Zoho Books: Get Bank Feeds from Wells Fargo, Chase and many more

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In March, we had announced the release of the Bank Feeds in Zoho Books. Last week, we added more than 2000 banks from which you can get feeds. Now, a lot more of you can automatically fetch your bank, credit card and PayPal transactions right into your Zoho Books account. It means that you have instant access to real-time update of your accounts and your days of manually feeding transactions into your accounting software are almost over.

Bank Feeds in Zoho Books

Bank Feeds were already available for banks such as Chase, Bank of America, Wachovia and many more. This update, includes banks which require a second level of security clearance, which is something more than your username and password. Security could be in the form of an answer to the question provided to the bank or a token sent to you, which you need to provide for further access to the data. Such banks are clubbed together as banks with MFA or Multi-Factor Authentication. Some of the top banks included in the list are

  • Wells Fargo – United States
  • Regions Bank – United States
  • The Bank of New York Mellon – United States

There’s many more!

Quickly log into our accounting software to activate your bank feeds and let us know how it worked for you. This update was much awaited and we hope this information will prove to be of much use to our users. For those of you, who still haven’t activated your bank feeds, please go through our help documentation for more information.

Stay tuned for more updates on bank feeds.

Zoho CRM gets an iPad app

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In our continuous efforts to making Zoho CRM available on all mobile platforms, we are excited to announce the immediate availability of our dedicated iPad app for Zoho CRM in the iTunes App store. The iPad app for CRM (a Universal app now for iOS supporting both iPhone and iPad form factors) is designed and tailored specific to iPad dimensions and dynamics blending power and ease of use together.

We have conceived the design for this app keeping simplicity of data access and data entry at the fore-front. We have used real-world objects like Wallet & Business Cards to represent contact information, which will help users relate to information and act upon them instantly. The iPad app comes readily optimized for the Resolutionary New iPad featuring the gorgeous Retina display with access to core set of features as detailed below.

The app helps you:

  • View, Add, Edit, Delete and Search for records in the following modules – Contacts, Accounts, Leads, Potentials, Tasks, Events, Calls and Cases
  • Access custom views that are defined in the online CRM system
  • Work offline even when there is not internet connectivity – Data entered offline will be auto-synchronized with the online CRM system when connection becomes available
  • Email, Call and Locate Address of Contacts on a Map
  • Make quick notes on the interactions you have with your Contacts as Call logs or as a text notes (Voice notes coming soon..)
  • and more…

Here is a brief walk through of the app

That’s not all.. We have also redesigned our iPhone app making it slick and usable compared to the previous version with additional features, the most notable being access to user defined custom views, making it a compelling companion on the go. A comparison of Dashboards of the old version and the new version is shown below:

 

Zoho CRM for iPhone Old Vs New

For more details on the complete set of features and functions of the app, please visit the respective wiki links - iPhone app wikiiPad app wiki

Note: The app is free to download from the App store but users need to subscribe to the Mobile edition of Zoho CRM to use the app. A FREE, full-featured, 15 day trial is offered to test the app before subscribing to the mobile edition package. Enterprise edition users get free read-only access to the app post the trial period.

Try our apps and let us know what you think – you may use the “Feedback” option present within the app or email us at support@zohomobile.com.

Sathish Rajagopalan

Zoho Outage on Monday, June 11th

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On Monday June 11th all of our services experienced an outage that lasted slightly over half an hour. As of 2:13 pm Pacific all of our services are back up and running. If you are still having any issues, please hit refresh in your browser.

As always, you can get the latest status of our services, get help and contact us at twitter.com/zoho and at facebook.com/zoho.

We apologize for this outage. We know it’s Monday and you just want to get your week up and running. For the technically-inclined, we’ll follow-up soon with an update about the causes of this service interruption.

### 6/14 Update
After doing some digging around, and then some more digging, our operations team gave us an update about the service interruption. It was due to a flood of abnormal traffic directed at one of our services. As a (planned) reaction to this, our firewalls performed as expected and dropped this traffic from getting into our data center. This abnormal traffic saturated our links, which resulted in users experiencing delays and interruptions during this half-hour period. Everything was restored to normal after we were able to stop the traffic flood. We are still investigating the origin of this traffic spike in order to prevent it from happening in the future.

Rodrigo

Market Dojo found the smart way of managing customer details – Zoho CRM for Google Apps

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Market Dojo is one of the pioneering e-Sourcing software providers. They are a UK based company and formed in August 2010. The founders have many years of experience in software, procurement and consultancy. They pondered over developing a SaaS product that would simplify buying and selling of goods and services, looking at a paradigm shift in the market, ultimately bringing sourcing software in house. And as a result Market Dojo was born. This software has the capability to help the procurement professionals run eRFQ’s, RFI’s, questionnaires and both Forward and Reverse auctions. The users can go out to the market, analyze conditions, collate prices and negotiate with the sellers. They also have new capabilities such as an innovation tool where you can asses supplier ideas outside of price.

Challenge:
Market Dojo is an organization with 3 employees all working virtually. Being one of the leading e-Sourcing software providers, they wanted to keep track of sales and find new business opportunities in the market. They also wanted to maintain the contact details of their customers and support them with ease. With such needs, finding a single versatile software that would serve all these requirements, was definitely a herculean task.

Market Dojo has knowledge of many different CRM software such as Salesforce, Goldmine, ONYX and Act. But finally they found that there still were some demands which these packages did not meet. They were relentless and kept searching for one such software that would help.

Solution:
After analyzing a lot of different packages and web research, Market Dojo found Zoho CRM in Google Apps Marketplace. Zoho CRM, a simple and easy to use CRM for small business, lets users close more business deals in short time. Users can track and automate sales activities, manage customer details and helps users connect with customers.

Market Dojo has been using Zoho CRM for more than a year now. “Zoho CRM has all that you require from a CRM system without the large price tag” said Nick Drewe (Co-Founder). Alun Rafique (also a Co-Founder) added “It helped us to easily track calls, contacts and opportunities. Although we are just about to start using it for marketing automation”. Zoho CRM assisted them to carry out the business without any hassles. Alun said ” Zoho CRM is intuitive, customizable, functional and also has a suite of other products that can interface into it.”
He also added “Zoho has let us use professional tools normally reserved for businesses with large pockets. Very similar to our tools and our philosophy.

Result:
With Zoho CRM in place, Market Dojo now runs its business in the cloud without any difficulties. “Zoho CRM is absolutely simple and quick to customize to tailor our business needs” said Alun. He also explained “For a small businesses there are no real ERP systems and you have to look at many products which do not interface together and you need to spend time and money to make them work. With Zoho there are a suite of applications that work very well together and thus provide a ERP system for a small business. As we are a tech company, the tools that have been developed by Zoho fit very well. The alternative is to look at a suite of best of breed products, although, as many of the Zoho tools are already best in class, there is no need.” And we are very happy to hear him say “Zoho has lots of other tools that we would also like to use such as Zoho Support, Zoho Wiki and Zoho meeting and the great thing is that they integrate and are very easy to pick up.”

 

 

Key to Customer Engagement is To Make the Customer Feel Valued

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Don’t confuse hammering your audience with marketing messages with customer engagement. You can’t force customers to engage with you. It has to be a decision the customer makes to want to interact with you in whatever manner they wish to engage, said Paul Greenberg, Principal of The 56 Group, at Zoholics, the Zoho user conference.

That engagement can be intense, casual, occasional, and/or frequent. And at any time that engagement level can change to any of the other states. Your job as a company is to provide customers with channels and capabilities to want to connect with you. If you get the customer in that state of mind, that’s engagement, Greenberg said.

Greenberg offered up the example of a company sending customers a coupon for 20 percent off every month for six months. They don’t expect each customer to actually come in and make a purchase every month, but the company is giving their customers the opportunity to make the choice to engage. Similarly, if you give people discounts to give to their friends, that’s another form of engagement that they select.

Engagement is proactive and it’s typically the customer who initiates it. What you’re providing are products and services and consumable experiences that make them want to interact with you. All you can ever do with a customer is “make them want to.” You can’t shove a message in their face and expect them to respond. You can try it that way but the typical response is usually negative, explained Greenberg.

“The goal is to engage the customer so they feel valued. So they’ll act and be proactive, not reactive.” said Greenberg.

Customer Spotlight – Brandography loves the efficient Zoho Invoice

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Four year old Brandography is bringing in a scientific approach to web marketing. Website marketing has been synonymous to creativity for a very long time and still is. A while ago, we had a chat with Jason Dailey, founder of Brandography, a long time customer of Zoho Invoice.

He says,

Effectively managing someone’s website necessitates a blend of scientific experiments to determine what works best and requires commitment to continue striving to achieve new (and greater) levels of success metrics.

With a 11 member team, Brandography achieves a gargantuan task of creating, executing and managing online marketing campaigns for several of their customers. Time is of essence here and Jason says,

“As a business owner, Zoho has saved me a lot of time, headaches and the need to hire additional staff.”

Jason has been using our online invoice software for a very long time now. He’s able to send invoices on the go from his mobile app and also receive instant payments as Zoho Invoice is integrated with popular online payment gateways. Read our latest Customer Spotlight on Jason and Brandography where he talks about Brandography’s beginning, tips for young entrepreneur and how Zoho applications have helped him save heaps of time to be able to do what he loves doing.

Just In: Advanced Analytics for your Zoho CRM Data​ – Powered by Zoho Reports

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We’re thrilled to announce the Zoho CRM – Reports integration, an important new update that gives access to a host of advanced analytics features to Zoho CRM users. These are features that enable you to be on the top of your CRM data and help you make better, informed business decisions.


Seamless Integration

Typically, CRM software providers depend on third-party BI vendors to provide plug-ins. The obvious issues with this model being the users now have to use two different systems, and such BI connectors can be cost prohibitive too. With this add-on, Zoho becomes a unique vendor who not only does both CRM and business intelligence, but also offers a seamless CRM/BI solution.

Advanced Analytics
Zoho Reports being a full-fledged business intelligence and reporting tool, makes it easy to ‘slice and dice’ your CRM data. With more than 70 100 pre-packaged reports and the ability to create any number of ad-hoc reports, this add-on is a must have for all those who see their Zoho CRM data as a goldmine that’s to be extracted for full value.

Sharing, Scheduled Emailing and Printing of Reports
Zoho Reports being accessible online with just a browser, makes sharing and collaboration with your colleagues easy. Not just sharing reports online, for those who like to see their reports as pdf/xls/jpeg, scheduled emailing and printing of reports is possible too.

Other than the above, Zoho Reports has a drag-and-drop report designer, which all sales managers will find very easy and intuitive to use.

All the above is now available with just a few clicks in your Zoho CRM account. The below slideshow explains how to set up this add-on.

As of now, we have launched this add-on for Zoho CRM Enterprise accounts alone, with plans to open it for CRM Professional accounts in the near-term. UPDATE: This add-on is now available for all Enterprise, Professional and Standard accounts.

Try out the 15-day free trial of the Zoho CRM Advanced Analytics Add-on now! More details about the add-on is available at http://zoho.com/reports/crm.