Focus Group Webinars - Zoho CRM 2020 feature edition to build long-lasting customer relationships - Part 2
Hey everyone, Over the last month we covered half of Zoho CRM's 2020 feature edition release in a series of webinars. In these webinars, we covered new features that develop customer experience and insight. This month and next, we'll focus on features under the categories of CRM foundation and experience. All these features aim to collectively enhance and drive long-lasting customer relationships. We'll discuss use cases for each feature and how it fits into common business scenarios, and the challengesCommunity Digest - October 2020
Announcements Take part in the virtual Halloween costume contest and win a gift hamper worth $100 from Zoho! Block your calendar - Here's the second part of the focus group webinar series to build long-lasting customer relationships with Zoho CRM 2020Small Business Heroes Podcast #4: Streamlining Business Process with Virtual Assistant
How to take the pain out of your business routine with virtual assistant? Listen to the founder of SOS (Specialized Office Support) - Amy Wall, who has been helping businesses streamline their business processes like sales, marketing, accounting and evenMy Zoho Story #09 Dr. Joseph Sweeney talks about moving business goals with the ever-changing market
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Joe Sweeney is the technology advisor for IBRS which provides Inform ation TechnologyMy Zoho Story #8 Martin Spritzer talks about the Zoho Ecosystem and Zoho Marketplace.
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Martin Spritzer is the General Manager for iquotexpress.com which provides quoting solutions for various businesses around the globe. Listen to his story on how his company had evolved over the years.Community Digest - September 2020
Announcements Browser versions in CRM are upgraded to facilitate advanced functionalities. Here is what you need to know. The new error codes in CRM API for Zia Vision - RECORD_LOCKED and NOT_APPROVED Update to Search Records for new user sign ups from September 15 2020. Clone Webforms across layouts within the same module. Zoho CRM webforms are now responsive and hence the forms get automatically adjusted based on the screen size. Take a look at the Connections update on deploying from Sandbox toFocus Group webinars - Zoho CRM 2020 feature edition to build long-lasting customer relationships (Part 1)
Hey everyone, A couple of months ago, Zoho CRM pushed out its 2020 feature edition release - a collection of 16 massive, brand-new features. All these features spread across different avenues in CRM, aim to collectively enhance and drive long-lasting customer relationships. We've categorized these features based on their function in developing customer insight, experience, foundation, and intelligence. More on the individual features that fall under each of the above categories, can be found here.Hide some fields for certain contacts
Hello, I created a bunch of different fields. More specifically, if we have different licenses (let's say 10), a client could have up to 5 different licenses, but not the 10 of them. I want to have each license as a custom field to keep track of how many licenses each client has bought, but I don't want the 10 licenses to show on each of my client's "summary", just the licenses that he has bought. Is there any way in settings, design options, etc, where I could make it so the "summary" only showsCreate a report this month vs last month
Hi, Is there a way to create a report that shows deals created by rep this month vs last month? Same for deals. I am trying to add it to a dashboard. If I can actually create a component in a dashboard would be a lot better. Thank youCommunity Digest - August 2020
Announcement: Block your calendar - We've scheduled focus group webinars covering Zoho CRM 2020 features that help build long lasting customer relationships. Increase API Credits right from the API Dashboard. Take a look at the newly revamped and visually appealing UI of Kanban View. Sub-concurrency limit is increased for complex APIs. Check out the enhancements made to Functions and the Activities Module. Introducing Workflow for Facebook and Twitter. Zoho Marketplace has marked its milestone ofMy Zoho Story #07 Stuart George talks about the evolution of technology
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Stuart George is the founder of CKP Creative which helps many businesses create an online presence and digital media strategies. Listen to his story on how his company had evolved over the years.Storage Space - Word of the day #110
Storage Space is the total space occupied by the records in the standard and custom module, which is inclusive of the notes that are added to the records. It also includes the space occupied by the data in your recycle bin. Data storage is calculated by taking the size of the records that you store in every module, the notes added to the records, and the data stored in the recycle bin. The edition-wise availability of data storage space in Zoho CRM: Edition Base Storage for an Org (approximate values)Team Collaboration - Word of the day #109
Zoho CRM is a collaborative CRM built to facilitate communication with your customers as well as your own team. Help your team stay connected with realtime sales updates. Enable teams to add helpful context to their sales records, or connect your collaboration tools to share updates from one platform. Feeds - Keep your team updated through Feeds, where you can discuss deals, collaborate on ideas, and broadcast announcements. Talk about a sales pitch that worked for you, post updates on the big dealsConnections - Word of the day #108
Connections is a simple authentication mechanism to connect your Zoho CRM account with any third-party application. Connections can be used to invoke any third party applications’ REST APIs and get access to your authenticated data from your functions or widgets. Zoho offers integration support for a wide range of third-party applications, including core Google services (Contacts, Calendar and Google Ads) and Microsoft software (MS Office, MS Outlook, etc.). However, there are some services thatMultiple Sales Pipeline - Word of the day #107
Every business has a unique sales process. If you are selling different products or targeting different types of markets, multiple pipelines can help you capture each deal's journey. With Multiple Sales Pipelines, you can accurately track multiple sales workflows for all of your products and markets. This feature helps us in defining the sales process for every deal. For instance, let's say Zylker Cars is a car dealership company that has different sales processes for reselling used cars, sellingGantt Chart - Word of the day #106
A Gantt chart is a visual representation of the project schedule. It displays information about task progress, task owner, task status and other task related data. The users of the Zoho CRM, in which the Zoho Projects extension is added, can view different types of reports. To view the Gantt chart in Zoho CRM, follow these steps: Select the Projects tab in the top navigation bar. Select the tab in the inner navigation bar corresponding to the project you want to work on. Click Reports in the leftSmall Business Heroes: Podcast #3 - Doug Kasper, Founder of 123HomeTheater.com
'Small Business Heroes' is a podcast series where we hope to covering stories from small business owners on how they use Zoho to scale their businesses. In this third episode of Small Business Heroes podcast series, we have with us a young entrepreneur from Twin Cities, Minnesota - Doug Kasper, founder of 123HomeTheater.com . 123HomeTheater.com provides consultation and installation services for a variety of home theaters to bring awesome movie theatre experience right into your homes. Let's listenQuadrant Analysis - Word of the day #105
When you have a large amount of sales data in your Zoho CRM, quadrant analysis allows you to distribute the data that you want to analyze or measure into four quadrants. You can analyze data such as, i) the type of campaigns versus the revenue generatedCohort Analysis - Word of the day #104
Cohorts are groups of users, customers, or data that share similar characteristics at any point of time. Cohort analysis can be helpful for understanding customer behavior across the sales life cycle or their buying trends and patterns, for analyzing support costs over a specific time period, or other similar metrics. Results drawn from the analysis can be used to adjust existing services or products offered to the identified cohorts and observing the resultant impact on the overall health of theSuper Admin - Word of the day #94
The Super Admin in Zoho CRM is one master administrator for the entire organization's CRM. Furthermore, communication regarding billing and other financial transactions concerning Zoho is held with the Super Admin. What is the difference between a Super Admin and an Admin? The Super Admin is the user who purchases the Zoho CRM subscription on behalf of the organization, and is the owner of the account. Super Admin is at the top of hierarchy in profiles and has all the privileges of an administrator.Tip #17: Keep Zoho CRM Home Page Clutter-free - For Yourself and Your Team
Hello folks, We are back again with a cool tip for this week on how you can maintain a clean Zoho CRM Home page. Tip #17: Keep Zoho CRM Home Page Clutter-free - For Yourself and Your Team The home page of Zoho CRM is very crucial for most of us. It is where you organize your day's work - your way! A cluttered home page could leave you lost in a busy schedule affecting your productivity. And the same holds true for anyone who uses Zoho CRM - be it for sales or marketing or any purpose. So in today'sTarget Meter - Word of the day #103
Target meter lets you set and monitor targets for your sales team. You can view the number of leads generated in the current year, annual revenue for last quarter, or sales target achieved in the past few months. You will not have to run through a pile of reports to get these information, all you need to do is choose a target meter and define the relevant parameters and get the data. Revenue, leads, deals—whatever your goal is, the target meter keeps your expectations realistic and helps you seeComparator - Word of the day #102
Compare a variety of metrics across multiple modules, such as users, teams, roles, and territories. Create a comparison table, weigh in on a range of parameters, and track how your metrics fare against each other. Zoho CRM provides you three types of comparator visual styles to suit your preference: Elegant, Sport, and Classic. You may also add an extra dimension to your comparator charts by comparing the current numbers with your past records. For example, let's say that one of the KPIs you useKPI - Word of the day #101
Key Performance Indicator (KPI) is a standard measurement that demonstrates the effectiveness of your sales team in achieving important business objectives, it also gives useful analytics to help sales personnel increase their productivity by measuring their performance on a regular basis. For example, a sales manager wants to monitor the top 10 sales reps in terms of average annual revenue each of them have achieved. He can easily accomplish this by creating a ranking style KPI by defining the averageMy Zoho Story #06 Suzy McGrath - Importance of reinventing the business model
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Suzy McGrath is the co-founder of Better Living Australia manufactures adjustable beds and distributes across the country. Listen to her story on how reinventing the business model made their business successful.Anomaly Detector - Word of the day #100
An anomaly detection offers meaningful insights about the business's trends which can play a critical role in influencing key decisions. Decision makers can change existing processes or assimilate better ideas and plans by observing what brings positive changes to their overall business health. For example, a sudden dip in purchases, lead conversions, or an increase in students dropping out of courses can indicate a negative deviation from the regular pattern; whereas, a surge in the purchase frequencyPredictive Sales - Word of the day #99
When there are too many deals in the sales pipeline, it's hard for salespeople to chase the right leads. With Zia, that's no longer a problem. She can predict the win probability of every ongoing deal and assign a dynamic score based on how close they are to conversion. Zia can also detect oncoming anomalies in your sales trends, giving you enough time to avert a drop in revenue or prepare for a surge in incoming leads. Make smarter sales pitch - Zia can help you by finding the product that a leadPerformance Management - Word of the day #98
Accelerate your sales team's productivity with accurate forecasts of potential revenue, and use productivity games to exceed your sales quotas. You can categorize customers quickly, set up multiple currencies, use AI predictions to prioritize leads and deals likely to convert, and track website visitors to convert more prospects. Forecasting: Forecast your revenue and assign targets for your team, using key information like deals in the pipeline, quotas achieved during the last fiscal year, and individualsCommandCenter - Word of the day#97
Today's customers can interact with your brand via multiple channels, and go through multiple organic paths before reaching a purchase decision. All this, with the expectation of individual attention along the way. Zoho CRM's CommandCenter helps you provide and keep track of thousands of such personal journeys without compromising on brand experience. CommandCenter allows you to create the customer journey (or other business processes) and add automated condition-based workflows across modules inSegmentation - Word of the day #96
Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/Up-sell opportunities and execute targeted campaigns to increase engagement, improve retention and deliver better ROI. The most common metric that is used for a post-purchase segmentation is the RFM metric. It evaluates the customers based on the recency, frequency, and monetary values. 1. Recency - When was the last time they purchased? 2. Frequency - How frequently did they purchase? 3. MonetaryAuto-number Field - Word of the day #95
In the Zoho CRM module layout, the 'Auto-number' field enables you to associate a sequential numeric value to each entry your users submit through your layout form. The number held by this field is automatically assigned immediately after your users submit an entry in the module, thus the auto number is a field for which your users cannot enter an input. Here's a knowledge-base article on how to create an Auto-number field. Previous 'Word of the Day': Super Admin Next 'Word of the Day': SegmentationGroup - Word of the day #93
In Zoho CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a particular group can access the records shared to a particular group and perform the necessary operations on the records. You can also create a group directly from the Feeds tab by clicking on the Create Group icon. For example, specify the Group Name as ProductWizards - Word of the day #92
A Wizard helps you divide a long form into a series of screens, where users can enter data on each screen as they proceed to the next step until completion. A step-wise approach is less overwhelming and reduces chances of erroneous data entry, as the partially completed form can be saved as draft and submitted later. Here's a knowledge-base article on how Wizards can be useful for you and how you can create it. Check this video from Lior Izik on working with Wizards. Previous 'Word of the Day': WebWeb Tab - Word of the day #91
Web tabs help you to open web pages like company-wide announcements, web applications, etc. inside Zoho CRM. All the Zoho CRM users across the organization can view these web tabs. You can also create your own applications using Zoho Creator and access them inside Zoho CRM. By default, the web tabs functionality is available only to the users with Administrator privilege. However, you can also activate this functionality for other users. Here's a knowledge-base article on working with Web Tabs. CheckCommunity Digest - July 2020
Announcements: Zia is now a separate category in the setup page. Take a look. Rolling out new changes in CRM logo and Menu bar. Introducing Zoho Directory integration with Zoho CRM. Enhancement in Portals: Edit records and access subforms added by other portal users. Trimming down the list of Timezones in Zoho CRM. Associate emails with records using Outlook in Zoho CRM. Depreciating the old OAuth tokens for sandbox environment APIs. Zoho Marketplace houses a wide range of extensions to enrich yourActivities - Word of the day #90
An important aspect in CRM is to keep track of various sales activities such as tasks, meetings (previously called 'Events') or calls. You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc. They can be very useful in initiating and tracking pending action items and in recording the results of meetings or events. In Zoho CRM, the Activities module is where you can create and associateMulti-page Layout - Word of the day #89
Zoho CRM allows you to run a separate sales process with its fields, records, views, workflows, reports, and dashboards. This way, multiple departments in your organization can use the software without the need for multiple CRM accounts. Check this video from OscilloSoft Pty Ltd. Previous 'Word of the Day': Email Parser Next 'Word of the Day': ActivitiesAsk the Experts - Q&A discussion on building customer experience and foundation in CRM 2020
Last month, Zoho CRM delivered a mammoth release of 16 brand-new features. These span across developing customer insight, experience, intelligence and foundation in Zoho CRM. To help our users implement and understand the functionality of these new features, we've scheduled live Q&A sessions on this forum. The first session will be held on 9th July, between 9:00 AM and 2:00 PM EDT | 2:00 PM and 7:00 PM BST and cover features falling under categories of Experience and Foundation in Zoho CRM. OurEmail Parser - Word of the day #88
Simplify the process of lead generation by fetching lead data directly from incoming sales enquiry emails. An Email Parser is designed to automate the process of adding records to Zoho CRM by extracting information from incoming emails. The leads' details can be extracted by the email parser and added directly to your CRM records. Here's a knowledge-base article on how Email Parser works. Check this video from 'SaaS on a Shoestring' on Email Parsers. Previous 'Word of the Day': Escalation Rules NextEscalation Rules - Word of the day #87
If cases aren't being solved quickly, Zoho CRM automatically escalates the overdue cases to the relevant manager or sales rep. You can configure a simple set of rules based on various criteria like priority, case name, or the time at which it was created to govern these actions and manage cases more efficiently. Here's a knowledge-base article on how to set escalation rules. Check this video from TheMarksGroup. Previous 'Word of the Day': Review Process Next 'Word of the Day': Email ParserNext Page
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Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveragingJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpZoho CRM Community Digest - September 2024
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