The Best of Business Advice – From our Customers!​

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“Don’t think about great ideas, think about people’s needs.”

El Mau Nuñez

“Cash Flow is Not a Paycheck” – Allen Gardner

“Great service means repeat business.” – Carol Ann Harstad

“Get out of your office and meet your potential clients.” – Jennifer Unruh

“Don’t wait, it’ll never happen if you don’t start.” – WireSpeed Systems

“If it ain’t profitable, it’s a bad business” – Duncan Yip

“Take a holiday…” – Martin Grill

Those are valuable pieces of business advice from our customers on Facebook.

What’s the best business advice you’ve ever received? Tell us, by dropping a comment here!

Keep your Customers happy and they’ll keep you in business!

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For any business, it’s the ‘relationship’ part of Customer Relationship Management that really matters. The old adage “Keep your Customers happy and they’ll keep you in business” holds especially true in this ‘social-media-centric’ era today. Customers now are part of your community, they want instant answers to their problems and they drive your business!

So, what can you do to keep your customers happy? While it’s true that there’s never a “one size fits all” solution, it’s still possible to tell all your customers that you’re there for them and that you’re listening to them. Here are 5 ways…

1. Be aware of every nook and corner of your Product

Consider this situation:

Customer: We have a requirement for 250 users. We would like to know if your new integration can support us.

You: Ugghh.. ok.. wait.. Just hold on a moment, Let me just find out.

During this hold period, the customer must be thinking, ‘If the executive isn’t confident enough, how’s this company going to support me after the sale? Should I go to some other place, where they’re sure what they’ll be offering us?’

Being knowledgeable and confident about every aspect of your product always helps, because only then will you be able to pass on that conviction to the customer.

2. State the Facts

In other words, honesty is definitely the best policy. Playing around with your customers’ expectations just because you want to retain them, well, how terrible can that get? Ask the question: ‘How would you want to be treated had you been in your customer’s shoes?’

3. Be willing to Educate

Telling more is always good – not just about your product/service but about the industry, the latest trends or the value addition that you can bring in over your competitors. There’s no assurance that you’d make a sale, but you’re sure to earn a long term business contact!

4. Be in Touch

A call or an email once in a while, just to say “hello”, posting on a customer’s wall, telling them about the latest in your product/service or a even a tweet will do. Simple, yet effective. Reach out!

5. And finally, use your CRM system well

The power of your CRM system lies in how well you use it. Sticking to the basics will go a long way.

Let’s take a very common example of the Sales Team: You talk to a prospect, and there’s plenty that the prospect will have to say. A task as simple as adding notes to the Contact details can help you build a strong relationship. Your note can be like: ‘

Talked to Jonathan. Interested in buying the Enterprise version. Asked questions which include pricing, customization features, mobile edition and Security. Wants a demo on the 5th. Loves to talk about the market conditions. Interested in Politics. Big MJ fan and dwells on Pizzas!

A few weeks later, when you have a call with Jonathan again, you can’t be better prepared for the call. The notes that you’d added will be your savior.

These are a few points but can be vital. Many of us – be it Sales, Marketing, Customer Support or Engineering – forget to empathize with customers while communicating with them. Amid the flurry of trying to get work done, we forget to realize that it’s people’s emotions that we are dealing with. In the end of it all, it’s those business relationships that count.

What are the other ways in which you keep your customers happy so that they keep you in business? Let us know your ideas too!
(Image courtesy:


CRM @ Zoho CRM: Customer Experiences Matter!

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The Zoho CRM support team, much like other support teams at Zoho are constantly working to address any issues that you might be facing. And at times when we do not have an immediate solution to your problem, we’ll always try to reach out and work out a temporary workaround solution. Meanwhile, we’ll continue to work on a more permanent long-term solution.

In one such instance, Delib, a Digital Democracy company, recently blogged about their experience with Zoho CRM.

On their blog, Adam C. of Delib explains how Zoho was the right choice for their CRM needs and how they’ve been impressed with the range of functionality available in Zoho CRM:  

During my time here, it’s fair to say that I’ve used Zoho extensively. The system has a very impressive arsenal of functionality, and every time I use it I end up finding some new feature. I use it for a large portion of each day and I estimate that I’m only using around 15% of its full functionality.

Adam goes on to talk about Delib’s experience when he came across a problem and tried getting support from Zoho CRM

Last week, Delib and Rubber Republic came-a-cropper with Zoho and hit a brick wall. And when you’re trying to do something and you simply can’t do it, we all know how frustrating things can be.

However, on Thursday Zoho called us at Delib and helped us round our problem. They weren’t able to fix it then and there, but they were able to understand our needs and offer a workaround for the time being.

All software goes wrong sometimes, and the measure of a solution can sometimes be how well it is supported.

Thanks to the team at Delib for sharing this support experience! We’ve also been receiving similar feedback from other Zoho CRM customers.

See for example, these recent tweets made by Matthew Butterworth. Both posted on the same day: 

Thanks Matthew, for continuing to love us! We hope to keep earning your love :)

If, like the Delib team or Matthew, you’d like to share your experience with Zoho CRM too, do give us a shout out on Twitter. You can also stay tuned to our

Facebook page
 for updates!

Importing data from Blinksale to Zoho Invoice

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We have been getting quite a few requests from our customers as to how they can import data from their Blinksale account to Zoho Invoice.  Earlier we used to send manual procedures and assist customers individually but still it was not easy for our customers to import the data.

Now with the last upgrade, we have made this import lot easier.  Here is how you can import your data from Blinksale to Zoho Invoice –

  1. Sign-in to Zoho Invoice and click on the “Settings” link at the top right.
  2. Now, click on the “Import from Blinksale” link at the left under the “Import & Export Settings”
  3. Fill in the requested details and click on the “Import” button

All your invoices and customers along with their associated details will be imported into Zoho Invoice.

We also recommend you to take a look at the following wiki doc – “Importing data from Blinksale” in which we have listed out the known issues.

After moving to Zoho Invoice, if I want to switch to some other invoicing service how easy or difficult will it be?

We sincerely hope you won’t do that :)  Anyway it is your choice.

You can export data out of Zoho Invoice anytime you want.  All you have to do is export the data from Zoho Invoice, change it to the format supported by that particular service and import it into that service.  We have a pretty comprehensive set of options to export your data.  We help exporting the data in CSV, TSV, XLS, JSON and other standard formats.  For further details you can refer the blog post that I made on importing and exporting options in Zoho Invoice.

What Next?

We are also working on our APIs and we will be releasing them shortly.  APIs will definitely add to the list of import/export options and will make the job of importing/exporting data lot easier.

Give this a try and share your comments.



Freedom to move your data whenever and wherever you need to – Support for Import and Export in Zoho Invoice

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Now you have complete flexibility and freedom to move your data in and out of Zoho Invoice at your will.  Yes, we are happy to announce the support for import and export functionality in Zoho Invoice, a feature long awaited but well worth the wait.

What can you import or export?

Your complete set of data!

Yes, you can import or export your customer information, contacts, the items you sell (products or services), invoices and quotes.

What are the formats supported?

We have support for most of the standard formats.

  • Data can be exported in CSV (Comma Separated Values), TSV (Tab Separated Values), XLS (Spreadsheet) and JSON formats.  Additionally we also support exporting of customer and contact information in vCards (.vcf files) format.
  • You can import your data in CSV (Comma Separated Values) or TSV (Tab Separated Values) formats.  Additionally we also support vCard format for importing your contacts or customer information

If you feel, we have missed out any important format drop us a note.  We will be more than happy to add support for that format.

Couple of screenshots for a quick look:

Importing contact information into Zoho Invoice:

Importing contacts in Zoho Invoice

Exporting invoices from Zoho Invoice:

Exporting invoices from Zoho Invoice

Please feel free to share your comments.  You can try out this feature by signing into Zoho Invoice now.

Happy invoicing,