Zoho Invoice vs InvoicEra

Zoho Invoice is a powerful tool that has been consistently gaining market share because it lets you send professional invoices, automate payment reminders, and accept card payments online, faster than ever! but what really sets Zoho Invoice apart is a large number of features it offers vs its main competitors not to mention the price. Below are just a few features to highlight along with a detail list of comparative features vs Invoicera.

Brand your invoices

Choose a template from our gallery and give it a personal touch. Zoho Invoice lets you carefully craft your invoices to fit your brand.

Create multilingual and multicurrency invoices

Send invoices to your customers in their currency, make base currency adjustments, and easily analyze the revalued balances. Zoho Invoice is also multilingual and speaks 10 languages. (German, Spanish, French, Italian, Chinese, Dutch, Portuguese, Brazilian Portuguese, Swedish, Japanese)

Sign your invoices

Use your digital signature to prevent invoice forgery or tampering. Our Zoho Sign integration ensures the highest level of security, compliant with ESIGN and eIDAS e-signature laws.

Send your invoice by mail

Zoho Invoice professionally prints your invoices, seals them in envelopes and mails them to your customers for you.

Set invoices on autopilot

Set up a recurring billing profile, bill and charge your customers automatically.

Print and share invoice with ease

Create clones, print out a copy, or simply share invoice over email with your team and collaborate better.

Get real-time invoice reports

Run real-time reports on your sales, expenses and tax summary. You can also schedule key reports and receive them automatically by email.

Create, capture, and measure with the new Facebook Lead Gen features in Zoho Social

Ever since we introduced Facebook Lead Ads integration in Zoho Social, we’ve been taking copious notes from you. Up until now, you could have only a few standard form fields flowing into your CRM. This meant you missed out on the other prefilled data and custom questions that Facebook offers. So we set out to tighten this integration and debut highly requested features that go beyond the basic updates.

Without further ado, here’s what it means for you:

Capture everything that matters to you, in real time Facebook lets you collect as many as 20 types of prefilled data through lead forms—from the standard CRM fields such as name, e-mail, and phone number to Facebook-specific ones like relationship status and custom questions. As the saying goes, with more data comes more responsibility to keep your CRM clean and free from redundancy. There’s always a high chance that your Facebook fields reside in your CRM with a different label.

Let’s say that you want to capture the birthday of your target Facebook audience, while your CRM stores this data in a field called Date of Birth (you’re right, it’s a potato-potahto problem). How do you make sure fields from Facebook are matched to the right fields in CRM? Moreover, every time you run a new lead ad, you’d have to make sure you aren’t tampering with the fields in CRM—the basic nightmare of every sales rep! Seems like a dicey situation? Well, we’ve got your back! Now, you can manage the mapping of form fields from an exclusive tab called Lead Forms.

Once you link your Facebook ad account with Zoho Social, we’ll look up fields in yourCRM’s Leads module and map the standard fields automatically. You can go ahead with automatic mapping, or edit it to your taste. If you don’t find a relevant field to map, you can create a new one in CRM straightaway.

Furthermore, you can choose to keep all forms, or just specific ones, in sync with CRM.

Bring relevant campaign details into the big picture One of the prerequisites for lead nurturing is having the right set of criteria to define your sales workflows. This is possible only when you go beyond knowing the name and e-mail address of your leads. Where do they live? What products do they like? Which ad campaign did they come from?

When we began working on this update, we realized that these additional data points from your lead gen campaign are just as important. For instance, sales reps might want to follow up on leads who give a favorable response to one of the survey questions you’ve asked. Sales admins might want to assign leads generated from specific ad sets to reps working in different time zones.

Now you can edit the mapping of fields, like Facebook Page, Ad Campaign, Ad Set, and Lead Form, right down to your Ad Account details.

Sync organic leads from your lead forms Those of you who’ve extensively run lead ads will remember the times your form surprised you with organic leads (beyond your target audience). However, the lead count in your Ads Manager never gave even the slightest hint of organic leads. Going forward, you can easily find out the paid and organic leads from Facebook campaigns, provided you’ve created a field called Lead Type in your Leads module.

Run new lead gen campaigns and track results With this addition, you should find yourself making fewer trips to your Facebook Ads Manager. Keep track of the leads in sync with CRM, the status of all your lead gen ad campaigns and forms, and run lead ads—all under one roof. And, of course, the most notable change would be all of this in an all-new product design.

We’re constantly looking to improve this integration—and more—with your feedback. Have questions, comments, or ideas to share? Tweet to us @CreatorScripts.

G Suite vs Zoho Workplace: Which is better for business?

Google has been a dominating force in the productivity suite arena for a while now, offering an excellent - and some would argue better - alternative to the incumbent: Microsoft's Office 365 and Outlook email client. 

However, Google isn't the only productivity suite making moves. Zoho Workplace mirrors Google's G Suite, offering a similar suite of applications and email platform, aiming to provide an all-round package for businesses.

To help you decide between the two, we compare the two in greater detail and reach a verdict about which is better for business use.

Office suite

Both Google and Zoho offer a range of web-based software that offers similar capabilities within the workplace. 

Zoho recently launched Zoho Workplace, a suite of nine applications to rival Google's G-Suite. These are grouped under the headings, Create: Writer, Sheet, Show; Collaborate: Docs, Showtime, Sites; and Communicate: Mail, Cliq, and Connect.

Zoho's Flow tool also offers the ability to integrate a number of cloud-based apps into your email interface, such as LinkedIn or Slack. This could be especially useful for jobs which involve a lot of social media promotion, allowing you to update Twitter and Facebook feeds without leaving your email app.

You can also automate tasks across various different apps by using an intuitive builder where you can drag and drop tasks into a 'flow'. Alternatively, you can select a pre-built flow which automates routine but time-consuming processes.

Collaboration tools

Zoho's Cliq feature includes some of the capabilities offered by Slack - namely a 'real-time messaging, file sharing, audio/video call-making software built for work'. It allows members of a business to create different channels and groups to communicate quickly about various topics. 

An advanced search mechanism allows you to search the chat history for particular files or keywords. 

Similarly, G-Suite offers Google Hangouts where you can message, create groups, phone or video chat.

Zoho mail vs Gmail

Deciding on an email provider is a difficult decision for any new business, with a dizzying array of different specs and price points, it's hard to know which offers the best value in terms of your business needs. 

Gmail is the go-to email suite for many businesses, from startups to large enterprises. But before you settle for the most well-known brand, it's worth considering Zoho. The webmail and online office suite provider has been beefing up its offerings of late.

GoodFirms Declares Zoho Creator as a Leader in App Builder Software

Zoho creator is a robust app builder that enables businesses to create web and mobiles apps as well as run database applications without any infrastructure costs. Currently, Zoho Creator has secured its 1st position in the list of Top App Development Software at GoodFirms for offering ingenious and intuitive app solutions to their clients.

GoodFirms is a globally recognized B2B research and reviews platform that connects all the service buyers with the top technology software service companies they need to tackle business challenges. Here companies are listed with the strong proof of their work record. But, only the most highly recommended companies in each industry are acknowledged as leaders.

Zoho Creator is a low-code app development platform that lets you create and launch custom, mobile-ready apps on your own from scratch with Zoho's drag and drop interface. It also offers 50+ ready-to-use apps for small, medium, and enterprise businesses. Since 12 years, over two million custom applications are designed and deployed in App Stores by the Zoho Creator platform users.

Zoho Creator is the preferred app builder platform for those with no formal programming and deployment experience. Zoho Creator can also amalgamate with a range of other products, such as Zoho CRM and Zoho Reports. Collectively, these all products support businesses to accomplish the ultimate data management solutions.

About Zoho Creator:

Zoho Creator is the fastest growing, cloud based software to create custom applications. Zoho Creator enables the industries of all sizes to develop custom business applications and manage their own apps to have a better engagement with their customers.

About GoodFirms:

GoodFirms is a Washington, D.C. based research firm that aligns its efforts in identifying the most prominent and efficient software companies that deliver results to their clients. GoodFirms research is a confluence of new age consumer reference processes and conventional industry-wide review & rankings that help service seekers leap further and multiply their industry-wide value and credibility.

GoodFirms
4th Floor, St. NW
Washington DC

Contact:
Rachael Ray
Email: rachael@goodfirms.co
Visit us at: www.goodfirms.co

10 ways to get more out of Zoho

Zoho offers applications and services for nearly every business need. See how you can get the maximum benefit from this flexible CRM solution.

If you're one of the many small businesses taking your apps to the cloud, you may have come across Zoho. Though some might say Zoho is just a Google Apps knockoff, it's not. In fact, Zoho offers a few features and services not found in Google Apps. But it's not just about additional features. Zoho offers a number of options that will help you maximize the groupware tool for your small business. Here are 10 things your organization can do to get more out of your Zoho account.

1: Go Mobile

Zoho has both a mobile-friendly website and a few handy apps for your smartphone. The current roster of apps include Zoho CRM , Zoho Invoice, Zoho Docs, Zoho Projects, and Zoho Today (for Projects). Each of these apps allows you easy access to your Zoho account. For accessing your Zoho email, the best tool is the mobile web page. But for accessing your Zoho CRM or Projects tools on the go, the mobiles apps can't be beat.

2: Integrate with Google Apps

Zoho is now integrated into the Google Apps Professional- and Enterprise-level accounts (not the free accounts). This means you can enjoy seamless integration of your contacts and users. The Google support isn't activated by default. It is done through your Google Apps super user account by adding the Zoho service through the marketplace (search for Zoho Support).

3: Take advantage of the add-ons

Add-ons are among the biggest draws to Zoho. If you're not using some of the many add-ons, you are not making the most out of Zoho. Log into your account and you can test drive CRM, Campaigns, Invoice, People, Recruit, Sites, Reports, Meeting, Discussions, Planner, and many more. With the addition of these tools, you can make Zoho a one-stop shop for your small business office. The only thing missing is a point-of-sale system.

4: Use groups

With Zoho, you can create and manage groups. You can use them for group chat as well as document permissions/sharing/management. This feature really applies only when your company has enough users to warrant the management of groups. (SOHO and very small businesses probably wouldn't benefit much from this.) You can create two kinds of groups: Personal (share files and group chat) and Organizational (chat session, send group mails, share docs instantly). Members of the Organizational group must have a Zoho account.

5: Manage security

Zoho enables you to beef up your security. You can allow only certain IP addresses, authorize specific websites, manage linked accounts, check active sessions and authtokens, check on activity history, enable https usage, and even close the account. With the IP pass, you can enable single IP addresses or IP ranges. The list of authorized websites allows only those sites to gain access to your information.

6: Link accounts

You can link various accounts to Zoho. Facebook and Google Apps are the two most helpful. In fact, linking your Zoho account to a Facebook account allows you to associate Facebook profiles to leads and contacts to help you gain precious information about clients (or future clients). Linking Facebook also is helpful because it will enable you to share your email campaigns on your Facebook account, thereby gaining even more traction and audience.

7: Upgrade

That free account will get you only so far. You get a limited number of groups, limited storage, limited schedules and reports, limited customers and invoices... the list goes on and on. The nice thing about Zoho is that you can upgrade what you want. Want to keep your free mail account, but upgrade your Invoices? You can do that. Want to upgrade your Recruit app, your Invoice app, and nothing else? You can do that as well. And each apps upgrade will offer different benefits.

8: Run a campaign

One of the most powerful tools offered by Zoho is the Campaigns app. With this tool you can create powerful email campaigns as well as social post and page campaigns. The Campaign app allows you to import your contacts from your Google account, sync your CRM contacts, or import from a file. Building the contacts is the first and most important step in getting the most out of Campaigns. Spend the time to do this right (and always continue building) and Campaign can easily become your go-to tool for marketing.

9: Build your own

Zoho Creator allows you to build your own customized online databases and forms. With a simple drag-and-drop interface, you can create basic to incredibly complex databases to meet just about any need. You can either build the database from scratch or select from a number of prebuilt databases to work with. The form builder is a true drag-and-drop interface with plenty of visual cues to help you build powerful forms for interaction with your databases.

10: Attend the Zoho User Conference

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If you're really serious about getting the most out of your Zoho account, consider attending the annual Zoho User Conference. The next conference is coming up soon (May 29 to 31, 2013). The focus of these conferences is product training. Much of the up-coming conference will be focused on Zoho CRM, but it will also include Project Management and how to better leverage Zoho for your small business. The cost for the conference is $299.00 USD (per user).

Take a look

If you haven't experienced the power that is Zoho, you should at least sign up for a free account and see what it has to offer your SMB. Follow these 10 tips, and you should be able to make Zoho bring out serious productivity for your company.

https://www.techrepublic.com/blog/10-things/10-ways-to-get-more-out-of-zoho/