This is a guest post by Clint Wilson, Founder of Cazoomi.
Constant Contact & Zoho CRM are used by many businesses to keep their customers up-to-date with what is happening in their businesses as well as manage their entire business processes.
At Cazoomi, we are not only Constant Contact & Zoho partners, we’re also Constant Contact & Zoho users. Zoho CRM keeps our world-wide teams from letting prospects slip through the cracks, resulting in faster customer acquisition and keeping our business units in sync.
With our recent Sync App for Zoho CRM to Constant Contact, we give salespeople, customer service reps and marketing executives the edge they always wanted – the ability to always be in sync with the prospects they are calling upon, customers’ case contact information and the email lists they are interacting with daily.
Zoho CRM Sync enables Zoho users to manage their leads and contacts while email marketing campaigns managed in Constant Contact always have the right lead, prospect and customer information in sync. What does this mean for the users of both applications? Simply the ability to seamlessly sync contacts, leads and prospects with no exporting from your CRM and re-importing into Constant Contact or worrying about incorrect customer data.
Zoho CRM Sync users can also expand their reach with Social Media marketing with:
- Automation | Email, Facebook, and Twitter lists synced
- Segmentation | SUBSCRIBER from FAN from FOLLOWER
- Synchronization | See how easy keeping ALL your marketing channels in sync can be!
Overall Benefits of Zoho CRM Sync
- Access accurate, mission critical Zoho CRM marketing information
- Keep tabs on unlimited customer relationships with up-to-date & correct date
- Eliminate manual data entry for Contact Marketing lists
- Manage emails to your customers with correct Contact Marketing information
- Stay in Zoho CRM Sync on iPhone, Android, PC, Linux or Mac
The below slide show gives you the steps in installing Zoho CRM Sync for Constant Contact.
Do try the app. Feedback comments welcome as always
Channel Insider just released an article detailing Google’s Worst Enemies - a list of the top 7 enemies Google has.
The article lists the 6 usual suspects you’d expect: Amazon in the e-books category; Apple and RIM (Blackberry) for phones; Microsoft (search, apps, phone); Mozilla, the makers of Firefox (a browser that competes with Google’s Chrome); And finally (and probably the biggest one) Facebook, who competes with Google in the social space, but most importantly, for online ad dollars.
Now… guess who rounds up the 7 “worst enemies”?
First, we’re flattered to have been put with in such illustrious company. So, thanks for that, Channel Insider team!
That aside, we do want to clarify how we compete and collaborate with Google.
We do compete with Google to an extent. They offer Gmail for businesses – we offer a great business-focused hosted e-mail solution. We started offering an online office suite, and Google followed suit with their Writely acquisition. Needless to say, we like our offerings better!
But that’s about it. Other than those two products, we collaborate with Google in multiple ways and whenever possible. We collaborate with Google far and wide – with their Enterprise division, with the Chrome OS folks and in some other areas.
When all is said and done, we view ourselves more as a Google partner than a competitor. We love when a customer wants to sign-up for Zoho Mail, our Zoho productivity suite and
use Zoho CRM. But if a customers wants to use Google Apps, and sign up for for Zoho CRM for Google Apps, that is perfectly fine with us as well. We’re adding more and more of our products to the Google Apps Marketplace. Right now we have a total of 6 Zoho products in the Google Apps Marketplace (including Zoho Books, Zoho CRM, Zoho Projects and Zoho Invoice) and that is only going to increase going forward.
That’s the nature of the evolving technology industry these days… even Microsoft and Google are, ahem, “collaborating” on search results!
Now, seriously – it’s not so black-and-white and it might sometimes seem from a distance. Sure, if a customer asks us whether they should sign-up with Z Mail or Gmail, well, we’re going to give them our own, biased, point of view. And I’m sure Google does exactly the same. But when you put that in context of all the things we do, you start seeing the big picture.
And that’s not unique to Google, that’s just part of who we are as a company. We recognize customers have choices, and that it is just impossible that 100% of them will chose to go 100% Zoho, for each and every one of their apps. Likewise, we also integrate some of our products with other leading players in the industry. For example, we released a Quickbooks add-on for our Zoho CRM product, right before we launched our own online accounting solution, Zoho Books.
So… no, I don’t think we’re one of Google’s “worst 7 enemies”. Rather than defining ourselves as enemies, we like to think of ourselves as a business’ best online friend!
We’ve made it a priority to tightly integrate our vast array of business apps. Today we’re announcing a special update: Zoho CRM and Zoho Projects integration. Zoho CRM allows companies to manage a lead through all the stages until it finally becomes a customer. But.., what happens next? Well, if you’re in the services industry – or any other industry where people live and die by the project, when a customer signs on the dotted line is exactly when the real work begins. And what a better way to manage that than with Zoho Projects?
So today we’re making it easier to go from a closed deal to a happy customer with a finished project. How?
Sell with Zoho CRM, execute in Zoho Projects
You and the sales team can continue working on deals and prospects just like you have until now. When the customer has decided to sign and start a new project, you can then:
- Create a new project portal and a new project for this particular customer
- Add CRM contacts as users of the new project, and create accounts for them to access. You can of course specify if those users are internal or customer.
- If you already have a project portal or a project for this customer, you can of course just associate that directly with your CRM record (account/contact/potential)
A single view of your customer. Really.
CRM systems are put in place for many good reasons. One of them is to get a single view of your customer.
Zoho CRM + Zoho Projects integration takes that to the next level. Now your sales executive can know how your customer projects are doing. Are you behind schedule? You might think twice about making that sales call today… maybe wait until Tuesday when the team will have had enough time to catch up on deliverables.
Of course, what works for an existing customer also works for a prospective customer. Some sales cycles are so complex and long that the sales engagement IS a project by itself. You can also use Zoho CRM + Zoho Projects in this case to collaborate with all your co-workers involved in the prospecting, including Sales, Marketing and Engineering.
Zoho CRM + Zoho Projects is available for all of our Zoho CRM Professional and Enterprise edition customers – and it works with any level of Zoho Projects subscription, including the Free one.
Last week, we made some minor yet important enhancements to Zoho CRM. Here’s the list -
- Along with the Related To and Contact Name details, you can also view the Owner of the event in the Calendar when you hover the mouse on the event.
- The Modified Time of an activity will be available in a record’s Open Activities and Closed Activities related lists.
- Choose the Category in the Support form within Zoho CRM, which will help us automatically assign your question to the support executive, who can give you quick assistance with complete solution.
- Switch from the default English Language to your preferred language (Chinese, French, Portuguese, Turkish, etc.) while signing up for Zoho CRM.
- Save a few clicks by selecting the required criteria to search duplicate records using the Find and Merge Duplicates function
Please try and let us know your suggestions and comments. For more information, please refer our What’s New section.
Watch this space for some interesting announcements that are coming up!
Last year we’d integrated Google Docs with our popular business apps Zoho CRM, Projects etc., Our users loved this new initiative and came up with some excellent suggestions on further enhancements. The most popular requests was to provide an option to import their documents from Google docs into our productivity apps.
We’re happy to announce that you can now import your documents, excel sheets, presentations from Google Docs into Zoho Writer, Sheet, Show.
Zoho Sheet has been supporting spreadsheets with 1 million cells for quite sometime now. So if your spreadsheet at Google docs is that big you can import it into Zoho Sheet and get on with editing it.
Here is the comparison view of a sample 2 MB spreadsheet in Google Docs and Zoho Sheet:
If you’re a Google user and would like to try out Zoho, you can sign in with your Google Credentials and import your existing Google documents.
As always we value your feedback and if you’ve any questions please post it here. We’re all ears!
This is a guest post by Qing Ru, VP Marketing of Zopim.
If there is one thing that differentiates Zoho CRM from its competitors, it’s the way they excel at managing leads and contacts. That’s something many salespeople appreciate: the ability to store everything about a customer under one page, including emails, activity, product purchases. And we are just about to make it better.
With the recent integration that Zopim did with Zoho CRM, we will give salespeople the edge they always needed – the ability to draw upon every single conversation they had with a customer.
Zopim is an award winning proactive chat tool that many small medium businesses use to chat with their website customers. With the recent integration, Zopim will automatically pull out details on the contact from Zoho CRM prior to the start of any chat conversation. So as the website visitor types his first question, the salesperson already knows who he is, and he can read all their previous conversations before greeting him like an old friend.
Most importantly, salespersons do not need to frustrate themselves with any manual input nor meddle with the CRM interface. At the end of every chat session, a link automatically shows up, giving salesperson the option of saving the chat under the contact’s profile with just one simple click.
Make life simpler for your salesperson now, let them sell more. Try the Zopim-Zoho CRM integration by first
signing up with a Zopim account.
Once you have signed up for an account, a detailed guide on how to set up the integration is available
here. For more screenshots and detailed walkthrough, this
post will be beneficial.
The tag line under the Zoho logo says “Work. Online”. This is because we believe you can be more productive in getting your work done using online tools like Zoho. Infact, we run Zoho on Zoho Apps. When Google announced Chrome OS, we were excited about hassle free computing on the cloud. We have been playing with Chrome notebook and we loved it
Today, we are excited to announce a joint promotion with Google. If you love Zoho Apps and use them all the time, you will probably enjoy a Chrome notebook as much as we did. So we are giving away some Cr-48 notebooks to Zoho users through a special promotion that starts today and lasts for a week.
How to Apply
This promotion is available in several Zoho Apps – Zoho Writer, Creator, Books & Invoice. After you visit one of these apps through Chrome Web Store, you might see a banner on the top with an ‘Apply Now’ link. Click it to apply! Selected users will receive a Cr-48.
Update: Here is the blog post from Google on this promotion.