Customer Spotlight: Migrating from Salesforce to Z-CRM Saves Young Company Huge Money

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ICT_landing

“It all started with Jim Cramer.”

For those of you unfamiliar with Jim Cramer, he is a popular American television personality, former hedge fund manager, and host of CNBC’s Mad Money.

As Indigenous Corporate Training Inc. (ICT) founder and CEO Bob Joseph tells the story, “Years ago, I was watching Mad Money and he was pushing Sales Force’s CRM solution.  I knew we were at the point in our company growth where we needed a good CRM solution and one that could accommodate our growth.  So, from Cramer’s recommendation we began our customer relationship management with Sales Force.”

Soon however, Joseph realized that Cramer’s recommendation was not suitable for ICT…

The Business

ICT is a global training company committed to working collaboratively with regional, national, and international clients to provide a broad range of performance improvement training services geared specifically at helping individuals and organizations to work effectively with Indigenous Peoples.…


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Now, get up to 20 free users, when you host email with Zoho Mail

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referral-smallLast month, we announced the increase in Zoho Mail Lite, our free hosted email plan, making it free up to 5 users. We were overwhelmed and humbled by the compliments showered by you, our users. We did hope that it would bring some cheer to our small business friends but it felt more like euphoria.

So we have decided to spend even more money with you, instead of hiring consulting firms or on ‘ads with words’. Starting today, you can gain 15 more bonus users in your business email account, free forever. This is in addition to what comes with your plan. That means you can sign up for the Lite plan with 5 free users included + get 15 bonus users, making it 20 free users in total.  All you have to do is invite other businesses to host email with Zoho Mail.

For every referred business that signs up and hosts email with us, we’ll add 5 bonus users to your account.…


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Zoho Docs 3.0 Released With New Features And Enhancements

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Zoho Docs upgraded to the new 3.0 version. Our focus for this version, is enhancing the file sharing and collaboration experience. We have made file sharing more tightly integrated and seamless, across all the office apps. On the collaboration front, we have diversified the workspace admin role, which will make managing a workspace much easier.

Here is a summary of what’s new in Zoho Docs 3.0:

Share Files As A Link

Now you can share files quicker, as a link. You just have to copy and paste a link in an email, IM, blogs etc, to share the file.This new feature also adds flexibility to how you choose to share your files. You can keep the file private by sharing the link within the organization through a common website or blog. You can also make it public and make the link accessible to anyone by adding it in a public website, blog or forum.

Transfer Ownership Of A Document In A Workspace

What if a user leaves the organization and all the documents created by him, which hold important information, are inaccessible?…


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Customer Spotlight: Using Automated Workflows in Z-CRM to Save HOURS Everyday

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brightwise

When BrightWise Marketing first opened its doors over 12 years ago, CEO Jeff Gordon knew that CRM was of utmost importance in creating a positive customer experience and helping the new company grow.  Gordon selected a popular CRM solution at the time and “made due” for several years before realizing that the current approach wasn’t working.  “We had been talking about getting a real CRM solution for 6 or 7 months because our current CRM tool was simply not cutting it.”

Having used the same CRM tool for several years, Gordon was looking for a CRM solution that he could easily import data into, quickly learn to use, and automate many of his daily tasks.

The Business

Jeff Gordon - Found and CEO

BrightWise was started in 1992 by CEO Jeff Gordon to provide marketing consulting services to small and medium sized businesses.  Gordon refers to his marketing strategy as “action marketing.”

BrightWise’s strategy is to provide innovative strategies that generate response, change behavior, and build brand equity.  They focus on marketing programs that blend promotion, advertising, direct response, visual communications, branded products, and alternative media.…


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5 Lessons Entrepreneurs Can Learn from Vijay Brihmadesam

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These days, it doesn’t take much to call yourself an entrepreneur. You don’t need an advanced degree, a certificate proving you completed required training or even a business card to pursue a dream of starting your own company.

However, having success as an innovator takes more than just a great idea. It takes dedication, hard work, sacrifice, and possibly even abandoning your comfort zone to have a chance at doing what you love.

Meet Vijay Brihmadesam. Like many people across the world, Vijay had a well-paying job and comfortable lifestyle working at a private equity firm in Palo Alto, Calif. And like many people, he was not happy with his current job and career path.

Long story short, Vijay got together with two of his friends and decided to leave the daily grind of Wall Street to pursue their passion — a fast-casual Indian food restaurant called Tava Indian Kitchen.…


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Just In: Enhanced Look & Feel for Charts, New Import Option, Expandable Shelves and more

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Zoho Reports brought in some new features in its latest update.

Enhanced Look & Feel of Charts
The default chart background color has been changed from grey to white, to give the chart a lighter look and feel. The fonts and styles of the charts have all been made more consistent. The tooltip now sports a new presentation style, and the tooltip border reflects the same background color as the corresponding bar/line/point.

new-enhanced-chart

New Import Option
Before this update, Zoho Reports supported 3 import options – 1) append new records to the end of a table, 2) delete all records and add all records afresh, and 3) add new records and update existing records. Now, there is a fourth option, which allows you to delete those records in Zoho Reports which aren’t there in the incoming import file. This option is most useful when relationships are defined between tables, and you want to delete specific records.…


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Customer Spotlight: Zoho CRM Transforms the Way a Business Tracks Customers AND Equipment

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ProSound

In 1999, Chester Hull saw a major opportunity in the consulting industry.  As an ordinary consumer, Hull began to take notice of how frequently he was put on hold when calling companies for support, inquiries, or product information, and how often the experience was relatively unpleasant.

“How long will I be on hold for?  Why is the ‘hold music’ so awful? When will I reach a real person to talk to?!”

Hull seized the opportunity to address this common customer pain and started his company Prosound to alleviate this pain.  His goal was to work with companies around the globe to offer an amazing customer phone experience.

For the first seven years of business, Prosound tracked its customers with spreadsheets and various database programs.  As the customer base grew, so did the data that needed tracking.  Additionally, the aspect of mobile integration offered a valuable opportunity for Prosound which was impossible with the current customer tracking approach.  Hull decided that if Prosound wanted to take business to the next level, he needed flexible CRM solution with mobile integration.…


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