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 to see your CRM transformed into a fantastic new format, including new functionality, which includes:

• Filtering by various criteria whilst still on the record list page
  
• Powerful searching with on screen, interactive keyword searches
  
• Better graphs on reports
  
• Kanban style record displays so you can see related records whilst looking at Tasks and other information
  
• Email Insights - get insight on who reads your emails, what email templates are the most popular etc
  
• Gamescope - gamify your sales process to reward your best sales staff, get points for adding notes, tasks, calls and deals.

Personally I find the new searching function one of the most useful and best features of the new interface as it is very intuitive and cuts down so much time finding the information you need.

Plus loads of new features such as

• 'Sales Inbox' for email tracking
  
• Sales Signals that show you in real time when customers are on your website and what they said in surveys, 
  
• iCal synching
  
• Scheduling of routine administration and data cleaning and much, much more.
  

So much more in fact that we thought you would like to watch it on Zoho's summary video, which gives a good insight into what you're in for!

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Please contact us for more information or to test drive Zoho CRM, or if you are interested in assistance with your CRM project.

OK, so this is not a new function but is one of those features that is easy to miss so we thought we would run a quick blog about it! 


From time to time it is necessary to add tasks to your CRM that will appear as tasks in your project management software too. 

For example if you are a Project Manager with CRM access; or if a user in the CRM, perhaps a Sales Manager, is also involved in certain account management activities during a project lifecycle - you may need to track these tasks in both the CRM and the Project Management app.

It's pretty easy to do this in fact in Zoho CRM - when you add a task, simply click the Save and Add to Zoho Projects button!

The task will then be added to both Zoho apps under the user assigned and can be tracked in both depending on who needs to manage the task.

Easy huh?  We told you! 

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Subscribe to our blog for more tips and tricks or contact us here for details of online or onsite training packages to help you get the most out of your Zoho business apps.

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 and we think Zoho CRM users could certainly make better use of it, to merge data in the CRM into printable documents, which can then be mailed to leads or customers.

The mail merge feature is fully built into Zoho CRM and is available as a Zoho Writer integration and also as a Zoho CRM plug in for Microsoft Office.

Zoho Writer allows you to use a normal web browser to create and share documents online.

The Zoho Writer integration allows users to create mail merge documents such as forms, letters, address labels, and address labels for envelopes.  

Isn’t there already an address label printing function? Yes, BUT… if you have found like us that this applies to what we are assuming is US centric label sizes then you can make use of the Zoho Writer integration to print labels for sizes better suited in your region, for example.

Check out this video to get an idea of what the Zoho CRM Mail Merge function is all about.

The Zoho CRM mail merge function really helps to reduce mundane work, which is a huge benefit especially for SMBs who need people to wear many hats and who cannot afford for staff to get embroiled in mundane work for any longer than is necessary.

By using the Zoho Writer integration your team can create personalised documents  containing so-called ‘merged fields’, e.g. salutation, given name, family name, address etc., finally resulting in a full document, specific to each record in your CRM. 

For example you want to send a printed newsletter to some premium customers - simply simply create a template with the merge fields from the contacts module generate the personalised newsletters. 

Or, you want to create a standardised contract for a new customer - simply create the template contract and insert the merged fields and then select that customer record to print the personalised contract. 

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Find out how to use the mail merge or other Zoho CRM functions by sending us a no obligation email to info at mangoho dot com or by contacting us here.

Many businesses use a website form such as a Contact Us or a Get a Quote form to engage and capture leads via the web; it is an affordable and effective means of getting new customers. Web forms can be used for special offers, newsletter signups, quotation requests and general contact requests.

Here are a few tips to make it more effective to get leads to complete your web form though, which are not very difficult to implement and well worth th time to do so.

1) Don't have too many fields and keep the form simple.

2) Provide assistance - onscreen instructions, tool tips etc. Assure people you will not share their details with spammers and provide a link to your privacy policy.

3) Add hidden fields to the web form which are not seen by the person completing the form but which can be used to help your sales and marketing processes either by directing the lead to the right person, for example if they are from a specific marketing campaign or by gathering KPI information on numbers of leads for a specific campaign.

4) Spammers are a real pain these days. use a 'captcha' function that is a simple number or letter based image that real humans need to key in to proceed.  The annoying 'bots' that spam people cannot read these captcha images.

5) Include links to other pages in your contact form - company blog, latest videos and so on.  Put these in your Thank You page too.

6) Introduce a polite, automated email that will send the details entered by the person back to them for reference. Include a promise in this email to contact them within a certain time frame and make sure you do so. Put your own contact details in the auto responder email.

7) Use a Customer Relationship Management (CRM) system.  Utilise a CRM web to lead function so your leads are automatically inserted into your CRM and then automatically assign them based on field values - eg. territorial assignment, product assignment and so on.

8) Assign someone to maintain your CRM, which can be used to automatically capture your website leads. We're constantly dumbfounded how some people have the time to manually fill in web forms with junk to send manual spam, they have too much time on their hands!  But this thing happens so it is advisable to assign maintenance of your CRM to someone so that they can clean out any junk leads that make it past the captcha function.

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For more details of how to use our award winning online business CRM solution Zoho CRM in conjunction with web forms and the above tips, please contact us here, or via phone on +44 (0)292 125 0065 or email on info at mangoho.com

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You may have seen lately in the 'news bulletin bar' in Zoho CRM an alert about the newest features that have been released by the Zoho CRM team. There have been quite a few - first and foremost the latest Zoho CRM releases are excellent and will definitely appeal to a wider variety of business of all sizes. In short, these are:

• Zoho CRM territory management
• Improvements to the existing Zoho CRM integration with social media such as Facebook and Twitter
• Improved integration with Zoho Campaigns
• Better functionality in Zoho Support, Zoho's online customer support (helpdesk) software
• Custom modules', which allows you to create custom modules that suit any type of business

We have created a detailed article on the new functions as we feel they relate to a common theme we're proud of being Zoho Partners, and that is 'choosing a CRM solution hosted by cloud service providers who listen to their user base'.

More details of the above new features and insights into how Zoho do listen to their user base to improve their product can be found here.

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If you would like to know more about how Zoho CRM can be used to improve your business please contact us here, call us on +44 (0)753 878 1619 or email us at info at mangoho dot com.

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The new app from Zoho, the Zoho CRM business card scanner, snaps a business card and then automatically senses the information on the acrd and imports that directly into Zoho CRM.

The app can recognise business cards in English, Dutch, French, German, Russian, Spanish and Swedish and also the contacts' addresses are automatically located on the Google Maps app.

This means is that the Zoho CRM contact fields are automatically updated directly from business cards when you are at sales and marketing events, conferences, seminars, conventions, meetings and trade shows etc., greatly speeding up and making the whole lead/contact capture process.

The Zoho CRM business card scanner app is currently available for iPad and iPhone and an Android version is coming out soon.

Contact us here for more information on this and other mobile Zoho apps including those for Zoho CRM, Zoho Projects and Zoho Invoice.