Formula Fields - Word of the day #61
The Zoho CRM formula fields enable you to define fields that can populate dynamically calculated data based on the values returned from other standard or custom fields. For instance, an insurance company may need to determine if the provided date of birth (by policy holders), confirms their eligibility to own a policy based on their present age. Here are few examples of Formula Fields Here's a knowledge-base article on working with Formula field. Watch this video from Ethical Technology where he
Omnichannel Communication - Word of the day #60
Zoho CRM allows you to converse in real-time with customers and prospects through any channel of communication. You'll get notified when someone interacts with your brand—whether they're browsing your website, reading an email, or talking about your brand on social media. Learn more. Check this video on performing omnichannel communication with Zoho CRM. Previous 'Word of the Day': GDPR Next 'Word of the Day': Formula Fields
GDPR - Word of the day #59
General Data Protection Regulation (GDPR) is a new set of rules designed to provide EU residents control over how their personal data can be used by companies across the globe. At its core, these rules aim to protect the data of its EU residents. This means that organizations need to be well aware of the impact that this will have on individuals and businesses who deal with EU residents' personal data. One also needs to be well-prepared to follow consistent data protection compliance requirements.
CRM for efficient sales follow-up — Never miss out on a potential big deal ever again.
Rigorous follow-ups in business demonstrate one's determination to build relationships with your customers. The end result of these successful relationships is, of course, more sales. Simply put, a follow-up is the process of proactively communicating with customers to complete an activity—in this case, a sales rep carries out a set of repeatable steps to build relationships, taking the prospect from the early stage of awareness to the final sale. Why following up in sales is important Never miss
ZIA - Word of the day #58
Zia is an AI-driven sales assistant for Zoho CRM. Zia optimizes your CRM data through data mining and machine learning to deliver key business information such as sales predictions, suggestions, and alerts. It is not only based on what goes into the system, but Zia even learns how each salesperson uses Zoho CRM from all her analysis. With Zia, you can understand your customer's behavior and deliver personalized marketing campaigns and other services that help you improve sales. Here's a knowledge-base
Machine Learning - Word of the day #57
Machine learning is an area of artificial intelligence (AI) and refers to machines and systems automatically learning new behaviors and processes from experience without needing to be specifically programmed for them. When exposed to new data, these computer programs are enabled to learn, grow, change, and develop by themselves. So, put simply, the iterative aspect of machine learning is the ability to adapt to new data independently. This is possible as programs learn from previous computations
Artificial Intelligence - Word of the day #56
AI stands for Artificial Intelligence and can be defined by creating and using machine processes that carry out actions “intelligently,” mirroring human behavior and responses. Some AI activities of today’s world include: speech recognition, information processing, self-correction, reasoning and problem solving. Over the past few years, Artificial Intelligence has been pushing the boundaries of what business tools can do. AI that can talk has been around for sometime now but it has started to show
Validation Rules - Word of the day #40
Validation rules in Zoho CRM allows you to define the accuracy and validity of the data that enters CRM. That is, you can define the undesirable values for a field in a validation rule, and if a field value entered for a record matches the criteria defined in the rule, CRM will throw an alert and will not allow the record to be saved. Here's a knowledge-base article on creating Validation Rules. Check this quick video on understanding Validation Rules. Previous 'Word of the Day': Sandbox Next 'Word
Telephony - Word of the day #55
The Telephony feature connects the PBX system and the Zoho CRM system that holds all the important details of your leads and customers. With this feature, Zoho CRM offers you a platform to manage incoming and outgoing calls. Not just that, it reminds you of the calls that are scheduled and also identifies the caller and matches the details with the customer's record in Zoho CRM. Here's a knowledge-base article on Telephony in Zoho CRM. Check this video that show Telephony feature. Previous 'Word
Subforms - Word of the day #54
Subforms are secondary forms or tables, which is part of a primary form in Zoho CRM. With sub-forms, you can establish a one-to-many relationship with data in your CRM, in which many secondary items are associated to a single primary record. In simple terms, a subform is a secondary form or a table, which will enable you to include multiple line items into a primary form. Here's a knowledge-base article on understanding and working with Subforms. Check this quick video on understanding Subforms.
Conditional Layouts - Word of the day #53
Conditional layouts are created with layout rules, by which you can establish an interface in which certain fields are shown depending on the value entered in a previous field. As a result you are able to make your layouts dynamic - as the entire structure of a layout changes based on the field values you enter. Note that you are not eliminating fields from the layout, you are only controlling how a layout appears based on certain field values. Here's a knowledge-base article on working with Conditional
The sales cycle and its implementation in CRM
In our previous discussion, we looked at what Sales Force Automation is and how it helps businesses overcome obstacles in a sales process. The process of taking a customer through a sales cycle, right from acquisition to conversion and retention can be streamlined, and routine tasks such as sending emails, scheduling tasks, and updating fields can be automated using a CRM, so that you are more efficient and save time and effort. Now, let us specifically look at what a sales cycle is and how Zoho
Field Sales Operations - Word of the day #52
Sales activities that require a field visit to a said location—either the clients' premises or other locations associated to the client— may be referred to as field sales operations. Previous 'Word of the Day': Sales Territories Next 'Word of the Day': Conditional Layouts
Marketplace Solutions 01: Manage your Acuity Scheduling appointments within Zoho CRM
A study says that sales reps spend 14% of their time in customer meetings. That said, scheduling appointments is one of the most unproductive tasks of your daily sales routine. Often times, it involves sending emails back and forth to agree on a time
Assignment Rules - Word of the day #50
Zoho CRM's assignment rule tool is designed to let you automate the lead assignment process by defining rules based on which leads are assigned to a set of agents/reps. You can configure different criteria based on your industry's specifications like territory, product interest, lead source etc., such that only the leads that satisfy the criteria will be automatically assigned to the selected rep. By automating the lead assignment process, you can save a lot of time and effort and also reduce the
Sales Territories - Word of the day #51
A territory is the demarcation of the sales force structure by which customers accounts are grouped and shared with the sales people of an organization. Territories can be based on various factors such as geography, industry, product line, the expected revenue, verticals, etc. Here's a knowledge-base article on managing sales territories in Zoho CRM. Check this quick video on Sales Territories. Previous 'Word of the Day': Assignment Rules Next 'Word of the Day': Field Sales Operations
Say goodbye to monotony in sales. Say hello to automation.
In many organizations, a large portion of a salesperson's time is spent on routine administrative activities rather than on sales or customer interactions. This work often consists of sending follow-up emails, creating task lists, and filling out paperwork. While each of these routine activities plays a crucial role in your sales process as a whole when carried out manually, they can become a bottleneck to achieving your sales targets. This, in turn, results in process delays and demotivation. If
Introducing the "CRM Admin Chat Room" — An exclusive space for you to discuss instrumental sales concepts with experts and peers.
"Curiosity is the wick in the candle of learning" , as you may already know, is a very popular quote by William Arthur Ward. Children, for instance, are inherently curious, aren't they? — "Why is the sky blue?" "How do planes fly?" "Why am I short?" They
Gamescope - Word of the day #48
Gamescope in Zoho CRM is designed with the sole aim of making sales more fun and exciting for your sales teams. This is achieved in two ways - by letting sales people compete with one another and also with oneself. Here's a knowledge-base article on setting up Gamescope. Check this quick video: Previous 'Word of the Day': Canvas Next 'Word of the Day': Scoring Rules
Zoho CRM Error message #1: Fixing [ Server Disconnect ] or [ Connect Error ] while configuring IMAP.
Error messages need no introduction. Software applications work based on a certain logic and you encounter an error message whenever the process deviates from the set logic. In this new series, we will be addressing some of the common error messages encountered in Zoho CRM and how to fix them on your own. There are couple of error messages that you might encounter while configuring IMAP within Zoho CRM. [Server Disconnect] error when the server fails to establish connection with the ports [Connection
Canvas - Word of the day #47
Canvas View in Zoho CRM lets you sculpt an exclusively personalized view of your CRM records. You can customize the way the records are displayed depending on your business needs. You can use canvas to add record images for better identification, use custom buttons for representing the fields, use specific font style or size, change the alignment of field types, group similar field types, and much more. In other words, you can completely refurbish the way your CRM records are displayed per your choice.
Community Digest - May 2020
Announcements: Introducing a new instant action in the Workflow rule - Create record. Check out the new field to upload gallery of photos - Image upload field. Updated org-specific OAuth2.0 Tokens flow for Zoho CRM. Remote Sales Office, a team collaboration toolkit - Zoho Cliq, Zoho Meeting, and Zoho ShowTime integrates with Zoho CRM in a single package. Kaizen: Kaizen #29 - Parameters in Zoho CRM APIs [Part 1/2] Kaizen #30 - Parameters in Zoho CRM APIs [Part 2/2] Kaizen #31 - Subforms #API Kaizen
Web Forms - Word of the day #46
Web forms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data from websites into Zoho CRM. Here's a knowledge-base article on working with Web Forms Check this video on Web Forms. Previous 'Word of the Day': Audit Logs Next 'Word of the Day': Canvas
How to manage and segment multiple business data in Zoho CRM
Today, let us see how to manage and segment data when you handle multiple businesses in Zoho CRM. There are businesses that have different products catering to different verticals . For example, an insurance company handles Health, Vehicle, and Property insurances simultaneously. Each segment has its challenges. Insights and management of data by segment is essential to channelize sales efforts. Zoho CRM helps you segment the data and manage them effectively. Let me show you how this is done if the
Audit Logs - Word of the day #45
The Audit Log is a chronological sequence of entries, each resulting from the actions performed by Users in Zoho CRM. Audit logs are helpful to determine what has happened before and after an event, and also to identify records associated with certain events. Users with administrative profile can access this feature. Here's a knowledge-base article on working with Audit Logs. Check this quick video on Audit Logs. Previous 'Word of the Day': Autoresponders Next 'Word of the Day': Web Forms
Autoresponders - Word of the day #44
Autoresponder is a feature in Zoho CRM used to automate scheduled follow-ups with your leads/contacts. These come in handy when you wish to plan drip campaigns. Here's a knowledge-base article on managing auto-responders. Check this quick video: Previous 'Word of the Day': SalesSignal Next 'Word of the Day': Audit Logs
SalesSignals - Word of the day #43
The SalesSignals feature in Zoho CRM provides real-time notifications from your leads, contacts, or potential customers. You can keep track of all the customer interactions across various channels and follow-up with them from one central place, your Zoho CRM account. SalesSignals improve timely communication and enables you to follow-up with your leads and contacts and close deals quickly. Here's a knowledge-base article on enabling SalesSignals in your Zoho CRM. Check this video on understanding
Document Library - Word of the day #42
Brochures, PDF docs, RFPs, invoices, comparison docs, guides, presentations, forms, etc. are just some of the documents that people may use frequently in business. You may constantly make changes to these business resources and keep them up-to-date and relevant. For all these, you need a document repository, a place where you can organize and manage all your business related files and also share it with people in your organization. The Documents tab in Zoho CRM acts as a library where you can upload
Portals - Word of the day #41
Portals, are designed to give your customers access to part of your Zoho CRM. By creating portals, you can extend access to your Zoho CRM account to your customers. Through a portal, your customers can access the modules and some of the associated data such as products, invoices, and notes. They can also view, edit, or create records or add notes and attachments. Here's a knowledge-base article on creating Portals. Check this quick tutorial on Portals. Previous 'Word of the Day': Validation Rules
Sandbox - Word of the day #39
As your organization grows so does the complexity in your sales processes grow. At such a juncture, any small error in a process could have a domino effect. No organization can afford such a situation. To help overcome this hassle, Zoho CRM offers Sandbox, an environment to test your Zoho CRM settings before you can take it to your production setup. This way, you can feel much safer about the changes to your settings, as you can now test them, identify issues and fix them before you take them to
Tip#2: How to configure quick actions and access the records on the go?
Sales reps on the move would always like to access their routine work items easily, instead of going through multiple taps and clicks. Here is a tip that will help the reps do just that. In the Zoho CRM mobile app, we have the feature called 'App shortcuts' (Android) and '3D Touch' (iOS), using which you can set the quick actions that you carry out on a day to day basis and work with the app efficiently. Let's say, you are meeting a new lead, and if you would quickly like to create a record
Congratulate the Zoho Community Rockstars!
Clock-wise from top: Pic 1: Kevin Flynn presenting at the Chicago ZUG meetup in May '18; Pic 2: Kevin Flynn receiving the Zoho Community top contributor award for 2018-19; Pic 3- Michael Trow presenting at the Atlanta ZUG meetup in Apr '18; Pic 4 - Michael Trow receiving the Zoho Community top contributor award for 2018-19. On behalf of Zoho Community, we’d like to recognize the contributions of our MVPs Michael Trow and Kevin Flynn for their outstanding contributions in CRM Forums. Michael Trow
Macros - Word of the day #37
Macro is a feature that lets you execute a bunch of tasks for selected records quickly. Let's say you are required to call up a fresh set of leads every day. Once you are done with the call, you need to send them a standard email and update the lead status to "Contacted". And after that, you assign the leads to your colleague so he can take things further. Now you have 3 things to do in the CRM, send mail update field create task Instead of doing the same thing for every lead, you can create a "macro"
Functions - Word of the day #36
Zoho CRM Functions help you to update the data in related CRM modules or third-party applications by executing simple program scripts. When a record matches the workflow criteria, the workflow engine automatically triggers the function and update the CRM records. With Functions, you can program scripts using Deluge Script (powered by Zoho Creator), associate them to workflow rules, and automate the business process. Here's a knowledge-base article on working with Functions. Check this webinar on
unable to connect imap
I'm trying to configure the new Sales IN Box feature in ZOHO CRM. I've gone thru all the steps. I've added the SPF and DKIM keys and tested. I've got the right connection info to my server and account. When I try to complete the connection the page will say "Authenticating" for quite some time then finally says "Server Disconnect". I'm lost as to what to do next. Any help appreciated. Kerry
Why I RAN From Salesforce
I still remember in 2003 when I logged into Salesforce for the first time. I was already an avid Sugar Fan Boy at the time but knew there was a shift about to occur as the Engineering demand of Sugar was too much for a normal business. Who would have known just how right I was? For the next 16 years I would walk almost 100 companies into launching or integrating with Salesforce in some way. I probably was one of their largest sales producers they still have no clue of. But just like in 2003 I am
Webhooks - Word of the day #35
Webhooks facilitates communication with third-party applications by sending instant web notifications every time an event occurs in Zoho CRM. With Webhooks, you can configure HTTP URLs and associate them in workflow rules to automate the entire notification process. For general information about Webhooks, please refer to webhooks.org. Here's a knowledge-base article on Webhooks workflow. Check this video on Webhooks in Zoho CRM by Nuanced IT. Previous 'Word of the Day': Field Updates Next 'Word of
Field Updates - Word of the day #34
The Field Update option in Zoho CRM helps you to update certain field values in the records automatically, when the associated workflow rule is triggered. Here's a knowledge-base article on how to automatically update fields. Check this video where Mandy Cagle, from Zoho CRM on-boarding team, explains how to automatically perform activities when workflow rule is triggered. Previous 'Word of the Day': Tasks Next 'Word of the Day': Webhooks
Tasks - Word of the day #33
Workflow Tasks are among the actions associated to a workflow rule. A task is an activity that is assigned to a user. When you associate a workflow task to a workflow rule, it is automatically assigned to the user when the rule is triggered for the records that meet the rule's criteria. Here's a knowledge-base article on creating workflow tasks. Check this video from Lebertech Technology Solutions on Tasks in Zoho CRM. Previous 'Word of the Day': Email Notifications Next 'Word of the Day': Field
How to estimate your revenue every quarter using Zoho CRM.
Let's see how to estimate your revenue every quarter using Zoho CRM. I'm sure you want to stay on top of things and keep a tab on revenue flow and also forecast future revenue. Most of the business decisions are based on this data. In recent times, we have been making constant upgrades to our Dashboards module. Today we would be using Dashboards to help us get this data. Click on the Dashboards module in Zoho CRM. You'll find this under ''Analytics''. Click on Add Component. Click on ''Comparator '
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