One of the first things that a business will do when they are starting out is choose an email host. This can feel like a big decision, as there are SO MANY different hosting sites out there. With many of the businesses that we have worked with, the decision often comes down to Zoho Mail vs. Gmail. Many people are surprised to learn that at Marks Group Live… we use both. That is very confusing to a lot of people. Let me break down the similarities and differences between the platform, so you can see why sometimes two programs may be best for your business, or at least you can make an informed decision on choosing the best email platform for you.
It is now even easier to use the Quick Create in Zoho CRM thanks to some recent changes from Zoho!
What is Quick Create?
As the name suggests, Quick Create is a faster way create a new record from an existing record based on lookup fields. So how does it work? Let’s say you would like the ability to create a new deal directly from an existing contact. In the Contact form, you would add a Deal lookup field. Then, in the Deal form you would use the Quick Create option to build a form that can be accessed directly from the Contact record.
Why use Quick Create?
Quick Create was designed to provide a quick and easy way of creating one record via look-up in a related record. Using the example above, when you create a new Deal directly from an existing Contact you will have a more streamlined way to enter the most vital information, making your life a little easier, especially when you are on the go!
How do I create a Quick Create form in Zoho CRM?
To create a quick create form, you must have an existing lookup field relating to another module in the general form. All Quick Create forms pull in information from that look up module. Creating a Quick Create layout functions the same as creating any other layout, by simply dragging and dropping a field from the list of options into the form, and as with all other forms can be created for different layouts.
Check out our Zoho Training Video library for more assistance with Zoho CRM or one of the many other Zoho products! Feel free to contact us at email@example.com with any questions or ideas for other tips or videos.
Did you know that Amazon is currently working to program Samuel L. Jackson’s voice into all of their Alexa products? Imagine asking your Echo to read you what’s in you shopping cart, and the iconic Mr. L. Jackson let’s you know that there is toilet paper, light bulbs, sneakers, and the complete Blu-ray set of Friends waiting in your cart to be purchased. Technology is wild, isn’t it?Are you hoping that I am about to say that Zoho has programed Sam Elliot or James Earl Jones to assist you with your business deals? Unfortunately no… that’s not an update that the program has developed yet. I wish. But what I am here to say, is that if you aren’t already using Zia to help you with your business, you should be!
Your business may be small in size, but that doesn’t mean that you don’t want your client base to reach far and wide. Especially if your business is web based! Maybe your client in Los Angeles is having difficulty with software you sold them, but you are located in Philadelphia. Maybe you have a remote team of staff members and one employee who lives in Austin needs help from your IT person, who happens to live on Long Island. Or maybe all of your employees live in one are, but to save on overhead, everyone works from home. Enter in, Zoho Assist, a remote support software that allows you to support clients and employees with their technical issues from afar.
The Zoho suite of products is notoriously user friendly- that is why millions of users around the world choose to use it. So why, pray tell, would you need training on how to use their programs? So, it is true that Zoho is user friendly, but beyond it being easy to use, it is a suite of powerful and customizable programs and training can help you get the most out of them.
It takes a lot to choose which software you want to use, buy, and set up, and often training gets left to the wayside. We see it all the time, once clients learn the basic function of a program, that’s it… training over. What that often does is leave 80% o the software not being utilized. Even the most “tech savvy” employee can benefit from learning about tips and tricks of new software, no matter how user friendly it is. So as the owner of a business, why should you pay for extra training?
In a previous blog post I spoke about setting up a workflow in Zoho CRM. Any time you can automate a process, I say you should go for it. Automating your work can make for a more efficient work day. You want to work smart, and using workflows allows you to do that. Now once you have some basic tasks automated for you, you can up your game by using these advanced techniques to further your automation skills.
The Zoho One business suite has many products that seem to serve the same purpose. We often get many questions about this, but none more than the difference between Zoho Springs and Zoho Projects. This makes sense! Both of these programs are project management programs where you can work collaboratively with your team to complete a shared goal. Although the goals of these programs there are some distinct differences between them. Today I’m going to review the differences between these two programs, so you can choose the one that is best for your business.
At The Marks Group, we sell and implement five Customer Relationship Management (CRM) applications and currently serve more than 600 companies who use these applications to increase their sales, improve customer service and grow their profitability. A good CRM system, when implemented properly, will ensure that important tasks are never falling through the cracks, critical information is being shared by everyone in your organization wherever they are and the value of your company is increasing.
Zoho One has positioned itself to be one of the most used suite of products for all of your small business needs. CRM, book keeping, marketing, web development, and beyond, if you need it, Zoho One probably has it. To keep up with the demand of its customers, they recently released some new platforms and upgrades. I’ll provide a brief overview of the changes today, and will do a deeper dive into the new products in upcoming blog posts.
Zoho Projects is one of the most popular project management tools on the market. It is a straightforward, web-based program that allows you to collaborate with your team. Projects make sure that any business venture can be completed in a cooperative and organized manner. Many of the businesses that we work with at The Marks Group have teams that work together from across the country. Zoho Projects is the perfect digital meeting space so everyone can work together on a shared business goal. Here, we’ve compiled three of the best reasons why you should use Projects.