Customer Spotlight: Nubifer’s search for an accounting software ended with Zoho Books

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With companies relying more and more on newer technology to remain competitive, it becomes crucial for the decision makers to be aware and unbiased towards better solutions. Reduced IT costs, faster implementation and better collaboration is making the technology heads see cloud computing in a different light.

Nubifer TeamNubifer Inc has taken it upon themselves to help companies welcome cloud computing with open arms. Their talented consultants, along with their slew of products and services like SaaS (Software as a Service), CRM (Customer Relationship Management) , HRIS (Human Resource Information Systems), PaaS (Platform as a Service), enable companies to migrate to the ‘cloud’ smoothly and cost efficiently.

A firm believer of cloud services, Nubifer themselves were looking for a cloud enabled accounting software to manage their business finances. Richard Ross, Director- Business Operations at Nubifer, Inc says, “We were looking for a right fit of applications for our company.”

And a year ago, they found Zoho Books! In Richard’s words,

In Zoho Books, I can create 10 invoices in like 2 minutes. We now have a  central location of all our financial data and it’s easy to keep track of invoices, expenses, customers, everything at one place.

Read on to find more about Nubifer and it’s search for cloud based accounting software.

Just In: Engage and Support your Customers in Twitter and Facebook with Zoho

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We are excited to share with you the newest update to Zoho Support. We have just enabled social media integration with Facebook and Twitter so you can engage and support customers through those channels, seamlessly integrating Tweets and Facebook posts into your existing operation to increase your social reputation while improving your overall customer experience. Today’s connected customers expect a high level of support – and customers are increasingly taking to social media to get their problems fixed. You need to make sure you’re listening and have the right tools to face this new reality. Zoho Support helps you do exactly that.

Listen to your customers, wherever they are

For your business, hearing directly from customers is the most valuable aspect of social media and with Zoho Support you can tap into this resource and listen to what your customers are saying about you. Whether they direct their tweet specifically at you or if they are discussing your service with colleagues, you can monitor the conversation and then engage with your customers without ever having to leave Zoho Support.

We make it simple to automatically convert customer’s requests or questions from both Facebook and Twitter into tickets. In Zoho Support you can easily define the hashtags or keywords you want to monitor, and manage an effective and organized support effort.

Route and Respond: Build meaningful connections above the chatter

The process you have for handling a question on Twitter or a complaint on Facebook needs to be different than how you handle an incoming e-mail, and that is where the flexibility of Zoho Support comes in handy.  Now you can set a faster SLA and escalation path for tickets created through a Tweet, because you know customers active in social media expect a snappier response and are eager to tweet again if they don’t get it.

Have multiple products and teams but a unified social media presence? Define specific triggers that smoothly send the ticket to the correct agent. For us at Zoho this is huge, now when someone comments on our Facebook page and mentions CRM we can send it to the correct support agent. And when you tweet @Zoho asking a question with the word “invoice,” again it gets assigned correctly.

Your support agents can now reply to tweets or comments on Facebook without ever leaving their Zoho Support workflow, increasing their productivity and safe-guarding your social media presence.

Escalate: Put out fires before they start

Your site or server goes down and all of a sudden you are trending world wide on Twitter. Not exactly your optimal social media strategy.

Now with Zoho Support you can set a trouble-sensing filter that automatically alerts you and others in your company when a certain Tweets-per-minute threshold is met. With immediate notification that the conditions for a social media tsunami are about to hit, you can take the proper steps to fix the problem sooner and leverage the increased energy into positive social interactions emphasizing your stellar customer support.

All of this is now live inside Zoho Support and is available for all of our Professional and Enterprise edition subscribers at no additional cost.

This is not the first -or the last!- social integration we add. In the recent past we also announced that Zoho CRM users can stay in contact with their customers through social media. We also recently integrated our applicant tracking system, Zoho Recruit with LinkedIn. It’s only going to get more social from here!

Let us know what you think at @Zoho or at - we’re listening!


Doing a task more than twice? Then, Automate it.

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“Anything that you do more than twice has to be automated.”
-Adam Stone, CEO, D-Tools

Our daily work pattern will have certain activities that we repeat on and off. And when I say ‘on and off’, it means several times that span the entire workday. Take this typical cold calling scenario, for example:

  • You, as a sales rep, have a list of leads that you call on a daily basis.
  • Now, every time a lead accepts your proposal, you send a ‘Thank you’ email to the person.
  • You also update the ‘Status’ field in the lead’s details page to ‘Contacted’.
  • And finally, create a follow-up task – To call this person after 10 days. The task reminder will let you know about this on the 10th day after the first call.

Now back to what Adam said: The activity of sending an email, updating the field and creating a task is something you do several times in a day. If this was automated, think of the time you’d save! Enter Zoho CRM Macros.

Zoho CRM Macros support Email,Tasks and Field Updates. So, by creating a macro for the cold calling scenario above, all you have to do is to select the contact, and then run the macro. Your work is done and you can focus more on Prospecting.

How do you create Macros? Here’s an Online Guide to help you.

- Sharanya R

CRM Usage Trims Repetitive Tasks from Minutes to Seconds

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Since Mark Alvarez, President of La Tortilla Oven, started using Zoho all of his contacts are inline and he can actually trace all conversations instantly. In the past, Alvarez admitted he would spend minutes digging up emails just to track past conversations.

What he also loves about Zoho is the integration of all the other modules. For example all his products are integrated with customer preferences and orders. Something that would usually take five minutes to do is now taking no more than 15 seconds.

All this efficiency through an integrated CRM system has resulted in a 40 percent increase in productivity, said Alvarez who attended the Zoho user conference, Zoholics, eagerly looking forward to what’s coming next from Zoho.

Zoho Recruit: Integration with Jobaline’s Pay-per-Pick

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Today we are happy to announce our new integration with Jobaline’s pay-per-pick platform. For the first time in the recruiting industry, recruiters and small businesses will be able to reach unique candidates by posting jobs on premium job boards and pay only for qualified candidates. Combining Zoho Recruit and Jobaline creates a powerful cloud-based end-to-end recruiting solution.

Benefits using Jobaline’s Pay-per-pick

  • 100% risk free – there is no obligation to buy
  • A reach of a national job board: over 60% of the candidates are exclusive and won’t be found on other job boards
  • There are no time limits on your posting – it runs until you find qualified candidates
  • Save time – read resume summaries candidates wrote for you – instead of generic resumes

Highlights of the Zoho Recruit – Jobaline integration

  • End-to-End recruiting solution, from job posting to interview, all in one application
  • Pay-per-Pick job advertising to the Network of over 33M registered job seekers, available right from within Zoho Recruit
  • Job application organized and stored in Jobaline – keeps email inbox clutter free
  • Picked candidates are directly uploaded to Zoho Recruit – no data copying
  • Available to all editions of Zoho Recruit, no job limits for free edition users
We hope you like it. Please comment and let us know what you think.

CRM Centralizes Data So Everyone Can Better Service Customers

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What most companies want out of their CRM is customization to generate reports, said Crisantos Hajibrahim of VIWO, a reseller of Google Apps and integrator of popular Zoho apps such as Zoho CRM and invoicing.

Generating reports is the most important aspect of CRM, said Hajibrahim who echoed Gene Marks’ top point in his keynote at the Zoho User Conference, Zoholics, in Burlingame, California.

To generate those reports, you need data. And it’s not just any data, it’s data that’s lined up for your needs. To get that data in such a format, you need a process and that often requires a fix to current processes and business methodologies. Hajibrahim said you need to ask yourself the question, “What is going wrong that needs to be fixed to generate the reports.”

Getting to that point requires a CRM Czar, said Hajibrahim. People have to buy into the idea of what the CRM does, the role it plays, and how the business uses it to support the customer.

If you don’t have a CRM, how is a guy you just hired two weeks ago going to know about your most important customers, asked Hajibrahim. “Everything has to be centralized so everyone can have access to better service your customers.”

Email your files to Dropbox via Zoho Projects

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Last week we announced Dropbox integration in Zoho Projects. On this front today we’re listing out the possible ways to sync files in Dropbox via Zoho Projects.

Here’s how it works :


Email files and sync it with Dropbox
In Zoho Projects, every folder is associated with an email address. Just copy this email address compose a mail along with an attachment and click send.That’s it, your file is uploaded in Zoho Projects. And if this folder is configured for syncing with your Dropbox presto…your file is now available in your Dropbox account.

Push files from Zoho / Google Docs into Dropbox
Upload files from your Zoho or Google Docs into a folder that is already synced with your Dropbox account. This way your files are automatically pushed from Zoho or Google Docs into your Dropbox from anywhere.

Isn’t it cool ? Try and let us know your views.