Need Zoho information or help due to COVID-19? Let us know.

Search results for : zoho app

Zoho Creator custom solutions for your business

Zoho Creator – Build Custom Business Solutions

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

Empower Innovation with Zoho Creator

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

Zoho Creator

Functionality and Mobility

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

Gain actionable insights with custom reporting

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

Simplify your day with automation

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

Integration is key

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

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

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

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

Connect with Us

Zoho desk keeps you connected with customers

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

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

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

Zoho Desk is your solution.

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

Zoho Desk Customer Context Tickets

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

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

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

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

2. Improve the productivity of your agents.

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

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

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

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

4. Key metrics and reports to optimize customer service.

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

5. Collaborate across departments.

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

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

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

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

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

Zoho Desk Consulting is available from ZBrains

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

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

 

Connect with Us

 

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

Zoho Sign – Paperless, Effortless, Simple

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

zoho sign

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

Zoho Sign IconFirst off, What is Zoho Sign?

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

Timing is Everything

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

Zoho Sign Screenshot

Make Sure Documents Get to the Right Person – or People

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

Integrations to Make Sending and Signing Simple

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

Security is KeyLock

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

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

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

Connect with Us

 

Business guy on hi phone looking at Zoho Cliq

Zoho Cliq – Keeping Your Team Connected

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

zoho cliq icon

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

zohocliq-banner-screenshot

Quick Chat Means No Need For Lengthy Emails

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

It’s So Much More Than Just A Chat

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

Stay Up-To-Date With Integrations and Chat Notifications

zoho cliq zendesk integration

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

Keep Your Chats Secure

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

zoho cliq mobileIt’s Mobile!

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

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

 

Connect with Us

 

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

Zoho Sprints is Here! – Agile Project Management Solution

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

Zoho Sprint Dashboard

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

1. Get a Quick Overview with the Dashboard

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

Zoho Sprints Reports2. Dive Deep with Analytics

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

3. Manage and Track Time Effectively

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

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

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

5. The Price is Right

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

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

 

Connect with Us

 

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

Zoho Reports for iPhone and Android – Finally!

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

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

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

Zoho Reports on mobile devices

Exciting Arrival: Zoho Reports on iPhone & Android!

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

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

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

2. You can collaborate with your colleagues on mobile.

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

3. Safety and security remain paramount.

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

4. Favorites make it easier than ever.

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

5. Edit and share easier than ever.

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

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

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

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

[button color="red" url="https://zbrains.acuityscheduling.com/schedule.php?appointmentType=4352316"]Schedule a Consultation[/button]

An Owl surprised at hot easy migrating to zoho is

Why Migrating to Zoho is Easier Than You Thought

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

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

How Zoho Can Help You

Easier Zoho Migration: Data, Email, and Inventory

Existing CRM Data

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

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

Email

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

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

Inventory

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

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

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

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

[button color="red" url="https://zbrains.acuityscheduling.com/schedule.php?appointmentType=4352316"]Schedule a Consultation[/button]

Guy sitting at his computer looking at Zoho integrations by Zbrains

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

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

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

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

quickbooks integration
1. Quickbooks Desktop

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

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

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

 

google drive integration

2. Google Drive

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

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

 

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

 

Connect with Us

 

Sortware as utility no longer a commodity

Zoho One Review: Shifting Software from Commodity to Utility

Information technology and developed software are growing and innovating at remarkable rates. IT jobs, in particular, are expected to grow by 20% through the year 2020; it’s no surprise that this is faster than average. So, as we look at software in particular, the question to ask ourselves is – do we consider it to be a utility, or a commodity?

What is software as a utility?

The definition of a utility is the state of being useful, profitable or beneficial. In relation to technology, software can be positioned as something that holds immense value. It is technology that provides revenue and shows a true source of ROI for businesses and brands. It is a software that can manage a plethora of business applications under one system.

What is software as a commodity?

Traditionally, software has been considered to be a commodity. As a refresher, the term “commodity” refers to a basic good used in commerce that is interchangeable with other commodities of the same type. Consider the way in which many software vendors have approached you, a decision maker. You receive hundreds of pitches per year – perhaps even per month – mostly landing in your inbox. The sales person on the other end is treating their product as a commodity, as an economic exchange.

Which would you rather – the software you select to be used as a utility, or as a commodity?Zoho one Software

When it comes to Zoho One, we know that it is shifting away from the traditional perception of software as a commodity. Zoho One is a true example of a utility – a useful, profitable and beneficial product that provides unmatched ROI for your business. Here’s why…

Zoho One is affordable.

Unlike the commodity of economic exchange – those darn cold emails that are floating in your inbox right now – Zoho One is truly affordable per user. Software is traditionally expensive, which is why the thought of it as a commodity has often been true. Instead, Zoho One starts at $45 per employee, per month.* The price point positions this software as one that lends itself remarkably well to profitability. *Pricing updated June 2021

It increases efficiency – and efficiency means additional revenue.

The beauty of Zoho One is that you can manage a multitude of business applications under one system. This means no more flipping through tabs, browsers, applications and spending far too much time logging-in, or recovering lost passwords. Saved time means increased efficiency – and increased efficiency means additional revenue. It means that your team can spend more time doing their job instead of performing administrative tasks each and every day.

It can run your entire business in one suite.

zoho one software screenIf you haven’t checked out Zoho One, now is the time – because we’re sure you’re going to love that this software can run your entire business through one suite. Seriously.

With one administrative log-in, you can work through over 35 applications, including your CRM, email newsletters, documents, inventory checks and more. Your team can send emails to your prospects, engage with your clients, and check to see which of your prospects are checking out your website. This is all through one software with a variety of applications.

It was once thought that software was a commodity exclusively, mostly because of the steep price tag that many companies have set. Instead, with the introduction of Zoho to the market, the mindset has truly shifted to that of software as a utility; a solution that generates revenue through increased efficiency, and truly proved profit and benefit.

We know you’ll love Zoho One, and we’re confident you’ll realize just how much of an impact it will have on your business. We here at ZBrains are Zoho Certified Consultants, as well as a Zoho developers with a handful of powerful Zoho integration tools. To learn more about how Zoho One can work for you, connect with us!

Connect with Us

Zoho One What and Why Business woman speaking on phone

Zoho One – What And Why

If you could manage a plethora of business applications under one software system, you would, wouldn’t you? (The answer is yes – of course you would). Instead of flipping through various tabs, opening multiple browsers, and downloading too many applications that you’ve now lost count of, the solution is to find just that – a solution. A solution that can increase your efficiency in all facets of your business practices. That solution is Zoho One.

What is Zoho One?

With an ever-expanding array of software tools available, finding the right solutions to streamline your operations can prove daunting. That’s where Zoho One comes in—a comprehensive suite of applications designed to empower businesses of all sizes. In this Zoho One review, we’ll delve deep into the world of integrated software and explore how this all-in-one solution can transform your business.

It is a truly revolutionary suite that can run your entire business – seriously. It has 40+ integrated applications that encompass 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.

A Multifaceted Solution

Zoho One boasts an impressive range of applications, catering to virtually every facet of business management. Here are some key highlights:

Zoho One includes apps like:

  1. Zoho CRM: Efficiently manage customer relationships, from lead generation to conversion and beyond.
  2. Zoho Books: Simplify your accounting processes, encompassing invoicing, expense tracking, and financial reporting.
  3. Zoho Projects: Keep your team on track through collaborative project management tools, ensuring deadlines are met and objectives are achieved.
  4. Zoho Marketing Hub: Streamline your marketing efforts with automation and analytics, enabling data-driven decisions.
  5. Zoho Analytics: Harness data’s power by transforming it into actionable insights with potent reporting and analytics tools.
  6. Zoho Desk: Deliver exceptional customer support with a unified helpdesk and multi-channel support.
  7. Zoho Creator: Customize applications to meet your unique business needs without extensive coding knowledge.
  8. And over 30+ others.  The list grows nearly every day.

This exceptional software suite can be used across all areas of your business, from sales and marketing to customer support and accounting. This means that everyone can log in, and everyone can use various applications that suit business needs to go about daily tasks.

The Power of Integration

Zoho One’s standout feature lies in its seamless integration of applications. By using Zoho One, you will no longer need to toggle between multiple software platforms or fret about data inconsistency. You can instantly utilize customer data captured in your CRM for your marketing campaigns, project management tasks, and financial reporting, creating a holistic view of your business.

Cost-Effective Scalability

Zoho One’s pricing model emerges as one of its most attractive features. Rather than paying for individual applications separately, you pay a fixed monthly fee per user. This model proves cost-effective, especially for growing businesses, as it allows you to access the entire suite of applications without breaking the bank.

User-Friendly Interface

Another aspect of Zoho One that stands out is its user-friendly interface. With a clean, intuitive design, even those with minimal technical expertise can swiftly learn to navigate the various applications. Zoho’s commitment to user experience ensures you can start using the software effectively from day one.

Customer Support and Training

Zoho Corporation places strong emphasis on customer support and training. You gain access to a wealth of resources, including webinars, documentation, and a responsive customer support team, all aimed at helping you make the most of Zoho One.

zoho one implementation

Here’s why we love Zoho One – and why you will, too.

It provides unmatched security across your business.

Zoho One gives account administrators one secure account for applications and overall control. This means that you’ll have one account to access all of your programs – such as the CRM, email, and more. Gone are the days of different login credentials for each program – which increases the potential of lost or stolen passwords.

In addition, this Zoho suite gives owners and managers complete control over business data. Only these individuals can access programs containing sensitive data, ensuring the information stays in the right hands.

Zoho won’t stop here.

45+ applications in the suite already sounds impressive – and it is. Yet, Zoho is always focused on innovation and improvement, which means that it won’t stop at 45.

The developer ecosystem ensures this application suite is enhanced regularly. This means that technology partners can truly customize applications to meet their needs. So, if an application that is customized to your business needs to be included within a certain means of framework, it also provides developers with the ability to make this happen.  That goes for everything from workflow rules in the CRM, custom functions in Zoho Books, or even an entirely new Zoho ERP app developed on Zoho Creator.

Zoho One pricing

Pricing starts at $45 per employee, per month (or $37 per employee, per month*, when paid on an annual basis). This includes all integrated business apps (everything you need), mobile and native apps, centralized administrative control, and more. *Prices updated June 2021

Consider the ROI for this solution. How much time would it take one employee to move between tabs, including logging in and waiting for each application or associated software to start? 10 minutes? 20 minutes? Now, consider your billed or internally set hourly rate. How much time can be saved by consolidating your business applications? Is this worth $45 per month? (We’ll say yes).

Zoho One Implementation

Now that you know the key features of the one Zoho suite, you’re probably asking: What does it mean to implement an entire suite of business software?  Do all the apps turn on at once?  What about permissions?  What do I do to prepare?

zoho one implementation

Taking the first steps

First of all, as soon as you know your organization is going to implement the suite of apps, I would do a quick poll and see who, if anyone, has implemented a Zoho app on their own.  This is not because you want them to spearhead the deployment process for your company!  Rather, it’s to make sure you don’t have any issues when adding all of your employees to your organization. It can be a bit of a chore to add people who are already recognized as Zoho app administrators to your org.

Has anyone gone rogue and deployed their app, be it  CRM, Campaigns, or People? If so, kindly have them switch their email from their company email to a personal email address. (Conversely, if your employee is using their Zoho app to conduct actual company business, that can make things a little more complicated. Contact us for some help!)

Getting Apps Configured

Second of all, don’t fear! Turning on Zoho One does not mean your employees can suddenly run amok and access all the different apps in Zoho; in fact, they give you great control over what your staff can and cannot do once you begin implementing the suite.  Here’s what we can tell you:

  1. Firstly, the apps you’ve already activated in your existing Zoho organization will come pre-selected when you arrive at the main implementation screen
  2. You can configure exactly which additional apps your employees can access
  3. However, even if you don’t activate certain Zoho apps during the initial configuration, you can always come back and turn the other apps on when needed
  4. Finally, your company’s settings, records, and other work stored in the a la carte Zoho apps will not be disturbed when you switch from the a la carte apps to the bundled option

Selecting the Right Licensing

Lastly – and this is more of a caveat – remember that all of your W-2 employees need to be members of your organization, per the licensing agreement.  (They say you can buy “flexible user pricing” if you don’t want to have all your employees as org members, but this is $105/user/mo.)

zoho one implementation

Having Zoho One Licensing Issues?

We’ve heard from quite a few company reps who love the idea of a software suite like this, but don’t want to have to buy licenses for all their W-2 employees – because maybe half or more of their employees don’t ever touch computers for their jobs!  This is especially common with people who use Zoho for manufacturing, or Zoho for field services and construction.

Now, we know what you’re thinking.

You may be tempted to… have employees share logins, or…

Just do not buy licenses for all your employees.

Well, please take this word of advice: Don’t go that route.

Zoho reserves the right to audit your books if you use Zoho One, and they have the right to impose penalties on you (likely monetary ones) if you don’t comply with their licensing agreement.  Instead, just contact ZBrains and we may be able to help you out.

Thank you for stopping by, as always.  If you have any questions or comments, connect with us any time, and explore some of our expert consulting options.

Connect with Us

Zoho Trial

Get a Zoho Tuneup

Crexendo

Crexendo