Sunday, July 9, 2017
Tuesday, June 27, 2017
Zoho CRM is one of the most powerful CRM platforms in the market. A common process used by maverick entrepreneurs is the creation of Quotes under each Contact or Account as part of the Potential opportunity stage cycle.
Each Quote allows you to add multiple products so your Client can get an estimate on the cost with a very granular description of all the pricing and components of your product or service. However, when you manage multiple products with a different price tree structure the complexity can easily become a hassle to handle when different Qty´s have multiple prices.
With the use of a simple custom function integration and the Price Books module in Zoho CRM you can incorporate an update task workflow and trigger automated price updates to the Quotes Modules based on the Qty entered into the item row.
There is a catch! Prices will not update instantly on the Edit view, but will reflect the modification once the page is updated. Therefore, if your pricing structure is a complex maze of prices for different Quantities you are better off letting an automatic script handle your pricing calculations.
Monday, December 12, 2016
Fields Mapping for Woocommerce Zoho CRM Integration
Woocommerce Zoho CRM Integration reportWoocommerce Zoho CRM Integration supports Woocommerce 2.2.x version.
Road mapIf you have want the further features that is not supported in current version, do not hesitate to contact us.
Thursday, December 1, 2016
Wednesday, November 2, 2016
Tuesday, October 25, 2016
Zoho CRM 2016 is now available. Zoho unveiled the new edition of its Zoho CRM. The greatest liberate ever brings multichannel sales, a manufacturer-new e-mail client for salespeople, a marketplace developers can join with end users, and different points. Multichannel guide for cell, email, are living chat, social media, and in-grownup conferences will let your crew make the most of each interaction at a moment’s word. the new gamification layer Gamescope makes it possible for to installation peer-to-peer contests for your teams and make selling fun. that you could use badges and trophies to reward top-rated practices and keep your crew influenced and notice who your true performers are and who could use some extra teaching with insights from advanced CRM Analytics. Zoho marketplace offers extensions from essential SaaS companies, including MailChimp, SurveyMonkey, Zendesk, Eventbrite, field, DocuSign, SignEasy, Webmerge and SMS-Magic.
Friday, February 28, 2014
French writer Antoine de Saint-Exupery is a great reminder that often, less is more and the best thing to do when you start setting up your ZOHO CRM system is to ELIMINATE all the fields you are not going to use in each Module.
Think hard about the fields that you really need and how you are going to use them. It will clear your head, your system & your business process. Good Luck & may the force be with you....