Introducing Mobile Apps for CRM, Projects & Docs

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At the Zoholics event today in San Francisco, we introduced three new native mobile applications.

Zoho CRM on Android
Zoho Projects on iPhone
Zoho Docs on Android

Zoho CRM on Android is the most requested mobile app. We launched the application today in Google Play (Market) and is available for free for users with CRM Mobile edition enabled. The application offers offline access to your CRM data from a broad range of modules – Leads, Accounts, Contacts, Potentials, Tasks, Events, Calls & Cases. You can view, edit and delete data from your mobile.

With this release, Zoho CRM is now available on iPhone, Android & Blackberry along with our mobile web app.

Zoho Projects for iPhone is also announced at the Zoholics event today. This app brings three key modules to the iPhone – Activities, Tasks & Timesheet. You can now create edit and close your project tasks on the go. With the in-build timer, you can start/stop timers for multiple tasks to record work hours on the go that can subsequently be logged into the project Time Sheet for billing.

The app also allows you to record text and voice notes for tasks and for quick capture of events and status on the move. No matter what you do, all your data is always in sync with Zoho Projects.

The application will be available on AppStore very soon for users with Mobile Edition enabled in Zoho Projects. (UPDATE: It’s available now)

Zoho Docs for Android is also introduced at the Zoholics event today. It offers the same set of features we have on our iPhone and iPad apps. You can now view your private and shared documents, spreadsheets, presentations and more on the go, on your phone.

Apart form these three apps, we are also previewing few other mobile apps exclusively for Zoholics attendees. We will talk about those in this blog at a later date.

Experience faster and smoother Remote Support

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With the highly improved quality and connection speed of Zoho Assist, you can now connect and control your customer’s computer much easier and faster, regardless of their Operating System ( Windows / Mac / Linux ). Default viewing experience and remote control access in cross-platform support is made better and faster.

Better quality for remote Mac OS support
As you know well, Zoho Assist supports all flavors of Mac OS. Now, we have specially increased the support quality and connection speed for the Mac OS, suiting its higher resolution and enhanced graphics, to provide better screen sharing experience.

Connect Faster. Support your customers easily. Smoother keyboard synchronization
Typing and working with remote keyboard is breeze with the refinements made in keyboard synchronization. Whether you are in your customer’s computer or remoting into another Server in your customer’s LAN, or working on the remote browser / desktop, you will have smooth and consistent remote support experience, just like working in your own PC.

Multiple monitor support and reduced color quality featureEasy switch between monitors
Does your customer has multiple monitors and you want to assist them remotely? No worries. Now switching between monitors is much faster with Zoho Assist (Currently, multiple monitor is supported in Windows OS only).

Quick access with Reduced Color Quality
Even if your customers are in slow network connection, you can still connect with them easily by reducing the Color Quality from your toolbar and get quick access to their Desktop.

Hope you find these enhancements useful. We will continue to provide you with a better and more comfortable remote support experience. Try Zoho Assist and share your experience with us.

Zoholics Event Next Week

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Our first Zoholics event in US is less than a week away. If you still didn’t register for the event, you might want to get your ticket right away as we only have a handful of tickets left.

We have great line up of speakers including Paul Greenberg, Gene Marks, Doug Sleeter and our own Sridhar Vembu. We have attendees from 19 states and 7 countries attending the event and frankly, we are surprised by the interest we have seen for the event.

If you are flying in to San Francisco, you can take the free shuttle form the airport to Hilton. If you are interested in the event, but couldn’t make it, we will keep you updated through our Twitter account. All sessions will be recorded and posted on Zoholics site after the event. The hashtag for the event is #zoholics.

We are looking forward to seeing you at the event.

 

Fresh updates on exchange rate in Zoho Invoice and Zoho Books

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When running your own business, it’s mighty difficult to keep track of everything. Your memory cells will plead for mercy if asked to remember the exchange rate entered for every currency ever used.

Keeping that in mind, in Zoho Invoice and Zoho Books, you can:

  • View last set exchange rate: Exchange rate set for a customer’s currency is now saved in settings. When creating a new invoice for the same customer, system reminds you of the last set rate. You can choose the existing rate or set a new rate or set a new rate just for the invoice. There’s more flexibility as you can modify them whenever you want. New rate does not affect your old invoices. If you want to view the rate set by you on a given date, just go over to the exchange rate history page in settings.

Exchange Rate

  

  • Recalculate Item Price : Another thing to take note of, are the item prices which you would probably have stored as per your currency. You can’t run around looking for a calculator everytime you want to recalculate the item price. Just select your customer’s currency in Zoho Invoice and have the price recalculated for all the items in the invoice.

  • Import and export exchange rate: Why type when you can just import it all in quick and easy steps. Get the data from one of the currency conversion sites as a CSV or TSV file and pull it in Zoho Invoice smoothly.

Learn more about setting the exchange rate for a currency in our help section. ​We hope you like the additions and it comes in handy when tackling the ever fluctuating rates. You can add your suggestions below or even share  how you manage the rise and fall of the exchange rate for your business.

Reach out to customers on birthdays and holidays with Coconect and Zoho CRM

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This is a Guest Post by Melinda Yeoh, CEO of Coconect.com

We understand that it’s tedious to remember and send birthday greetings to customers. Also, when you are busy, it’s easy to lose track of the time where you didn’t keep in touch with your contacts – An easy mistake for most business owners & sales professionals.

Coconect now integrates with Zoho CRM so that you will never miss sending birthday greetings to your customers. Plus, you’ll have a systematic way to schedule in bulk and send messages, the whole year through. You also do not have to set reminders and tasks for each contact one by one, hooray! All you have to do is to link your Zoho CRM contacts, and your e-card or text messages will be sent to your contacts for the whole year.

Why are we doing this? We believe that every great business is built on relationships. And two things are needed to build a relationship – time and effort. We cut down both, and even added some fun in exchange! Coconect is an efficient way to build relationships and stay in touch consistently with many customers in one go. While Zoho CRM concentrates on helping you to manage contacts and follow up your sales & marketing pipeline; Coconect provides an extension to reach out consistently to your contacts on holidays and events, without overloading them on sales messages.

Go ahead and give it a try, we are pretty sure that your customers will be impressed by your thoughtfulness.

Oh yes, join us on Facebook too.  Looking forward to see ya!

- Melinda

Get more info about customers in a single click!

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How would it be if you could navigate to a customer’s Twitter profile in a single click from your CRM account?

Or, how about Facebook profiles?

How much easier could selling get?

As a Zoho CRM User, you can now create custom links that help you use your customer data in an efficient manner. You might depend on other online Apps for information – like Zoho Support for tracking your Customer Support Requests. By defining custom links, you can navigate to the required service directly from your CRM account.

How’s this making selling easy? Well, take this case. Before talking to a prospect, it’s obvious that you’ll do your homework. You’ll gather information about the prospect from several sources – Social Media being the primary source. By taking the ‘Twitter’ field as the reference, you can create a custom link for the Contacts module. Then, all it takes is one click. You land on your prospect’s Twitter profile instantly. You save time spent on searching, and you can do what you are good at – selling!

This is just one of the many possibilities. Weather, Maps, Search… it’s all at the click of a button.

Construct your own links and do let me know how it worked for you. Add your comments right below.

- Sharanya R

PayPal Payflow Pro : New addition in the gateway list

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Zoho Invoice and Zoho Books now support PayPal Payflow Pro payment gateway. You can configure Payflow Pro as your online payment option and have your customers make online payment on the same page without being redirected to any other site.

​​​​If you are from US, CPayflow Proanada, New Zealand or Australia and your company processes large number of transactions on a daily basis, then Payflow Pro is a good choice for you. Your customers will love you too as they don’t have to wait in the long queue to make their payment.

​​Payflow Pro requires you to have an Internet Merchant Account, essentially an account that handles the funds received via credit card payment from your customer. The real beauty with Payflow Pro is the extensive reporting it offers. It lets you know the payment status and their customer support is always available to troubleshoot any questions you have for them.

Online Payment Gateway

Read more about Payflow Pro and find out if it suits your business needs.  While you are at it, also check out other payment gateways that we support – PayPal -  Standard and Business payments, Google Checkout and Authorize.Net.  Read more on how to set up the online gateway in Zoho Invoice and Zoho Books and quickly start receiving online payments from your customers.