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Zoho Corporation - Blog

Page: 1 | 2

Does Your Social Media Tool Talk to Your CRM? 3 Reasons Why It Should.

If you’re like most business owners, you’ve probably been using social media for your business for a while now – you create content, listen to what’s being said about your brand, engage your audience, and keep track of key metrics to measure the impact of your brand’s social media presence. And all that is great, but there’s an important piece you might’ve missed: This.

“Social media works best when it’s tightly integrated with your business instead of something you do in isolation.”

If you’re still treating social media as “just another marketing channel” and not something that’s integrated with your business, you could be missing out on a lot of opportunities.

Here are some of the ways in which you can make social media work for your business.

#1 Find existing customers and generate new leads on social media. 

You’re already monitoring social media activity around your brand on different social networks. But who are the people engaging with your brand?

For example, are you able to identify:

  • person x who just followed your brand?
  • person y who just tweeted out to you?
  • person z who just liked a recent post from your Facebook page?

Some of these could be existing customers, who already have a relationship with your business. And some of these could be new leads and prospects for your business. How do you differentiate between the two?

Well, for starters, try to choose a social media management tool that integrates with your CRM so you can easily associate existing contacts with those that already exist in your CRM.

If a customer tweets about your brand, you should be able to see relevant CRM info right next to their tweet. This makes life easier for your customers, because you don’t have to ask them for additional details. And then all you have to do is to reach out and delight them with a response that takes all the contextual details into account.

This solves one part of the problem – identifying existing customers who engage with you on social media. The second part involves identifying new prospects and generating leads from social media.

The results of a 2015 Influence Central survey reveal that 87% of consumers are more likely to buy from a brand they engage with on social media. No surprise there: every social media interaction with anyone other than an existing customer is an opportunity for lead generation.

Choosing a social media management tool that integrates with your CRM will help you ensure that you don’t miss out on these opportunities by letting you generate new leads from different social actions.

The best way to do this is to manually add each new lead based on the context of the interaction.

But, if the number of people engaging with your brand every day is really huge (a good problem to have!), manually generating each lead could get overwhelming. You need to automate this job by setting predefined rules based on certain social actions.

Apart from monitoring activity around your brand, you’re probably also monitoring discussions around topics that are relevant for your business – such as your competitors handles, business trends, domain-specific keywords, and hashtags. Each of these sources should generate leads for your business.

#2 Engage your customers and sell more with inputs from social media. 

What’s the next thing you could do with all the social media activity and information that your brand has access to? Look for signals and cues that can help you engage your existing customers and build better relationships with your leads and prospects.

Consider these situations, for example:

  • Someone new follows your brand and after checking their Twitter bio, you decide they might make an ideal prospect for your business (yay!)
  • An existing customer posts to your Facebook page about a problem with your product (oops!)
  • A hot lead tweets about checking out your competitor (uh oh!)

Each of these situations is an opportunity to engage your audience and build better relationships. But even businesses that CAN monitor all this activity are still missing important signals, simply because they don’t have the systems and processes to channelize them.

An easy way to fix this problem is to use a social media tool that’s integrated with your CRM (surprise, surprise!)

The person or team managing your brand’s social media presence should be able to pass on inputs from your social media tool to your CRM, either by leaving notes, or by pinging the contact owner directly.

#3 Track the effectiveness of your social media marketing efforts. 

And finally, if you’re doing everything I’ve talked about, you’re probably investing a great deal of effort trying to grow your brand on social media. You’ll definitely want to measure the outcome of these efforts.

You’re probably tracking some of the standard metrics such as follower growth and reach for your posts. But to really track revenue earned from your social media marketing efforts, you need to go a step further.

For example, you should be able to answer questions like:

  • How many leads did you generate from a particular post?
  • Which social network generates the maximum revenue for your brand?
  • How do the leads generated from social media compare against the leads generated from other sources, such as your email marketing campaigns?

It is important to get answers to questions like these, as they can help you shape your brand’s social media strategy. And the best part is that getting these answers is not difficult once you integrate your social media tool with the tool that helps you track revenue… Did somebody say CRM?

So make sure to choose a social media tool that comes pre-integrated with your CRM. But if that’s not a possibility for your business, it’s probably worth spending time doing the manual work required to sync data from your social media tool with data from your CRM to get these numbers.

One thing is clear though: the future of social media for business is about mapping data and information from social media to real business outcomes. If you haven’t already started integrating social media with your business, now is the time to start.


Publish Date: September 19, 2016 5:00 AM

Planned maintenance of our US Data Center

Dear customers,

As a part of our annual infrastructure maintenance, we will be upgrading our US data center infrastructure from September 3rd 2016 to September 10th 2016. While we carry out this upgrade, all Zoho services will continue to be operational.

We do not expect any major interruption and you should be able to continue using all Zoho services during this upgrade. We will post an update to this blog once the data center maintenance is complete. Meanwhile, in case you do experience any issues, please feel free to tweet us @zohocares or email us on

Thank you for your patience.


Publish Date: August 24, 2016 5:00 AM

Introducing Zoho CRM Mobile Add-On for Google Sheets.

It is not uncommon that small and medium businesses use Google Sheets to store and maintain customer information, until they come to realize the need for a CRM system to keep up with their growth. The first step in setting up a CRM system is to import their existing contacts from such Sheets into their CRM system.

Doing this on a desktop is not rocket science; this was the way it has been happening for years. But now that everyone’s workstations have become increasingly mobile, and that most of your work happens on the move, why should the task of importing contacts be left out?

We are happy to work with Google to introduce the Zoho CRM mobile add-on for Google Sheets that helps salespeople import their contacts from Google Sheets into Zoho CRM.

This add-on can be accessed from the add-ons section in Google Sheets.

While the current integration lets you import Google Sheets content only as contacts, we are working to expand this integration to work across all modules in Zoho CRM (i.e. you will be able to import your Google Sheets data into any module, including custom modules soon).


Publish Date: July 28, 2016 5:00 AM

Zoho CRM 2016 is ready.

Our biggest release ever brings multichannel sales, a brand-new email client for salespeople, a marketplace where developers can connect with end users, and much more.


Over the past couple of years, we’ve been hard at work crafting the new version of our flagship CRM product. We designed the new CRM to help you tackle multichannel sales in real time, to make email work the way a salesperson does, and to help organizations break sales records without breaking a sweat.

 So, today is the day we finally get to reveal everything we have in store for you. This is far and away the biggest release in Zoho’s history – and we’re pretty proud of it. With major updates to CRM, a brand-new email client for salespeople, an expanded apps marketplace, and exclusive developer tools and programs, we’re ready for everything.
There’s a lot to cover. Now the only question is: Are you ready?

Zoho CRM-2016

So, what’s new in Zoho CRM?

Almost everything, to be honest. SalesInbox and SalesSignals give you more context for every conversation. Expanded multichannel support makes Zoho CRM 2016 the most tightly integrated system on the market. Add advanced features like Page Layouts, Sandbox, and new customization options, and you can see we’ve gotten a major renovation. The only thing that hasn’t changed? Zoho CRM’s ability to help you close more deals in less time.


Multiple channels, one conversation.

Your customers are everywhere; your sales team needs to be prepared to engage them, no matter the medium. Zoho CRM’s multichannel support for phone, email, live chat, social media, and in-person meetings lets your team make the most of every interaction at a moment’s notice. Multiply your channels and start multiplying your sales.

Use SalesSignals for real-time information about how customers and prospects are engaging with your business. With notifications about when a new visitor looks at your website or a returning customer opens a marketing email, SalesSignals gives you the details you need so you can know when to reach out.



Automate and be productive.

Sell smarter, not harder. Find overlooked opportunities with Advanced Filters, and make sure you never miss an appointment by syncing Zoho CRM with the most popular calendar apps (including iCal). Flowchart based workflows and schedules take care of routine tasks so you spend your time talking with prospects instead of entering their data.

Advanced Filters

Play more, sell more.

Set up peer-to-peer contests for your teams with Gamescope and make selling fun. Use badges and trophies to reward best practices and keep your team motivated. See who your top performers are and who could use some more coaching with insights from Advanced CRM Analytics.

 Software that works the way you do.

Adapt CRM to meet your needs through customizable Page Layouts, buttons, fields, and functions. Sandbox lets you test changes to your CRM processes before you roll them out across your organization. Bring data from other Zoho applications into CRM through our native extensions, or use third-party integrations to push data to or from your favorite apps.

Check out What’s New in Zoho CRM for more information about all the latest features.

Zoho SalesInbox

Think inside the (in)box. Traditional email puts the most recent messages on top, not the most important ones. SalesInbox—the first email client built exclusively for salespeople—prioritizes your emails according to the deals that matter most. See the entire CRM context before you hit send.



Email that produces results.

SalesInbox cuts through the clutter by organizing emails from leads, prospects, and colleagues into separate columns. Set follow-up notifications with ResponseWatch and check in with customers and coworkers if they haven’t gotten back to you. And when you get that email saying that the big deal is sealed, just drag and drop the message into the Deals column and Zoho CRM automatically updates the record.




Turn unopened emails into closed deals.

Filter leads using information from CRM to segment your audience and send better messages. Dashboards and reports tell you which emails have the best open rates and which ones aren’t getting seen. Share succesful templates with your colleagues, and use analytics to understand what content gets the most clicks.

Go beyond the thread.

Let CRM keep track of the little details so you can focus on the big picture. Review notes, past messages, and deal history from a single place and pick up every conversation from where the last one left off. Give your salespeople deeper insights into their customers and watch your revenues go sky high.

Zoho Marketplace

Whether you’re syncing marketing data with sales stats or comparing ad spend to lead gen results, having tools that work together make all the difference. Bring all your business processes into one place by connecting Zoho CRM with your favorite third-party apps. The Zoho Marketplace offers extensions from major SaaS vendors, including MailChimp, SurveyMonkey, Zendesk, Eventbrite, Box, DocuSign, SignEasy, Webmerge and SMS-Magic.


Zoho Developer

Zoho has more than 20 million users: The Zoho Developer Program is the best way to reach them. Develop extensions that add additional functions to Zoho CRM, build connectors that integrate Zoho products with third-party applications, or design custom apps in Zoho Creator. Set your own price and sell your solutions in the Zoho Marketplace. This is as good as it can get.


We’re excited to spread the word about Zoho CRM 2016. We know that as soon as you see the new features and updates, you will be, too. Tell us what you think in the comments below, or help us get the message out on social media with the hashtag #ReadyToSell.


Publish Date: July 27, 2016 5:00 AM

How emojis have redefined business communications

A couple of years ago, emojis were almost exclusively used by teenagers. Today, people of all ages use emojis to add some levity to their written communication. With 92% of the online population using emojis, it’s no surprise that businesses have started to use them in their marketing. Emojis have helped them to add a human, playful touch in their communications.

This tweet from Aaron Levie, CEO of Box perfectly captures the mindset on how businesses should be using emojis, maybe. ๐Ÿ™‚


Here are some interesting stats from a recently concluded study about the frequency of the use of the “smiley” emoji across a range of age groups.

The beauty of emojis lies in the fact how they can be used across communication platforms like email, chat and social media. Here are a few brands that have successfully used emojis to redefine and add an interesting dimension to their business communication.

1) Chevy goes emoji

A+ to chevy for the nice little rhyme in their hashtag. Words were not enough for Chevy to express their new car so they opted for emojis and only later followed up with the decoded version of the PR.

2) PepsiMoji: Live for now

Pepsi took a fresh take on the cultural phenomenon of emojis. The ‘PepsiMoji’ campaign nailed it by candidly capturing street photos and replacing people’s faces with emojis. They took it to the next level by placing emojis on over 1 billion bottles and cans in 100 markets spread across the world.

3) Dominos: Tweet-a-Pizza emoji

Domino’s generated a lot of buzz on social media and among pizza eaters, when it announced the introduction of ordering pizza through their twitter handle by simply tweeting a Pizza emoji.


Zoho Emojis: Uniquely crafted and playful expressions for the modern workplace

Brands capture the attention of customers and prospects by using emojis in innovative ways.

Zoho realizes that emojis are an important part of communication, and how it can shape the culture of the workplace. We have come up with a set of emojis for unified communication across multiple Zoho products. Expressions for the modern workplace that you’ll not find in any other emojis collections.

These emojis were crafted with considerations about gender, demographic, and daily activities. We are also inclusive of left and right handers equally in our emojis.

Here is a depiction of how a single emoji evolves from the drawing board to the final product. First the concepts are sketched in pencil. The most appealing ones are filtered and colored, and then out of the color variants we pick a convincing and satisfying one.

We even stepped up our emoji game by including emojis that depict different climatic seasons and hey, did we mention peanuts? ๐Ÿ˜‰ 


These emojis keep communication light hearted and make collaboration even more interesting.

And before I forget, Happy World Emoji Day folks! Whatever you wish to say, we have an emoji for that ๐Ÿ™‚


Publish Date: July 17, 2016 5:00 AM

Zoho Mail: A Roundup Of All The New Features

Here’s a quick look at what new features the latest update of Zoho Mail brings to you.

CRM Integration

Nurturing leads and converting them into prospects, and turning prospects evaluating your product/organization into customers are crucial steps in the customer lifecycle management process. Communication is key at each stage, and needless to say email has been synonymous with communication for quite a while now. So let’s say you attend a trade show or a conference, and you pocketed a bunch of business cards while handing out your own as well. A couple of days later, one or more of them sends you an email, or replies to an email you sent out to them.

Congratulations, you have just acquired a lead for your business! Now, it’s very likely that the trail may go cold after a few emails get exchanged, and the email thread may get lost in the torrent of emails you typically receive over a few days. What now, do you let that golden nugget (possibly) of a lead fade away into oblivion?

The best way to ensure you never lose a lead, even long after the email trail has gone cold, is to save the information to your CRM database regularly. A CRM solution automates most tasks related to organizing customer information, making life a whole lot easier for you and your organization. And that is why, we connected the dots and bridged the tiny gap between your inbox and your customer database. Zoho Mail comes with in-built CRM integration. When you receive an email, you can click on the sender ID, and you get the option to ‘View CRM info’. This lets you do a few pretty handy things:

  1. If this is a new customer: You can populate the details for the new customer in the left pane, and save this new information to the CRM database right from your inbox. Additionally, you can attach notes with more detailed pointers about the customer/lead, anything you might think could be useful for later perusal. You can assign a task (say, ‘Follow up with customer X’) or create an event (‘Conference call with customer Y’).
  1. If it’s an existing customer: The right pane will show the latest information fetched from the CRM database for this lead/customer, including any notes you may have had saved, so you can pick up from right where you left off, in case it’s been a while.

With this seamless Zoho Mail-Zoho CRM integration, you’ll never lose track of a customer ever again.


We understand that the typical enterprise email address is (more often than not) inadvertently subscribed to over a dozen different group email IDs, and you receive a ton of emails everyday. It could get pretty exasperating to have to sift through all that clutter to find the emails that were actually addressed directly to you – the important emails that you shouldn’t miss!

Creating filters is one way to deal with this – siphon off emails to different folders so that only the important ones sit in your inbox. But if you want to clean up your inbox for good, and do so in a jiffy, you can just ‘Scrub’ away all those emails. Scrub lets you archive/delete emails in bulk, from particular senders, and you can select up to five different senders for one ‘scrub’. Scrub your way to a squeaky clean inbox.

Smart Compose

Zoho Mail’s social media-like features help reduce the time you spend in your inbox, and lets you get more work done. Adding another feather to that cap is Smart Compose.

Dive right into composing your email, and then just ‘@’ mention the user/users you want to send the email to (right in the body of the email). Their email address/addresses get added in the ‘To’ field of your email automatically. Just hit send once you’re done composing, and you’re on your way! Pretty neat right?

App Bookmarking

Save even more time by not having to type in your most frequently visited web URLs. Create an app bookmark for such URLs instead:

  1. Go to the ‘Bookmarks’ tab on the left pane of your Zoho Mail inbox, and click on ‘Create’.
  2. Copy-paste the web URL you want the bookmark app to launch, and optionally give a title for the app.

Bookmark apps you create this way, will be available under the ‘bookmarks’ tab as ‘apps’. Now, you can just launch them, like you would launch any other Zoho app from the hamburger app launcher!

Bookmark Apps you create will show up with a thumbnail preview, and you can create groups of bookmarks as well.

Gotta catch ’em all.


Publish Date: July 14, 2016 5:00 AM

Introducing Notebook, a Beautifully Simple Note-taking App

Whether you’re capturing a thought, creating a checklist, recording an idea, or snapping a moment, note-taking can be fun with Notebook.

We are excited to announce Notebook, a beautifully simple app designed to make note-taking enjoyable. It is available on iOS and Android, optimized for smartphones and tablets.

Notebook introduces the concept of ‘Note Cards’. Note Cards are built-in templates for capturing various types of content inside Notebook. The Text Card lets you capture anything in a note, while a Checklist Card lets you create, well, checklists. There’s also an Audio Card to record voice notes, and a Photo Card to snap moments. All Note Cards feature randomly generated colors that can be customized.

Notebook makes note-taking fun by providing an interactive experience. You can group Note Cards by pinching them together, then flick a group to view them. In landscape view, Note Cards behave like magnets when you group/ungroup them; you can even collapse your notes like an accordion.

Whether you capture your ideas through a quick note initiated from a 3D Touch or through the widget from the notification bar, Notebook lets you focus on your thoughts and not the tool.

Note Cards can be organized into Notebooks. Each notebook comes with a unique hand-drawn cover from our in-house artists. You can create your own covers by adding any image of your choice.

All of your notes are seamlessly synced across various devices and to the Zoho cloud. No matter which device you use, your notes are always up to date.

Notebook is free (and ad-free), just like our other productivity apps. We think you’ll enjoy the app. Download it and give it a try (iOS, Android).


Publish Date: July 12, 2016 5:00 AM

Zoho Recruit sends your job postings around the world.

Getting the most exposure for your job posting is vital to fill a job opening. That’s why Zoho Recruit partners with the world’s most popular and most relevant job boards to simplify the task of not only posting jobs that travel to every corner of the world, but jobs that job seekers will actually see. 

Until now, recruiters and HR professionals have been able to post to a number of job boards inside Zoho Recruit such as Glassdoor, Indeed and Juju.

And now, we are excited to announce that we have partnered with three more major job boards to extend your reach to a global audience of a billion job seekers. They are: Monster, Dice, Zip Recruiter.


MONSTER: When you post a job opening on Monster, the only place it doesn’t travel to is the moon. Monster is one of the world’s most popular and most visited job boards, and  is  the epitome of job boards’ market. With 2,800 jobs openings viewed every minute on Monster, your posting will be viewed and filled in no time. 

DICE: This job board is an industry leader for tech jobs.. Dice has been an emerging job board for over 2.4 million unique visitors each month. It is a single site to source millions of technology professionals.

ZIP-RECRUITER: One of the most visited employment websites in the United States and Canada, ZipRecruiter is not a job board, but a job distributor. Here, your employment opening is automatically distributed to 100+ job boards across the globe.

Starting today, your job opening can be posted to the three job boards and get in front of billions of potential job seekers across the world.

So why wait? Post your job now!


Publish Date: June 13, 2016 5:00 AM

Introducing the Zoho Mail Admin app: One App To Rule Them All

The new Zoho Mail Admin app gives business email administrators the freedom to manage 
organization wide email policies right from their smartphones.  
 We understand how demanding an email admin’s job can be. The hours are almost never 
ending, and you need to weather a constant barrage of requests. The burden is multiplied when 
your organization has a huge workforce, and/or is distributed across geographies and time 
zones. Business could come to a virtual standstill if email stops functioning even for ten 
minutes. That’s how long it takes you to grab a cup of coffee!  
Now, Zoho Mail admins need no longer wait to reach office to get cracking. Just pull out your 
smartphone, fire up the Zoho Mail Admin app and voila – you are wearing the admin hat again, 
effecting email policy changes. Wherever you are, whenever you want to. In less than the time it 
takes to grab a cup of coffee. Swag. 


Is a user locked out of their inbox?  Reset their password, in an instant.


Want to manage group settings,  or add/remove members? Check.






Want to allocate additional storage  to an Inbox?  Done. On the go.

With Great Power, Assign Greater Responsibility… 
Promote group members to admins if you want, and then some. With the Zoho Mail Admin app, 
you get 
โ—User Management: change user roles  
โ—Group Management: add/remove members  
โ—Password Reset: (duh!) 
โ—Storage Management: manage storage allocated to individual inboxes 
โ—Mail Moderation: monitor email contents before it’s sent to sensitive recipients. 
and there’s plenty more where that came from… 
The Admin app is empowerment. It enables you to discharge your responsibilities more 
effectively, even while affording greater convenience. So if you are The Chosen One aka a Zoho 
Mail admin, download the Zoho Mail Admin app.The one app to rule them all. 
Download it now:
P.S Coming soon: Assigning aliases, configuring email forwarding, and more. Watch this space for details.


Publish Date: June 9, 2016 5:00 AM

If Frank Underwood can speak and win people, you can chat and win customers.

Speech is power: speech is to persuade, to convert, to compel.
                                                                            – Ralph Waldo Emerson

Netflix’s political thriller series, House of Cards, is one of those rare television shows that evokes a balance between satire and seriousness, interest and intensity, and fact and fiction. The show’s protagonist, Frank Underwood, is equal parts of Shakespeare villain and Washington politician; and despite knowing he causes inevitable destruction to everything he touches, it’s hard to root against him.

Much of Underwood’s success comes from his communication and presentation skills. His speeches and talking points are carefully calculated yes, but he is also able to quickly improvise and think on his feet from moment to moment.

If you observe the manner of speech writing and delivery of great public speakers like Underwood, you will notice that their speeches are full of stories and personal anecdotes, gratitude and humility, inspiration, and an amazing sense of intimacy. So why as an entrepreneur or business owner wouldn’t you use these techniques in your daily live chat interactions with customers? Let’s look at four lessons you can learn from Underwood’s presentation skills.

1. Gauge your customers before framing your sentences.

Underwood is a teleprompter pro, speaking fluidly with natural pauses and inflections. He “glances and grabs” a phrase from the teleprompter while maintaining eye contact with his TV audience, giving the impression that he’s talking directly to you. He is a smart and agile speaker who tailors his way of speaking according to the target audience.

Most marketers already understand the importance of building buyer personas to target different customers. But you should also consider the tone you use in each support scenario. While chatting with customers, make sure you have a grip on who they are before diving into the specifics of explaining your product.

2. Narrate stories and give examples.

There’s nothing more mind numbing than hearing or reading a bunch of facts and figures. Anyone can recite numbers to an audience. A true marketer will weave a story around the information to create meaning and purpose for the audience. Frank Underwood has a distinct narrative and a powerful story for different situations. He beautifully crafts his sentences and taps into simple truths through storytelling.

Similarly, while having a conversation with your customer, instead of stating data or facts and explanations, dramatize it and explain with a story or an example. These help give meaning to information and makes your message unique. In the end, they produce experiences that become the emotional glue to connect with your customers.

3. Use notes as a guide, not a map.

“Is it okay to use notes while talking to clients?”  The answer is yes!
Underwood does this masterfully by glancing down to grab the next point from his notes without losing his focus on the audience. Underwood knows what he wants to say and uses his notes only to keep the facts straight and guide his delivery.

While chatting with customers, make sure you have notes ready. The proper facts and definitions of your products and features can be fixed as notes which can be altered according to the different types of conversations you have with customers. But like Underwood, they should only be your guide. Don’t rely on them too much and don’t be afraid to break away from them to meet a customer’s needs or to solve a problem.

4. Stand out from the competition.

From being the House of Representatives Whip to Vice-President and eventually President, Underwood gets things done. In the series, while other candidates or lobbyists use the same methodologies, Underwood channels his small town , layman roots to connect with voters, enemies, and colleagues. He remains “presidential” while using a more conversational tone through colloquialisms and stressing his Southern ways.

Underwood works the crowd, pans his body to be sure that he speaks to everyone in his audience, and steps closer when someone asks a question. Instead of repeating and following what your competitors do, create your own methodologies and stand out from the competition. Your customers will notice.

And just like Frank Underwood, use your best presentation skills in your live chats to engage with your customers and build long lasting relationships.


Publish Date: June 8, 2016 5:00 AM

500+ reasons why the Zoho Recruit-Zapier integration helps you manage your day better

As a recruiter, think about how many apps you use in a single day. Our smartphones and tablets beep constantly with notifications about incoming calls, upcoming tasks, and scheduled events. We’ve maxed out our device storage space downloading apps to make us more efficient, more alert, and more connected.

We are in no short supply of apps to make us work smarter and more efficiently, but keeping up with all of them can be overwhelming. Wouldn’t it be great if you could organize and connect all of your apps to make your workday instantly more productive? Now you can with Zoho Recruit’s integration with Zapier.

Zapier is a web automation platform with over 500 apps in its library so you can search and find all of the apps you use and connect them. Link the apps you use on a daily basis like Google Calendar, Quickbooks Online, or Wufoo with Zoho Recruit and automate workflows so you can sync appointments, contacts, and candidate applications across all apps and all devices.

How does it work?

The Zoho Recruit, Zapier integration is a simple process. All it takes is a few clicks.

  1. Create an account with Zapier.
  2. Link your Zoho Recruit account and other web apps you use with Zapier.
  3. Create zaps, which are automations created using triggers and actions, and connect the two Zapier-supported apps to each other.
  4. You have successfully automated the workflow.

You can check out our Help page, for more detailed instructions.

If you’re wondering what to start Zapp-ing with, here are some of the popular ones:

Happy zapping! Looking forward to your feedback.


Publish Date: June 8, 2016 5:00 AM

Zoho People gets a make over bundled with new features.

We are pleased to announce the launch of Zoho People 3.0. Zoho People, our human resource solution, is getting a better look and feel with a brand new UI. We present a sleek new interface designed for easy navigability and coupled with smart features to greatly improve your Zoho People experience.

No more worrying about performance appraisal seasons.

 The much awaited Performance Appraisal module is now in our list of supported features!

That time of the year can be stressful for HR personnel who have to constantly ask managers for performance reviews. Finally, Zoho People makes it easy to automate performance reviews and run performance management in a way that engages your employees.

Performance reviews helps to identify the skills of your employees and the places they can improve. With Zoho People you can set and track goals, gather 360-degree feedback, run employee self-appraisal and multi-level reviews. You can get insights on individual  and organizational performance with comprehensive performance reports.

Maximize your reporting capabilities with Zoho Reports integration.

 The new Zoho People UI greatly improves your reporting capabilities. Say you need to get a sales team travel expense report for the last three months, and need to categorize it based on stay, travel, food expenses, etc. Before, creating this report would have been cumbersome. But now, thanks to the tight integration with Zoho Reports, HR departments can extensively customize reports and gather valuable insights a number of ways.


 Take control with improved administrative features.

 As an account administrator, setting up your Zoho People account should be easy. That’s why we’ve enhanced the setup experience so you can import your employee details, configure approvals, and perform a number of other basic tasks quickly from the convenience of your administrator dashboard.

This separate admin dashboard  provides you easy access to important data like attrition and new joinee reports. You can also find it simple to customize forms, enable permissions, and making mass updates.

As always, we would love to hear from you. Try out our new version and let us know your feedback.

Tags : appraisal software / HR Software / hr tool / performance appraisal software / Zoho People


Publish Date: June 6, 2016 5:00 AM

5 reasons why your team needs to exercise your โ€œRight to a daily dose of humorโ€ at work

 #1: Humor lightens the atmosphere.

It takes courage to admit your mistakes, and humor makes it easier to own up to your blunders. Driven teams devote a huge chunk of the day in order to build world-class products and services, yet sometimes the best of intentions and efforts do not materialize into positive results.The ability to laugh it off and stay resilient is the only way to tackle and achieve the dynamic needs of today’s well-informed customers. In fact, many companies acknowledge the importance of infusing humor into everyday work practices.

Appster, one of the leading app development agencies, funds outings for employees to boost their morale. Appster also has a pet dog named Howl at its California office to lighten the mood of their employees after an exhausting brainstorming session.

#2: Humor encourages different ways of thinking.

Did you know that the squishy rubber handle of your toothbrush was a brainchild of IDEO, a remarkable design thinking organization? Something so mundane, yet so extraordinary.


David Kelley, chairman of IDEO, (an Albert Einstein look-alike and  think-alike, too) repeatedly attributes the secret of IDEO’s success to a work culture that infuses humor into everyday problem solving.  

#3: Humor disrupts monotony.

What is the point of spending a major portion of your life into producing excellent results,if the process is never enjoyed in the first place?!

Fresh ideas come faster in a fun place.

In a study of around 2500 employees, it was found that 81 percent of them felt  that having a fun working environment increased their productivity.  Keep the Jacks and Jills around you hip and happy.  Let the endeavors be as exciting as the end product.

#4: Humor breeds bonding between beers (hic) peers.

Some wild ideas need to be acknowledged. Uninhibited imaginations can create amazing innovations. Successful companies around the world nowadays encourage their employees to take these ‘creative breaks’ very seriously.

As a matter of fact, Ben & Jerry’s, one of the world’s most successful ice cream companies, advocates the infusion of humor into the company’s work culture which such level of seriousness, that they have created an employee committee called the “Joy Gang”, which arranges various for employees ranging from Pizza & Puttin’ to American Chocolate Week encouraging creativity & innovation as an inherent trait in the company’s work atmosphere.

  #5: Humor helps us stay human.


Humor helps us stay true to ourselves.

Southwest Airlines, known for its employee-friendly work culture, encourages its employees to have fun both on- and off-duty. David Holmes, a flight attendant popularly known as “The Rhythmic Ambassador ” raps the usually boring pre-flight safety precautions to the onboard travellers. Can you guess the impact of such innovative practices?

The airline company has been a huge hit among customers and serves a whopping 100 million of them annually. Customers “LUV” Southwest, and the employees do, too.

All thanks to the work culture that not only celebrates the customers, but also the employees.

Don’t take life too seriously. You will never get out of it alive.

                                                                                                      Elbert Hubbard



Publish Date: June 2, 2016 5:00 AM

Power up your Sales Analytics using Cohort Analysis

A cohort is a group of subjects who share common characteristics in a given time span. Cohort analysis breaks down the data from a given dataset, like a web application or an online game, by putting it into related groups, or cohorts, for further study.

Alistair Croll and Benjamin Yoskovitz state in their book Lean Analytics that “a cohort analysis helps a company to see patterns clearly across the life-cycle of a customer rather than slicing across all customers blindly without accounting for the natural cycle that a customer undergoes.

Cohorts can play an important role in analyzing and keeping track of important sales metrics. In this blog, we’ll discuss some scenarios that show how cohorts can be of value in sales analytics. This solution can be applied to the data present in Zoho CRM/Salesforce CRM or any such similar data source.

Cohort visualization is a great way to analyze customer retention for subscription-based businesses. We can do that analysis by grouping customers based on when they first subscribed to a service (which we term as a cohort). The percentage of retention can be plotted for each of these cohorts across a varying time scale. Here’s an example:

As you can see, the month when a customer’s subscription started (i.e. the Month column) is the main cohort. The retention percentage for each cohort is plotted across a monthly time interval (month 1, 2, etc.). The actual customer count corresponding to that cohort is given under the Customers column.

Say, for instance, you look at Jan. 2015. You have 153 new customers with you. During the course of the year, you can see the percentage of the customers retained. For month 1 (i.e., February), 99.35% of the customers are retained, for month 2, 98.69% and so on. A percent decrease means customers have left you while an increase indicates that the same customers who left you have returned after a hiatus.

For quick inference, values are color coded to indicate a rise or fall in retention. 100% is given a dark shade of green while any fall is given progressively lighter shades of green (like 99.35%, 98.69%, etc). Shades of red are given to very steep falls in retention (in this case, less than 60%).

Cohort tables like the above help in analyzing datasets across timelines. It also makes it easier for decision-makers to evaluate the trends and take necessary steps to increase the retention rates. The above cohort was created using the pivot table feature of Zoho Reports.

Extending the previous case of customer retention, you can also measure the performance of your sales reps based on the number of customers each of them brings in and how effective the retention has been. See the example below:

The percent of customers a sales representative retains every month can be taken as a measure of the quality of customers a sales rep brings in and how the customers are nurtured/taken care, post sales. Here, that percentage can be seen horizontally across the rows, while the performance of each of the sales reps for a particular month can be seen vertically across the columns.

You might have a thousand leads but not all of them get converted into opportunities (potentials/deals). Grouping those leads into cohorts can help you keep track of your leads, the percentage of conversion from leads to opportunities, and the percentage that were lost. Here is how Zoho Reports simplifies that task via a simple cohort:

Here, the first column indicates the time period for which the leads are created, the second column shows the number of leads brought in, and the subsequent columns indicate the percentage of conversion during each of the months from then on. By generating a report like this, you can use the month-to-month conversion data to start thinking about ways to increase your conversion rate. You can also see that maximum conversions happen within the first 5 months and that they start dwindling after that.

You can go a step ahead from tracking your leads to tracking how many of your opportunities (potentials/deals) get converted into wins. Here is a simple cohort exhibiting that:

Here, the first column indicates the time period during which the opportunities were created, the second column shows the number of opportunities (potentials/deals) brought in, and the subsequent columns indicate the percentage of conversion of potentials during each of the months from then on.

Although we’ve been talking about cohorts from a CRM perspective, we can extend that discussion to many other domains. So make sure you read our upcoming posts to learn more about creating cohorts in other areas. In the meantime, check out our solution page to get a step-by-step set of instructions on how to generate cohorts described in this blog using Zoho Reports.

Want to create your own cohorts?

Try Zoho Reports, for free!

Tags : cohort analysis / sales analytics / Zoho Reports


Publish Date: May 26, 2016 5:00 AM

Get more out of your Timesheet: Zoho Projects adds new options

Since Timesheet is one of our most popular modules, we are constantly working on improving your time logging and time tracking experience. As a result, we now have an enhanced version of Timesheet with added options and a different look and feel. Here’s what’s new:


User-based timesheet views

The default timesheet view used to be Group by Date. If you are the admin or manager of a large team, you may often want to see the timesheet reports for each of your employees working across different projects. You could do that by using the filters and manually selecting the users you need. To make this even simpler, in addition to the Group by Date option, we now have the Group by User option. With this option, you get a view of the timesheet entries in all projects listed out user-wise. You can also filter the results to show only the users who have not logged time.

Reports for a custom date range

In addition to the weekly, monthly, and daily view of entries, you now have the option to select a custom date range. If you wish to view the timesheet entries for a particular period, selecting the date range will do the job for you.

Timesheet report across all projects

You can now generate a report for the whole span of all your projects. This will give you a view of how each of your projects is doing in terms of the logged hours, the budgeted amount, the invoiced amount, and the difference between the two. You can also create smaller, time range-specific reports by applying the appropriate filters.

Client-wise timesheet report across projects

This is a timesheet report of all the client companies that have been associated with your portal. You can view the projects under each client company, how many hours have been logged for each, the budgeted and the expended amount.

Improvements in the Calendar and Gantt charts

We have also made a couple of useful tweaks to our Calendar and Gantt charts. The Calendar gets a makeover with better color variations and icon representations.

By default, the My Calendar and Gantt chart views display work items that only belong to you. If you are an admin or a manager who wishes to see work items of other users, you had to apply the filter to select the users you need. Now with our new enhancement, you can just close the “Me” filter to get a complete all users view.

We will continue to shape our product to give you easier and quicker access to your project data. So what do you think about these changes? We are all ears. Let us know in the comments below.

Tags : Calendar / client report / custom date / gantt chart / group by date / group by user / log time / project management software / project report / Time tracking / timesheet / zoho projects


Publish Date: May 25, 2016 5:00 AM

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