Customer Spotlight: EcoMark Solar Migrates from Salesforce to Zoho

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ecomarklogo

“The cost is just too high.”

These were the words that echoed a year ago when EcoMark began growing and adding users to its CRM system.  At the time, they were using Salesforce, but as is frequently the case, the return-on-cost of the system made Salesforce increasingly impractical as EcoMark began adding more users.

Having been in business for two years and now experiencing rapid growth, EcoMark was at a technology crossroads of sorts.  It was time to determine which CRM to use for the foreseeable future – bite the cost bullet and hope Salesforce eventually pays off, or try another solution. Read more

3 Tips to Make Sales Reps love (and use!) Your CRM

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Let’s face it. Most of your salespeople don’t like using a CRM system. They don’t like the manual data entry that’s involved to update it. They don’t like to spend endless hours doing reports. And most frequently, they complain about their CRM system not being user friendly. But as much as you can blame your CRM software, you can also blame the way it’s been setup, the way it’s been implemented and managed. So how can you make your CRM system friendlier and get your salespeople to embrace it?

Here are 3 tips that can help sales reps get things done better and faster:

Read more

Zoho Recruit: Pre-Bundled Reports

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Here’s an exciting news for all you Zoho Recruit users!
Analyzing your organization’s business performance is no longer a difficult task. Your favorite Applicant Tracking System Zoho Recruit now features the Pre-bundled Reports that gives you a visual glance of your organization’s performance. Lets now see the different reports that are available in Zoho Recruit.

Overview:
The reporting dashboard gives a quick view of  the Total Job openings, Candidates, Clients and Contacts. Apart from this you can also have a consolidated graphical representation of  your business progress and users activities.
Job Openings:
This section lets you to view the Job Openings report with different statuses that have been added till date. Here, you can also download the entire job openings summary report.

Candidates:
Four different reports is generated in the Candidates section – resumes that are forwarded to clients, candidates with different status, candidates hired from different sources and the actual sources of the candidate.
Interviews:
This reports gives you the summary of interviews like, hired, pending, rejected,etc., and is displayed in a pie chart format. You can also view the interviews by source, which helps you to identify the sources from where the maximum interviews get scheduled. 
Clients:
With Clients report you can easily identify the overdue jobopenings for each client, and also the top clients who gives you good business. You can also download the client summary report from here.  
Users:
This report displays the users performance based on the assigned job openings/candidates, scheduled interviews and candidates forwarded to client vs hired.

You can generate the above reports in weekly and monthly formats. Other than the above pre-bundled reports, we plan to come up with ‘Custom Reports’ shortly.

As always, we look forward to your feedback about this new pre-bundled reports feature. Let us know your views in the comments section or mail us at support@zohorecuit.com. You can also follow our updates on Twitter and Facebook.

New in Zoho CRM: Navigation in Reports, Russian Language Support and More

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Today
again, I bring you news on the latest enhancements in Zoho CRM. In our latest
update, we have addressed some of the following customer requirements:


Navigation in Reports - Now there is no limitation on the number of records that are fetched in a report. A report will list all the records with the matching criteria which are accessible to you. Please note that a maximum of 2000 records will be listed per page and while exporting, you will be able to export the report one page at a time.



Enhanced Workflow Rules Limit – If you are using the Enterprise Edition, you now have the advantage of creating 30 workflow rules/module compared to the earlier limit of 20 rules. 



Russian Language Support – Russian users can now use Zoho CRM in their own language. Russian Language is yet another addition to the long list of languages that we support.

Record Owner in Mail Merge - Your mail merge documents can now include the record owner’s information too.

We would like to know your feedback on these Updates. Please drop us a comment here or connect with us on twitter and facebook.

Zoho Reports: Create Reports Over Multiple Tables Using Auto-join

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With Zoho Reports, you can create a variety of reports including charts, pivot tables, dashboards, query/summary tables etc. Till recently, all such reports were created over only one table i.e., the columns you used for a report should belong to the same table. If the columns spanned across tables, you had to create a Query Table first and then create reports over it. Not anymore. With the new

Auto-join

feature, you can now create reports easily using columns from multiple tables, in much the same way as you create reports over a single table.

For the Auto-join feature to work, the tables are to be related using the

Lookup column

feature available in Zoho Reports. When you create a new report selecting any of the tables with a lookup relationship defined, columns from all related tables will be listed under the

Columns List

panel in the report designer. You can drag and drop columns from across tables, to create your reports.

Consider this scenario. An

Employee

table containing the

Employee ID

,

Employee Name

&

Department

. And another table

Salary Details

containing the salary info. These two tables will be linked by the

Employee ID

. Let’s say you want a report on employee salaries based on departments or number of years of experience. With the newly introduced Auto-join feature, you can easily create such a report, spanning columns from both the tables.

The below video shows how a report is created using the auto-join feature.

Hope you like this new Auto-join feature. Try this feature in

Zoho Reports

now.


Note

: As a New Year special, we are running a limited-time, special discount offer for Zoho Reports. We are offering 25% off on annual subscriptions and 15% off on half-yearly subscriptions. Our pricing details

here

. Subscribe now and take advantage of this special offer.

Integration Between Zoho Apps: Part III

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This year we have focused a lot ​on contextual integration. This includes integration between Zoho Apps as well as integration with external apps. I want to briefly highlight some of the new integrations between Zoho Apps​ (also check Part I, Part II).

Zoho Wiki Integration with Zoho Projects

Zoho Wiki & Projects are two different types of collaboration tools. But when you have a need to collaboratively create content, then our Zoho Wiki integration with Zoho Projects can be really handy. Content can now be created in the context of the project you are working on. More details on this integration is available ​​​​​​​​​​​​​​​​​​here.