Category : Zoho CRM

Comparing and Contrasting TaxJar vs Avalara

TaxJar vs Avalara

TaxJar vs Avalara

Determining the best Tax Software for your business is a crucial step in the evolution of any company. A good sales tax compliance software is a cinch to implement, easy to use, and ultimately solves your problems so you can get back to running your business. To compare TaxJar vs Avalara, we evaluated each SAAS (software as a service) on: Ease of Use, Customer Support, Pricing, and Overall Customer Satisfaction. We hope this comparison article helps you make an informed decision about the best tax software for your business.

Ease of Use

Since the dawn of software solutions people have put a premium on usability. What good is a software if it takes months or even years to master the nuances? In terms of the customer/user experience, TaxJar is simply easier to use. TaxJar is built for multi-channel sellers, who can easily import data with a few clicks from Shopify and Amazon. By contrast, Avalara users are forced to download CSVs (comma separated values) and re-format them to meet AvaTax requirements. In the end, you don’t have to take our word for it when it comes to the functionality of each SAAS, you can look what customers are saying for yourself!


When evaluating TaxJar vs Avalara on price we considered the offer of a TaxJar free trial, the contract differences, and the extra fees charged by Avalara. A good first impression goes a long way, which is why TaxJar provides potential customers with a 30-day free trial. According to their website, this trial does not require a credit card. Plus, new customers to TaxJar do not face setup fees, cancellation fees, hidden fees, or forced annual contracts. From our research we found that annual contracts are the standard for Avalara customers: some being multi-year. Meanwhile, TaxJar proudly offers monthly plans because they stand behind their service rather than rely on contracts to keep customers around.

Last but not least are the fees built in to each software. Our research indicates that a typical 20K transaction year with TaxJar will cost $2,150, a pittance compared to the $12,515 price tag for Avalara customers. The combination of an activation fee, annual connector fee, annual license, and monthly billing (among others) from Avalara contributes to this hefty final figure. All of this information illustrates why TaxJar is the more cost-efficient model.

Customer Support

Another pillar of great software is strong customer support, and unfortunately for Avalara customers, this is where they fall significantly short. The Avalara adage of ‘Tax compliance done right’ does not accurately reflect their customer support services. Time and time again customers have complained about the abysmal support from Avalara. The general consensus among TaxJar customers is positive for their customer support. Calculating accurate taxes is important and the consequences can be more than a bit frustrating. As a result, TaxJar’s solid reputation of good customer support is so integral to the overall customer experience.

Overall Customer Satisfaction

No matter which software you choose, we hope this comparison has been useful. Although both serve the same purposes, our ZBrains Tax Jar integration provides all the benefits of TaxJar without the price tag of Avalara. As an added bonus, if you use Magento to help sell, TaxJar offers free sales tax calculations!

Long-time users of TaxJar and brand new customers alike can benefit from our Zoho Integration for TaxJar. Discover the benefits of this and all of our Zoho integrations!

The Benefits of the ZBrains Commission Calculator

Calculate Commissions on Time Every Time with ZBrains Commissions Calculator

Elegantly Crafted to Integrate with Zoho CRM or Your Accounting Suite

Paying employees on time is vital for team morale, financial planning, and evaluating your sales progress on a regular basis. The ZBrains Commission Calculator does just that, effectively eliminating all the hard work involved in the commissions calculation process. We designed it to make your life easier and put smiles on the faces of your sales team. In the end, paying your employees accurately and on time will keep them happy and eager to sell more.

Integration is the name of the game, which is why we designed this Commission Calculator in Zoho Creator for integration with your accounting software. Whether you use QuickBooks, Zoho Books, or Exact Online, our Commission Calculator pulls invoices from your software to begin the process of calculating commissions. This flexible commission software solution works with every kind of commission table out there: Commission on Gross Profit, Sales Revenue Commission, Revenue Tiers, and Placement Fees. The result? An invaluable product that integrates with Zoho and makes life easier for you and your entire sales team.

Why You Should Want the ZBrains Commission Calculator

The mark of a great ZBrains integration is one that fills a necessary gap or automates a process, cutting down on both labor and man-hours. The ZBrains Commission Calculator fits that definition perfectly. It automates a regular process and places it firmly within the Zoho environment for your benefit. In addition to saving plenty of time and effort, this calculator ensures employees are paid on time, every time. At the end of the day a happy sales team is a more effective sales team.  When your hard-working sales force is consistently recognized for their efforts, their motivation to sell will increase.

What Does This Commission Calculator Do For Me?

Think of every member of your sales team: the budding sales novices, hungry mid-tier sellers, all the way up the ladder to your experienced aces-in-the-hole. Imagine how long it takes to manually calculate sales commission, and develop Excel reports separate from your accounting software or CRM. Numerous problems are likely to arise from this setup, such as commissions delivered late, off a decimal, or simply unaccounted for. In our on-demand world rife with immediate gratification, this laborious process sticks out like a sore thumb.

Fortunately, our Commission Calculator fills that void and makes certain your sales team is paid appropriately and promptly. It offers numerous valuable features:

  • Automatic Commission Calculation
  • Commission Approvals
  • Commission Statements
  • Payroll Integration (optional upgrade)

Create commission tables, assign them to your sales reps, and approve commissions on your schedule. The goal with our commission calculator is to put you securely in the driver’s seat. You can approve commissions bi-weekly, monthly, or on your own custom schedule as you see fit. 

ZBrains Magento Integration for Zoho

Connecting Zoho and Magento: Why it Matters and How it Works

ZBrains Magento Integration for Zoho Makes Order Management Easier

Zoho CRM is known for its ability to connect multiple aspects of running a business and ultimately employ more automations. The result is more time for you to do what you do best: run your company. However, sometimes there are gaps between the software you use and the Zoho CRM suite of applications. The ZBrains Magento Integration for Zoho is a perfect example of that, chock-full of significant value. At its core, the most noteworthy benefits of this integration are:

  • Syncing customers with account or contacts
  • Syncing products and inventory
  • Syncing orders and shipments

Streamline Inventory, Products, Shipments, and Customers

We crafted this integration to give business owners greater control and ultimately improve how their business operates. Among the most integral improvements: enhanced reporting through the integration can increase sales, improve delivery time responses, and enable the sales team to sell more accurately with up-to-date inventory. The result? No more combing through your product listings on the website with a fine-tooth comb to confirm sufficient inventory! Updates are made automatically, ensuring your entire team is on the same page.

Common Use Cases for the ZBrains Magento Integration for Zoho

Let’s take a look at three of the most common use cases for the Magento integration:

1. Zoho CRM + Magento (Sales+Operations)

Businesses that use both Zoho CRM and Magento are likely to encounter many head-scratching moments when the two programs fail to effectively communicate. Without a direct connection between the two, you are forced to take multiple steps to sync the information you need. Fortunately, our integration fills this gap, combining the two components. Data integration lets you use Magento for fulfillment while tapping into useful Zoho applications such as Zoho Desk and Zoho Projects.

2. Sales + Magento (Sales)

Other companies are organized without Zoho CRM, relying instead a traditional Sales team equipped with Magento. In this scenario, you are forced to couple the data gathered from the Sales team with information stored on Magento before migrating all of that into Zoho CRM. The key takeaway here is that our integration takes care of that extra manual step to allow all three processes to work in harmony.

3. Zoho + Magento + QuickBooks (Finance Department)

A popular arrangement companies use is a three-pronged approach: Zoho, Magento, and QuickBooks. For example, orders are processed in Magento, approved in Zoho, and the financial details are then synced with QuickBooks.

Our integration effectively eliminates the need for manual input of customer information into QuickBooks, saving your finance department valuable time and effort.

4. Executive Team Benefits

The beauty of this integration is that it benefits so many parts of a company, not least of which is the executive team. But Executive team members and CEOs do not have the luxury of combing through all the details of the business process. Our integration provides the logistics and data in real time to better pinpoint where a problem is impeding the workflow. For example, correcting a delay in shipping by using a different supplier, or ensuring a seasonal sale is properly noted on the website and during sales calls.

Whether you are the CEO of a small business or part of a seasoned executive team, our Magento Integration ensures you see the big picture while also granting access to the vital details that make up your business process.

Additional Benefits of the ZBrains Magento Integration

Our Magento Integration for Zoho saves time and avoids headaches all over your company. It streamlines the checkout process, allowing you to perform checkout both through the Magento store and offline. In addition to saving past orders, your sales team can manage customers and orders through Zoho rather than logging into a Magento admin panel. We developed this integration as a bridge among systems; a unified path of information to benefit you and your employees. It eliminates context switching and manual input. Plus, it gives your Sales team a tool to access data in real time and generate more business.

Magento is not without its own flaws, as evidenced by this list, but when used correctly and in conjunction with Zoho, your business can truly succeed.

In the end, whether you are a Magento user curious about the benefits of Zoho or a Zoho fan looking to connect the dots of your company, we at ZBrains can help. Magento and Zoho are both valuable parts of any business owner’s arsenal, and we make sure they work together. Learn about our other integrations, such as QuickBooks, Sage 100, and Google Drive.

Zoho CRM vs. NetSuite

Zoho CRM vs. NetSuite: The Ultimate ERP Showdown (Part 2)

*Part 2 of our comparison of Zoho CRM vs. NetSuite*

Customer Service

A comparison of Zoho CRM vs. NetSuite cannot be genuine without examining the customer support characteristics of both. In the end, any good product can be handicapped by sub-par customer service. Even experienced business owners can run into issues and time-sensitive problems that need immediate attention. The reality of NetSuite as a software is that the aforementioned problems of user experience and navigability bleed over into the customer service. When problems arise and NetSuite is markedly absent, it forces users to try and craft their own solutions and workarounds. This is a huge headache, especially compared to the ease of Zoho, with its interwoven network of applications. In the end, having a team of Zoho experts at your service gives you the peace of mind to attend to your business.

When you use Zoho, you have the advantage of Zoho Support and an interface that is easier to manage and maintain. Plus, you can rely on ZBrains with our support retainers to help you through issues with implementation. This setup stands in stark contrast to NetSuite, whose support plans are likely more expensive, necessitating a dedicated NetSuite resource that is pricier.

Winner: Zoho

Zoho is simply better in this category, with NetSuite customers forced to endure more expensive support that isn’t always readily available to meet your needs.

Who’s it For?

Comparing Zoho CRM vs. NetSuite, it is evident that they offer some of the same functionality, but the two software programs are ultimately suited for different audiences. The price point of NetSuite makes it much less accessible for smaller companies; conversely, Zoho CRM is much more affordable, providing startups, small companies, and medium sized businesses with a fully baked  CRM / ERP solution that does not break the bank. Given the capacity of NetSuite, booming businesses that excel with Zoho CRM often make the jump to Oracle when they have the financial security.

When evaluating who uses Zoho CRM vs. NetSuite, there are some important questions to consider:

  • How much will implementation cost?
  • How much will ongoing maintenance cost?
  • Will you have to hire an on-site expert?

These issues hearken back to customer service, more specifically how the Zoho Support we at ZBrains provide is cost-effective. A final note on cost, ZBrains offers flexible pricing for consulting time – we offer hourly consulting  blocks a more desirable option than having to hire someone and pay them to be on-site as a full-time employee. (ZBrains wants to be part of your business solution, we aim to be a partner and not just a pump and dump IT shop).

The bottom line here is, we understand the unique needs of the industry, and our knowledge of manufacturing is translated directly into an ERP solution that can be personalized to your business.

Winner: Tie

There’s no clear favorite here, as both programs offer similar applications. However, the important distinction are the stark differences in support plans and the ERP gap that ZBrains bridges for Zoho users.

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Zoho CRM vs. NetSuite

Zoho CRM vs. NetSuite: The Ultimate ERP Showdown (Part 1)

Zoho CRM vs. NetSuite: The Ultimate ERP Showdown

Businesses of all sizes and industries operate efficiently with the help of Customer Relationship Management (CRM) software. From closing deals to managing budgets to juggling the schedules of multiple field technicians, these magical pieces of software help CEOs everywhere rest easy with invaluable automations. However, how do you decide which CRM is right for you? Choosing a CRM that works best for your business is no easy task; but, we aim to ease your concerns, answer your questions, and illustrate the pros and cons of two different software packages in this comparison article. Read on to discover the details of Zoho CRM vs. NetSuite: how they are similar, how they are different, and they affect the bottom line for your company.

CRM Usability

The way software appears to a user, the user interface, is a significant determining factor in customer opinion of that software. Navigability is huge, because a clunky UI can be incredibly frustrating and ultimately can turn users off entirely. Unfortunately, many NetSuite users have voiced their displeasure with the UI, commenting on it feeling outdated and depressing. You can read their thoughts on Oracle NetSuite, both good and bad hereOther complaints from NetSuite customers reference the subpar search function,  noting how difficult it is to find things and how the CRM is not intuitive. Last but not least, NetSuite has built a reputation for not playing well with other systems, i.e. lack of intuitive integrations.

By contrast, Zoho CRM is known for having a user friendly interface and marries all of its applications very well. Plus, if Zoho customers encounter any issues, we at ZBrains are here to help. Our team aims to please, as evidenced by our collection of useful integrations:

Winner: Zoho CRM

Ultimately, the frequency of user complaints about NetSuite gives Zoho the edge here.

Overall Value of the CRM

When discussing the overall value of these two pieces of software, it’s important to note that NetSuite carries the Oracle name, and is therefore more expensive with that enterprise label. Although on the surface the applications within both CRMs appear to be the same, the main difference is that Zoho is considerably less expensive.

Also noteworthy in this category are the complaints of NetSuite users, who grumble about the CRM out of the box. Multiple users mentioned the hassle of having to buy more add-ins just to get the essentials of the software to function properly. This folds into an often overlooked cost, the implied cost. We will go into implied cost in more detail in a future article, but in essence, NetSuite support plans post launch are likely very expensive, requiring a NetSuite (Oracle) resource that is pricier in the long term.

Explained further, NetSuite is an ERP solution that has all the big-box player financial tools out of the box and several integrations. On the other hand, Zoho out of the box does not have full ERP functionality, but it can be augmented quickly and cost effectively when combined with our Zoho ERP. The difference is that when you combine Zoho with our Zoho ERP the result is better than NetSuite because our solution incorporates a full end to end business engine into a single Zoho app suite. Considering the entire value provided, you have access to the Productivity app suite of Zoho to centralize your business processes and reduce administrative overhead created by a combined solution built on Zoho’s native Creator platform.

Winner: Zoho CRM

Zoho tops NetSuite in this category, in particular because of the required add-ons you need for NetSuite in conjunction with the implied costs of future support.

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The Process of Improving your Business

  • The only way to succeed is to put in your time and take your blows.
  • Employees will only work if you crack the whip around them.
  • If you’re leaving less than a cup of coffee, make a new pot or risk certain demise.

Most businesses have maxims they live by – maybe yours is one of those. We all have certain things we harp on each other about, maybe because we know our companies function better when things are done a certain way, maybe just because of personal preference (and, at the end of the day, we all like to be catered to a little bit).

But, when it comes to Zoho CRM, you might be in the dark – especially if you find yourself reading this blog! (There’s no shame in that.)

Here’s another adage for your repertoire: Stick to the process.

You might be nodding your head…or, you might not.

So, what does it mean to stick to the process?

Well, here’s what it DOESN’T mean:

1. Doing the fifteen-step of sales, ops, underwriting, development, accounting, and fulfillment… all in one fell swoop.
2. Going to great lengths to streamline one part of your business while ignoring another part simply because it’s not your area of expertise or you’re getting pushback.
3. Sifting through volumes of abstruse information looking for something that might, just perhaps, be the solution to an equally difficult business problem.

If you weren’t nodding your head before, maybe you are now.

And, if you are… there’s nothing wrong with that.

These are really common problems to have. Running a business isn’t a walk in the park.

However, if you’re using Zoho CRM or Zoho One, you have the tools to help you with problems like those, or at the very least point you in the right direction. Rome wasn’t built in a day, so here’s another maxim, no matter what: Knowledge is power. Without further ado…

Use Zoho to Separate Work Into Departments

If your head is swimming with the scores of complicated (or even mundane) tasks you need to do just to keep your head above water, it probably wasn’t always like that – but, now maybe you’re in a little too deep to come out, stop everything, and figure out how to get your Zoho suite to handle it all.

Rather than perpetuate the cycle of you doing everything yourself, you can take a small step towards improving your lot simply by exploring, turning on, and connecting the various apps in Zoho One to your Zoho CRM:

1. Zoho Projects, great for project-based businesses
2. Zoho Finance Suite, great for any business, even manufacturers and distributors
3. Zoho Desk, great for routing help desk-style inquiries

These apps connect with the CRM in different ways, but all can help you ultimately by conforming to your process if they’re used the right way.

Zoho: Not Just a CRM, and Not Just for Sales

Even after you’ve turned on various Zoho apps, connected them, and even configured them somewhat, there’s no guarantee you’re getting the buy-in you need from your staff, or maybe there’s an area of business you’re letting lag because it isn’t your forte.

If there’s a clear bottleneck in your process, there’s no better solution that using what you already have in Zoho One – a full suite of applications – to solve that problem. For example, if your sales staff has adopted Zoho fully, but operations still tracks their projects on spreadsheets, we recommend introducing Projects at the very least – and perhaps even using the built in custom function (from the Zoho CRM Custom Function Gallery) to create new projects in Zoho Projects when you close deals in Zoho CRM.

Googling: Great for looking up words, terrible for solving complex business process flow problems

When your business’s very success is on the line, the worst thing you can do is continue to spend time doing something that may not necessarily help, like scouring the internet for solutions to issues you have that may be quite complex. Or, worse yet, thinking you’ve found the solution to a problem you have, only to find it isn’t correct because of a simple misunderstanding.

Rather than put yourself through more misery, stick to doing what you do best – running your company – and let Zoho’s built-in AI tell you what you can improve on. Zoho’s AI bot, called Zia, is designed to analyze your daily activities and inform you about where you can possibly save time doing repetitive tasks, as many repetitive tasks can be automated using workflow automation or macros.

Taking Zia’s advice won’t solve the most complex problems, but it will save you valuable time, which could give you just the edge you need to extricate yourself for ten minutes, pick up the phone, and…

Let the Experts Do What They’re Best At

If you’ve already gone through the issues and you’re still stuck behind an insurmountable wall, just remember this. No, not another maxim.

You know your business better than anyone else. We know Zoho just as much. Your best possible version of the Zoho suite is waiting for you somewhere in the middle, and that version of Zoho will be molded, conformed to your processes. Sticking to the process might be a good thing to talk about, and it might be something you wish Zoho would help you do. But, with the proper planning, it’s a real possibility. And, with any execution, it can be a reality.

Call ZBrains toll-free and mention QuoteSmarter for a free 1-hour CRM consultation.

zoho zbrains field services

The Zoho, ZBrains, and Field Service Relationship

You may be wondering how these three things are related. Let’s begin by asking: What is Zoho, and who are ZBrains? Why are their offerings important to field services and improved customer experience?

What is Zoho?

Zoho is a cloud-based business suite geared to optimize your business by automating processes.  Zoho encompasses not just customer management, but finance, project management, and a host of other business needs.  Using all these apps effectively can be a lot to handle – and to boot, last year Zoho introduced Zoho One, its entire suite of 35+ apps, in one platform.  This has given users access to many more apps than before, many with overlapping functionality.  We’ve noticed it can be a little challenging to learn about the uses of all the different Zoho apps, especially when having to deal with day-to-day office or field work at the same time.

Who are ZBrains?

ZBrains is a Zoho Premium Partner that focuses on adding value to Zoho’s existing ecosystem, with a focus on field services companies.  Our services include process consulting and training on various apps, providing integrations to different third-party apps, and even implementing custom add-ons to automate setting service appointments, optimize service or delivery routes, create mobile work orders, and even calculate commissions.  Our in-house developers and consultants make sure you have an open line of communication to our home office.

Find out below how the union of Zoho & ZBrains is beneficial for your field service business.


Imagine this: a field technician arrives at an appointment to meet with a customer, only to discover he is unprepared: A communication error in your scheduling department has caused him to bring improper materials to the appointment. This situation likely not only upsets your customer, but can also have a negative impact on your bottom line. Thus, having all elements of your business integrated is essential: It helps to avoid miscommunications and eliminates human error caused by manually transferring information. According to Field Technologies online,  the most important concept in field service management is integration. Here at ZBrains, we can help you do this with Zoho solutions tailor-made for your unique business needs.


It can be difficult to make important decisions and move your business forward when you’re bogged down with manual day-to-day processes. By automating your general workflow, you can let your software do the grunt work and keep the hard decisions for yourself. With Zoho One, you have access to apps that not only help your CRM run smoothly, but can help you in all areas of your business. This allows you to collect and analyze data from almost every department to help you strategically plan your next steps.


Increased real-time information is the unity of the cloud and mobile devices. If you’re out in the field, it’s important that you stay apprised of any scheduling changes or updated client information. Zoho has developed their apps to work with you wherever you may be accessing them through your phone, tablet, or other device!  To match this, we’ve made our ZBrains SmartScheduler to work on all mobile devices as well! It will schedule your appointments for you, taking into account parameters you set, including territories and areas of expertise. With drive time calculation and Google Maps integration for drive time calculation, it’s the only scheduling optimization tool you need!

Better customer experience

The increased data accuracy achieved by integrating and automating your systems allows for faster response times and productivity from the different departments that run your business. With a steady flow of more accurate information that is able to be accessed on the go, you can easily keep your customers engaged and deliver messages when they’re most crucial. Integration, automation, and mobile capability together allow for more time to cultivate the most important relationship of your business – the one you share with your customer. When they’re happy, you get more referrals and repeat business, leading to a healthy bottom line.


Interested in learning more? Reach out to a member of our team today! We are Zoho Certified Consultants here to help! Give us a call at (888) 207-4111 or click the button below and we’ll reach out to you. You can also register for our upcoming Stump the Chump webinar tomorrow, Friday, Jan. 26th at 9 am PST. Ask your Zoho questions, and if you stump us, we’ll buy you coffee!


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zoho wordpress lead magnet

Zoho + WordPress New Lead Magnet

Your business’ website provides clients, or potential clients, with the best information for them to make informed decisions. There are many ways for them to land on your page, but do you have a sense for why they are landing there? For example, are they researching their options, or are they already motivated buyers? Considering 79% of leads never convert into sales, and underdeveloped lead nurturing tactics are often to blame, it’s important for you to know your lead conversion rate.

Understanding and capturing the visitors to your website is crucial to maximizing your website as a functional sales tool. Making it easy for your potential clients to get in touch with you is crucial, and no one understands this better than both Zoho and WordPress. The two have teamed up to introduce a new Lead Magnet update! Now, you never have to miss the window of opportunity to capture and qualify a lead to close a sale!  

Here’s how you’ll improve your lead conversion rate with Zoho + WordPress New Lead Magnet

Quality Information, Faster Response

The conversion rate yardstick is not static, as it depends on your business’ definition of a qualified lead. For some, it may just be an email address, but for others, you may want to know the size or location of the business, the needs, or the authority of the person in contact with you, among other factors. With the Zoho CRM forms plugin for WordPress, you can easily create forms using Zoho CRM webforms or the Contact form 7 plugin. The lead information that’s entered is automatically pushed into your CRM. You’ll never miss an incoming lead, and even better, you’ll be equipped to respond to them faster!

Customize Forms

Every business is unique, and so it follows that the information you collect from your prospects is unique as well. This plugin takes that into account and allows for mapping custom fields from the Leads module of your CRM.  However, the plugin does not limit you to only capturing lead information. With this new plugin, you can send information to custom modules created in the CRM, so everything a prospect or contact can tell you is recorded properly.

Simple Installation, Configuration & Use

You can install the Zoho CRM forms plugin from the WordPress plugin marketplace with just a few easy clicks. After that, creating a form from the plugin interface incredibly simple. It’s light on code, so you’ll only need to do a few drag & drops and copy-pastes, then your form short-code will be ready for use anywhere on your WP site.  If you’re already on Zoho CRM and host your website from WordPress, the plugin is free to use!

Interested in learning more? Reach out to a member of our team today! We are Zoho Certified Consultants here to help! Give us a call at (888) 207-4111 or click the button below and we’ll reach out to you. You can also register for our upcoming Stump the Chump webinar on Friday, Jan. 26th at 9 am PST. Ask your Zoho questions, and if you stump us, we’ll buy you coffee!


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A look at Zoho updates in 2017

A Look Back At 2017 : Zoho is Growing!

2017 is suddenly behind us – and, for some, the year probably seems like it’s flown by.  Interestingly, it’s said that the more new life experiences you accumulate, the slower time seems to go by – and, if that’s true at all, Zoho Corporation must have had the slowest-feeling year of all, as they revamped a significant portion of their offerings.  But, this is about the only area Zoho did anything slowly.  With 50 new features, 100 marketplace extensions, and 4 product updates every week, Zoho is definitely growing! Here is a recap of some of Zoho’s new features and updates from 2017!

The Newest Additions

Zoho One – The biggest and most exciting development from is Zoho One. This revolutionary all-in-one business suite packs a punch with 35+ applications, including CRM, Desk, Campaigns, Creator, and more! Account administrators have one secure account for applications and overall control, giving them the ability to access all programs from just one account.

Zia – Zoho’s AI-powered sales assistant that helps you make the most of your CRM account. She learns the ins and outs of your business by studying the strings of activities performed every day by you and your team. Zia then interprets performance and anticipates the needs of your business, providing solutions to you on-the-fly, detecting anomalies in your activities, and making suggestions to automate workflow!

Zoho Sprints – This agile project management solution encourages and enables teams to focus their energy on building the best products possible. Your team can take a look at the big picture with an easy-to-read dashboard. Track your team with the scrum board, and log time with the Timesheet function. Advanced reporting will give you actionable insights into your team’s progress and predict any roadblocks or bottlenecks in your process. In short, Zoho Sprints enables your team to get ahead and be prepared for the next development sprint.

Zoho Cliq – Easily communicate and collaborate with your colleagues with Zoho Cliq. Zoho’s new chat app eliminates the standby time of waiting on email responses from your team and allows you to exchange ideas more fluidly. Multi-panel chat, unlimited file sharing, and audio and video functionality keep your conversations at the forefront of your mind and easily accessible. Not to mention, it integrates, it’s secure, and it’s mobile!

Updates to Your Favorite Applications

New Zoho Campaigns UI – Zoho Campaigns got a facelift this year with a sleek new interface design. Along with the new look, you can get even more from Zoho Campaigns now with a customizable dashboard, image editing capabilities, additional automation, and more advanced reporting. Take your email campaigns to the next level!

Zoho Social now Adapted for Digital Agencies – Zoho Social also got a great update that makes it much easier for digital agencies to manage their clients’ social media platforms. With this new version of Social, agencies can manage all their client accounts from one platform. It also allows for agency branding and logos, with increased collaboration abilities to keep your team and your clients in the loop.

Zoho Notebook Improvements – Notebook began as a simple note-taking app on mobile but has now adapted to become even smarter, and now works as a desktop application as well. Added Mac and iOS 11 Support expands the devices from which you can use Notebook. With new intelligent formatting, Smart Cards, and document scanning, you can simplify and ease your note-taking process even further.

CRM Improvements

Marketplace Extensions – In 2017, Zoho expanded its marketplace to allow Zoho CRM to integrate with some of the biggest technology partners out there! With more than 80 new extensions available, you can optimize the potential of your CRM further than ever before. These new extensions will not only help you make the most of your CRM but can also help your business run more efficiently and avoid juggling multiple systems.

New Integrations and Platforms – Zoho CRM has further increased its capabilities with new integrations and platforms! The Finance Plus integration allows your sales reps to easily track the details of their deal expenses in the CRM. The Telephony Platform integration allows you to bring all of your phone conversations, including call recording, into the CRM. The SalesSignals platform helps consolidate all of your notifications, such social media, email, and third-party apps, into an organized timeline. These are just 3 of the new integrations that were released this year!

CRM Improvements – Amidst all the improvements to the other Zoho apps, Zoho has also polished up the CRM itself. Updated workflow rules make automation easier and advanced filters which update in real-time help you keep track of your leads. Speaking of leads, you can now add leads directly from social media, and use new lead scoring rules to ensure you focus on the right leads in your funnel. And, don’t forget the new Sticky Notes to help you stay on top of it all!

How Zoho can help you with your bad data

We know that was a lot to take in, and Zoho is improving faster each day, seemingly.  Now, you can catch up with the big boys, improve your business, and slow things down a bit yourself – only figuratively, though.  Check out Zoho’s 2017 recap for more updates and improvements!

Interested in learning more about Zoho, or have a question? Reach out to our team today! We are Zoho Certified Consultants here to help with all your Zoho needs.  Give our team a call at (888) 207-4111, or click the button below and we will reach out to you!

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