3 Ways the Talkdesk Call Center Software Integration Can Help Teams Sell More

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This is a guest post by Tiago Paiva, CEO of Talkdesk – a leading browser-based call center software.

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If your team uses Zoho CRM, you surely understand the value of having a complete overview of prospects during sales interactions. What you may not realize is that without integrating your call center software with Zoho CRM – and automating certain tasks – contact details might slip through the cracks, costing your team deals.

Talkdesk for Zoho CRM closes this information gap between your CRM and call center software. It not only enriches CRM data with information from phone interactions, but also automates some of the sales process and ensures that your team has access to accurate contact data. How does this help teams sell more? Here are three ways: Read more

Add powerful visuals to your email campaigns. Zoho Campaigns integrates with Bigstock

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Email campaigns have become very visual. Images don’t just add beauty to your email templates. They communicate your message better and even make your emails memorable for your audience. There’s science behind this concept too. Research has suggested that ​our brains process visuals faster than text and that visuals also affect our emotions. This greatly affects our decision making as well.

While all this is true, creating the right image for email campaigns can be a challenge for many. Take the case of small businesses who do not have the budget to hire a professional photographer or illustrator. Or the case of an email marketer without the necessary HTML or design skills. Finding the right image to support your message can be tough, or even stressful at times. Read more

Zoho Books now supports Square Register

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Ever since Square replaced the clunky traditional POS with its simple and sophisticated app,small businesses have been able to sell and monitor their sales, from anywhere. Square offers small businesses a flexible and straightforward medium to accept credit card payments sans the complexity of hidden fees and surprise costs.

Today, we’re happy to announce that Zoho Books now seamlessly integrates with Square. All sales in your Square Register will be automatically captured and consolidated in Zoho Books on a daily basis. With the advanced banking feature in Zoho Books, users can reconcile these transactions instantly to save even more time.

Zoho Books Integration with Square

Take a look at everything the integration has to offer. Read more

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:

Read more

Salespoint for Zoho CRM: The iPad App for Field Salespeople

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This is a guest post by David Falk, CEO of Salespoint, a Barcelona-based field sales mobile app provider for manufacturing, insurance, electronics and food services.

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We believe that the key to successful CRM implementation is to create a win-win situation for sales reps as well as their management. If sales reps are made to realize how they can benefit by using the system (huge saving of time, access to interesting data, etc.), this would in turn enable their management to easily access the information they require for steering the organization.

Today, we’re proud to announce the integration of Salespoint with Zoho CRM.  Read more

Managing your email attachments got better with Dropbox integration in Zoho Mail

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dropbox-zmail-integration-nsWe are glad to announce that we have integrated Dropbox – one of most popular file storage and sharing services out there – into Zoho Mail. You can now add and attach files directly to and from Dropbox while going through your email routine in just a few clicks.

Dropbox lets you conveniently access all your favorite documents, pictures and videos, stored at a central space online, from anywhere. It can also keep your files in sync across devices you have it installed, by storing a copy locally and comes with neat file sharing options.

Well, but what if you find yourself scripting an urgent email on say a public computer without Dropbox installed and would like to fetch some files you recently stored there? You could log into Dropbox in a new tab, download the necessary files locally before attaching them or else use the Dropbox sharing features and then get back to your email. Slightly nagging this, isn’t it?

To make things easier in such situations, we have brought the convenience of Dropbox into Zoho Mail by enabling you to:

Attach files directly from Dropbox
Fire up the new Dropbox action in message compose view to browse through the files in your Dropbox account and select to directly attach them to your message (your Zoho Mail plan’s attachment limits apply).

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Store email attachments directly in Dropbox
Use the new Add to Dropbox option provided when you have messages with attachments to directly store them in your Dropbox account.

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Getting the hang of how this simple yet effective integration works is pretty straight forward. For stepwise instructions, check our help pages on attaching files from Dropbox and uploading attachments to Dropbox.

We thank the Dropbox team for their help and assistance during the development of this integration.

So Zoho Mail now provides the most number of options to manage your attachments – Zoho Docs, our own file storage application, Google Drive and the latest, Dropbox.

We hope this integration is a useful addition to manage your email attachments. As always, your feedback, comments and suggestions are welcome.