Posts Tagged ‘ CRM ’

Zoho Corp. Adding an SMB Accounting Application: Zoho Books

Zoho Corp., a leader in Software as a Service business applications, announced Wednesday January 19th that they are adding an accounting application to their portfolio: Zoho Books. Over the past few years, Zoho has had over 300,000 apps created on their platform, and as Zoho evolves as a leading work-flow engine, they are introducing application Integration with online payment gateways like Paypal, Google Checkout and

Zoho offers SaaS applications and provides a wide, integrated portfolio of rich online applications for businesses. With 26 different applications spanning Collaboration, Business and Productivity, Zoho helps businesses and organizations get work done. Zoho’s applications are delivered via the Internet, requiring nothing but a browser, enabling organizations to focus on their business while leveraging Zoho in order to maintain the servers and keep data safe.

Detailing Zoho Books

Zoho Books is an online accounting application that gives organizations complete visibility of their finances and aides management of cash moving in and out of the business. Zoho defines its’ Books application as “accounting for rest of us”. A primary selling point is that users need not be an accountant to mange their business and make informed financial decisions.

Those interested can view Zoho’s Youtube video describing Zoho Books here.

Features of Zoho Books:

Money In
Get a clear picture of how much cash-flow your business is generating. Manage your customers and invoice them either online or by direct mail. Automate recurring invoices, payment reminders and payment thank-you notes.

Money Out
Manage and control expenses and cash flow. Record invoices and commitments for purchase, services and even for reimbursable expenses, such as client travel. Keep track of the outstanding balances with vendors.

Banking and Credit Cards
Record and monitor your bank and credit card transactions such as deposits, fund transfers, checks, expenses, credits and refunds.

Go Global
Transact globally with multi-currency capabilities. Record foreign currency invoices and  expenses.

Share accounting duties with anyone in your organization, but set different permissions for those with access employees.

Stay on Top of Your Business
Glance through the dashboard to know what’s going well with your business and what’s not. Make smart and quick business decisions with the help of our insightful, available-anywhere reports.

Zoho Books integrate​s seamlessly with other Zoho ​applications. F​or example, users can import their contacts from Zoho CRM, view d​ata from various modules in Zoho Sheet, etc. I​n particular, Zoho Invoice customers will be able to seamlessly migrate from Zoho Invoice to Zoho Books – and go beyond invoicing to full-blown accounting without having to start over.

Zoho Books is also immediately available for Google Apps users through the Google Apps Marketplace.

Zoho Books is priced at $24/month (or $240/year with a 2 month discount). This includes access for 2 users. If you’d like to provide access for additional users, it’ll be an additional $5/user/month.

For more information on Zoho Books or any other Zoho application contact a Nubifer representative today.


10 Compelling Reasons to Choose Microsoft Dynamics CRM 2011

The beta version of Microsoft Dynamics CRM 2011 was launched earlier this fall, generating buzz among industry analysts due to its major enhancements. Among the new features are a next-generation Microsoft Outlook client, Microsoft Office contextual CRM Ribbon for Office navigation and user experience, user personalization and role-tailored design.

Specifically architected for both cloud and on-prem deployments, the new software is Microsoft’s most robust attempt at gaining traction in Customer Relationship Management (CRM) market space.

Following are some improved features of Microsoft Dynamics CRM 2011:

1.     Advanced User Personalization Capabilities
Users can now configure their workplaces to meet their unique roles and informational needs. Personalizing a workspace means that users can set the default pane and tab that display when they open Microsoft Dynamics CRM Online. Now you can customize what links appear in the workplace view, how many records appear in lists, how numbers and dates display and language capabilities. Users can also combine these personalized features with new dashboards creating  personalized dashboards for default viewing.

2.     Integration with SharePoint and Microsoft Dynamics NAV
This latest version of Microsoft Dynamics illustrates Microsoft’s desire to offer out-of-the-box integration with two of its key products, SharePoint and Microsoft Dynamics NAV. Microsoft Dynamics CRM integrates with SharePoint Server’s document management through contextual document repositories and will also integrate with Microsoft Dynamics NAV 2009 R2 (set to arrive in the next few months). In conjunction with each other, these two products will increase productivity by enhancing interaction between front and back office applications.

3.     Business Intelligence Functionality
Microsoft Dynamics CRM 2011’s new real-time dashboards offer advanced business intelligence functionality that is more intuitive. Users are able to speedily configure multiple dashboards to monitor business performance, for example, and can set up dashboards for individual or shared use. The dashboards can include in-line charts with drill-down intelligence to visually navigate data, identify trends and uncover new insights.

4.     Seamless Integration with Microsoft Office
With Microsoft Dynamics CRM 2011 comes a new Office 2010 contextual ribbon for Microsoft Dynamics CRM Online and Microsoft Dynamics CRM browser clients, which delivers a consistent, familiar navigation and user experience. This allows Dynamics CRM users to take advantage of native Outlook functionality such as previews and conditional formatting. With the new release, users can highlight and flag CRM records (like with an Outlook email) and the reading pane grants readers an instant view of a record without having to open up a new screen.

5.     Interactive Process Dialogs
Dialogs aid users in the collection and processing of information using step-by-step scripts. Companies can use dialogs to increase performance and versatility by incorporating advanced work-flow logic, which calls automated tasks using the responses a customer or user makes during a dialog script.

6.     Improved Configuration Capabilities
Key features include custom activities and communications, data auditing, field-level security, tailored form experience and improved knowledge base.

7.      Cloud Development and Deployment
With Microsoft Dynamics CRM 2011, developers can take advantage of Windows Azure to develop and deploy custom code for Microsoft Dynamics CRM Online using tools like Visual Studio. Developers can incorporate Microsoft Silverlight, Windows Communication Foundation and .NET Language Integrated Query (LINQ) into their cloud solutions using Microsoft .NET Framework 4.0.

8.     Role-Based Forms and Views
Forms and views in Microsoft Dynamics CRM are based on user roles; this role-tailored design ensures that users have speedy access to the relevant information they need, while simultaneously preventing users from accessing data that they aren’t authorized to view.

9.     Microsoft Dynamics Marketplace
An online solutions catalog which helps developers accelerate and extend their Microsoft Dynamics CRM Online implementations. The Microsoft Dynamics Marketplace is fully integrated with Microsoft Dynamics CRM enabling customers to access the Marketplace from within Microsoft Dynamics CRM in order to search applications and connect with Microsoft Registered Partners.

10.  Customizing and Sharing
With Dynamics CRM, Microsoft introduces what the vendor calls “solutions”: ways to save customizations and share them with others. Users can create a solution or import an app created by a developer outside the organization; a managed solution can only be edited by a specific user while an un-managed solution can be edited by any user with an appropriate role. A solution is able to have version numbering, relationships with entities and other components and security features based on user roles.

Microsoft Dynamics 2011 offers a powerful suite of Business Intelligence capabilities which will aid any organization streamline is contact management processes.

For more information about CRM consulting services offered by Nubifer, visit

Zoho CRM Adds QuickBooks and Telephony Integration

Zoho Corp., a leader in Software as a Service business applications, announced Wednesday December 8th that their ‘Zoho CRM’ offering now allows users to leverage QuickBooks software and Telephony Integration. Over the past few years, Zoho has had over 300,000 apps created on this platform, and as Zoho CRM evolves as a leading work-flow engine, they are introducing two key modules to Zoho CRM – QuickBooks & Telephony integration.

Zoho offers SaaS applications and provides a wide, integrated portfolio of rich online applications for businesses. With more than 20 different applications spanning Collaboration, Business and Productivity, Zoho helps businesses and organizations get work done. Zoho’s applications are delivered via the Internet, requiring nothing but a browser, enabling organizations to focus on their business while leveraging Zoho in order to maintain the servers and keep data safe.

Zoho CRM for QuickBooks

Zoho’s most recent CRM integration will help users sync information between their Zoho CRM and QuickBooks applications. This update now enables a business’ Customer and Inventory data to be synced between these two leading-edge officing and productivity systems. As QuickBooks doesn’t offer a per user model, this Add-on can be licensed for the entire organization for $25/Month.

Key features of the QuickBooks update for Zoho CRM include:

  • Zoho CRM for QuickBooks syncs Contacts, Vendors, Products, Quotes, Invoices and the Sales Orders modules.
  • Users can choose to import data from both systems or the Sync data automatically
  • Users have the option to choose which system gets a priority when there is conflicting data
  • Users have options to map data fields between Zoho CRM & QuickBooks
  • Zoho CRM Integrates with on-premise versions of QuickBooks Premier from 2008 to 2010 and also Simple Start  2008

Zoho PhoneBridge – Telephony Integration

As the name suggests, PhoneBridge connects your Telephone system(PBX) with Zoho CRM and allows you to interact with your CRM account during all your inbound and outbound calls. This add-on connects data from Zoho CRM with the telephony systems. For incoming and outgoing calls from your telephone, Zoho CRM can pull up the information of the caller, if available in the CRM system, and display that information in the app allowing you to log information for the contact.

Where is it used? Consider the case of a Call Center. Cold Calling, telemarketing calls, telesales calls,customer care, customer support –  these are the typical operations of call centers. They can leverage the data from the CRM System during a call.

This feature is available immediately. This module is proceed at $6/user/month after a 15 day trial.

Contact Nubifer representative to discover how Zoho CRM can work for your business.

Zoho Sheet 2.0 launches on August 31st 2010, with support for Million Cell Spreadsheets

Zoho, an industry leader in cloud hosted officing software, announced today the launch of Zoho Sheet 2.0. Among the many added features of Zoho Sheet, is the newly added support for million cell spreadsheets.

When a user logs-in to Zoho Sheet 2.0, they will not notice much change visually, but there have been many performance improvements on the back-end. Frequent users of Zoho’s increasingly popular spreadsheet app will notice the performance and interoperability improvements instantly. Regarding the performance of the app, Zoho enhanced the back-end engine significantly upgrading its performance, allowing users of Zoho Sheet 2.0 to load large and complex spreadsheets with instant response times.

Zoho Sheet’s One Million Cell Spreadsheet

At Nubifer Inc., we are constantly working with extensive spreadsheets, and were infinitely familiar with constant freezes and over-consumption of local compute resources. This is no longer an issue for our teams, as Zoho Sheet is completely online with all the heavy lifting being done on the server side, keeping our client side agile and nimble.

With Zoho’s latest product update, subscribers can now create a million cell spreadsheet. Zoho Sheet 2.0 supports 65,536 rows and 256 columns per worksheet, creating 1 Million Cells per spreadsheet project. Supporting a million cells is an important feature, but maintaining efficient load-times with large spreadsheets was the primary goal with Zoho Sheet 2.0. Waiting as long as 5 minutes to load very large spreadsheets is no longer an issue, this can now be experienced instantly within your web browser. We here at Nubifer encourage you to give it a test drive, and witness for yourself how agile and efficient response is while using Zoho Sheet 2.0.

Here is an example embedded spreadsheet with 25,000 rows. The performance on the return is quite impressive.

In addition to the improved performance metrics, here are some other great features designed to aid functionality and work flow.

Chrome & Safari Browser Support

Zoho Sheet now officially supports Chrome 4+, Safari 4+, Firefox 2+ and IE 6+.

Some Additionally Impressive Improvements

  • Users can now directly input Chinese, Japanese & Korean characters without having to double-click on a cell.
  • Improved ‘Find’ functionality. Control+F will now bring up the ‘Find’ panel at the bottom of the spreadsheet with options to search within the row, column or sheet.
  • The ‘Undo’ and ‘Redo’ actions now work across the spreadsheet and are maintained on a per-user basis while collaborating with other users.
  • You can now set formats and styles on column, row, and sheet tiers.

Are you an existing user? If not, you probably wont see many changes visually, but you will experience these enhancements when working with Zoho Sheets 2.0.

Zoho is tirelessly working on performance updates to their cloud-hosted officing applications. Some updates are cosmetic for look and feel, while others are performance based. The overwhelming majority of Zoho’s updates go under the hood. For these updates, users may not notice anything visually, but these updates are significant and lay the groundwork for things to come in the future.

For more information about Zoho Sheet, or other Zoho officing applications please visit

ERP and CRM Integration Via Business Intelligence for the Cloud

The masterminds behind Crystal Reports are unveiling a new business intelligence cloud offering being sold through channel partners. Not only do solution providers get an ongoing annuity on the sale, but they can perform the integration work to link the cloud-based BI to the data source (whichever ERP/CRM solution it is, such as Oracle,, SAP or something else).

Traditional VARs gaging the potential of the cloud business model may have a difficult time seeing how much money per user per month will be enough for a business to reap the benefit of the cloud. Indicee executives Mark Cunningham, CEP, and Craig Todd, director of partnerships, understand the businesses are accustomed to the big sale upfront and ongoing services after that sale. Cunningham and Todd were both part of the team that created the Crystal Reports business intelligence software–which sold to Seagate before becoming part of SAP–and decided to bring their technology expertise into the cloud.

Although Cunningham and Todd knew that business was moving into the cloud and that their expertise had revealed that channel partners are the ideal way to connect with end customers, they just didn’t know how to merge those two ideas. Said Todd to Channel Insider, “The biggest single difference in what SaaS is removes those boxes. It has initially been seen as a threat by some of our partners.”

“A lot of VARs are worried about being disintermediated. Their expertise in installing software is no longer required.But the ones we’ve been working with the last few months see it as an opportunity,” continued Todd.

Arxis Technology in Simi Valley, California, an ERP, CRM and BI specialist, is one such partner. The 25-person company has two offices in California as well as offices in Chicago and Phoenix. Director of sales and marketing Mark Severance told Channel Insider that whether the customer is deploying on-premises solutions or in the cloud solutions the revenue comes out even. “The biggest thing people are having a hard time with is that you are used to the big upfront sale. But, honestly, from our perspective, if you have great products and do a great job taking care of the customer, then there’s a business model for that you do,” explains Severance.

Severance said that the annuity part of the business (in which Arxis receives a commission per user per month on an ongoing basis) will eventually make up for the lack of large upfront sale. Additionally, Arxis can offer the integration and implementation services which customers need, which means setting up the BI solution’s data sources, whether they may be or an internal CRM or ERP solution.

Arxis continues to offer traditional on-premises CRM and ERP software sales and implementation; the biggest vendor Arxis works with currently is Sage. Arxis offers a BI solution from Business Objects in on-premises and cloud form and recently added Indicee’s cloud-based BI solution for a variety of reasons. One major reason is that some customers are unable to afford an on-premises-based BI solution and thus a cloud-based solution is more economically accessible.

Severance further pointed out that most of computing is making the transition into the cloud. While companies used to feel safe having their server in-house, they now want to be able to access there data whenever, wherever they are, from whichever device they are using.

Indicee’s Cunningham and Todd also pointed out that VARs can provide their end customers with training services as well as services like change management. Said Todd, “There’s an exciting opportunity here for traditional VARs. This creates a platform that allows partners to focus on the V and A in the VAR–the value add.”

Pricing at Indicee starts at $69 per user per month, with a five-user pack priced at $150 per month. The VAR cut generally is a 20 percent commission on sales of five packs or more, calculated monthly and paid out quarterly, but Todd noted that it is dependent on how much work the VAR is completing to get the customer.

Gartner predicts sales of $150 million by 2013. Cunningham notes that SaaS is poised for growth and that if solution providers are seeking to enter the cloud, business intelligence is a lucrative starting point, even with its required integrative work. To learn more about CRM Applications in the Cloud, please visit