Customer Spotlight: Migrating from Salesforce to Z-CRM Saves Young Company Huge Money

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ICT_landing

“It all started with Jim Cramer.”

For those of you unfamiliar with Jim Cramer, he is a popular American television personality, former hedge fund manager, and host of CNBC’s Mad Money.

As Indigenous Corporate Training Inc. (ICT) founder and CEO Bob Joseph tells the story, “Years ago, I was watching Mad Money and he was pushing Sales Force’s CRM solution.  I knew we were at the point in our company growth where we needed a good CRM solution and one that could accommodate our growth.  So, from Cramer’s recommendation we began our customer relationship management with Sales Force.”

Soon however, Joseph realized that Cramer’s recommendation was not suitable for ICT…

The Business

ICT is a global training company committed to working collaboratively with regional, national, and international clients to provide a broad range of performance improvement training services geared specifically at helping individuals and organizations to work effectively with Indigenous Peoples.…


The 7 Project Manager Personalities: Which One Are You?

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With the myriad of project management resources available today to ensure organized and successful project completion, one could argue that the need for a personal touch is obsolete. However, as cloud computing and mobile apps have expanded our horizons for task completion, team work is now more important than ever to connect all the dots. Most importantly, the role of Project Manager – including his/her inherent abilities and personality traits – significantly affects the overall momentum of a project.

Maybe you fulfill the role of Project Manager (PM), or maybe you work with one on a regular basis. Do you notice a connection between the PM’s personality traits and the outcome of a project? Maybe your PM is a “Strategist” type that envisions every detail of a project and therefore actively ensures each team member is doing his/her part.…


Zoho Projects 4.0 Preview Is Here: New, Easier and Faster

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It’s been over a year since we started working on the new version of Zoho Projects and are very excited about it. We believe the new Projects 4.0 is the best version our customers have ever experienced.

We recently opened this new version in preview mode for a few of our customers and we are thrilled to share some of the things they had to say about it so far:

When developing Zoho Projects 4.0, we had 3 clear goals in mind:

  • Fastest Tool. All in One Page. 

    Your projects move fast. Zoho Projects moves faster. It loads in a flash, giving you a complete view of events as they happen.

  • See What’s Ahead Feeds keeps your finger on the pulse of every project. Plan for upcoming events/tasks, be alerted to missed deliverable, view critical requests and more.
  • Helps to do things you do everydayWant to know what your fellow team members are doing (or not)?

Email your files to Dropbox via Zoho Projects

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Last week we announced Dropbox integration in Zoho Projects. On this front today we’re listing out the possible ways to sync files in Dropbox via Zoho Projects.

Here’s how it works :

 

Email files and sync it with Dropbox
In Zoho Projects, every folder is associated with an email address. Just copy this email address compose a mail along with an attachment and click send.That’s it, your file is uploaded in Zoho Projects. And if this folder is configured for syncing with your Dropbox presto…your file is now available in your Dropbox account.

Push files from Zoho / Google Docs into Dropbox
Upload files from your Zoho or Google Docs into a folder that is already synced with your Dropbox account. This way your files are automatically pushed from Zoho or Google Docs into your Dropbox from anywhere.

Isn’t it cool ?…


Share from Dropbox and simplify your work in Zoho

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Zoho Projects 4.0 is keeping our developers busy working on some amazing stuff. While rest of us get to see the latest Projects News feed or the Task Details page interface shared with us in the team portal for feed backs.

The other day while working from home, I discovered few issues in Projects News feed interface and had to follow a sequence to share a feedback : Take a screenshot of the error, save it in a folder, login to Zoho Projects and upload the image files. In addition, syncing files with every machine be it a laptop or desktop was becoming very difficult across different computers.

That’s yesterday. Enter Dropbox integration in Zoho Projects, whether working from office or home all my files are now up-to-date and intact. I created a folder Projects 4.0 on Dropbox and synced this with Projects 4.0 folder of team portal. Now whenever I drop a file in my Dropbox account from home or work it is instantly shared through my Zoho Projects account with the team.…


Zoho Projects in Your Pocket : Our Native App for iPhone

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A mobile phone is the first thing you pick up in the morning, and the last thing you put away while you’re going to sleep. You browse with it, connect with your family, friends and interact with those that matter most on it. But that’s not all, it stays with you and keeps up with you where ever you are.

On this front, we recently made an announcement of Zoho Projects Native App for iPhone at our Zoholics event. With this update, we’re making it easier than ever to connect from anywhere and get your work done faster so your productivity never skips a beat – even if you’re in an airplane.

For Example, you can quickly get to know who is working on what in a project, check off your tasks when they’re done and manage timesheets from anywhere. Need to share an important detail? No worries, just pick your mobile, tap and share it with the team and voilà… your update is posted even when you are away on a travel.…


Creating Better Experience in Zoho Projects

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We evaluated the existing user interface, sketched out different designs, discussed the merits and demerits of each to have a flexible user interface that is easy to use. After an extensive design journey with many iterations,
finally arrived at the new version which we’ve shipped. We are very happy with the outcome and believe it simplifies your use of Zoho Projects.

Ease of use
This goal is obvious, but what exactly does ease of use mean in the context of a task entry ?

As an example, for regular task entry, one very important aspect of “ease of use” is that to enter or edit a task requires very few clicks. This is something done over and over each day and any extra click quickly turns into an annoyance for the user. That is why the new contextual pop-ups are designed to keep the number of clicks to a minimum in Zoho Projects.
Our contextual pop-ups offer a powerful and an easy way to enter tasks, create events in calendar, log meetings, associate documents/forums and do more right from the same page in matter of few seconds.