CRM Step 1: Automate Sales. CRM Step 2: Automate Sales.

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Adam Stone, CEO of D-Tools, is a self-admitted automation super geek. “Anything you have to do more than twice has to be automated,” said Stone. “I would rather have [my employees] honestly going skiing than do any automated repetitive task.”

At D-Tools, Stone’s entire sales process is automated. I want my sales people to focus on customers. I don’t want them to worry about who to call next or what their pipeline is. That should all be automatic. And that’s the situation D-Tools has now.

“We always know what to sell to who and when,” said Stone.

“When people tell me they don’t use CRM or don’t understand CRM. I almost can’t go on with the conversation anymore because you’re not even at that same level where you think there’s value in that,” Stone said. “The amount of money we spend on Zoho CRM versus what we get out of it is 100 times investment return.”

As for Stone’s advice on what to automate first, he said, “The first thing you should automate is sales and the second thing you should automate is sales.”

“The most important thing is get your sales in order,” said Stone. “Make sure your sales people are happy. Because if your sales people are happy, and you’re the company owner, you’re going to be happy eventually. Guaranteed.”

Zoho Recruit: Post Jobs on Glassdoor

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Today we are here to let you know the availability of yet another job board integration – Glassdoor.com.

Glassdoor is the largest online career community, offering an inside look at companies and access to millions of job listings. Glassdoor helps employees, job seekers, employers and recruiters find and share salary, ratings, reviews & interview information for more than 150,000 companies.

You can post your jobs to Glassdoor, directly from within Zoho Recruit – Online Recruitment Software. Once the candidate applies to the job opening, the candidate details are captured inside Zoho Recruit.

We hope you like it! There’s lots more cool features coming soon, so stay tuned.

Customer spotlight: Mobafone simplifies its accounting with Zoho Books

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Mobafone case studyOur accounting software continues to entice the customers by simplifying and streamlining their accounting processes. One of our happy customers, Jerome Schultz, General Manager of Mobafone GmbH found Zoho Books to be perfect for his business needs. His company engages in mobile application development and mobile service consultation. Being in the industry for more than a decade, the company aims to create unique customer experiences in the mobile internet space by developing the most innovative mobile apps.

Jerome is based in Germany but he frequently visits Mobafone’s offices in Thailand and Indonesia. Jerome would be away from Germany for almost half a year which means he has to record mutiple transactions while he is on the move. As Mobafone’s operations spans three countries, accounts have to be up-to-date which would also involve multi-currency transactions.

The company which already uses some of Zoho’s apps such as Zoho Creator and Zoho Projects was exploring for a cloud-based accounting software. The most vital reason that prompted Mobafone switch to our accounting software was Zoho Books’ integration with Google Apps and also that it is cloud-based.

Now that, Zoho Books simplifies bookkeeping and keeps Mobafone’s accounts in control. Managing accounts in multiple countries and currencies is not a painful task anymore. Click here to read the complete story as how Zoho Books saves time and improves productivity for Mobafone.

Announcing Zoho Commentbox – Online Feedback Management Software

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Managing feedback can get tricky. In an effort to simplify it, we introduce Zoho Commentbox.

Zoho Commentbox is a whole new way for you to create a feedback management portal and manage all your customer feedback instances, at one place. It gives your customers an opportunity to share their knowledge and ideas, and also lets other users search for a solution even without knocking your doors for help. Also, Commentbox helps you find the pulse of your customers and thus spend your time efficiently in improving your product.

Here is a sneak peek of what Zoho Commentbox is about.

Twitter Integration

Whenever someone talks about your product on twitter, the conversation is automatically pulled into Commentbox. When a specialist replies to it on Commentbox, a notification tweet is triggered to the conversation-starter, from a preferred twitter ID, without you having to even login to twitter separately. The entire conversation will be available for reference on Commentbox.

Zoho CRM Integration

Whenever a user logs into your Commentbox to contribute or ask for assistance, the user-details are added to Zoho CRM’s contacts module, automatically. This helps you look-up detailed information about every one of your customers.

Email to forum

Starting a forum topic and replying to one might never get easier. Configure an Email address you prefer. Whenever you wish to make a post, send mails to the configured Email address, and your post gets published on Commentbox. An email notification is sent to those who are following you or forum or sub-forum. To reply to the topic that you started, all they need to do is reply to that email. The response is published as a reply to your post.
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Embed feedback widgets

Commentbox feedback widgets can be embedded on your website or inside your product. That way, users can share their feedback right from within your product, without even having to navigate to another link.

Migration

If you have been hosting your community-driven discussions elsewhere, phpBB, vBulletin, Simple Machines Forum, Google Groups… anything! We offer easy migration, a hassle-free hand-off, and all the assistance you need to make the switch.

Here, is a list of other features you would love!

Get started with Commentbox today, and experience the hassle free online feedback management!!

Note : ​Existing Zoho Discussions users can continue to use it for as long as they wish without having to face any issues, or contact us to switch to Commentbox.

Zoho Recruit: Sponsored Jobs on Indeed.com

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Today, Zoho Recruit is happy to announce its next level of integration with Indeed.com. The integration will allow users to sponsor their jobs on Indeed from within Zoho Recruit. This increases exposure of your jobs and helps you to reach more candidates quickly.

How does it work?

  • Your jobs are highlighted on Indeed above the job search results
  • Sponsored jobs appear on the Indeed and across their extensive publishing network
  • Provides highly targeted candidates based on job seeker’s search queries
  • You only pay when job seekers click on your Sponsored Jobs to find out more
  • Low cost per click, per candidate and per hire

With over 60 million unique visitors and 1 billion job searched per month, Indeed.com is the most comprehensive search engine for jobs. A recent study found that Indeed is the leading source of hire for more than 700 employers.

Sponsor Jobs now and watch candidates pour in!

Happy Recruiting!

Sell Globally with Multiple Currencies

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Multi-currency

Picture these real-time business scenarios,

  • A big company from Japan is ready to buy your products in bulk, but can pay only in Japanese Yen and not in your local currency.
  • Your supplier (say diamond or gold mining company) from South Africa insists you to raise the Purchase Order only in Rand.
  • You’ve a large sales organization spanning across several countries with head quarters in United States. And in each country you’ve agreed do business in the local currency while obtaining license from the government agencies.
  • You’re running a B2C e-commerce portal to sell designer women’s brands, jewellery and accessories not only to the US customers but to an international audience.
  • You’re in a highly competitive segment and all your competitors are selling products in different currencies to acquire the market share.

Whether Small, Medium or Large, your company will experience one or many of the above scenarios either due to Government regulations or by your business model. Hence your CRM and Accounting software must support the sales transactions & receivables/payable in multiple currencies. Keeping in mind the business needs of companies who deal with such scenarios, we at Zoho CRM offer complete support for multiple currencies to all users of Enterprise Edition.

Let’s quickly take a look at some of the key features of multi-currency support,

As an Administrator you can,

  • Choose the Home Currency for your company.
  • Activate a list of currencies for your sales reps.
  • Update currency conversion rates periodically.

As a Sales rep you can,

  • Use the desired currency while entering amount field in potential or other modules.
  • Generate quotes, sales orders, invoices and purchase orders in different currencies.
  • View sales pipeline report in your home currency.

For detailed description, refer our online help. To make the multi-currency roll-out easier for your company, we’ve also published implementation guide and compiled a few FAQ.

Eating your own dog food: Multi-currency at Zoho Corp.

Zoho Corporation has offices in United States, India, Japan, China, and Singapore selling both on-premise and online software to tens of thousands customers in more than 150 countries. Even though our fiscal currency is USD, customers from India, Japan, China and Singapore, buy products only in Indian Rupee (INR), Japanese Yen (JPY), Chinese Yuan (CNY) or Singapore Dollar (SGD) respectively. As our Sales team across regions use a single Zoho CRM account to track sales activities, implementing multi-currency became very important.

As soon as this feature was ready for the Beta testing, we activated it in our company’s CRM account. Previously, our regional sales managers were manually converting the quoted amount to USD whereas the Finance team were raising invoices in local currency. Now, all of them are directly entering the amount only in the local currency. We also track the consolidated sales pipeline in home currency at the organization-level.

We hope that you’ll find this new feature very useful to go global & grow your business. Please give it a try and let us know your business scenarios, suggestions, and experiences in the Comments box. We will be happy to improve this feature further based on your feedback.

Happy Selling!
Gopal

Zoho Projects in Your Pocket : Our Native App for iPhone

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A mobile phone is the first thing you pick up in the morning, and the last thing you put away while you’re going to sleep. You browse with it, connect with your family, friends and interact with those that matter most on it. But that’s not all, it stays with you and keeps up with you where ever you are.

On this front, we recently made an announcement of Zoho Projects Native App for iPhone at our Zoholics event. With this update, we’re making it easier than ever to connect from anywhere and get your work done faster so your productivity never skips a beat – even if you’re in an airplane.

For Example, you can quickly get to know who is working on what in a project, check off your tasks when they’re done and manage timesheets from anywhere. Need to share an important detail? No worries, just pick your mobile, tap and share it with the team and voilà… your update is posted even when you are away on a travel.


Here is a list of all the cool things you can do with your iPhone :

  • Create, assign and close tasks effortlessly right from within your mobile
  • Keep in touch more easily with latest project activities on the fly
  • Access your timesheets to log time in a few easy taps…it’s all at your fingertips
  • Knock off your tasks and task list when you’re done even outside your office
  • Use iPhone to record voice as task notes without breaking your train of thoughts

You’re just a few steps away from activating the iPhone Mobile App for Zoho Projects. Click to Activate iPhone Mobile App and learn more about this at iPhone User Guide.

In addition, visit the iTunes or App Store and download the Zoho Projects Native App for your mobile and start accessing Zoho Projects right away. Mobile edition is available for all paid plans and starts at $3 per user/month or $30 per user/year.

A quick note: When you install Zoho Projects on your iPhone, 15 days free trial is automatically enabled for your portal.

We’d love to hear a lot from you as comments below or share your views with our Zoho Mobile team at support@zohomobile.com