5 Pitfalls to Avoid During CRM Implementation

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pitfalls_crmlaura_blogC-levels and managers  are usually the first to understand the value that comes from having a unified customer view. They’ve developed ways to manage customer relationships by using Rolodexes, spreadsheets, or a pen and paper. But, it wasn’t until the late 1980’s when businesses started moving from a physical Rolodex to a more sophisticated “digital Rolodex.”

Enter CRM systems.

Using a Rolodex or a spreadsheet to manage customer relationships often lacked the strategy needed to build long-term relationships. When CRM systems were introduced, they provided businesses with a long-term strategy to proactively engage and manage customer relationships, close more deals and automate recurring tasks.  

One common misinterpretation of a CRM system implementation is that it’s seen as a one-time event and that upon purchasing the software license, all broken sales processes, lost leads and lack of follow through will be repaired. While a CRM system is designed to support your sales process, it will not, by itself, cause your business to grow. This is why you should treat your CRM implementation as a long-term, company-wide strategy and not as a one time event.

While C-levels and managers have the best intentions, CRM strategies often fail in the beginning of implementation. But why?

Here are 5 pitfalls you can avoid while developing your CRM strategy.   Read more

Zoho Survey – Multiple Feature Updates

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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

Introducing Zoho Forms: Forms for Mobile Teams

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Forms is all about entries, and entries mean data. Data that you have to study and act on, so why resort to stacking them in your basement — where they collect dust?

Wouldn’t it be easier to create, share and submit forms on mobile devices, and then have the data automatically synced to the cloud?

Introducing Zoho Forms: the smart solution to bulky paper forms. Take a peek at what you can do.

Zoho Forms combines data collection with two of today’s powerful technologies: cloud and mobile. The result is a mobile-friendly form builder with all the data secure on the cloud.

A simple builder and an intuitive interface simplify data collection. Your perfect form is just a drag and drop or a tap away. Distributing it is just as easy; share privately within your organization or as a public link.

It doesn’t stop there.

For additional authentication, add and enable approvers to accept or deny entries; edit, comment and collaborate on form entries. From anywhere you are, to anywhere your team is, assign tasks and receive instant notifications on mobile.

The analytics page graphically represents your form’s activities online. And in just a few clicks, you can create and share reports with your team.

As always, Zoho enables you to keep your work in one place and reach out for anything, anytime. Zoho Forms integrates with other Zoho services like, CRM, Support, Campaigns and Sheet. Third-party integrations include MailChimp and Google Docs. Powerful integrations, just a click away.

Zoho Forms is now available on the Google Apps Marketplace as well. Everything, on your favorite mobile, tablet or the web.

Does it sound like a deal? Try Zoho Forms for free and seamlessly interact with your mobile team.

Zoho Subscriptions is now connected to 400+ web apps using Zapier!

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Companies today use a multitude of web applications for various purposes.

While Zoho Subscriptions helps you to efficiently manage and track recurring billing, users might still want to integrate certain actions of Zoho Subscriptions with their in-house applications.


For instance, once you enter the office, the first thing that you would do is check your e-mails and then have a look at your schedule for the day. If you are the head of an organization, you would take a look at the list of customers and decide if you have to add a customer to the campaigning list or wish to address them instantly through an SMS regarding a payment failure or success. Simultaneously, you might create a task for the sales person to track your subscribed customers in project management or create a ticket for a support person to track a payment failure in support management….

My God! This list never ends and your day is already over.

Just imagine if all this happens automatically, without developers, without a single line of code and with just a few mouse clicks. Yippeee! You can save a lot of time, right? Read more

What Uber’s New Mobile Game Gets Right About Recruiting

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Over the past five years, the popular (and recently notorious) ride-sharing app Uber has grown from an idea to a juggernaut valued at an estimated $50 billion with drivers in 300 cities across 57 countries.

And along with its somewhat polarizing public image of acting more like a frat house than a company, Uber has one universal dilemma: drivers don’t always know how to get where you want to go.

Last week, Uber took a step toward remedying this problem by launching a mobile iOS game called UberDRIVE. The purpose of the game is for players to navigate a real city map (currently San Francisco only) earning more points to unlock new cars and new parts of the city by taking more efficient routes.

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Reshape Your Documents using Zoho Writer

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A study by 3M Corporation states that ‘90% of information transmitted to the brain is visual, and visuals are processed 60,000x faster in the brain than text’. This means that when you send out a document with only text, chances are most of it never gets through to your reader.

Making a meaningful connection with your reader can be a challenge when creating business documents. These documents are often professional, structured and include a large amount of text. But to make it more presentable, you can’t try jazzing it up with images in every third line or have clip art obscuring the headings! In such cases, shapes and text boxes can spruce up the document and make them more powerful.

To help you do that, we have introduced a whole new range of shapes and text boxes in Zoho Writer, the online document editor from Zoho Docs. So, put on your creative hat and start re-shaping your documents. Here are a few commonly used shapes that can help give your document more impact:

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Introducing Zoho ShowTime: Software that takes the boring out of presentations

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The average human has a shorter attention span than that of a goldfish. It’s just 8 seconds! Yet an average presentation takes 20 minutes and includes more than 15 slides. Does it really surprise you then that most presentations fail to leave any impact? Or even keep the audience engaged?

You might have an interesting idea and exquisite slides to tell your story. Yet, the presentation might still fall flat. Unfortunately, most presentation tools focus on making your slides prettier. But they do nothing to address the real challenges you face: knowing what works, knowing how well you connected with your audience, and knowing how to present better.

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