Zoho CRM | APPSeCONNECT
Category Archives for "Zoho CRM"

Why and How to Integrate Zoho CRM with Zoho Reports

Integrate-Zoho-CRM-with-Zoho-Reports

The users of Zoho CRM already know that it has a built-in reporting and dashboard feature. However, if they have seen the capabilities of Zoho Reports then it would be easy to understand the entire vicinity of data analysis. Now, let’s see how we can integrate Zoho CRM with Zoho Reports!

Continue reading

What is the Easiest Way to Migrate from Zoho CRM to Salesforce?

Migrate-from-Zoho-CRM-to-Salesforce

Both Zoho CRM and Salesforce CRM are leading Cloud based CRM Platforms in the market where Salesforce Automation is offered as Software as a Service (SaaS). Often SMEs choose Zoho CRM because it is easy to use with lower cost and their requirements are pretty much straight forward. As the Zoho CRM usage increases, the need for Sales and Marketing Automation arise. It is this point that the organizations plan for a change and the easiest option that they get is Salesforce CRM. Here is the easiest way to migrate from Zoho CRM to Salesforce CRM.

Continue reading

Zoho CRM vs Salesforce CRM – An In-depth Comparison

Zoho-CRM-vs-Salesforce-CRM

A few days earlier, one of our clients asked us, “ We are facing some issues in managing our customers and prospects. I am searching for a CRM and currently, I am evaluating both Salesforce and Zoho CRM. Which one would you recommend me? Which one is better?”
In today’s blog post, I will cover this vital question for many organizations: “Should we choose Salesforce or Zoho CRM?”

Continue reading

Zoho Introduced Amazon Connect Integration in Business Apps

Zoho-Introduced-Amazon-Connect-Integration-for-Business-Apps

Zoho recently created a buzz in the market by announcing the integration of Zoho CRM and Zoho Desk with Amazon Connect, a cloud-based customer contact center service offered by Amazon Web Services (AWS). These integrations streamlines sales and improves the productivity, customer engagement as well as communication.

Continue reading

Integrate your Outlook Emails with Zoho CRM via BCC Dropbox

If you are using Zoho CRM in your organization, it is likely that you have evaluated Zoho Mail for your internal or external communication. With Zoho Mail, all email conversations are present in one single place – in your Zoho CRM and at any time you can easily access all information exchanged with any customer, potentials, vendor, etc. right from your Zoho CRM. In today’s blogpost, I would describe what is BCC Dropbox and how to activate BCC Dropbox in Zoho to automatically push your Outlook emails to Zoho CRM.

Continue reading

How to Assign Leads directly in Zoho CRM?

For every organization working with B2B or B2C industry, Leads are one of its primary resources. They play one of the most important role in any organization’s Sales and Marketing department. Leads can be obtained through various resources – extensive marketing campaigns, seminars, trade shows, etc. Your approach on how your organization is managing these Leads, extensively determines your success rate.

Continue reading

Major Updates of ZOHO CRM 2016

Traditional email puts the most recent emails on top, but as a sales person, you know which deals matter most to you. Configure your CRM intelligently and your emails will be classified by labels. You can assign filters based on any criteria, ranging from deal size, source or closing date. Reference whole contact history, scan your notes, tasks and accordingly craft your emails.

Continue reading

Sync your Zoho CRM Leads to MailChimp

Though there are various strong contenders among email marketing softwares, most of us often prefer MailChimp as a mass-email marketing tool. Similarly, Zoho CRM with its features, pricing, support has carved its own niche in the CRM world. If used properly, these two brilliant tools can be powerful weapons to run a successful email campaign.

Continue reading

Learn how to connect Outlook to Zoho CRM

Do you use Zoho CRM for maintaining your sales cycle? It is certainly an excellent tool for streamlining your organization-wide sales with sophisticated sales force automation features like lead management, account management etc at competitive pricing. With a 360-degree view of your complete sales cycle and pipeline, you can make better decisions and close deals more easily.

Continue reading