3 Steps to fall (and stay!) in love with your CRM

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Finding the Mr. or Ms. Right is hard. What’s even harder is taking the relationship to a happily-ever-after ending.

Your journey with a CRM solution is no different. You need to find that right solution, deal with the initial hiccups and complications, and even distractions from other vendors. But once you successfully cross these initial barriers, it’s a smooth sail to a new beginning.

So, how do you lay the foundation for a long-term relationship?Find the CRM you'll Love

Find ‘The One’

With many vendors out there, here are some tips to keep in mind to find the right one.

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Win More Deals with Document Analytics In Zoho CRM

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This is a guest blog post by Adam Metz, the author of Amazon #1 internet-marketing best-seller ‘The Social Customer’, and the VP of Business Development at PandaDoc.

Zoho CRM users have been able to send documents to their contacts for five years. The company even added a real-time editor into their Document Library 3 months ago.

But they’ve never had integrated Document Signature or Document Analytics. Until now.

PandaDoc and Zoho CRM IntegrationLet’s say you want to send Emily, one of your leads, a Google Slides presentation or a Microsoft OneDrive document to read or sign. PandaDoc and ZohoCRM IntegrationSure, you could share the document with Emily via email. But once the doc leaves Zoho, it’s tough to tell whether she read every page of it, signed it, or even looked at it.

Most sales professionals want deep visibility into what their customers are thinking. It’s difficult to sell in a competitive situation without this kind of “deal intelligence.”

“Deal Intelligence” on Documents to Leads

Currently, Zoho CRM customers can upload their documents from many different formats. Now you can also send those documents to your Zoho CRM contacts faster and find out:

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Customer Spotlight: How One Company Went from No CRM to Zoho CRM Power Users

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tonariLogo

“We had evolved our CRM from spreadsheets, to Goldmine CRM and finally to ACT CRM, but we knew we needed to move to a native cloud-based CRM”

Three years ago Tonari Inc. knew it was due for a CRM upgrade having used a few different systems including Goldmine and ACT for several years.  However, having grown beyond the feature offering of those CRMs, Tonari was left operating without one all together.

“Goldmine and ACT never really were good enough.  They had flaws in terms of reliability and of course there was the problem of not having access to our CRM everywhere.  About three or four years ago we were in a little bit of a slump and it was time for us to redefine ourselves – we changed a lot of things internally and none of the other CRMs were cutting it so we were left without one.  I knew that it was time to implement a CRM that was truly effective for us.”

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Zoho CRM – 3 Ways to Use Mail Merge and be More Productive at Work

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It’s been four years since we started offering Mail Merge plug-in for Zoho CRM. Thanks to this tool, printing mailing labels, sending personalized letters, contracts and other form letters to customers is as easy as sending emails.

Take the sales teams for instance. The ABC’s of sales, Always be Closing, is still as valid today as when Alec Baldwin brutally explained to us in the movie, Glengarry Glen Ross (warning: contains profanity). After you close the deal, you still have to personalize and share sales agreements and other forms. Thanks to mail merge, you can now create templates to automate this routine task. So the next time you need an agreement, apply mail merge and the customer details will collate from the CRM so you don’t have to worry about filling out fields manually.

Mail Merge Img

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Customer Spotlight: When Landing the Right CRM Can Take You to the Next Level…and Beyond

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secita

“We had been through the ringer!”

Those were the words that Secita Solutions founder Mike Moore used when describing his search for an adequate CRM to use.

“I tried ACT, Sugar, Maximizer, and Vtiger and was tired of looking for CRMs…until I found Zoho.  As soon as I did, I started planning big things down the road for Secita because I immediately knew Zoho was going to take us to the next level…and beyond!”

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Meet us @ CeBIT 2014, Sydney

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CeBITAustraliaHere’s  some exciting news for the SMBs in and around Sydney! We’re taking part in CeBIT Australia, the business technology fair of 2014 being held in Sydney Olympic Park, Australia.

Visit us at Stand J-61, where we will be showcasing how you can manage your business with our products, particularly Zoho CRM, Zoho Campaigns and Zoho Creator.

If you’re already using these apps, we’d love to hear about your experiences with Zoho.

We look forward to meeting you there!

Zoho CRM – Discontinuing Integration with LinkedIn

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Back in 2011, to help our customers focus more on selling and less CRMing, we started offering integration with LinkedIn along with various other important features. Our users quickly embraced the integration with leads and contacts modules and it became one of the popular features in Zoho CRM.
Discontinuing integration with LinkedIn
Fast forward to today, we are unhappy to announce the discontinuation of the LinkedIn integration with Zoho CRM immediately. The latest changes in LinkedIn’s Developer API agreement do not allow us to offer this integration to customers any more without strategic partnership. In the past few months, we have been trying our best to convince the team at LinkedIn but we have been unsuccessful. Recently, we received this notice from the LinkedIn API review team:

LinkedIn prioritizes whom we partner with based on strategic alignment, size of opportunity, and current needs. At this time we do not believe your product would add enough sufficient value beyond our existing products to warrant a partnership.  However, given the dynamic nature of our industry, we are continuously evaluating our partnership criteria and potential partners.

At this point, LinkedIn has made a conscious choice to restrict their CRM partners to just two companies. We obviously think that is a bad idea, and we don’t understand how it is in their own interest to adopt this approach. However, we hope they would reconsider this decision. Until then, we have no choice but to discontinue this feature. We are sorry that it has come to this stage.

We will continue to explore the possibilities of strengthening our integration with social platforms, like Facebook, Twitter and others.

Thank you for your support!

- Gopal