Just In: New DIY Web Forms, Round Robin Lead Assignment and Integration with Zoho Calendar

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Last month, we released features such as Territory Management, Custom Modules, Custom Functions, Social tab and Integration with Zoho Campaigns. Now, we’ve added the new Do-It-Yourself (DIY) web forms, Round Robin style assignment rule and the long awaited integration with Zoho Calendar to our new features list.

Here’s a summary of the features:

Create web forms without writing a single line of code

Web forms are a great way to get prospects into Zoho CRM. But, you don’t have to be an expert in programming to create web forms for your website.  With the new What-You-See-Is-What-You-Get (WYSIWYG) editor, you can create web forms in a minute! Just drag and drop the required fields in the form, set field alignment, mark fields as mandatory and much more. You also have options to upload fields and captcha to make your form spam-proof. Wrap it up by assigning lead ownership, enable notifications and approvals to ensure your Zoho CRM is clutter-free.

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It’s even easy to host the forms live using the ready-to-use code formats. You can also deploy these forms in sites you’ve built using Zoho Sites, WordPress, Facebook, Google Sites and Joomla. Now that’s so much easier than before, right?

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Don’t Call It Guerrilla Marketing: How Zoho Helped Salesforce.com Customers At Dreamforce

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Dreamforce, which took place last week in San Francisco, was one of the biggest cloud computing events of the year. With over 130,000 registered customers, Dreamforce naturally attracts a lot of the people that we want to talk to.

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There’s only a small, itsy bitsy problem… the event is produced by Salesforce.com, and as our competitor, they of course don’t want us to be anywhere close to their customers.

So how did we get around it? Well…  Read more

Announcing Big Features for Bigger Businesses in Zoho CRM and Zoho Support

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Today we are unveiling the biggest update of the year for our Zoho CRM and Zoho Support products. For the past several months, we have been focused on enhancing our product capabilities so we can address the needs of bigger organizations better. We are already known in the industry for serving our SMB customers well. But we’re not going to stop there.

First off, the Zoho CRM improvements we are announcing today include exciting updates like territory management, custom modules, deeper social integration, custom functions and enhanced integration with Zoho Campaigns.

Supporting bigger sales organizations with Territory Management

Bigger companies have complex organizational structures. The most common example is companies with sales teams aligned along both geographical limits and another variable, like company size or product line.

The new Territory Management functionality helps companies better mirror their complex organizational structure in Zoho CRM. More importantly, it is done securely – so only the right people have access to sensitive company information. The sales team for the Northeastern region can see all deals happening in their territory, regardless of product, but they can’t see what’s going on in the Central region. Likewise, the General Manager for the Widgets division can set sales targets and see deals for her products across all geographical territories, but she can’t see what’s going on with the Gadgets product line. Of course, the VP Sales and CEO can monitor the sales forecasts for both products and for all regions with just a few clicks.

Territories is a term we use loosely – while it is typically used in a geographical sense, you can configure territories in Zoho CRM to map to any particular segmentation your sales team might be based on, like Commercial vs Federal Government vs Local Government; Military vs Education; Named Accounts vs Mid Market vs SMB.  Read more

Luxury Business enjoys the “Luxury” of Z-CRM

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John Paul

15 months ago, John Paul, the largest concierge service provider in France, decided to expand into the U.K. With this expansion, Jean Paul brought in George Evans to serve as managing director of John Paul U.K.

Prior to joining John Paul, Evans had worked for a large $20M dollar company and had extensive experience with Salesforce CRM. When he came aboard John Paul, the first thing he noticed was that they had no CRM solution in place.

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3 Tips to Make Sales Reps love (and use!) Your CRM

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Let’s face it. Most of your salespeople don’t like using a CRM system. They don’t like the manual data entry that’s involved to update it. They don’t like to spend endless hours doing reports. And most frequently, they complain about their CRM system not being user friendly. But as much as you can blame your CRM software, you can also blame the way it’s been setup, the way it’s been implemented and managed. So how can you make your CRM system friendlier and get your salespeople to embrace it?

Here are 3 tips that can help sales reps get things done better and faster:

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Know your Sales Funnel using Advanced Analytics

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When we published the Gain More Insight Into Sales With 3 Types of CRM Reports post, CRM user Wendy Wright wanted to know, “What % of leads were closed/won in the last month?” (i.e., how to know the total number of leads got, to those that finally got converted to sales)

This is where the Advanced Analytics Add-on for Zoho CRM, powered by Zoho Reports, comes in. It helps CRM users to slice and dice data, and get actionable insights.

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Customer Spotlight: Finding Unrivaled Support with Z-CRM

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cornell benefit soltions2

Two years ago, Rich Cornell decided it was time for him to venture into an independent business offering insurance and benefit solutions to employers.  Having previous experience in this field Cornell knew that tracking leads and customers would be of utmost importance from the very beginning.  As such, finding a CRM solution was one of his first orders of business.

As an experienced CRM software user, Cornell had experienced various problems with the previous tools he had used and, now starting a new business, he really wanted to find a solution that was simple, flexible, and cloud based. However he still had reservations about switching from the CRM tools that he was already familiar with, despite their shortcomings, to try something new.

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