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Zoho CRM

Zoho Accounting Integrations: 3 Myths Debunked

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Zoho Accounting IntegrationsThe CRM systems of today, like Zoho, make accounting integrations simple and seamless if that’s a feature you want to take advantage of. However, Zoho accounting integrations can also be confusing at times. In this blog, we debunk some common myths when it comes to Zoho accounting integrations.

Myth #1:  Zoho accounting integrations are simple

Fact: This will depend on various factors, such as whether something is pre-built or if you’re new to Zoho. You may need the help of a programmer or you may need to use export/import tools. Moving forward, it will need to be supported, because databases, software, and the environment will change. In some cases, it may be simple enough to integrate your accounting system if you receive the right training beforehand and during the process.

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How to Use Zoho CRM to Improve Customer Service

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How to Use Zoho CRM to Improve Customer ServiceIf you’re using Zoho CRM for marketing and sales, you may also be wondering how to use Zoho CRM in other ways. One great way to use Zoho CRM is to improve your customer service, and if you aren’t using your CRM system for that already, you’re definitely missing out. After all, this is a big part of what Zoho CRM provides, and keeping current customers satisfied is the best way to increase profits. To do this, it’s crucial to depend on the following customer service metrics:

Open issues

It’s critical to know about any current problems, even if nobody likes hearing about them. They can’t be ignored. Instead of pretending that the problems don’t exist, it’s important to seek them out. It’s simple to track open issues with Zoho CRM, and from this, you can generate a report.

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Zoho Database Help: Must-Haves On Your Pipeline Report

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Zoho Database Help: Must-Haves On Your Pipeline ReportOne of the most effective ways to get your group using the company’s Zoho database is to use it to generate reports. In the end, a CRM system is nothing more than a good database with detailed information about your customers, prospects, partners and community. Like any database, it will provide important information to help you run your business. If you’re getting a few good reports out of your Zoho database on a consistent basis, then you will find yourself relying on the system more and more, and demanding better and more relevant information from your team.

Of all the reports, the most important one is the pipeline report. It should be the very first report you use as part of your Zoho database and you should be looking at this information frequently—weekly, if not daily.  So, what kind of information is important to have on your pipeline report? You must include these ten things:

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5 Zoho Features Everyone Uses

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5 Zoho Features Everyone UsesAre you thinking about investing in a CRM system, such as Zoho? Are you already using Zoho, but not quite sure where to begin? The following are five Zoho features that most Zoho users take advantage of, so if you aren’t already using some of these key features, there’s no better time than now to start.

Shared history and notes

From emails to phone calls to meetings, people throughout your team are constantly taking notes and documenting details of important events. Keeping track of these notes can be difficult, but with a CRM system like Zoho, users have the option of sharing history and notes. This way, it’s easy to retrieve specific details of a phone call or meeting from several months ago.

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The 5 Zoho CRM Reports Every Sales Manager Should Be Using

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The 5 Zoho CRM Reports Every Sales Manager Should Be UsingMany sales managers these days get a lot from using Zoho CRM, but alas, there are also many who do not. In order to succeed with Zoho CRM and allow it to help you run your business more efficiently, it’s crucial to get useful data out of it. This is done through Zoho CRM reports. The following are five Zoho CRM reports every sales manager should be using:

The Sales Activity Report

Sales managers spend a lot of their time supervising others, and may spend more time concentrating on those salespersons who are not performing well. This Zoho CRM report will usually show what each salesperson was doing the previous week and what their upcoming plans are. This can allow sales managers to see what exactly their underperforming staff members are up to, including who they’re scheduled to meet with and who they’ll be calling. This gives the sales manager a good opportunity for offering advice and providing other feedback beforehand.

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Zoho Workflow: Getting More Value From Zoho CRM

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Zoho Workflow: Getting More Value From Zoho CRMYou may be getting a lot of use out of Zoho CRM, but are you truly using it to its fullest potential? Those users who are really maximizing the value of their investment are using Zoho workflow features.

By learning how to set up workflows in Zoho, you can have it run at its most productive level. This can automate certain tasks and guarantee that these things are always being completed, regardless of whether you forget to do them yourself. They are essential to getting the most out of Zoho CRM and ensuring your business is running as efficiently as possible. If you are ready to set up workflows, but not sure where to begin, these are the top three we recommend that users start with:

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Warning: Multi-Lookup Fields Not Supported in Zoho Mobile App

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Multi-Lookup Fields Not Supported in Zoho Mobile AppZoho recently added the multi-lookup type field to Zoho CRM, which allows you to create an N to N relationship between two modules by adding just one field.

Previously, users had to use a custom module. On the surface this seems great; however, if your users prefer the Zoho mobile app, be warned that this field type is not supported in the Zoho mobile app.

A multi-lookup field in the desktop app has a lookup icon that opens a search box.  In the screenshot below, a custom module, Touch Events, has a multi-lookup field called Event Participants that links to the Contacts module.

You can see the lookup icon to the right of the field. When the icon is clicked, a multi-select search box opens, where users can then select multiple contacts to connect to the record.

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Removing Tags in Zoho CRM

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Removing tags in Zoho CRMZoho CRM has so many useful features, and they’re always adding new features to help improve efficiency. The tag feature was initially added to Zoho CRM about two years ago. Tags are a quick and dirty way to slap a record with an open-text entered category, and subsequently be able to pull a list of records with the same tag. Tags are displayed just under the record name at the top of the record for a super convenient reference.

When it comes to adding a tag in Zoho CRM, it’s a fairly straightforward process. But do you know how to remove a tag in Zoho CRM? It can be a little tricky, especially for those new to Zoho CRM. But in our latest blog, we provide simple step-by-step instructions (along with a visual) to help Zoho CRM users easily understand how they can remove tags at any time.

How to remove tags in Zoho CRM

First, you can display a list of records in the module with the same tag, by opening a record and clicking on the tag. To remove a tag from a record, or group of records, you simply select the record(s) from the list and then selectd “Remove Tags” from the drop down “Tags” button.  You can also use this same process to mass add tags to records.

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What is Zoho CRM?

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What is Zoho CRM?Customer relationship management, otherwise known as a CRM, is one of the most helpful tools that any business could use. So, what is CRM software and what is Zoho CRM?  Some people refer to a CRM system as a rolodex on steroids. It’s a one-stop shop where you can keep all of you client’s contact information, organize your business deals, track marketing campaigns, and so much more. Zoho released their CRM software in 2005, and since then has been improving and updating to truly focus on the “relationship” part of customer relationship management. Zoho CRM is widely used across the world due to its low cost, and different software programs that are easily integrated into the main CRM.

 

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Getting Your Salespeople to Use Zoho Tools

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Getting Your Salespeople to Use Zoho ToolsIn order for your CRM system (whether it’s Zoho or another system), to be successful, your team must be willing to use it. As amazing as Zoho tools might be, it doesn’t help if all or a portion of your team doesn’t use it. Your salespeople might have various reasons as to why they don’t to use it: perhaps they prefer their spreadsheets, the forms are too cumbersome, or they feel the process overall is too slow. In order to ensure your business’s CRM system doesn’t fail due to a lack of use, be sure to try the following:

Keep things simple

Your salespeople may be overwhelmed at first when you bring Zoho tools into the mix for their day-to-day operations. Start off small and only focus on what matters. Don’t have them input too much data and only focus on the data that’s critical. Otherwise, they can become frustrated quickly.

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