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 uploadPortals - 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 RulesSandbox - 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 toTip#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 recordCongratulate 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 TrowMacros - 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 onunable 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. KerryWhy 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 amWebhooks - 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 ofField 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': WebhooksTasks - 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': FieldHow 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 '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 automatedCreating 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 NotificationsBlueprint - 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 informationSales 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': BlueprintSales 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 StageSales 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” opportunitiesHot 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 goodsCommunity 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 extensionsConverted 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 LeadsKnowledge 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 onCustomer 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 deckSocial - 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 ReportingVisits - 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': SocialForecasts - 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 'WordSolutions - 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': ForecastsHow 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': SolutionsSpotlight #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'sPrice 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 pricingVendors - 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 BooksCampaigns - 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 ZohoFeeds - 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': CampaignsSalesInbox - 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 combInvoices - 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': SalesInboxNext Page
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Hello Everyone! In the first half of December, Zoho CRM rolled out auto-invite for portals, smarter CPQ with Zia suggestions and price rules, and Query Workbench for faster query building. We also highlight other noteworthy conversations you shouldn’t
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How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
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