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Category : Zoho CRM

Is Zoho CRM working for you?

What you should know about CRM Adoption

Is Your CRM Working for YOU?

Here’s what you should know about CRM adoption, to ensure that you are maximizing this tool. 

[caption id="attachment_5440" align="alignleft" width="400"]Planning A CRM Project It’s not uncommon to spend months planning a CRM implementation project. If you’re already down that road make sure the CRM adoption rate is high, this survey can help![/caption]

It can be difficult, overwhelming, and time consuming for users to learn a new CRM system, and sometimes that’s even after training. Most organizations spend months or longer researching and planning to bring on a new CRM or software. Then they begin to ramp up, perform initial training, and finally send their users out into ‘the wild.’ Your hope is everyone in your organization will be wildly successful with this new tool, and business operations will be better than ever!

With highly proficient teams, this shouldn’t be a concern, but we all know that every team is not highly proficient.  

In the real world where capabilities across teams vary, it is inevitable that different users will use the new systems in different ways – and to varying degrees of success. 

Some members of your team will not take to the new CRM at all!

This is low user adoption.

You might think, “well, that’s their problem if they don’t use the tools provided to make their work easier. We gave them training!” But trust us, we know you’ve probably made a decent investment in time and resources to implement this tool. You deserve to get the most out of it. You likely had the intention of equally balancing the goals of making your staff the best they can be, AND giving yourself and business operators the essential insights based on CRM data. 

But perhaps your CRM  just hasn’t taken hold.

If you suspect this might be the case in your organization, it’s time to take a closer look.

What is User Adoption?

[caption id="attachment_5441" align="alignright" width="400"]CRM Users Adoption What is CRM Adoption? A high level of CRM user adoption means that users are successful in their goals by using a software product. [/caption]

This is really straightforward, so we’ll share it quickly. 

User adoption is the process of ensuring that a system user can be successful in their goals by using a software product. 

In this case, we’re talking about how successful your teams are in being able to attain their objectives using your current CRM. This includes how quickly it becomes a routine tool, and how much users like it and want to keep utilizing it.

Consider your teams across Customer Service, Sales, Marketing, Operations, and Leadership when observing for user adoption.

Then consider if all teams used the tool to its full potential, and fully adopted the CRM.

What does great user adoption look like? With that data at hand, you have the power to create accurate dashboards and better forecasts, and you can empower your businesses’ leaders with the information they need to grow and make their teams successful. Win – Win!

 

Using Your CRM to its Full Potential

Curious if your CRM users on the teams we mentioned above are in a murky area of user adoption? You can make sure you’re getting the most of your CRM investment with this quick CRM User Adoption Checklist – it’s just 20 questions!

Take a look and get the info you need in order to assess whether or not it’s time to take action and realign around your CRM.

Is there potential for your CRM to work better for your organization? Take the CRM Adoption Survey and find out where you stand.

 

Take the CRM Adoption Survey

 

Zoho August 2021

Zoho Updates, New Features, and Issues | September 2021

Welcome back again to your Zoho Updates September 2021. In the past month, we’ve seen a number of improvements across Zoho Books and Zoho CRM. In this digest you’ll find time saving new features, how CRM is making user experiences even more customizable, and how Zoho Desk is making the ability to relate contacts to multiple accounts simpler!

Keep reading for details about What’s New, Zoho Updates September 2021. 

New Features & Improvements from Zoho

Zoho CRM

  • New feature in CRM allows you to assign the record owner through a Workflow. You may now define conditions in Workflows, and the owner will be assigned when the condition is met. Zoho says, “Records can be assigned to users, roles, users who create or modify records, or to those mentioned in the Assignment rule criteria.” Additionally, “owner assignment will be triggered ONLY from the first workflow rule that it matches. For the subsequent workflows, all other actions except owner assignment will be executed.”

  • Adding Users to Zoho CRM just got easier with the ability to import up to 1000 users at a time. Admin profiles and those with Manage User permissions can now import users into their organizations account using .xls, .xlsx, or .csv file types. Learn more from Zoho’s help article on this topic.

  • Webform Analytics in CRM has new metrics and charts available. Metrics for time spent on fields, field correction rate, drop rate, and the order that fields are filled can be put to use in your analytics. You now also have access to device source for form submissions. Individual form analytics now display average time spend and the abandon rate in submissions. Having this information available helps in analyzing your form success rates and adjusting forms for better engagement.

  • Expanded capabilities including Subform Fields now exists when you map dependency. Previously only fields from the layout were available to be mapped.

  • Zoho introduced their new CRM designer called Canvas, calling it “the industry’s first CRM design studio. “This no-code, drag-and-drop design studio is built into Zoho CRM and allows users to create contextual, immersive experiences for their teams.” Learn more about it from Zoho.

  • Email status updates make filters more straightforward so finding who responded to your messages possible. The Latest Email Status filter now includes “Responded” as an option. Use this and “Opened and Not responded” to segment your contacts for better communication messaging, for example positioning follow ups.

  • If you have questions or need help setting up any of these, ZBrains Support is here for you!

Zoho Desk

  • Have you ever needed to associate a contact with multiple accounts? Now you can select to enable this Accounts feature in Zoho Desk, and select to relate a single contact to multiple accounts. You can learn more here.

Zoho Books

  • Custom Reports in Books gives you the capability now to save your customizations. Find them instantly and use them again and again. There’s increased flexibility around user control, for example, who can view, export, or schedule custom reports.

  • New from Zoho Books, “Once you reconcile an account, you can now print the reconciliation details as well. You can print the the transaction details, transaction type, deposits and withdrawals.

  • Increased capabilities to select the customer advance accounts for tracking and recording excess payment, and configure the default account for tracking excess payments.

ZOHO UPDATESApplication Updates from Zoho

Zoho Desk

  • The Community module in Zoho Desk has three updates this past month including:
      • Assigning category visibility to “agents only.” This makes topics in these categories internal and visible to agents only.
      • New key category metrics are now available including: # of forums, @ of topics and comments received, % of topics created under each topic type, and more.
      • Increased functionality around controlling the ability to choose who can post and reply to topics in a category.

Zoho BugsIssues Notices from Zoho

 Zoho Creator

  • Creator rolled out a set of minor fixes product-wide including: bugs related to adding and deleting fields in forms, issue with record detail view in blueprint, a minor issue in file preview, and several additional minor issues.

 

Have a question we didn’t answer here?  If you have questions or would like to connect with one of our consultants, schedule below. We’re also available by phone, just call our offices at (888) 207-4111.

 

Connect with a Consultant

 

Zoho Updates from ZBrains

Zoho Updates, New Features, and Issues | August 2021

This month, we saw just a handful of new features and improvements in our Zoho Updates August 2021. These are primarily for Zoho CRM and Books, and there were a few bug fixes in Creator. We think you might be interested in the update regarding Zoho CRM attachments, and its integration with tools like Google Drive and OneDrive.  Additionally, if you’re a Books user, hopefully you’ve seen the addition of in-app messaging from Cliq.

Get all the details for What’s New, Zoho Updates August 2021. 

New Features & Improvements from Zoho

Zoho CRM

Zoho Books

  • Zoho Cliq chat bar is now available in Books. Enjoy even more seamless communication with your colleagues in the app you’re using, without having to switch tabs.
  • You can now set tax preferences for your vendors and customers in Books. “A major update in the customers and vendors module is the ability to assign tax rates. You can assign these tax rates while creating or editing existing customers or vendors. So, the next time you create a transaction for them, the tax rate will be automatically applied to your line items.
  • Books improvement lets you create and associate budgets to individual branches or regions of your organization. To associate budgets to your branches: Go to Accountant > Budgets > New Budget > Select a branch. If you have questions or need help setting up this function, ZBrains Support is here for you!

 

Zoho BugsIssues Notices from Zoho

 Zoho Creator

  • The Creator team shared many bug fixes this past month ranging from “minor bug fixes related to pivot chart and table sync issues,” to transition and highlight issues in Blueprint.
  • Another change in place for the maximum length of decimal fields. The field type used for decimal, percent and currency will now max at 16, versus 19 digits in Zoho Creator. Technical limitations are the reason for this updated, and once the change is in place, values longer than 16 digits will be rounded off.
  • Previously, Count as a Percentage or Fraction in Creator pages would not display as anticipated when a record was empty. A recent bug fix resolves this issue.
  • Finally there were minor bug fixes performed, related to subform workflows and pivot reports.

 

General Zoho Ecosystem Updates

In case you missed it during prior months: Important information from Zoho regarding price changes can be found here. If you have questions about this change or wish to schedule a consultation to discuss, please contact us using the form at the end of this article.

Have a question we didn’t answer here?  If you have questions or would like to connect with one of our consultants, schedule below. We’re also available by phone, just call our offices at (888) 207-4111.

 

Connect with a Consultant

 

july 2021 updates from zbrains

Zoho Updates, New Features, and Issues | July 2021

Welcome to Q3, and your Zoho Updates for July 2021! With the first half of the year at a close, we are sharing just a few notable updates this past month from Zoho including on-premise Zoho Creator options, Microsoft-BI Integration, and multi-org sign in for CRM.

Get all the details for What’s New, Zoho Updates July 2021. 

General Zoho Ecosystem Updates

In case you missed it last month: Important information from Zoho regarding price changes can be found here. If you have questions about this change or wish to schedule a consultation to discuss, please contact us using the form at the end of this article.

New Features & Improvements from Zoho

Zoho CRM

  • Good news for multi-org Zoho CRM users! “Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations who maintain different CRM accounts to manage their business, such as a franchisee or a subsidiary.”
  • A CRM improvement now searches for similar records using unique fields, plus system-defined fields in the Leads module when converting Leads to Contacts and Accounts. Then, based on whether a value is available or not available for these fields the system will either ask to create a new record or merge with existing record.
  • You can now copy Campaign Member status from from CRM account to another while copying customizations.
  • Introducing Zia Reasoning in Assignment Rules! Zia now determines a pattern from your existing data to automatically assign the most appropriate owner for a record. Of course, admins can disable or enable the contributing fields to enhance Zia’s owner suggestion skills, too.

 

Zoho Creator

  • Creator Reports embedded in the Pages component have been enhanced. They will not appear as a larger window in Pages, and helps standardize the appearance of the detail view when embedded. Additionally, the user interface is improved, and several minor bug fixes were rolled out with this set.
  • Notable announcement from the Creator team says thatZoho Creator On-Premise was launched recently to help businesses host their apps on their own servers.”  If you’re interested in this solution, please don’t hesitate to let us know, we’d be glad to help you determine with On-Premise is a fit for your organization.
  • Microsoft Power BI desktop app connection is now available in Creator. It “brings together multiple software services, apps, and connectors to convert data from different sources into a collective, meaningful combination of information to obtain visually insightful data.” 
  • Good news for app creators! After several months in the works, Creator’s V2 upgrade is now in place, and brings Improvements including improved security, better error handling, improved performance compared to V1, and more. 
  • With this new enhancement, you can import data from a live app and update existing records while importing. This includes the addition of “Smart Suggestions” to provide intuitive recommendations while importing data.

 

Zoho BugsIssues Notices from Zoho

 Zoho Creator

  • Creator bug fixes addressed this month include those that address: downloading page as PDF, visibility permission in subform field, editor popup in notes field, and localization in rich text field.
  • Creator Android app Version 6.4.8 subform fix addresses issues with dropdown field and OCR field in subform.

 

Have a question we didn’t answer here?  If you have questions or would like to connect with one of our consultants, schedule below. We’re also available by phone, just call our offices at (888) 207-4111.

 

Connect with a Consultant

 

Zoho Updates June 2021

Zoho Updates, New Features, and Issues | June 2021

Welcome back to your Zoho Updates June 2021. Lots of action the past month across Zoho applications. In this digest you’ll find information on Zoho’s pricing updates, the application that’s changed its name, and some great new enhancements to CRM and Zoho finance applications.

Keep reading for the What’s New, Zoho Updates June 2021. 

General Zoho Ecosystem Updates

** Important information from Zoho regarding price changes can be found here. If you have questions about this change or wish to schedule a consultation to discuss, please contact us using the form at the end of this article.

About the Zoho changes to MarketingHub: “Effective May 21, 2021, we are renaming Zoho MarketingHub to Zoho Marketing Automation. This change will not affect any features or functionality of the product. You can continue to use the product as you usually do.” Learn more 

New Features from Zoho

Zoho CRM

  • Zoho announced the release of SalesIQ 2.0! If you haven’t already seen it, the release features a new user interface, and features for: Codeless bot, Resources, Answer bot, B2B Relationship, Profanity library, and several others. Take a look here.

 

Zoho Books & Inventory

  • Zoho finance including Books and Inventory teams shared a handful of updates this month, most notable is that now you can record payments while creating an invoice.
    • For example, if you received a payment before issuing their invoice, you don’t have to create a draft invoice and record a payment for it later. Simply mark the “I have received the payment” option while creating the invoice, it automatically creates a payment. Invoices are created as a “Paid” status, and the payment for it is created with the “Invoice Date.” This option is available if your user role allows “Customer Payments”, and if Sales Approval is disabled.
    • To enable: Go to Invoices > Create an invoice and select the customer > Scroll down and mark the “I have received the payment” option.
  • They have also added a new template called “Retail-Premium” found in the Retail category in templates. This template accommodates almost all the information that can be included on other templates, and fits it in a compact design between 3 and 4 inches wide.

 

ZOHO UPDATESApplication Updates from Zoho

Zoho CRM 

Zoho CRM updates and improvements this month include the following:

  • You can now use a scheduled action to automatically create a record through a workflow rule. (This was previously an instance action only.)
  • You’ll now find a common holiday list that is applied to all users in an organization. This is called “Business Holidays.”

Zoho Creator

  • This month Zoho Creator team shared, “We have rolled out a set of default character length for form fields. This will help in effectively using the available space. For instance, you might have fields with large values that contain too many characters. These can be substituted with values of fewer characters. This in turn facilitates the form to include more fields. Users will be able to modify the default length for Single Line, Email, Dropdown, and Radio button fields.”
  • Blueprints are now available in Creator. This allows you to replicate your business processes online and enjoy the benefits of streamlining process management. Why is that important? Zoho says it best, “The blueprint enables you to customize every detail of every process you design in your Creator application.”

Zoho Books

  • Advanced Search in Zoho Books introduces filtering options, and now also includes Zia Search so you can search for “any information across different Zoho apps from within Zoho Books.” See all new updates from Books.

 

Zoho BugsIssues Notices from Zoho

 Zoho Creator

Creator bug fixes recently implemented include: timezone in audit export and admin username in account setup.

 

Need more answers or have a question we didn’t answer here?  If you have questions or would like to connect with one of our consultants, schedule below. We’re also available by phone, just call our offices at (888) 207-4111.

 

Connect with a Consultant

 

Zoho Monthly Updates from ZBrains

Zoho Updates, New Features, and Issues | May 2021

It’s been another busy month at ZBrains, and a number of Zoho updates May 2021 along with new features were shared with us from Zoho Corp. We’ve done our best to condense it all to the need-to-know basics.

Most notably this month, beginning May 1, 2021, all functions that use authtokens while making calls to other Zoho services will fail. (More details in the article below.) Hopefully, you’re already prepared, but remember that the ZBrains team is here to support you – just let us know how we can help.

Keep reading for the What’s New, Zoho Updates May 2021. 

 

New Features from Zoho

Zoho CRM

  1. “Automatic transitions in blueprint: Use automatic transition to prevent delays and discontinuity of a process. The automatic transition will ensure that records move to the destination state after a specified Wait time has elapsed.”
  2. “Blueprints now supports widgets: Perform custom actions, such as locating an address on a map, blocking a date on a calendar and more via Blueprint using Widgets. Widgets can be used in the During Transition settings.”
  3. “Multi-user and multi-select lookup fields supported in blueprints: During Transition you can use multi-select lookup fields as well as multi-user fields. These fields can be mandated but cannot be validated.”

 

Zoho Books

This month, we’ve seen two notable improvements in Zoho Books that now allow you to do the following: 

  1. Beyond invoices, now you can execute an advanced search for all transactions.
  2. In the Banking modules, you are now able to add comments and view transaction history

 

Zoho Inventory

The Zoho Inventory team shared some great news for online sellers and drop shippers with the new third party billing feature for UPS users. It’s available for all editions and all subscription plans. The Zoho team says, “This feature is targeted at drop-shippers who work with other vendors to supply goods to end customers.”

 

ZOHO UPDATESApplication Updates from Zoho

General Zoho Ecosystem Updates

We’ve shared about the OAuth authentication upgrade, and deprecation of authtokens across all Zoho systems the past few months. Beginning May 1, 2021, all functions that use authtokens while making calls to other Zoho services will fail.

If you’ve noticed system issues, and require support, please contact us. You can schedule any time that works for you here Connect with a Consultant

What is OAuth2.0? This industry-standard protocol specification that enables third-party applications (clients) to gain delegated access to protected resources in Zoho via an API. 

OAuth 2.0 is a benefit for these reasons and more:

    •  Increased security and easier user/credentials management,
    • Improvement to industry standard protocol for easier communications between Zoho apps,
    • Access tokens expire, limiting data exposure in the instance of a security breach.

 

Zoho CRM 

Two alternate solutions provided for CRM Plug-in for Microsoft Office are:

 

Zoho BugsIssues Notices from Zoho

 Zoho Creator

Zoho Creator has published messages about a few improvements and fixes this month, including to the iOS app.

    1. “The record owner property that was previously available in the user’s field properties section is now moved to form properties. You can find it in Form Properties under Role Hierarchy section. Added user will be the default setting for record owner. The dropdown list will display the list of user fields for you to select from.”source 
    2. The iOS v 2.5.2 of customer portal quick filter in maps is repaired, in addition there have been some overall performance improvements and minor fixes for version 5.26.13 of Creator iOS app.

 

Finding what you need in these updates?  Or are you looking for something additional? Drop a line in the comments to let us know what info helps you most! 


 

If you have questions or would like to connect with one of our consultants, schedule below. We’re also available by phone, just call our offices at (888) 207-4111.

 

Connect with a Consultant

 

What's new at Zoho April 2021

Zoho Updates, New Features, and Issues | April 2021

The past month marked 25 years of Zoho! Did you realize they’ve been around this long? Founder, Sridhar Vembu posted a great retrospective sharing “25 Years of Zoho,” the story of how Zoho grew these past many years. Don’t miss the video at the end featuring some of Zoho’s longest employees, and maybe some familiar faces. Congratulations, Zoho Corp, on 25 years! 


On to what’s new – in the past month, Zoho Creator team has shared a number of updates, bug fixes, and improvements including Zoho Creator On Premise solution. We also saw a Zoho CRM release for V2.

Keep reading for the What’s New, Zoho Updates April 2021. 

 

New Features from Zoho

Zoho Creator

  • Zoho Creator On-premise has been released. It shares many similarities with the cloud version, allowing you to manage data, create reports, track events, collaborate, and more. It also boasts security in terms of data privacy compliance.
  • You can learn about the differences between on-premise vs cloud instances of Zoho  Creator in this article. 
  • In response to the release of Microsoft Power BI Desktop version 2, Zoho Creator will be upgrading the connector to this version.

 

ZOHO UPDATESApplication Updates from Zoho

Zoho CRM 

  • Seven new APIs have been released in Zoho CRM version 2.1. This includes: pipeline, assignment rules, send mail, download fields’ attachments in a module, records’ count in a module, wizards, and templates for email and inventory.
  • Additionally, there are updates to existing APIs for records, blueprints, tags and more. 
  • Get all of the details for Zoho CRM V2.1 updates here

 

Zoho Creator Updates

  • You can now publish to multiple clients and remain unaffected by gaps in versions.
  • Changes to Creator’s Account Setup module include:
    • A new section for integrations to be used in managing Zoho Directory and Connections. 
    • A Marketplace section is now included where custom apps and extensions are featured.
    • General settings is the new location for Workspace management.
  • Creator applications listed under Backup and Restore module now use the app name instead of the app link. 

 

Zoho BugsIssues Notices from Zoho

Zoho Creator

  • The Creator Android version 6.4.0 fixed a few bugs and improved applications stability. 
  • Version 6.4.1 of Creator Android also had multiple bug fixes to enhance the overall application performance.
  • Many additional bug fix details are available on the Creator release notes

 

Are these updates helpful for you?  Want to see something more or different? Let us know in the comments!

 


 

If you have any questions or would like to schedule assistance around any of these updates please contact our consultants or call our offices at (888) 207-4111.

 

Connect with a Consultant

 

Zoho Updates March 2021

Zoho Updates, New Features, and Issues | March 2021

Have you noticed the continued improvements and user interface changes in Zoho CRM lately? There have been more in the past month to make small tasks simpler and more straightforward, and there have been continued improvements to security in the app.  Zoho Creator also had a few bug fixes and Zoho Updates March 2021 that we note below. 

Is there other information would you like to see about Zoho each month? Let us know in the comments.

Here are your What’s New, Zoho Updates March 2021. 

 

New Features from Zoho

Zoho CRM

  • Enjoy a few new feature perks in the Zoho CRM Module views. These UI improvements allow you to expand or collapse the smart filter in both Kanban and list views. You can also select whether to wrap or clip text within fields. Lastly, the “create and import record” buttons are grouped together in a dropdown-style button.
  • CRM improvements for remote work management were released in February. If you’re not already using Zoho Cliq and Zoho Meeting, or have a subscription to them, the bundle is available and will allow your teams to: “Share a record, report, dashboard, send workflow notification and activity reminders. Conduct online meetings with your team or clients from CRM meetings. Use audio or video conferencing and screen sharing features to give live demonstrations and quickly resolve support issues. Read more about Zoho Meetings.” Take a look at it here or contact us anytime to get your subscription started!
  • When adding multiple currencies, system-defined fields for Currency and Exchange Rate can be removed if needed. You can learn more about managing multiple currencies in Zoho CRM here.

 

ZOHO UPDATESApplication Updates from Zoho

Zoho CRM

  • Continued security improvements to Zoho CRM include introduction of the feature to configure which IP’s are allowed to access CRM. This means you can ensure your data in Zoho CRM is not accessed only from secure networks. This Security Policy can be applied to individual users, specific roles, or to a group. Find it in Zoho CRM Setup> Zoho Directory > Security Policies > Allowed IP’s.
  • CRM allows you to now edit a portal tab for your customers. Select from modules and layouts that you want your portal user to access, then define their level of access and permissions. Now your clients can enter information into their CRM records! Learn more about that set up or contact us anytime for support.

Zoho Creator Updates

  • Introducing Mobile SDK “We are introducing the Zoho Creator Software Development Kit for your Android and iOS apps. This will equip you to build custom Android and iOS apps with multiple features and functionalities. You will also be able to design your app’s UI with autonomy, wherein you can incorporate your organization’s internal style guide. Please refer to our Android and iOS help guides for more details.” 
  • Once again, Zoho Creator V1 integration deprecation is pushed out. You’ll have a bit more time through the month of March to complete these updates. This is a great time to schedule your migration support, if you still need it. Please don’t hesitate to contact us for support.

 

Zoho IssuesIssues Notices from Zoho

 Zoho Creator

  • Zoho Creator app updates this month for both Android and iOS. Be sure to update if you’re using these. iOS Update 5.26.7 of Creator fixed a bug related to adding records from the previous version of Zoho Creator. There are some nice updates in Version 6.3.7 of the Creator Android app, including the ability to switch between workspaces, and file upload now allows up to 50 MB making work on the mobile app even easier.
  • Effective February 16, 2021 WorldPay support as a connection in Zoho Creator has been deprecated.
  • Additionally, fixes are now in place for subform field columns in detail view of report. Version 3.4.6 of Customer Portal app fixes bugs related to feedback logs in Zoho Creator.

 

Are these updates helpful for you?  Want to see something more or different? Let us know in the comments!

 


 

If you have any questions or would like to schedule assistance around any of these updates please contact our consultants or call our offices at (888) 207-4111.

 

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Read about Zoho Updates for February 2021

Zoho Updates, New Features, and Issues | February 2021

This month’s updates section includes some very important changes in Zoho CRM and Zoho Finance applications like Zoho Books, Zoho Expense, Zoho Inventory, Zoho Invoice, and Zoho Subscriptions. We recommend taking a look to see if your system could be impacted, and as always – we’re here to support and answer any questions you may have. 

What other updates or information would you like to see each month? Let us know in the comments.

Here are your What’s New, Zoho Updates February 2021. 

 

New Features from Zoho

Zoho CRM

  • CRM Products is seeing some nice enhancements and now you can customize the Product Line Item in Inventory module. What does this mean for you? First off, the release of this feature will be in phases, so you may already see it available. When it is available to you, you can now add or remove fields, modify field properties, change existing formula expressions, and inset aggregate and formula fields. Lastly, the number of fields that can be added has increased to 10 for subforms and aggregate fields.
    If you have any questions about this change, or are interested in taking full advantage of Products in your Zoho CRM, our Zoho Certified Consultants are ready to help.

 

ZOHO UPDATESApplication Updates from Zoho

 

Zoho CRM

  • UPDATE 2/12/21: Zoho Corp has decided to “postpone the inclusion of the integration tasks in API credits to May 31, 2021.”  And  API Limit notifications will be sent to admins when the APIs’ daily limit reaches 80, 90, and 100%. 
  • Changes to integration tasks beginning February 15th, 2021 include that these tasks will begin to consume API credits on that date. First announced three months ago, you can view more information here
  • If you have reached the API credit limit for your organization, Zoho CRM will send an email with the subject “Attention: Your API credit limit reached 100%.” Zoho subject matter experts anticipate that the existing “API limit” will be sufficient for most users. However, if your system has many integrations, especially those using third party applications, you may wish to take a deeper look and see if any optimization is available to improve and avoid additional API call charges. Contact us any time.

Zoho Finance Applications

  • Updates to improve security across Zoho Finance products will impact Zoho Books, Zoho Expense, Zoho Inventory, Zoho Invoice, and Zoho Subscriptions. Authtokens are being deprecated March 1, 2021 in favor or OAuth 2.0 for the benefits of:
    •  Increased security and easier user/credentials management,
    • Improvement to industry standard protocol for easier communications between Zoho apps,
    • Access tokens expire, limiting data exposure in the instance of a security breach.

If you’re using any of the applications mentioned here, you are potentially impacted. Schedule a support consultation with our team today – just use the contact us button at the end of this article.

Zoho Creator

  • We’ve been talking about changes in Zoho Creator and updates to it for quite some time now. Effective February 3, 2021 the V2 APIs are in place and V1 integration tasks are deprecated. If you’re finding yourself experiencing issues with any custom applications using Zoho Creator, and missed our previous messages, please don’t hesitate to contact us for support.

 

Zoho BugsIssues Notices from Zoho

 Zoho Creator

  • Using Creator iOS app? Be sure you update to 5.25.5, this month rolled out several fixes to minor issues that you might have noticed.

 

Finding the updates helpful?  Let us know in the comments if there’s anything else we can do to help provide you with the latest from Zoho and make your day easier.

 


 

If you have any questions or would like to schedule assistance around any of these updates please contact our consultants or call our offices at (888) 207-4111.

 

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Zoho Pricing Article

How Much Does Zoho Cost?

The pace of the business world isn’t slowing and you may be looking for new ways to get work done and achieve more in your organization. Part of this is likely all of the activities around becoming more efficient, and one place a lot of organizations start is with their CRM, or Customer Relationship Management software. If you’re reading this article, you’re curious about Zoho and asking, “How much does Zoho cost?”

Keep reading for more about how the cost of Zoho is figured. We’ll talk about what to keep in mind as you are considering Zoho CRM, Zoho Books, Zoho One, or any other application in the Zoho ecosystem.

How much does Zoho CRM cost?

“How much does Zoho CRM cost?” For sure, it’s a loaded question. And when you search for this information, you’ll find a lot of variation in pricing levels. They range from Ultimate and Enterprise options to Professional and Standard. These options have diminishing features – all the way down to the amazing cost of zero dollars for Zoho CRM Free version. Yes, you heard that, Zoho CRM does offer a free version. It’s not a gimmick, it’s not just a trial period, and you don’t have to use a credit card to get access now only to be billed later.

[caption id="attachment_4719" align="alignright" width="450"]Zoho CRM pricing questions answered Zoho CRM does offer a free version. However, be sure to ask the correct questions to find out if it will work for you.[/caption]

However, understand that this free version comes with many limitations. If you’re here, answer a couple quick questions to find out if you’ll need more than the free version of Zoho CRM.

  • Do you have more than three users?
  • Are you interested in features like:
    • sales forecasting,
    • multiple currencies,
    • scoring and assignment rules,
    • custom modules,
    • process automation,
    • or prediction and artificial intelligence tools?

If you answered YES to any of these questions…then it’s time to talk about your business needs and goals and find the best fit version of Zoho CRM for you.

Of course, we’ll be glad to help. Our Business Process Analysis is designed to ensure we capture all the information about your business AND your goals so we can provide accurate, realistic recommendations for your digital transformation.

But maybe you’re curious about Zoho Books, too? Pairing an accounting solution with your customer relationship manager is another step toward integrating your processes. Before we get too far ahead, let’s talk about the cost of Zoho Books.

How much does Zoho Books cost?

This online accounting software has tiered pricing, available add-ons, and even bundles available that can impact the pricing of Zoho Books. Each configuration varies slightly in price, so generally speaking, this solution is positioned well for small-to-mid-size businesses.

[caption id="attachment_4720" align="alignleft" width="450"]Costs for Zoho Books Zoho Books is well positioned for small-to-mid sized businesses, and we often recommend this solution or a Quickbooks integration for even more functionality.[/caption]

The top tier Professional plan maxes out at 5000 transactions allowing for over 500 contacts and 10 users, so this should give you a sense of its capabilities in terms of volume. In comparison, Basic version allows for up to 50 contacts and two users, while the mid or Standard plan offers up to 500 contacts and 3 users.

Books is both an affordable and powerful tool for businesses as we just explained. But more often than not, you’ll need additional functionality beyond accounting and finances in order to integrate various areas of your business. For this reason, a few add-ons (for example, additional users) and bundles are available to meet those needs. Popular bundles for Zoho Books include:

  • Zoho Inventory, an inventory management software that easily integrates with Zoho Books
  • Zoho Subscriptions, which helps you manage your subscription-model business in tandem with Books
  • And Zoho Expense, to assist with and integrate your expense tracking activities with Zoho Books

Would you like to know more about Zoho Books pricing and options available? Our Zoho Certified Consultants would be happy to assist! Get connected here.

Or perhaps you’re interested in moving all of your business processes, including CRM and Books onto Zoho? Let’s talk about the pricing for Zoho One.

How much does Zoho One cost?

To start, are you familiar with Zoho One?

[caption id="attachment_4721" align="alignright" width="450"]cost of zoho one Did you know that one subscription to Zoho One includes access to over 40 applications?[/caption]

“Zoho One is a truly revolutionary suite that can run your entire business – seriously. It has 40+ integrated applications that encompasses everything like CRM, email newsletters, documents, inventory, and more. You simply need a username and password, integrate your applications, and you’re set; one dashboard to rule all.”

Zoho One offers centralized administrative control, and all-in-one licensing model. It has over 40 integrated applications with enterprise-level features and mobile apps included. It’s a lot, but it was designed to be just that – a full spectrum set of unified business tools that’s affordable, accessible, and impactful. Monthly cost per license ranges from $37 per user, per month, when billed annually for the All Users Plan, to $90 per license, per month, when billed annually*. The second option is named the Flexible User Pricing. It’s for instances when not everyone in your organization will need the applications. *Pricing updated June 2021

We often recommend Zoho One option for its flexibility to grow with the needs of businesses. You know as well as anyone that organizations grow, processes change, and business needs evolve over time. This platform gives you the tools needed to get your sales, marketing, customer support, finance, human resources, and operations departments moving in the same direction, successfully.

When you’re ready for the next steps of your Zoho implementation – or if you have more questions about Zoho pricing and whether or not any of the solutions we discussed here are a good fit for you – we hope you’ll let us know.

 

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