Supercharging your business: Understanding what solution is right for your business.

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Before the era of technology, book-keepers, record assistants, and accountants used the paper and pencil method to maintain statement of transactions.  The rise of the computer era led to a wonderful invention called  spreadsheets. The first electronic version of the spreadsheet appeared in 1978 with a program known as “VisiCalc”. Since then,  spreadsheets  became the go-to tool to solve  problems since people started using the program for every single need like collecting information, performing calculations and data analysis.

No doubt, it is a terrific tool on multiple fronts, and it is evident that spreadsheet programs have a huge fan following. Number crunching is a piece of cake on spreadsheets–all you need to know is, to use some formulae and automate calculations in the workbook. Another significant advantage of spreadsheets  is visualizing statistical or numerical data in the most simplistic form. Data need not be necessarily represented as text or numerals; it can be represented as charts or graphs.

ZOHO Creator_Supercharging your business

Businesses run on data. Data is needed for making informed decisions and taking actions. Time is also the most important factor while working with data manually. Let’s imagine you run a book store that sells more than thousands of titles. As the best-in- town store, you always  keep track of all your titles that you  sell. And, you have Imagine you have this information stored on a spreadsheet. You are good as long as you want to analyze or visualize data like hot-selling titles of the week or month.

What if you needed your data to work for you? What if you wanted to be notified about one of your hot-selling titles running out of stock? What if you needed to place an order for fresh stock of books to your distributor in order to  replenish your inventory? What if you wanted to get your customer feedback as soon as he or she has made a purchase from your store?

You will agree with me, that spreadsheets can be limiting to perform these unique actions for you.There are many off-the-shelf software solutions for businesses that help solve most of the common business bottlenecks. Each business is unique. That is why you need a custom fit solution for your business to ease out your business operational tasks.

Zoho Creator is a solution that allows you to store, manage and create workflows around your data. It competes business complexity. You don’t need an IT guy to sit down, build something, test it and then wait for it to be rolled out to everyone in the workplace.  Because, building something on Zoho Creator is as easy as and much more than working with a spreadsheet program. Additionally, you can enjoy the advantages such as workflow management and real- time collaboration.

As a growing business owner, ask yourself these questions.

  • Does your company generate an enormous amount of information that is unmanageable in a spreadsheet?
  • Do you have constant changes made to existing data by different teams at different times and  geographical locations?
  • Do you need instant workflow based actions to be triggered or notifications based on available data?
  • Do you need automatically generated reports?

If your answer, is a ‘YES’ to all or any of the questions above, you sure need a powerful and scalable solution to beat complexity, manage and automate your business processes.  Zoho Creator is the right solution for your growing business.

Automate your Email Marketing with Workflows and Autoresponders

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We received these questions from our customers recently:

“How do I send follow-ups to all leads who have clicked on a specific link in my email?”

“I want to add users to a new list whenever their potential/opportunity status changes in Zoho CRM.”

In Zoho Campaigns, it is possible to send out these follow-ups from the results of an email campaign. There are a couple of barriers, though:

  • The process is manual.
  • It has to be done for each and every campaign separately.
  • There is no way to automatically move recipients between marketing lists when they move from one stage to another in the buying process.

For a growing business, this is not a scalable solution. Our customers also wanted to move from sending batch-and-blast emails to sending targeted content based on recipients’ behavior in an email. Read more

Won a Big Deal? Trigger a Thank You Mail to your Customer from Zoho CRM

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To keep your customers happy, you need to connect with them better. And with the latest updates that we have made to Workflow Rules, we give you better ways to strengthen your customer relationships.

Move on to the “Actions” section in the Workflow Rule creation page and check out the “Recipients” field. You can now select email fields in related modules too!

Wondering how this can be helpful? Take this case: You win a deal, and you want to send a thank you mail to your Customer, instantly. With the earlier updates that we made to Workflow Rules, this would not have been possible. But now, with the ability to select email fields in related modules, all you have to do is: Create a Workflow Rule for the Potentials module and select the email fields in the Contacts module. Simple? The rule triggers your email as soon as you win the deal.

You can also send friendly payment reminders to customers a couple of days before the payment due date.

With the new updated Workflow Rules, you have more options for automation of your business processes, better customer relationships and you also save a lot of time.

That’s not the only update. It is also possible to filter your Workflow rules based on the module and by status too! So if you want to review all the Active rules that you have for the Leads module, it’s much more simpler now. No more searching.

Wait, there’s one more. The Due Date field in Workflow Tasks now supports Date-Time fields also.

All these updates are available only in the Enterprise Edition. And there’s no extra cost!

Together with the earlier updates, we believe these additions will be useful to you. Connect with us on Twitter and Facebook and let us know what you think.

Workflow Automation in Zoho Recruit

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The world continues to morph us with ever faster lives. And we no longer can expect recruiters to do everything manually as it’s not a smart use of resources. 
For instance, let’s say the Sales team in an organization creates job openings for the clients. Once the job openings are created, the recruiters start to work on different stages of the recruitment process – source, track and hire candidates. When the candidate gets selected and hired for the job opening, the recruiter changes the candidate status to hired. Now, the recruiter should keep the sales team updated about the candidate hired information, to process the invoice for the clients. Doing these frequent updates manually makes the work more hectic.
Processes must be streamlined in a better way to cater to the needs of the new generation. The more your work flow is automated, the better it is. 
Zoho Recruit – Applicant Tracking System now allows to set your workflow, to trigger customized email notifications to all the specified recipients – on status change of candidates and job openings. This workflow automation helps you to enhance your team’s collaboration and productivity.  

We hope you find this improvement useful. Thanks again for using Zoho Recruit and do let us know your feedback.