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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 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 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!

Zoho 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 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 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.

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

1. 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.

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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Woman sitting at her desk reading about common crm issues and zoho solutions

Overcoming CRM Challenges: Expert Insights and Solutions

Published on: October 17, 2017Category: Certified Zoho Consultants, Zoho Campaigns, Zoho CRM, Zoho Features, Zoho Integrations, Zoho OneLast Updated: March 3, 2023 Comments: 0

When new clients come to us at ZBrains, we often hear one of two things – either they have faced significant challenges with a previous CRM software they have used and they’re ready to move on, or they have just signed with Zoho and are unsure where to start. With these two challenges, you could say that we’ve heard it all – from A to Z; so, you can be sure that we have answers to your common CRM issues.

After thousands of conversations with various clients, we’ve wrangled our experts at ZBrains to tell us their top 3 most common CRM issues from new clients. If you’re brand new to CRM management or perhaps you have questions about your current CRM, we’re sure you’ll identify with one (or more) of the challenges below.

Here are the top 3 common CRM issues (and their solutions).

Challenge: I can’t access my CRM on-the-go.

Imagine you want to access a client contact history while en route to a meeting, or away from your desk – but you can’t access your CRM through your phone. Ugh.

Solution: Discover a CRM that works on-the-go.

Challenge: My team does not know how to use my CRM properly.

Whether it’s because of lack of process or lack of training, your team just doesn’t understand or know how to use the major features of your CRM, it can be difficult to get your employees on-board entirely with your CRM.

Solution: Educate, Track, Customize.

Save time by tracking everything- from emails to phone calls, and meeting logs in between. Zoho has it all – enabling your team to make the most of your CRM. Have a program that educates your team on the benefits and use-cases before diving in head first. In our experience, this has truly made a difference in overall adoption and usage. Develop a solid process for your team and have customizable solutions for your business processes. Get started on the right foot by signing up for one of our Zoho implementation plans.

Challenge: My CRM doesn’t integrate with the software I use every day.

Are you always flipping through tabs, browsers, applications and spending far too much time logging-in, or recovering lost passwords?Is it just another application that you need to manage?

Solution: Find an all-in-one solution.

This is especially true for sales and marketing teams, who certainly use many, many applications on a daily basis. From CRM to email, social media posting applications and more, it can be a challenge to keep track of it all. Zoho One has 35+ integrated applications that encompass everything from CRM, email newsletters, documents, inventory, and more. Here at ZBrains, we offer additional add-ons and custom integrations for your favorite business products, such as QuickBooks, Magento, and more.

It’s important to find a CRM that can integrate with a variety of solutions to optimize the potential of your business. It will keep you on-track and ready to close more, win more, and earn more.

From employees using your CRM (properly) to finding software that works for all teams in your company, these are our top 4 common CRM issues and their solutions. They’ve been compiled by our Zoho certified consultants here at ZBrains who are here to help you with your burning questions. Feel free to drop us a line!

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Streamline Your Marketing and Sales Efforts with Zoho Campaigns and CRM Integration

Published on: October 5, 2017Category: Zoho Campaigns, Zoho CRM, Zoho FeaturesLast Updated: May 16, 2023 Comments: 0

The evolution of marketing and business development has grown leaps and bounds over the last few years. As software has offered increasingly more features and benefits, the days of disconnected CRM software and email management systems are over. You can now have information, data, and reporting at your fingertips through multi-platform accessibility. Zoho Campaigns, for one, has not only grown with the evolution – it has led the way in terms of features and functionality. From creating emails with beautiful customizable templates to tracking and reporting what content your prospects are engaging,

Zoho Campaigns allows you massive insights into your email marketing campaigns. Best of all, the integration with Zoho CRM offers unparalleled visibility into those engaged with your content and pipeline.

Here are 4 reasons why you’ll love the power of Zoho Campaigns and CRM integration

1. Reach out to your leads, prospects, and customers with ease.

With Zoho Campaigns and Zoho CRM integration, you can track engagement and email exchanges all-in-one. Your entire marketing team can use Campaigns to send email messaging through a multi-user account, which means that visibility into all activities is second-to-none.

Efficiency is key when it comes to this integration. If you have customer lists in Zoho CRM (of course you do!) you can see these campaign results within each prospect record – so the next time you’re on a sales call, you won’t need to switch between multiple applications to find answers to your prospect’s questions. Everything is in one record through your CRM.

2. You’ll know how well your campaigns performed against your sales contact list.

When deciding who to actively prospect and who to set aside, for now, the data and subsequent decisions will be right before your eyes. Email marketing provides a detailed look into who’s interested – and who isn’t. After all, for every $1 spent, email marketing generates $38 in ROI. Now that’s impressive.

Within Zoho Campaigns, you can also customize your lists to reach the right audience. You can segment your lists based on specific criteria, such as business type. This makes custom, targeted engagement a very simple task.

3. Your data will always be up-to-date.

The advanced sync between Zoho CRM and Zoho Campaigns allows users – you – to maintain up-to-date versions of contact and lead information. When a prospect engages, this data will pull into your CRM. When a prospect opts-out, they will be automatically unsubscribed from your mailing list and you will receive a notification. You won’t be working with old data, meaning quality will be assured every single time.

4. Your sales staff won’t need to toggle between various software.

Your sales staff have other, more important tasks to worry about – like closing deals. That’s why they won’t spend time toggling between various pieces of software. They won’t need to pull open your CRM alongside your email marketing software while trying to make sense of the data. Instead, Zoho Campaigns gives your sales team one unified platform to monitor and provide all of the information in one place, making them more efficient – and closing more deals – in the meantime.

We love the integration between Zoho Campaigns and Zoho CRM – and we are sure you will, too. To learn more about how this will work for your business you can contact us. Or you can enable your team today by signing up for a private Zoho CRM training support session! Lastly, for even more great, integrated marketing features, we strongly recommend checking out Zoho Marketing Automation, the latest marketing funnel management app from Zoho.

Unlocking the Power of Zoho CRM: Discover the Benefits You Can’t Outgrow

Published on: June 28, 2017Category: Commission Calculator, Zoho CRM, Zoho FeaturesLast Updated: July 20, 2023 Comments: 0

When you are searching for the ideal CRM that will suit your business, there are plenty of criteria that must be considered – such as price point, features and functionality; yet, one point that is not always considered is the ability to scale. Arguably, this is one of the most important criteria points that your team needs to review before signing on the dotted line. Why? Because most businesses want to scale and grow, which means that you need to find a CRM that will scale with you. When it comes to the Zoho CRM, the benefits of this software are many and, rest assured, it’s a CRM that will scale with you and your business.

Unveiling Zoho CRM’s Endless Benefits & Scalability

#1. You’ll join the ranks of global brands.

Did you that Zoho is used by the likes of Amazon, Benchmark, Mogl and Selectra?

They all have one thing in common. They’re huge.

All of these brands (and so many more) are massive in nature, and global in business reach. They rely on Zoho, and Zoho has scaled with them along the way.

#2. Zoho add-ons and integrations will expand your team.

There are many integrations that Zoho offers, and many that we offer here at ZBrains. Below are our favorites:

Commission Calculator

This calculator is something we offer here at ZBrains. The calculator helps determine commission calculations, approvals, statements and payroll integration. You can learn more here.

QuickBooks integration

Need to update customer purchases, sales orders, invoices and more? Integrating QuickBooks with Zoho CRM allows you to know where your clients are at in every point of the cycle.

SmartScheduler

The SmartScheduler from ZBrains gives you the ability to search through employee information such as calendar availability, proximity to client, area of expertise, and any other data that can be collected from Zoho. This gives you, the business manager, the ability to set appointments with others in as easy as 1,2,3.

#3. It’ll remind you when your calls and meetings are coming up.

Instead of adding new team members as soon as you see growth occurring, why not consider working smarter? We love the ability to get reminders and make calls with the Zoho CRM. With the Zoho PhoneBridge, you will receive reminders to attend every scheduled call; you can also make calls from the CRM, which means you can stop wasting time by dialing phone numbers.

#4. Automation is key.

Much like working smarter with phone calls, automation will make you work smarter.

You can automate follow-up emails, processes and new meetings. For example, when you finish a call with a prospect, you can automate an email sequence to follow in order to move them further down the funnel, or develop a proposal.

#5. New clients and employees mean you need higher security.

As you scale, you need to have the highest level of security with new clients and processes. After all, it’s difficult to scale when security is a challenge.

We’ve written a great blog on the security features of Zoho that we love here at ZBrains.

Zoho is ideal for a team of any size. Though the company focuses on small to medium businesses, should your team expand and revenue explode, Zoho will always be there for you. The benefits are plentiful, and the ability to scale delivers far beyond what other CRMs provide.

To learn more about how Zoho can scale with you, connect with us here.

Introducing Gamescope for Zoho Projects

Published on: April 21, 2016Category: Zoho Features, Zoho ProjectsLast Updated: September 21, 2023 Comments: 0

These days especially, we live in a society of instant gratification. The examples of this sort of culture are everywhere: paying for goods on credit because it’s faster and easier than cash, watching hours of videos instead of thumbing through bulky books, racing to the hobby shop to get the newest gadget ahead of your friends… But, rather than decry this movement like the majority of these kinds of articles, I’m here to endorse it. For business, it really works.

Zoho is well aware of this and wants to help spread that idea. And, to that end, they’ve decided to add a little gratification to your tedious days behind a computer completing tasks in Zoho Projects in the form of Gamescope.

The idea is this: the payoff that comes with completing a task is great, but some things simply can’t fall into the instant gratification bucket. Things like taking care of customer support tickets, resolving bugs, prioritizing your list of tasks, and the like. All tedious stuff! So, how do you make it fun to do?

By making it into a contest, of course!

[caption id="attachment_1833" align="alignnone" width="635"]

Like this, only faster-paced and with a better plotline.[/caption]

Much like Zoho Motivator, Gamescope allows users to create contests out of normal workday scenarios, making the mundane not only more palatable, but even fun for you and your staff. Whereas Motivator focuses on sales goals, Gamescope expands the playing field to engineers and other taskmasters, allowing for time-based awards (how quickly did you get through 5 tasks or solve 5 bugs?), activity-based awards (how many tasks did you complete today? This week?), and even company-wide user profiles complete with badges, perfect for gloating about achievements with teammates. I mean, coworkers.

Based on the kind of work you do, the number and types of games you can set in Gamescope is extensive, and employees don’t have to partake – although, as a team leader, I’m sure you can think of a good prize to go with the virtual badges (team members with the most badges gets free lunch!), or a good punishment for the day’s loser (maybe he has to buy pizza for the whole team!). Hell, I’d even be okay with losing once in a while if pizza were part of the punishment.

Here are a list of the trophies available with Gamescope:

So, we see that there are respective trophies for task-masters and for bug-solvers. Gamescope trophies are awarded for each time a team member does a number of different actions, such as add a task or bug, resolve a task or bug, re-open a task or bug…etc. Everything can be scored, essentially, and games can be won based on total points or number of a certain type of trophy. Of course, the Projects administrator can set the number of points available for each trophy, or whether a given trophy is turned on or off for a certain day – great for getting the team to focus on certain objectives and not others.

Along with trophies, team members can earn badges:

Badges are earned by completing broader, less immediate tasks (completing 10 tasks in a day, for example). As team members earn these over longer periods of time, adding these up is great for determining the winner of a weekly, monthly, or even quarterly contest. And, as with trophies, your administrator can turn badges on or off, or set the requirements for each Gamescope badge.

Custom badges are also available, and you can base awarding those on custom requirements, of course.

So, why use Gamescope?

Well, if the prospect of pizza wasn’t enough, I don’t know what’s going to sway you, but, here’s what I’ve come up with:

Increase office morale. Even if you like your coworkers, nothing’s worse than coming in to the same battery of assignments or tickets day-in and day-out. Adding the prospect of a reward for achievement to the mix with Gamescope will get people excited to do the tasks they once thought menial because of the potential payoff at the end of the road.

Increase camaraderie or competition – and fun. Enjoying coming in to work is one thing; pitting your employees against each other (in good fun, of course) is another entirely! With Gamescope, you can add an entire dimension of competition to your workplace by giving prizes only to the top daily or weekly task- or bug-closer. (Scarcity makes us want prizes even more.) Or, pit the taskmasters against the bugcatchers and see who comes out on top!

Increase productivity. This should go without saying. Adding a spirit of competition and fun to the workday at your office will make people want to do the tasks they’re supposed to do, whether it’s because they get to face off against their friends, help each other towards a common goal, or just earn a merit-based prize because they completed a number of tasks. Either way, you win.

Increase correct Zoho Projects usage. Often you’ll see that tasks are carried out and customers seem happy enough, but when you run the numbers they look absolutely terrible. This can usually just be attributed to bad record keeping, but when your record keepers are your staff, it can be hard to get them to adopt your method of tracking things. Rewarding your staff in Gamescope for doing things the way you want them to be done – assuming you like when tasks are completed and bugs are resolved, which is what Zoho Projects was meant to track – is a great way to increase correct Zoho Projects usage.

Time to get gaming!

In summary, if your engineers or project managers aren’t using Zoho Projects, go ahead and start! It’s a great way to organize and prioritize tasks and keep everyone on the same page. And now, with Gamescope for Zoho Projects, you have another way to keep your team members engaged and on task (in Zoho Projects and at work in general).

[caption id="attachment_1835" align="alignnone" width="1028"]

Already more engaged than my teammates.[/caption]

Zoho says they plan to roll Gamescope out in a few more of their apps in the future. I’m thinking Zoho Support, SalesIQ, or even Zoho CRM in general would be good candidates, but we’ll see what they end up doing.

With that in mind, if you need help with Zoho Projects or want to know more about Gamescope, give us a call (888) 207-4111. Or, just contact us and we’ll get back to you.

Cheers,

Jeremy

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Category : Zoho Features