Blog tagged as Zoho CRM

CRM software has been around since the 90s but even though many users understand the need for CRM software in their Sales, Marketing and Support process and even claim to know what CRM software is and how it should be used, they often do not understand the complexities and modules within a CRM syste...

Zoho CRM has a very nice new feature called 'Canvas', which allows you to design they way you see your data in an intuitive and easy to use drag and drop interface.

Say for example, you have a CRM containing a list of customers - most of us do! - you can design the customer list view and also the cus...

So it's been a few weeks now since Zoho CRM released their latest feature set to the Enterprise edition, so we thought we'd give a quick review of them to summarise what they're about and give our input on having used them.

License

The first point to note is that the features listed below are Enterpri...

Zoho have just rolled out enhancements to their email sharing permissions on accounts implementing the Zoho Mail Addon for Zoho CRM.

Here's a summary in brief of the new features:

• Now, the Administrator can decide on the email sharing permission for users - previously this was a user function, so Admi...

The old and well known user interface of Zoho CRM is set to be phased out soon - 15th December 2016 to be exact - which means the new UI will be rolled out in its entirety from that time.

You may well have been using the new UI for some time - if not, it's great! 

Enhancements include many new featur...

In today's world we are only two familiar with all of the various channels that our customers may use to communicate with us about our products or services or when dealing with any one of our sales managers during the sales process as well as support / warranty periods.

The result can be that there ...

So at long last it's here... the new user interface for Zoho CRM!

Zoho CRM has just had a complete overhaul and is now available for general usage and feedback. If you have not already noticed you will be able to switch to the new interface using the link at the top of your CRM. 

Click the link t...

Zoho are pleased to announce the new Zoho CRM mobile 3.0 for iOS (iPhone/iPad) and Android smartphones.

Here is a quick peak at the new functions that are available:

- Completely redesigned app with an enhanced look and feel. 

- Task and Event focussed home screen

- Access to inventory modules.
- Coll...

Zoho Projects integrates with Zoho CRM allowing you to create and access projects from the CRM once the sale has been won... Here's how:

Contact Us

Contact Mangoho to discover how Zoho Projects can be of use to your business.

We offer competitive rates for implementation Zoho support and Zoho trainin...

Just a short blog to describe a feature that has been around almost for a couple of years now, but many people do not seem to be aware of.

It is the Zoho CRM voice note app for iPhone and Android devices. 

So the scenario is that you are not in a position to take down notes but you can record vo...

Zoho have recently announced the online Zoho Expense tracker application that has been designed to save sales execs time when tracking their client related expenses.

Zoho Expense allows sales reps. to automate a number of financial management processes that takes away from the time that they should ...

Zoho after ten years.

If you are a follower of our blogs you will know that we normally try our best to cover a topic in as much detail as possible in a short blog.

For a change and in celebration of Zoho’s first product launches ten years ago we thought that we would mainly use images in this bl...

At Mangoho we are always excited about all things customer relationship management and when Zoho extend further Zoho CRM’s capabilities we get exceptionally excited.

Indeed many of the new enhancements are both innovative and creative and extend out the CRM’s footprint to capture more information ab...

We're proud to announce that Mangoho are now Zoho CRM Certified Consultants!

The Zoho CRM Certified Consultant program is designed to highlight certain partners who have demonstrated a high level of skill and knowledge in implementing a variety of Zoho online business solutions.

This ensures they have...

Mail merge as a function that helps sales and other staff  in your business has been around for a while and Zoho CRM has had a mail merge function for a few years, integrating its online word processor app, Zoho Writer.

However, many users in our experience seem to overlook the fact it is there ...

Zoho have released an update to their CRM calendar function recently; when you invite someone to an event, they can accept or decline the event and then the event will appear in their calendar too.

This was a major flaw in the previous calendar function, which used to only show in the organiser’s ca...