Get customer reviews with the Client Portal

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Your customers have a lot to say about your product or service. One option to understand their experience is to spend hours collecting the raw usage data.  A better option is to solicit your customers responses, asking for their feedback. With customer reviews, our newest feature in the Client Portal, we at Zoho Books and Zoho Invoice have made it easy to hear from your customers directly so you find out where you can improve. The portal lets you capture customer feedback within your Zoho account, saving you a few extra dollars usually spent on complex tools. You decide who to send a request for feedback and when to send it.

Customer feedback at fingertips with the Client Portal. 

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Drive your attendance management in an automated way.

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Employees have a lot to manage every day. Is it any wonder that they sometimes forget to accurately record their arrival and departure times? The problem is that when an employee forgets, it is up to the manager or someone in HR to manually make changes. Our solution? Give employees the ability to edit their own attendance entries. This saves you time and gives you a more accurate picture of employee hours. Zoho People’s new employee regularization feature does just that.

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Start letting employees manage their own attendance entries. Each changed entry can be set to send an email to the right manager, who can quickly decide to approve or reject the change. HR doesn’t have to spend time chasing down employees, and employees don’t have to manually alert their manager about the need for a change. It’s a win-win.

With this automated attendance system, your organization can reduce costs and eliminate the manual, repetitive, and time consuming process of attendance management.

Try our attendance regularization

Know where you stand against your plan

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It was an evening at the Reform Club back in October 1872. A casual conversation turns into a challenge, which leads to a heavy wager of £20,000 to go around the world. Novelist Jules Verne’s epic, Around the World in Eighty Days, captures this thrilling story where the protagonist Phileas Fogg, accompanied by his man-servant Passepartout, use everything from ships, trains, a sailing sled, and even an elephant in their valiant attempt to finish the journey on time – to win the wager as they had planned. Do they make it, amidst the hurdles and the delays of 19th century travel? Well, you’ll have to read the book.

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Introducing QR code and barcode scanning with Zoho Creator

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Zoho Creator has introduced a new feature to make it easier for you to collect and check the information entered through forms. QR code and barcode scanning in Zoho Creator opens up a whole new set of opportunities to benefit your business.

Here are a few scenarios where this new feature might come in handy:

Inventory has to be updated after every purchase or sale. By barcoding the items in the warehouse, you can manage your inventory with ease. With Zoho Creator, the purchase team can be notified automatically when inventory reaches its reorder threshold.

Sending a personalized ID to every attendee of an event can be time consuming. By printing a QR code with every ticket, the attendee’s details are scanned through the code and an ID can be issued on the spot.

Managing the renewal system in a library is a challenging task. Having a QR code or barcode printed on every book makes renewals simpler. QR codes can also be used to link the books to related electronic resources.

Zoho Creator’s new ability to read codes lets you do all these things and more in your applications.

To scan QR or barcodes in Zoho Creator, follow these 3 simple steps.

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Zoho Creator is a platform to transform your business ideas into custom business solutions. With QR/Barcode scanning in place you can simplify manual tasks. Try the QR code and barcode scanning feature in your custom application and let us know what you think.

Customer Spotlight: How Zoho Assist simplified Ross Garner’s daily life?

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Ross Garner runs a software solution business named Xinfo in Melbourne, Australia that caters to the needs of a niche market, the local building industry. His company offers an office management solution, XINFO Building Information Manager to address the needs of his customers.

Zoho Assist Customer Spotlight

The Challenge

Garner has been in this business more than 15 years. Once the customer base started growing, the need for support and training his customers became a demanding task. He had to travel extensively, and it started consuming all his time and energy. So he started exploring options to support customers remotely to save time and money.

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Customer Spotlight: Zoho CRM edges out Salesforce and Microsoft, brings big success to Universal Financial Consultants

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UFC logoWhen important sales data began falling through the cracks in 2011, Universal Financial Consultants (UFC) knew they needed to find a new way to manage their sales pipeline.

“In order to continually improve, we measure the activity of our salespeople on a frequent basis and monitor the business that we are able to broker with our agents,” said Operations Director Natalie Vasacas. “Up until 2011 we were trying to keep track of this data with Google Docs and Excel spreadsheets, (but) we struggled because we had no viable way to update the most important information. We knew something had to change.”

So, UFC, based in Clearwater, Florida, and one of the largest brokerage general agencies in the country, explored the CRM options on the market. The platform needed to be straightforward, easy to use, and one that the sales team could adopt without an arduous training process.

We looked at everything, from Salesforce to Redtail, and initially decided to go with an internal recommendation (because) the vendor of our agency management system was developing a CRM with Microsoft Dynamic,” she said. “In the beginning, we made a decision to try their system, as it integrated with  what we were already using, (but) we soon discovered this choice was a big mistake. Read more

Convert visitors to subscribers — Zoho Sites introduces the Newsletter Subscription Form

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Email marketing is an inexpensive way to retain more of your current customers and sell to more of your prospective customers. That’s why we are happy to introduce the all new Newsletter Subscription Form that integrates Zoho Sites with Zoho Campaigns and MailChimp. Let your website’s visitors subscribe to your newsletter and you can keep them connected to your business with news, updates, and promotions.

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It’s easy to add a Newsletter Subscription Form to your site. Just drag it on, choose which mailing list you’d like to connect it to in Zoho Campaigns or MailChimp, and start increasing your revenue.

To learn how to connect an email list to your website, visit our user guide or write to us at support@zohosites.com

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