Search results for : zoho app

This personal assistant won’t even ask for a raise

If you’re a field service or construction business owner using Zoho CRM, dropping everything you’re doing to set appointments for your technicians or crews is a hassle – and, it’s even more bothersome when scheduling involves coordinating with someone else.  At the end of the day, you probably do set all your appointments, but all the time you spend doing so can really put a damper on daily productivity.  For most people, this is just the reality one faces when setting any kind of appointment.  But…with Zoho SmartScheduler™, you don’t have to do any of that extra work.

It’s almost like hiring a personal assistant to make appointments for you – only less finicky and definitely less talkative.  Here’s exactly what Zoho SmartScheduler™ does:

Zoho SmartScheduler™ makes setting sales appointments a breeze

Rather than sift through your roster of employees and sort them by expertise, location, availability, or any other quality that might be necessary to set an appointment or schedule a job, the Zoho SmartScheduler™ does that for you.  Search through employees by:

• Calendar availability
• Proximity to client
• Area of expertise
• Predefined territory (if different than location)
• Any other data that can be collected in your CRM

Using parameters you set, the Zoho SmartScheduler™ will then recommend possible appointment times for you or you staff.  What’s more. the SmartScheduler™ is part of the FieldTech suite of apps, so you can do even more with Zoho, from quoting to scheduling to managing your entire field service or construction operation from one software suite.

SmartScheduler™ Pricing Plans

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Note: You must use a paid version of Zoho CRM for this product to work, as it uses API calls.

Schedule Field Service or Construction Work Orders, too

The SmartScheduler job dispatch software uses a the same engine you use to set sales appointments to schedule work orders, too.  And, that goes for individual technicians or even entire crews.  Some features of the work order scheduling software:

1. Schedule techs or crews to jobs, or vice-versa, all via drag-and-drop functionality
2. Schedule equipment or inventory to accompany your crews or techs, such as trucks, surveying equipment, and more.
3. Crews and technicians can clock into/out of jobs automatically by starting their work orders.
4. Just like sales appointments, all work order scheduling activities are written back to the CRM as events.
5. Integrates with Field Service Management software, plus a host of other field service/construction apps.

Part of a whole suite of Field Service software – all integrated with Zoho

The Zoho SmartScheduler is just one component of a whole suite of apps called FieldTech.  FieldTech is built on Zoho Creator, so it can integrate with many different Zoho apps, including CRM, Desk, and the Finance suite.

The FieldTech suite, including the SmartScheduler, is designed to fit easily into the daily routines of your service staff in the form of mobile apps, and your administration in the form of handy reports.  All team members on FieldTech have mobile access, as with any other standard Zoho app.

FieldTech’s apps include scheduling, work orders, inventory management, job costing, commission calculation, and even more specific apps like manufacturing orders, RMA, and MRP.

Why choose ZBrains?

Zoho, although framed as a do-it-yourself product, can be pretty complex depending on the type of business you operate.  It’s a good idea to use a consultant or firm like us to help you get the job done while you manage your business.

But, with a plethora of other Zoho consultants available, why work with us?  We set ourselves apart from the pack as a Zoho Alliance Partner and Zoho Certified Consultancy.  That means we’re one of Zoho’s top partners, and that we develop custom add-ons for Zoho, products you won’t find anywhere else.

Developing working programs that work in tandem with or inside of Zoho requires a pretty extensive knowledge of Zoho and all its apps, so, you can be assured we know the ins and outs of all of those products as well.  The Zoho SmartScheduler™ is just one component of an assortment of add-ons that can make any B2B company leaner, meaner, and just better overall.

Some other great Zoho ERP options for businesses:

• Configure-Price-Quote tool for bundling and configuring quotes
• Commission Calculator for computing payouts instantly
• Executive Dashboards for completely customized data reports
• Document Assembly for generating complex documents that Zoho Docs can’t accommodate
• Job Costing for assessing the overall cost (and profitability) of jobs by considering all labor costs and material costs

Or, what if you need an existing system to work with Zoho?  We do that as well:

• QuickBooks Desktop
• Google Drive integration for easy file storage and tracking
• Twilio (SMS) integration for pushing messages to clients and employees

Get started today

Ready to see how the Zoho SmartScheduler could work for you and your operation?  We’re ready to show you around, in that case.  Let us know any way we can help you, from scheduling to work orders to anything else under the sun–related to Zoho, that is.  Our service gurus will be happy to help.

FAQ (Frequently Asked Questions) about Zoho SmartScheduler™

• Q: What is Zoho SmartScheduler™?
• A: Zoho SmartScheduler™ is a powerful scheduling tool for field service and construction businesses. It acts as a personal assistant, automating setting appointments for technicians or crews, optimizing resource allocation, and streamlining daily operations

• Q: How does Zoho SmartScheduler™ make appointment scheduling easier?
• A: Zoho SmartScheduler™ eliminates the manual effort of sifting through employee rosters and coordinating schedules. It intelligently searches and filters employees based on criteria such as availability, expertise, location, and predefined territories. The tool then recommends suitable appointment times, simplifying the scheduling process.

• Q: Can Zoho SmartScheduler™ handle work orders as well?
• A: Yes, Zoho SmartScheduler™ can schedule work orders alongside sales appointments. Whether it’s assigning individual technicians or entire crews to jobs, the same scheduling engine handles both. You can use drag-and-drop functionality to schedule techs or crews, include necessary equipment or inventory, and track clock-in/out times. All work order activities are seamlessly integrated with your CRM.

• Q: Is Zoho SmartScheduler™ part of a more extensive suite of apps?
• A: Yes, Zoho SmartScheduler™ is part of the FieldTech suite of apps. FieldTech, built on Zoho Creator, offers a comprehensive set of tools for field service management. Alongside SmartScheduler™, the suite includes scheduling, work orders, inventory management, job costing, commission calculation, and other specialized apps like manufacturing orders, RMA, and MRP.

• Q: Can Zoho SmartScheduler™ integrate with other Zoho apps?
• A: Absolutely! Zoho SmartScheduler™ integrates seamlessly with Zoho CRM, Desk, and the Finance suite. It also provides mobile app access, allowing service staff to stay connected and access information on the go. The FieldTech suite is designed to fit into your daily routines, providing a unified experience across Zoho’s ecosystem.

• Q: What makes ZBrains a recommended choice for Zoho SmartScheduler™?
• A: ZBrains is a Zoho Alliance Partner and Certified Consultancy, distinguishing itself as one of Zoho’s top partners. With extensive knowledge of Zoho and its apps, they offer custom add-ons and expertise that set them apart. By working with ZBrains, you benefit from their deep understanding of Zoho’s capabilities and ability to develop tailored solutions for your business needs.

• Q: Are there other Zoho ERP options available for businesses?
• A: Yes, Zoho offers a range of ERP (Enterprise Resource Planning) options to enhance business operations. Some notable options include Configure-Price-Quote (CPQ) tool for bundling and configuring quotes, Commission Calculator for instant payout computations, Executive Dashboards for customized data reports, Document Assembly for generating complex documents, and Job Costing for assessing overall job costs and profitability.

• Q: Can Zoho integrate with QuickBooks, Google Drive, or Twilio?
• A: Yes, ZBrains can help integrate Zoho with various systems. They specialize in integrating Zoho with QuickBooks Desktop for seamless financial management. They can also incorporate Zoho with Google Drive for file storage and tracking purposes. Additionally, ZBrains can enable Twilio integration for sending messages to clients and employees via SMS.

• Q: How can I get started with Zoho SmartScheduler™?
• A: To explore the capabilities of Zoho SmartScheduler™ for your business, reach out to ZBrains for a demonstration. Their service gurus will guide you through the functionalities and help you determine how Zoho SmartScheduler™ can benefit your operations. Contact them for assistance

Zoho QuickBooks Online Monthly & Annual Pricing

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* The following Standard Modules are included as options in our integrations. For other additional features see our Add-ons above or contact us for a free consultation.

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Need Historical Data Migration, Sales Tax Integration, or a Credit Card Integration for any plan?  Just ask us.

Looking for QuickBooks Desktop?  Click here instead.

Unify Business with Zoho CRM QuickBooks Integration

If you use QuickBooks Online and Zoho CRM, you might have disparate sides of your business that don’t communicate at all with each other, leaving extra work for you at the end of the day.  Don’t fall prey to this!  Instead, use the Zoho QuickBooks Online integration.

The Zoho CRM QuickBooks Online integration uses bi-directional syncing (just like the Zoho QuickBooks Desktop integration) and can be as simple or as complex as you need it to be for your business.  Sync Accounts/Customers and Invoices, or sync all those plus Sales Orders and Quotes, or sync all those plus Vendors and Purchase Orders – it’s all up to you.

Enhance Customer Relationship Management

Frequently Asked Questions about Zoho CRM QuickBooks Online Integration

1.What is Zoho CRM QuickBooks Online integration?

The Zoho CRM QuickBooks Online integration is a powerful solution that connects your customer relationship management (CRM) system with QuickBooks Online, enabling seamless synchronization of data between the two platforms. This integration allows you to streamline your operations, enhance customer relationship management, and improve financial management by eliminating manual data entry and fostering collaboration between sales and finance teams.

2.Can ZBrains assist with setting up the Zoho CRM QuickBooks Online integration?

Absolutely! At ZBrains, we have experienced consultants who specialize in setting up Zoho CRM QuickBooks Online integration. Our expert team can guide you through the setup process, tailor the integration to your specific business needs, and provide ongoing support to ensure a seamless and successful integration.

3.How can I get started with the Zoho CRM QuickBooks Online integration?

To get started with the Zoho CRM QuickBooks Online integration or if you have any questions, simply contact us. Our team will be happy to assist you, provide a consultation, and help you kickstart the integration process. Alternatively, you can sign up for a free introductory consultation to explore the possibilities of integrating Zoho CRM with QuickBooks Online.

Don’t want to set up your integration?  No problem!  Our Service and Engineering teams will do the heavy lifting for you, giving you a tour of the integration dashboard with lots of supporting documentation.

Need some help getting the Zoho and QuickBooks Online integration set up, or have any questions?  Just contact us.

Or, sign up for a free introductory consultation below!  We’ll contact you to help you get everything started.

CONTACT US

QuickBooks Online & Zoho CRM Integrations: Streamlining Business Operations for Enhanced Efficiency

Businesses in today’s fast-paced digital era are continuously looking for methods to streamline their processes and boost productivity. Integrating accounting and customer relationship management (CRM) system is an effective method that has grown in favor. Businesses may reap major benefits from merging the features of two premier platforms, QuickBooks Online, and Zoho CRM, such as faster workflows, greater data accuracy, and enhanced collaboration. In this post, we will look at the benefits and features of connecting QuickBooks Online with Zoho CRM, as well as how this integration may transform your business processes.

Getting to Know QuickBooks Online with Zoho CRM:

• QuickBooks Online is a powerful cloud-based accounting software built for small and medium-sized enterprises. It provides a comprehensive range of financial administration capabilities, including invoicing, spending monitoring, payroll management, and financial reporting.
• Zoho CRM is a comprehensive customer relationship management software that enables organizations to successfully manage and nurture their client relationships. It includes lead management, sales automation, contact management, and customer analytics capabilities.

The Integration Effect:

• Streamlined Workflows: Integrating QuickBooks Online and Zoho CRM provides for easy data flow between the two systems, removing the need for manual data entry and lowering the likelihood of errors. This link allows for the automatic synchronization of customer and financial data, ensuring that all departments have real-time, correct information.
• Sales and marketing teams can receive greater insights into client purchasing habits, payment histories, and outstanding balances by linking the CRM and accounting systems. This information enables them to make data-driven decisions, customize sales methods, and more effectively target certain consumer categories.
• Efficient Financial Management: The QuickBooks Online and Zoho CRM interface optimizes the financial management process. Zoho CRM sales orders, invoices, and payments can be seamlessly integrated with QuickBooks Online, making processes like producing invoices, tracking payments, and managing accounts receivable easier.

QuickBooks Online and Zoho CRM Integration Highlights:

• Customer and Contact Sync: Sync customer and contact information between QuickBooks Online and Zoho CRM automatically, ensuring consistent data across systems.
• Sync bills and payments from Zoho CRM to QuickBooks Online, removing the need for duplicate entries and lowering the chance of errors.
• Transfer sales orders from Zoho CRM to QuickBooks Online, facilitating order fulfillment and improving inventory management.
• Financial Reporting: Create comprehensive financial reports by combining data from both systems, giving you a complete picture of your company’s financial health.

A QuickBooks Integration for Zoho CRM

Ever since Zoho deprecated their own QuickBooks integration for Zoho CRM, business owners looking to integrate the two programs have had a little difficulty finding a solution that works properly and is cost-effective.  The QuickBooks integration from ZBrains combines the two with a bi-directional sync, utilizing the QuickBooks Web Connector.  It isn’t a Zoho Invoice QuickBooks integration; we think it’s even better, as it connects your QuickBooks directly to your CRM.

Rather than a Zoho Invoice QuickBooks integration, we provide a plugin for QuickBooks that connects the program directly to Zoho.  This comes complete with custom data mapping, so everything you want synchronized goes to the right place in each system.  This eliminates the usual need for double entry, and in so doing can eliminate data entry errors.  This leads to time savings every single day, which ultimately equals more money back in your pocket via increased productivity.

See how it works in this video:

Is a Zoho Invoice QuickBooks integration possible?

Good question.  It’s possible by way of integrating with Zoho Books, which uses the same data table as Zoho Invoice.  Connecting to Books means you should be able to sync data between QuickBooks and Zoho Invoice.  And, you get the very same data flow by connecting to Zoho Books that you’d be able to get in Zoho Invoice.  Or in Zoho CRM, for that matter.

Possible data flows:

• Accounts & Contacts: Bi-directional
• Products & Items: Bi-directional
• Invoices: Bi-directional

Syncing through Books means you can also sync extra modules like Estimates, Purchase Orders, and Vendors.  Regardless, you can also sync other objects like Jobs/Deals, Classes, Sales Tax, and individual payments.  Let us know if you have special syncing needs like these.

How the Zoho QuickBooks integration works:

• We employ a bi-directional data sync, which data can go from QuickBooks to Zoho or from Zoho to QuickBooks.
• The sync can update Accounts, Customers, Products, Invoices, Quotes, Sales Orders, Vendors, and Purchase Orders between QuickBooks and Zoho CRM, but, you can choose to have the plugin sync less data if you don’t need all of it synced.  (Click here for full pricing structure.)
• The plugin works through the QuickBooks web connector and also uses web hooks.
• ZBrains handles all installation and service

With the integration, you get:

• A team of experts – Our team of Zoho consultants are here to guide you through the installation process, ensure everything works exactly how it’s supposed to, and offer as much service as you need throughout the life of the integration.
• Custom workflow – We’ll make the integration do exactly what you want it to do, and nothing you don’t.  For example, you can choose to have the integration sync only active products as opposed to all products.
• Custom mapping – Rather than use predefined data fields and invoice numbers, you may substitute your own custom fields, invoice numbers, and other variables as you see fit.
• Record batching – To minimize API calls (and thus waiting time) we batch records 200 at a time for scheduled sync activities.
• Data back-filling – We can also migrate older legacy data to your QuickBooks as you see fit – just let us know at the onset of installation.
• US-based customer support – Rather than outsource our support, we keep everything in-house, so you’ll know you’re always talking to a ZBrains Zoho consultant.

Better than a Zoho Invoice QuickBooks integration, this integration can be modified and customized to your exact specifications because we developed it right here.

Get started today with QuickBooks Zoho integration

Integrating QuickBooks Online and Zoho CRM combines the power of accounting and customer relationship management, changing business operations. This interface improves efficiency, accuracy, and collaboration by reducing manual data entry, optimizing workflows, and offering a comprehensive view of client interactions and financial health. Accept the potential of QuickBooks Online and Zoho CRM integration to alter your business procedures and create new prospects for growth.

Give us a call at (888) 207-4111 to get a free introductory consultation on the QuickBooks integration.  Or contact us anytime to get started.

Start Your QuickBooks Desktop Integration

Ever since Zoho phased out their own QuickBooks Desktop integration, businesses have been sleuthing away for a solution to the lack of connectivity between the two business management programs.  And, while many solutions have arisen from the rubble, there seems to be a dearth of good solutions that link the desktop version of QuickBooks API with Zoho CRM.

Close, but not quite

There are many solutions that connect QuickBooks API with Zoho available, to be sure.  But, they usually either miss key features or take you on a circuitous route through something that should be relatively straightforward.

• Zapier can connect QuickBooks to Zoho CRM, sure.  But, doing so requires a third party (Zapier) that’s likely neither very familiar with Zoho nor QuickBooks.  So, who do you turn to when you run into trouble?

• Method CRM can integrate with QuickBooks, but, that necessarily requires you move away from Zoho CRM.  And, while Method CRM is simple and sleek, it doesn’t contain any of the marketing campaign tools that make the Zoho suite of apps such an intuitive choice for so many businesses.

As if it wasn’t bad enough to go through a third party or lose key CRM features, some solutions only cater to QuickBooks Online users, leaving Desktop users in the dust.

A Zoho QuickBooks integration that works

We’ve spent years perfecting our integration to QuickBooks, so, when you do business with us, we’re prepared to offer you a QuickBooks API with Zoho that functions exactly the way it’s supposed to.  Our integration uses the QuickBooks web connector and web hooks to synchronize data from modules you choose and performs these functions:

• Creates and updates customers, products, orders, invoices, sales orders, and purchase orders between Zoho and QuickBooks
• Synchronizes data both ways (bi-directional sync) so data remains constant across both platforms
• Reduces time you or your staff have to spend re-entering data into either program

Can we help you integrate the QuickBooks API with Zoho CRM?

The answer to that question is yes, of course.  All our support is completely based in the USA and comes with the purchase of an integration of QuickBooks API with Zoho.  And, as well:

1. Our team of experts will see your installation through from start to finish, ensuring your QuickBooks API with Zoho works exactly how it should, and ensuring you don’t have any trouble later.  We can set up a consulting session with you to get your field mapping correct.  We’ll also train you so you know exactly how to use the sync tool.
2. If you need a customized sync, such as only active products, don’t worry about it – we can configure that for you as well.  We can assist with any specialized workflow you need created.
3. If you’re like most businesses, you need your data quickly – so, we engineered our integration of QuickBooks with Zoho to batch records 200 at a time in order to minimize API calls.
4. And, if you’re like most businesses, you probably also have custom fields in your Zoho CRM.  We can help you map those fields as well – just let us know!

Get started today with the QuickBooks API with Zoho CRM

Schedule an appointment today and get your QuickBooks working with your Zoho CRM like you always imagined it could – because it can!  Submit your info here and we’ll be in touch with you shortly.  While you’re waiting, you can read up on our QuickBooks integration extensions in the Zoho Marketplace.

Zoho Document Assembly

When you like your documents a little more…complex

We all know about Zoho Docs, of course.  Zoho Docs is Zoho’s document organization arm; it classifies and categorizes your various documents, creates spreadsheets out of existing data, gives an easy conduit for sharing, and, gives you the controls you need to set various permissions.

But, there are some things Zoho Docs simply can’t do – and, for this, we’ve developed Zoho Document Assembly.  Zoho Document Assembly differs from Zoho Docs considerably in a few ways.

How It Works

Zoho Document Assembly is designed for you to feed it information from any source: a spreadsheet, a database, a word document, or another format.  It then parses through that information, extracting data and applying it to customized templates designed specifically for your business.

Special Features of Zoho Document Assembly

• Creates amortization schedules

  • Loan repayment documents are filled with many figures and numbers that Zoho Docs simply isn’t equipped to handle itself.  Zoho Document Assembly can assemble loan amortization schedules for you based on simple data you provide, like the principal amount and interest rate.

• Creates other complex documents

  • You can assemble custom documents with Zoho Document Assembly by providing a few pieces of information from anywhere; the easy-to-use interface will parse through the information you input and guide you through the document assembly process.

• Integrates with Microsoft Word

  • When you’re all done with your document and want to put some finishing touches on it, export it as a PDF, print it, or make other basic changes, Zoho Document Assembly integrates with Microsoft Word.  This gives you the full functionality of Microsoft Word with your newly assembled document.

• Offers a variety of storage options

  • You can download your documents immediately, save them in your email signature, attach them to an email, or save them directly to Zoho CRM.

• Automates your document creation process

  • With this custom Zoho add-on, your document creation process can be as simple or complex as it needs to be – or, you can even automate it entirely.  The system lets you choose any number of templates to merge into one document – and, if you don’t want to bog down your sales team members with the same task many different times a day, you can program the document assembly engine simply to perform a given task – for example, attaching a repayment schedule to an email template – and be done.

Why use Zoho Document Assembly rather than just Zoho Docs?

Only this custom add-on gives you the ability to create custom, complex documents with just a few clicks.  Microsoft Word integration gives you the power to use your documents however you see fit, and, a Zoho CRM integration lets you disseminate your documents easily.

Make your documents as robust as you need them to be.  Get started today!

Have any questions about our Zoho add-on?  We’d love to give you a tour of Zoho Document Assembly that’s tailored to your exact business.  Give us a call at (888) 207-4111, or, use this contact form to get in touch and we’ll give you a call back about Zoho Document Assembly or any Zoho CRM consulting need.

Drive Your Sales Team’s Success with Zoho Motivator

Note: As of February 2020, Zoho has deprecated Zoho Motivator.  Rather than keep the special KPIs and charts separate from the CRM, Zoho Corporation has moved these items into the CRM.  In addition to making these features more accessible, this move has improved the general user experience of Zoho CRM.  Please read on for our write-up on Zoho Motivator, but bear in mind these features are either available or in development for Zoho CRM.

Zoho‘s Motivator app for Zoho CRM is designed to make your sales team work even harder for you – and, as the name suggests, really want to do it.  Just how does that work?  Well, it’s simple…

What Zoho Motivator Does

Zoho Motivator turns an ordinary day doing sales behind a desk into a game.  And, the thing about playing games is they’re much more fun than doing work.  What about playing games that contribute to getting work done?  It may sound too good to be true – but, it isn’t!

Zoho Motivator compiles statistics about your team’s performance and pits individual team members against each other in friendly competition.  You can leave your team members to try besting one another.  Or, you could up the ante by providing a prize to the sales winner, complete with a countdown to victory.

As for access, you can give your sales team access to Zoho Motivator, sure.  But, for a true big game environment, you can project Zoho Motivator onto your central office TV monitor(s).  Your sales team – and, soon, your expectations – will completely transform.

How Zoho Motivator Works to Boost Sales

It can be a little tough to grasp how such a simple concept as gamification can have such a drastic effect on your sales team.  Here are some ways the motivational app can contribute to your team’s success:

• Having fun makes it easier to make sales.  When you’re not having a good time at work, it affects how you deal with your clients and prospects, whether you’re in a meeting or simply talking on the phone.  Conversely, doing better at work is as simple as having a good time; the people you communicate with will be able to tell you’re in a good mood. And, as you know, that often translates into warmer receptions and more sales.

• Access to stats means you can pinpoint and replicate successes.  Without knowing when your team’s best calls or meetings are, and who your respective team members’ best clients are for their unique personalities and other particulars, it’s difficult to achieve any degree of success consistently.  With that in mind, Zoho Motivator comes equipped with a variety of sales dashboards that show success rates by geographical region, by time, and by other factors that you can customize to best take advantage of your pool of talent.

• Competition encourages growth – and, so collaborates.  Letting your team members see each other’s successes through Zoho Motivator is a wonderful way to encourage competition.  But, it also fosters a collaborative spirit if your sales goals are team-oriented.  Having access to statistics means your team leaders know which of their team members are doing the best and which members need the most help.

• Seeing statistics improves overall morale and makes your team work even harder.  Adding onto the previous note, giving your team access to their statistics as well as those of their peers can give them a sense of pride.  And, it can encourage them to work even harder to match their peers.

How does Zoho Motivator make you more money?

Increased sales aside, what exactly does the Zoho sales gamification app do to put more money in your pocket?

Every business has questions like, Why did this deal close faster than that deal?, or, How can we shorten our sales cycle even further for maximum output?  Motivator gives you the tools to answer those very questions.

Sales Dashboards show all your KPIs on one screen

You can choose between a selection of KPIs like several calls, deals closed, meetings, and other indicators you choose on your own.  Having these numbers at your fingertips allows you to more accurately assess your team’s performance.  And, in turn, it lets you create strategies to improve sales numbers even more.

Furthermore, if you get bogged down by seeing too many numbers at once, you can customize your KPI dashboard to show only the numbers you want to see.  You can also hide the ones you don’t want on a different dashboard for later use.

Your dashboards can not only display figures but analyze them for you

As is often harped on this website, saving time gives you more money in the long run.  And, when it comes to analyzing and reporting sales numbers, this certainly holds.  The Motivator app’s dashboards cut down the time you might spend crunching numbers and analyzing data by giving you real, meaningful stats.  For example:

• Trend charts gather historical sales data, making it easy to pinpoint monthly anomalies.  In turn, you can set sales benchmarks using this data.

• Individual breakdown charts.  Giving employees due feedback is a great way to let them know you value their work and that you’ve noticed their contributions.  And, of course, it gives them the tools they need to improve their work.

• Pipeline velocity charts show how quickly deals move through your pipeline en route to closing by breaking down your sales cycle by stage and showing trends for each of those stages.  These sorts of calculations are specific to Zoho Motivator and can’t be done by scouring Zoho CRM or QuickBooks.  As with many Zoho features, this one can be customized to your liking as well.

Encourage the sales behavior you want

Turn your own organization-level goals into sales goals by breaking them down into personalized chunks.  Zoho Motivator can help by creating a daily target phone call goal for your team, as well as many other customized, trackable goals.  You can assign these goals to individual salespeople, teams, or your entire organization.

On the back end, you can track the progress of your salespeople as necessary.  Zoho Motivator gives up-to-the-minute reports without disrupting anything.  This, in turn, gives you a clear picture of anything happening on the sales floor at any given time.

Zoho Motivator is perfect for sales contests!

Almost nothing beats the thrill of a high-stakes sales contest…  So, why not foster that kind of environment at your office and see how it puts a spring in everyone’s step?  You can use Zoho Motivator to create contests derived from your sales goals in just a few clicks.

Use contests as a way to build teams

When there’s something real to be gained, especially an actual prize, your salespeople will band together if you put them on teams.  You can use this as a way to strengthen your team members by placing them on teams with sales veterans.  When their success depends on the success of others, you can be sure they’ll jump in to help your less experienced team members.

Tie rewards to goals – and, let the whole team (or office) know it when they win

Use Motivator to let your teams know what they can win depending on their degrees of success.  The app will send an email to the winning team (or person) once they’ve achieved their goal.  If you project the Motivator app onto your office TV monitor, you can let the entire office know at once.

Zoho MoTVator

Create custom channels consisting of dashboards filled with KPIs, individual team member statistics, and a leaderboard so teams can track their distance to their rewards.  Adding variety to your screens makes your Zoho Motivator channel look more like a company-wide TV program!

You can also use your TV screen to broadcast big announcements, like an additional prize for reaching a particular goal more quickly.  Or, you could congratulate a team member for reaching a goal more quickly than anticipated.

Are you feeling (Zoho) Motivated?

Zoho Motivator is deceptively simple!  It simply takes numbers from your sales records and broadcasts them, compiling statistics that aren’t accessible simply from Zoho CRM.  But, the power it can bring to a sales team is practically boundless.  This is especially the case when your team just needs a little kick in the pants to be great.

We’d love to talk to you more about Zoho Motivator

Call us at (888) 207-4111 or use this form to contact us and we’ll answer any questions you have about the app, as well as any other Zoho CRM consulting or CRM training questions.  Happy selling!