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Zoho ShowTime is a virtual training solution made for the digital age to bring presentations online

Zoho Showtime: Virtual Training for the Digital Age

Published on: December 15, 2017Category: Certified Zoho Consultants, Zoho ShowTimeLast Updated: June 14, 2023 Comments: 0

Passing knowledge from one party to another can encompass a wide range of emotions, from the banal to the bang-up. But often – especially as collective attention spans dwindle to an average of 8 seconds – these tend towards the first option, and this makes it difficult to get anything worthwhile done during a presentation at all. Zoho knows about these struggles, and they’ve come up with a handy way of not only delivering engaging presentation content to your audience, but letting you know exactly how to improve so you never miss a beat again. Zoho ShowTime is a virtual training solution made for the digital age.

Here’s how Zoho ShowTime will change the way you present!

showtime scheduling screenshotReach Out to Anyone, Anywhere

Whether you are an educator, trainer, or presenter, planning training sessions and presentations of any kind can be strenuous, especially so if you have attendees from different corners of the globe. Last-minute travel and meeting space arrangements can be costly and ultimately unproductive. However, with Zoho ShowTime you can include everyone you need present through both audio and video conferencing. You can bring your presentation to the fingertips of your attendees through their personal computers or their mobile devices, making it easy to engage them wherever they – and you – are.

Standardize Training

If you have a large audience or many team members working remotely, it can be difficult to get everyone in the same room for a training session. Zoho ShowTime solves this problem! Whether it be for large groups or face-to-face sessions, ShowTime allows you to get everyone on board and give the same attention and information to your entire audience, ensuring you don’t have any knowledge gaps from one attendee to the next.

Customize For Your Needs

ShowTime simplifies the scheduling and registration process, allowing you to invite all trainees virtually and making it much easier for those who aren’t present physically. Zoho ShowTime allows you to customize and name your sessions as needed, as well as gain valuable insight on your attendees with specialized registration forms. You can further customize your experience by using the ShowTime plug-in for PowerPoint, which allows for creating entire presentations outside the standard ShowTime platform.

showtime active engagement pollsInteractive Training Environment

Worried about losing your attendees’ attention during your session? ShowTime’s interactive environment makes everything much more interesting for your audience. Presentation attendees can virtually “like” slides within a presentation, use the in-app chat, or respond to you directly with a virtual Q&A. You can also create live audience polls with multiple choice questions, ratings, and text-box responses. With screen sharing, attendees can review prior slides to clarify ideas, make connections, and enhance their learning.

Content Library and Knowledge Base

Once your presentation is over, it can be difficult to recall what you learned afterward. To remedy this, you can save presentations to the ShowTime course library or knowledge base for future use, along with any polls you administered – or, you can make past content available on your personal profile. Shareable links make it easy to pass content around on social media, so you can use it to further relationships with new clients who may be interested in your work!

Analytics and Feedbackshow time analytics dashoboard

And for the grand finale, analytics on engagement! ShowTime will track any session details to give you more insight into where you did, or did not, connect with your audience. Detailed analytics and reports are based on poll and chat engagement, likes, and ratings. Analytics and feedback will help you gauge the effectiveness of your training efforts to help you to improve future sessions!

There is a free version of Zoho Showtime available, with paid plans starting at $7 per user per month. Interested in learning in learning more? We are Zoho certified consultants here to help. Give us a call at (888) 207-4111 or click the button below to have us call you!

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Prepare You Business for the New Year 2018 Office party

Zoho Success Guide: 10 Tips for New Year Business Preparation

Published on: December 13, 2017Category: Certified Zoho ConsultantsLast Updated: September 21, 2023 Comments: 0

As 2018 looms just ahead, the activity du jour in our personal lives is the new year’s resolution.  These resolutions usually come without much thought, and fittingly they rarely come to fruition.  However, as a business owner you think about a good deal more than simple resolutions: your needs are complex, and they depend upon the activities – and indeed, the needs – of other people and things in your organization.  So, your resolutions require the planning necessary to take all those things into account.  

Organizing the needs of your entire business can seem like a daunting task, but we’ve put the best 10 points together to get you started off on the right foot, and to make sure your new year’s resolution for your company is backed by solid processes and reasoning, a resolution you can truly keep.

Here are 10 Tips for Preparing Your Business for the New Year!

Gears1. Review Your Year

First and Foremost, take a look at your company as a whole. No matter what type of business you have, taking a look at your business performance and infrastructure is vital to creating a strategy for the new year. From sales metrics to manufacturing costs, it’s important to know where you’ve been to determine where you are going. Reviewing your year will help you create a secure infrastructure and better understand your company’s growth, scalability, and potential weaknesses.  This could mean surveying different department heads, or reviewing past performance reports in your CRM to gauge where you might be headed in 2018.

2. Review Customer Experience

Don’t be afraid to reach out to your customers and survey them about their experience with your company. It will help you determine if there are any shortcomings when it comes to customer happiness and help improve these for the coming year. This is also a great time to ask for testimonials from your happy customers, and perhaps sending out an accompanying survey from which to gather more actionable data. Featuring testimonials on your website can improve your opportunities with future customers as it instills trust, in fact, 85% of consumer trust online reviews as much as they would a recommendation from someone they know.

zoho docs3. Get Informed!

Take time to do your research on new trends for the year. Whether it be marketing or consumer trends, it’s important to stay informed and ensure that your business’ goals are in line with the rest of the market. It’s also important to do research on any new laws taking effect, and how those may affect your business. For example, in California, we have few new laws and changes regarding leave of absence, hiring practices, and workplace safety and workers’ comp. You can learn more about those laws here.

4. Start with a Clean Slate and Organize

Is your desk, or desktop, cluttered? Or maybe your emails and calendars have just gotten out of control. It’s important that you start the New Year with a clean slate. Take some time to declutter and organize! Start the New Year fresh and put your mind at ease with a clutter-free workspace, a clean calendar, and without 999+ unread emails.

5. Set Goals and Business ResolutionsZoho Campaigns

We normally set personal New Year’s resolutions, but why not set business resolutions as well? With the information and data you’ve gathered from your company review, your customers, and trends, you’re perfectly within your ability to set goals for yourself and your team. Make sure your team is aware of the importance of your business resolutions, how these will affect their day-to-day work, and how these fit in with (or change) the overall vision or goal of your organization.

6. Speak with your Team

It’s important to stay in touch with your team’s needs and processes. That way you can be sure that they have allotted the right tools and resources to complete their jobs efficiently. Be sure to take note of any bottlenecks and how those can be resolved. Your team may have great insights about working out inefficiencies in the day-to-day processes that they are a part of!

7. Refresh your Skills and Those of Your Team – Training

The New Year is a great time to refresh skills! Just as systems and applications used day to day may have several updates throughout the year, it is important that your team also receives updates so no one falls behind and everyone is on the same page. Hold training sessions for your team to ensure that everyone has a clear understanding of your processes and systems. Here at ZBrains we offer Zoho CRM training – even for our own staff, on a set basis!

zoho projects8. Evaluate your Finances

Take the time to compile financial reports from the past year. Review your growth and revenue to evaluate your company’s spending versus your company needs. This will help you to plan where your company can spend more for maximum benefit, and where you can cut costs and negotiate pricing. As well, make sure your payroll and accounting softwares are up-to-date to ensure those systems are running efficiently in the new year.

9. Marketing Optimization

Marketing trends change quickly, and it is important to start the year off with a fresh marketing plan and revamp your image. Create a content calendar for the year highlighting campaigns, important holidays, and events. Overhaul your social media accounts with new branded imagery and messaging in line with your new business resolutions. Looking back on the performance of the past year can help you shape your lean, mean, marketing machine.

10. Optimize Your Businesszoho smart scheduler

After reviewing the steps above it’s important to ask yourself a few questions. How can you improve? Are you using any outdated systems which seem to be slowing your team down? Is your CRM able to integrate with your daily apps, even on the go? Now is the time to implement changes and ensure your business is using the proper software and applications to run efficiently! Leave your outdated systems in the past and make the changes to enable your team in the new year. We here at ZBrains are Zoho Certified Consultants here to help you with Zoho implementations, integrations, or custom add-ons like our Commission Calculator or SmartScheduler.

Interested in learning more? Reach out to a member of our team! Give us a call at (888) 207-4111 or click the link below and we will call you! You can also check out a few of our past blogs listed below for more ways Zoho can optimize your potential!

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Don’t Waste Your CRM Implementation – How to Adapt Your Business and Your Team

Zoho One – A Unified Solution for your Business with 35+ Applications

Zoho Campaigns – The Power of Zho Campaigns and CRM Integration

Zoho Desk – Keep the Customer First with this Context-Aware Help Desk Solution

Zoho Sprints – Agile Project Management Software

Sales to Social – How to Optimize the Customer Experience with Zoho

Zoho Social adapted for digital agencies calendar

Zoho Social’s latest adaptation is a game-changer for digital agencies! Elevate your social media today

Published on: December 8, 2017Category: UncategorizedLast Updated: November 13, 2023 Comments: 0

To say social media has evolved dramatically since its inception would be quite an understatement.  Indeed, social networks have transformed from something secondary into something intricately interwoven into the fabric of society – and, to some, something integral to how they do business.  Digital advertising agencies, for example, work very closely with the social media presence of all sorts of companies – and, whereas Zoho’s answer to this business model would have been to implement Zoho Social for each managed brand, this isn’t such a scalable idea.  So, to remedy this, Zoho has released a new version of the Social app built especially for digital agencies to work even better with their clients.  It’s the same Zoho Social you know and love, but with a few more bells and whistles to make life much easier.

Here’s exactly how Zoho Social has adapted for Digital Agencies!

Zoho social brands screenshotManage all from one.

No more logging in and out of different accounts and platforms. Now your Digital Agency can manage all clients and brands from one place! Manage your clients and your team from the Zoho Social platform. Monitor their activity and reporting with real-time updates and analytics. Manage and schedule their posts using Social’s intuitive publishing calendar, ensuring that your clients’ content pipeline is always running smoothly.

Your Agency, Your Brand.Zoho social brand customization

As a digital agency, you know how important it is for your branding to always be at the forefront. Make sure you stay at the top of your clients’ minds with custom agency branding. Customize your name, logo, and favicon from right within Zoho Social. Reinforce your brand identity with your clients by sending them custom branded emails. You can even brand all reports you generate in Social when sending them out to clients.  

Collaborate with your team and your clients with Zoho Social.

Make sure your team is always in the loop! Zoho Social for digital agencies now makes collaborating with your team even easier. Share ideas and start discussions with @mentions and invite your clients to the decision making process by @tagging them. As an agency, you also have the ability to specify roles for your team members and assign them to clients! With designated and organized roles, your client relationships will be better than ever.

zoho social integration with facebook lead adsFacebook leads integrate to your CRM!

This new feature is one that we are most excited about! If you are using Zoho CRM, you can now integrate leads from Facebook campaigns! Running a campaign or lead ads for your clients? Well, now you can save yourself time! You no longer have to manually download leads from Facebook – instead, they will push directly into your CRM. This new integration also allows you to more closely monitor the performance of your campaigns in real time!

Pricing for Zoho Social Agencies starts at $320/month for 5 users and 10 brands*. And other agency pricing is available by request. *Pricing updated June 2021

Interested in learning more? Contact a member of our team! We are Zoho Certified Consultants here to help. Give us a call at (888) 207-4111 or click the button below and we will call you!

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5 way to increase field technician scheduling efficiency

Zoho SmartScheduler: 5 Tips to Boost Your Scheduling Efficiency

Published on: December 6, 2017Category: Certified Zoho Consultants, SmartScheduler, Zoho CRMLast Updated: June 14, 2023 Comments: 0

It’s often said the current generation is one of instant gratification.  Credit card purchases and same-day deliveries are a testament to this – but, the same can even be said of field services and installations.  Elements of the job that used to require picking up a phone, paper calendars, and a physical survey of your team now happen in an instant with email, cloud-based calendars, and automated everything else due to the advent of the internet in general.  For an industry that is expected to grow to $4.45 billion by 2022 (at a 16.5% compound annual growth rate), it means that quick service and an enhanced customer experience are key – and, thankfully, it’s never been easier to do it and benefit from it. Optimizing your scheduling process and making your business more efficient will put you ahead of the game. 

Here are 5 ways you can increase efficiency with scheduling.

1. Find a scheduling tool that integrates.scheduling calendar

A scheduling tool that can integrate with your employees’ calendars is important because it helps to ensure that none of your technicians will miss their appointments. If it integrates with your CRM, then it is even better! Your employees will be able to access customer information necessary for their appointments with the click of a button.

2. Google Maps and Drive Time Calculation.

Having to plan out routes for your employees while scheduling can be time-consuming. Let SmartScheduler be your dispatcher and calculate it for you, providing drive time calculation and optimal routes! Also, save your accounting department the hassle of working through mileage payouts by automatically tracking actual miles traveled through drive time calculation and google maps integration.

3.Your customers can schedule themselves.

Streamline your efficiency and your bottom line. Giving your customer the opportunity to book appointments on their own time is a huge benefit: they don’t have wait to call in during office hours, speak with an agent, and go back and forth looking for a time that works. Instead, they can just search for times that work for them! This also leaves your staff open to do other tasks, and takes the stress away from waiting by the phone.

4. The scheduling process is automated.

The best way to increase efficiency when it comes to scheduling is to automate it! We know that dropping numerous tasks at hand to set appointments for your employees or yourself can be a hassle, especially when you have to take multiple factors into consideration, like expertise or territory. In fact, California-based company Energy Datametrics found that their productivity increased by 15% after they started using scheduling software.

zoho smart scheduler5. Find an App that can do it all!

Our SmartScheduler can! The SmartScheduler help you, well…schedule smarter! It integrates with Zoho CRM and we’ve just added new features to allow your customers to schedule online. We are always keeping our SmartScheduler app up-to-date and we can scale it to your particular needs. Optimize your potential and become more efficient with our SmartScheduler! Check out our recent webinar for a more in-depth look at how the SmartScheduler works.

Interested in learning more about Zoho or our SmartScheduler? Or reach out to a member of our team! Our Zoho Certified Consultants are here help! Give us a call at (888) 207-4111, or click the button below and we will call you!

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zoho notebook

New Feature Alert: Zoho Notebook Can Do Much More

Published on: December 1, 2017Category: Certified Zoho Consultants, Zoho CRM, Zoho NotebookLast Updated: July 1, 2024 Comments: 0

Zoho Notebook Review: New Feature Alert – Get Organized!

Zoho seems to be the king of expanding already complex applications into tools you can use to run entire departments of businesses – but, as it turns out, they’re also pretty adept at taking smaller, simpler tools and making those better, too. Take Zoho Notebook, for example: Zoho’s answer to apps like Evernote takes the simple act of taking notes on the fly – something most of us really benefit from doing – and combines it with some great features you may not even know you needed – or, wonder how you ever went without them before.

What is Zoho Notebook?

Zoho Notebook is a (free!) note taking application available across several devices. It allows users to easily take notes which are synced to the cloud so they are always up to date. You can create text notes and checklists, flesh out ideas with a dedicated notecard, and even record audio to go with your notes. You can organize your cards into different notebooks with customized titles and covers to keep yourself organized. Share your notes with others over SMS, email, iMessage, and AirDrop, or keep them private with passcodes. This free note taking app simplifies the note taking process and has been made even better with its recent updates!

Zoho Notebook Screenshot

What are the New Features?

smart-card-iPadIntelligent Formatting

Worried that your notes will become distorted or lost when switching between devices? Well, worry no more! With Zoho’s new Smart Cards, the content of your notes is formatted intelligently into simple and clean notecards. Saving a link to an article or webpage? Zoho Notebook will put the headline and main image at the forefront, instead of just a long link. It also makes saving video links to your notes easy: when you save a link from Youtube or Vimeo, Notebook will show a video preview on the card and play it in a distraction-free area when opened. You can now even scan documents to Notebook! With text, audio, sketch, and recipe cards, Notebook’s smart cards take note-taking to the next level!

Notebook for Webclip-the-web-notebook

Zoho Notebook originally began as a mobile app but has now expanded into a true online repository! Notebook for web syncs seamlessly from your mobile devices to your desktop. Want to take notes while browsing the web? You can now use extensions which are available for Chrome, Safari, and Firefox to simply drag and drop content and cards across apps. You can save articles (without ads) using Clean view, and clip text and images to save to cards. Protect some of your notes, or extend protection to all of them, using passcodes to ensure your privacy. The simplicity of Notebook will help you stay organized with ease.

mac notebook

Notebook for Mac and iOS 11 Support

You can now do more with Notebook for Mac! Zoho has optimized the experience for Mac users by expanding the drag-and-drop features. Need to save a checklist to your iOS reminders? Well, you can! Zoho has also added support for the drag and drop feature to the iPad Pro, allowing you to multitask and easily manage your notes from even more devices. Other improvements include the ability to unlock your notes using FaceID or Touch ID (depending on the device), making security even better.

Interested in learning more about Zoho Notebook or Zoho in general? Contact a member of our team today! At ZBrains, we provide tailor-made Zoho solutions for your business. Give us a call at (888) 207-4111. R click the link below and we will call you!

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Zoho Creator custom solutions for your business

Zoho Creator – Build Custom Business Solutions

Published on: November 22, 2017Category: Certified Zoho Consultants, Zoho CreatorLast Updated: July 20, 2023 Comments: 0

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

Empower Innovation with Zoho Creator

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

Zoho Creator

Functionality and Mobility

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

Gain actionable insights with custom reporting

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

Simplify your day with automation

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

Integration is key

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

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

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

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

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Zoho desk keeps you connected with customers

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

Published on: November 17, 2017Category: Certified Zoho Consultants, Zoho Desk, Zoho FeaturesLast Updated: April 10, 2023 Comments: 0

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

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

Zoho Desk is your solution.

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

Zoho Desk Customer Context Tickets

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

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

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

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

2. Improve the productivity of your agents.

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

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

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

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

4. Key metrics and reports to optimize customer service.

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

5. Collaborate across departments.

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

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

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

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

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

Zoho Desk Consulting is available from ZBrains

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

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

 

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

Zoho Sign – Paperless, Effortless, Simple

Published on: November 14, 2017Category: Certified Zoho Consultants, Zoho CRM, Zoho SignLast Updated: April 17, 2023 Comments: 0

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

zoho sign

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

Zoho Sign IconFirst off, What is Zoho Sign?

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

Timing is Everything

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

Zoho Sign Screenshot

Make Sure Documents Get to the Right Person – or People

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

Integrations to Make Sending and Signing Simple

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

Security is KeyLock

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

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

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

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Business guy on hi phone looking at Zoho Cliq

Zoho Cliq – Keeping Your Team Connected

Published on: November 7, 2017Category: Certified Zoho Consultants, Zoho CliqLast Updated: March 16, 2023 Comments: 0

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

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

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Quick Chat Means No Need For Lengthy Emails

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

It’s So Much More Than Just A Chat

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

Stay Up-To-Date With Integrations and Chat Notifications

zoho cliq zendesk integration

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

Keep Your Chats Secure

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

zoho cliq mobileIt’s Mobile!

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

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

 

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

Zoho Sprints is Here! – Agile Project Management Solution

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

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

Zoho Sprint Dashboard

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

1. Get a Quick Overview with the Dashboard

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

Zoho Sprints Reports2. Dive Deep with Analytics

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

3. Manage and Track Time Effectively

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

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

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

5. The Price is Right

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

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

 

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