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

 

The New Zoho Support: Close Tickets Even Faster

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At Zoho Support, we strive to build and maintain quality helpdesk software. Our development team is relentlessly working on rolling out new features that help simplify the process of providing customer support.  In this endeavor, we have released a sleek new UI that offers improved usability and faster navigation.

Let’s take a look at the enhancements and additions in the new UI.

The Interface

The new UI is an effort towards unifying the vast range of Zoho products so that users enjoy a consistent, smooth experience while navigating between products. Our intention is not only unify the Zoho experience, but also to cut down scrolls, increase ease of access and make it more spacious.

Usability

To be honest, our old UI was probably not that great in terms of ease of use.  We received feedback that one needed to scramble across the UI for updating a ticket property, creating a view and searching for it in the drop-down was tedious, recently visited views were located on to your right etc.

Now, with the new UI:

  • You can edit the properties of a ticket from the right panel without even clicking on edit.
  • Properties which are frequently edited are placed at the top followed by those less visited. So closing a request; changing request owner, status, priority etc., is now much easier.
  • You can find the views placed more prominently on the left panel. They are arranged one below the other grouped as recently visited, pre-defined and custom.
  • Also, we now carry the actions tab while you scroll down a page across all modules.

Brand New Additions

There are some new additions in the latest UI. You are provided with a filter-by option for requests, which can be used to quickly filter and view requests assigned to a specific agent. You can even filter requests by status, priority, channel, and due date.

 

You can also view requests based on the time frame they were received in Zoho Support. This would help you quickly locate a request or to assess request load during a specific period. You can view requests received for the last 15 days, 30 days and 3 months.

We hope that our new UI helps you provide that awesome customer support much faster than before. As always we encourage your feedback and suggestions. So help us by sparing a few minutes in providing feedback about how the new UI panned out for you.

We are also working on integrating with Facebook & Twitter so that your posts and tweets would be created as requests in Zoho Support. Expect to see it released soon.

 

 

Zoho Recruit Invites you to the Recruitment Agency Expo, London

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Zoho Recruit is very happy inviting you for the Recruitment Agency Expo, running February 14-15 at the Olympia Conference Center in London.

On that note, we’ve got a bunch of new features that launched today – to enhance recruiters’ productivity and to give them more ways to engage candidates from within the application.

LinkedIn integration lets you to link candidate and client contacts with their LinkedIn profiles. In turn, you can see candidate and client information such as position, company, city, and business and professional activity. You can also send notes and invitations to candidate and client contacts, via LinkedIn, from the Zoho Recruit UI.

Custom Reports gives you 20 standard reports – and tools for customizing or creating new reports – to help visually analyze recruiting and applicant tracking information.

Mail merge lets you send personalized messages to thousands of candidates and clients at the click of a button.

Integration with Glassdoor.com, your free inside look at jobs and companies, helps you post jobs directly from Zoho Recruit. Once the candidate applies to the job opening, the candidate details are captured inside Zoho Recruit.

Candidate and client contact linking helps you easily copy a candidate to contact and vice versa.

We hope you like the new features. Come and meet us at stand 80 to discover a lot more.

Click here to Register for Free entry.

Overlapping schedules? Check availability first

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Picture this:

Ben, a business contact calls, and he’s upset. He’s upset because of an issue that he’s facing with the product. As it would typically happen, you schedule a web meeting at a time that Ben’s free.

What’s next? You would open up your CRM, schedule an event, and assign it to the best Customer Support Executive (let’s call him Peter) that you have in your team. You’re relieved. You’re confident that Ben’s problem would be solved, right? Wrong! The web meeting never happened. And why so? Simply because Peter wasn’t free at the time that you had scheduled the event.

Now what if it had happened like this?

Ben calls, and you promise a web meeting. He tells you a time that is convenient for him. While scheduling the event, you check Peter’s calendar to see if he’s free. You find that he isn’t and then assign the event to another person. Simpler?

The ability to check the availability becomes very important when it comes to Customer Service. After all, executives cannot attend to more than one customer at a particular time, can they?

Take a look at the Add Event section in Zoho CRM‘s new design. You can now check the calendar right before scheduling an event and you do not have to navigate away from the page either. We call this feature Check Availability.

Zoho CRM Check Availability

“A localized Sales calendar” – this is what it means for your Sales Team. Data is available in a single place and there’s no overlapping of meetings or schedules.

Working as a team is a lot easier! Do you agree with me? Add your comments below.

Zoho CRM Read-Only Mode Available From Our Secondary Data Center

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One of the priorities we set ourselves after our outage is to get a read-only instance up quickly in our secondary data center in the New York metro region. We have always had the data backed up in that data center and our software team has been busy making it run in read-only mode. Today, we are happy to announce that Zoho CRM is running in read-only mode from our secondary data center.

The URL is https://crm-ro.zoho.com

We will keep this read-only mode accessible to customers all the time, so that in the event of an outage in our primary data center, your access to data will be preserved. We still have some limitations we are working through – for example, database information is synchronized immediately between our silicon valley and New York data centers, while document attachments have a one hour lag, which we will be addressing soon. There are some other limitations: search does not work and most of the integrations, particularly Mail integration do not work. All of these limitations will be removed in a few weeks. Our goal in getting this out quickly is to give you access to your core CRM data from our secondary data center.

Other Zoho services are working on read-only versions right now and we will open them up as soon as they are ready and post announcements regarding them.

This read-only version is just a start. We are working to provision our New York data center fully so that all Zoho services can run in hot standby mode, so when the next disaster strikes, we could switch over the service quickly.

Zoho Books says ‘Don’t fret while paying multiple bills’

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Recently in Zoho Books you could record payment for multiple invoices issued to your customers. Now we got more good news for you!​

After some careful analysis on the feature requests and our forums, we identified another pain point for our users. Multiple Bill payment for a vendor.

Imagine this. It’s a bright sunny day, you reach office and get a frantic call from your vendor to clear your several outstanding bills. Not a result of your poor time management skill but just one of those days when everything on your to-do list goes awry. You want to resolve this as soon as possible so that you can go back to your planned activities. You pay your dues and click open your accounting software to do the tedious task of recording the payment ONE by ONE

Well that was ‘before’. Now Zoho Books allows you to record payment for multiple bills for a vendor from ‘a single screen’. You click on the magical button ‘bill payment’ and all the outstanding bills are listed on a single screen. Enter partial or full amount against the individual bills and save. You now save time which you can devote to growing your business.

Multiple Bill PaymentWait wait… we got more news !

If you are a business owner, chances are apart from receiving customer advances, sometimes your supplier may request for an advance payment for the supplies or goods delivered to you. You can use the same magical button ‘bill payment’, enter the advance amount and save it. When creating future bills for the same vendor, Zoho Books will remind you of the existing credits available which you can use to pay the bill.

Credits available for vendor

Hope this little feature solves your problem. Do send your feedback in the comments below and stay tuned in for more updates coming your way!

Introducing Zoho Support Express Plans complemented with a brand New UI

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We are excited to introduce Zoho Support Express, our latest plan for small businesses and do-it-all teams. Also we are out with a simplified new UI which is easier to access, spacious and faster.

Our Express plans are designed keeping in mind the requirements of small businesses that find regular plans beyond their budget and those not having earmarked support agents. Let’s delve into more information on why you need to try our Express plans and what’s different in it.

Why a new plan?

Being an ideal helpdesk for small and medium businesses, Zoho Support has its regular plans starting from USD 12/agent. However several of you have said, your monthly support costs have soared and neither have you utilized the features to its maximum. We quickly ran a list of features which are frequently used by you (scrapped those sounding fancy) and decided to position it as a separate affordable plan.

What is different in Express?

Express plans are restricted by number of tickets handled in a day and not by agent licenses you own. So, if you handle not more than 50/100/200 tickets in a day, we have an Express plan for you. If you employ part-time agents or seasonal employees; simply add them in Zoho Support at no extra cost.

Want to try Express?

You can try our Express plan for your business by signing-up for a 15 day free trial with access to all the features. Plan starts at $24/month. To check out the features available in Express, click here. To know which plan best suits your business, e-mail us at support@zohosupport.com

Go ahead and have all your employees christened as support agents to provide that awesome customer support today.
Also watch out for this space, to know more on the new UI and its enhancements.