Key to social CRM success is simple integration of products and channels

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Integrating CRM with business processes is both a challenge
and an opportunity. Not only are we faced with a proliferation of products, but
also channels. Every day we wake up there is a new social media forum that our
customers can touch us with, said Om Kundu who is on the Editorial Advisory
Board for CRM Journal, and Director of Thought Leadership for ATP Board.

Are you taking advantage of opportunities? How aggressive
are you integrating your CRM with products and channels?

Go Cloud this Shopping Season

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​It’s that time of the year when you run to the shop to kick start your shopping season.

​Economy is not exactly in the pink of health at the moment. It is believed and proven that one of the factors that drive the economy is the growth of small business in the community. Boosting the economy is not a priority on your agenda or mine but what if we contribute little in the way we shop?

This was the underlying idea behind the creation of the Small Business Saturday. ​It started out last year when the American Express OPEN (small business services wing of Amex) created the Small Business Saturday to bring alive the spirit of neighborhood shopping. Their motto is ‘Shop small, Shop local’. Today more than 2.4 million people are aware and have ‘liked the ‘Small Business Saturday’ and many have pledged a small portion from their wallet to the neighborhood store. 

Now while the community gets ready to support the cause, small business owners need to get their act together and be equipped to welcome the eager shoppers and the efficient management that follows soon after. During this season, the number and frequency of visits by shoppers increases tremendously. There’s money flowing in and out and inefficient management can often lead to unhappy results.

The ‘special personal touch’ is what differentiates a small business from the rest. Managing a small business is not an easy task. The fundamentals of running a business are the same, be it small or big. You need plenty of time and resources to brace this period. Unfortunately, there is no magic wand to increase the 24 hour limit but there is a magic trick to save time and make your work life more productive. 

Go Cloud.

Cloud computing comes to the aid of small business owners by providing simpler and smarter solutions for efficient management. Zoho was built exactly on that notion and we constantly strive to help our customers save time and increase their productivity. The online applications manage your customers, send invoices, provide intuitive reports and manage your accounting among many other things. You don’t have to do everything by yourself. Delegate it to cloud. So giddyup. 

Be armed with cloud computing this shopping season and spend the saved moments to add that ‘special personal touch’ to everything you do.

It’s Out! Zoho Support’s Brand New Setup UI.

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It’s been a year since Zoho Support was launched. Our customers used it, liked it, gave us feedback- positive and negative, asked for new features, made suggestions and proposed ideas. This is what we came up with: a new Setup UI, with a clean, compact look designed to help you set up your Zoho Support account easily.


What’s Changed?
Here’s a quick list of what has changed:
  • We’ve gone monochrome…kind of: We decided to go monochrome and retain the use of the Zoho colors. There’s no specific reason for this :). We thought that the yesteryears look will add some pizzaz to our UI. What do you think?

  • Better Organization: We have re-organized the options available in the Setup UI. We now have main options that comprise groups of sub-options. For example, we have an option called Rebranding. The sub-options available under Rebranding include LogoDomain Mapping and Portal Name.

  • Easier Access: It is easier to access the various options required to set up your Zoho Support account. When you click on a setup option, you can view all the options grouped under it. This allows you to switch from one option to another easily. You can also access the Setup options from the bar on the left-hand side of the Zoho Support UI.
  • Simplified SLAs and Workflows: Earlier, you had to create SLAs and associate them with contracts and support plans created for accounts. Now you can create SLAs and associate them directly with accounts. The process of setting up a workflow and associating alerts and tasks to it is much simpler in the new setup.
Check out our new UI and let us know what you think. You can leave a comment here or send us an e-mail at support@zohosupport.com.

Save your Time with Templates and Weekly Timesheets

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Have you ever asked yourself how you will ever accomplish that load of work in a faster and an effective manner? Are you having difficulty in meeting deadlines set by your boss? If you try to complete it all in one day, you will most probably end up disorganized and overwhelmed. 

There is an essential tool that will help you to work more efficiently – a project template

This tool keeps your tasks more organized to effectively accomplish your project goals on time and of course helps combat those feelings of overwhelm and not being in control.The core purpose of a project template is to capture, to the greatest extent possible, all the actions that needs to be accomplished right from the inception of a project till its completion.
A project template :


  • Gives you a big picture of what has to be done next in a project

  • Eases the burden on the project team as they help save time, effort and money

  • Helps the project team in streamlining the project in a far more effective manner

  • Structures communication and engagements ensuring the final product is of high quality
With this latest update, we’ve included the most requested task dependency view
as part of the template for better managing the tasks. While creating a project from a template, now you can make use of shift dates option which automatically shifts dates for tasks, forums and comments in a project.Learn more about this at Templates in Zoho Projects.


Weekly timesheet saves you time and effort

Peep into your timesheet tab and you’ll spot our brand new addition, Weekly Timesheets. This new weekly time entry has been developed with the needs of your team in mind – it allows your team to effortlessly log working hours which saves you ample time and effort in time entry.


Earlier, the only supported format of time entry was with a colon i,e 3:30. We’ve now extended that further to include support for more time entry formats.


For Example
, if you enter 3.75, our timesheets will automatically interpret the entered time has 3 hours and 45 minutes.Learn more about the new weekly timesheet and supported time entry formats at
Weekly Timesheets


Well, now it’s up to you. Login into our project management software and start building your project templates for a better time management.

Also let us know what other features you are looking for as part of templates and timesheets which would save your time as comments here or mail us at support@zohoprojects.com

SMBs create new business models with social CRM

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CRM makes sense for optimized marketing and reputation
building, but as SMBs are discovering social CRM, they’re actually creating new
business models, explained Brent Leary, co-founder and partner of CRM Essentials and author of a recent
research paper on SMBs and social CRM.

Leary goes on to explain that we’ve had adhoc examples of
companies using Facebook and Twitter to engage with customers, but now we’re
seeing a shift to make social CRM more strategic to business development. Here
are a couple of examples Leary noted:

Community as extension of
employee base:
SMBs are consciously growing communities allowing the
participants to act as an organic service and sales force.

Extend products and services:
Using feedback from the community, SMBs are pulling in different cloud services
to create new offerings.

The Smart Way to Share your Business Reports

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Consider this. You have created a beautiful monthly financial report using Zoho Reports, that you need to share with your CEO and the various business heads of regions. The CEO would like to see the data across regions while the regional heads would like to see the data from his/her own region alone. Previously, you would have made multiple copies of the report you created and shared a report each, to your CEO and to each business head. Now, this has been made simpler. You can apply filter criteria for each of the users you are sharing the report with and achieve it all with just a single report. This brings in two big benefits:

  • Avoid unnecessary crowding of reports due to duplication
  • More fine-grained control over data that is being shared

Filter Criteria‘ is accessible from the Sharing wizard. You can refer to the help documentation here. Use the new sharing filter criteria in Zoho Reports and see many of your old duplicated reports all cleaned up. Let us know how it goes.

The Best of Business Advice – From our Customers!​

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“Don’t think about great ideas, think about people’s needs.”

El Mau Nuñez

“Cash Flow is Not a Paycheck” – Allen Gardner

“Great service means repeat business.” – Carol Ann Harstad

“Get out of your office and meet your potential clients.” – Jennifer Unruh

“Don’t wait, it’ll never happen if you don’t start.” – WireSpeed Systems

“If it ain’t profitable, it’s a bad business” – Duncan Yip

“Take a holiday…” – Martin Grill

Those are valuable pieces of business advice from our customers on Facebook.

What’s the best business advice you’ve ever received? Tell us, by dropping a comment here!