Customer Spotlight: From “A La Carte” Experience to a Zoho Buffet

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A1A1 Energy, an energy consulting firm, first opened its doors just over a decade ago. “We were selling energy efficiency before it was cool to be energy efficient,” Jon Porreca said.

Porreca is one member of a small, family-centric staff that manages the day-to-day administrative operations in Lancaster, Pennsylvania, a town roughly 80 miles west of Philadelphia. A1 Energy partners with contractors to assist governmental agencies, industrial, and commercial clients in maximizing their energy efficiency.

“When the go-green movement hit that really helped the energy industry, and it helped our business grow,” he said. “We got our start with coordinating the installation of high-bay industrial lighting systems, and to this day, lighting is still a lot of what we do.”

For a lot of small, family-owned businesses, effective communication and streamlined project management are vital to success. Every penny spent on a time-saving office suite or on CRM technology needs to generate healthy return and aid in the overall growth of the business.

“We weren’t the most tech savvy back when we started,”  Porreca said.”We didn’t even have something as simple as Excel spreadsheets to track anything. Each person had their own system that they used, but there was no repository to keep and to share information.  Eventually our business grew to the point where we needed to make a change in our processes. Read more

Wine, chocolate and data.

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This is a guest post by Stephanie Martin, CEO of Exigo Group, one of the valuable partners of Zoho. Steph is based in Orange County, CA with her continuously increasing pack of rescued Boxers (current count is 3).

Successful sales and marketing professionals need data to drive more business. They are always on the lookout for the best companies to target and in search of the right people to reach out to.

They try hard to know who’s who, who is an influencer, who is a decision maker, who left the company, and who just joined or got promoted. They want to know the latest and greatest about new prospects so they can launch awesome campaigns and come up with a timely proposal that resonates. Sales and marketing pros want to relate to their prospects on a personal level; they want to break the ice.

Capture integration

So they turn to a myriad of resources to get data and then use it in context to drive their business. Their success hinges on data – its readiness, its taste and freshness. Very much like wine and chocolate.

But how are wine and chocolate consumed? How are they processed and delivered?

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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.

Talkdesk-and-zoho-CRM(1)

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:

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