Tag: Google
Google Plus Pages: The Why & What for Small Business - Story From: The Official Infusionsoft Blog
December 1st, 2011, Comments Off
Many business owners are curious if Google Plus is worth the time, “I’m already feeling maxed with Twitter and Facebook I don’t think I have time for another social network” they say. Can it really make a dent in the social media landscape for businesses? These questions from businesses of all shapes and sizes are [...]
Webinar: Using Google Apps? Add Zoho CRM and boost your sales - Story From: Zoho Blogs
November 5th, 2010, Comments Off
If you are using Google Apps, this is for you.
Our friends at Google invited us to a live webinar next week to showcase what Zoho CRM for Google Apps can do for you. As you may know, we’ve been constantly improving our Zoho CRM For Google Apps to have more and more useful integration that make it easier for you to manage your leads, contacts and sales.
So, if you have not tried Zoho CRM for Google Apps yet, we invite you to join us next Tuesday, November 9th at 10am Pacific Time. Here’s the link you can subscribe with: https://googleonline.webex.com/googleonline/onstage/g.php?t=a&d=571321675&sourceid=ptnr
See you there!
Rodrigo
New in Zoho Mail : Drag & Drop Attachments, Improved CRM Integration & More - Story From: Zoho Blogs
November 3rd, 2010, Comments Off
Integrations and improvements among Zoho Apps continue to pick up steam. Our latest update in Zoho Mail brings in some really neat features many of you will love. Here we go.
Drag & Drop Attachments & More
Attaching files while composing an email just got easier. While attaching files, just drag and drop your files on to the compose window to attach files. You can drag multiple files at once. There are no plugins needed for this feature to work. It uses HTML5. This means, the feature will work in browsers that support HTML5 like Firefox 3.6+ and Chrome 6+.
If you still prefer attaching files using the dialog, we enabled the option to select multiple files using the CTRL option (or CMD option on Mac). Again, this feature works on Firefox 3.6+ and Chrome 6+.
We previously added an option to attach files directly from Zoho Docs or Google Docs. For Zoho Docs, you only had the option to attach the files you created. We now added an additional option to even attach files that have been shared to you.
Add Leads & Events to Zoho CRM
In Zoho Mail, we have had the option to add a contact to Zoho CRM with a single click. We now added an option to add the sender of an email as a Lead to the CRM system. To do this, open the email and choose Add to > CRM > Leads.
You can also add an Event to Zoho CRM right from the email.
Calendar Preview
We typically receive calendar invites as ICS attachments. For such emails, we now added the option to preview the ICS file before adding it to your calendar. If everything looks right, use the ‘Add Event’ option add the event to Zoho Calendar.
Sorting Emails by Size
Unlike many webmail clients, we offer several options to sort your emails – like sorting by Date, subject, sender etc. Now we added a new option – sort by size. This will sort all your emails based on the size of your email (attachments included). If you want to delete those unwanted emails that take up your Inbox, now you can do this easily.
These are some of the key highlights in our latest update. As always, we will keep improving the application based on your feedback. So keep your feedback coming.
Capture Leads from your Google Sites with Zoho CRM Web Forms
November 2nd, 2010, Comments Off
We have continuously been working on strengthening
Zoho CRM’s integration with Google Apps. Last month we took a step towards that and announced
Zoho CRM Contextual Gadget for Gmail. Today, Google Apps users have a thing or more to rejoice – Zoho CRM Web Forms can now be published to your Google Sites also!
Google Sites makes it easy to create and edit your webpages and publish them to the external world. With
Zoho CRM Web Forms for Google Sites, Google Apps users can leverage the advantages offered by Google Sites to lead capture and lead generation too. With very minimal effort, your lead details are stored in your Zoho CRM account.
With so much said, how do you get the Web Form to be a part of your Google Sites Page? Simple. All you have to do is to choose your Google Sites Page and also select the “Publish to Google Sites” option while specifying the Web Form details. Your Web Form is automatically published to your site.
And there’s more. You can also create your Google Sites page from within Zoho CRM while specifying the Web Form details. Here’s a presentation that talks more about this feature.
As a Google Apps user, the gain from using this feature is worth noting. Not only is Lead Generation, Lead Capture and storage of lead details made simpler, you can also automate your lead assignment process and send personalized email messages to your website visitors upon submission of their details.
The use of a web form is plenty – Survey Forms, RSVPs, Sign-up forms, Registration Forms and more. So, go on and
capture your website visitor details from your Google Sites. And while you are trying this feature, do post your feedback and tell us if there’s anything more that you’d like to see. Zoho CRM Web Forms for Google Sites is one more addition to our
whole suite of integrations with Google Apps, making Zoho CRM one of the first CRM systems to integrate with Google Sites.
Healthcare Organizations Lead the Innovation Charge - Story From: The QuickBase Blog. Get more connected. Be more productive.
October 5th, 2010, Comments Off
I recently learned that healthcare management and technology is the fastest-growing field in the world right now. By 2018, one in 10 American jobs will be in this sector.
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Embedding QRCode Barcodes in QuickBase - Story From: The QuickBase Blog. Get more connected. Be more productive.
September 16th, 2010, Comments Off
This post will describe how you can use the Google Charts API to embed dynamically created QRCodes for contacts in a QuickBase online database application. QR Codes are a 2D barcode that can store a bit more data than standard barcodes, such as a complete person’s contact information with their Name, Company, Email & Phone Number. Embedding [...]
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How do I reduce the number of people with View All Data permission? - Story From: Popular Ideas
August 13th, 2010, Comments Off
I had this question come up today:
"We have over one hundred people in our org with View All Data. This is too many and represents a potential security risk. How can I reduce the number of people with this permission in order to reduce the risk …
5 Insider Tips to Get Your Business ‘Social’ - Story From: Infusionsoft Blog
August 12th, 2010, Comments Off
I joined Lamar Johnson and Joe C. on a local radio show discussion about social media advice for small business on his show, Social Media Secrets Revealed. During the hour-long show (videos included below), there were moments of hilarity and killer advice that you can take to the bank with social media advice for your [...]
Calling all Hubspot users! Is it worth it? - Story From: CRM & ERP software experts | BrainSell
July 28th, 2010, Comments Off
Is $9000 worth it? What kind of returns can you expect if executed correctly?
Defining Your Purpose - Story From: The QuickBase Blog. Get more connected. Be more productive.
July 27th, 2010, Comments Off
On my first post on the Team Leadership blog, I wrote that purpose is one of the signs that your team is effective. Whether you are a leader of a company, a function, a department, a team, a family, or simply leading yourself, you are more effective when you have a sense of purpose. Purpose [...]
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