Customer Spotlight: When Landing the Right CRM Can Take You to the Next Level…and Beyond

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secita

“We had been through the ringer!”

Those were the words that Secita Solutions founder Mike Moore used when describing his search for an adequate CRM to use.

“I tried ACT, Sugar, Maximizer, and Vtiger and was tired of looking for CRMs…until I found Zoho.  As soon as I did, I started planning big things down the road for Secita because I immediately knew Zoho was going to take us to the next level…and beyond!”

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Customer Spotlight: Zoho Wins the CRM Battle and Helps Company Scale Up

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thefarm

“It came down to Zoho or Salesforce, and ultimately I know I made the right decision”

Four years ago, John Hood’s company, The Farm, was looking into finding a permanent CRM solution because the internal database they were using was “simply not cutting it and was ultimately hampering some of our sales efforts.”

Hood explored a myriad of CRM solutions including Sugar, Goldmine, Salesforce, and Zoho.

After a thorough exploration into CRM solutions, Hood made a decision on a CRM to go with, and hasn’t looked back since… Read more

Working with Zoho Creator? This is the event for you.

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Zoholics DevelopersWe are very excited to be organizing our first conference focusing on our developers. Zoholics Developers is a conference featuring sessions that deep-dive into Zoho Creator, the app building process and showcases the latest and the next on-the-charts from Zoho Creator. The event is scheduled for March 20-21 at Burlingame, California.

Be ready to grasp the tips & tricks from the experts and go back with your own Zoho Creator cheatsheet. Interact with your peers and learn from the remarkable apps they have built. Come prepared to transform your business processes and discuss your ideas or challenges one-on-one with the people who know Zoho Creator best. (You would have to book your slot right away, though.)

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SMS Notifications on Zoho Creator: Helps you reach out

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Does your business feel the need to reach out to your customers with intimations, updates or alerts? For instance, you may want to notify your customers about a change in tariff, send them a confirmation, communicate new/enhanced offerings or it could just be to build a rapport with the customers.

As evident as it is, you need good communication and engagement practices for your products/services for the customers to build/retain faith in you. The method of communication used plays a key role besides the message itself. And each unique situation is best complemented by a specific channel of communication.

As a product, Zoho Creator is constantly evolving. We are finding new ways to make it easier for our customers to do effective business with their customers. Since communication has become an important facet of a business, we are bringing in new solutions that cater to such requirements of our customers. One such offering which we have recently developed is the SMS notification.

As per statistics, 97% of the text messages are opened compared to only 5% of emails, while 83% of the text messages are opened immediately or within 3 minutes of their arrival, emails have a much larger gap period. Needless to say, SMS has penetrated as a preferred channel of communication for the short & important messages.

Now it is easy to send a “Thank you” SMS when a customer fills out an order form. You could select the notification option when records are modified. The next requirement that pops up commonly in businesses is to notify when a condition/criteria is met. For this, we have a Rule Builder, which makes it easy to set the conditions and invoke an SMS notification. The combined power of the SMS notification and Rule Builder empowers you to meet many business requirements easily. To make it more convenient for you, Zoho Creator has integrated with popular services like Clickatell and Twilio.

Yet, there maybe requirements that may not be solved with both. For instance, you may want to remind your users at a particular time, like on the day of appointment. In such a scenario, you could simply schedule the SMS notification. For similar and other more complex requirements, we have provided predefined deluge script functions. Just create a schedule with an appropriate configuration and write a single line of code and the appointment reminder workflow is ready.

Want to take a spin, just checkout the SMS Notification and Rule Builder.

 

Zoho Creator: New Intuitive UI, Customer Portal, Mobile Apps & SMS Notification. Yes, All this in one release.

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You and Zoho Creator, are an unbeatable combination when building solutions for your unique business. You would be happy to know that your best ally is now better equipped for the business challenges that you face.

New Intuitive User Interface

Our new UI has a flat-interlinked-monochromatic design that can help you build apps more intuitively and in lesser time. The UI organizes the favorite tools into clear sections, interlinks the pages for easy navigation, resulting in a substantial reduction of time spent in building the apps. Now that it is easier to build apps, you would find yourself building apps more frequently.

The UI provides a dashboard with direct access to all the applications, its associated forms, reports and settings. From the dashboard, you could take periodic back-ups of all the data and thus free yourself of the additional work.

Zoho Creator New Intuitive UI

Customer Portal

Customer Portal is a great platform for you to collaborate with customers or other external stakeholders. The secure portal allows clients access to restricted information. For instance, with a Zoho Creator Customer Portal, your customers could login to check the status of their order, change order request, view their previous transactions or even place a repeat order easily. It allows your re-sellers to view their sales reports and track their personal performance. It is the perfect platform for you to share particular files only with restricted people. These are just a few things you can do using the Customer Portal. Try it out and see what business challenges it meets for you.

Mobile Apps

The native mobile apps for Android and iOS devices ensure that your team has uninterrupted access on the go and remain in sync with each other at all times. The apps are available on Google Play and Apple store. Download them now.

Mobile Apps Zoho Creator

SMS Notification

SMS notification feature enables you to pass on time-critical information instantly. We have integrated with popular services like Clickatell and Twilio for this. You could now send out a notification when a record is modified or a certain condition is met. Use the drag-drop rule builder to easily create any complex conditions and activate the SMS notification. for the criteria being fulfilled. You could set scheduled SMS reminders for a later date or simply send a “Thank you” SMS instantly.

As for the Zoho Creator team, we have never stopped innovating and never intend to. So, tinkering on a small scale and rebuilding on a large scale will continue to add value. Our promise is on a better product everytime and that will never be broken. As we say, possibilities are endless, but each of you has a specific requirement and we are all set to meet those.

The Creator team would like to meet you all. Join us at our first Developer Conference on March 20-21. Read more details here.

View Customer Info from 3rd Party Apps with Custom Related Lists & Gallery Scripts

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Recently, we introduced Custom Related Lists that gives you a holistic view of your customer’s information from Custom Apps and third-party applications right within your CRM system. Today, we’ll explain it more in detail.

Imagine this situation – Charles Stone heads the sales team for Zillum Corporation. Apart from assigning sales targets and forecasting he reviews sales expenses, travel plans and meetings with prospects. Since his sales reps travel extensively and the expenses can’t be reported on a daily basis, they enter the travel details and expenses using Zoho Creator’s Mobile App.

crm-desk-mobile

This data is in turn linked to each prospect and displayed contextually in the Contact details page in Zoho CRM. So, Charles no longer has to toggle between tabs or sign in to different applications. With all the information in one single place, Charles can analyze the return on investment for the deals won. Needless to say, there is also an overall increase in the entire team’s productivity and time is made use for more sales follow-ups. But, there’s more to this!

Contextual Integration with 3rd party Apps
To kick-start, we’ve integrated with third-party applications, like Contactology and Saasu Invoices. Just select the service from our Gallery of pre-defined functions, and instantly get the customer information from the app within your CRM.  And, of course, we’ve more integrations in line. We’ve also contextually integrated with Zoho Recruit.

Developer Tools For Programmers
If you have a flair for programming, we encourage you to write your own Deluge function. You can use it for your own purpose or we will work through the function and help you share it with the user community.

Sounds interesting? Then try out this feature and leave us your comments below.

- Vaishnav

All in a day’s work..

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Business Man

Recently, I came across a wonderful article shared by a friend on 6 personality and work environment types. The work environments recommended according to personality types made a lot of sense.. I found myself mentally screening myself and other friends, if we were in the right jobs.. Most of us, thankfully, are.

What also set me thinking was, is it possible for one person to assimilate in himself all the personality types and thus be suitable for any work environment?

The answer stared at me like a writing on the wall. YES. If we consider each personality type to be a hat, wearing a different hat at different times is what we all do. Only we don’t do it consciously. And more importantly we are not forced to do it. But what about those who do it consciously and with elan? Who you ask.

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