Yes! We have a whole bunch of new and interesting features lined up that will not only help you manage your customer data and interactions at a central place in CRM, but also give you an enhanced CRM plus Email solution.
Here’s a summary of what’s new:
MailMagnet for Mobile
When we introduced MailMagnet for Zoho CRM, our aim was to change the way salespeople interact with their email. Today, we’re taking this one step further by introducing MailMagnet for Mobile.
MailMagnet users can now receive their customers’ emails inside Zoho CRM mobile app without fiddling with their phone’s email settings. With the new Messages tab in the app, you can view all your customers’ emails, reply to them and even add tasks. What’s more, you don’t have to be on Zoho CRM app or refresh messages each time to receive new emails. Just enable alerts in your iPhone, iPad or Android device to receive email notifications.…
Has it ever happened, that you make a follow-up call, only to find out that another member of your team had already contacted the customer? That would be a little embarrassing but where was the confusion? After cross-checking you clearly noticed that there was no record of a call being made to the contact, but there sure was a duplicate contact, assigned to another sales rep!
Inaccurate or incomplete CRM data often hamper sales and marketing performance. Many of your contacts would have changed their phone number, email address or even their company, leading to an accumulation of redundant and incomplete data in your CRM. So how are you going to maintain clean CRM data? Help yourself with these 5 tips to not only get your CRM system under control but also to save time and headache down the road.
#1 Maintain Complete Data
Ask yourself one question: How complete are my records?…
This is a guest blog post by Brandon Wilson, CRM Consultant of Viwo, a leading cloud solutions provider and a Zoho partner. Viwo has successfully deployed 3000 organizations onto cloud solutions.
Located in Sante Fe Springs, CA, OxyHealth LLC is a manufacturer and seller of Hyperbaric Chambers – medical devices used to increase the uptake of oxygen by a body’s red blood cells. Since its start 10 years ago, OxyHealth has seen the popularity of hyperbaric chambers expand into many areas of medicine.
Many of OxyHealth’s business systems were created and setup several years ago, due to which they were unable to keep up with the growing challenges and needs.
Their biggest and most pressing issue was CRM. Their sales team, over the years, became increasingly mobile and access became a huge issue for OxyHealth.…
This is a guest post by Georgiana Laudi, Director of Marketing, Unbounce, a self-serve hosted service to create, publish & test promotion specific landing pages without the need for IT or developers.
As a marketer, maximizing the value of your budget is second nature. As a smart marketer, you know that increasing your conversion rates is the way to do this. Building and optimizing targeted lead gen landing pages will give you better ROI and more leads from less traffic. But this usually means relying on IT which can be a slow (and painstaking) process.
Unbounce is the easiest way for you to build, publish and test targeted landing pages without the bottleneck of IT.
This means that you and your team can focus on getting the job done: creating, measuring and optimizing your campaigns for higher ROI. You will still charm your leads into long-term, faithful relationships like, let’s-pick-out-curtains, long term which with Zoho CRM is a snap.…
This is a guest post by Christophe Primault, CEO of CloudWork that supports lean businesses to stay focused on core activities, rather than spending more resources on managing office tasks as more clients come on board.
Zoho CRM, listed by readers of GetApp as one of the top cloud business apps of 2013 – really does what it says on the box: it is a fully-functional client and a sales automation tool. But we find that too many of our small business users are not taking full advantage of all that Zoho CRM has to offer, as individual staffers don’t maintain the contact notes with updates on the latest client interactions. As a result, Zoho CRM is used as a sales management tool, but may not be taken advantage of in helping manage relationships or to exemplify customer service once clients come on board.
Through our user feedback, for example, we know that design teams may all contribute to the same client project, but predominantly work individually.…
This is a brief tutorial on using Wufoo Webhooks to add leads to Zoho CRM, based on the original post by Andrew Taylor – WordPress Developer.
If you’re using the online form builder Wufoo along with Zoho CRM, you’ve probably already come across the challenge of integrating the two. Maybe you’ve created a contact webform with Wufoo and want to automatically turn those contacts into leads in your CRM. And because Wufoo doesn’t integrate with Zoho out of the box, there are a few extra steps you need to take. But we’re here to point you in the right direction.
Wufoo is an online form builder that hosts the database, backend and script for storing and analyzing your data. And with an open API, you can integrate Wufoo forms with third party applications that do not already have built-in integrations – for example Zoho CRM. Here are some basics:
- After you’ve created your form in Wufoo and want to integrate with Zoho CRM, you’ll need to set up a Webhook and write the script in PHP, Python, etc.
One of the most common requests I get from the Zoho sales team goes like this: ”I am working with a hot prospect who is evaluating our product and X & Y competitors – can you email me all the UPDATED documents asap?”.
Does this sound familiar?
This is really common across any sales & marketing organization. So over time we’ve started using solutions like Zoho Docs, Google Docs, Dropbox or SharePoint, which work really well for general sharing, but they’re missing a critical thing: they don’t talk to your CRM system.
That makes it hard to make sure everyone is using the latest version of the document they need – and also important is the fact that you can’t control who has access to what according to their role and access permissions. Plus, rather than searching for existing documents in computers, mailbox and other places, wouldn’t it be great if our salespeople spent their valuable time on developing a strong sales pipeline?…