HelpOnClick live chat software and Zoho CRM join forces

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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. You arrive at the site and notice that you are being asked to join a live conversation. You find this great because you have tons of questions to ask and were just about to leave the website. You join the chat and realize you are talking to a live person. You get your questions answered in a short amount of time. As a result you buy the product or service or schedule a phone call to continue the discussion.

CRM software in many ways become more advanced over the years. The need to maintain a strong relationship with your customers is an important rule to follow. Zoho CRM is a great system to do that and close sales. But to do that, you need the leads. That’s where HelpOnClick comes in with our new live chat to Zoho CRM integration that will allow you to enjoy both worlds.

Are you new to HelpOnClick live chat? If you are, we’d love to offer you, as a Zoho CRM blog reader, a free 14 day tryout + 80% discount on your first paid month. Just use coupon code ZOHO during checkout. Check us out on our website: http://www.helponclick.com

- Neran

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

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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. There are now 12 employees working for GDLsystems. GDL Systems specializes in information technology, with a mission to provide small and medium businesses access to useful Web applications and systems. Their main line of business are e-Commerce development, Web Page development, Web Application development and Online Marketing.

The GDLsystems team

Challenge:

GDLsystems was looking for a service that could help them improve their sales process. They wanted to analyze the market and find out more profitable opportunities. When asked Juan about the challenges they faced in the business he said ”People with several roles can forget important tasks and in turn there are chances of missing some opportunities.” He also added ”Being a small business often means more business areas than people and that means each individual must play several roles. In such a dynamic industry, cash flow can change for better or for worse on every month and we must be able to predict sales. Also small business has a tight budget but the needs are always big that is we have to grow and in the same time need to contain cost” 

Solution :

“I was looking for a CRM in Google Apps Market place and found Zoho CRM. Meantime we also evaluated SalesForce, SugarCRM, InfusionSoft among others. After evaluation and recommendations from friends I decided on Zoho CRM.”  ”No upfront cost, you pay as you go. So every business can afford to run Zoho CRM.” commented Juan on the pricing.

There are currently 4 members in their organization who use Zoho CRM. For more than a year now, they have been employing it for different purposes such as Lead registration, Lead conversion to Contact/Account, Opportunity registration/tracking and follow up, Opportunity report, Email automation, Task management and a lot more. Juan said ” The best part is, we can customize Zoho CRM just the way we want it.”

Result:

“I can’t imagine our Sales Department working without Zoho CRM.” said David Orozco, Sales Manager, GDLsystems and Juan added ”Zoho changed our sales process and we have a solid process now”

He also said ”Zoho CRM allows us to have a real time information to predict sales and income for the month. It helps us focus on the most profitable opportunities and made our sales team more productive. We can now create reports and export valuable information for further analysis. Zoho CRM also increased our ability to respond to customers more quickly than ever before.”

Thus after a long search Juan has found what is best for his business. Its time for you to find the right solution for your business.

Go ahead and try Zoho CRM for Google Apps now!

 

Running Multiple Businesses on One CRM Platform

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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. Realization hit him when the calls started flooding in and the information was being left on scraps of paper and digital files everywhere.

How discovered Zoho:

A woman who ran a companion tour company in Hawaii introduced him to Zoho. It was at this point he realized that this was the tool he could use to could organize all the elements of his multiple businesses and his creative pursuits. He immediately started using it and got ramped up in just a couple of months.

“Being able to use Zoho to help me out with my business has helped me fund my passion,” said Shaefer. “What I have found is that when I have so many different things managed in one spot I get a lot more productive.”

Competitive analysis of CRM:

It really took just that introduction from a friend to be sold on Zoho. Shaefer had used other such information organization type applications, such as Evernote, but they didn’t have the organization by person that Shaefer needed. They simply didn’t have the focus Zoho had, said Shaefer.

Unique use case of Zoho CRM:

What’s so unusual about how Shaefer uses Zoho is how it manages his many different businesses and his creative pursuits. For each business and his tour schedule, he’s divided all the information into tabs.

Zoho has also become an information repository for Shaefer. He grabs screenshots and PDFs that he thinks would be valuable to his customers, tourists. He includes images so often in his use of Zoho that he would like a drag and drop feature with Zoho and see the pictures in line with the contact instead of having to download attachments.

Shaefer also wants greater management of his phone calls, especially as he’s taking many of his calls via his Android phone and he uses Zoho CRM on his Android phone. Zoho does have a Log a Call feature and there are plugins such as Ringio that offer similar services.

Advice for others: 

For someone who was in his same situation as he was, Shaefer recommends Zoho for the following reasons:

  • You can customize it to whatever you do and however many businesses you have. Even likes you can actually customize the colors and look of the application.
  • Zoho has great customer service. You can actually talk to the people if you have a question or problem.
  • The Zoho fellowship and community is growing making it valuable for everyone.

If you’re not using a CRM application such as Zoho, you’re losing money, said Shaefer.

“I was personally losing money because I was not having everything kept track of. I would call these places and not have the right dates and the right names of people,” Shaefer said. “I had credit card information strewn throughout my house.”

Now that’s no longer the case as he accesses Zoho from any device – his computer, iPad, and phone – and all the information is in one application online.

For more, listen to my full 16 minute interview with Shaefer.

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

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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. Being one of the leading e-Sourcing software providers, they wanted to keep track of sales and find new business opportunities in the market. They also wanted to maintain the contact details of their customers and support them with ease. With such needs, finding a single versatile software that would serve all these requirements, was definitely a herculean task.

Market Dojo has knowledge of many different CRM software such as Salesforce, Goldmine, ONYX and Act. But finally they found that there still were some demands which these packages did not meet. They were relentless and kept searching for one such software that would help.

Solution:
After analyzing a lot of different packages and web research, Market Dojo found Zoho CRM in Google Apps Marketplace. Zoho CRM, a simple and easy to use CRM for small business, lets users close more business deals in short time. Users can track and automate sales activities, manage customer details and helps users connect with customers.

Market Dojo has been using Zoho CRM for more than a year now. “Zoho CRM has all that you require from a CRM system without the large price tag” said Nick Drewe (Co-Founder). Alun Rafique (also a Co-Founder) added “It helped us to easily track calls, contacts and opportunities. Although we are just about to start using it for marketing automation”. Zoho CRM assisted them to carry out the business without any hassles. Alun said ” Zoho CRM is intuitive, customizable, functional and also has a suite of other products that can interface into it.”
He also added “Zoho has let us use professional tools normally reserved for businesses with large pockets. Very similar to our tools and our philosophy.

Result:
With Zoho CRM in place, Market Dojo now runs its business in the cloud without any difficulties. “Zoho CRM is absolutely simple and quick to customize to tailor our business needs” said Alun. He also explained “For a small businesses there are no real ERP systems and you have to look at many products which do not interface together and you need to spend time and money to make them work. With Zoho there are a suite of applications that work very well together and thus provide a ERP system for a small business. As we are a tech company, the tools that have been developed by Zoho fit very well. The alternative is to look at a suite of best of breed products, although, as many of the Zoho tools are already best in class, there is no need.” And we are very happy to hear him say “Zoho has lots of other tools that we would also like to use such as Zoho Support, Zoho Wiki and Zoho meeting and the great thing is that they integrate and are very easy to pick up.”

 

 

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

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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. With more than 70 100 pre-packaged reports and the ability to create any number of ad-hoc reports, this add-on is a must have for all those who see their Zoho CRM data as a goldmine that’s to be extracted for full value.

Sharing, Scheduled Emailing and Printing of Reports
Zoho Reports being accessible online with just a browser, makes sharing and collaboration with your colleagues easy. Not just sharing reports online, for those who like to see their reports as pdf/xls/jpeg, scheduled emailing and printing of reports is possible too.

Other than the above, Zoho Reports has a drag-and-drop report designer, which all sales managers will find very easy and intuitive to use.

All the above is now available with just a few clicks in your Zoho CRM account. The below slideshow explains how to set up this add-on.

As of now, we have launched this add-on for Zoho CRM Enterprise accounts alone, with plans to open it for CRM Professional accounts in the near-term. UPDATE: This add-on is now available for all Enterprise, Professional and Standard accounts.

Try out the 15-day free trial of the Zoho CRM Advanced Analytics Add-on now! More details about the add-on is available at http://zoho.com/reports/crm.

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

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“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. If this was automated, think of the time you’d save! Enter Zoho CRM Macros.

Zoho CRM Macros support Email,Tasks and Field Updates. So, by creating a macro for the cold calling scenario above, all you have to do is to select the contact, and then run the macro. Your work is done and you can focus more on Prospecting.

How do you create Macros? Here’s an Online Guide to help you.

- Sharanya R

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

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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. We cut down both, and even added some fun in exchange! Coconect is an efficient way to build relationships and stay in touch consistently with many customers in one go. While Zoho CRM concentrates on helping you to manage contacts and follow up your sales & marketing pipeline; Coconect provides an extension to reach out consistently to your contacts on holidays and events, without overloading them on sales messages.

Go ahead and give it a try, we are pretty sure that your customers will be impressed by your thoughtfulness.

Oh yes, join us on Facebook too.  Looking forward to see ya!

- Melinda