5 Zoho Mail Sign-Up Tips

By | Zoho Tips

Zoho Mail sign-up tipsWhen Zoho says that it has millions of users, the company is really talking about its email software. Yes, there are plenty of people and companies who use its other business apps, but Zoho Mail is by far the company’s most popular application.  Here are five things you need to about it:

You can use it with any email software

Think of Zoho Mail like Gmail. When you sign up for an account, you can then use the email service through any browser and an any device you choose: from Apple to Google to Microsoft. There’s also a very strong mobile application.  But if you want to connect your existing email software, Outlook or any other, you can do that, too. Zoho Mail allows you to use it as an email server for your company as well, so you can keep your domain name when you send and receive emails from customers or others that you’re doing business with.

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Zoho Mapping Fields and Lead Conversion

By | Zoho Tips

Tips on Zoho mapping fieldsWhen it comes to Zoho mapping fields and lead conversion mapping, there is a lot to learn. If you’ve attempted to map a custom field in a lead record to a standard field in either the deal, contact, or account record, you may have encountered a somewhat common issue that some Zoho CRM users come across: the matching field you’re looking for doesn’t show up as an option.

Troubleshooting issues with Zoho mapping fields

In order to solve this issue, the first step you’ll want to take is confirming that both fields are the same type of fields.

For instance, if you’re attempting to map a field that’s categorized as a single line field, these are the only types of fields that will show up in the target module as choices in the Zoho mapping fields screen.

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Why Zoho ContactManager May Make More Sense Than Zoho CRM

By | General

Why The Zoho ContactManager May Make More Sense Than Zoho CRMMany don’t realize this, but Zoho, the company best known for its CRM and other office productivity applications, also offers a contact management option called Zoho ContactManager.

Does this make sense? It may very well.  That’s because – and this may also come as a surprise – for many of our Zoho CRM clients, the Zoho ContactManager would be a better application for their business than a full-blown CRM product. Why? One word: overkill.

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Zoho Portal Tips: How to Use Zoho CRM

By | Zoho Tips

Zoho Portal Tips: How to Use Zoho CRMWhen it comes to their various apps and products, some of what’s offered through Zoho is more useful to individual business owners than others. If you need an easy way to provide database access to customers and vendors, you’ll want to read on for our Zoho portal tips.

Just last year, Zoho CRM introduced an exciting new Zoho feature, which allows users to give vendors and customers self-service access within Zoho CRM to all the information they need. If you’ve been using Zoho CRM already, you may find that this feature is fairly simple to set up and use.

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5 Reasons to Join Zoho CRM

By | CRM

Reasons to join Zoho CRMWhether you’re looking to join Zoho or another CRM service, there is a lot to consider. 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.

Like the millions who already use this great product, it may be right for your company. If you’re seriously looking to join Zoho CRM, then let me share these five reasons why you should consider doing so, based on the more than 90 clients we serve who have already purchased it.

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Zoho Control Panel in Zoho Mail Explained

By | Features

Like any powerful email server system, Zoho Mail enables administrators to manage just about every aspect of security and user information to ensure the mail system is secure, private and collaborative where dictated. To do this, you must first access the Control Panel of your Zoho Mail system, which you can find here.

Once you gain access, you’ll see the areas that you can customize to meet your company’s policies. Below is a description of what each of these functions do in Zoho Control Panel.

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6 Great Ways to Use the Zoho Writer App

By | Features

6 Great Ways to Use the Zoho Writer AppThere are plenty of online word processing applications to use and I’m sure you’re probably familiar with the big names, like Microsoft Word in Office 365 or Google Docs. In fact, you’re probably using them right now. But think about it: Why?

If you’re already using Zoho One, you’ve got access to the Zoho Writer app. If your employees are creating typical business documents, then why not minimize headaches and help their productivity by getting rid of all those additional applications and having them use the Zoho Writer app? I can offer at least six uses of the application that would make sense right away.

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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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5 Signs Your Business Needs Zoho Software

By | General

I meet a lot of business people who are frustrated with their technologies—particularly the software that they’re using. I get it. There are a lot of great applications out there, but many of them only do particular things.

Business owners and managers have asked me for years if there’s just one application that can do it all.  Sadly, there still isn’t. But we’re getting closer. And the applications from Zoho are leading the way.

So maybe it’s time for you to consider Zoho software. These are five signs you should look for that may help you in that direction:

Sign #1:  You have a workgroup

Honestly, if you’re just a freelancer or an individual user, the capabilities of a typical contact manager or email application, like Outlook or Gmail, will probably suffice for your needs. Sure, Zoho has a free version and of course you can quickly learn how to use it by watching our videos on Marks Group Live.
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