Dennis Freeman leans on Zoho CRM to help him quickly match his nationwide network of vendors, a.k.a. “Homework Coaches,” with prospective clients. The faster and more accurately he can make a match, the better his chances of landing a sale.
Dennis Freeman is the director of The Homework Coach, a tutoring service that focuses on the overall success of the child. They specialize in students with ADHD issues, and students who need help with basic school organizing and getting prepared for tests.
The core of Freeman’s business, and his greatest cost center, is the ability to match those students who need help with nearby tutors. This requires a massive database of talent all searchable by location. In 2002, when Freeman began his business, he used Act as his contact management system, as he was familiar with it from using it at a previous job. As long as his business was just him, Act worked fine, but when he hired some more people, then it got really clunky.…
I spoke with Keng Swee recently, a Zoho Books user and founder of VMom Pte Ltd., a print media company based in Singapore. His company serves clients ranging from banks to integrated resorts. Keng manages a small yet passionate team of seven. Zoho Books helps him to stay up-to-date on his bookkeeping tasks. And he cleverly makes use of Zoho Books’s unique invoice custom template feature to send delivery orders.
Keng’s familiarity with Zoho Invoice prompted him to migrate to our accounting software. He has a necessity to create numerous invoices and quotes for his day-to-day business. He happily said:
I make use of Zoho Books custom templates to send quotations to my clients. The templates are easy to customize and are extremely user-friendly.
Keng has experience in using Zoho CRM as well, he finds the product to be intuitive and more responsive.…
We evaluated the existing user interface, sketched out different designs, discussed the merits and demerits of each to have a flexible user interface that is easy to use. After an extensive design journey with many iterations, finally arrived at the new version which we’ve shipped. We are very happy with the outcome and believe it simplifies your use of Zoho Projects.
Ease of use
This goal is obvious, but what exactly does ease of use mean in the context of a task entry ? As an example, for regular task entry, one very important aspect of “ease of use” is that to enter or edit a task requires very few clicks. This is something done over and over each day and any extra click quickly turns into an annoyance for the user. That is why the new contextual pop-ups are designed to keep the number of clicks to a minimum in Zoho Projects.
Our contextual pop-ups offer a powerful and an easy way to enter tasks, create events in calendar, log meetings, associate documents/forums and do more right from the same page in matter of few seconds.
Thanks to a combination of economic pressures and the
ability to interact closer with the customer, there’s been a notable rise in SMBs
implementing CRM, said Michael Fauscette, Group Vice President, Software Business
You’ve got tons of customer data, but often your customers
aren’t talking directly to you. They’re talking to other customers and a lot of
people who aren’t your customers. This mass of unstructured data in the social
sphere (e.g., Twitter, YouTube, Facebook) is a goldmine not just for immediate
feedback, but for a host of unique customer service and product development
. He offered up three unique ways companies are taking advantage of
Steal sales from
– By following your category and your competitors, you can
discover people in purchase mode you never would have found. This is the best
time to intercept and introduce yourself into the consideration mix.
A chart makes it easy to see a trend over time or to compare how different figures stack up. To achieve a similar effect with plain tabular data is difficult, but not impossible! That’s what conditional formatting in Zoho Reports achieves.
Conditional Formatting of Tabular Data
You often see conditional formatting applied to financial data, where positive values are typically in green and negative values in red. A similar example below, where we show the best ‘CTR’s in green, the bad ones in red and the intermediate ones in yellow. You can apply color to the cell background and to the font (‘Clicks’ column in the below example).
Definitely easy to identify outliers and easy to comprehend, right? Zoho Reports now supports conditional formatting in base tables and query tables. We will be extending it to pivot and summary tables soon.…