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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.

zoho cliq icon

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

zohocliq-banner-screenshot

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

zoho cliq zendesk integration

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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Zoho Sprints is here and ready to get you over hurdles like this jumping dog

Zoho Sprints is Here! – Agile Project Management Solution

Published on: November 3, 2017Category: Certified Zoho Consultants, Zoho One, Zoho SprintsLast Updated: April 17, 2023 Comments: 0

Project Management can be a real bear if you don’t have the proper tools to organize your team members, track their responsibilities, and gather insight about how they’re all contributing to the big picture – your business. With that in mind, Zoho introduces Zoho Sprints, an agile project management app designed to manage software sprints and help everyone get over their respective hurdles.

Zoho Sprint Dashboard

Here arZoho Sprints Icone 5 ways Zoho Sprints makes project management effortless.

1. Get a Quick Overview with the Dashboard

Easily take a look at the big picture with the Sprints Dashboard. You can track team member engagement, review your backlog metrics, and see completion levels of your sprints. The dashboards capabilities allow you to ensure that you distribute work effectively and increase your team members’ efficiency. Even when working on individual sprints, you can always take a look at the big picture with an easy-to-read overview.

Zoho Sprints Reports2. Dive Deep with Analytics

With Velocity Charts, Burn-down and Burn-up Charts, and Cumulative flow diagrams, you can stay on top of your data! The analytics update in real time, helping you make predictions, make adjustments, and identify bottlenecks. Additionally, with release reporting you can also take a retrospective look at closed and completed sprints and which team resources were used. Reports on Zoho Sprints will help you take your business to the next level by turning your data into actionable insights.

3. Manage and Track Time Effectively

Manage your time Zoho Sprints’ Timesheets tab allow you to track and log hours and separate billable and nonbillable hours for your sprints. When logging your time you can start the timer from anywhere in Sprints. The Meetings tab allows you to easily schedule meetings, set agendas, and choose the participants. Meeting reminders and the ability to search meetings will take the pain out of logistics and planning. Time is money, and Zoho Sprints is here to help you use your time efficiently.

4. Track your Team – The Scrum BoardZoho Sprint Scrum Board

The Scrum Board allows you to see where your team stands. Personalize your board by creating custom statuses, sorting, and views. You can monitor your Sprint Activity as well, with graphs based on the status of your tasks. Don’t let tasks get lost in the cracks. The Scrum Board will give you and your team a clear view into your projects!

5. The Price is Right

Pricing is user-based with a free option for 5 users and 5 projects. Paid plans start at $14 a month for 12 users and unlimited projects. Have more than 20 users? Pricing for 13-100 users is just an extra $6 per user per month*, and that includes unlimited project and access to all features. Zoho Sprints is also included in Zoho One. You can read more about Zoho One in our blog here. *Pricing updated June 2021

Zoho Sprints will simplify project management for your business! Interested in learning more? Our ZBrains team provides tailor-made Zoho solutions for your business. Or contact us to schedule time to speak with a member of our ZBrains team to see how we can help!

 

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Guy in a nice jacket looking at his Zoho Reports son his mobile phone

Zoho Reports for iPhone and Android – Finally!

Published on: October 27, 2017Category: Certified Zoho Consultants, Zoho CRM, Zoho ReportsLast Updated: July 20, 2023 Comments: 0

Accessing information on your smartphone is integral to your career success. Think about how much you would miss if you couldn’t respond to email through your iPhone, check sales forecasting through your Android, or take that important phone call from your car? The number of mobile phone users in the world is predicted to pass five billion by the year 2019, which means businesses are increasingly building new apps and integrations for smartphones.

That’s why Zoho Reports is now giving you access to read and review on your iPhone and Android!

“Shut the front door!” you’re saying – and we’re serious. Zoho Reports on mobile is finally here.

Zoho Reports on mobile devices

Exciting Arrival: Zoho Reports on iPhone & Android!

1. Because you are no longer restricted by time and place.

Have you been asked, “Hey Joe – how did that email campaign perform against my prospect list?” and you’ve had to respond with, “Oh hey Laura – I’ll get back to you in an hour when I’m at my desk”?

Say goodbye to time and place restrictions. Now, you’ll know how your campaigns performed, who it performed well against, and what you can do to optimize next time- all from your phone!

2. You can collaborate with your colleagues on mobile.

This functionality performs exactly the same way as reports on desktop. You and your colleagues can collaborate and work on reports together, in synchrony, even on mobile. View data, share data, and update your filter on-the-fly.

3. Safety and security remain paramount.

Just because Zoho is bringing reports to a new platform doesn’t mean they’re skimping on safety and security. In fact, it’s the complete opposite. Two-factor authentication for your account is still an option – when downloading the app for the first time, you will have to verify your account through your registered mobile phone number.

4. Favorites make it easier than ever.

Use certain reports more frequently than others? You can favorite your frequently used databases, which will then be listed in the Favorites tab in your home page. With a simple tap of the app and click on the Favorites tab, you will have access to the reports you need quickly and efficiently.

5. Edit and share easier than ever.

Of course, it’s great to have the ability to view a report on your mobile – but what about editing and sharing?

Yes – Zoho Reports for iPhone and Android can do that, too.

Within the app, you can collaborate with colleagues and clients to edit various data points, then share with the email address of specific users. Make changes on-the-fly and share them on-the-go.

We couldn’t be more excited to witness the unveiling of Zoho Reports on iPhone and Android, and we know you will be, too. To learn more about this latest app, click here or schedule a consultation with our ZBrains team today!

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An Owl surprised at hot easy migrating to zoho is

Why Migrating to Zoho is Easier Than You Thought

Published on: October 25, 2017Category: Certified Zoho Consultants, Zoho CRM, Zoho IntegrationsLast Updated: July 20, 2023 Comments: 0

Some CRMs simply don’t live up to expectations – that’s a fact. Many of our clients come to us with the frustration of, “X isn’t doing what I want – so we need another solution”, and we help introduce them to the solution they need (*cough* Zoho). If you have made the decision that your current CRM isn’t working for you, you might wonder whether migrating to Zoho is worth all of the pain and effort. Well, we’re here to tell you that migrating to Zoho is way easier than you thought!

In this blog, we will walk you through the three major areas of migration that will set your CRM up for success, so you’ll get over that hump and get Zoho ready quickly and efficiently.

How Zoho Can Help You

Easier Zoho Migration: Data, Email, and Inventory

Existing CRM Data

One major worry for most sales and marketing teams is data – when migrating over to another CRM, what happens to your data? Until everything is loaded into your new program, many of us would be sweating bullets.

Not with Zoho. Migrating data from your existing CRM to Zoho is simple. Zoho has a great step-by-step guide here to migrate data, giving you everything you need to bring your information over with ease. Within Zoho, you can map modules like users, leads, and accounts to vendors, quotes, and products. The existing fields you have in your current CRM will transfer over. Zoho’s de-duplication process also help to avoid bad data.

Email

For email accounts and data, migrating to Zoho is also a simple process. Migration can be done with many different types of files – if your current CRM is providing EML or ZIP files, these can be uploaded to Zoho Mail. You can also use the Migration Wizard to migrate emails to accounts within Zoho Mail.

Zoho Mail is a webmail interface, just like Outlook or Gmail. It helps keep all of your contact synced with the Zoho CRM, Campaigns, Inventory and more.

Inventory

If your business relies on the tracking of physical inventory, we are sure you will be pleased to know that Zoho offers incredible inventory tracking – and can migrate all of your current data to Zoho. Avoid double entries and safe time by migrating everything over – even if it’s on an excel sheet.

With inventory migration, you can transfer modules such as contacts, items, sales orders, invoices, bills and more. Zoho offers a great cheat sheet on how to prepare and import your files here.

We are proud of how easy it is to migrate your data to Zoho. Regardless of the CRM you are using now – Salesforce, Pipedrive, Highrise and more – we can transfer your data, email, inventory and more into Zoho. Also, with the several integrations and add-ons available, you can customize it to fit your business.

If you are ready to learn more about how you can make the switch to Zoho, our team is ready to help you along every step of the way. Schedule a consultation with one of our Zoho certified consultants, to learn more.

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Guy sitting at his computer looking at Zoho integrations by Zbrains

Looking for Zoho Integrations? (We’ve got you)

Published on: October 20, 2017Category: Certified Zoho Consultants, Zoho IntegrationsLast Updated: April 11, 2023 Comments: 0

Working in marketing, sales, and business development means you have a multitude of apps and software that you use on a daily basis. From email to social media, CRM to accounting, you utilize many different programs to perform activities each and every day. So, when it comes to your CRM in particular, it’s important to integrate with the programs for not only overall ease of use, but to give you more insights into your clients and prospects than ever before. That’s why we love Zoho integrations.

Zoho integrates with dozens of programs – that’s why we’re sharing our top four most favorite integrations with Zoho that we are sure you’ll love for your business.

Here are 3 Zoho integrations that we can’t get enough of.

quickbooks integration
1. Quickbooks Desktop

Did you know that Quickbooks can integrate with Zoho CRM? Well, now you do. It is one of our favorite Zoho integrations!

This integration can create and update customers, all of your sales orders invoices, and products. This integration allows you to sync data with the Zoho CRM, so you can have complete visibility of your customer updates through Zoho.

For example, if you are hopping on the phone with a client and they’re asking about the latest sales order that was processed, instead of flipping through the QuickBooks program itself, you can stay within their Zoho account profile and answer any and all questions they have. Need help with deployment of our integration? No problem! Our ZBrains team can help you with both your Quickbooks Desktop or Quickbooks Online integrations!

 

google drive integration

2. Google Drive

When saving files, whether it is marketing collateral or signed contracts, you need a safe and secure place to store them. Many companies use storage solutions like Google Drive or DropBox, but such solutions often go out into the abyss and aren’t used or updated regularly.

With the Zoho CRM Google Drive integration, you can keep all collateral and files in one secure place, keeping the attachments you need within each prospect file. Google Drive integrates within Zoho CRM, creating a folder or series of folders that link to your CRM records of choice.

 

There are a plethora of Zoho integrations that will work for your business – and we’re so thrilled. With over 30 different programs that will integrate with Zoho CRM, this is truly just the tip of the iceberg. To learn more, or to uncover if your favorite program will integrate with Zoho, schedule time with one of our Zoho Certified Consultants.

 

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