Sales follow-ups just got better with Zoho CRM

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While looking at the recently launched Pulse module, have these questions ever crossed your mind?

I see all these details, but where do I see a list of all records that I’m following?

How many records am I following?

I wish I could get more details about this record from this page itself. I don’t have to navigate away from what I’m doing.

Who else is following this record?

If yes, then, this is for you. With the recent update that we made to Pulse, it’s even easier to locate the data that you are looking for.

The Pulse module inside Zoho CRM gives an overview of your sales follow-ups. It gives you updates to records that are the most important to you. Over time, you would be following a number of records and is likely that you would have lost track of the records that you are following.

How many follow-ups and what are they?

Let’s say, you started following a lead around 2 months back. The lead has moved on to become a Customer. The updates to this record are no more frequent. You may not want to follow this record anymore. How do you search for the record from the list of updates? The Followed by me option makes it easy for you to locate the record and unfollow it.

There’s a little more to the story. How would you know the number of people who are following a particular record? You have this option from the Pulse page too. You’d know if your manager is following any prospect that you’re dealing with. You’ll definitely be on your toes. ;)

While you’re looking up this ‘important prospect’, you may want to get a quick view of the deal – like the stage, the probability, the expected revenue and the closing date. Now that the Summary View is a part of the Pulse page, it is easy to see more details about any record that you’re following. You do not have to navigate away from the Pulse module, either. You’re better equipped and you save time.

The fields shown in the summary view depend on the customization that you would have done earlier.

That’s about Pulse for now.

There are a few more improvements that we have made to reports and workflow flow rules. More details about this update are available in our forum discussion right here.

And now, I have these questions for you:

With the updates made to Pulse, how does it help you track your sales deals better?
Are you more productive?

Do leave your comments below.

-Sharanya R

Zoho Recruit Links up with LinkedIn

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At Zoho Recruit, our mission is to provide recruiters a simple, easy-to-use, single user-interface eliminating the need to juggle with multiple tools. Early last week, we had announced a bunch of new features; LinkedIn Integration was one of the most sought-after ones, which helps recruiters spend less time on the process and more time engaging with candidates. Now, let’s take a closer look at its functions.

Associate with LinkedIn profile
Zoho Recruit’s integration with LinkedIn, allows you to associate your candidates and client contacts with the LinkedIn profiles from inside Zoho Recruit. You can also narrow down your search using keywords with required qualification, skills, job title, etc., to match your existing candidates/client contacts in Zoho Recruit. This saves a lot of time toggling between the Zoho Recruit system and LinkedIn.

View LinkedIn profiles
You will have easy access to view all the details listed in the LinkedIn profile – Education, Experience, etc ., that will help determine the viability of a candidate/client contact before you contact them.

Send Private Messages
Once you find a right candidate/client contact, you can engage them by sending a private message through LinkedIn right from inside Zoho Recruit.

View and Comment on Updates
You can view and add comments on candidate/client contact updates directly from Zoho Recruit. Likewise, you can also Like or Unlike their updates.

Again, we hope you like this new integration with LinkedIn. Be sure to comment here as we love getting your valuable feedback.

Happy Recruiting!

Top 25 CRM Influencers You Should Be Following

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At Zoho we’re constantly talking with and presenting to consultants, journalists, and analysts in the CRM and customer space. We do our best to read their blogs and follow them on Twitter, and we thought that our readers would want to as well. So we decided to compile a list of the top 25 CRM influencers you should be following.

We looked for people who had a valuable and popular social media channel (e.g., blogging, tweeting) about CRM and customer engagement. If you’re building your customer-driven environment, you should be following these influencers. We made it easy for you to do so. By each influencer is their blog and Twitter handle. To quickly follow everyone on our list, make sure to subscribe to @Zoho’s Twitter list of Top 25 CRM influencers.

Did we pick correctly? Are there some people we missed that we should have added? If so, please let us know in the comments. We’ve listed the influencers in alphabetical order.

Prem Kumar Aparanji

1) Prem Kumar Aparanji @prem_k

Blog: SFH Blog

Prem Kumar Aparanji is a leading authority on Social CRM. He views SCRM as a combination of useful technology to engage in combination with the human element as to what motivates people. While he admits to not feeling comfortable with his business title of “Evangelist – Social CRM” at Cognizant, his writings would prove otherwise.

Aparanji’s CRM tip for 2012:
“Companies with CRM systems on-premises and considering cloud, chances are you might want to keep your existing system and only go cloud for newer use cases, BUs or geographies. Meaning you might want to have a hybrid setup.

Companies with toes dipped into social media, or may be even knee deep in it, you have not yet gone waist deep if you have not integrated it with CRM. You could try to swim in knee deep water, but not as much fun or effective.

And in general, if you want to survive the digital age, of which social and mobile are mere touch points, your business needs reorganization. Silos had their advantage, still have, but vastly reduced. This might be a very good year to start thinking so that you can avoid being the despotic rulers of the Middle East who were once heroes when they came in, but with age became the villains and got shot down.”

William Band

2) William Band @waband

Blog: William Band’s Blog for Business Process Professionals

Forrester researcher William Band analyzes CRM most often as it fits into an organization’s workflow. His varied analyses of “CRM meets BPM (Business Process Management)” have been some of his most popular musings, especially his “Top Thirteen Customer Management Trends for 2012.” If you’re wrestling with process, you need to be reading and following Band.

Band’s CRM tip for 2012:

“Turn your intent to deliver an outstanding customer experience from a mere aspiration into a strategy. More organizations are moving beyond empty goals like becoming ‘customer-obsessed’ and defining clear and actionable customer experience strategies. The strategy must meet three tests: 1) It defines the intended experience; 2) it directs employee activities and decision-making; and 3) it guides funding decisions and project prioritization. The intended experience specifies the target customers, describes the desired emotional response, and offers unique value. Directing decision-making means spelling out customer experience guiding principles for employees. Steering resources to the right projects means filtering funding requests using guidelines that includes customer criteria.”

Tristan Bishop

3) Tristan Bishop @knowledgebishop

Blog: KnowledgeBishop

Tristan Bishop is a passionate customer service advocate running Social CRM strategy at Symantec. He loves his job and Twittering where he’s far more active than he is on his blog. Microblogging more fits Bishop’s style as he shoots out dozens of pithy maxims every week. If you’re looking for a pick me up, following Bishop on Twitter will definitely help.

Bishop’s CRM tip for 2012:

“Momentum = Mass X Velocity: If you have a customer-centric vision, amass some allies and get MOVING!”

Richard Boardman

4) Richard Boardman @CRMAdvisor

Blog: The CRM Consultant

Boardman’s blog is chock full of good advice on how to actually implement CRM, not just from which technology to choose, but how to roll it out to your office and get people to actually use it. If you’re looking for a way to start, read Boardman’s eBook and his many “how to” articles.

Boardman’s CRM top for 2012:

“Remember while technology is important, so are people and process. It’s a three legged stool. If you don’t get all three legs right, then it won’t be a very stable system.”

Mike Boysen

5) Mike Boysen @MikeBoysen

Blog: Effective CRM

Like many CRM consultants Boysen’s charge is to deal with the human factor of integrating CRM solutions. Far too often we see technology purchased but meekly implemented. While Boysen posts only once a month on his blog, your best bet is to follow him on Twitter and Google+ where he’s most engaged.

Boysen’s CRM tip for 2012:

“The new year will bring us many new shiny packages to open. But once the wrappers are off we will find that nothing has really changed. Your job is to create shareholder value by creating value for and with your customers. Understand what drives value and build the organizational capabilities to manage it effectively.”

Laurence Buchanan

6) Laurence Buchanan @buchanla

Blog: The Customer Evolution

Having worked as both the VP of CRM at SAP and currently an executive consultant on CRM and SCRM at Capgemini, Laurence Buchanan is deeply entrenched in enterprise CRM issues. As for other’s obsession of chasing down the next fad, Buchanan asks, “How can we build stronger customer relationships based on true value co-creation that will be less susceptible to cannibalisation by passing fads?”

Buchanan’s CRM tip for 2012:

“Through 2012 I would advise organizations to simplify. Technology may have changed a great deal over the last few years but some of the key principles of CRM such as focusing on mutually beneficial relationships have not.”

Becky Carroll

7) Becky Carroll @bcarroll7

Blog: Customers ROCK!

You won’t find Becky Carroll gazing longingly at CRM statistics. She’d rather get deep in the trenches with customers and deal with them on the front line. Her company and blog “Customer’s ROCK!” speak to the value customers can bring to a company, not the expected resource drain that most organizations fear. For more on Becky, read her new book “The Hidden Power of Customers” or find her nose-to-nose with Verizon’s customers in their online forums, blogs, and idea exchange.

Carroll’s CRM tip for 2012:

“Customer experience needs to be a primary focus this year for both B2B and B2C companies. As customer service becomes more and more public via social media, it will also highlight inconsistencies in the way that customers are treated across the entire experience. Take a close look at your experience, from the eyes of your customers, and make sure your CRM initiatives are tied into what your customers are doing in social media. Remember – social media is not a campaign, it is a strategy to build relationships.”

Ginger Conlon

8 ) Ginger Conlon @customeralchemy

Blog: Think Customers: The 1to1 Blog

Ginger Conlon is one of the strongest editorial voices in CRM. She was formerly the editor-in-chief of CRM magazine and now is the editorial director of 1to1 Media, which is responsible for a series of customer-related editorial publications. With a team of writers, Conlon’s “Think Customers” blog is probably the most active of the CRM blogs.

Conlon’s CRM tip for 2012:

“Remember, CRM may be a business strategy, but it starts with people. Organizations that want to engage customers to build loyalty and advocacy must first have a culture that fosters employee engagement and loyalty—among all employees, not just those who are customer-facing. You can’t have the former without the latter.”

Barry Dalton

9) Barry Dalton @bsdalton

Blog: Customer Service Stories…and Other Thoughts

Barry Dalton does deliver customer service stories and admits when he’s delighted and extremely disappointed by customer service systems. Dalton’s service concern is not focused on the technology, but the actual interaction between vendor and customer. It’s up to the vendor to determine which technology to use.

Dalton’s CRM tip for 2012:

“Integrate. Integrate customer experience business processes, sales, marking, support strategies, and multichannel platforms to move towards a unified experience design and a cross-channel business model. Simple. Right?”

Michael Fauscette

10) Michael Fauscette @mfauscette

Blog: Michael Fauscette

Running IDC’s Software Business Solutions Group, Michael Fauscette’s interest in CRM is highly focused with enterprise software and collaboration tools. While Fauscette also has an interest in open source software, we’re more interested in his openness to look back at his predictions and grade his own success. Something we’d like to see a lot more of from analysts like Fauscette. Make sure to check out our interview with Fauscette and Brian Vellmure from the 2011 CRM Evolution Conference.

Fauscette’s CRM tip for 2012:

“You hear a lot about the social customer and how companies should engage more effectively. Now don’t get me wrong, I’m a believer in the idea of meeting your customer ‘when, where, and how’ the customer chooses but I’m afraid all of this external focus misses some key issues. If a business plans to open up new channels of communication to its customers it had better spend some time assessing its own culture. Is that culture built on collaborative approaches to work and are your internal policies built to align to company goals AND incent collaborative behavior? How do you expect to talk to your customer more effectively if your employees can’t talk to each other? Connecting the inside to the outside is part of it, but you also have to connect the inside to itself.”

Jon Ferrara

11) Jon Ferrara @Jon_Ferrara

Blog: The Social Business Blog

Back in 1989, Ferrara founded one of the industry’s first CRM standards, Goldmine CRM. He’s tackling CRM again with his newest venture, Nimble, which aims to be the ultimate contact database by integrating all your traditional and social communications.

Ferrara’s CRM tip for 2012:

“Hiring a Community Manager and sticking them in front of your company does not make it Social Business. Everyone in a company needs to Listen and Engage cause the conversation is that vast. Sales, Marketing, Customer Service, Product, and Accounting need to tie their processes and platforms to the contacts that drive the business. Then they need to connect the external engagement and internal collaboration to their business contacts to create a platform that will enable them to become a true and effective Social Business.”

Paul Greenberg

12) Paul Greenberg @pgreenbe

Blogs: The 56 Group and ZDNet’s Social CRM: The Conversation

If CRM has a godfather, it would probably be Paul Greenberg. Not because he’ll leave a severed horse’s head in your bed, but because he keeps updating the industry’s bible, CRM at the Speed of Light, and is welcoming and challenging even the newest competitors, as he did just last year in a head-to-head contest entitled “CRM Idol.” Greenberg is probably the most omnipresent and longest lasting voice driving the entire CRM community.

Greenberg’s tip for 2012:

“Make sure that you incorporate communicating with your customers in social channels part of your CRM strategy when appropriate. A social strategy isn’t something separate from a CRM strategy.” 

Graham Hill

13) Graham Hill @grahamhill

Blog: Customer Think

Graham Hill’s charge is two-fold. Increase collaboration within the organization and co-create value for the company, its partners, and the customer. It’s a pretty damn good strategy, if you know how to pull it off. It’s also his CRM advice for this year. He’s a little slow on updating his blog so keep an eye on his Twitter feed.

Hill’s CRM tip for 2012:

“The way to win through CRM is to think about how you use it to co-create more VALUE. More value for customers, more value for delivery partners and thus, more value for YOU. Value is in the eye of the beholder, so go and find out what customers and partners value. You might be surprised.”

Jesús Hoyos

14) Jesús Hoyos @jesus_hoyos

Blog: Jesús Hoyos: CRM en Latinoamérica

There are a number of CRM voices in North America, but in Latin America, there is only one that everyone knows, Jesús Hoyos. If you can read Spanish you’ll enjoy all his musings, but not to worry he also has plenty of articles in English (see bottom of page), plus he uses Google Translate (see button on lower right) so you can read his CRM wisdom in English.

Hoyos’ CRM tips for 2012:

“(1) Before thinking on implementing a SocialCRM strategy make sure you fix your CRM problems, not just the technology part of it, but the cultural and organizational aspects as well. 

“(2) Audit your social media and CRM processes to include an integrated Customer Relationship Cycle – it is not just to acquire and retain a customer, but you need to maintain and maximize the relationship, including creating loyalty.

“(3) If you are not using customer analytics today, start by using simple analytics for segmentation – something like RFM – Recency, Frequency and Monetary – it helps identify who your best customers are.”

Esteban Kolsky

15) Esteban Kolsky @ekolsky

Blog: thinkJar

As Mr. “All things customer,” Esteban Kolsky looks at every angle of connection, with and without technology, to the customer. His blog is often “ground zero” for discussions on Big Data or what the current hype level of social CRM is. For the latter, Kolsky believes we’ve bypassed the hype and we’re on to see more changes and deeper adoption of SCRM.

Kolsky’s CRM tip for 2012:

“There are too many buzzwords and trends to do in CRM in 2012: voice of the customer, customer experience, social CRM, customer centricity — not to mention plain ole’ CRM! Make sure to stay focused on what matters to your organization, and that it is reflected in your CRM strategy for the next 2-3 years (you do have one, right?).”

Dr. Harish Kotadia

16) Dr. Harish Kotadia @hkotadia

Blog: Thoughts on Social CRM, Big Data Analytics and E2.0

Dr. Harish Kotadia is an advocate of social CRM and a strong practitioner as well. We like his case study analysis of social CRM, his staying topical on the issues, and the learnings he provides (e.g., “Have a Social Media Crisis Management Plan”). Kotadia’s blog is a great overall resource on all things social CRM with case studies, tips, and the latest news.

Kotadia’s CRM tip for 2012:

“Listen to, learn from, and engage your customers on Social Media channels in 2012.”

Marshall Lager

17) Marshall Lager @lager

Blog: Third Idea Consulting

Of the influencers on our list, Marshall Lager has some of the most hands-on experience testing and reviewing CRM applications. He believes the failure for many SMBs to jump on the CRM and SCRM bandwagon is they simply “don’t know what they don’t know” and don’t know what is actually out there. Lager hopes to be the one to advise. See our interview with Lager from the CRM Evolutions Conference of 2011.

Lager’s CRM tips for 2012:

(1) Take a little time to reevaluate your CRM needs and whether your current provider is meeting them. Vendors’ offerings are constantly evolving and there may be something out there you need but don’t know about. Migrating to a new system isn’t the headache you think it is.

“(2) If you haven’t looked at what’s happening in the social media world, you are really late to the game. Exploring it will cost you nothing, and will give you insight that you can’t put a dollar value on.

“(3) Think like a customer. You remember how to do that, don’t you?”

Brent Leary

18) Brent Leary @brentleary

Blog: Brent’s Social CRM Blog

As one of the foremost authorities on CRM, Brent Leary focuses his advice for small to medium-sized businesses. At the CRM Evolution conference in NYC we spoke with Leary on camera about what SMBs need to deploy true Social CRM, which isn’t just an ad-hoc mishmash of Facebook and Twitter account management.

Leary’s CRM tip for 2012:

“I think this year it’s critically important for businesses to transition from viewing ‘social’ as a set of narrowly aimed marketing/pr activities disconnected from traditional strategy, to it being fully integrated into all aspects of the organization’s culture and strategy for customer engagement.”

Mitch Lieberman

19) Mitch Lieberman @mjayliebs

Blog: A title would limit my thoughts

Hyper-prolific blogger, Lieberman is all things CRM with a recent heavy bent on Social CRM. As a companion to Graham Hill’s ideas about co-creating value between vendor, partner, and customer, Lieberman believes the social side of employee management (enterprise 2.0) and customer management (SCRM) are mirror images of each other, and they should be treated that way.

Lieberman’s CRM tip for 2012:

“Buzzwords aside, social has reminded us of one very important facet of relationships. A relationship is something that exists between two people, not a customer to be managed by a company. In order for any CRM initiative to be successful, think about the person on the other side of the equation, not the prospect, the lead, the case – it’s the person.”

Michael Maoz

20) Michael Maoz @mimaoz

Blog: Michael Maoz Gartner Blog

Michael Maoz’s blog is first and foremost a great read. You don’t usually get that from a Gartner analyst, but with Maoz you do. He begins most of his posts with a personal story that leads into his analysis of the social customer, social CRM, CRM vendors, social networks, and a whole host of customer management related issues.

Maoz’s CRM tip for 2012:

“Analytics can illuminate truths about the health of the customer engagement with your enterprise and debunk common assumptions of what the customer wants. The social business will extend this concept to understand not only the current transactional value a customer has for the business, but the likely ‘social factors’ that should influence decision making. For 85 percent of businesses, the current isolation of marketing from customer-facing functions like Customer Service will continue to get in the way of analytics having the most impact.”

Denis Pombriant

21) Denis Pombriant @DenisPombriant

Blog: Beagle Research Group: Analyzing front office software trends

Denis Pombriant is one of the most prolific CRM bloggers, not just for his own site, but also for CRM Magazine, DestinationCRM, Search CRM, and CRM Buyer. He has been on the forefront of the evolution of cloud computing, covering the issue as far back as 2004. Today his focus has been on how CRM can play a part in sustainable business processes.

Wim Rampen

22) Wim Rampen @wimrampen

Blog: Wim Rampen’s Blog

Our favorite Wim Rampen articles challenge the status quo of Social CRM and customer engagement. It appears the rest of his readers like them as well because posts such as “Destroying Customer Value,” “The Customer is Always Wrong,” and “The S in Scrm is NOT about Social Media” are some of his most commented posts. Join in on the controversy by following his blog and commenting.

Rampen’s CRM tip for 2012:

“There really is not one Tip for all seeking to improve their CRM efforts in 2012. Each and every situation requires its specific approach to research, ideate, design, prototype, implement, and iterate continuously. And in there lies my top tip for companies in any of the stages of maturity: Continuously assess your CRM capabilities against the evolving needs and desires of your employees, stakeholders, and customers. Define the gap and seek to improve first those capabilities that have a positive contribution to these three and your company will be a guaranteed fourth beneficiary.”

Doc Searls

23) Doc Searls @dsearls

Blog: Doc Searls Weblog

Doc Searls is a more unique addition to our list because he writes about VRM, vendor relationship management, which is kind of the reverse of CRM. As Searls explains on his ProjectVRM wiki: “VRM tools provide customers with both independence from vendors and better ways of engaging with vendors.” In addition, at more than 13 years, we believe Searls holds the title for blogging longer than anyone else on this list.

Brian Vellmure

24) Brian Vellmure @brianvellmure

Blog: Value Creator

Every day there are new innovative advances in CRM and while others marvel at the technologies and the data you can collect, Brian Vellmure puts that new knowledge into aggressive business-focused action. CRM is not just knowing the data, but knowing how deep we can deliver service and improve the bottom line now that we have the data.

Vellmure’s CRM tip for 2012:

“Increase the focus on your customer instead of just paying lip service. The trajectory towards the digitization of everything is paving the way for organizations to truly understand their customers better. Instead of just managing based on demographic information, the social web allows for the inclusion of socialgraphic, psychographic, and behavioral data to be included. But here’s my real tip – once you’ve figured out how to capture and make sense of the data, respond with something that resonates  (content, products, services, solutions, recommendations, etc.), and do so at each phase of the customer lifecycle.”

Name

25) R “Ray” Wang @rwang0

Blog: A Software Insider’s Point of View

Not only does R “Ray” Wang aggressively analyze and advise the latest technologies in CRM, but he also uncovers unique and unforeseen uses of said technologies. While he lives in the San Francisco Bay Area, you probably won’t find him there as his intense travel schedule sends him all over the world attending and speaking at conferences. Instead of chasing him all around the world, it’s best to just read his blog and follow him on Twitter. Check out our interview with Wang at the 2011 CRM Evolution Conference.

Wang’s CRM tips for 2012:

“(1) Remember that we spent too much time on the ‘M’ management, very little on the ‘C’ customer, and nothing on the ‘R’ relationship in CRM. In order to overcome abysmal adoption, stale campaigns, disgruntled sales teams, and lackluster service, now’s the time to reexamine the customer experience processes and see how disruptive technologies such as mobile, social, gamification, location based services, etc play a role.

“(2) Focus on the moving from transaction to engagement and then experience. The big shift in technology systems is happening. CRM is at the heart of this movement. Start with great design.”

Analyse your Business Reports – Now in 9 Languages!

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iStock_000015742269XSmall

是否需要深入查看您的销售人数?
Besoin d'informations plus détaillées sur vos données Google Adwords?
Möchten Sie analysieren, wie sich Ihr Umsatz nach Produkten/Regionen entwickelt hat?
Mi chiedevo come stia andando ciascuna delle sue campagne di marketing?
サイト・トラフィックの分析が必要ではありませんか?
Gostaria de acompanhar continuamente a métrica de desempenho dos seus colaboradores?
¿Necesita un análisis profundo de los indicadores de sus finanzas?

We humans usually tend to think and question in our native language. And then we convert those thoughts to the language we want to speak in. As a non-native speaker of English, I hear this advice quite often:

If you want to master English, think in English.

But asking everyone to change their way of thinking is not possible/fair. When it comes to using a product, how nice would it be to experience the UI not just in English but to have it in your own native language?

Whatever language you are asking your business questions in, Zoho Reports now makes it a bit easier for you. Yes, Zoho Reports’ UI is now available in 9 different languages – Chinese, English, French, German, Italian, Japanese, Portuguese, Portuguese (Brazil) and Spanish.

If you are a speaker of any of the above languages and have your browser’s locale set to your native language, you will see the Zoho Reports UI in that language. In case you have a different language setting in your browser, you can go to https://accounts.zoho.com and change to your native language there.

Try Zoho Reports in your own native language. Let us know how the experience was and what more languages you would like support for.

ps: The questions at the beginning of the post in English.

Need to drill down deep into your sales numbers?
Need insights into your Google Adwords data?
Want to analyze how your sales has performed for different products/regions?
Wondering how each of your marketing campaigns are faring?
Need to analyze your website traffic?
Like to continually track your employees' performance metrics?
Need an in depth analysis of your finance numbers?

Zoho Invoice V 1.7 arrives in iTunes

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There’s a gathering of all invoice apps in town and they have just one topic to discuss. The arrival of Zoho Invoice iPhone App -Version 1.7

Chieftain: All updates are same. A few bug fixes and tiny little makeover. No panic whatsoever.

All : Didn’t you hear about V 1.7??

Chieftain: Updates his memory and shakes himself and says … No

All: With a sigh, outdated as always . WAKE UP Chief!!

Zoho Invoice iPhone app version 1.7 arrives in the iTunes bringing three important updates. Our primary focus was to reduce effort when you are invoicing via mobile and to save your time.​

One touch- Add a contact you want from your iPhone address book to your Zoho Invoice customer list in just a few taps. Not just that, data like email address, phone number and other details will be moved automatically. You don’t have to enter SAME data again..EVER.

Add contact from iPhone address book

All at one go – Now add a new customer from the new invoice screen itself. No more swinging back and forth.

More power – Don’t go hunting for a desktop computer to edit your organization details. Do it right from your iPhone app. Remember.. With great power comes great flexibility… ahem and responsibility.

​Do ‘Smart Invoicing’ with your Zoho Invoice iPhone app.

Want to check the app? Tune into itunes

More Power to You ! Task duration in hours

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About a month ago, we added sub tasks functionality to the task management module to help teams better manage and complete their work much faster.

Fast forward to now, and we’re pretty excited with the uptake it has got among our customers. Along the same lines, we were bombarded with requests to have duration in hours for tasks / sub tasks. Hence we were forced to break ground on this due to the sheer volume of requests flooding our customer forums and tech support.
So we took these requests to heart and today we’re glad to launch THE much awaited duration in hours for tasks.

How to enable task duration for your portal ?

Just, go to Edit Profile under Portal Settings and select hours instead of days, save it and you’re done. Task duration in hours gets enabled for your project portal. It’s simple isn’t it?

Note: You must be the portal owner to enable this option for your. portal. And this feature is available only for Premium and Enterprise paid customers of Zoho Projects.

Let’s explore about task duration in hours in Zoho Projects

Giving you more power with duration in hours

Starting today, duration in hours is available for all tasks, sub tasks and dependency view of a project. With this, work is broken down, tasks are identified, and estimates are specified for each task in hours which helps in calculating the exact time spent to accomplish your work each day.

Furthermore, we do support the various format for time entry i,e you can enter hours as 2:30 or 2.5 which gets automatically interpreted has 2 hours and 30 minutes.

Add duration in hours

Maximize your productivity with task duration in hours

Task duration is now included in resource utilization as well as gantt charts. Typically, durations can depend on the experience of the person who performs the task. For example, In a team, a highly skilled and experienced person can complete certain tasks much more quickly than a less experienced person. The ability to deploy employees effectively against projects enables project managers to better utilize and maximize employee productivity.

In addition, task duration in hours comes with a hidden benefit i,e when you allocate a task for certain hours, how much time it actually took to complete? what challenges did you encounter? how would you do it differently if you had to do it all over again the next time but complete it in much faster pace.

But that’s not all. With this latest update, we’ve enhanced the recurrence interval to accommodate additional time span like fortnightly, quarterly, half-yearly and yearly for recurring tasks.

The following user guide summarizes the steps to follow. For more details, please refer Task duration in hours.

What’s next ?

We’re busy working on Projects 4.0 in providing the next generation user experience for you. You can get a sneak peek of this at https://forums.zoho.com/topic/what-s-keeping-us-busy-in-zoho-projects

Well, It’s up to you, give it a try and let us know how useful is duration in hours as comments here. We’re all ears… :)

 

Announcing Zoholics: Zoho User Conference

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We are excited to announce our first Zoho user conference in US to be held on Mar 26th in San Francisco. We are calling the event Zoholics.

The event will feature two parallel tracks. First track is a generic track that focuses on all Zoho Apps in relation to industry trends. The second one is a training track with focus on our business apps, particularly CRM.

Paul Greenberg, a well known industry expert in CRM will be one of the keynote speakers along with Sridhar Vembu, CEO of Zoho. More speakers and tracks will be added soon to the agenda. If you’d like to see any specific tracks in the agenda, this is a good time to send us your suggestions. Also, if you are using Zoho Apps in interesting ways and would like to share your experience on stage with other Zoho users, please drop us a line.

The event has limited seating. If you are interested in attending, we recommend you to register early and take advantage of our early bird pricing @ $79 (ends Feb 26th).

For additional details about the event, please check out www.zoholics.com