HelpOnClick live chat software and Zoho CRM join forces

Posted on August 7, 2012 by Sharanya R

This is a Guest Post by Neran Ashkenazi, CEO of OnClick Solutions Ltd.

What if I told you that you could generate at least 40% more leads without generating new traffic to your site? Sounds good right? Then you’ll love the innovative chat system we at HelpOnClick have to offer.

Including live chat in your site will give you an advantage over your competitors who do not have this capability. Customers in the digital age do not want to “open a ticket” or send an email through a “contact me” section. They want answers now. Having a chat capability enables this impatient potential customer to have a chance to ask a question in real time and get an answer right then and there. When they get what they want, they’re more likely to continue talking with you and buy something.

To get a better understanding of how this works picture yourself going to a new retail or service business online.…

Make your sales happen with Zoho CRM for Google Apps – GDLsystems.com

Posted on July 6, 2012 by sindhuja

Regardless of the size and kind of a business one does, sales matters. To make the sales happen, one needs to have all crucial information about the opportunities in the market and make quick decisions. And that is exactly what Juan Pablo Orozco, CEO of GDLsystems, has in his mind. He says “If you don’t have the real time information, you are blind and you can’t take decisions. If you can’t take quick decisions you will be out of the business”

Juan wanted the best CRM software which would help improve sales. And here is how Zoho CRM facilitated GDL systems with finding more business opportunities in the market.

About GDLsystems.com:

GDL Systems is a Mexican company based in Guadalajara, Jalisco. Juan has 12 years experience in the field of IT and his expertise led him into starting his own organization in 2008.…

Running Multiple Businesses on One CRM Platform

Posted on June 18, 2012 by David Spark

Young Eric Hans Shaefer organizes the bits of his very busy life and businesses all together on one single instance of Zoho CRM.

The Business

At 23, Eric Hans Shaefer has already become quite an impressive Renaissance man and entrepreneur. He runs a series of successful businesses including a luxury rental service in Hawaii, an online video prayer site, and a web development company. On top of all those entrepreneurial ventures, he is a Christian artist that has worked as a standup comedian, actor, and musician that tours across the U.S. and the world. He used to manage all his life and businesses with a multitude of tools and a very scattered brain. Now he just uses Zoho CRM.

The Challenge:

Shaefer started his luxury rental business with very little organization. While he scheduled lots of online advertising, he really didn’t have a system to manage the calls, the contact information, or payment processing.…

Market Dojo found the smart way of managing customer details – Zoho CRM for Google Apps

Posted on June 11, 2012 by sindhuja

Market Dojo is one of the pioneering e-Sourcing software providers. They are a UK based company and formed in August 2010. The founders have many years of experience in software, procurement and consultancy. They pondered over developing a SaaS product that would simplify buying and selling of goods and services, looking at a paradigm shift in the market, ultimately bringing sourcing software in house. And as a result Market Dojo was born. This software has the capability to help the procurement professionals run eRFQ’s, RFI’s, questionnaires and both Forward and Reverse auctions. The users can go out to the market, analyze conditions, collate prices and negotiate with the sellers. They also have new capabilities such as an innovation tool where you can asses supplier ideas outside of price.

Challenge:
Market Dojo is an organization with 3 employees all working virtually.…

Just In: Advanced Analytics for your Zoho CRM Data – Powered by Zoho Reports

Posted on June 6, 2012 by Arvind

We’re thrilled to announce the Zoho CRM – Reports integration, an important new update that gives access to a host of advanced analytics features to Zoho CRM users. These are features that enable you to be on the top of your CRM data and help you make better, informed business decisions.

Seamless Integration
Typically, CRM software providers depend on third-party BI vendors to provide plug-ins. The obvious issues with this model being the users now have to use two different systems, and such BI connectors can be cost prohibitive too. With this add-on, Zoho becomes a unique vendor who not only does both CRM and business intelligence, but also offers a seamless CRM/BI solution.

Advanced Analytics
Zoho Reports being a full-fledged business intelligence and reporting tool, makes it easy to ‘slice and dice’ your CRM data.…

Doing a task more than twice? Then, Automate it.

Posted on May 9, 2012 by Sharanya R

“Anything that you do more than twice has to be automated.”
-Adam Stone, CEO, D-Tools

Our daily work pattern will have certain activities that we repeat on and off. And when I say ‘on and off’, it means several times that span the entire workday. Take this typical cold calling scenario, for example:

You, as a sales rep, have a list of leads that you call on a daily basis.
Now, every time a lead accepts your proposal, you send a ‘Thank you’ email to the person.
You also update the ‘Status’ field in the lead’s details page to ‘Contacted’.
And finally, create a follow-up task – To call this person after 10 days. The task reminder will let you know about this on the 10th day after the first call.

Now back to what Adam said: The activity of sending an email, updating the field and creating a task is something you do several times in a day.

…

Reach out to customers on birthdays and holidays with Coconect and Zoho CRM

Posted on March 19, 2012 by Sharanya R

This is a Guest Post by Melinda Yeoh, CEO of Coconect.com.

We understand that it’s tedious to remember and send birthday greetings to customers. Also, when you are busy, it’s easy to lose track of the time where you didn’t keep in touch with your contacts – An easy mistake for most business owners & sales professionals.

Coconect now integrates with Zoho CRM so that you will never miss sending birthday greetings to your customers. Plus, you’ll have a systematic way to schedule in bulk and send messages, the whole year through. You also do not have to set reminders and tasks for each contact one by one, hooray! All you have to do is to link your Zoho CRM contacts, and your e-card or text messages will be sent to your contacts for the whole year.

Why are we doing this? We believe that every great business is built on relationships. And two things are needed to build a relationship – time and effort.…