Tag: Import

3 Ways to Profit from Customer Relation Management Software on Day 1 - Story From: Sell, Sell, Sell!

November 17th, 2010, Comments Off

CRM or Customer Relation Management Software is a broad category of business automation technology that can mean many things to different sized businesses. For instance, for a global corporation with a 500 person call center, Customer Relation Management Software means a system that allows the person you talk to when calling for customer service to [...]

Import files with over 15,000 records in Deskera CRM - Story From: Deskera Blog | Deskera CRM, Project Management, Employee Performance Management, Accounting & Financials and more!

November 11th, 2010, Comments Off

You can easily import huge lists of Contacts, Leads, Accounts or Target lists for E-mail Marketing campaigns in Deskera CRM. Unlike most CRMs, there’s no upper limit to the number of entries you import. The Deskera Team has successfully imported more than 15,000 records in one go and is currently working to raise the bar even [...]

Announcing Zoho Support: Web-based Help Desk Software, Ticket Management and Self-Service Portal - Story From: Zoho Blogs

November 10th, 2010, Comments Off

Today we’re excited to introduce the newest arrival to the Zoho family:

Zoho Support

.  Brick by brick, we’re building Zoho into the one-stop shop you need to run your business on the cloud!

Zoho Support is a web-based help desk software that allows organizations to easily manage and respond to an ever growing number of customer support inquiries that arrive via different channels (phone, e-mail, web). In the era of real-time communication and instant-everything, customers expect a prompt answer to their questions. With its innovative web interface, Zoho Support allows technicians to prioritize customer tickets, quickly find the appropriate response and get back to the customer as soon as possible.

Sometimes, the quickest way for customers to get support is through the self-service route. Zoho Support includes features that allow members of the support organization to easily publish solutions to known issues in a customer portal, so customers will solve their issue even before they contact your staff. In the customer portal, customers are also able to submit and track tickets.

In a nutshell, Zoho Support consists of the following modules (or tabs):


  • Requests

    . The requests tab helps technicians prioritize the support requests that are coming in from customers. There are multiple ways in which the support request can be sliced & diced – for example: those requests that are assigned to me, or those requests that are unread. A support manager might want to see which requests are overdue and need to be addressed immediately. Sometimes it’s impossible to programmatically determine (i.e. through an e-mail or a form) if a request is high-priority or who it should be assigned to. The requests module also helps organizations triage these support requests so they can be quickly routed to the appropriate team for solution.

  • Accounts & Contacts

    . Accounts and contacts provide a view into the support operation through a customer perspective. Most importantly, organizations can define, track and enforce specific SLAs (service level agreements) they may have agreed to with their customers. No two support requests are even created equal, even two that look exactly the same could have a different priority depending on the SLA that was promised to each individual customer. 

  • Reports & Dashboards

    . Reports and dashboards provide a quick view into how your support organization is doing. You can quickly get a wealth of data that will allow you to take the best decisions for your business and your customers. For example – what products are getting the most support requests? What incidents are happening the most often? What support group (or rep) has the slowest response time? 

  • Tasks

    . The task module provides simplified view into what a support rep needs to do – either external activities (like get back to a customer with a particular solution or diagnosis) or even an internal one (like research or try a new approach). These allows everyone in the support team to keep their work organized and allows the support manager to get a quick glance into what everyone on his team is working on.

  • Solutions Database

    . The solutions module allows support reps to create and publish (either internally or externally) solutions to the most common customer problems, so that next time they get a similar case, the don’t have to re-invent the wheel. When a solution is published externally, it is automatically available in the customer portal, so that customers are able to find it easily.

  • Workflow, API and much more.

     Automate tasks, assignments, alerts with the workflow rules; integrate with your other systems via the API; maintain details of your catalog (skus, release dates, support windows). E-mail reply templates… and there’s more. There’s a lot of good stuff in here.

And, as you would expect, Zoho Support is already integrated with

Zoho CRM

. So you can go from selling to supporting easily and smoothly. We also integrate

Zoho Chat

– so your support agents can quickly find the answer they’re looking for, not only in the solutions database, but also from their colleagues over IM while they are on the phone with a customer. As you may know by now, we’re big on making all of our products tightly integrated with each other. There are a (Read more...)

Zoho@Zoho: This is how we simplified our recruitment process - Story From: Zoho Blogs

November 9th, 2010, Comments Off




Hiring a candidate is not merely about filling a vacancy; Never about finding yet another one to do the job. It is more about picking the passion and craftsmanship from a galaxy of talents out there. This involves a lot of work from the hirer, both before and after recruitment. It is not a good idea to automate the interview process entirely. The procedure post-recruitment was one area we could try simplifying. What summed up to about a week of activity for three departments in the organization, now takes couple of hours before everything falls in place. With this

New Employee application

, here is how we go about choosing the system and software, approve the same and create a user profile for the new-comer, easily.
Once the HR team picks the right person, all the personal details of that candidate are updated in our internal human-resource management tool;

Zoho People

. Access is granted to the new employee, so that he can update his personal details himself. As for the user profile name, employee preference is considered. It is then verified for availability, and if it is already taken, alternatives are provided.
The next process of importance is the resource allocation for the chosen candidate; Hardware and software resources. Now, this is highly unique. Resources can never be the same for everyone. For instance, all a technical writer requires is a basic piece of hardware which is sufficient to access an

online text editor

, while on the contrary, a designer or an animator requires sophisticated software such as a Graphics suite, extended graphics adapter and high-end hardware. Care is taken beforehand in allocating these software requirements, so that no further time is spent in improvising. Resource allocation is left to the manager for approval. They, depending on the role of the candidate, pick the components required and approve it. The requests for user profile creation and resources are then forwarded to the Sysadmin team, who would make them available. They use a separate application for that; the IT Asset Request application. The purposefulness and the indispensability of this

Zoho Creator



application deserves to be talked about in a dedicated post, so that will have to wait.

As you see, each new recruitment keeps the HR, Managers and the Sysadmin teams busy enough. The information they work on is one and the same, so there is no need for duplication. What we needed was a central repository to hold all the data, for the teams to access them from. We should admit, complexity level of this application was much higher than

the previous ones

showcased here. What makes it so mighty is not the functionality alone. It is also because the IT Asset Request and the New Comer Application are closely integrated to handle a single scenario. But, if you overlook the hassle we went through in building it, you’d most certainly admire the orderliness it has added to the recruitment process.

Check it out! 
Our HR department asked us if this app can welcome the new comer with a big smile. We politely said – “Will be available in our next update. Kindly bear with us till such time” ;)

Sales Force Automation Recipes - Story From: Sell, Sell, Sell!

October 24th, 2010, Comments Off

Creating a recipe for sales force automation

Eliminate dual entry and improve your processes with Deskera’s Data Sync functionality - Story From: Deskera Blog | Deskera CRM, Project Management, Employee Performance Management, Accounting & Financials and more!

October 14th, 2010, Comments Off

Manage all your data effectively and eliminate dual entry with Deskera Applications. Tie in with applications like Deskera CRM and Deskera Accounting and improve and automate the data entry process. Deskera does all this and more for your convenience so that you can focus on other important functions.
Data syncing is quite an easy task in [...]

October Insights: How to makes Salesforce CRM work the way you do - Story From: Popular Ideas

October 13th, 2010, Comments Off

The key to success with Salesforce CRM is aligning your business process with the application and customizing it to fit your needs. We make it easy for you to customize Salesforce to fit the way you do business. This month’s issue walks you through c…

China’s Rise is Nothing New - Story From: The QuickBase Blog. Get more connected. Be more productive.

October 12th, 2010, Comments Off

The global economic landscape has changed quite a bit since most of us entered the business world, and as leaders we are now struggling with what it means for our organizations, our teams, and our own careers. For instance, in a recent post for the Harvard Business Review blog, professor of business administration William Kirby [...]

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  2. Do You Have a Personal Brand?
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Don’t Just Fix a Symptom When Resolving Conflict - Story From: The QuickBase Blog. Get more connected. Be more productive.

September 24th, 2010, Comments Off

No matter how great a team you have, conflicts are going to happen. When they occur, you should be ready deal with them. One thing you need to be careful of when working to resolve conflict is to make sure you are dealing with the issue, not the symptom. Dealing with a symptom of a [...]

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  2. 75 Reasons for Conflict
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What Is Servant Leadership? Thoughts from Southwest Airlines President, Colleen Barrett - Story From: The QuickBase Blog. Get more connected. Be more productive.

September 20th, 2010, Comments Off

Servant leadership is a leadership theory that focuses more on the followers than the leader him/herself. The concept of servant leadership comes from Robert K. Greenleaf in an essay that he published in 1970, where he wrote: “The servant-leader is servant first… that person is sharply different from one who is leader first… the difference manifests [...]

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  1. Why I am a Dishwasher – Role Modeling Leadership
  2. Power in Leadership
  3. 4 Leadership Mistakes That Are Easy to Make
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