Showing posts with label zoho. Show all posts
Showing posts with label zoho. Show all posts

Thursday, May 3, 2018

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

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.

Wednesday, December 20, 2017

The all-new Zoho Campaigns is here!

Email marketing is no longer a simple, one-message-fits-all activity. Today it is a complex exercise which requires understanding your subscribers’ behavior and interests in order to see results. Targeted, relevant, and personalized messages are the way to make every subscriber feel unique.
We developed the new Zoho Campaigns with this in mind, and it is available for all users starting today.
Email marketing automation software - Zoho Campaigns
Here are some of the highlights:
A fresh new look.
This is the most obvious change that you will notice when you switch to the new version. Our polished interface is designed to improve the user experience and help you achieve your goals faster.

Drag, drop, and deliver.
The design of email templates is one of the primary factors that determines its success. The new editor allows for complex, responsive template designs through a simple drag-and-drop interface. The template gallery is also loaded with a number of new designs for almost every occasion.

  • Preview designs on multiple devices: We have teamed up with Litmus so you can see how your templates look on various devices and systems before sending your campaign.
  • Design to improve engagement rates: Adding pre-header text, attachments, and links to social media profiles is easier than ever now.
  • Template version: Each template iteration is saved so that you can seek the history behind your final design.
Personalization at the time of open.
Personalization goes beyond just the first and last names. More subscribers will engage with your email if your messages feel like they are written specifically for them. Dynamic content shows different sections of your template based on the information that you have about your subscribers.

As a marketer, you can craft multiple messages for different users, and Zoho Campaigns shows the most relevant content for them, right when they open their email.
Automation that works for you.
Effective automation is a huge time-saver for marketers. We have added a number of customizable autoresponders that put email campaigns on auto-pilot. The new version has a lot more triggers and workflows that allow you to send follow-ups based on audience behavior and actions.
Trigger emails based on subscriber actions
Reports to help you plan your next move.
Performance reports are most effective when they guide your actions to increase conversions. Whether it is your mailing list health or subscriber engagement, now you see detailed reports at every level of a campaign. Once your campaigns are running, the customizable dashboard shows you a summary of your email marketing performance.

Email marketing that follows the rules.
Zoho Campaigns has always provided tools that allow marketers to conduct successful permission-based email marketing. In this latest update, we are introducing email limits that can control the number of emails that any subscriber receives in a particular period. You can set this based on what works best with your audience.

Become more organized.
Our updates were designed to make the marketer’s life as easy as we can make it. The new version lets you get your work done as quickly and accurately as possible.
Create custom roles for your users
  • User roles and privileges: Now you can set permissions for different types of users working on your campaigns and define roles for each team’s unique needs.
  • Folder and Favorites: Lists, campaigns, and reports can now be grouped so that you see only relevant information. Favorite your most frequently used page in your account to reach them in just a single click.
  • Managerial Approvals: If you have more than one person working on your team, you can add managers make final decisions on your email campaigns.
There is a lot more to explore in this updated version and plenty more to come in the days ahead. We hope you like what we have built, and as always, we would love to hear your feedback!

Wednesday, December 6, 2017

How to properly set Subforms in Zoho Creator Part 3

The first step is to have the Subtotal or Total field value in the Order Form. Normally this would be a currency field or decimal field if you need to consider 1 or more decimals into your calculations. If not you can also set it the field as a Numeric value field. Our example uses a currency field.

Second you need to think about the places where the script to aggregate the rows needs to occur. in our case there are several places. On Add Row, On Selecting a new Product, On Changing the Qty amount or the pricing. Its important that all scenarios are considered otherwise your calculations may not be properly aggregated if it encounters a scenario that you have not considered in your scripting yet.
Last but not least, the script below is ready for you to copy and paste into your application. Assuming of course that the field names of your Order Form are named exactly as our test application.


if ((row.Price  !=  null)  &&  (row.Qty  !=  null))
{
    row.SubTotal = (row.Price  *  row.Qty);
}
t = 0.0;
if ((row.Price  !=  null)  &&  (row.Qty  !=  null))
{
    for each rec in Item_Details
    {
        t = (rec.SubTotal  +  t);
    }
}
input.Subtotal = t;
Do not hesitate to contact me if you have any questions. I would be more than glad to help you buil an amazing online database application with Zoho Creator.

Friday, December 1, 2017

How to properly set Subforms in Zoho Creator Part 2

To build a robust Order form in zoho creator you need to be able to automatically "fetch" the information about a product and let the system pre populate the subform with pre existing data in the Products Table.

First, you need to have a Products form with all the relevant information about the Product. Price, Description, etc.

Second, you  need to fetch the Product information based "On user input" inside the items Subform and add the below deluge scripting.

prodct  =  Products  [ID == row.Product];
row.Description = prodct.Description;
row.Price = prodct.Price;
row.Qty = 1;
if ((row.Price  !=  null)  &&  (row.Qty  !=  null))
{
    row.SubTotal = (row.Price  *  row.Qty);
Subform Zoho Creator

Monday, December 12, 2016

Woocommerce Zoho CRM Integration

Woocommerce Zoho CRM integration is a plugin which is built on top of Woocommerce help easily synchronize Woocommerce customers and orders with lead and account and contact of Zoho CRM.

Features 

    woocommerce zoho crm integration
    woocommerce zoho crm plugin
    woocommerce zoho crm integration module
    woocommerce zoho crm function
    woocommerce zoho crm integration features

Configuration 

Fields Mapping for Woocommerce Zoho CRM Integration 

Woocommerce Zoho CRM Integration report

Woocommerce Zoho CRM Integration supports Woocommerce 2.2.x version.

Road map

  1. Synchronize Product of Woocommerce to Product in Zoho CRM
  2. Synchronize Order of Woocommerce to Order in Zoho CRM
  3. Extend Rest api of Woocommerce for bi-direction synchronization
If you have want the further features that is not supported in current version, do not hesitate to contact us.

INSTALL PLUGIN

Wednesday, November 2, 2016

Zoho integration for Python and Plone CMS

Zoho is an internet application company competing with Google Apps, Microsoft workplace and others.
Zoho provides a extremely extensive set of browser based functions from textual content modifying and spreadsheets to assignment management and consumer relationship management (highlighted items should still ring a bell for small application building agencies). principally the final one, CRM, is a extremely beautiful deal as you get a hosted complex CRM utility with API functions for extremely reasonably-priced or free fee. Small agencies don't seem to be always wealthy enough to head for Salesforce API supported edition which would be 135 € / month / consumer.
mfabrik has been working on Zoho Python bindings as we use Zoho internally.
Zoho API is HTTP GET/publish based mostly.



  • Authentication, which is referred to as a ticket in Zoho language, is HTTP publish with custom undeniable-textual content responses. The same authentication mechanism works in-browser (Javascript) and for laptop-to-computer verbal exchange as far as i do know
  • Most features can also be performed as HTTP put up or GET. in case you should input compex records (like CRM leads), you’ll do it as HTTP submit of customized XML payload
  • Some services expose the output as JSON for HTTP GET, in order that it will also be without delay consumed internal browser Javascript

  • mfabrik.zoho is a GPL’ed Python library which provides primary amenities for Zoho API calls. presently the characteristic set is awfully CRM weighted, even though it can be conveniently increased for different Zoho purposes.
    mfabrik.plonezohointegration is a Plone CMS add-on product which marry Plone and Zoho together. The add-on offers a manage panel the place that you would be able to enter Zoho API key details for Plone. forms for CRM lead era are supplied as standalone and as a portlet (you could see them in motion on our web and blog site).
    The supply is hosted on Github, so that you can with no trouble beginning tailoring it in your own firm needs. I happily settle for all merge requests, proposing that unit checks for new aspects are included. in case you don't think at ease with Python programming, but nevertheless wish to integrate Zoho to your systems, please contact us for extra help or check current API integrations.

    Related Books

    Monday, September 2, 2013

    How to custom Style your Forms, VIews in Zoho Creator with the least amount of code



    Hello everyone. The objective of this video is to show you how to easily customize the style of a form or a view, in Zoho Creator. So the first thing that you can do is go to creatorscripts.com. This is my blog, where I keep updating information about handling Zoho Creator and I have already added some links to apps that are worth having, including the Zoho Creator Styles. You can also find this Zoho Creator Style app in the marketplace of Zoho Creator and this application was developed by Shrine. And once you install the app, if you go to your account, you will see it display as Zoho Creator Styles. So for the objective of this example, I'm going to show you how this application that I built uses Zoho Creator Styles. In here you can see that my buttons, the fields, the height of the fields, the length or the width, are obviously built within Zoho Creator, but if I wanted to change the background core when the user hovers over the button, I would have to go to each form or view inside my application and update the specific HTML parameter that refers back to the color. I mean, obviously if you have multiple forms in your application, this is gonna be quite a task, for example in this case there is another form that uses the same back ground color. So if I wanted to do this manually, it would take me a while. However, thanks to Zoho Creator Styles, you can now easily incorporate or change the style of your forms. So all you need to do is access your Zoho Creator Styles application, go to your styles, and obviously l have a theme already added here that it's Astro for the application that I just show you. So I'm going to go to the background, button background color, which is orange right now. Right? I'm going to change this one and let's put it in red, let's see what happens. So, notice that all I did here is change a record in this application. And now, if I go back to the application that I just showed you, you will see that the buttons in my application have been updated to red. So you see instead of having to go into every single form, just by changing one record in Zoho Creator Styles, I have achieved the updating the color for every single page in my application. Now, you probably are wondering how did I accomplish this? Obviously all the instructions that you need to know are explained in the Zoho Creator Styles application. But the very key, it's right here and I'll highlight it for you. On an HTML page when you drag forms or view into the page, you only need to include this little piece of code right after the Zoho Creator header parameter. And it refers first back to the application, Zoho Creator Styles and then the name of the function and then whether it calls a form or a view and then the name of your theme. Once that's it copy pasted in your application, every change that you do back in your form would be automatically updated. So, there you have it. Don't forget to check Creator Scripts for more information. And go download your Zoho Creator Style application, you'll enjoy it. Thank you.