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Zoho Agile Project Management: Using Zoho Sprints

Any project management solution comes with pros and cons. But if your company has committed to agile project management workflows, Zoho Sprints is worth serious consideration.

Not sure what agile project management is or how it works? In this guide, we’ll take a closer look at Zoho agile project management practices, including a breakdown of the difference between Zoho Projects and Zoho Sprints for agile shops. 

What is Agile Project Management?

According to the Project Management Institute (PMI), agile practices “aim for early, measurable ROI through defined, iterative delivery of product increments. They feature continuous involvement of the customer throughout the product development cycle. Although agile has its roots in software and IT, agile adoption is growing and expanding in a wide range of industries.”

Agile project management involves breaking projects into individual tasks that are delivered on a periodic basis. This approach also allows for a more iterative, responsive way of working that enables stakeholders to incorporate relevant feedback as the project develops. 

“Scrum” is one particular agile project management technique that divides complicated projects into smaller, simpler units. At the end of each iteration (known as a “sprint”), the team reports on its progress and gathers feedback. Once this data is received and analyzed, another sprint begins, based on the customer feedback. 

How Zoho Sprints Agile Project Management Works

Zoho Sprints is Zoho’s first-ever agile project management software. Developed using scrum methodology, Sprints enables businesses to plan, execute, and deliver complicated projects by segmenting them across various modules. 

With Sprints, you can set up backlogs for your projects, divide these backlogs into scheduled sprints, and work on them in an iterative, collaborative way. 

Implementing Zoho Sprints is relatively simple. First, create your project, and use Zoho’s prompts to add users and manage your project’s settings. 

Once your project is set up, you’ll be able to create individual work items and sprints. 

From here, you can drag and drop work items from your backlog into your sprints, assign tasks to relevant users, and kick off your individual sprints.

Once your sprints start, you’ll be able to access fully customizable scrum boards, which let you visualize your tasks and move them through different stages or statuses. You can also create “Epics” which group items that share the same objective.

You’ll also want to check out the Charts and Reports feature, where you can monitor and compare sprints, as well as track your team members’ performance. The Timetrack module tracks your billable vs non-billable hours, while the Meetings module lets you set up sprint reviews and meetings. 

Zoho Sprints vs Zoho Projects: Choosing the Right Option

Having said that, one of the questions we hear a lot at ZBrains is: what is the difference between Zoho Projects and Sprints, and how do I know which one to use? 

Both Zoho Projects and Zoho Sprints are solid project management solutions, each offering efficient and coherent approaches to delivering projects. That said, any software solution has its own strengths and weaknesses. Choosing the right one largely comes down to the nature of your projects. 

Macro vs. Micro Project Management 

Zoho Projects makes it easy to visualize projects as a whole, including their steps, processes, and target outcomes. In other words, Projects is a good option for projects that begin with a robust plan (such as those following the waterfall methodology) or for projects you intend to replicate in the future. 

Zoho Sprints, on the other hand, is especially useful for projects that are being planned and implemented in stages. Because projects in Sprints are broken down into smaller cycles with periodic outcomes, the tool makes it easy for stakeholders to check in, evaluate progress, and adjust the project at regular intervals.  

In summary, Sprints is good for projects that need to be able to adapt and change, whereas Projects is ideal for simpler projects with more robust plans that aren’t expected to change. 

Value for Money 

As of December 1, 2022, both Zoho Projects and Zoho Sprints offer a free trial period to let you try out the software at no cost. That said, while Projects has a free tier, all of Sprints’ tiers are paid. 

The free version of Projects includes up to 3 users and up to 2 projects. From there, pricing begins at $18 per month (based on a minimum of 6 users at $3 per user per month) and includes a maximum of 10 projects. The next pricing tier begins at $4 per user, per month, with a minimum of 15 users and unlimited projects.

Sprints begins at $12 per month for up to 12 users. Customers requiring 13-100 users are billed $5 per user, per month (which can be paid either monthly or annually). 

Integrations

Both Projects and Sprints integrate with other Zoho apps, as well as MS Teams, MS Office, Bitbucket, and GitHub. Using Zapier, both Sprints and Projects can connect to over 2,000 Google apps. 

In addition, Zoho Sprints integrates with GitLab and Jenkins, while Projects integrate with many others, including Slack, iCal, Zen Desk, Google, and Crashlytics. 

Team Management

While both Projects and Sprints offer communications tools, Sprints includes additional features for tracking your teams, gathering data after each sprint, and holding meetings to enable collaboration. Sprint also offers reports and insights into your team’s performance. 

In comparison, Projects allows users to assign and monitor tasks, specify tasks’ priority, and send reminders to team members. You can also monitor time sheets and track issues that might arise in the project. 

Getting Started with Zoho Sprints

Ready to learn more about Zoho Sprints, including whether or not it’s the right choice for your agile project management approach? Connect with the ZBrains team directly for customized suggestions, based on your unique project specifications.  

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How to Connect Facebook Lead Ads to Zoho CRM

Lead generation is a critical aspect of any business strategy. The Facebook Lead Ads program—which involves capturing prospective customers’ information via social media—can be a user-friendly option for identifying and capturing new leads. 

But for lead generation to be effective, it must be followed up with plenty of nurturing and analysis so that you can reach the best prospects who are most likely to convert into customers or clients. Integrating your Facebook Lead campaigns into your Zoho CRM allows you to keep all of your lead generation efforts in one place, while also facilitating lead nurture in real-time. 

To take advantage of these benefits, however, you’ll need to connect your Facebook Lead Ads to Zoho CRM. Here’s how to do it:

Why Run Facebook Lead Ads?

Facebook Lead Ads can be an easy way to generate new leads, as it allows you to run your marketing message within a venue you know your prospective customers frequent. Reaching people where they already are—in this case, Facebook—minimizes friction and increases the likelihood of your ads being seen.

Within Facebook, when prospects tap on one of your ads, a form pops up that’s already prepopulated with their Facebook contact information. All it takes is a few taps for them to get the information they need, while you generate a new lead for your business. 

Why Zoho CRM Partners Well with Facebook Lead Ads

By syncing your Zoho CRM account with your Facebook Ad Leads account, new leads can be automatically integrated into your CRM. As a result, you won’t have to manually export leads from your Facebook lead campaigns for import into your CRM. Instead, every time you get a new lead, it can be automatically saved to your Zoho CRM database, along with extra information such as the source of the lead.  

Additional benefits include:

Turning Conversations into Opportunities

Not only does Zoho CRM let you follow up on your Facebook leads, but it also lets you add leads from your listening streams, even if you’re not running an ad campaign. 

You can add these leads from the Social Tab manually, or set up triggers to automatically add leads from interactions that happen on your Facebook page. You can then assign these leads to your sales reps with specific rules, tasks, and reminders. 

Bringing Facebook and CRM Conversations Together

When a contact has been added to your Zoho CRM, you can go to your Social Tab and access their information, history, and activities. In addition, you can see their recent social interactions with your business so that you can respond appropriately to their social posts and comments. 

Engaging with Your Audience Live

Using the Social Tab in your Zoho CRM, you can easily create new social media posts or reply to comments and messages in real-time. Rather than switching between Facebook and Zoho CRM, you can keep your audience engaged from within a single platform. 

Tracking Conversations About Your Brand

By setting up listening streams that monitor when a prospect or competitor messages you or mentions you, you can manage your Facebook conversations in real-time. SalesSignals gives you real-time Facebook notifications via Zoho CRM. 

How to Connect Facebook Lead Ads to Zoho CRM

To connect your Facebook Lead Ads with your Zoho CRM account, you’ll need to use one of the Facebook Ad management extensions found within Zoho CRM’s marketplace.

Step #1: Install Facebook Advert Manager

To begin, you can either navigate to the Zoho Marketplace and install the Facebook Advert Manager extension, or you can log in to your Zoho CRM account and install it from there. Once the extension has been added to your CRM, take the following steps:

  1. Go to Setup > Marketplace > All
  2. Search for Facebook Adverts Manager
  3. Click Install Now

In the following screen, agree to the terms of service and click Install Now.

Select the users for whom you want to install the extension, and then click Confirm. Then, click Authorize on the following screen:

Finally, in the pop-up that appears, specify the username and password of your Facebook account, and click Continue.

Step #2: Import Your Facebook Ads

Once you’ve installed and authorized the Facebook Advert Manager Extension, you can start importing your ad data into Zoho CRM. When you first set up the extension, you’ll need to perform a complete import of your data.

  1. Within Zoho CRM, select the Facebook Advert Manager tab
  2. On the Facebook Advert Manager page, click Import
  3. This will import all the ads and ad sets that are associated with your Facebook account into Zoho CRM

Once this step is complete, you’ll be able to view and manage all of your ad campaigns from this tab itself. This will take some time, however, depending on the amount of ad data you have to import.

Additionally, if you’ve made changes in Facebook and want them to be reflected in Zoho, you may need to manually update your ads on the Facebook Advert Manager page. To update the details of a particular ad, select the required Advert ID and click Import Advert. The current status of the selected ad will be updated.

To import new ads from Facebook, click the Import button at the top right-hand corner of the window. This will not only import new ads from Facebook, but will update all of your existing ads as well.

Once you’ve successfully connected your Facebook Lead Ads account to Zoho CRM, you can take advantage of Zoho marketing campaign tools to easily nurture and convert the new leads you generate—as well as analyze your new data to create stronger campaigns.

Have further questions about connecting Facebook Lead Ads to Zoho CRM? Need help maximizing the value of the data you generate from these campaigns? Get in touch with our team of Zoho specialists for customized assistance.