Email marketing- Contactology vs Mailchimp
I am evaluating whether to integrate Zoho CRM with either Mailchimp or Contactology (I believe the only two companies that are available at present with zoho). I have tried using zoho for emails and it doesnt work well at all. I was wondering if anyone has experience with the integration of either system and can tell me pros/cons. Specifically, want to know: - Is integration one way or two way? ie can I mark in zoho automatically what emails a customer has received in mailchimp or contactology? Or
From Free to Professional upgrade with fails?
I like ZOHO CRM and after upgraded to payed version (Professional) I continue without use the tabs Quotes, Price Books etc, with a message that my version still the old (the free version that I upgraded to Professional). Looking the upgrade process, it´s allright, and I was billed. What should I do? I am waiting for the support area but without answer that fits in my case. Thank you for help from anyone. Marcos
Advice Please
I had posted before - my first time - but my post never came up. I have spent hours - days? - looking at database programs we might use for a web based real estate company. We need the ability to capture information that a new customer would input about their property - much like what an MLS listing would have - and to then return one or more properties that a customer would search for. Back office support for billing, etc., as well. It seems that the Real Estate CRM programs I have investigated
Importing - associations
Hi I'm trying to import a product database in Zoho. This database consists of individual accounts and other financial products which are uniquely associated with clients. For example: client 1 bought mortgage 123452 and has account 345678 Is it possible to associate the products during the import with a client ID? Otherwise I have to associate the products individually to clients after importing the products. So for example (we do financial planning) Thanks in advance Regards Bram
Advice Please
I have spent hours - days? - looking for a database program to use for a new internet based real estate advertising company. Most of the RE CRM programs I have investigated offer far more than what we need as we will be advertising only, no sales so no need for tracking contracts, salespeople, etc. These programs offer little in the way of being able to customize. Zoho seems to offer what we need - with a few questions to be answered - First, I have extensive computer, webdesign, etc. skills but
Need advice on getting started
I started a new website http://www.rosa4rockland.org. We are a not-for-profit. I think that if I could create a solution to achieve my website to CRM objectives on zoho this would be a solution that could be promoted widely. What I really need is the following: 1. Newsletter signup - I would like to have a way to get just emails from people who are interested in getting our announcements. Then could either generate email from CRM database or have it connect with standard mailing list. I just
Mulitple Account Owners
We have the need to have more than one account owner for accounts, contacts and leads. Is this a possibility? If so, how do you add an additional owner to the account? If this is not possible, is there a way to set up a specific role that can only see accounts, leads, or contacts that are assigned to specific owners? Your help is appreciated!
Colors for Priority in Task and Events
When you sort by Priority, the dates don't sort properly (or in order), and when you sort by Date, the priority does not stay in order. So, why don't you add colors that relate to priority. e.g. High is red, Normal is blue, and Low is just black, or something like that. Richard Brust http://www.rbrdatasolutions.com
Web-To-Case does not create contact
Hi, I create a web-to-case form. I choose the fields from Web-To-Case and also clicked create new contact if the contact does not already exist. However, two questions. 1. When I picked the fields from the list, First Name, Last Name, City, State, Zip etc. do not exist under web-to-case. I need these fields to create the new contact if one dosnt already exist, right? The only field that is under web-to-case that would be related to a contact is e-mail. 2. I created a web-to-case form with the e-mail
I need to upload a file from an external source to zoho crm.
I need to upload a file from an external source to zoho. from the panel of "Leads" -> "Attachments" I can upload files to my clients profiles, but I also need to upload them from my website (I am currently at a point where i can send and retrieve information to/from zoho using your API's so my clients can fill out their own information from my website and save it in zoho CRM) this is possible? excuse my translation, but English is not my native language. thanks
Our difficulties using Zoho CRM for order management.
Address Information is pulled from account when creating sales order or invoice. We need to populate orders with contact address information. No Payment Integration: When creating orders, we have to open authorize.net and reenter customers information. Drop Shipping is our business and we have to enter the order twice. Immediately after entering an order we need to be able to automatically send the purchase order (multiple purchase orders if multiple vendor products on order) with the option to
Purchase order creation
Please advise how to have the system auto create the purchase orders from sales orders or invoices.
Convert e-mail to case
L.s., Any idea on how to convert an e-mail to a case? Browsing around on this forum gives me the impression it is just not possible without using outlook.
Converting Leads to Contacts
My telemarketing company introduced me to Zoho CRM but loaded our contact list as "Leads" (optimistic thinking on their part?). Now I find it difficult to use Zoho because I want leads to represent only contacts that have expressed an interest in our service. Is there any way to convert all Leads to Contacts? Perhaps export the entire list, delete from list from Leads and then import the list into Leads?
is it possible to put data from field to field in the same module?
i will to update the closing date field
Problem w/ PhoneBridge
Is anyone else having problems w/ PhoneBridge? I am able to run it against my Asterisk machine and the Java program logs in via the manager interface just fine, however I can not connect with crm.zoho.com. It was working just fine, but now it stopped working. I also check the CRM Key and the key is fine as well. I get the following error: java.io.InterruptedIOException: Connection establishment timed out at HTTPClient.HTTPConnection.getSocket(HTTPConnection.java:3140) at HTTPClient.HTTPConnection.sendRequest(HTTPConnection.java:2879)
A-Z letter list in the Leads module.
In the Leads tab I'm not able to click on the alphabetical list across the top of the main Leads page and find my leads by last name. I have to click on the letter for their first name to find their lead. Is there a way to configure the leads that will allow me to click on the letter and pull up their last name instead of their first name? Thanks!
Hi is it possible to pule date from fiels to field in the same module
i am trying to update the closing date field from other field i try in work flow and i try with formula field and i dont know how to do it can you help pls
Alphanumeric account numbers?
I've been searching for an answer to this but haven't been able to find anything - Is it possible the make account numbers alphanumeric? I am migrating my client list to Zoho and all the existing account numbers are in the format "abc123" and I would rather not have to rename them all. Also, the alpha part makes it easier to remember the client - the alpha part is the first three letters of the account name. Any suggestions would be greatly appreciated. Thanks!
ZoHo Support = Excellent
Just wanted to publish a note that I had a support session with Prakash this evening regarding some CRM questions. Not only did he take time to help, but he explained what was going on. It's great to get good support, and he deserves recognition! Thanks! Richard Brust http://www.rbrdatasolutions.com
Invoices,, quotes and sales orders - WHY?
hi all, wondered if you could help. I cant seem to get the sections for description into the invoices. they all show terms and conditions (which is blank as we sign these separately) and no matter what I do I can't seem to get description of goods to show there instead. any ideas?
Help! Deleted User and Now Can't Add Him Back?
I deleted a user in our CRM account by accident... When I go back to add this same user the system says "can't add user because they already exist in system". Does anyone know how to work around this?
THUMBNAILS in ZOHO DOCS
I have just set up a library of product pics in Zoho Docs so franchisees can send emails with pics attached. All very good but is there any way my USERS can see a preview of a pic/thumbnail before selecting it as an attachment? Richard Huggins Quickcolourprint.com.au Perth, Australia 1300 784 250
Link Notes with Contacts
I really need some help with the importing of Notes - linking them to the Contact during import. I've tried importing "by Parent entity IDof Notes" and "by Parent entity Name of Notes" - neither is working. - I have exported the Contacts from ZoHo, and added the Contact ID to the Notes csv file - all the required fields have been populated Thanks Richard Brust http://www.rbrdatasolutions.com
how do I close a sale?
I'm having a newbie question; how do I close a sale....?
Conditional data entry sections
It would be good if we can have data entry in areas CONDITIONAL on a field, eg boolean field, ie: Does he have a CAR: YES / NO If YES - open this section up: - What model - What colour - ETC IF NO - open this section up: - Why does he not have a car This way we can ask many questions, without clogging the interface too greatly. Thanks nainishb
E-mail template "From"
Most e-mail clients support the display of a full name in the "From" column of one's Inbox, assuming the "From" of the e-mail includes the name as well as the e-mail address. Currently, e-mails sent from ZohoCRM using an e-mail template only include the sender's e-mail address, resulting in a a less than personal display in the recipient's e-mail inbox. It would be nice if you could include the sender's name from the user settings, or, make it optional. Bill Clarke
Include Task Description in email notification?
Is is possible to include the notes in the task description when a reminder email is sent?
Mapping migration from ACT to Zoho
Hi, I exported my ACT data file and it split the records into 16 .csv files. Do you have a document that shows which field from ACT map to corresponding fields in Zoho? Thank you. Amy
How do I convert an email to a lead using Zoho mail and CRM
I am trying to use zoho to manage my vacation rental leads. 95% of my leads come in via email from two marketing services. The body of the email contains all the information I want mapped over to the Leads CRM (such as name, number, email, property number of interest, dates of stay, etc...). The problem I am having is that when I select the "Add to CRM leads" option all that transfers is my marketing company name and email, this is information is the same for all the leads I receive. How do I
Email to CRM leads is live!
I don't recall an announcement, but I am very happy to see that email to CRM leads is live! (previously only worked with contacts). This is a small thing, but very useful. Thanks! - Brian http://www.redpelicanmusic.com
Email Templates - Auto send to Leads
Hi I wanted to set rules for sending various email templates to Leads / Potentials etc but cant see how to do it. All I can see is one generic auto email on Web to Lead. Also cant seem to send Email Template on demand to Lead or Contact. Brett Hayton Brett Hayton
How to only display project related email in the module email section?
for example, i got 10 leads in the leads module, and try to assign all 10 leads to one sales person. All the email in module email section are the same, and come from the same email address, just want to know if we can sort the email by the project name or something else. so we won't be confused by the email from other project or leads.
How to Record email by project name?
For example, I got 10 leads from my web form, and assigned all 10 leads to one sales person, I want only the lead related email show on each email section, by doing that, I will not mess up with all the other leads. However, when i check the email in each lead through CRM. the email under CRM seems record all the email by the email address, is there any way to make it project related?
Tabs instead of one big webpage
Contact details - such as Notes, Emails, Activities, etc - should be tabs instead of just a lengthy list that you have to scroll to see. This is not only generally inline with other CRM systems, it makes navigating related information much quicker and efficient. Richard Brust http://www.rbrdatasolutions.com
How can I recall contacts without any emails or notes in a given timeframe?
Do you know how I can recall contacts without any emails or notes before a specific date? i.e. to contact leads who have not been contacted within a specified period of time (I know how to do it by date/time modified, but that only works if contact information is updated not an email or note generated). Any help is much appreciated
Report of Activities (Calls, emails, etc)
What report would a manager type person run to get a weekly summary of their user's (i.e. sales people) activities with their contacts - including Notes and Emails specifically. e.g. Joe Salesperson has 10 contacts under his account. I want to see all 10 contacts that were "touched" - either via email or a Note that Joe wrote in that contacts record - during the last week. How can this be done? Richard Brust http://www.rbrdatasolutions.com
outbound single click dialing
can zoho CRM be used for single click outbound dialing with voip systems OTHER THAN SKYPE? astericks or other pbx type systems?
Need new/enhanced features in Workflow Rules
Primarily, being able to sequence tasks/alerts. e.g.: Task1: send thank you or intro email <- this is already possible Task2: Schedule Call <- this is already possible Task3: when Task2 is cleared...do something. Basically, it's sequencing tasks based on a previous task being completed. Richard Brust http://www.rbrdatasolutions.com
Limited View access is not enough
We are trying to extend some functionality of our CRM to some business partners who focus on certain product lines. However, limited view access is not enough. I even customized it so that they only have access to job leads. The problem is that they can still use search function, and have access to view all jobs due to default ZoHo views. How can i block search and default job views?
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