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Author : Chelsea Wharton

Zoho Social adapted for digital agencies calendar

Zoho Social’s latest adaptation is a game-changer for digital agencies! Elevate your social media today

Published on: December 8, 2017Category: UncategorizedLast Updated: November 13, 2023 Comments: 0

To say social media has evolved dramatically since its inception would be quite an understatement.  Indeed, social networks have transformed from something secondary into something intricately interwoven into the fabric of society – and, to some, something integral to how they do business.  Digital advertising agencies, for example, work very closely with the social media presence of all sorts of companies – and, whereas Zoho’s answer to this business model would have been to implement Zoho Social for each managed brand, this isn’t such a scalable idea.  So, to remedy this, Zoho has released a new version of the Social app built especially for digital agencies to work even better with their clients.  It’s the same Zoho Social you know and love, but with a few more bells and whistles to make life much easier.

Here’s exactly how Zoho Social has adapted for Digital Agencies!

Zoho social brands screenshotManage all from one.

No more logging in and out of different accounts and platforms. Now your Digital Agency can manage all clients and brands from one place! Manage your clients and your team from the Zoho Social platform. Monitor their activity and reporting with real-time updates and analytics. Manage and schedule their posts using Social’s intuitive publishing calendar, ensuring that your clients’ content pipeline is always running smoothly.

Your Agency, Your Brand.Zoho social brand customization

As a digital agency, you know how important it is for your branding to always be at the forefront. Make sure you stay at the top of your clients’ minds with custom agency branding. Customize your name, logo, and favicon from right within Zoho Social. Reinforce your brand identity with your clients by sending them custom branded emails. You can even brand all reports you generate in Social when sending them out to clients.  

Collaborate with your team and your clients with Zoho Social.

Make sure your team is always in the loop! Zoho Social for digital agencies now makes collaborating with your team even easier. Share ideas and start discussions with @mentions and invite your clients to the decision making process by @tagging them. As an agency, you also have the ability to specify roles for your team members and assign them to clients! With designated and organized roles, your client relationships will be better than ever.

zoho social integration with facebook lead adsFacebook leads integrate to your CRM!

This new feature is one that we are most excited about! If you are using Zoho CRM, you can now integrate leads from Facebook campaigns! Running a campaign or lead ads for your clients? Well, now you can save yourself time! You no longer have to manually download leads from Facebook – instead, they will push directly into your CRM. This new integration also allows you to more closely monitor the performance of your campaigns in real time!

Pricing for Zoho Social Agencies starts at $320/month for 5 users and 10 brands*. And other agency pricing is available by request. *Pricing updated June 2021

Interested in learning more? Contact a member of our team! We are Zoho Certified Consultants here to help. Give us a call at (888) 207-4111 or click the button below and we will call you!

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5 way to increase field technician scheduling efficiency

Zoho SmartScheduler: 5 Tips to Boost Your Scheduling Efficiency

Published on: December 6, 2017Category: Certified Zoho Consultants, SmartScheduler, Zoho CRMLast Updated: June 14, 2023 Comments: 0

It’s often said the current generation is one of instant gratification.  Credit card purchases and same-day deliveries are a testament to this – but, the same can even be said of field services and installations.  Elements of the job that used to require picking up a phone, paper calendars, and a physical survey of your team now happen in an instant with email, cloud-based calendars, and automated everything else due to the advent of the internet in general.  For an industry that is expected to grow to $4.45 billion by 2022 (at a 16.5% compound annual growth rate), it means that quick service and an enhanced customer experience are key – and, thankfully, it’s never been easier to do it and benefit from it. Optimizing your scheduling process and making your business more efficient will put you ahead of the game. 

Here are 5 ways you can increase efficiency with scheduling.

1. Find a scheduling tool that integrates.scheduling calendar

A scheduling tool that can integrate with your employees’ calendars is important because it helps to ensure that none of your technicians will miss their appointments. If it integrates with your CRM, then it is even better! Your employees will be able to access customer information necessary for their appointments with the click of a button.

2. Google Maps and Drive Time Calculation.

Having to plan out routes for your employees while scheduling can be time-consuming. Let SmartScheduler be your dispatcher and calculate it for you, providing drive time calculation and optimal routes! Also, save your accounting department the hassle of working through mileage payouts by automatically tracking actual miles traveled through drive time calculation and google maps integration.

3.Your customers can schedule themselves.

Streamline your efficiency and your bottom line. Giving your customer the opportunity to book appointments on their own time is a huge benefit: they don’t have wait to call in during office hours, speak with an agent, and go back and forth looking for a time that works. Instead, they can just search for times that work for them! This also leaves your staff open to do other tasks, and takes the stress away from waiting by the phone.

4. The scheduling process is automated.

The best way to increase efficiency when it comes to scheduling is to automate it! We know that dropping numerous tasks at hand to set appointments for your employees or yourself can be a hassle, especially when you have to take multiple factors into consideration, like expertise or territory. In fact, California-based company Energy Datametrics found that their productivity increased by 15% after they started using scheduling software.

zoho smart scheduler5. Find an App that can do it all!

Our SmartScheduler can! The SmartScheduler help you, well…schedule smarter! It integrates with Zoho CRM and we’ve just added new features to allow your customers to schedule online. We are always keeping our SmartScheduler app up-to-date and we can scale it to your particular needs. Optimize your potential and become more efficient with our SmartScheduler! Check out our recent webinar for a more in-depth look at how the SmartScheduler works.

Interested in learning more about Zoho or our SmartScheduler? Or reach out to a member of our team! Our Zoho Certified Consultants are here help! Give us a call at (888) 207-4111, or click the button below and we will call you!

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zoho notebook

New Feature Alert: Zoho Notebook Can Do Much More

Published on: December 1, 2017Category: Certified Zoho Consultants, Zoho CRM, Zoho NotebookLast Updated: April 12, 2023 Comments: 0

Zoho Notebook Review: New Feature Alert – Get More Organized than Ever!

Zoho seems to be the king of expanding already complex applications into tools you can use to run entire departments of businesses – but, as it turns out, they’re also pretty adept at taking smaller, simpler tools and making those better, too. Take Zoho Notebook, for example: Zoho’s answer to apps like Evernote takes the simple act of taking notes on the fly – something most of us really benefit from doing – and combines it with some great features you may not even know you needed – or, wonder how you ever went without them before.

What is Zoho Notebook?

Zoho Notebook is a (free!) note taking application available across several devices. It allows users to easily take notes which are synced to the cloud so they are always up to date. You can create text notes and checklists, flesh out ideas with a dedicated notecard, and even record audio to go with your notes. You can organize your cards into different notebooks with customized titles and covers to keep yourself organized. Share your notes with others over SMS, email, iMessage, and AirDrop, or keep them private with passcodes. This free note taking app simplifies the note taking process and has been made even better with its recent updates!

Zoho Notebook Screenshot

What are the New Features?

smart-card-iPadIntelligent Formatting

Worried that your notes will become distorted or lost when switching between devices? Well, worry no more! With Zoho’s new Smart Cards, the content of your notes is formatted intelligently into simple and clean notecards. Saving a link to an article or webpage? Zoho Notebook will put the headline and main image at the forefront, instead of just a long link. It also makes saving video links to your notes easy: when you save a link from Youtube or Vimeo, Notebook will show a video preview on the card and play it in a distraction-free area when opened. You can now even scan documents to Notebook! With text, audio, sketch, and recipe cards, Notebook’s smart cards take note-taking to the next level!

 

Notebook for Webclip-the-web-notebook

Zoho Notebook originally began as a mobile app but has now expanded into a true online repository! Notebook for web syncs seamlessly from your mobile devices to your desktop. Want to take notes while browsing the web? You can now use extensions which are available for Chrome, Safari, and Firefox to simply drag and drop content and cards across apps. You can save articles (without ads) using Clean view, and clip text and images to save to cards. Protect some of your notes, or extend protection to all of them, using passcodes to ensure your privacy. The simplicity of Notebook will help you stay organized with ease.

mac notebook

Notebook for Mac and iOS 11 Support

You can now do more with Notebook for Mac! Zoho has optimized the experience for Mac users by expanding the drag-and-drop features. Need to save a checklist to your iOS reminders? Well, you can! Zoho has also added support for the drag and drop feature to the iPad Pro, allowing you to multitask and easily manage your notes from even more devices. Other improvements include the ability to unlock your notes using FaceID or Touch ID (depending on the device), making security even better.

Interested in learning more about Zoho Notebook or Zoho in general? Contact a member of our team today! At ZBrains, we provide tailor-made Zoho solutions for your business. Give us a call at (888) 207-4111. R click the link below and we will call you!

 

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Adaptability Ensure Your Business can Grow with CRM Implementation

Adaptability: Ensure Your CRM Implementation Is Not Wasted

Published on: November 28, 2017Category: Certified Zoho Consultants, Zoho CRMLast Updated: July 20, 2023 Comments: 0

If you’re reading this blog, you already know how powerful a CRM implementation can be to your business.  Not only acting as a simple database of contacts, it gives you the power to project future revenue, which can factor into all manner of things related to your business, including whether or not to grow the business – and in which direction.  However, as implementing a CRM can be such a comprehensive process, the stories are many where business owners were severely hampered by a CRM that didn’t turn out to be as adaptable as it seemed, or even more held up when a CRM actually decreased productivity because the staff didn’t know how to use the system or didn’t trust it.  

Sometimes, the CRM itself is indeed to blame for these problems, but more of the time, these failed implementations rest squarely on the shoulders of the deployment team (or lack thereof) doing the work. The solution to the problem, then, seems to be to make sure proper data is conveyed to that deployment team to make sure that a CRM implementation takes every known business situation into account…  But, how can you do that effectively?

Fortunately, at ZBrains, we’ve been down this road and heard this story many a time.  Based on our years of experience, this is what we recommend to make sure your system works just the way you expect it to and doesn’t end up hurting your business or going to waste.

Successful Zoho CRM Implementation: Key Factors:

zoho CRM ImplementationThe Right Fit

First off, ensure the solution is the right fit for your business. It’s important to verify that it has the capabilities to fit into and improve your current processes. Whether it be to match and improve your sales flow or to simplify your email marketing, your chosen solution should encompass all of your business needs. If the CRM implementation can adapt to your business, then your employees can more easily adapt to the implementation.

zoho CRM ImplementationIt Integrates With Your Daily Apps

Don’t divide your business up into different applications. Switching back and forth between tabs can be time-consuming. The business solution that you choose should integrate with your daily apps seamlessly. Being able to integrate with your chosen email client, accounting software, or marketing tools helps a good deal to avoid problems like duplicate or bad data. You can read more about the troubles bad data can cause here.

zoho CRM ImplementationTraining your Staff

Make sure that both you and your team understand how the new CRM implementation will work with your business. Without the team’s understanding, they will not be fully on board with the new solution, or won’t use it properly. When partnering with a consultant for your implementation, ensure that they will also take the time to train you and your staff – because you want your staff confident in the solution once the consultant is gone. Here at ZBrains, we take the time to train your team on the CRM or other Zoho apps, and even work with every level of management to prepare your team even better. Learn more about our CRM consulting services here!

zoho CRM ImplementationEmployee Buy-In

You want your team engaged before, during, and after the implementation process. It’s important to get an employee buy-in through proper training, but you can ease the buy-in process (and indeed we do this with upper management) through something like a Business Process Analysis (BPA), to ensure that everyone is onboard. With a BPA, we interview key personnel to get an idea of what a Zoho implementation will be able to fix and how you’d want to scale the system as you grow.  Then, we deliver the findings to you in a formal document called an Executive Summary.  Positioning Zoho as something that will make life easier always helps with employee buy-in, and the Executive Summary explains and reinforces exactly how that can be done.

When it comes to any new implementations, it is important that your company can adapt to those changes easily. By choosing the right partner and keeping these 4 things in mind, you will be on the road to a successful CRM implementation.

Interested in learning more? Reach out to a member of the ZBrains team today! Give us a call at (888) 207-4111 or click the button below to choose a time that works best for you!

blog hero 1

Zoho Apps That We Are Grateful For!

Published on: November 23, 2017Category: Certified Zoho Consultants, Zoho Campaigns, Zoho CRM, Zoho Desk, Zoho Features, Zoho Integrations, Zoho SprintsLast Updated: June 14, 2023 Comments: 0

It’s Thanksgiving! It’s the perfect time to chow down, visit family and friends, and be happy and thankful for everyone in your life. In the spirit of the holiday, we would like to share some of the Zoho Apps that we are most grateful for with you! They can help you to optimize your potential and can keep you on-track and ready to close more, win more, and earn more.

Here are 4 Zoho Apps that we are grateful for!

Zoho appsZoho CRM

Zoho CRM is a powerful cloud-based customer and prospect management solution for your business. It is your most basic database where you can reach out to your customers and reference past work or projects, as well as forecast future sales – which you can use to make key decisions about your business. With Zoho CRM, you can set tasks and reminders to reach out to your customers in a timely and convenient manner, all for the purpose of giving your customers a smoother journey through your sales funnel. With a multitude of integrations, add-ons, and applications you can customize this CRM to fit your specific, unique business needs. Check out just how easy it is to migrate to Zoho!

Zoho appsZoho Sprints

Simplify project management for your business! This agile project management app designed to manage software sprints and help everyone get over their respective hurdles. A simpler project management solution than Zoho Projects, you can manage and track your team’s time and see where everyone stands using the Scrum Board. Use analytics which update in real time to help you make predictions, make adjustments, and identify bottlenecks. All of these features will make sure that your team is operating efficiently. Learn more here!

ZohoZoho apps Campaigns

Being able to keep in touch with your customers and prospects is important: it can convert uninterested leads into warmer prospects, and it can turn one-time customers into lifetime family members. Instead of toggling between various different apps for email marketing, you can use Zoho Campaigns. It integrates with your CRM to ensure that your data is always up to date. Campaigns also gives you massive insights into your email marketing campaigns so you can know how they performed and automate follow-up campaigns. Best of all, the integration with Zoho CRM offers unparalleled visibility into those engaged with your content and pipeline. Learn more about the power of Zoho Campaigns!

Zoho appsZoho Desk

Good customer service is important! Happy customers make life so much easier. Zoho Desk is that all-encompassing solution for your business in need of a ticketing system. Desk is context-aware and designed so your service never misses a beat. With in-depth reporting for management, detailed tickets and time tracking for agents, and a knowledge base for customers – this Zoho app help cover every level of customer service.

Love all of these Zoho Apps? Well, they are all included with Zoho One! If you are interested in learning more feel free to reach out to our team. Give us a call at (888) 207-4111 and schedule a consultation at a time that works best for you. You can also sign up for a free trial of Zoho by clicking the button below!

We here at ZBrains wish you a safe, happy, and delicious holiday!

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Zoho Creator custom solutions for your business

Zoho Creator – Build Custom Business Solutions

Published on: November 22, 2017Category: Certified Zoho Consultants, Zoho CreatorLast Updated: July 20, 2023 Comments: 0

One of the most exciting things about the world of software today is how easy it is to do, well… anything. Computers are doing things today that we previously wouldn’t have even dreamed of, and, in doing so, opening our minds up to even more possibilities and, thankfully, giving us the tools to see those possibilities come to fruition before our very eyes – and keyboards. Tech giants like Amazon, Apple, and Microsoft are typically thought of as the forerunners in software innovation, but… what about you? You probably have all kinds of ideas about how to make your own business run more smoothly, and, if you’re reading this blog post, you’ve likely started your foray into Zoho and its suite of apps. So, what about all the things you want to do that Zoho’s standard apps just can’t do for you? Zoho Creator, as Zoho Corporation’s platform as a service (similar to force.com), is Zoho’s answer to nearly any gap you might come across, and then some.

Empower Innovation with Zoho Creator

How exactly will those tools help? To get you (or your Zoho consultant of choice) started, here are 4 ways Zoho Creator fills gaps in your business processes and generally makes life better.

Zoho Creator

Functionality and Mobility

Creator makes it easy for you to build custom applications for your business to automate your business process and reduce your workload. With its drag-and-drop interface, you don’t need to a be a programmer to build applications. Manage your data and collaborate with your colleagues using app-level and form-level sharing, and even give clients access to certain records or data with the client portal add-on. You can also stay connected with Creator’s native mobile apps, which allow you to take your data everywhere.

Gain actionable insights with custom reporting

With Zoho Creator you can create custom charts and generate reports with variables as you see fit for your business. Gain actionable insights through Creator by easily identifying trends or by setting benchmarks. These insights can be followed up by automated actions which can be easily set up. You can trigger these actions to occur based on different contexts – for example, send out an email to customers based on where they are in your order process. Reporting in Zoho Creator allows you to see business information with context and optimize your potential with meaningful data.

Simplify your day with automation

Save time with built-in workflows. Trigger actions based on customer information or actions, and map the information in the database. Using conditional statements and built-in functions you can configure approval systems and define rules for processes, allowing you full control over it all. You can also set up notifications, reminders, and schedule tasks through Creator to avoid delays and ensure your customers are happy.

Integration is key

Zoho Creator connects with standard Zoho apps with relative ease; it also connects to other Creator apps.  This opens up realms of possibilities like connecting various ERP apps into an ERP suite on Zoho, then connecting that to your Zoho CRM.

When it comes to building an application for your business, it is important that it can integrate with your other business apps to ensure that you are receiving all the necessary data. Zoho Creator integrates with several apps including Zoho apps, Google apps, QuickBooks Desktop and Online, and PayPal. Creator makes data collection easy, and you don’t have to worry about manually inputting data.

Zoho Creator starts at $15 per user per month*, which is a great deal. Save time and money by creating a custom application for your business needs. *Pricing updated June 2021

Did that get the innovation juices flowing? Or, just interested in learning more? Contact a member of our team today!

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Zoho desk keeps you connected with customers

All You Need to Know About Zoho Desk: The Ultimate Customer Support Solution

Published on: November 17, 2017Category: Certified Zoho Consultants, Zoho Desk, Zoho FeaturesLast Updated: April 10, 2023 Comments: 0

As any good service company knows, happy customers make life so much easier and make your business run much more smoothly.  Your success relies on keeping customers happy. And it can be a daunting task if you’re faced with handfuls of customer help requests daily, or if you don’t have a way of properly funneling those requests to the right people in your company.

And then, even if you can assign requests well enough, how can you make sure the same problems don’t come up again? How will you know which agents are best at handling issues so you can be sure to utilize them more often?

Zoho Desk is your solution.

Zoho Desk is that all-encompassing solution for your business in need of a ticketing system. Desk is context-aware and designed so your service teams never miss a beat.

Zoho Desk Customer Context Tickets

Here are 6 ways Zoho Desk helps you cover every level of customer service.

Zoho Desk customer connections email social ticketing1. Keep your customers covered.

First and foremost, Zoho Desk keeps allows your customers to contact you easily through various methods, such as:

      • phone, live chat, email, and social media!
      • You can also create custom web forms for your customers to quickly submit tickets which they can track.
      • The option to create a searchable Knowledge Base so that your customer can find answers to common questions without having to contact support is also available. The knowledge base is customizable to fit your brand (or brands).
      • Desk also allows you to build a community forum, in which your customers can have discussions with your team or even with each other in order to solve problems, making it possible for some problems to simply solve themselves, using none of your valuable resources.

2. Improve the productivity of your agents.

As an agent, having all possible details is vital when responding to your tickets and being able to provide a quick solution. Zoho Desk provides you with the customer ticket but also gives customer details within your ticket so you know who you are talking to. Want to know if they have reached out before? No problem! Zoho Desk allows you to see past tickets and interactions on the contact details page. If a customer has submitted a ticket for a common question, Desk will auto-suggest solutions from your knowledge base.

3. Save time managing your team with automation.Zoho Desk reporting dashboard

As a manager, your day can be hectic, so Zoho Desk is made to help you save time. Desk can help ensure that customer service is running smoothly with automation and reporting.

Wasting too much time assigning tickets or tracking your team’s metrics? With Desk you can automate tickets assignments with criteria that you can specify, automatically escalate tickets based on rules you set, and automate workflow processes, all saving you tons of time. Both your customers and your agents will receive notifications when a ticket is updated, increasing your team’s productivity.

4. Key metrics and reports to optimize customer service.

With an easy-to-read dashboard, you can track customer happiness and your team’s key metrics in one window. You can see individual reports and monitor agents’ performance, response time, and even current availability. Or, you can view your team’s overall performance to monitor bandwidth, identify bottlenecks, and find patterns. All of these things will help you to optimize and organize your customer service.

5. Collaborate across departments.

When it comes to customer support, no one person will have all of the answers. Sometimes an agent will be stumped by a question, or not have access to the answer, and will have to reach out to another department for a solution to a problem.

Let’s say a customer asks about the status of a certain product, but you need to reach out to the shipping department for an answer. In Zoho Desk, you can simply tag or @ a colleague from the shipping department and they will be notified! With Desk you don’t need to be worried about unknowingly working on the same ticket as another agent. It will notify you who is working on the ticket in real time, whether it is another agent or the customer. Work efficiently across departments without ever colliding.

6. The option to go mobile with Zoho Desk app!

The Zoho Desk mobile app allows agents to receive instant notifications about the tickets they’re following. this includes details about accounts and contacts. Conversation responses and internal comments are available here, too.

The app automatically organizes Desk tickets, prioritizing the urgency for you. CRM customer information is available within, as well, so agents can quickly reference those contact details and past interaction details. Another level of functionality available from Zoho Desk!

Zoho Desk Consulting is available from ZBrains

Aside from its standalone functionality, Zoho Desk packs a number of different integrations to really take your customer service to the next level, and with paid plans starting at $20* per user per month for the Standard Edition, it’s a hard deal to pass up! (*prices updated June 2021)

Interested in learning more? Reach out to a member of the ZBrains team today! Give us a call at (888)207-4111 or click the button below to connect with our consultants!

 

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Sign and Send Contracts from anywhere like this construction worker using Zoho Sign

Zoho Sign – Paperless, Effortless, Simple

Published on: November 14, 2017Category: Certified Zoho Consultants, Zoho CRM, Zoho SignLast Updated: April 17, 2023 Comments: 0

It’s 2017. Businesses are digitizing and moving practically anything they can to the cloud, and with good reason: It’s safer, easier, more environmentally friendly,… and it usually just looks more sophisticated when you carry out business online as opposed to the old-fashioned way. Document signing is one of these items moving to the cloud in earnest. By allowing for digital signatures, businesses can not only reap the aforementioned benefits of cloud-based software, but they can receive a faster response while completely customizing their clients’ experience with their brand – and Zoho Corporation knows this. With this in mind, Zoho has released Zoho Sign, which features all this, plus integrations including Zoho CRM for even more ease of use. What could be better? Read on for a full breakdown of Zoho Sign’s features.

zoho sign

Here’s how Zoho Sign makes document signing Simple and Effortless

Zoho Sign IconFirst off, What is Zoho Sign?

Zoho Sign is one of Zoho’s newest app releases. It is a digital signature app, from which business can send and sign legally binding documents such as NDAs, sales contracts, partner agreements, invoices, and more! You can customize these documents and preview them before sending to ensure the documents meet your specifications. Wouldn’t it be great if you could send and sign documents from your phone? Well you can, because Sign is also available on mobile!

Timing is Everything

Need to meet a deadline or close a deal? Zoho Sign can help make sure your documents are signed and delivered on time. Send automated reminders and notifications to the recipients so they don’t forget to sign. You can also set up expiration dates for when the document must be completed and send reminders to the signee of the upcoming expiration date. Sign will make sure you stay up-to-date on the status of your sent documents with notifications of when your document is viewed, signed, or declined.

Zoho Sign Screenshot

Make Sure Documents Get to the Right Person – or People

Making sure you send your document to the correct recipient is vital – but what if you need to send it to many? Zoho Sign can do that too. You can add multiple recipients to you document to sign, and even create a signing order – meaning you can control the order which the document is sent and signed. Get a faster response from a group with the ability to send private messages with Zoho Sign. Send messages to either a particular recipient or the whole group. Don’t let your documents slip through the cracks.

Integrations to Make Sending and Signing Simple

Zoho knows that different businesses use different applications when it comes to creating documents. That’s why Zoho Sign can connect with the apps you use on a daily basis. Have your recipients sign a document directly from Gmail, or send documents out from OneDrive, Box, Google Drive, and Dropbox, just to name a few. Sign makes it easy for you to send out documents and get a quick response!

Security is KeyLock

With legally binding contracts, security is important. That’s why Zoho Sign employs bank-level security and encryption for your documents and data. Zoho’s robust security systems make sure that your data remains safe. You can place additional security measures by requiring multi-factor authentication or by granting – or denying – permissions and access by user-role. Furthermore, an audit trail allows you to track the entire signing process and ensure the legality of the signature.

Why go through the lengthy process of printing out paper contracts and waiting for a physical signature? Save yourself the hassle and get Zoho Sign today. With pricing starting at $12 per user per month*, it’s well worth it! It is also included in Zoho One, Zoho’s all-in-one business suite. Learn more about Zoho One here. *Pricing updated June 2021

Interested in learning more? Reach out to a member of the ZBrains team today! We are Zoho Certified Consultants who are happy to help with any Zoho questions. Call us at (888) 207-4111 or let us know a time that works for you using the button below.

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Woman Drinking coffee learning how she can enhance customer experience with Zoho's apps

From Sales to Social – Enhance The Customer Experience

Published on: November 10, 2017Category: Certified Zoho Consultants, Zoho Campaigns, Zoho CRM, Zoho SocialLast Updated: November 17, 2020 Comments: 0

In today’s ultra-digital environment with endless information and limitless options, the businesses that provide the best customer experience are king.  As you may well know, there are lots of different ways to interact (or not) with your customers, and there are many schools of thought on this.  But, generally speaking, people want to feel like they’re buying from a trusted brand, someone with a social media presence, someone able to nurture them from point A to point Z without it feeling like a sales process.

Bearing all that in mind, Zoho Corporation has tuned three of their apps – CRM, Campaigns, and Social – to give your business these very powers and cut away from the myriad others trying to do what you’re doing.  The difference truly is in the experience you give your customers with these apps.

How Zoho Can Help You

Here’s How Zoho Can Optimize The Customer Experience

Zoho CRM Accounts ScreenshotZoho CRM – The Customer Experience Hub

Zoho CRM is your most basic database, the place where you can reach out to your customers and reference past work or projects. You can set tasks and reminders to reach out to your customers in a timely and convenient manner all for the purpose of giving your customers a smoother journey through your sales funnel. You can also use the information inside to plan campaigns: Calling, emailing, social media, or even updating content on your website.

For example, you might see through Zoho CRM web-to-lead forms that only small number of prospects are coming to you through a landing page for one of your most profitable products, so you’d know that you’d need to improve your content around that product.  And for another example, you might have received a glut of new leads and want to contact them all at once – perhaps a job for a mass email from the CRM – or something a bit more sophisticated, like an email marketing app.

Zoho Campaigns – Email Marketing SimplifiedZoho Campaigns email marketing template screenshot

The benefits of email marketing are abundant. You can improve sales and conversion rates at a reduced cost. Being able to run campaigns easily in Zoho Campaigns helps to simplify your email marketing. Here you can create emails with beautiful customizable templates, track what content your prospects are engaging with, and receive up-to-date reporting and performance data. This information will keep your customers engaged and informed.

Campaigns integrates with Zoho CRM, so you can import your customer lists directly into it. You can create automation and workflows to ensure that your customers can receive personalized content that’s also relevant to them. Additionally, you can compliment your email campaigns with social media posts. Share your email campaigns, invite your subscribers to your pages, and create Facebook landing pages – all on one platform! Check out more on the power of Zoho Campaigns here.

Zoho Social Media Notifications Screenshot

Zoho Social – Post Easily and Effectively

Zoho Campaigns is not the only place that you can place you can manage your social media. Zoho takes it one step further with Zoho Social. Here you can manage all of your platforms in one place. Schedule social media posts as you see fit or by using SmartQ, which will suggest dates and times to post for optimum reach and engagement. Social’s new bulk scheduling tool will allow you to upload multiple posts at once, saving you tons of time!

Track customer engagement and respond to customer messages directly from the app. Did someone like your post or mention you in a tweet? Zoho Social will let you know! Social media marketing can be very valuable for your business when done right. It allows customers to connect with your business without feeling pushed. With in-depth reporting and analytics, you’ll know which posts received more engagement, and on which days. Stay the top of your customers’ minds and give them the knowledge they need to come to you when they need you.

 

Keeping your customers engaged is important to ensure that they have a positive customer experience. Communicating with them in a timely manner will show that your business is dependable while keeping them engaged through email or social media campaigns will build trust with your business as a reliable source of information. Zoho can help you optimize these processes.

Interested in learning more? Contact a member of the ZBrains team today!

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Business guy on hi phone looking at Zoho Cliq

Zoho Cliq – Keeping Your Team Connected

Published on: November 7, 2017Category: Certified Zoho Consultants, Zoho CliqLast Updated: March 16, 2023 Comments: 0

When it comes to team communication, waiting for an email response can be painstaking. Being able to communicate with your team is vital, especially when you are on a deadline. With Zoho’s new release you can leave these problems in the past. Zoho Cliq allows for colleagues to easily communicate and collaborate over chat. Cliq boasts robust integrations and extensive capabilities to help your team to optimize their communication and their productivity.

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Here’s How Zoho Cliq is Great For Keeping Your Team Connected!

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Quick Chat Means No Need For Lengthy Emails

Instead of wasting time sending emails back and forth, get a quick response with a handy chat interface that lets your team exchange ideas much more quickly. Start individual chats with your colleagues or create group chats. Tired of long email threads clogging up your inbox? Create different channels for departments, projects, or just for fun. You can also send files through Zoho Cliq by simply dragging-and-dropping the file into the chat window. Keep your team connected and increase productivity by getting real-time responses.

It’s So Much More Than Just A Chat

Tired of clicking back and forth between chat windows? Well, Zoho Cliq solves that problem with multi-panel chat. Have multiple conversations open at once and avoid losing track of your chat conversations. Aside from chat, Cliq even allows for both audio and video calls, which means you can hold video conferences, share files, and chat all from one app! Cliq is also developer-friendly. Share code snippets in the chat window and get results on code performance inside the Cliq interface, no other apps needed.

Stay Up-To-Date With Integrations and Chat Notifications

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Zoho Cliq can be integrated with many of the applications that you use every day. Cliq automatically connects with Zoho CRM, Zoho Desk, and other major Zoho apps, meaning you can receive chat notifications about your deals, projects, and social media campaigns right inside the app. Cliq also integrates with popular external apps such as Google Drive, Zendesk, and many others! You can easily share files from your drive, receive email campaign updates, and even receive support ticket notifications or feedback – all through Cliq!

Keep Your Chats Secure

When it comes to chat programs for your business, it is essential that the information shared remains secure – after all, you don’t want sensitive business information in the wrong hands. With Cliq offering unlimited file sharing and storage for you and your team, Zoho knows the importance of keeping your business data secure. Zoho has over 30 million cloud users and multiple applications. It takes extensive measures to make sure that your data remains secure. Zoho Cliq is a part of this secure network. Zoho’s unmatched data protection means that you don’t have to worry about your chat’s security!

zoho cliq mobileIt’s Mobile!

With all of its features and integrations, it would be a shame to limit your communication capabilities to just your desktop. But, no need to worry: Zoho Cliq is mobile! Enjoy access to your chats and notifications all from your phone, tablet, or other mobile devices. It’s important for you to stay connected with your team while on the go, so Zoho Cliq is here to make it happen! Zoho Cliq has a convenient free plan, and the paid plan starts at just $1 per user per month*.  *Pricing updated June 2021

Interested in Zoho Cliq or any other Zoho applications? Give the ZBrains team a call. We are Zoho Certified Consultants and we specialize in providing tailor-made Zoho Solutions for your business. Schedule a consultation today!

 

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