Zoho CRM allows you to create templates that help you streamline your processes and use consistent branding both within and outside of your company. Zoho templates are simply forms that you use over and over again, such as thanking a customer for their inquiry, or creating an invoice. They are designed to pre-populate specified information from a record in a consistent format. You can create Email, Inventory and Mail Merge Templates. Templates save you tons of time – with a few clicks you can send out an email or form without having to type it up every time!
Thanks to the Internet, business is not just local any more. I know- that’s obvious, but more and more, people are doing business globally. Beyond that, businesses are saving on overhead from offices, and teams are working remotely in co-working spaces or from their homes. That’s how we do it here at the Marks Group and Marks Group Live. If we’re not traveling around helping clients, we are doing business from our own homes. (Yes, currently I am hearing the faint sounds of my dog snoring from another room. What a life she leads.) That being said, just because your business is done remotely, it doesn’t mean that you don’t need to meet. Enter in Zoho Meetings. A web based video conferencing and webinar program that allows you to connect with your team members and clients, all while integrating into your Zoho One suite of products.
Customer relationship management, otherwise known as a CRM, is one of the most helpful tools any business could use. So, what is CRM software and what is Zoho CRM? Some people refer to a CRM system as a Rolodex on steroids. It’s a one-stop shop where you can keep all of your client’s contact information, organize your business deals, track marketing campaigns, and so much more. Zoho released their CRM software in 2005, and since then has been improving and updating it. They do this to truly focus on the “relationship” part of customer relationship management. Zoho CRM is widely used across the world use to its low cost, and different software program that are easily integrated into the main CRM.
It is now even easier to use the Detail View in Zoho CRM thanks to some recent changes from Zoho!
Why use Detail View?
As the name suggests, Detail View is a way create to create and modify module layouts to display lists related to that module, as well as organize the column layouts of the lists. The Detail View also contains a second component – the Business Card. So how do these two pieces work? Last week we explored what the Business Card has to Offer, so now let’s check out Related Lists!
Thanks to some recent changes, it is now even easier to use the Detail View to create a Business Card in Zoho CRM!
What is Detail View in Zoho CRM?
As the name suggests, Detail View is a way to create and modify module layouts to display lists related to that module, as well as organize the column layouts of the lists. The Detail View also contains a second component – the Business Card. So how do these two pieces work? Let’s look at the Business Card today so we can get started!
One of the main reasons businesses choose Zoho CRM is because it provides a comprehensive lead management process for your sales team. Within Zoho CRM, you can capture new leads and then assign them to sales reps who will nurture them based on the guidelines you set.
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 firstname.lastname@example.org 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.