Sales follow-ups just got better with Zoho CRM

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While looking at the recently launched Pulse module, have these questions ever crossed your mind?

I see all these details, but where do I see a list of all records that I’m following?

How many records am I following?

I wish I could get more details about this record from this page itself. I don’t have to navigate away from what I’m doing.

Who else is following this record?

If yes, then, this is for you. With the recent update that we made to Pulse, it’s even easier to locate the data that you are looking for.

The Pulse module inside Zoho CRM gives an overview of your sales follow-ups. It gives you updates to records that are the most important to you. Over time, you would be following a number of records and is likely that you would have lost track of the records that you are following.

How many follow-ups and what are they?…


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Zoho Recruit Links up with LinkedIn

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At Zoho Recruit, our mission is to provide recruiters a simple, easy-to-use, single user-interface eliminating the need to juggle with multiple tools. Early last week, we had announced a bunch of new features; LinkedIn Integration was one of the most sought-after ones, which helps recruiters spend less time on the process and more time engaging with candidates. Now, let’s take a closer look at its functions.

Associate with LinkedIn profile
Zoho Recruit’s integration with LinkedIn, allows you to associate your candidates and client contacts with the LinkedIn profiles from inside Zoho Recruit. You can also narrow down your search using keywords with required qualification, skills, job title, etc., to match your existing candidates/client contacts in Zoho Recruit. This saves a lot of time toggling between the Zoho Recruit system and LinkedIn.…


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Top 25 CRM Influencers You Should Be Following

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At Zoho we’re constantly talking with and presenting to consultants, journalists, and analysts in the CRM and customer space. We do our best to read their blogs and follow them on Twitter, and we thought that our readers would want to as well. So we decided to compile a list of the top 25 CRM influencers you should be following.

We looked for people who had a valuable and popular social media channel (e.g., blogging, tweeting) about CRM and customer engagement. If you’re building your customer-driven environment, you should be following these influencers. We made it easy for you to do so. By each influencer is their blog and Twitter handle. To quickly follow everyone on our list, make sure to subscribe to @Zoho’s Twitter list of Top 25 CRM influencers.

Did we pick correctly? Are there some people we missed that we should have added? If so, please let us know in the comments.…


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Analyse your Business Reports – Now in 9 Languages!

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是否需要深入查看您的销售人数？
Besoin d'informations plus détaillées sur vos données Google Adwords?
Möchten Sie analysieren, wie sich Ihr Umsatz nach Produkten/Regionen entwickelt hat?
Mi chiedevo come stia andando ciascuna delle sue campagne di marketing?
サイト・トラフィックの分析が必要ではありませんか？
Gostaria de acompanhar continuamente a métrica de desempenho dos seus colaboradores?
¿Necesita un análisis profundo de los indicadores de sus finanzas?

We humans usually tend to think and question in our native language. And then we convert those thoughts to the language we want to speak in. As a non-native speaker of English, I hear this advice quite often:

If you want to master English, think in English.

But asking everyone to change their way of thinking is not possible/fair.…


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Zoho Invoice V 1.7 arrives in iTunes

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There’s a gathering of all invoice apps in town and they have just one topic to discuss. The arrival of Zoho Invoice iPhone App -Version 1.7

Chieftain: All updates are same. A few bug fixes and tiny little makeover. No panic whatsoever.

All : Didn’t you hear about V 1.7??

Chieftain: Updates his memory and shakes himself and says … No

All: With a sigh, outdated as always . WAKE UP Chief!!

Zoho Invoice iPhone app version 1.7 arrives in the iTunes bringing three important updates. Our primary focus was to reduce effort when you are invoicing via mobile and to save your time.​

One touch- Add a contact you want from your iPhone address book to your Zoho Invoice customer list in just a few taps. Not just that, data like email address, phone number and other details will be moved automatically. You don’t have to enter SAME data again..EVER.…


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More Power to You ! Task duration in hours

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About a month ago, we added sub tasks functionality to the task management module to help teams better manage and complete their work much faster.

Fast forward to now, and we’re pretty excited with the uptake it has got among our customers. Along the same lines, we were bombarded with requests to have duration in hours for tasks / sub tasks. Hence we were forced to break ground on this due to the sheer volume of requests flooding our customer forums and tech support.
So we took these requests to heart and today we’re glad to launch THE much awaited duration in hours for tasks.

How to enable task duration for your portal ?

Just, go to Edit Profile under Portal Settings and select hours instead of days, save it and you’re done. Task duration in hours gets enabled for your project portal. It’s simple isn’t it?

Note: You must be the portal owner to enable this option for your.

…


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Announcing Zoholics: Zoho User Conference

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We are excited to announce our first Zoho user conference in US to be held on Mar 26th in San Francisco. We are calling the event Zoholics.

The event will feature two parallel tracks. First track is a generic track that focuses on all Zoho Apps in relation to industry trends. The second one is a training track with focus on our business apps, particularly CRM.

Paul Greenberg, a well known industry expert in CRM will be one of the keynote speakers along with Sridhar Vembu, CEO of Zoho. More speakers and tracks will be added soon to the agenda. If you’d like to see any specific tracks in the agenda, this is a good time to send us your suggestions. Also, if you are using Zoho Apps in interesting ways and would like to share your experience on stage with other Zoho users, please drop us a line.

The event has limited seating. If you are interested in attending, we recommend you to register early and take advantage of our early bird pricing @ $79 (ends Feb 26th).…


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