Checking in – Zoho Invoice Android App V 1.3

Posted on March 2, 2012 by Reshma Roy

A while ago the Zoho Invoice iPhone app V1.7 was released in the iTunes. And now, our android app development team has something fascinating to share as well – Release of Version 1.3.

Dim says – (Zoho Invoice android app user)

“Tried a lot of alternatives. This is EASILY the best of the lot. Made my life several magnitudes easier, and if you can believe it, has already saved me a few hundred dollars.”

What’s new in V 1.3 -

Contacts as customers in Zoho Invoice : Just like in the iPhone app, importing contacts from your android smartphone address book as customers in Zoho Invoice is possible in just a few taps. This little feature will directly import fields like email and mobile number etc., and map it to customer data in the app. You can even call or send a mail to your customer directly from customer detail page in the android app.…

Integrate CRM with Your Custom Front End Application

Posted on March 1, 2012 by David Spark

In an effort to integrate a custom application with a database, a software developer struggles with one CRM application, but finds solace in Zoho CRM.

Business

Pawan Jaiswal is a senior software developer that contracts on many different application integration projects. A few years ago he was working on a project for Laitkor Infosolutions Pvt. Ltd., a software development consulting company that builds custom web applications, mobile applications, and Windows applications.

Situation

Jaiswal was working on a project that required him to build a CRM backend interface for a custom application that was being used by a medical practice. He and his team started using Free CRM, but it quickly turned into a horrible experience.

The front end application that was supposed to be sending data to the CRM, wasn’t properly inserting the data into the database.…

Zoho Recruit: Custom Email Signatures

Posted on February 29, 2012 by Rina

Now with Zoho Recruit you can add a personalized touch to your emails. Announcing the availability of Zoho Recruit’s new Email Signature feature, which allows you to create your own personalized signatures.

The rich signature editor, lets you to customize your signatures by adding images and links, as well as change text’s format, font and color to make them look professional.

Along with this, there’s another useful feature – that you can now create unique signatures for each email address associated with your account. So, if you’re handling multiple email accounts associated with your Zoho Recruit account, then you’ll be now able to choose a different signature for each custom “From” address you use.

We hope you like this new feature. Do share your feedback and stay tuned as we continue to launch more exciting features in the weeks to come.

…

Introducing: One button to merge them all

Posted on February 28, 2012 by Reshma Roy

Title alone is a giveaway. You have two or more customers with duplicate records in your Zoho Invoice or Zoho Books customer list. Reason for their existence could be :

1. You recently imported accounts and contacts from Zoho CRM and there are duplicate customer names staring at you.

2. You and your colleague unknowingly created the same contact under two different names. One as ‘Jane’ and another as ‘Jane Thomas’.

End Result : There are two sets of data (invoices, estimates,expenses..etc.,) running parallel for the same customer. You are annoyed and want to delete everything and start fresh… Pause .. Take a deep breath.

A little while ago we introduced ‘Merge Customer’. This tiny, yet powerful feature in Zoho Invoice and Zoho Books lets you merge your customer data so you won’t have to worry about twin records anymore.…

Design Your CRM to Be a Reflection of Your Business Agenda

Posted on February 28, 2012 by David Spark

Using Zoho CRM, an outsourced sales staff shows its clients how every dollar is being used to gather leads and close sales.

The business:

Katie Berkovich is the founder and a sales executive for Contax Growth Strategies, a two-year-old consulting firm that provides outsourced sales professionals to growth stage companies. They help start ups get big enough so they can hire their own sales staff.

Contax consists of six sales executives that work on a part time basis for multiple clients. Since they’re distributed all around the country, they need collaborative cloud-based resources.

The situation:

Ever since Berkovich graduated college, she has extensively used Salesforce.com and Oracle Siebel.

Berkovich’s knowledge in CRM made her realize she couldn’t start a business with the tools she knew. The other options were simply too expensive.…

Cold Calling: 5 Tips from a “target”

Posted on February 23, 2012 by Rodrigo Vaca

There’s cold calling, and then there’s Cold Calling. If you don’t know the difference (hint: it’s not the capital C’s), then you’re probably not doing it right. Here are 5 tips from a cold calling “target” you can use to increase the effectiveness of your prospecting and sales.

In technology companies, there are two people that get the most cold calls: the IT/Data Center guy and the Marketing guy. In addition to pitch emails, I get about 3-5 cold calls every day from different vendors trying to pitch me some new service, product, ad network, etc.

Being in Marketing, I’m certainly sympathetic to what sales guys are trying to accomplish every single day: fill out their pipeline, and keep deals moving. As a professional courtesy, I try to take most of their calls, and I reply to their emails – even if it’s just to tell them I’m not interested (the exception to that rule are email list “companies”).…

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