Vana Workforce Intelligence Launched

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Vana Workforce, a leading provider of on-demand human capital management solutions and a Zoho Partner, announced the launch of
Vana Workforce Intelligence last week. Built on top of Zoho Reports, Vana Workforce Intelligence represents a breakthrough in the marketplace as the first and only workforce analytic, planning, and reporting solution specifically designed for the needs of small and medium enterprises.

Vana Workforce Intelligence enables organization to have a complete and comprehensive view of your entire workforce to understand the impacts and cause across your organization, from workforce data to benefits, leave, payroll, recruitment, performance, succession, time, financials, sales performance and more. It includes over 80 role-based reports, dashboards and measures in every area of human capital and talent management to analyse the real impact of workforce decisions on business performance.…


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[Case Study] Pepperstone Financial uses Zoho CRM API for Optimizing Lead Conversions

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“Pepperstone Financial uses the Insert API to integrate with Zoho CRM and has been very pleased with the results”, says Owen Kerr, Director of Pepperstone Financial.

The Zoho CRM API has proven useful to many of our customers – by helping them seamlessly integrate and transfer data between Zoho CRM and third-party applications. And when your CRM system is integrated with other business applications, managing customer information becomes a lot more simpler.

Here’s Pepperstone’s integration story.

Pepperstone Financial, an execution-only Forex brokerage firm, based in Melbourne, Australia, needed a way to reduce data entry and also automate their email marketing and lead tracking process…they found their answer in Zoho CRM.

Pepperstone’s IT team were looking at several CRM solutions including Salesforce, Sugar and Zoho.

…


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Cash is King: Cash Flow Statement in Zoho Books

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Real physical cash is what keeps your business running. It helps you pay your employees, make prompt vendor payments, juggle your marketing budget, meet unforeseen emergency expenses etc.

Isn’t it surprising, nay, shocking then to find that many businesses don’t know how much cash they have in their kitty at a given moment of time? And, when accessing this information is difficult, taking adequate action when cash levels fall below a certain threshold isn’t easy either. That could upset the best laid plans of any business.

We wanted businesses regardless of their size, not to get caught unawares but to overcome such a situation. So the team behind Zoho Books, the makers of your favorite

online accounting software, has come up with a nice

cash flow report. This report pretty much summarizes everything that has to do with your cash & cash equivalent accounts like checking and savings accounts.…


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Introducing ‘Zoho Discussions for Google Apps’

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The last 2 Tuesdays saw

Zoho Reports and 

Zoho Wiki debuting at the Google Apps Marketplace. The star of this week’s Google Apps Release is Zoho Discussions.

Zoho Discussions is about making decisions from discussions. The members of a community can share ideas, report problems & ask questions, in addition to other discussions from a single point. Zoho Discussions brings everything under one roof to engage the community. 

Last week, we’d introduced 

private communities in Zoho Discussions. Now, we’re extending this enhancement to Google Apps users as well. With Zoho Discussions’ private community, organizations can bring people together and make decisions quite easily.

Here are the highlights of Zoho Discussions – Google Apps integration,


  • Single Sign-On (SSO)

    : Once Zoho Discussions is installed in your Google Apps domain, your users can start using it conveniently right from the universal navigation bar in Google Apps.

    • …


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Offer Support from Your Own Domain using Zoho Support’s ‘Domain Mapping’ Feature

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Ever since we launched Zoho Support, our

web-based help desk software, we’ve been receiving many requests for customized domain name support. We’re happy to share that Zoho Support now has this feature, enabling you to offer support directly from your domain. Both your customers and support reps can now access Zoho Support from a URL like say,

http://support.yourcompany.com. 

Please note that this feature is available only in Zoho Support paid plans.

Here are the step by step instructions for mapping your domain URL:

  1. Create a CNAME entry in your website’s (domain’s) admin panel (let’s say, support) and point it to customer-support.zoho.com  
  2. In Zoho Support, click on

    Setup

    ->

    Admin Settings

    ->

    Domain Mapping

     
  3. In the

    Domain Name

    field, provide your domain URL.

  4. Click

    Save.

    5. …


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Introducing Private Communities in Zoho Discussions

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For over an year, Zoho Discussions has been helping businesses and non-profit organizations create and foster communities that involve and empower its members and help crowd-source decision making.

One of the design goals of Zoho Discussions was to reduce the amount of technical expertise administrators needed to setup and maintain an user community. But one of the things we’ve heard loud and clear is that many of our customers did not find the initial setup process as easy as they’d like it to be. The main reason was that Zoho Discussions setup management had so many options and controls that it took some time to get used to.

We also realized that our customer base was broadly split into two main segments – those who wanted to setup a private community (for improving employee engagement, supporting private beta launches etc) and those who wanted to set up a public customer support community.…


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Custom CRM built using Zoho Creator: A video case study

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Tod Maffin is a keynote speaker from Vancouver, Canada. A thought-provoking digital marketing analyst, he is the COO and senior strategist at tMedia Strategies. Adding to the many hats he wears, Tod is also one of the podcasting pioneers of Canada. We came across a

tweet from Tod which said he built his custom CRM entirely on the

Zoho Creator platform. That piqued our interest and we asked him about his Zoho Creator CRM app. Tod had an interesting story to tell. 

He was using a CRM system (non-Zoho), exclusively made for keynote speakers. But he soon realized that not all speakers have similar requirements and he didn’t need a full-fledged CRM. He felt he was paying $100 a month for a good many features he never used (in addition to the few ones he did like). Luckily, he stumbled upon Zoho Creator. He then built a custom CRM using Zoho Creator, consisting only of those features he needed.…


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