Zoho is a web-based suite of applications, enabling businesses to carry out all of their tasks efficiently and effectively. It is one suite with more than 40 applications for businesses to make the most of. In this guide, we are going to reveal everything that you need to know about Zoho and the different options that are available.
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The apps available can be split into a number of categories, which are as follows: business processes, HR, finance, productivity, collaboration, communication, support, marketing, and sales. Let’s take a look at each one…
Now that we have provided you with a basic overview of the different applications that are available when using Zoho, we are going to take a look at some of the main Zoho apps in further detail.
Zoho mail is an exciting and feature-rich email platform. It provides a mixture of powerful features and a minimalist and clean interface, which is free of advertisements, and is geared for professional and business use. You can expect a clean and fast experience. When compared with desktop email clients, you will find that the features that are contained in the Zoho mail product either match or surpass what is available with the well-known desktop clients.
You can use Zoho Docs with this app. This means that your team has the ability to create documents, spreadsheets, and presentations, as well as collaborating, and editing text. This enables you to enhance the productivity of your office and work faster and smarter.
Now, we are going to take a look at some of the different features you can expect when using this application so that you can get a better understanding of how this app will benefit your business and enable you to work more efficiently.
Outbox - this is where all of your emails will reside for a few minutes before they are sent. This enables you to proofread and edit your emails before you send them to the desired recipient. You can change your settings to determine how long emails will stay in this part of the application. You can choose anything from one minute to 120 minutes. If you change your mind and decide that you do not want to send the email, you can simply delete it.
Templates - you will have the ability to create email templates that you can use again and again for those emails that you send on a repeated basis. For example, if you send invoice emails to clients on a monthly basis or you send report emails to your colleagues at the end of every month, instead of having to start an email from scratch each time, you can simply draft an email and then save it as a template. Every time you want to send this sort of email, you can simply open the template and send it again, which will save you a great amount of time.
List emails from the sender - Zoho has also created a convenient hack that enables you to locate emails from a certain sender without actually having to search them. All you need to do is right-click on an email and then you will be able to select an option that states 'list emails from sender'. You will then be able to see all of the emails that you received from that person.
Folder specific notifications - while it is impossible to simply lower the number of emails that you receive, this application does have a handy feature that will enable you to lower the number of notifications that you get. You can determine the folders for which you would like to receive notifications for and Zoho mail will then ensure that you do not receive notifications for all other emails. After all, if there is one thing that can halt productivity in the modern workplace, it is responding to all the email and social media notifications that we receive as we receive them. This handy feature will enable you to only receive notifications about those emails that you deem urgent. You can then set aside some time throughout the day to deal with all the other emails rather than having them disturb you while you are trying to work.
Keyboard shortcuts - another great feature of this application is that you will be able to use keyboard shortcuts so that you can work more efficiently. For example, you can press C and M to compose an email. You can also press G and U together to see all of your emails that are unread. There are more than 50 keyboard shortcuts to help you navigate around your inbox easily.
Scrub - this is a feature that enables you to clean up your inbox quickly by archiving or deleting email messages involved. No matter the folder, you will be able to choose up to 5 senders and you can use this feature to delete or archive all of the emails that you have received from them.
Search - this application also has an advanced search feature that enables you to find the email you are searching for at a quicker speed, even if it is buried in your inbox. You can search through email using as many details as you know. For example, you can search for an email that has specific words within the email body or even the attachment, as well as being able to narrow down your search based on the date that the email was sent.
Night mode - when employees are sat at a desk all day using a computer, it is easy for their eyes to get tired because of the bright light. Night mode enables them to choose a dark theme, which isn't bright, and so it enables professionals to view emails comfortably at any time of day.
Filters - the final powerful feature that we are going to take a look at is what is known as filters. These give you the power to generate rules so that you can automate tiresome tasks and manage all of your incoming emails. For example, you can use this feature to mark the email as having been already read or to assign it to somebody else as a task. You can even create rules so that emails are automatically moved to a specific folder or so that they are highlighted when received from a specific sender.
Zoho CRM is designed so that businesses can attract customers as well as retaining and satisfying them. This CRM has won a number of different awards and is a great choice for anyone looking to grow their business.
Contact and lead management are at the core of this product's functionality. However, there are lots of great and useful features, including purchase control features and tools that will assist with sales pipeline management. When these features are bundled together, the benefits are enhanced considerably for any business. This is especially the case when you consider that they will be placed on an interface that is easy to use. The whole screen for this CRM has a navigation panel at the top for easy searching and 10 different components for improved functionality. However, one of the great things about Zoho is that you can customize the dashboard to suit your needs and requirements.
It does not matter whether you are running a large enterprise, small company, or you are an entrepreneur, you will be able to engage with customers in different platforms, as well as tracking your sales, and automating daily company activities. Plus, you can easily take this product with you no matter where in the world you are because it works via mobile and so this means you can get real-time information.
Another good feature of Zoho CRM is that you are enabled to enhance the functionality of it because it can be integrated with other popular applications. Not only does this include the Zoho productivity products but also includes connectors like OneSaas and CloudWork, which are cloud-based, as well as Google apps, ConstantConnect, QuickBooks, MailChimp, and Microsoft Outlook.
Now that you have a good understanding of how this CRM works and the different features that are included, we are going to take a look at the benefits in further detail.
A lot of other business applications out there only enable you to work on other products that have come from the company. This is not the case Zoho. While you can, of course, connect this product with all of the other productivity apps that Zoho provides, It is also possible for this CRM to be integrated with a wide range of other popular applications, including Google apps like calendar, docs, and Gmail. This means that you can improve the base system considerably with complementing applications.
A lot of the business productivity tools that are available today are yet to go mobile. This is not the case with Zoho CRM. You will be able to use a dedicated and special mobile edition for iOS and Android. This means that you can always stay in control of your customer base no matter where in the world you are. You can send invitations directly from your mobile device, as well as accessing sales cycles and controlling customer actions.
We can no longer deny the impact that social media is having on businesses today. No matter whether you like it or not, there is no denying that a large portion of customers today are coming from the likes of Facebook, Twitter, and Instagram. This is why it is of huge importance to have this sort of CRM that enables you to link your social media pages with all of your services and products. This is exactly what you can expect with Zoho CRM. You will be able to follow the behavior of different people on social media pages so that you can categorize them into contacts and leads. This enables you to connect with people differently and send invitations so that they can take a look at what your business has to offer.
Needless to say, there are lots of great tools that are associated with Zoho CRM. However, one of the most popular and beneficial tools is a useful Opportunity Tracking tool, which gives you the ability to see exactly where the consumer is in the sales cycle. You can also craft more fitting messages by seeing information such as competitor profiles, contact history, and the size of the deal. This data is easy to access through an accurate and dynamic reports section. You can also target and identify leads that are currently inactive by using historical data. There are many different features that enable you to streamline your relationships so that you can make more profitable and intelligent business decisions. The notes section of this will display the content and the time of conversations that you have had in the past for a more logical and personal communication in the future. You can also use the business card view so that you can quickly and easily access all pertinent customer details in one window without needing to search or scroll.
Of course, it would not be right to talk about Zoho CRM without talking about how it automates daily sales tasks. This is the core value of this product. You will be able to import prospects from a number of different external parties and sources, for example, seminars, direct emails, trade shows, and such like, as well as converting website visitors into hot leads. Once all of these leads have been important, they will then be categorized and assigned an account manager based on the nature of the lead, enabling them to be converted into customers quicker then you would have been able to do so before installing this platform. You can also manage customer accounts easily and effectively. You can do this from the shared database. You will be able to track purchase history of every customer so that you can look for effective upsell and cross-sell opportunities. You can also view information about customers based on a number of factors, including status, account, location, and product. You can also measure forecast accuracy, identify team and individual performance, as well as editing sales quotas and accurately forecasting revenue.
Another one of the more popular products is Zoho Invoice. Zoho Invoice has been designed especially with sole proprietors and small-to-medium companies in mind who are looking to manage and create personalized invoices. A lot of photographers, writers, and creative designers that are looking to launch their start-up online use Zoho Invoices so that they can commercialize their freelance activities and give off a more professional brand image.
Zoho Invoice is easy to use. It enables you to manage, monitor, and share invoices from one platform. No matter the transaction, you will be able to put together an appropriate invoice. There are lots of pre-made templates and importing elements that are specific to your company is straightforward too. As you may expect with such a recognizable brand, you can easily generate invoices in any currency or language that suits you.
These are not the only reasons why Zoho Invoice has been championed as the best platform for small businesses and beginners. It is affordable too. Plus, the intuitive and simple interface of this product makes it easy to get to grips with. You can get rid of steep learning curves and complicated timesheets. You can also generate invoices, create forms, and adjust settings, as well as personalizing all emails, uploading your own logos and templates, and set up taxes and tax groups.
Not only does Zoho hold the status as offering one of the simplest and easiest-to-get-to-grips- with platforms for invoicing, but there are also a large number of distinctive benefits that you would not even get from the more expensive and complex systems that are on the market today. So, let’s take a look at these in further depth to give you a better understanding.
To begin with, you will be able to record foreign currency expenses and invoices to decimal precision with Zoho Invoice. You can also request that people pay you online utilizing any of their preferred gateways from all of the popular options, with PayPal being the most obvious. Moreover, to make life a lot easier, all transactions and operations relating to transactions are carried out from the same platform.
The Review feature is one of the most popular of Zoho Invoice. This enables you to see all of the critical data and information pertaining to your company at a glance. You can see data like which customers pay you on time and regularly, as well as which services and products are selling best. You can also rely on this tool to estimate how long it will typically take for customers to pay you. This is a critical tool in terms of managing your cash flow and prioritizing customers. You can also get data regarding how long it typically takes you to process payments too. Aside from this, expense tracking will also support the time tracking feature, which means you can follow up on your own payment, as well as displaying finances in visual graphs so you can get a better understanding of the data. You can also invoice reimbursable costs to clients.
Collaboration is also easy with this tool because it has been designed for teams. This means you can assign users easily, as well as managing permissions and roles. All of the data is protected. It is stored via external data centers as well as on the local server, which gives you peace of mind because you know that it can be recovered at ay time. It is also important to point out that data is encrypted too.
If that was not enough, as has come to be expected fro all Zoho tools, Zoho Invoice can easily be integrated ito your software architecture because it offers an open API and is well-integrated. There are not any restrictions in terms of what data can be important and exported from various systems. This is because all operations are conducted in the cloud, also meaning they are available via mobile devices.
As you can see, there are many different benefits associated with installing at Zoho at your business. This is a product that enables businesses to achieve everything thanks to the number of apps that are available and the wide functionality. It is designed so that you never have to look elsewhere to complete any tasks at your company. This is especially the case when you consider the fact that you can easily integrate Google Apps and any other tools and apps that you may already be using at your business.
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