A Step-by-Step Process to Pinpointing the Best Email Client

By | Featured | No Comments

By Emily Woodman for Mailbird


Which is better: a desktop email client or webmail? This question is so frequent that it has almost become preposterous, but is still lives on in its full glory. The internet is swarmed with hints and tips on why to choose one or the other, with both experts and average Joes claiming to have figured out the answer to the ultimate question of life, the universe and everything… at least when it comes to electronic messaging.

Chill out, folks! Both have their pros and cons, and the final decision is always personal and depends on preferences. Pretty much like with every life decision, big or small, people tend to make the best out of it, even when they lack the knowledge to make an educated guess. Trials and tribulations are, fortunately, not so vindictive when it comes to email clients, for a simple reason: every service has an alternative, and every alternative another one… and another. The cycle goes on indefinitely, really. Email is the most widely spread form of communication in today’s world; it is, hence, no wonder that every service minds the competition and keeps improving the offer.

Read More

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.

Read More

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.

Read More

Zoho Mail vs. Gmail: Differences and Similarities

By | Features

Zoho Mail vs. Gmail: Differences and SimilaritiesSelecting an email client for your business is an important decision, and Gmail and Zoho Mail are two popular choices. For many, they narrow down their options to these choices and try to figure out the pros and cons when it comes to Zoho Mail vs. Gmail.

My company uses Zoho Mail. We also use Gmail. Wait…what?

That’s right. We use them both. To understand why, it’s important to first understand the difference between an email client and an email server.

The server is where all the emails goes in and out. Zoho Mail is an email server. So is Gmail within G Suite. So is Microsoft Exchange, which is part of Office 365.  There are a lot of companies providing email server applications.

Read More

5 Zoho Features Everyone Uses

By | Zoho Tips

5 Zoho Features Everyone UsesAre you thinking about investing in a CRM system, such as Zoho? Are you already using Zoho, but not quite sure where to begin? The following are five Zoho features that most Zoho users take advantage of, so if you aren’t already using some of these key features, there’s no better time than now to start.

Shared history and notes

From emails to phone calls to meetings, people throughout your team are constantly taking notes and documenting details of important events. Keeping track of these notes can be difficult, but with a CRM system like Zoho, users have the option of sharing history and notes. This way, it’s easy to retrieve specific details of a phone call or meeting from several months ago.

Read More

4 Must-Have Zoho App Integrations

By | Zoho Tips

Must-have Zoho app integrationsA cloud-based CRM system, like Zoho, allows for users to integrate some of their favorite third party tools and apps. Whether you’ve just signed up for Zoho or you’re thinking about signing up, you may be wondering what add-ins will help enhance your CRM system the most. We recommend the following as must-have Zoho app integrations:

Data Integration

There are various tools out there that Zoho users can use to automatically read their system’s tables, which can then allow users to write and read information in and out of both systems. With the data integration tools that exist nowadays, you can accomplish almost anything.
Read More

New Features with Mail Merge Templates in Zoho Mail Suite

By | Zoho Tips

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.

Read More

Linking to Specific Deals in Zoho Email Settings

By | Zoho Tips
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.

Read More