Review Process - Word of the day #86
The impact of your sales team depends on the quality of information they get from your CRM. Inaccurate or missing information can hurt a sales rep's chances of closing a deal. Zoho CRM helps your organization define a review process where a user or team of your choice can vet incoming information before approving or rejecting it. They can add comments as well as state reasons for rejection to ensure your sales team has access to information of the highest quality. Here's a knowledge-base articleImproving banking process efficiency with Zoho CRM
Banks act as a bridge between borrowers and lenders, thereby facilitating millions of transactions each day and play a key role in the functioning of the economy. Some of the many functions performed by banks include: Acting as a custodian for people's money Helping corporate organizations in disbursing salaries to employees Providing loans for real estate, business, personal, educational and healthcare purposes. Offering credit & debit cards. Insurance schemes for people, assets and organizations.Approval Process - Word of the day #85
There are several instances in your business where your sales team needs approval from their senior managers—for example, pricing discount requests, contract review requests, capital expense approvals, vacation time approvals, and document approvals. Zoho CRM offers a dedicated approval management system running behind the scenes to standardize approval processes and save time by creating a dependable, repeatable system. Here's a knowledge-base article on creating an Approval Process. Check thisProcess Management - Word of the day #84
Building a standardized sales process based on your most effective sales strategies provides your company with a consistent roadmap to success. From lead creation to deal closure and everything in between, Zoho CRM can capture your organization's sales process and make sure everyone in your team follows the right process, even when you're not looking. Zoho CRM offers some easy-to-use features that can help build flowcharts and create logical steps for the process to make it repeatable, productive,Recycle Bin - Word of the day #83
All the records and files that are deleted from the Zoho CRM account will be stored in the recycle bin. You can restore the records from the recycle bin within 60 days, after which they will be permanently deleted from your CRM account. You can also manually delete the records from the recycle bin before the default deletion period. Here's a knowledge-base article on working with recycle bin. Check this video from Aspen Technology Group. Previous 'Word of the Day': Export Next 'Word of the Day':Export - Word of the day #82
The Export Data feature in Zoho CRM allows you to export data (in CSV format) from individual CRM modules. After exporting the data, you can further validate or store the data in your own server(s). You can export a maximum of 3000 records from a module. Here's a knowledge-base article on how to export data from Zoho CRM. Check this video on data exporting. Previous 'Word of the Day': Import Next 'Word of the Day': Recycle BinImport - Word of the day #81
Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities in any business. For that reason, importing should be easy and should help you maintain clean data without duplicates. If the import file is in .XLS, .XLSX or .VCF format, you can import a maximum of 5000 records/batch for all CRM editions. However, toMy Zoho Story #05 Tiffany Stillwell - Adapting a cloud solution for business growth
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. Tiffany Stillwell is the Vice President of Marketing at Patten Title Company. Listen to her story on how going cloud empowered their business.IMAP - Word of the day #80
IMAP (Internet Message Access Protocol) is an email retrieval and storage protocol, which syncs with the servers and maintains the status of messages across multiple email clients. Zoho Mail can be accessed via IMAP on any standard IMAP client using the configuration details provided in this guide. Log in to your webmail and Enable IMAP Access for your account before you configure IMAP in the email client. (You might require an Application-specific Password to set up the account for other devicesPOP - Word of the day #79
POP or Post Office Protocol enables you to access the emails in any email client of your choice. POP performs one-way email retrieval and there is no sync between the email clients and server. That means, emails are downloaded in the client and deleted from the server unless "Keep a copy on server" option is provided. Zoho Mail can be configured in any standard POP email client providing the POP and SMTP server settings. Here's a knowledge-base article on setting up POP account. Previous 'Word ofTranslation - Word of the day #78
Zoho CRM provides an option for Administrators to translate the fields and picklist values to other languages for CRM users. The first step is to turn on the translations setting. Then, you may add as many languages you need from the list of 26 pre-defined languages available in Zoho CRM. Read this knowledge-base article to learn the step by step process of adding languages. Previous 'Word of the Day': Data Backup Next 'Word of the Day': POPData Backup - Word of the day #77
The Data Backup feature allows Zoho CRM users with Administrator privileges to take a complete backup of the CRM data. The data backup takes a few minutes to hours depending on the size of the data that needs to be archived. Smaller the data, lesser time it takes to complete the backup. The backup can be downloaded from Setup > Data Administration > Data Backup. Backup download link remains active for a maximum of 7 days from the date of backup creation. Here's a knowledge-base article on workingNotes - Word of the day #76
Notes are the digital equivalent of paper sticky notes. You can use the notes to write questions, reminders, and anything you would write on notepaper. These are useful for storing bits of information related to customers, which you may need later. In Zoho CRM, you can associate notes to the records by specifying the required details. [You can create notes only if you have the permission.] Here's the knowledge-base article on working with Notes. Previous 'Word of the Day': Kanban View Next 'WordKanban View - Word of the day #75
Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can sort the leads based on their status or categorize the sales depending on different stages. This sort of information gives better insights about potential bottlenecks and lets you fix them effectively. In comparison to List View, where all the records are listed one after the other, a Kanban view segregates your data based upon the lead status giving a clearer picture. YouList View - Word of the day #74
In Zoho CRM, you can sort, categorize, and choose to view your records in three different ways: List view, Kanban view, and Canvas view. (We would cover Kanban view tomorrow, while you can learn more about Canvas view here.) In the List View, the records are grouped under a defined set of criteria. List views are categorized under 'Created By Me' and 'Shared With Me'. You can also mark list views that you often use as Favorites and those will be listed first in the List View drop-down. There areFilter - Word of the day #73
With Filter option in Zoho CRM, you may narrow down large volumes of data to the specific view you want to see. Create Advanced Filters that add context to your search, so you can filter out the records that you need to concentrate on and decide on the best course of action. You may use advanced filters to discover untapped leads, discover records that are likely to convert, filter contacts based on their deal stages among other examples. Here's a knowledge-base article on working with Advanced Filters.Widget - Word of the day #72
The provision to include external services to Zoho CRM helps to extend the functionalities of your application. Zoho CRM's Widgets, enable you to build embeddable UI components in the CRM and integrate them with the external application seamlessly. Widgets in Zoho CRM are embeddable UI components that you can create on your own, using our JS Software Development Kit. These widgets can be used to perform certain functions that utilize data from third-party applications seamlessly. Read this articleMulti-select Lookup Field - Word of the day #66
The Multi-Select Lookup Field enables you to establish what we call a many-to-many relationship between two modules in CRM. For instance, consider the example an insurance company. A single policy may be held by many policy holders. Similarly, a single policy holder may hold many policies. If you have two modules - Insurance Policies and PolicyHolders - there is a need to associate multiple records from each module to each other. This is not possible with a regular look-up field, as it allows onlyCOQL - Word of the day #71
COQL (CRM Object Query Language) is a SQL like language for querying data in Zoho CRM. It has some major advantages over the searchRecords API: you can use extra search operators (like, not equal, greater than etc.) and you can join multiple modules together. Read this article for an overview on COQL. This video shows you how to use it. Previous 'Word of the Day': API Next 'Word of the Day': WidgetAPI - Word of the day #70
API stands for Application Programming Interface. An API is a software intermediary that allows two applications to talk to each other. In other words, an API is the messenger that delivers your request to the provider that you're requesting it from and then delivers the response back to you. Use Zoho CRM's APIs to connect multiple data sources, enhance your workflows with additional data, and maintain a single point of truth. REST APIs: Access and work with almost all of Zoho CRM's components usingMy Zoho Story#3 - Hannah Eversole on Zoho, the need for remote collaboration, and adaptability in 2020
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. This interview features Hannah M Eversole, Global Strategy Analyst at Accurate Technologies Inc. Hannah is the driving force for Zoho in her company, implementing Zoho for various aspects of their business. Hannah also talks about the need for remote collaboration for businesses in 2020 and the solution offered by Zoho with its wideCalendar - Word of the day #69
Plan your demos with prospects, calls with customers, training sessions, and just about anything sales-related using Zoho CRM's built-in calendar. You can use your group calendar to check a lot more than just your colleagues' availability to attend calls or meetings. Filter your colleagues based on territories and other relevant criteria when you have to pass on specific information. Call prospects directly from your calendar and avoid the hassle of searching for phone numbers. Turn a one-time eventCustom Module - Word of the day #68
Zoho CRM comes with standard modules for Sales, Marketing, Customer Support and Inventory management etc. However, module requirements can vary widely from business to business. Custom modules give you the flexibility to create the niche solutions that maximize operational efficiency. With the Custom Modules functionality in Zoho CRM, you can develop new modules using built-in tools that need no programming skills. These custom modules can seamlessly integrate with core CRM modules and need not beCommunity Digest - June 2020
Announcements: We are elated to announce our most awaited features of 2020. Check out the posts below: Understand customers' expectations Offer a personalized selling experience Evaluate how your business processes are performing Improve work environment for your employees Here's a list of Zoho Marketplace releases: WeChat Pay, Bold BI and 4 more Zoho CRM extensions. Events module renamed as Meetings. The 'Need Help?' section inside the CRM profile page is revamped. Kaizen: Kaizen#34 - API CreditsLinking Module - Word of the day #67
A linking module is one that serves as a junction between two modules associated with a multi-select lookup field. Each association between two modules (created via a multi-select lookup field) is created as a record in the linking module. Here's a knowledge base article on working with Linking Module. Previous 'Word of the Day': Multi-select Lookup Fields Next 'Word of the Day': Custom ModuleCurrency Fields - Word of the day #64
The currency field in Zoho CRM module layouts enable your users to enter a monetary value. It displays a currency symbol and allows entering a decimal value. Here's a knowledge-base article on working with Currency Field. Watch this video by Paul Nicholson on working with multiple currencies. Previous 'Word of the Day': Dependency Fields Next 'Word of the Day': Lookup FieldsSmall Business Heroes: Podcast #2 - Jeniffer Weise, Founder of Bee Free Gluten-free Snacks
'Small Business Heroes' is a new podcast series where we hope to covering stories from small business owners on how they use Zoho CRM to scale their businesses. In this second episode of Small Business Heroes podcast series, we have with us a dynamicDependency Fields - Word of the day #63
In Zoho CRM module layouts, there could be certain fields whose values depend on another field's value. This can be defined as a parent-child relationship. For example, let's say there are two fields - Country and State - in your Leads module. The values in the State field will depend on the country that you select from the Country field. Similarly, the values for the Sub-Department field will depend on the Department field that you select. This kind of relationship is established by mapping dependencyTip #25: Customizing the Search Results layout in Zoho CRM
As part of our weekly Tips and Tricks series, we are back with a quick tip on customizing the search results layout in Zoho CRM. As you already know, you can search records using the Global Search option. For instance, you want to fetch the details of a contact called Smith, simply enter the keyword "Smith" in the Search text-box and Voila! You will see the details listed as related lists from all matching modules. But here, each related list you see above displays a standard set of columns. SayPick List Field - Word of the day #62
Pick List (or Drop-down) field is a field type in Zoho CRM that allows you to set a list of options for the CRM users to choose from, when submitting data. For example, when creating a new lead, you would want users to select an industry from the drop down list in field called 'Industry'. As an administrator of Zoho CRM account, you can edit the default pick list options provided in Zoho CRM. Multiple pick-list option enables selecting multiple values when creating or editing a record. For instance,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 heOmnichannel 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 FieldsGDPR - 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 missZIA - 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-baseMachine 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 computationsArtificial 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 showValidation 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 'WordTelephony - 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 'WordSubforms - 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.Next Page
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