Zoho Reports has added a lot of cool features recently. Let’s see some of the major features that have come in.
Scheduled Emailing of Reports with Filter Criteria
You’ve created a set of monthly sales reports. Only that you’d want to filter the region, so as the regional heads see the sales data of their own regions alone. We’ve seen how this can be done in Zoho Reports, without duplicating the same set of reports for each regional head. Now, let’s say you want the same reports to be mailed periodically to the intended recipients. This is possible now. All you’ve to do is,
- Open one of the reports to be mailed
- Click ‘Export’ -> ‘Email Multiple Views’ -> ‘As PDF’ Read more
Today we are unveiling the biggest update of the year for our Zoho CRM and Zoho Support products. For the past several months, we have been focused on enhancing our product capabilities so we can address the needs of bigger organizations better. We are already known in the industry for serving our SMB customers well. But we’re not going to stop there.
First off, the Zoho CRM improvements we are announcing today include exciting updates like territory management, custom modules, deeper social integration, custom functions and enhanced integration with Zoho Campaigns.
Supporting bigger sales organizations with Territory Management
Bigger companies have complex organizational structures. The most common example is companies with sales teams aligned along both geographical limits and another variable, like company size or product line.
The new Territory Management functionality helps companies better mirror their complex organizational structure in Zoho CRM. More importantly, it is done securely – so only the right people have access to sensitive company information. The sales team for the Northeastern region can see all deals happening in their territory, regardless of product, but they can’t see what’s going on in the Central region. Likewise, the General Manager for the Widgets division can set sales targets and see deals for her products across all geographical territories, but she can’t see what’s going on with the Gadgets product line. Of course, the VP Sales and CEO can monitor the sales forecasts for both products and for all regions with just a few clicks.
Territories is a term we use loosely – while it is typically used in a geographical sense, you can configure territories in Zoho CRM to map to any particular segmentation your sales team might be based on, like Commercial vs Federal Government vs Local Government; Military vs Education; Named Accounts vs Mid Market vs SMB. Read more
When Edward Snowden, the former NSA Contractor started disclosing the classified details of several top secret surveillance programs of the US intelligence agencies during June this year, all were wondering how he gained access to those highly confidential information.
Five months later, an exclusive report in the Reuters now reveals that Snowden has used perhaps the easiest possible way to gain unauthorized access to the secrets. Misusing his position as a system administrator, he had reportedly persuaded nearly 20 of his colleagues to share their login credentials with him in the pretext of doing his job. They had unwittingly provided him the credentials, which led to the worst breach of information security in NSA’s history. They thought they were giving out the credentials to a trusted insider unaware of Snowden’s real intent.
This report reminded me of a funny campaign titled “Passwords are like underwear” ran by the Information Technology Central Services at the University of Michigan a few years back to create awareness on protecting passwords.
True, passwords are like underwear – obviously not meant to be shared with others. Unfortunately, practical needs are mostly the opposite. Business requirements demand selective sharing of passwords with others. In most of the organizations, users often tend to reveal administrative passwords of sensitive IT resources to their colleagues for some reason or other.
We love small businesses – they’re the reason why we build apps and host events aimed at helping small business owners all-year-around. But special days call for a little more!
And that’s why we’re celebrating Small Business Saturday, with a special contest for small businesses this month.
It’s called the #MyBizStory contest and it’s really fun and simple. All you need to do is, tell us a story. Tell us what makes your business unique – it could be a different way of doing things, something you’ve created or something you’ve believed in and followed for your business – anything that you think makes your business stand out. Read more
15 months ago, John Paul, the largest concierge service provider in France, decided to expand into the U.K. With this expansion, Jean Paul brought in George Evans to serve as managing director of John Paul U.K.
Prior to joining John Paul, Evans had worked for a large $20M dollar company and had extensive experience with Salesforce CRM. When he came aboard John Paul, the first thing he noticed was that they had no CRM solution in place.
Salesforce.com recently announced that their Do.com project management service is shutting down early next year. Salesforce acquired the Manymoon startup, for which they reportedly paid between $25 and $35 million dollars, just about two years ago and they later renamed it as Do.com. We’re sure this leaves current Do.com customers searching for a place to go. Well, worry no more: we’ve got good news for you.
We just released our Zoho Projects migration tool that lets you bring your current Do.com data and continue working without skipping a beat.
Start Doing More with Zoho Projects
Zoho Projects is a tool that allows you to manages any kind of project from thought to finish. Zoho Projects goes well beyond planning, and helps your team work better together, collaborate and stay on top of what they need to do, even while they’re on the go.
Do.com users can easily migrate in few easy steps without losing the tasks, tasks lists, notes and other items they had already created. And of course, migration is free.
Migration is just the start
Do.com users that come into Zoho projects will primarily be looking to save their important data and work. However, they will soon discover all the additional benefits that Zoho Projects brings over Do.com, like time tracking & billing, gantt charts and resource utilization, advanced analytics and much more.
In addition, Zoho Projects integrates with the Zoho Office suite, works with Google Apps and allows you to bring files from Dropbox, Box.net, Google Drive and even Microsoft SkyDrive into your project.
If you’re a current Do.com customer, we welcome you into the Zoho family. Learn how to migrate your data into Zoho Projects at: https://projects.zoho.com/doit
At Zoho, we’re constantly trying to build and rebuild our apps to make them easy for our customers to use.
That’s why we LOVE tweets like these, that make us feel like we’re closer to our goal:
Thanks to @zoyrosa for sharing
video of her kids using Zoho Invoice. It sure made our day