Customer Success Story: How My Home Doctor Used Zoho CRM to Boost Patient Outreach

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My Home Doctor provides patients with 24/7, non-emergency medical attention
when going to a doctor’s office is not an option.​

With close to 70 advanced registered nurse practitioners and board-certified physicians on staff completing visits throughout the state of Florida, information flow and scheduling can be quite a challenge.

As business began to grow, Scheduling Coordinator and Project Manager for My Home Doctor’s Wellness Visit program Alex Haynes, knew that they needed a way to organize and track the increasing amount of data they were dealing with, so he set about finding an application to do the data organization for them… Read more

Customer Success Story: How Rivet Solutions Re-Established ThinkLABS’ Sales and Marketing Division with Zoho CRM

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logo1Rivet Solutions is a consulting company that provides dynamic IT and business solutions in a variety of divisions to clients around the world. About eight months ago, Ameya Nisal, a consultant for Rivet Solutions, and his team were called in to find a solution to the inefficient marketing process currently in place at ThinkLABS.

thinklabs+logoThinkLABS is India’s largest hands-on science and technology education provider. Since its inception in 2006, ThinkLABS has partnered with roughly 300 primary and secondary schools as well as 23 colleges across 23 Indian states.

“It is the brainchild of Gagan Goel (an Indian Institute of Technology alumnus). He has spearheaded their entire mission,” Nisal said. “ThinkLABS establishes robotics labs in schools to motivate young people through hands-on learning in the arenas of science and technology. They also provide further training to university students—preparing college students for careers in innovative technological fields, like robotics.”

However, ThinkLABS’ growth was being hampered by a very slow sales cycle…

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Customer Story: How Mogl Built a Business and a Charity with Zoho

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Southern California based start-up Mogl gives cash back to consumers for eating out and has seen sales soar since incorporating Zoho products into their business. In addition they donate a portion of every customer transaction to charity.

Watch how Mogl uses Zoho CRM, Creator, and Reports to operate lean while experiencing rapid growth.

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

You’re Invited to Our Biggest Event of the Year: Zoholics Sales and Marketing

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In a technology-driven world, connecting face-to-face is something that rarely happens, but it’s still our favorite way to connect with our customers.  This is why we want to invite all of our customers to join us for a three-day event at our headquarters in Pleasanton, CA.

Zoholics Sales & Marketing 2015Zoholics: Sales and Marketing only happens once a year. It’s a reunion where we make product announcements and give you early access to new product features and integrations.

 It’s also important for us to hear from you. These three days give us the opportunity to have one-on-one sessions with you where we can answer your questions and, hear the good, bad and ugly moments you’ve had using our products. This helps us continue to provide fresh and useful improvements to the products you’re using.

Please consider this your formal invite to join us at May 19th-21st, 2015.

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Introducing Zoho Expense: Transforming Business and Travel Expense Reporting from Drudgery to Delight

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As you read this, an employee in some part of the world is struggling to submit his expenses in order to get reimbursed. And his manager is having a miserable time going through a stack of expense reports that aren’t making her day any better. Finally, an accounting department is waiting on employee expense reports to close the books.

Zoho Expense

The expense reporting ritual has been the bane of many organizations. The frustration and lost productivity due to expense reporting is draining. Employees come back from business trips tired and tapped with action items from the trip – completing their expense reports is the furthest thing from their minds. After procrastinating for months, inevitably, the envelopes of receipts they saved from the trip are less than comprehensive, and they are unable to fully and accurately complete their reports.

Managers have an equal disdain for expense reports. Managers know they are the gatekeeper for reimbursements and feel the pressure from anxious employees to complete them. Yet, carving out several hours a week to review and approve expense reports is several hours they don’t have. Read more