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.
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 es 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
This is a guest post by Tiago Paiva, CEO of Talkdesk – a leading browser-based call center software.
If your team uses Zoho CRM, you surely understand the value of having a complete overview of prospects during sales interactions. What you may not realize is that without integrating your call center software with Zoho CRM – and automating certain tasks – contact details might slip through the cracks, costing your team deals.
Talkdesk for Zoho CRM closes this information gap between your CRM and call center software. It not only enriches CRM data with information from phone interactions, but also automates some of the sales process and ensures that your team has access to accurate contact data. How does this help teams sell more? Here are three ways: Read more
“We had more Excel files than we knew what to do with.”
It was September 2014 and national head of auction operations G. Praveen Kumar knew that a change had to be made.
“It was simply becoming too complicated to manage a multitude of shared Excel files for all of our data. I knew we needed a secure, online solution to manage our deals and work flows, but quite honestly I wasn’t sure where to look, or which platform would be the best.
I knew we needed something, and I wanted it in place before the start of fiscal year 2015. I needed something online that we could learn very quickly, where we could store our data and share it across users. There was a real sense of urgency to get something in place.”
In early 2014, Forrester Research predicted that there would be an increased number of organizations who would adopt a more disciplined approach to customer experience transformation.
In December, Gartner released its 2015 predictions in CRM. One of the key findings is that the number of organizations that receive 100% CRM functionality from the cloud will increase and that the digital disruption will cause win or lose customers.
Don’t let your CRM initiatives become stagnant. Use it to bring life to your business. Help your sales and marketing teams be successful in 2015 with these New Year’s resolutions: Read more
“Each of our sales was averaging between $10,000-$200,000 and we badly needed a CRM to help manage these large groups!”
It was mid-2012, and JusCollege, a startup hospitality company focused on booking vacations for large groups of college students was just beginning to get traction.
As co-founder Allan Teruel recalls, it was an internal incident which prompted the search for a CRM solution.
“We were using Google Docs for sales tracking and one day we accidentally deleted a very key Google doc that had important customer information – this was because Google Docs was not really meant to be used as a sales tool. At that point I decided we need to make an investment into some kind of a software to manage our sales pipeline and began what turned out to be a very brief search before I found Zoho.”
Stay in the loop of what’s going on in your business through Feeds, the real-time social collaboration tool for Zoho CRM. We’ve taken the difficulty out of trying to stay on top of big deals and seamlessly organized them into one feed in your CRM.
Now, instead of having to go through individual records for each member of your sales team, you can automatically follow big deals that are entered into Zoho CRM. You can set up auto-follow rules so you get notified of big deals and other important activities in your feed. There’s no need to hit a sync button or refresh the page since your feed is updated automatically.
This is a guest post by Sam Aparicio, CEO of Ringio.
Today we are announcing a new integration with Zoho that brings Ringio’s Click To Call, Power Dialer and cloud phone system capabilities right into Zoho CRM. You can learn all about it here.
We’re excited because we’ve seen first-hand how useful it can be for a sales team to have an integrated technology platform. If Zoho CRM is your sales team’s cornerstone and you do inside sales, you’re going to want to add Ringio to the mix.
Our mission is to help sales teams amplify their sales conversions. We do it by providing sales reps with tools that help them communicate more frequently with prospects, and by eliminating the drudgery of manually entering call information. When you empower your reps, they are free to sell more.
Ringio is becoming the telephony app of choice for many fast growing companies that are looking to quickly identify the winning sales recipe, and to disseminate what high performing reps do across their sales team. Ringio plays a critical role in helping sales managers find sales process acceleration, by making it easy to find call recordings in Zoho CRM, and by putting at their fingertips call productivity metrics.
So what does it do?