Zoho Tips

Keeping Your Business More Organized in 2019 with Zoho One

By January 14, 2019 April 18th, 2019 No Comments

Zoho business suiteIt’s a new year, and with each passing day we are reminded of all of those New Year’s resolutions that we have to get started on. As you unwrap those new 2019 planners and get back into the swing of things after a break for the holidays, is there a better time to start to explore the full potential of all of the Zoho business apps that the suite has to offer? The answer is no!

We often find that our small business clients don’t use the Zoho One business suite to its fullest potential, so today we thought that we could highlight some of the Zoho apps that can help you manage projects and contacts, and easily integrate your email into the Zoho One CRM. This may not be a shock to hear, but keeping your business organized can aid in improving client relations, create efficiency in your day-to-day workflow, help you easily track your businesses progress, and maybe even give you some time in your personal life to get cracking on those other resolutions you hoped to get to by the end of 2019. Who knew Zoho One could improve your small business and personal life?

Zoho PageSense

Online marketing is one of the most important tools that small businesses need to use to interact with clients. Zoho One makes this very easy for small businesses with their PageSense Application. Zoho launched their PageSense app in January 2018, and it allows for website optimization by analyzing the visitor behavior patterns. This app lets you see the clicking and scrolling patterns of your website visitors using heat maps, gives you the chance to test out different website layouts using A/B Testing for Website, shows you how the visitors move through the site using Funnel Analysis, and then easily lets you integrate this information with your Zoho business suite and CRM. This tool in Zoho will really give you a leg up when it comes to converting website visitors to customers of your business.

Zoho ContactManager

If you have a small team, and don’t feel ready to jump into using a full CRM such as Zoho One, Zoho ContactManager is an easy application that allows you to import contact information, track business deals with those contacts, and run simple reports. Zoho ContactManager makes it easy to import data from programs, such as Gmail, Microsoft Office, and Mailchimp. This app is a simple way to use Zoho for your business and client relation needs.

Zoho Mail

If you are using Zoho business suite for your CRM needs (and even if you’re not!) Zoho Mail is an amazing, ad-free platform to keep your email organized. We cannot stress enough how integral an organized mailbox is to a smoothly run business.  Zoho Mail allows you to easily integrate information from your CRM to this application, so you don’t have to toggle back and forth between different web tabs to find the contact information that you need. This application in Zoho also allows you to organize your contacts by groups, which is very helpful when running marketing campaigns. Beyond that, Zoho Mail has a “smart mail” feature, which allows you to see if recipients have opened and read emails that you sent them. This application is a vital tool in the Zoho business suite.

Zoho Projects

Zoho Projects is one of the most comprehensive project management tools on the market right now, and is an essential application for your Zoho business suite. This application allows you to break down large projects into manageable tasks and then delegate those tasks to other members of your team. Doing this will assure that you can meet any deadline that you may have looming. One of our favorite features of the Zoho Projects App (as well as Zoho CRM, for that matter) is the Kanban view. Kanban is a Japanese organizational business technique, and personally we’ve found that using this view in the Zoho Projects application allows users to get a streamlined picture of tasks, milestones, and deadlines that are involved in any project. This Zoho business app also allows you to easily integrate information from Google, Dropbox, and of course, your Zoho CRM. We also appreciate that this application allows users to easily communicate with your team members using a chat function, as well as an easy-to-use mobile app.

Zoho training videosGet Training on Zoho Business Apps

Feeling motivated to get your small business organized using the Zoho business suite? These applications are just a few that Zoho for business has to offer, and navigating them and using them to their fullest potential can be very confusing. The Marks Group Live works with many businesses to offer live, online trainings on these Zoho applications and beyond. Our goal is to have our users become experts in anything and everything Zoho. Check out our class listings, and we hope to see you in a class before you’re busy making your 2020 New Year’s resolutions.