Category Archives for "zoho"

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.

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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.

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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.

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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.

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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.

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How to connect Zoho CRM and Mailchimp

Zoho CRM and mailchimp, both solutions are very popular in its own segment. But often people need a connection between these two. For example, I am using both Zoho CRM and Mailchimp. I don’t want to copy information of one portal into another and as a simple solution I will search for an integration between these two, let’s see the best ways to do it.

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