Back in the day people would build their databases using products like Microsoft Access or Filemaker. This evolved. Now software companies like Intuit makes Quickbase and Zoho makes Zoho Creator. These do the same things with one huge difference: they’re in the cloud.
Because Zoho Creator is a cloud based app creator you can build your own systems completely from scratch in a hosted environment that can then be accessed by whoever you want wherever they are and the app can be integrated into other cloud based applications, particularly Zoho applications.
Any person in sales knows the grind… you have a sales target to meet by the end of the week/month/quarter, and you do what you need to do to meet that goal. Sometimes it’s stressful, sometimes it’s easy, and sometimes it’s downright boring. It can be serious work meeting your goals, but I guess that’s why they call it “work” and not “have fun all day”. But even when you have to work, there are ways you can make it more exciting- enter Zoho Motivator.
One of the questions we get most often at Marks Group Live is “what is the difference between the campaigns module in Zoho CRM and the Campaigns platform on Zoho One?”. This is a very good question, and one I’m going to review today. In short, both programs have the capability of sending out mass emails to your client base… so why two different programs?
One of the greatest things about Zoho CRM is that there are many ways you can automate your day-to-day tasks. Automation helps you streamline your work, stay in touch with your clients, and cut down on small mistakes… because the program is doing the work for you! At Marks Group Live, we tell our clients that if you can think of an action that you want completed consistently, and you can make a flow chart of that action on a piece of paper- you can automate it. In Zoho CRM there are a few different ways to automate using the Workflow feature. Today- I’m going to discuss a few different things that you can automate using this helpful tool.
There are many programs out there that allow you to attach your digital signature to documents, or receive digital signatures from clients. I would argue that if you use the Zoho One suite of products for your business, cut through the noise of all of the other applications… use Zoho Sign! Like many of the Zoho One products, Zoho Sign seamlessly integrates into all other Zoho applications. This is so important because you want to be sure that your digital signatures are clear and easy to access, especially on documents like contracts and invoices.
There are so many different accounting programs that are out there for your small business. How do you sort through them all? It can be incredibly overwhelming to navigate the landscape of bookkeeping tools and choose one that fits best. When I am looking for software, I am looking for something that is easily integrated with programs I am already using, is user friendly, and is designed well. Zoho Books checks off all of those requirements and more.
With out of the box, customization, and web tabs available to you in your Zoho CRM, your company could end up with A LOT of modules on your account. This can be overwhelming for some of your employees that don’t need access to every single module you’ve created. Also, what if you are storing some sensitive information in some modules that not every employee needs access too? Zoho CRM has an answer for all of these problems!
When your business revolves around selling goods to consumers, the most important thing is managing those goods! Zoho Inventory makes that a very easy task. So why use an inventory management system? Savings! When you have an inventory management system, you can greatly reduce your company’s carrying costs. If you are able to keep track of how much inventory you have, what you need, and what you have in overstock, you can move your inventory quickly and easily. So why use Zoho Inventory as your management system? Here are five reasons why…