Zoho Support & Zoho CRM Are Now Closer!

Posted by Posted on by

On a daily basis, various people get in touch with your business. Auto-Import of Contacts & AccountsThey could be leads, prospects or customers. It’s only fair that your software understands each of them in the right context. Zoho CRM helps you manage your leads and prospects while Zoho Support allows you to support your customers. They’re both really brothers in arms, in a sense. They both go hand-in-hand.

But then, how can they work together for your business if they don’t manage your contacts well enough. Earlier, Zoho Support let you import contacts from your Zoho CRM account manually. Since then, we’ve only wanted to make it much easier for you. How, you ask? Automatic, that’s how.

We’re happy to announce automatic import of your Zoho CRM contacts to your Zoho Support portal. For all practical purposes, your Zoho CRM contacts database would be your master database. And, when we say ‘contacts’ we necessarily mean ‘accounts’ as well.

All you have to do is setup the interval at which the import has to be performed regularly. And, Zoho Support will then faithfully perform the import for you. It’s really that simple.

In fact, if you’re a Zoho CRM customer who’s just signed up for Zoho Support, you can setup auto-import of your contacts once and strike it off your to-do list forever.

We hope this would reduce a lot of your effort towards managing contacts between the two apps. Try it today and tell us what you think. In the meantime, we’ll try to make your life simpler in some other way!

Using CRM to Automatically Manage Basic Sales Tasks

Posted by Posted on by

Since 2008, Johnny Shami, Sales Director at AdLift has been a customer of Zoho. Prior to that time, he lived in an offline world of contact management and CRM. Plus, all his information was split among different applications: Excel, Word, and even paper. He was constantly asking the typical sales questions such as “What’s my pipeline for this month and next month?” and “What do I need to follow up on?”

It was a world of limited access of information for him, and more so for his team. Once he moved online with Zoho that all changed.

Now that applications are integrated and everyone has access via an online CRM system, Shami says he can complete all the sales 101 tasks he couldn’t complete before such as assigning tasks, finding pipeline information for any month, and seeing how each sales person is performing.

Today, everyone has access to Zoho and Shami’s wasted hours hunting down information has been reduced dramatically.

Customers Want an Experience Through Your Brand

Posted by Posted on by

There is a belief, and for most rightfully so, that Social CRM is an extension of traditional CRM. With Social CRM you’re adding new technologies and strategies to traditional CRM. As a business, this requires you to move from traditional or social channels to multi-channels, said Paul Greenberg, Principal of The 56 Group, at Zoholics, the Zoho user conference in Burlingame, California.

That makes sense if you’ve been in CRM for many years. But if you describe Social CRM to young practitioners they’ll just refer to it as CRM, said Greenberg. These supposedly “new” methods of social are traditional to them.

Customers are in control

A successful Social CRM or CRM implementation is the process of giving your customers the ability to sculpt the relationship with you where they own and control the relationship, said Greenberg.

You can do that by providing things to the customer that make them remember you well and to respond to the customer when it’s appropriate to respond. Not every engagement or call out requires a response.

Watch the video as Greenberg talks about how the line of American Girl dolls creates an experience for fathers and daughters within the American Girl stores.

Know the pulse of your website audience, with Google Analytics

Posted by Posted on by

Google Analytics is a free tool for analyzing traffic of websites. It provides valuable insights on visitor trends and behavior. By knowing how your visitors react and respond to your webpages, you can identify what works best, and what needs change. This is available to every website built on Zoho Sites, and here is how to set it up.

Firstly, you need to authorize GA to track visits to your website, by verifying the ownership of the website. On this post, I will stick to websites created on Zoho Sites. When creating your account on GA, you’ll be asked to enter the URL of your website that you’d like to track. Once you’ve created your GA account, on your homepage, you’ll see a tracker ID as in the image below.

This Tracker ID is a unique code that, when included in your website, will link it to this GA account.

Login to Zoho Sites, and edit the website you wish to track. In the SEO section on your website settings, you have two separate fields to update your GA codes. The Meta Tag is optional, and it is sufficient that you update the GA Tracker ID alone.

Analytics reports are updated every 24 hours, and it might take that long for the report to appear after you first add the code. Google Webmaster Tools include Analytics, AdWords and AdSense. All of them are accessible using the same login, and it surely pays to sign up for an account if you don’t have one already.

More to come, on Webmaster Tools.

Zoho received CRM Magazine’s Market Leader Award

Posted by Posted on by

And the winner is… Zoho CRM!

Zoho CRM was awarded by The 2012 Market Awards as the winner in the Small Business Suite category. Conducted by the CRM Magazine, this award rates the top 5 vendors in every category based on a number of factors including customer satisfaction, product functionality and market share.

Zoho stepped up its game and stole top spot as our winner with a 4.5 for cost and a 4.0 for functionality. Analysts had plenty of positive things to say about this vendor. “Zoho CRM is cost-effective, easy to use, and continues to add on attractive functionality priced like an a la carte menu, which enables smaller businesses to scale as necessary,” says Leslie Ament, senior analyst and vice president of Hypatia Research Group. John Ragsdale, vice president of technology research for the Technology Services Industry Association, counted Zoho among the “rising stars” for small-business CRM. This year, Zoho gave its user interface a full facelift, added a plethora of features like Pulse for internal collaboration, came out with myriad mobile integrations, and integrated Zoho Support with Facebook and Twitter.
For the small business that requires functionality at a price it can afford, “Zoho is emerging as a very strong candidate,” Schneider says. Zoho has that disruptive star quality, he points out, adding that “Salesforce.com disrupted the Siebels of the world and [now you see] Zoho disrupting Salesforce” in on-demand, small-business CRM.

It’s not just the Small Business Suite category; we were also rated as the “One to Watch” in the Sales Force Automation category.

A newcomer to the SFA ranks this year, >Zoho nudged its way onto our radar screen to take the title of One to Watch. Ament says this is a company with small-business know-how, offering solutions that serve as “an attractive option for businesses requiring basic marketing, customer support, Web conferencing, and sales force automation functionality.” There’s something to be said for getting back to basics. “Zoho is emerging as a very strong candidate for the space…where people just want ‘enough’” to seamlessly close the deal, Schneider explains.

We thank you all for the amazing, and continuous support.

Before you leave, do take a look at the plaques that we received at the CRM Evolution Conference:


- Sharanya R 

Zoho Recruit: Post Jobs on CareerBuilder

Posted by Posted on by

Sourcing the right talent for the right job at the right time helps the organization sustain a high performing culture. Attract the top talent with Zoho Recruit’s Integrated Recruitment Solution.

Today we are excited to announce a new feature: Integration with CareerBuilder, the largest online job site that helps match the right talent with the right opportunity.

You can instantly post new jobs to CareerBuilder from within Zoho Recruit – Recruitment Software, with just a click of a button.  Finally, the applicants that apply to your job openings will be entered directly into the system

We hope you like this new feature. As always, we look forward hearing from you if you have any questions, suggestions or feedback.

Happy Sourcing!

Announcing Zoho Campaigns: Email and Social Media Marketing With Tight CRM Integration

Posted by Posted on by

Today we’re happy to announce Zoho Campaigns, the email marketing software from Zoho that features advanced CRM integration and social campaigns. With Zoho Campaigns, you can finally reach and engage your customers and prospects wherever they are – in email, Twitter, Facebook and more.

Zoho Campaigns has all the bells-and-whistles that you can expect: mass emails, templates and an easy-to-use editor to make you look good as well as reports and realt-time analytics to help you understand customers better. But what we’ve kept hearing from customers is that synchronization between your CRM and your email marketing list is a real pain. In fact, our experience with our very own email marketing efforts validated exactly that.

We’ve taken this pain away with a very easy, built-in integration between Zoho CRM and Zoho Campaigns – so maintaining both lists in sync is now quite simple. Beyond list maintenance, the power of having your CRM software and your email marketing provider be the same is the advance integration between the two. For example, as an account manager you can quickly see not only what emails you’ve sent to a particular customer, but also what kind of response those emails have elicited from him. This way you can tailor your sales calls with information that is more relevant for your customers.

Beyond emails, you know customers today have multiple communications options. They hang out in Facebook, Twitter and LinkedIn. That’s why Zoho Campaigns comes with built-in social media integrations so you can quickly create social media campaigns that are easy to deploy and maintain. You can, for example, schedule Tweets, Facebook posts and even run a page campaign within Facebook.

We also have Google Apps customers covered. We remain one of the biggest vendors in the Google Apps Marketplace and Zoho Campaigns is no exception. You can even create your email campaign in a Google Drive document, synchronize your email list from a Google Drive spreadsheet (or even your contacts) and send your email campaign through us.

And for those customers that are not on Zoho CRM yet, don’t worry – you can, of course also use Zoho Campaigns with your current CRM providers. We have open APIs that will allow you to get your data in and out of our service.

We invite you to try Zoho Campaigns today. If you already are a Zoho CRM customer, then this is a no-brainer! Please continue sending us your thoughts – there is still more good stuff in the pipeline.

Twitter | LinkedIn