Three Different Businesses. Three Different Requirements. One Solution: Zoho CRM

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  • ALTUS Wealth Solutions

    , was looking out for an

    alternative to the expensive Salesforce CRM

    they were using.

  • Anderson Sales Advantage

    wanted a

    no-frill, easy to use CRM

    to train newbies.

  • JetHub

    was scouting for a

    secure online CRM

    for its distributed workforce.

And, all of them chose Zoho CRM.

We are quite happy to share their success stories with you.

ALTUS Wealth Solutions
 is a Registered Investment Advisory firm specializing in financial planning. Zoho CRM is used to manage the countless relationships it has established with prospective clients, financial services peers, and other individuals and organizations. John Buerger, a CERTIFIED FINANCIAL PLANNER™ , operates ALTUS as a solo entrepreneur, making him responsible for all aspects of Zoho CRM, from paying bills to maintaining the system.

ALTUS switched from Salesforce to Zoho CRM when Buerger determined that the Zoho solution had matured to the point of being a competitive and, ultimately, the preferred CRM option. The tipping point for making the switch to Zoho CRM was email integration with GMail, which ALTUS uses as its email server.

Read more
 on how Buerger customizes Zoho CRM for client specific plans and also for generating invoices and custom reports.

“I was with Salesforce before I moved to Zoho CRM, and I found Salesforce to be outrageously expensive for what it was providing. For me, nothing in Salesforce was any more powerful than what I can do with Zoho CRM.

But Zoho CRM costs just a fraction of Salesforce – $15 per month vs. $100 per month – so I’m saving over $1,000 per year.”

John Buerger,

ALTUS Wealth Solutions

Anderson Sales Advantage 
is a sales coaching and training company that helps it’s clients set up and use Zoho CRM. Most Anderson Sales Advantage clients have no CRM experience, no sales pipeline, and no lead management whatsoever. They are completely new to CRM software and to CRM as a business process to support pre- and post-sales activities.

The companies and individuals that turn to Anderson Sales Consulting all have different terminologies and ways to track their customers and prospects. As both a user and promoter, Anderson appreciates the flexibility of Zoho CRM.

Know more

 on how the ability to work with his clients in real time within Zoho CRM, ensures that Anderson gives them the best possible training and coaching.​

“I needed a CRM system that would be easy to set up and easy to train my clients to use, so it had to be easy for them to understand. Zoho CRM hits all those points, and the price is great for an independent / solo entrepreneur.

I had been using Salesforce previously, and I found that Zoho CRM is very comparable. And the price is a lot better.”

Teddy Anderson,


Anderson Sales Advantage ​

 is a worldwide, on-demand charter service that offers private flights to more than 7,000 airports in the United States and abroad. With employees spread across the country, JetHub uses Zoho CRM to securely manage its customer information.

JetHub integrated the industry based online quoting function into its Zoho CRM installation, customizing Zoho CRM to mimic the same industry-specific form layout presented by the quoting system. As a result, JetHub was able to cancel the online quoting service and pocket the savings.

Read more
 on how they reaped the benefits of integration between Zoho CRM and Google Apps.

“JetHub is a completely virtual company. Zoho CRM provides a cloud-based system that supports our distributed workforce and helps me protect my employees’ information by restricting access to authorized users. 

Being able to secure access to that information could easily save us thousands in business that could otherwise walk out the door in the event of a data breach.”

Kevin Lippert,

President, JetHub

If you would like to share your story too, write to us at support[a], or join us in conversation on



– Susan

Dynamic Team Collaboration within Zoho – Credit goes to Zoho Wiki

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I’m back with another interesting but important avatar of Zoho
Wiki – Online Team Collaboration Tool. [Catch the earlier post on
Zoho Wiki as the Help Authoring tool within Zoho ]

You might be wondering how we guys manage our teams considering the many
products across varied domains,
? “Keeping it
small & nimble” is the open secret 😉  And what about the tools? Well, no prize for guessing it; the popular collaboration
tool that most teams use is

Zoho Wiki

Zoho Wiki @ Zoho Corp

There are multiple
product team-Workspaces under the parent Zoho organization wiki. So,
right away, each team maintains their own independent space that allows
collaboration within the product team members as well as with other
product teams.

Zoho Wiki is so flexible that there are teams that use wiki for
simple collaboration needs like discussing the development of the product features, sharing market
knowledge, uploading usability designs etc. Also, teams like

ManageEngine Applications Manager
with different
sub-teams like developers, QAs, marketing, support, tech writing use
Zoho Wiki for managing the entire team.

Instead of relying on the complex Email chains for communication, Zoho Wiki makes collaboration simple & effective.

Ok, Let me elaborate on how ManageEngine Applications Manager team members go about their daily chores.

  • New features that are to be rolled out for an upcoming release are
    explained by the feature-owners in a wiki document. Discussions & comments
    follow and the feature is enhanced. QA & tech writing members are made
    aware of the new features that are in the pipeline. The marketing folks also chip in with their inputs.

  • QA then gets ready with the test plans and they are stored in Zoho Wiki, after which they are shared with the team members.

  • Next, the Tech writer comes up with the help content for the new feature and the
    help documentation, which is shared with the team for feedback

  • Once,
    validation kick starts, the validation reports are stored in Zoho Wiki.
    Test plans can be corrected and updated then & there. Help
    documentation also undergoes multiple revisions. This ensures that the test plans & help
    documents are always the latest and they are not locked up in any

  • Team members opt to ‘watch’ the wiki and get notified on the changes happening to the project.

  • Another
    advantage of using wiki is, that all departments of the team function
    cohesively. For eg, the support team that interacts with the customer is
    able to voice its concern and get the customer’s point of view while testing.
    Also, the support team maintains an extensive troubleshooting guide online using
    Zoho Wiki.

  • Release coordination is also primarily routed through Zoho Wiki.

  • All
    process documents like QA process, Support process, etc are maintained
    in the team wiki. Best coding practices doc is updated and shared with
    the team.

  • Zoho Wiki is used to maintain the software resources licensing and lab PC details for quick team reference.

  • Training material also finds it’s way into the wiki. It is easy to keep it updated & share it with partners & customers.


product is over seven
old and plays in the Enterprise Application Performance Management
space. ZOHO Wiki helps good ideas to bubble up from all streams within
our team, be it QA, development, marketing, product management etc. Wiki
also helps us to streamline the development processes we use
in-house”, says Gibu Kurien Mathew, Product Manager, ManageEngine
Applications Manager.

 “The end result is great. We are able to make
Engineering and Product Management decisions.”

team size may be Five or Five hundred. But at the end of the day, you
need a simple but effective collaboration tool to deliver quality
product & service to your customers.

Try Zoho Wiki for your Team’s Collaboration Needs. Create Online Group Workspaces & Securely Share Knowledge.


Zoho Wiki Goes Social

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In our latest update,
social sharing gets a crackling integration with Zoho Wiki. Our
customers, after quickly setting up their wikis wanted to share the
information with like minded people.

Sharing the wiki pages on social
networking sites like Facebook, Twitter, etc was a fantastic opportunity
they were looking at. Well, that’s exactly what you can do now.

Social Tool Widget:

can insert the Social Tool Widget in your wiki page and share your
content with your friends on Facebook or followers on Twitter.

See below, a wiki page with the social sharing options. Click on the Share button and choose the medium you want to share your page with.


Enabling Share Option in Public Wiki Pages

social toolbar is already built in for Public Wikis. Instead of taking
the widget route, the owner of the wiki has the flexibility to turn on
/off social sharing toolbar in public pages. The social toolbar is found
at the top of the page or near the footer of the page.

Go to Wiki Settings (on the top menu) -> General -> select ‘Share Page‘ option.

ahead and popularize your classroom projects, volunteer wikis, etc among your social contacts.

Publish Content Quickly.. Securely Collaborate.. Make your wikis more social.

Like it?
Thanks n Regards,

Zoho Wiki Makes Life Comfortable for Technical Writers – Zoho CRM’s Help Documentation Writer Shares her Experience

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You would have earlier seen an introduction to the
numerous ways in which

Zoho Wiki is being implemented within Zoho
. Now, a series of blogs will explore each facet of Zoho Wiki in detail.

Let me present to you, Pon Pavitra Jothi, the technical writer in charge of

Zoho CRM’s Help Manuals
. For the past nine months, Pavitra is using Zoho Wiki for documenting the Help section.

was initially apprehensive about how an online wiki could be used for
writing software product manuals. But once I started working, I could
clearly see Zoho Wiki adding value as a product help authoring tool.”

Pon Pavitra Jothi,

  Zoho CRM, Technical Writer

She adds,

  • “Simple tool

    Zoho CRM is an extensive product and needs a lot of help documents. We want to support our customers in the best possible manner. We have around 175 help pages now and it continues to grow. Zoho
    Wiki is a simple tool to manage such bulky documentation. No geeky stuff. I got started immediately.

  • Easy Editing

    : Making edits to the documents via the WYSIWYG editor is easy and more importantly, it would be live the moment I updated.
    This is real helpful especially since Zoho CRM is a rapidly evolving online service and new features getting added all the time.

  • Team Collaboration

    : Publishing help manuals and user guides always require the content to be shared
    and involves team collaboration. Zoho Wiki makes interactions with the product
    development team a breeze. I could set permissions to every page that I
    created, i.e. publish it or make it private whenever needed. This was
    helpful when new features were getting ready. I could create a page,
    keep it private, draft the help content (with all the formatting done),
    share with my team alone, collaborate to arrive at the correct content
    and simply make it public (publish) on the day of release. Publishing
    the document was just a click away.

  • Version Control Advantage

    Sometimes, I might mess a document but then, I could always revert to
    the previous version. Plus, I could compare two versions and figure out
    the changes.

  • Reliable Search

    : Using tags was helpful in searching, related content for a topic.

  • Powerful Widgets

    : I have used a couple of widgets too. For example, many pages needed the same list of

    Related Links

    . In case, I had to add more to the list, I didn’t want to go and add it manually in each page where the

    Related Links

    were listed. To avoid that, I used a widget and that was easy. Zoho
    Wiki has indeed increased my productivity. There are many widgets to add
    YouTube videos, presentations, graphs etc.

User Communication & Community building
“An important point here is, users can post comments, give their
feedback on the content, or ask their questions. As a technical writer,
I feel, this ensures a two way interaction (my documentation and the
user’s feedback on it) which is vital. You see, we have over 500 comments in our help section, that’s a testimony to our vibrant community ” says the tech writer.

Thanks Pavitra, for sharing your insights about Zoho Wiki.

As more and more Project Documentation, Product User Guides, Help Manuals move to cloud, I’m sure, Zoho
Wiki will be able to empower the technical writers who rely on user
friendly, quality help authoring and documentation software.




Zoho Wiki – The Affordable Enterprise Wiki for Team Collaboration Within an Organization

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Zoho Wiki scores heavily by being the de facto team collaboration tool within Zoho. Various groups like usability engineers, developers, QA across different teams in Zoho have implemented Zoho Wiki for sharing the design docs, reviewing the feature sets, storing the release plans and even documenting best coding practices. Technical writers use Zoho Wiki for writing our help manuals. Marketing team tracks the marketing efforts in a Wiki. Our resellers and partners across the globe, collaborate with us via wiki. In fact, Zoho’s intranet runs on Zoho Wiki.

It is quite surprising to note how varied the implementations are. All this is possible, mainly because

  • Zoho Wiki is flexible enough to mold itself and cater to the diverse needs within an organization.
  • Each team gets its own space within the company with separate admin controls. Team Workspaces within the organization wiki allows collaboration with internal groups as well as third parties like resellers and partners.
  • Enterprise level security – You can set different permissions for different groups of users.
  • Easy implementation – it takes just a few minutes to set up a wiki and start working.
  • Very Intuitive – Right from HR to Finance to Sales, all employees can easily adapt to this business wiki.

We have launched a new Product Video that will help you see if Zoho Wiki can be the answer to your company’s quest for an Affordable Enterprise Wiki. Have a look and let us know your thoughts. Also, keep us posted on how you use Zoho Wiki within your organization.

Thanks n Regards,


Making Your Enterprise Wikis Secure – Zoho Wiki offers Three Tier Permissions

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Wikis have come a long way from being just another tool for information aggregation. They are now widely used for online content sharing and collaboration at multiple levels. One of the biggest concern for people who opt for Wikis inside their organization is Security. Companies strictly adhere to privacy policies and would like their data to be highly confidential.

SMBs who look out for quality wiki software had to settle between free wiki sites that didn’t have enterprise level security or choose expensive alternatives in the market. Zoho Wiki would be the ideal bet in such a scenario. If you want to use an easily affordable enterprise wiki for your company, look no further.

Fine grained Access Controls with Zoho Wiki

Wiki has a three tiered architecture: Wiki -> Workspaces ->
Pages. Within your wiki, you can categorize your content into
independent and fully customizable Workspaces. So, in a business
organization, it is easy to create independent workspaces for each team
and more importantly, each team has its own security controls.

Zoho Wiki Permissions

Zoho Wiki enables you to
have certain confidential project plans as private, share few product design pages alone with a
particular team (Group Sharing)
or publish common company documents to everyone in the organization (organization wide sharing). Being
online, Zoho Wiki removes the firewall constraints and makes it easier
to share and collaborate securely with third parties like clients,
partners and vendors. You can easily build a secure Company Extranet.

see how we can go about making a wiki secure in just a few steps

A. Adding Users to a Wiki:

adding users, you have the option to categorize them as
individual users, group users, organization users, domain users (wiki
content will be shared by users of a particular domain) or Zoho
Registered users (instead of allowing
anonymous guest viewers, this will facilitate valid users to access
the pages) .

B. Setting Granular

The users can then be assigned separate
permissions for viewing, editing, commenting, deleting and creating
pages. This gives more control to the administrator to decide on who can
edit content,
who can view pages, who can post comments etc.

User Permissions

C. Secure Access

By enabling ‘only HTTPS‘ option,
secure access can be guaranteed.

D. Permission Inheritance

  • You can allow default
    permission inheritance, i.e the pages and workspaces
    can inherit the wiki permission itself or
  • you have the
    flexibility to define permissions for wiki, workspaces and the pages
    separately. For example, the wiki by itself can be shared with the
    entire company but finance workspace alone can be private.

So, go
ahead and try & see how helpful Zoho Wiki can be for your business


Online Collaboration between Teachers, Parents & Students – Zoho Wiki replaces Microsoft SharePoint

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Showcasing Niskayuna School District Parent-Teacher Organizations Website

Let me present to you, a classic case of how a school district used Zoho Wiki to make Parent-Teacher Organizations (PTOs), a truly collaborative online effort between teachers and parents, primarily for student enrichment activities.

Niskayuna School District Parent-Teacher Organization wanted a centralized location where parents and teachers could come together. Creating an interactive PTO Website was a straight forward answer. would give you a sense of how dynamic and effective the portal is. In their own words, they wanted all parents to get involved, to know what’s happening across all schools, and form a network to discuss issues, share ideas and build rapport with other parents and teachers.

PTO Website

Earlier, the authorities were using Microsoft SharePoint, but issues started cropping up. They were on the look out for other options to replace SharePoint. Completely satisfied with the offering, they finally zeroed in on Zoho Wiki.

Key points that tilted their decision in favor of Zoho Wiki :

  • Customization was simple and Zoho Wiki was flexible enough to incorporate their ideas.

  • They could easily create and manage groups, users across various schools, classes, teachers and parents.

  • Advanced Permission settings helped in defining who should view the page, who should edit the page, etc.

  • No complex software knowledge was needed to create the webpages. Inbuilt WYSIWYG Editor in Zoho Wiki made the job easier.

    Could completely do away with training.

  • Bouquet of other Zoho Services like Zoho Creator could be seamlessly integrated and a wholesome useful application could be presented to parents & teachers. Using Zoho Creator, they were able to make a dynamic PTO bulletin board and Neighbor-to-Neighbor help service.

Customer Corner:



“Before switching to Zoho Wiki, Niskayuna PTO used SharePoint for four years. Training and back-end customization became a nettlesome issue that got in the way of the PTO’s overall goals.

Now with Zoho Wiki, training is not required to customize the website and the use of Zoho Creator is much simpler than using a desktop application like SharePoint Designer


I would recommend Zoho Wiki to all educators who want to put up their own websites, share and collaborate online.

John M. Whitney, Webmaster for

To all educators out there, try our free version of Zoho Wiki. Set up interactive school websites and collaborate with teachers & parents; build online classrooms and creatively engage your students.