Introducing Zoho Forms: Forms for Mobile Teams

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Forms is all about entries, and entries mean data. Data that you have to study and act on, so why resort to stacking them in your basement — where they collect dust?

Wouldn’t it be easier to create, share and submit forms on mobile devices, and then have the data automatically synced to the cloud?

Introducing Zoho Forms: the smart solution to bulky paper forms. Take a peek at what you can do.

Zoho Forms combines data collection with two of today’s powerful technologies: cloud and mobile. The result is a mobile-friendly form builder with all the data secure on the cloud.

A simple builder and an intuitive interface simplify data collection. Your perfect form is just a drag and drop or a tap away. Distributing it is just as easy; share privately within your organization or as a public link.

It doesn’t stop there.

For additional authentication, add and enable approvers to accept or deny entries; edit, comment and collaborate on form entries. From anywhere you are, to anywhere your team is, assign tasks and receive instant notifications on mobile.

The analytics page graphically represents your form’s activities online. And in just a few clicks, you can create and share reports with your team.

As always, Zoho enables you to keep your work in one place and reach out for anything, anytime. Zoho Forms integrates with other Zoho services like, CRM, Support, Campaigns and Sheet. Third-party integrations include MailChimp and Google Docs. Powerful integrations, just a click away.

Zoho Forms is now available on the Google Apps Marketplace as well. Everything, on your favorite mobile, tablet or the web.

Does it sound like a deal? Try Zoho Forms for free and seamlessly interact with your mobile team.

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