CRM Systems for Small Businesses, Plus Other Technologies

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CRM systems for small businesses can improve efficencyThese days, there is an abundance of technology, such as CRM systems for small businesses, that can help you run your company more efficiently. It can be a bit overwhelming at times, so in the meantime, be sure to just focus on these five popular small business technologies:

CRM systems

One of the best tools you can get for your sales and marketing staff is a customer relationship management (CRM) system, which is used for sales, marketing, and service management. Usually cloud-based, these databases include all the information you need to keep information organized and to run your small business. This includes information about vendors, customers, prospects, and so on. CRM systems for small businesses are a great tool for ensuring everyone in your organization is on the same page and that nothing important ever slips through the cracks.

Top choices include Zoho, Salesforce, Microsoft Dynamics 365, Sage, Insightly and Sugar.

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Zoho Features: What is Field History Tracking?

By Zoho Tips No Comments

Learn more about Zoho featuresIf you’ve added or modified pick list fields recently, you probably have noticed one of the newest Zoho features: the new checkbox option available labeled “Enable History Tracking.”

What happens when you enable history tracking?

By enabling history tracking, it will auto-compute the duration of time the field was set to a particular value, and also track the values of up to 10 other fields in the record at the time the value of the tracked field changes.  This is basically the functionality of stage history in the Deals module that has been ported to other modules. With this new option, it is now much easier to set up history tracking in other modules. A great example is setting it up for the Lead Status field, so that you can better track and evaluate your lead processing.  Give it a try the next time you’re in your Zoho CRM system.

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Improvements to Mass Email Feature in Zoho’s Email Service

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Features available in Zoho email serviceMass emailing with the Zoho email service just made some major improvements that make the features so much easier to use.

Access to the mass email wizard

While viewing a list of records, pre-select the records that you want to send a mass email to, and click the “Send Email” button (shown below), or you can still select Mass Email from the more actions menu (…) on the right.

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New Features with Mail Merge Templates in Zoho Mail Suite

By Zoho Tips No Comments

New features in Zoho Mail SuiteYou can now add subforms and related lists to mail merge templates in Zoho Mail Suite.  If you have a module in CRM that contains a subform (more information on subforms), you can now display the subform information in a mail merge template. Likewise, modules that have related lists, information from the related lists can now be pulled into mail merge templates as well. Here’s how:

Templates in Zoho Mail Suite

When creating a mail merge template in Zoho Mail Suite, under the tools menu, you’ll now see “Insert Dynamic Tables” in the list of merge fields.  When you click on a “Dynamic Table” from the list, the list of fields in the table will be displayed for your selection as shown below. Select the fields you want to include in the table and click “Create Table.”  The table is inserted into your document, where you can then add formatting and styling.

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Zoho CRM Templates and Cloning Capabilities

By Zoho Tips No Comments

Cloning Zoho CRM templatesIt used to be that in order to clone Zoho CRM templates, you had to use the good-ole copy and paste, but no more!  With recent updates to the ever-evolving and improving Zoho CRM, cloning Zoho CRM templates is now just a single click and a fairly simple process. In our latest post, we go over the steps to show you how you can easily clone a template in Zoho CRM in just a matter of seconds.

Cloning templates in Zoho

Cloning templates in Zoho CRM can be done is just three simple steps, as shown below:

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Scheduling Business Hours and Creating Shifts in Zoho

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With Zoho, scheduling shift hours is simpleWith Zoho, scheduling customized business hours and allowing users to specify different hours for each day has never been easier with its new feature update.  You can even create shift hours in specific time zones and assign to specific users.  Here’s how:

  1. Setup->General->Company Details
  2. Select “Business Hours” in the horizontal navigation menu towards the top to open the Business Hours Definition screen
  3. Click “Custom Hours” and set your hours
  4. Click “Save”

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Linking to Specific Deals in Zoho Email Settings

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Link to deals in your Zoho email settingsRepeat customers will have multiple deal records in Zoho.  There is now a feature where Zoho allows users to customize their Zoho email settings so that they can link emails to/fm contacts to its best guess at the related deal. If there is more than one deal open, it will link the email to the deal with the latest modified date. So what if Zoho guessed wrong?  You can manually unlink an email from one deal and connect it to another in your Zoho email settings. Here’s how.

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Zoho Meeting + Zoho CRM = Easy Online Meeting Solution

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Integrating Zoho CRM and Zoho MeetingDid you know Zoho has a “virtual meeting” application similar to join.me or GoToMeeting?  It’s called Zoho Meeting.  Once integrated with your Zoho CRM account, you can easily make any event a virtual meeting with the click of your mouse. Here’s how.

How to turn events into meetings

Step 1:  Set up integration with Zoho Meeting

  • Setup->Marketplace->Zoho
  • Click Install under the Zoho Meeting tile
  • Click Continue

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Using Zoho Connections to Invoke the API

By Zoho Tips No Comments

Using Zoho Connections to Invoke the APIWhen writing custom functions in Zoho CRM, there are times that, when we add or update a record in the custom function, we need to trigger existing workflow. The only way to do this is to use the Zoho API within the custom function when adding/updating the record and set the trigger to workflow.

With the new API 2.0, this can be a tad more cumbersome to first set up the client, get the refresh token, and then copy and paste all the long strings into every custom function where you use the API.  Enter connections:  It is fairly simple to set up a “connection” for the CRM API, and then refer to that connection when invoking the URL. Here’s how:

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