5 Tips for Crushing the Zoho CRM Calendar

By | Zoho Tips

5 Tips for Crushing the Zoho CRM CalendarHere at The Marks Group, our CRM system is…Zoho CRM, naturally. And of course, we use Zoho CRM Calendar.  So give us credit for eating the dog food, so to speak.

I’ve been knee-deep in it for more than two years now and I’ve learned a lot. So I thought that I would take a few moments out and share five tactics with the Zoho CRM Calendar. This is not scripture. You may have different points of view. But for me, this works.

Tip #1:  Ignore Calls

When you’re on the calendar, you’ll see that you have the ability to create an “event” or a “call.”  When you’re in other areas of Zoho CRM, you’ll also see that you have the ability to also create “tasks.” I ignore calls. It’s just too confusing. For me and others in my company, all of our activities are either events or tasks.  An event represents an appointment. An appointment is defined as when I have a scheduled meeting—onsite or online—with someone else. A task represents everything else: calls, to-do’s, emails to send, things to follow-up, and so on.

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4 Essential Tips If You’re New To Zoho One Apps

By | Zoho Tips

4 Essential Tips If You're New To Zoho One AppsDid you just make an investment in Zoho One apps? You made a great choice. Now it’s time to consider how to best use those apps.

In the 25 years we’ve been implementing business applications we’ve been part of many, many successes.  Unfortunately, we’ve also been part of quite a few failures. Sometimes, these failures have been our fault.  Other times not. But the good news is that I’ve learned.

I’ve learned what people have done to succeed with their business applications—be it CRM, financial, collaboration, communication, or anything else that is included with a Zoho One apps subscription.

So, what have I learned? Four things, actually:

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Zoho CRM Training: Many-to-Many Relationships

By | Zoho Tips

Zoho CRM trainingWhen you sign up for Zoho CRM training with Marks Group Live, we’re not only excited to share information and tutorials on current Zoho features and products, but we also like to update our subscribers on new Zoho features. In today’s blog post, we want to discuss a fairly recent update regarding many-to-many relationships within Zoho and how it’s now easier than ever to create a custom one.

Previous method

Previously, before the new update, users wanting to create customized many-to-many relationships in Zoho had to add a custom module. This custom module would include look-up fields for each module that users wanted to connect to a contact. For instance, if you wanted to relate one contact with several others, you would have needed to create a custom module, “Connections,” and then add two contact lookup fields.  

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Zoho CRM Tutorial: Custom Module Tip

By | Zoho Tips

Custom modules in Zoho CRMIf you’re looking for a good source for Zoho CRM tutorial videos, you’ve come to the right place! At Marks Group Live, we provide Zoho CRM tutorial videos to our subscribers, which offer training on a wide array of topics. We cover everything Zoho has to offer, including the basic fundamentals of all Zoho apps and products, as well as detailed tutorials on some of Zoho’s best features. We pride ourselves on not only making Zoho easy to understand, but helping out our clients by providing tips and tricks that can allow you to use Zoho more efficiently.

Custom Modules in Zoho

One tip we’d like to share on our blog today is related to custom modules. If you’ve created a custom module in Zoho CRM, then you already know of the standard custom module name field. By default, this is a required, single-line field that essentially names the record. Often, it becomes an extra step when it comes to the record creation process, and is not always needed.

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Zoho Integrations: Appointment Scheduling with Calendly

By | Zoho Tips

Zoho Integrations: Appointment Scheduling with CalendlyThere are a lot of Zoho integrations that can allow you to customize Zoho how you see fit, and with the Calendly integration, you can embed a link on your website (or send it directly to someone), which can easily allow customers to see what days and times you’re available and then schedule an appointment with you.

Once someone does schedule an appointment with you, it’s added as an event record in Zoho CRM, which can also be added to Google Calendar or your Outlook calendar.

Here’s how you can set up a Calendly account and integrate it with Zoho:

Setting up a Calendly account

In order to take advantage of Calendly’s features and Zoho integrations, you’ll need to create a Calendly account. There are paid subscriptions available that offer free trials; there is also the option to sign up for a free version.
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Zoho Help: Creating Multiple Values With a Subform

By | Zoho Tips

Zoho help and supportZoho CRM has a lot of interesting and helpful features, but with a little Zoho help, you may also discover some things that you didn’t even know Zoho was capable of. For instance, let’s say you have some information pertaining to a specific contact—or multiple contacts—and you want to track that information. Zoho offers two sets of address fields, including “Mailing” and “Other.” But what options do you have if there’s additional information you need to track?

What not to do

One thing you don’t want to do is create additional sets of address fields. The reason being is that it takes up extra room unnecessarily for contacts with fewer addresses, and when you have one contact that has more than you’ve allotted for, you’re adding more fields.

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Convincing Your Team to Use Zoho Products

By | Zoho Tips

Zoho Products: Convincing Your TeamDid you just become a subscriber to various Zoho products? Are you having a hard time convincing your team to use them? It’s important to focus on these three things.

Divide

Many sales teams can be divided into three different groups. About 20 percent will be power users; these will be the people that understand Zoho products and love them. The second group, which may be about 60 percent of your team, will understand enough, but can still benefit from some Zoho training. The final 20 percent may not want any part of the CRM system and will need a great deal of convincing and training, which is the group you’re going to need to focus on the most.

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Zoho Accounting Integrations: 3 Myths Debunked

By | Zoho Tips

Zoho Accounting IntegrationsThe CRM systems of today, like Zoho, make accounting integrations simple and seamless if that’s a feature you want to take advantage of. However, Zoho accounting integrations can also be confusing at times. In this blog, we debunk some common myths when it comes to Zoho accounting integrations.

Myth #1:  Zoho accounting integrations are simple

Fact: This will depend on various factors, such as whether something is pre-built or if you’re new to Zoho. You may need the help of a programmer or you may need to use export/import tools. Moving forward, it will need to be supported, because databases, software, and the environment will change. In some cases, it may be simple enough to integrate your accounting system if you receive the right training beforehand and during the process.

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How to Use Zoho CRM to Improve Customer Service

By | Zoho Tips

How to Use Zoho CRM to Improve Customer ServiceIf you’re using Zoho CRM for marketing and sales, you may also be wondering how to use Zoho CRM in other ways. One great way to use Zoho CRM is to improve your customer service, and if you aren’t using your CRM system for that already, you’re definitely missing out. After all, this is a big part of what Zoho CRM provides, and keeping current customers satisfied is the best way to increase profits. To do this, it’s crucial to depend on the following customer service metrics:

Open issues

It’s critical to know about any current problems, even if nobody likes hearing about them. They can’t be ignored. Instead of pretending that the problems don’t exist, it’s important to seek them out. It’s simple to track open issues with Zoho CRM, and from this, you can generate a report.

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Zoho Database Help: Must-Haves On Your Pipeline Report

By | Zoho Tips

Zoho Database Help: Must-Haves On Your Pipeline ReportOne of the most effective ways to get your group using the company’s Zoho database is to use it to generate reports. In the end, a CRM system is nothing more than a good database with detailed information about your customers, prospects, partners and community. Like any database, it will provide important information to help you run your business. If you’re getting a few good reports out of your Zoho database on a consistent basis, then you will find yourself relying on the system more and more, and demanding better and more relevant information from your team.

Of all the reports, the most important one is the pipeline report. It should be the very first report you use as part of your Zoho database and you should be looking at this information frequently—weekly, if not daily.  So, what kind of information is important to have on your pipeline report? You must include these ten things:

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