Thursday, September 14, 2017

What makes Zoho Mail so great to disrupt a 22 million user market?

Zoho Mail is a familiar hosting emails interface for businesses. Overtime it has gain traction according to google trends based on the searches people around the world do.
While India is an obvious country to show up on the Interest by region it has grown more rapidly in other countries such as Colombia in Latinamerica and are quickly growing the share of use.
At this point i was intrigued and had to dug deeper to find out how zoho mail was doing vs the market dominant email hosting for businesses provider Microsoft outlook. Outlook trend does not look good at all in Colombia for Mr softy and Zoho Mail is gaining traction traction traction. So the obvious question now is What makes Zoho Mail so great to disrupt a 22 million user market like Colombia?

What makes Zoho Mail so great?

Ad-Free, Clean, Fast Interface.

There are no ads displayed in Zoho Mail's web mail interface, ever. Not even in our free plans. This means total respect for user privacy as your messages are not scanned for keywords to feed you ads. However, freedom from annoying ads is not the stand out feature in Zoho Mail. It's the wide range of options to organize and categorize your messages. This includes familiar items like folders and labels, flags, automatic filters, as well as one-of-a-kind capabilities, like the thread nesting style conversation view.

Feature Packed for Business & Professional Use

Zoho Mail's webmail interface has been designed to break the notion that only desktop email clients can provide the power features favored by business users. Your users will find the familiar functionality of desktop email blended perfectly with the convenience and flexibility of browser-based access. This means you get the best of both worlds.

Go Beyond Email. Take Your Office Online

Gone are the days of software installations and upgrades. Take your office to the cloud. Zoho Mail comes bundled with Zoho Docs, a comprehensive online office and document management suite that runs from within a web browser. Your users can create, edit and collaborate on word documents, spreadsheets and presentations; online. Along with integrated calendar, tasks, notes and contacts modules, Zoho Mail provides the best tools to improve productivity and efficiency.

Anywhere, Anytime Access

The biggest advantage of email hosted on the cloud is that you get to access your messages on the move. Be it through your mobile, laptop or desktop, as long as there is an internet connection - present almost anywhere, anytime these days - keep your email exchanges and communications flowing.

Extensive Control Panel

Your IT administrators will find it a breeze to set up and manage emailing for your business with the extensive control panel interface. Representing the entire back end of your email hosting account, administrators can easily control individual user mailbox quota and privileges, email policies, group email accounts and other such aspects from within this centralized control center.

Free, Expert Aided Migration Options 

The task of migrating from your existing email solution is simple without laborious setup, loss of time, or loss of productivity. A self-service migration module is a few clicks away in the control panel. Lightweight software tools are available for Exchange server and Outlook PST migrations. Our support experts will coordinate with you throughout the process to ensure your switch is smooth. And to top it all up, we do not charge extra for migration assistance.

Email & CRM Integration 

Businesses of all sizes are doing the smart thing of setting up a CRM application for their sales and marketing teams, enabling them to work more efficiently. At the same time, habits die hard and people still rely on good old email for communicating with clients, prospects and customers. What do you do? If you made the wise decision of choosing Zoho CRM for your business, you'll be amazed with the contextual gadgets feature in Zoho Mail. It's like having CRM inside your email.
There is no magic to such traction. Explosive growth is an art with very specific steps to follow. If you are interested in learning more about explosive growth? Check out Traction: How Any Startup Can Achieve Explosive Customer Growth If you are a Zoho Mail user? We would love to hear your feedback and help you with any zoho questions you may have.

Friday, August 25, 2017

Automatically Populate PDF and Word Documents from Zoho Forms



Using online forms on your website can be a great way to collect information form new leads and customers.  With a tool like Zoho Forms you can easily build mobile-friendly forms that can be embedded directly in your website.

Add WebMerge to the mix and you can automatically take the information being collected through Zoho Forms and populate templates that you have setup in WebMerge.  You can easily generate PDF & Word documents like invoices, proposals, contracts, letters, and more.

In this example, we’re going to show you how to automatically generate a sales proposal with data collected through the Zoho Form on our website.

To get started, we’re going to setup the template for our proposal using a Word document.  In our Word document, we’re going to add our repeated information like our logo, address, and company details.  For the spots that we want to insert our lead’s details, we’re going to use merge fields that look like {$FirstName}, {$LastName}, {$Address}, etc.

Here’s what our proposal template looks like:
 

Once we have our template finished, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and enter a name.  On the next step, pick Office Document as the document type then pick the file from your computer.
 

After you’ve uploaded your template to WebMerge, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file.  For this example, we’re going to generate a PDF and include the name of our lead in the file name.
 

Next, we’re going to setup the delivery of our document so that the proposal is automatically emailed to our lead.  From the Deliver tab, click the Edit button under the default email delivery.  For the To address, we’re going to choose the merge field we have in our document for the lead’s email address.

If you don’t have a merge field for the email address, choose <<Other>> from the dropdown, then enter something like {$Email} in the box.

Feel free to modify any of the other email settings.  You can add merge fields there too.
 

Once you have your email delivery setup and saved, you’re done with the setup process in WebMerge and we’re ready to hook up the document with our Zoho Form. 

Inside Zoho Forms, we’re going to add the WebMerge integration to our form.  Under the Settings page for your form, click on the Document Merge tab, then choose WebMerge.  After you enter your API Key, Zoho will have you pick the document you want to merge
 

Once you pick the document that you want to merge, Zoho will load a list of the merge fields in your template.

For each merge field, you need to pick the corresponding fields from your Zoho Form.  This tells Zoho how to send your data over to WebMerge so that it is populated in the correct spot on your template.
 

Once you have matched up all of your merge fields, you’re done with your integration and you need to Save.  We’re ready for a test!  Go submit a new entry on your form and Zoho will take that information, send it over to WebMerge, and your proposal will be generated.

Here’s what our proposal looked like ready for the lead:
 

Congrats, you’re all finished!  You can now automatically populate all kinds of documents with data from your Zoho Forms entries.  Can you think of any other ways that you can use WebMerge to simplify your paperwork process?