Posts Tagged ‘ Zoho CRM ’

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.


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Zoho Launches “Zoho Support” for Cloud Based Customer Support

The Zoho Family welcomed a new addition on November 10: Zoho Support. The web-based help desk software helps organizations to easily manage and respond to perpetually-increasing customer support inquiries arriving via a variety of channels, from phone and email to website and self-service portals. In our current era of real-time communication and instant gratification, customers have come to expect punctual answers to their questions.

Zoho Support provides this with its innovative web interface, which allows technicians to prioritize customer tickets, locate the correct response, and promptly respond to the customer.

Often times, the fastest way for customers to get support is via self-service, and Zoho Support boasts features that members of the support organization to publish solutions to known issues in a customer portal. This enables customers to solve their problem before contacting your staff. Customers can also submit and track tickets in the customer portal.

Zoho Support is comprised of the following modules, or tabs:

  • Requests: The requests tabs aids technicians in prioritizing the support requests coming in from customers. The support request can be taken care of in a variety of ways. For example: those requests that are assigned to me, or those requests that are unread.
    A support manager may want to see which requests are overdue and must be address immediately. It is often hard to programmatically determine (i.e. through an email or a form) if a request is high-priority or who it should go to, thus the request module helps organizations triage these support requests so they can be directed to the appropriate team.
  • Accounts & Contacts: This tab provides a view into the support operation through a customer perspective and, most importantly, organizations can define, track and enforce specific SLAs they may have agreed to with their customers. All support requests are unique; two that might look identical may have a different priority depending on the SLA that was promised to each individual customer.
  • Reports & Dashboards: This tab provides a quick view into how your support organization is doing, so you can quickly obtain a large amount of data that will allow you to make the best decisions both for your business and your customers. What products are getting the most support requests, for example. What incidents are occurring the most often? What support group (or rep) as the slowest response time?
  • Tasks: This tab serves as a simplified to-do list for a support rep—either with external activities, like responding to a customer with a particular solution or diagnosis, or external ones, like research or trying a new approach. This helps everyone in the support team to remain organized and allows the support manager to have a simplified look at what everyone is working on.
  • Solutions Database: This module allows support reps to create and publish (internally or externally) solutions to the most common customer issues. When published externally, a solution is automatically available in the customer portal, so it can be easily located by customers.
  • Workflow, API and more: This includes automating tasks, assignments, alerts with the workflow rules; integrate with other systems via the APT; maintain details of your catalogue (skus, release dates, support windows), and more.

Zoho Support is already integrated with Zoho CRM, so you can smoothly transition from selling to supporting. Zoho Chat is also integrated, so your support agents can easily find what they are looking for not only in the solutions database but from their colleagues over IM while they’re on the phone with a customer.

Zoho Support is available immediately via paid plans starting at $12 per month per agent for Enterprises and large support organizations. Unlimited-user plans for smaller companies that process up to 200 tickets per day are also available and Zoho Support additionally offers a free plan.

For more information regarding Zoho’s suite of officing applications visit www.nubifer.com.

Zoho CRM, Invoice & Projects now Integrate with Gmail

Zoho announced today that Zoho CRM, Invoice & Projects now integrate with Gmail through Contextual Gadgets. Gmail Contextual Gadgets is a way for users to integrate third party applications into Gmail. When a user installs a contextual gadget in Gmail, the gadget shows up when that individual opens an email. The gadget can contain information pulled in from various third-party systems (eg: Zoho CRM, Invoice and Projects) and displayed contextually within that email.

Google announced this earlier this year, but Zoho unveiled today that they have created contextual gadgets for their CRM, Invoice & Projects applications.

Following are a few examples of tasks that can be accomplished leveraging Zoho’s Contextual Gadgets.

Zoho CRM

  • With a click of the mouse, users can search to see if the sender exists in your CRM system.
  • From within an email, users can add the sender to the Zoho CRM as a Contact or a Lead without having to leave their Gmail domain.
  • Users can add a Potential to a Contact, updating it from directly within the email message.
  • If the sender exists within the users CRM database, all details relating to the contact can be viewed within the email.
  • Users can Add/View Tasks and Notes to the sender within the email.

Zoho Invoice

  • If the sender exists within the system, their information is pulled from Zoho Invoice and displayed within the email message.
  • All emails sent from Zoho Invoice to the specified user are listed within the gadget, creating an Email History for each contact within the users’ database.
  • Users can view all unpaid invoices with the status as ‘Unpaid’ or ‘Open’ being displayed prominently for the sender.
  • Gadget users are now able to view payments received from the sender within the email.

Zoho Projects

  • Users can now create a new Project directly from the email, and share it with co-workers.
  • It’s now possible to transform an email into an actionable task in Zoho Projects and share it with the appropriate agent within your organization.
  • Users are now able to redirect the relevant contents of an email and make it an open forum post available for discussion.
  • Contextual Gadgets now make it simple to assign a task to any of your team members from within the email message.

If you would like more information regarding Zoho Projects Contextual Gadgets,visit Nubifer.com.

Zoho CRM, Invoice & Projects are already part of the Google Apps Marketplace, and are currently being leveraged by thousands of businesses using Google Apps.

A Guide to Choosing CRM Software

Customer Relationship Management (CRM) software lets you effectively manage your business, but choosing the right software is often a daunting process. This nubifer.com blog is aimed at alleviating some of the more challenging decision making processes.

CRMs offer several levels of organization to help strengthen and deepen customer relationships, ranging from basic contact management software, to tracking and managing sales, or tweets on Twitter. The Return on Investment (ROI) usually is an increase in sales, and should also translate to better customer service. The following guide will help you through the process, from pinpointing your customer relationship needs to ultimately selecting a CRM software application.

Choosing CRM Software: Why Invest in a CRM?

CRM is a term used to describe methodologies, software and Internet capabilities designed to help businesses effectively manage customer relationships. Traditionally, CRMs have been seen as an automated way to track and maintain client contact information, but the CRMs of today are faster, smarter and highlight the most current computing technologies available.

In this way, the CRM can be used as a tool to set and measure sales goals, devise, deliver and track email marketing campaigns up through and including interfacing with social media accounts. The importance of CRMs in the marketplace has grown as well, and with sales, marketing and customer service on the playing field, an enterprise can match customer needs with company offerings, thus becoming more efficient and profitable.

Raju Vegesna, Executive Evangelist for Zoho, an online CRM company based in Pleasanton, California, adds that beyond managing customer relations, “A CRM system comes in handy in such situations as it helps you aggregate all customer related information in a single place,” which is crucial for a small business owner trying to keep track of contracts, invoices and emails.

Vegesna added that if small business owners frequently personalize and email customers manually–or if they are unaware of the status of each customer in the pipeline–they will likely need a CRM system.

Chad Collins, CEO of Nubifer Inc., a Cloud, SaaS and CRM strategic advisory company based in San Diego, California, says that, essentially, CRMs offer “business functionality at your fingertips that will save a ton of time for front-line personnel by streamlining your varied sales processes.”

Collins suggests a top-down approach, in which management sets the example by using the tool, as a way to encourage employee buy-in. Collins also suggests having a designated go-to employee (someone that is not the boss) who really knows the ins and outs of the system, called the “CRM Evangelist.” He also suggested offerings rewards and incentives to help employees approach the new system without fear.

The cost is the next major challenge to CRM success. According to Collins, it can cost anywhere from $300 to $2,000 per user per year to implement a CRM. “The CEO needs to understand the cost of CRM goes beyond simple licensing, rather it encompass the license, training, and whatever business process changes they need to make,” says Collins.

According to Chad Collins of Nubifer Inc., there are three main areas to consider when evaluating the pros and cons of a CRM: Platform, how easy it is to implement the CRM and vendor strength and weakness.

Platform

  • How much flexibility is there in the software/product so the company can create their own process?
  • How easy is it to configure the software or to get started with on-demand (Internet-based) solutions?
  • How easy is it to integrate data from other sources into the software or on-demand solution?
  • How scalable is the software or on-demand solution?
  • Will it deliver what you need it to deliver in terms of performance?
  • Will it offer portals or front end screens to help you and your colleagues to collaborate with one another?

Ease of Implementation

  • Are you looking for on-demand, SaaS, cloud, and Internet-based solutions?
  • Thin or thick clients: Will you have the software on your machine when you travel or do you need to dial up using a browser?
  • How much mobility do you want? Can it be done on a laptop or can it be done using mobile phones?

Vendor Strength and Weakness

  • How long has the company been around­?
  • Where have they gone in terms of their vertical thrust –do they specialize in just one sector?
  • What computing platform are they using to make sure it’s compatible with your system?
  • What’s their domain expertise in terms of your particular business area?
  • What professional services do they offer to help you get up and running?
  • What partnerships do they have with companies like Microsoft Outlook to work with your CRM?

It will be easier to determine what technology is the best fit for your company once these questions are answered.

Choosing CRM Software: Social CRMs

The latest trend to emerge in CRM is social networking, but industry executives are still trying to figure out whether or not small businesses need their CRM to track their social networking. Collins of Nubifer Inc. says that the advantages of social CRM—for those that are ready to embrace it—are three-fold:

  1. The ability to connect with people using free (or very cheap) means.
  2. The ability to find those that you want to do business with on social networks and learn what’s important to them using monitoring tools.
  3. The ability to create a message that responds directly to what customer challenges are right then and there.

Collins added, “What’s [also] really important today is leveraging the web and creating opportunities to engage people. Traditional CRMs weren’t built for that. Now with online social networks you can create content that works for you 24/7 and builds leads for you. People can find what you’re talking about and ask you for questions. You can create more online relationships than you can face to face.”

An example is given by Collins: “If you have a large group of people on Twitter talking about a specific problem they are trying to solve, you want to be able to grab those Tweets or Facebook posts and route them to the appropriate person in your company so the customer can get the answer they require directly from the source.”

When you are ready to take the leap, there is a CRM available to fit your needs, whether you need to simply organize contact information or require robust assistance in meeting and tracking your sales goal. For more information regarding choosing the right CRM for your business contact a Nubifer Consultant.

Evaluating Zoho CRM

Although SalesForce.com may be the name most commonly associated with SaaS CRM, Zoho CRM is picking up speed as a cheap option for small business or large companies with only a few people using the service. While much attention has been paid to Google Apps, Zoho has been quietly creating a portfolio of on-line applications that is worth recognition. Now many are wondering if Zoho CRM will have as large of an impact on SalesForce that SalesForce did on SAP.

About Zoho

Part of Advent, Zoho has been producing SaaS Office-like applications since 2006. One of Zoho’s chief architects, Raju Vegesna, joined Advent upon graduating in 2000 and moving from India to the United States. Among Vegesna’s chief responsibilities is getting Zoho on the map.

Zoho initially offered spreadsheet and writing applications although the company, which targets smaller businesses with 10 to 100 employees, now has a complete range of productivity applications such as email, a database, project management, invoicing, HR, document management, planning and last but not least, CRM.

Zoho CRM

Aimed at businesses seeking to manage customer relations to transform leads into profitable relationships, Zoho CRM begins with lead generation. From there are lead conversion, accounts set up, contacts, potential mapping and campaign tabs. One of Zoho CRM’s best features is its layout. Full reporting facilities with formatting, graphical layouts and dashboards, forecasting and other management tools are neatly displayed and optimized.

Zoho CRM is fully email enabled and updates can be sent to any user set up along with full contact administration. Time lines ensure that leads are never forgotten or campaigns slipped. Like Zimbra and ProjectPlace, Zoho CRM offers brand alignment, which means users can change layout colors and add their own logo branding. Another key feature is Zoho’s comprehensive help section, which is constantly updated with comments and posts from other users online. Contact details from a standard comma separated value (.CSV) file from a user’s email system or spreadsheet application (such as Excel, Star or Open Office) can be imported by Zoho CRM. Users can also export CRM data in the same format as well.

The cost of Zoho CRM is surprisingly low. Zoho CRM offers 100,000 records storage in Free Edition and Unlimited data storage in Professional and Enterprise Editions. In FE, users can “import” up to 1,500 records per batch in contrast to 20,000 records in the Enterprise Edition.

Evaluating Zoho CRM

Although Salesforce may be the name most commonly associated with SaaS CRM, Zoho CRM is picking up speed as a cheap option for small business or large companies with only a few people using the service. While much attention has been paid to Google Apps, Zoho has been quietly creating a portfolio of on-line applications that is worth recognition. Now many are wondering if Zoho CRM will have as large of an impact on Salesforce that Salesforce did on SAP.

About Zoho

Part of Advent, Zoho has been producing SaaS Office-like applications since 2006. One of Zoho’s chief architects, Raju Vegesna, joined Advent upon graduating in 2000 and moving from India to the United States. Among Vegesna’s chief responsibilities is getting Zoho on the map.

Zoho initially offered spreadsheet and writing applications although the company, which targets smaller businesses with 10 to 100 employees, now has a complete range of productivity applications such as email, a database, project management, invoicing, HR, document management, planning and last but not least, CRM.

Zoho CRM

Aimed at businesses seeking to manage customer relations to transform leads into profitable relationships, Zoho CRM begins with lead generation. From there are lead conversion, accounts set up, contacts, potential mapping and campaign tabs. One of Zoho CRM’s best features is its layout. Full reporting facilities with formatting, graphical layouts and dashboards, forecasting and other management tools are neatly displayed and optimized.

Zoho CRM is fully email enabled and updates can be sent to any user set up along with full contact administration. Time lines ensure that leads are never forgotten or campaigns slipped. Like Zimbra and ProjectPlace, Zoho CRM offers brand alignment, which means users can change layout colors and add their own logo branding. Another key feature is Zoho’s comprehensive help section, which is constantly updated with comments and posts from other users online. Contact details from a standard comma separated value (.CSV) file from a user’s email system or spreadsheet application (such as Excel, Star or Open Office) can be imported by Zoho CRM. Users can also export CRM data in the same format as well.

The cost of Zoho CRM is surprisingly low. Zoho CRM offers up to three users (1,500) records for free, a Professional Version for $12 a month and as Enterprise version (20,000 records) for $25 a month. For more information about adopting Zoho’s CRM, contact a Nubifer representative today.