Email Notifications - Word of the day #32
Email Notifications are among the actions associated to a workflow rule. They are email alerts that are sent to leads/contacts and users in the organization. When you associate an email notification to a workflow rule, the selected email is automatically sent to the chosen recipients when the rule is triggered for records meeting the criteria specified in the rule. Here's a knowledge-base article on setting up email notifications. Check this video from Paul Nicholson to learn how to set up an automated
Creating a recurring task through workflows
Under the leads module we have a field called 'Quote Live?' - this is a mandatory field and upon creation the user will select 'Yes' (given it's a new lead); I want to create a workflow whereby an automatic, recurring task is created that'll prompt the user to contact the lead every 7 days but I'm at a loss at how to do this. There doesn't seem to be any obvious option when I'm trying to create the workflow rule - last modified time / activity etc doesn't seem relevant as the relevant data ('Yes')
Workflow - Word of the day #31
A workflow is a series of steps (tasks, events, interactions, activities) necessary to complete a business work process. In a sequential workflow, each step is necessary to be completed before the next step can be started; in a parallel workflow, two or more steps can occur simultaneously. Here's a knowledge-base article on how to set up the Workflow rules in Zoho CRM. Check this quick video on Workflow rules. Previous 'Word of the Day': Blueprint Next 'Word of the Day': Email Notifications
Blueprint - Word of the day #30
Blueprint, a technology inside Zoho CRM, gently guides users through what actions should be taken at what time, and prompts them for the right information in the right sequence. Blueprint is designed to automate and execute a business process in a well defined and systematic manner. With a Blueprint, you can: 1. Define the sequence of stages in a process 2. Associate right people with each stage 3. Guide your teams through the execution of the process 4. Mandate and validate important information
Sales Stage - Word of the day #29
The sales stage describes the different steps an opportunity goes through in the lead-to-cash process. CRM systems come with pre-set sales stages where customers can configure these sales stages to align with the stages in their existing sales process. Watch this video where we explain the sales processes and stages adopted by different businesses: Previous 'Word of the Day': Sales Pipeline Next 'Word of the Day': Blueprint
Sales Pipeline - Word of the day #28
A sales pipeline is a company’s repository of all combined sales opportunities that currently exist for a company across every stage of the sales progress. The sales pipeline typically ranks opportunities from lowest probability (least likely to close) to highest probability (most likely to close). Previous 'Word of the Day': Sales Funnel Next 'Word of the Day': Sales Stage
Sales Funnel - Word of the day #27
The sales funnel refers to the cylinder-shaped visualization of a company’s entire sales opportunities in progress, sorted by the sales stage. Sales management and executives often refer to the sales funnel as a way of quickly gauging sales performance; a robust funnel across all stages is good, but a funnel with few or no leads across certain stages can signal future dips in revenue and subsequently operating cash-flow. A business typically has more early-stage, less “ready-to-close” opportunities
Hot Leads - Word of the day #26
A “hot lead” is a term typically referring to a contact who displays a strong intent to buy. A sales representative may classify a lead as “hot” after a strong initial meeting, or an automated lead system may tag a lead as “hot” when a prospect performs acts commonly associated with intent to buy, such as requesting a free trial or a meeting with a sales representative. Other concepts related to Leads: Junk Lead: A junk lead refers to a contact that may have shown interest in buying a company’s goods
Community Digest - April 2020
Announcements: Update Zoho CRM plug-in for MS Outlook and MS Word by April 30, 2020. Check out the changes in the new UI of the record details page. Introducing new Zoho CRM extensions - RingCentral Video, WhatsApp Web, and 10 other extensions from Marketplace. Take a look at the newly launched Zoho CRM extensions - IDX Broker, Mapsly, Acefone and 10 other extensions Introducing new Zoho Desk extensions - Github, OnePage CRM, and 4 other extensions from Marketplace. Here's a list of the extensions
Converted Lead - Word of the day #25
A converted lead refers a lead’s status change; it indicates that an Account, Contact and/or Opportunity has been created for the lead in the CRM system. A lead is usually converted after it has been qualified by the sales team as worthy of pursuing, however depending on the organization’s internal processes and guidelines, rules and timelines for lead conversion may differ. Check this video on Lead Conversion in Zoho CRM: Previous 'Word of the Day': Knowledge Base Next 'Word of the Day': Hot Leads
Knowledge Base - Word of the day #24
A knowledge base is a digital repository where a company stores all of their support documents, and which is accessible to customers, prospective customers and employees. Through a successfully managed knowledge base a company can improve customer support practices by increased self service, which in turn leads to lower support costs and increased customer lifetime value. Here's an article about creating knowledge-base. Check out few community discussions on knowledge base. Watch this overview on
Customer Experience (CX) - Word of the day #23
Customer experience describes the perception a (potential) customer gets after and while engaging with a company, its people, its brand or its assets. This engagement can include interactions with employees of the company or simply brand elements (company website, social media channels, whitepapers, etc.). Check this quick video where Zoho President, Raj Sabhlok, explains the importance and approach to digital customer experience: Previous 'Word of the Day': Ad-hoc Reporting Next 'Word of the Day':
Ad-hoc Reporting - Word of the day #22
Ad-hoc reporting is a functionality of business intelligence (BI) tools. “Ad-hoc” literally translates to “as the occasion requires,” meaning reports are usually created for a specific user’s or situation’s purpose. Ad-hoc reports can be as complex and customizable or as simple and plain as desired, and are therefore often utilized by non-technical users. Ad-hoc reports can also describe “one-off” or one-time reports that are created in a quick, unprepared or improvised way. Check this slide deck
Social - Word of the day #21
Social CRM is a strategy that focuses on the interaction, engagement and transaction with customers via social media channels. Here's a knowledge-base article on working with Social tab in Zoho CRM. Check this quick video on Social CRM: Previous 'Word of the Day': Visits Next 'Word of the Day': Ad-hoc Reporting
Visits - Word of the day #20
Visits, in Zoho CRM, represents tightly integrated module with Zoho SalesIQ (Zoho's web traffic analysis tool) to give your website visitor activity reports right inside CRM. Here's a knowledge-base article on how to integrate SalesIQ with your Zoho CRM. Check this video on setting up the SalesIQ integration: Previous 'Word of the Day': Forecasts Next 'Word of the Day': Social
Forecasts - Word of the day #19
Forecasts are the factual insights needed for making smart business decisions and anticipating future sales. Within Zoho CRM, your forecasts are automatically generated in the form of charts and textual information to provide you with a personalized view of your real-time business for tracking and fine-tuning the sales process in your organization. Check this knowledge-base article to learn more on working with Forecasts Here's a quick video on how to set up Forecasting in Zoho CRM: Previous 'Word
Solutions - Word of the day #18
Solutions are the resources within the organization that help solve recurrent problems encountered by customers. Check this knowledge-base article on working with Solutions module in Zoho CRM. Here's a quick video from Zoho partner, FWRD CRM, from Perth, Australia. Previous 'Word of the Day': Cases Next 'Word of the Day': Forecasts
How to create a Report in Zoho CRM
Hello Everyone, In this post, let us see how to create a reports in Zoho CRM. Reports are important tools that helps your business to analyse data, track sales performance, view trend analysis and visually analyze your data using a graph . Using Reports in Zoho CRM, we would be able to do just that as Zoho CRM has 40 default reports. Using Reports module, you can Build your own report, share reports, create Dashboards and also schedule your reports to be sent out daily, weekly or every month.
Cases - Word of the Day #17
Cases are the feedback received from the customers on various issues pertaining to the use of your products or services. They can be feature requests or bug reports. Once created, these cases can be assigned to the right support agent in your organization for better case resolution and customer satisfaction. Check this knowledge-base article on working with Cases module in Zoho CRM. Here's a quick video guide: Previous 'Word of the Day': Price Books Next 'Word of the Day': Solutions
Spotlight #3 - 3 easy steps to add Custom Buttons
Speaking of which, do you use custom buttons in Zoho CRM? Zoho CRM is customizable to the last bit. It lets you customize your modules, fields, links and several other elements. But did you know that you can add customized buttons too? Before we get into this further, let's look at our most recent announcement about the placement. We are introducing an additional placement for the custom button. The new location called the List view - Utility Menu, allows you to access the button from the module's
Price Books - Word of the day #16
Price Books are the agreed price for selling a product to a customer. The unit price is the price fixed by the manufacturer for the product and the list price is the sellers’ price which can be quoted in the price books. Additionally, the discount ranges can be defined. Within Zoho CRM, you can define multiple price books, and assign a default price to each client. You can cater to a mix of retail and distribution clients, or smaller vs. larger clients, with a convenient price book for each pricing
Vendors - Word of the day #15
Vendors are the companies, individuals or contractors from whom your organization procures products and services. The vendor details stored in Zoho CRM can provide better visibility on the vendors or suppliers for the future procurement of products. Check this knowledge-base article on working with Vendors module in Zoho CRM. Here's a quick video from Zoho partner, FWRD CRM, from Perth, Australia. Previous 'Word of the Day': Campaigns Next 'Word of the Day': Price Books
Campaigns - Word of the Day #14
Campaigns are marketing activities (inbound or outbound) whose purpose it is to build interest and awareness around a company’s products, services and brand. Outbound campaign examples can include email blasts to introduce a new product, print advertisements, cold calling, or company events; inbound campaign examples include web-to-lead forms to collect the names of people who want to learn more about a product, search engine optimization (SEO), or social media. Note: Not to be confused with Zoho
Feeds - Word of the Day #13
Feeds module lets you collaborate with other CRM users by sharing information etc. on a social wall, which other can reply and comment on. Check this knowledge-base article to learn how you can apply feeds in Zoho CRM for sales collaboration. Here's a quick video on the importance of the Feeds module in Zoho CRM. Previous 'Word of the Day': SalesInbox Next 'Word of the Day': Campaigns
SalesInbox - Word of the Day #12
SalesInbox is a mailbox inside your CRM that reflects your sales pipeline and your emails organized according to sales priorities, so that you stay on top of deals that matter the most. Connect Zoho CRM with your email client, and SalesInbox would create a 4-column layout - 1. Deals; 2. Contacts/Leads; 3. Not in CRM; and 4. Colleagues - and allocate incoming emails to one of the four columns. Read a knowledge-base article to learn more about SalesInbox and how to work with it. Here's a quick video:
How to integrate your Email with Zoho CRM
Hello Everyone, In this post, let us see how to integrate your Email with Zoho CRM. Your business needs the ability to communicate and track Email conversations with your customers. You also want the ability to reply instantly to emails, add follow-ups, share emails and more importantly, avoid the hassle of searching for emails. Using the Email integration feature, we could do just that. Zoho CRM automatically associates all emails with the customer records, so you will never have to comb
Invoices - Word of the day #11
Invoices are bills issued by the vendor to the customers along with the goods or services with the purpose of receiving payments. A quote can be converted into a Sales Order or Invoice with a single click. Here's a knowledge base article on how to create an invoice. Check this video from Zoho partner, Boosted CRM, from California, USA. Previous 'Word of the Day': Purchase Orders Next 'Word of the Day': SalesInbox
Purchase Orders - Word of the Day #10
A purchase order is a document sent to a supplier or vendor, authorizing shipment of a product to the customer at a specified price and terms. The creation of a purchase order creates a legally binding contract which cannot be changed without the consent of both parties. Read a knowledge base article on how to create a Purchase order. Here's a quick video from Zoho partner, FWRD CRM, from Perth, Australia. Previous 'Word of the Day': Sales Orders Next 'Word of the Day': Invoices
Sales Orders - Word of the Day #9
A Sales Order is the confirmation of sales generated after the customer sends a purchase order based on your quotes. Using Zoho CRM, a quote can be converted into a Sales Order with a single click. Read a knowledge base article on how to create a Sales order. Here's a quick video from Zoho partner, FWRD CRM, from Perth, Australia. Previous 'Word of the Day': Marketplace Next 'Word of the Day': Purchase Orders
Quotes - Word of the Day #7
Quotes are agreements between customers and vendors to deliver the requested product within the specified time at the agreed price. A quote can be converted into a Sales Order or Invoice with a single click. Templates can also be created based on the quote details and can be sent to the customer. Check out this knowledge base article if you're getting started with the 'Quotes' module in Zoho CRM. Here's a quick video from Zoho partner, FWRD CRM, from Perth, Australia. To learn more on how to expand
Marketplace - Word of the Day #8
A platform where developers list their applications that have possible, tight integration with Zoho CRM and helps in achieving a use-case which may not be possible by available CRM features. Here's a quick introduction video for Zoho Marketplace Check out the list of extensions released on Marketplace in March 2020. Previous 'Word of the Day': Quotes Next 'Word of the Day': Sales Orders
Analytics - Word of the day #6
CRM analytical reporting describes reports run within a CRM system that provides specific insights on customers, such as buying trends, customer demographic snapshots, multi-dimensional analysis, and period-over-period comparisons. Here's a knowledge base article on Data Analytics in Zoho CRM Watch a video on getting started with Analytics (Reports and Dashboards) modules of Zoho CRM. Previous 'Word of the Day': Deals Next 'Word of the Day': Quotes
Deals - Word of the Day #5
Deals (or Opportunities) are potential sales deals or revenue-generating events. A deal can be with an existing Account or with a new Account. CRM software can be of use in enhancing opportunities as it helps track, manage and organize all information and activities related to Deals. Check out a few knowledge base articles on getting started and working with the Deals module. A quick video on how to define Deals! Previous 'Word of the Day': Accounts Next 'Word of the Day': Analytics
CRM Hack #6 Notify the manager/higher-ups on unattended new leads
Hello everyone ! Strike when the iron is hot', they say. This is perfectly true in sales. Research shows that a whopping 35%-50% of sales goes to the vendor who reaches out first! And here is the bigger deal- the chances of converting is 9x more if you reach within the first 5 minutes! And I share this stats for a reason :) This week's hack is for the sales supervisors or managers who have a tough time dealing with new leads that are left unattended. I'm sure you've faced instances where a Lead or
Community Digest - March 2020
Announcements: Check out the new, revamped record details page in Zoho CRM that's easier on the eyes Custom Buttons now available in the List View - Utility Menu. Learn more. Field limits are revised for the enterprise edition. Effective contact management with extension pointers that allows you to fetch contacts from Google into Zoho CRM. Lead conversion mapping now in Sandbox with the ability to attach files from Zoho WorkDrive. More than 900 extensions in the Zoho Marketplace to enrich your experience
Accounts - Word of the Day #4
Accounts are companies (or households for B2C) with whom a company has business relations. Accounts may contain different data, such as customer information, company name, addresses, and such. Each Account can also be associated with other records in a CRM system, such as Opportunities or Contacts. In a typical B2B scenario (one business selling products or services to another business) accounts play a major role in keeping track of the important company information. Check out a few knowledge base
Contacts - Word of the Day #3
Contacts are individuals associated to an Account with whom a company has done business with or might do business with in the future. They are the people in an organization with whom your company communicates with in pursuit of business opportunities. Some of these contacts may belong to different departments in a company or multiple contacts of the same company. CRM contacts are typically converted from qualified leads, imported from an existing list, or added individually. A quick video on how
Leads - Word of the Day #2
Leads are the unqualified contacts or sales opportunities in your business. A lead can be a company or an individual who has expressed interest in a company’s product and/or service. In a CRM system, a lead is usually the starting point of a person’s record. They are the raw details gathered about individuals or representatives of organizations collected from websites, references, trade shows, seminars, advertisements, and other marketing campaigns. A lead goes through the follow-up process by sales
Create Payment APi in inventory failing
Hi, I am following your API documentation to record a payment against an invoice and mark invoice as paid but the API is not working. https://www.zoho.com/inventory/api/v1/#Customer_Payments_Create_a_paymentI I have the below json parameter {"JSONString":{"customer_id":"2058964000000074031","payment_mode":"cash","amount":105,"account_id":"450000000000353","date":"2019-10-31","invoices":[{"invoice_id":"2058964000000093105","amount_applied":105}]}} code: parameters = Map(); invoicedetails
Module - Word of the Day #1
In Zoho CRM, data is categorized into groups or divisions based on similarity. Each division that has similar data is called a "module". For example, 'Leads' is a module that contains all your leads' details. Contacts, Accounts, Deals, Quotes etc. are other examples of modules. In Zoho CRM, modules are of two major kinds - default modules and custom (or user-generated) modules. All these tabs (red underlined in the screen grab above) that you see in your Zoho CRM top header, are different modules.
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