primary source. By taking the ‘Twitter’ field as the reference, you can create a custom link for the Contacts module.…


Read More

PayPal Payflow Pro : New addition in the gateway list

Posted on by
2

Zoho Invoice and Zoho Books now support PayPal Payflow Pro payment gateway. You can configure Payflow Pro as your online payment option and have your customers make online payment on the same page without being redirected to any other site.

​​​​If you are from US, CPayflow Proanada, New Zealand or Australia and your company processes large number of transactions on a daily basis, then Payflow Pro is a good choice for you. Your customers will love you too as they don’t have to wait in the long queue to make their payment.

​​Payflow Pro requires you to have an Internet Merchant Account, essentially an account that handles the funds received via credit card payment from your customer. The real beauty with Payflow Pro is the extensive reporting it offers. It lets you know the payment status and their customer support is always available to troubleshoot any questions you have for them.…


Read More

Zoho Recruit: Candidate and Client Contact Sync

Posted on by
1

In Recruitment industry , there are many opportunities – where clients become candidates and vice versa. Having candidate and client details in two different modules disconnects the continuous tracking.

The new Candidate and Client Contact sync in Zoho Recruit helps you track the entire activities of a candidate, who is also a client contact and vice versa. It also helps to avoid retype/manual work copying and pasting all the info.

Another interesting note about this feature is its Merged View option, which gives you a quick glance of both candidate and client contact details in a single screen.

We hope this new feature makes your recruitment more easier – we hope you like it!

Stay tuned!…


Read More

The Key to a Successful CRM Implementation is Simplicity

Posted on by
0

Even if you have a history of running businesses and working with CRM, it doesn’t necessarily lend itself to an easy initial CRM implementation. After a lot of trial and error Kenneth Hart of Thirsty Swagman found a CRM implementation that worked best for his small business.

Business

Kenneth Hart is the founder of Thirsty Swagman a premier travel destination service that offers international tours of the world’s best pubs and other hot nightlife spots. No boring backpacking and sightseeing on Thirsty Swagman, said Hart. You only do the good bits, such as pubs, bars, city nightlife, and festivals.

Situation

When Hart started Thirsty Swagman back in 2008 he just had a simple website with a web form. People filled out the form, they received the information via email, and then Hart or one of his employees copied and pasted the information into an Excel spreadsheet.…


Read More

The New JOBS Act and Crowdfunding Opportunities for Entrepreneurs

Posted on by
0

If you own a private company, chances are you have considered going public or plan on doing so after you have accrued enough resources. And if this is your vision for your small or medium-sized business, a new legislative act put in place last week may be the impetus needed to turn that vision into reality.

Known as the Jumpstart Our Business Startups, or JOBS Act, this bipartisan legislative package aims at helping the growth of startups and small or medium-sized businesses, ultimately creating more jobs and boosting the overall economy. The bill consists of measures that reduce SEC restrictions on small and medium-sized companies and create new investment opportunities.

Specifically, the JOBS Act:

  • Eases certain rules and restrictions the SEC imposes on small companies, allowing them to go public with less resources and in less time.

    • …


Read More

Customer Spotlight : Graeme sends invoices while sailing

Posted on by
3

Scotsail logoWhether you are on a yacht or sailing on a powerboat, invoicing is just a breeze through. You can stay connected with your business even while you’re sailing. Our customer Graeme, who runs one of Scotland’s premier RYA recognized sailing schools does exactly that. His company 1st Scotsail Training trains hundreds of its customers on its dedicated training yachts. Our invoice software has helped Graeme save enormous amount of time on his bookkeeping related activities.

I now get a lot of time to concentrate on my business. Zoho Invoice has helped us achieve more scalability. – Graeme Kerr, Co-founder – Scotsail

Our invoice program is so simple to use that most of Scotsail’s employees create and send invoices on their own to their clients.Thus it helps increase efficiency and saves lot of time.…


Read More