Key to social CRM success is simple integration of products and channels

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Integrating CRM with business processes is both a challenge
and an opportunity. Not only are we faced with a proliferation of products, but
also channels. Every day we wake up there is a new social media forum that our
customers can touch us with, said Om Kundu who is on the Editorial Advisory
Board for CRM Journal, and Director of Thought Leadership for ATP Board.

Are you taking advantage of opportunities? How aggressive
are you integrating your CRM with products and channels?…


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Go Cloud this Shopping Season

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​It’s that time of the year when you run to the shop to kick start your shopping season.

​Economy is not exactly in the pink of health at the moment. It is believed and proven that one of the factors that drive the economy is the growth of small business in the community. Boosting the economy is not a priority on your agenda or mine but what if we contribute little in the way we shop?

This was the underlying idea behind the creation of the Small Business Saturday.…


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It’s Out! Zoho Support’s Brand New Setup UI.

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It’s been a year since Zoho Support was launched. Our customers used it, liked it, gave us feedback- positive and negative, asked for new features, made suggestions and proposed ideas. This is what we came up with: a new Setup UI, with a clean, compact look designed to help you set up your Zoho Support account easily.


What’s Changed?
Here’s a quick list of what has changed:
  • We’ve gone monochrome…kind of: We decided to go monochrome and retain the use of the Zoho colors. There’s no specific reason for this :) . We thought that the yesteryears look will add some pizzaz to our UI. What do you think?
  • Better Organization: We have re-organized the options available in the Setup UI. We now have main options that comprise groups of sub-options. For example, we have an option called Rebranding. The sub-options available under Rebranding include Logo, Domain Mapping and Portal Name.…

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    Save your Time with Templates and Weekly Timesheets

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    Have you ever asked yourself how you will ever accomplish that load of work in a faster and an effective manner? Are you having difficulty in meeting deadlines set by your boss? If you try to complete it all in one day, you will most probably end up disorganized and overwhelmed. 

    There is an essential tool that will help you to work more efficiently – a project template

    This tool keeps your tasks more organized to effectively accomplish your project goals on time and of course helps combat those feelings of overwhelm and not being in control.The core purpose of a project template is to capture, to the greatest extent possible, all the actions that needs to be accomplished right from the inception of a project till its completion.
    A project template :


    • Gives you a big picture of what has to be done next in a project

    • Eases the burden on the project team as they help save time, effort and money

    • Helps the project team in streamlining the project in a far more effective manner

    • Structures communication and engagements ensuring the final product is of high quality
    With this latest update, we’ve included the most requested task dependency view
    as part of the template for better managing the tasks.

    …


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    SMBs create new business models with social CRM

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    CRM makes sense for optimized marketing and reputation
    building, but as SMBs are discovering social CRM, they’re actually creating new
    business models, explained Brent Leary, co-founder and partner of CRM Essentials and author of a recent
    research paper on SMBs and social CRM.

    Leary goes on to explain that we’ve had adhoc examples of
    companies using Facebook and Twitter to engage with customers, but now we’re
    seeing a shift to make social CRM more strategic to business development. Here
    are a couple of examples Leary noted:

    Community as extension of
    employee base:     SMBs are consciously growing communities allowing the
    participants to act as an organic service and sales force.

    Extend products and services:
    Using feedback from the community, SMBs are pulling in different cloud services
    to create new offerings. …


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    The Smart Way to Share your Business Reports

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    Consider this. You have created a beautiful monthly financial report using Zoho Reports, that you need to share with your CEO and the various business heads of regions. The CEO would like to see the data across regions while the regional heads would like to see the data from his/her own region alone. Previously, you would have made multiple copies of the report you created and shared a report each, to your CEO and to each business head. Now, this has been made simpler. You can apply filter criteria for each of the users you are sharing the report with and achieve it all with just a single report. This brings in two big benefits:

    • Avoid unnecessary crowding of reports due to duplication
    • More fine-grained control over data that is being shared

    ‘Filter Criteria‘ is accessible from the Sharing wizard. You can refer to the help documentation here.…


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    The Best of Business Advice – From our Customers!​

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    “Don’t think about great ideas, think about people’s needs.”

    – El Mau Nuñez

    “Cash Flow is Not a Paycheck” – Allen Gardner

    “Great service means repeat business.” – Carol Ann Harstad

    “Get out of your office and meet your potential clients.” – Jennifer Unruh

    “Don’t wait, it’ll never happen if you don’t start.” – WireSpeed Systems

    “If it ain’t profitable, it’s a bad business” – Duncan Yip​

    “Take a holiday…” – Martin Grill

    Those are valuable pieces of business advice from our customers on Facebook.

    What’s the best business advice you’ve ever received? Tell us, by dropping a comment here!…


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