Eagle-eyed users of Zoho Survey would have noticed a few more options popping up over the past couple of weeks. Wondering whether you might have missed any? Here is the whole list:
Transfer your Survey
Have you ever been in a situation where you created the perfect survey, and your friend begged you for a copy? Or you simply wanted to move your survey from one account to another, without losing all the reports you have painstakingly gathered? It’s quite painful to type the whole thing out again.
The ‘Transfer Survey’ feature bypasses these issues. You can now send a ‘Copy’ of your survey (reports excluded) to any account. You could also ‘Move’ your survey (reports included) to another account. Read more
In a technology-world, connecting face-to-face is something that rarely happens, but it’s still our favorite way to connect with our customers. This is why we want to invite all of our customers to join us for a three-day event at our headquarters in Pleasanton, CA.
Zoholics: Sales and Marketing only happens once a year. It’s a reunion where we make product announcements and give you early access to new product features and integrations.
It’s also important for us to hear from you. These three days give us the opportunity to have one-on-one sessions with you where we can answer your questions and, hear the good, bad and ugly moments you’ve had using our products. This helps us continue to provide fresh and useful improvements to the products you’re using.
Please consider this your formal invite to join us at May 19th-21st, 2015.
As you read this, an employee in some part of the world is struggling to submit his expenses in order to get reimbursed. And his manager is having a miserable time going through a stack of expense reports that aren’t making her day any better. Finally, an accounting department is waiting on employee expense reports to close the books.
The expense reporting ritual has been the bane of many organizations. The frustration and lost productivity due to expense reporting is draining. Employees come back from business trips tired and tapped with action items from the trip – completing their expense reports is the furthest thing from their minds. After procrastinating for months, inevitably, the es of receipts they saved from the trip are less than comprehensive, and they are unable to fully and accurately complete their reports.
Managers have an equal disdain for expense reports. Managers know they are the gatekeeper for reimbursements and feel the pressure from anxious employees to complete them. Yet, carving out several hours a week to review and approve expense reports is several hours they don’t have. Read more
This is a guest post by Tiago Paiva, CEO of Talkdesk – a leading browser-based call center software.
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
“We had more Excel files than we knew what to do with.”
It was September 2014 and national head of auction operations G. Praveen Kumar knew that a change had to be made.
“It was simply becoming too complicated to manage a multitude of shared Excel files for all of our data. I knew we needed a secure, online solution to manage our deals and work flows, but quite honestly I wasn’t sure where to look, or which platform would be the best.
I knew we needed something, and I wanted it in place before the start of fiscal year 2015. I needed something online that we could learn very quickly, where we could store our data and share it across users. There was a real sense of urgency to get something in place.”
In early 2014, Forrester Research predicted that there would be an increased number of organizations who would adopt a more disciplined approach to customer experience transformation.
In December, Gartner released its 2015 predictions in CRM. One of the key findings is that the number of organizations that receive 100% CRM functionality from the cloud will increase and that the digital disruption will cause win or lose customers.
Don’t let your CRM initiatives become stagnant. Use it to bring life to your business. Help your sales and marketing teams be successful in 2015 with these New Year’s resolutions: Read more
“Each of our sales was averaging between $10,000-$200,000 and we badly needed a CRM to help manage these large groups!”
It was mid-2012, and JusCollege, a startup hospitality company focused on booking vacations for large groups of college students was just beginning to get traction.
As co-founder Allan Teruel recalls, it was an internal incident which prompted the search for a CRM solution.
“We were using Google Docs for sales tracking and one day we accidentally deleted a very key Google doc that had important customer information – this was because Google Docs was not really meant to be used as a sales tool. At that point I decided we need to make an investment into some kind of a software to manage our sales pipeline and began what turned out to be a very brief search before I found Zoho.”