One of the greatest things about Zoho CRM is that there are many ways you can automate your day-to-day tasks. Automation helps you streamline your work, stay in touch with your clients, and cut down on small mistakes… because the program is doing the work for you! At Marks Group Live, we tell our clients that if you can think of an action that you want completed consistently, and you can make a flow chart of that action on a piece of paper- you can automate it. In Zoho CRM there are a few different ways to automate using the Workflow feature. Today- I’m going to discuss a few different things that you can automate using this helpful tool.
There are many programs out there that allow you to attach your digital signature to documents, or receive digital signatures from clients. I would argue that if you use the Zoho One suite of products for your business, cut through the noise of all of the other applications… use Zoho Sign! Like many of the Zoho One products, Zoho Sign seamlessly integrates into all other Zoho applications. This is so important because you want to be sure that your digital signatures are clear and easy to access, especially on documents like contracts and invoices.
Okay, I signed up… what next?
The first thing you should do when you create a Zoho Sign account is to import or create your users. This is the place where you will list all of your employees that you would like to have an account under your business. When creating your user list, you can assign the role or “admin” or “user” to each person. If you give a person an “admin” title, they will be able to do things like add or delete users, create templates, and create sign forms. Users will have access to this information, but will not be able to create or change documents.
Zoho Sign can help with your branding!
As an admin in the program, you can set up many things to assure that your company’s name and logo appears in any email or document sent from Zoho Sign. In the “Organization Details” page, under the settings tab, you can add your company’s name, address, and logo. You can also customize (and personalize) your emails and digital signature by going to the email templates and digital signature portions of the program. You can access this under the “admin settings” tab in Zoho Sign.
So how do I get my signature in this thing?
There are a few ways to upload your signature into Zoho Sign. The first thing is that you have to go to the profile page, which is under the settings tab. There you can click on the icon next to signatures to choose how you want your signature to look. Option 1, is that you can type out your name and initials, and use a preloaded signature font. Option 2 is to use a signature pad or your mouse to draw out your signature and then use that throughout the program. Personally, I think unless you have USB signature pad like a Topaz pad, I feel that this option often looks the least professional (unless you have a VERY stead hand when working with a mouse!). The last option is that you can upload your signature from a scan or photo using the upload tab. Check out all three options, and choose what you prefer!
An important note before you get to signing…
Zoho Sign has prepared a legal statement that your customers have to agree to before using Zoho Sign. Essentially it says that your digital signature holds the same weight as any other signature. I always encourage customers to read over the legal disclosure, and add or customize anything if they feel that it is needed. It’s important to dot your “I”’s and cross your “T”’’s, even online!
Learn more about Zoho Sign with Marks Group Live
You can learn more about this product, plus many other products in the Zoho Suite from our Zoho Trainers at Marks Group Live. Browse our training video catalogue, attend webinars, and get your Zoho questions answered. Check out our pricing packages here.
There are so many different accounting programs that are out there for your small business. How do you sort through them all? It can be incredibly overwhelming to navigate the landscape of bookkeeping tools and choose one that fits best. When I am looking for software, I am looking for something that is easily integrated with programs I am already using, is user friendly, and is designed well. Zoho Books checks off all of those requirements and more.
With out of the box, customization, and web tabs available to you in your Zoho CRM, your company could end up with A LOT of modules on your account. This can be overwhelming for some of your employees that don’t need access to every single module you’ve created. Also, what if you are storing some sensitive information in some modules that not every employee needs access too? Zoho CRM has an answer for all of these problems!
When your business revolves around selling goods to consumers, the most important thing is managing those goods! Zoho Inventory makes that a very easy task. So why use an inventory management system? Savings! When you have an inventory management system, you can greatly reduce your company’s carrying costs. If you are able to keep track of how much inventory you have, what you need, and what you have in overstock, you can move your inventory quickly and easily. So why use Zoho Inventory as your management system? Here are five reasons why…
Zoho has many great out of the box modules. But sometimes businesses may find that they want to customize the content of those modules, or even create new modules all together. One of the things that make this program so create is that Zoho allows you to customize modules to meet you needs. This process can be a little tricky, so here are some tips to navigate through Zoho Custom Modules.
Every business has a way they like to do things… a workflow, as many people may refer to it. In Zoho CRM, the term workflow gets a bit confusing. We’ve spoken before on here about workflow and automation in Zoho CRM and how it has a different meaning in this program. In the world of Zoho, workflow is an action that you can automate. So what if you want Zoho CRM to guide your employees through established business procedures? Enter: Zoho CRM Blueprints.
One of the most useful tools in the Zoho CRM arsenal is the seamless way that Zoho integrates mail merge into their system. Mail merge is an automated way to pull names from your database and use them to personalize emails, letters, addresses, advertising and beyond. It’s one of the many ways that Zoho can help you run your business in an efficient manner but still give your users a personal customer experience.