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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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.

gUnify and Zoho CRM – Automatically Log VOIP Phone Calls from Google Apps to CRM

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This is a guest post by Harprit Bhui, coFounder of gUnifya cloud-based Unified Communication System connecting Zoho, Google Apps, and Broadsoft Hosted VOIP.

gUnify is specifically designed and built from the ground up for businesses running Google Apps. It is compatible with hosted PBX systems running on Broadsoft and Zoho CRM. gUnify seamlessly integrates Google Apps, phone systems, and Zoho CRM to enable automatic call tracking and logging directly from Gmail.

As an organization, communication is the key to your success. And not being able to capture the details of your sales and support team’s phone calls in real-time can result in loss of sales, lack in customer service and lost billable time.

gUnify improves your sales and support team’s productivity by tracking individual telephone performance. This is achieved by automatically integrating all phone calls made from the gUnify application. All phone calls made using the gUnify application and associated device (traditional phone, soft phone and mobile) will be automatically pushed to activities module in Zoho CRM; where you can view the details of the call record including: the phone number, who made the call, date/time of call, call duration, notes and tags associated with the call; all in real time.

You can also analyse the key sales and support indicators, such as number of incoming calls, number of outgoing calls, duration of calls and the destination of calls.

Getting started is simple and quick, once gUnify has been installed on your company’s Google Apps domain. Each user of gUnify should perform a few easy installation tasks to enable the gUnify Plug-in for Zoho CRM , which can be found in Settings within the gUnify gadget.

Email With CRM inside; A Must Have For Sales People Who Live In Email

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So you managed to set up this fantastic Customer Relationship Management (CRM) application, which is without a doubt helping your sales team close more deals faster. But then, it dawns on you that some of your sales people are still obsessed with using Email for exchanging messages.

The more you notice them spending time in keeping the two tools in sync, you get this nagging feeling that maybe your Email service and CRM should interact with each other?

Let’s face it. It is an irrefutable fact that we are all still obsessed with checking and responding through Email even amidst the burst of social media channels. You simply cannot write it off, particularly as a communication medium for business. Trying to treat CRM and Email as two exclusive tools, is probably not too prudent.

In our view, as a provider of online business apps that include an award winning CRM and ads-free business email service, the stance to take is not CRM or Email, it is CRM and Email, integrated with each other.

For instance, imagine how nice it would be if, from within your Email service you could:

Automatically identify leads, prospects, customers (or in short CRM contacts)
You just realized that you promised to send an email with some important documents attached to a new prospect with a first name….Patrick, last name….ugh….? You hit compose in your Email interface, start entering ‘pat….’ and bam!

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There amongst the list of possible Patricks, suggested automatically, under a section clearly demarcated as ‘CRM Contacts and Leads’, you find ‘Patrick…..Yee’. Yes, that’s him. You select his email id and start composing your message. Without having to navigate away from your Email.

Auto-magically filter emails from the people who matter most (that is your CRM contacts)
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Your Inbox is overflowing as usual and you wish to somehow directly get to those emails that are truly worth reading and responding to.

Oh wait! Since your Email connects with your company’s CRM, your CRM contacts’ messages are automatically filtered into your ‘MustReadEmails’  folder. Better to check this CRMBox in your Inbox then.

That’s a relief!

 

Equip yourself with utmost information about your leads and prospects
Hasn’t there been at least one instance where you ended up confusing a prospect because he had conversations with multiple people in your business, who were out of sync with each other?

zcg-crm2Thanks to the CRM contextual gadget in your Email, you can now quickly skim through notes recorded about a contact by your colleagues, events and demos scheduled, completed and more. Having gained a deeper insight on the accumulated impact of interactions as team, rather than just you individually, you can proceed to create new CRM tasks from within your email. And all of your actions will directly reflect in your business’ CRM. Nice, isn’t it?

Now wouldn’t it be wonderful if Email & CRM are integrated with each other in such non-intrusive, contextual ways?

Does your Email service include such CRM integrations? Does your CRM come with a MailMagnet?

Isn’t an email service with CRM integrations, a must have for sales people who live in email?

Well, these integrations are already in place between Zoho Mail and Zoho CRM. Maybe it’s time you switched to a smarter email hosting service, built for business use?

Gather Data. Know Thy Customer. Zoho Campaigns Integrates with SurveyMonkey

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In a recent team meeting I was asked this question: “What’s the aim of Product Marketing?” My answer was almost instant and I found myself saying, “To know and understand the customer.” I further explained that the crux of what I do depends on understanding the customer needs and opinion. It’s actually a cycle – know the customer needs – take actions – communicate – get feedback – make changes again.zcampaigns-surveymonkey

This is the reason surveys play an important role for any product marketer. Customer Feedback Surveys are the best way to understand the feelings of a very large customer group at once. The information gathered can then be passed on to the Engineering, Sales and Customer Support Teams, and decisions on the product can be taken accordingly.

So, how do I go about getting this feedback from customers?
Here’s how it goes: Read more