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

Collaboration just got easier with the New Real-time Editor in Document Library

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Last year, we released Document Library, which made it easy to manage all your sales collateral, marketing material, proposals and more, right within Zoho CRM. Now, we’ve gone a step further and improved our editor in Zoho Docs to support chat collaboration and real-time editing.

Take this case of the Sales Team at Zillum Corp. Patricia, one of the sales reps, is excited! She has just closed a big deal, which she had been working on for a few months. She starts working on the Service Level Agreement, and notices some sections that require help from her manager and the legal team.

She shares the document with Charles from the legal team, and instantly he is notified about the document via email. When Charles views the document, Patricia gets an alert, and she can even chat with him then and there! That’s not all, she can also see what Charles is revising, and in turn, Charles can also see the changes Jasmine is making. And the whole document is finalized in a matter of minutes and sent to the customer.

Document-LibraryNow, that’s a lot easier to communicate with your team and get the reviews done instantly, right?

The new editor is available in Zoho Sheet, Zoho Writer and Zoho Show. Do try this feature and let us know what you think.

Customer Spotlight: Zoho Wins the CRM Battle and Helps Company Scale Up

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thefarm

“It came down to Zoho or Salesforce, and ultimately I know I made the right decision”

Four years ago, John Hood’s company, The Farm, was looking into finding a permanent CRM solution because the internal database they were using was “simply not cutting it and was ultimately hampering some of our sales efforts.”

Hood explored a myriad of CRM solutions including Sugar, Goldmine, Salesforce, and Zoho.

After a thorough exploration into CRM solutions, Hood made a decision on a CRM to go with, and hasn’t looked back since… Read more

Why Major League Baseball’s Opening Day Matters to Your Sales Team

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I revel in the days of old when baseball was truly, “America’s Pastime.”

opening-day-baseball-2014It’s not anymore. Hasn’t been for years. That’s become exponentially evident thanks to a slew of problems ranging from a decrease in game attendance to the lack of national stars like there are in the NBA and NFL. People say the games are too slow, the season is too long and the games are, well…boring.

I’ve heard every complaint and statistic to no avail. It doesn’t matter to me. I anticipate Opening Day every spring the way a child anticipates summer vacation. Baseball season is my paradise.

So here we are once again. March 31, 2014. Opening day for the 2014 Major League Baseball season. My beloved Texas Rangers start their season at 1:05 CT against the Philadelphia Phillies, and soon, all will be right with the world.

So why am I talking about baseball here? I believe there are a number of lessons sales teams can learn from the game of baseball. So before I go on about the greatest sport around for too much longer, let’s look at some fundamental concepts sales teams, sales managers and even entrepreneurs can take from the baseball diamond.

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