Customer Spotlight: Zoho CRM in a Gym?

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“CRM can apply to ANY business, and Zoho CRM is so flexible that we’ve molded it to fit like a glove with our gym.”

That’s what CG Arena manager Joey Kelly told us when we visited his amazing Gym in Austin ,Texas to get a first-hand look at how they use Zoho CRM.  Check out how CG Arena integrates Zoho CRM into their business below.

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9 Nifty Tips to Optimize your Web Forms for Lead Generation

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web formIn the marketing department of the Zillum Furniture and Furnishing company…

Bob, the product marketer – “Lisa, I’ve got this idea! How about we build a landing page and put up a web form? Visitors can sign–up to receive notifications on the great deals and discounts we offer on furniture and furnishings.”

Lisa, another marketer – “That’s great but why would people want to give you their information? We need to offer some incentives.”

Bob – “I’ve a solution for that too. We can offer interior design advice, free of cost!”

Lisa – “Cool… interested people would definitely leave their contact details and we can follow up to get a deal with them.”

Do you have such conversations at your workplace too? Are you trying to figure out a way to convert the traffic to your web page into quality leads? Lead generation, as we all know is simply about attracting people to your business. You could start a campaign, advertise, participate in trade shows, or conduct webinars. All this to get people interested in your product, just enough to persuade them to know more about it!

You can take these efforts a step further by using a good web form builder. And if the form builder has a WYSIWYG editor, you can just drag and drop and create web forms in minutes!

Take a look at some tips on setting up a good web form. Along with them are hints on how to implement them using Zoho CRM. Read more

Customer Spotlight: EcoMark Solar Migrates from Salesforce to Zoho

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“The cost is just too high.”

These were the words that echoed a year ago when EcoMark began growing and adding users to its CRM system.  At the time, they were using Salesforce, but as is frequently the case, the return-on-cost of the system made Salesforce increasingly impractical as EcoMark began adding more users.

Having been in business for two years and now experiencing rapid growth, EcoMark was at a technology crossroads of sorts.  It was time to determine which CRM to use for the foreseeable future – bite the cost bullet and hope Salesforce eventually pays off, or try another solution. Read more

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?

Read more

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