Tag: tips
Top 10 Infusionsoft Blog Posts from 2010 - Story From: The Official Infusionsoft Blog
December 28th, 2010, Comments Off
We love our blog and love sharing helpful content for our audience of entrepreneurs and small business owners. This year, we’ve focused heavily on Email Marketing 2.0, marketing automation and tips for marketing for small businesses and a sprinkling of social media tips. We’ve compiled the top blog entries we’ve posted about this year so [...]
Answers to Email Marketing Challenges - Story From: The Official Infusionsoft Blog
December 22nd, 2010, Comments Off
Man, I really love MarketingSherpa. They publish great reports designed for marketers and small business owners. Today, they shared an article and chart that points out the challenges marketers face in their email marketing effectiveness. This got me thinking about how small businesses can overcome these challenges and show the competition who’s boss. In the [...]
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…
Snapshot Tells You When You’re Going to Have Problems - Story From: Dealmaker Tips
September 17th, 2010, Comments Off
Dealmaker Pipeline Snapshot knows a lot about your business. It knows about your sales processes and your typical sales cycles. I knows about your organizational, team and individual quotas. It knows how long it should take you to progress your deals to the next stage, and what percentage of your pipeline should move from one [...]
Use Pipeline Analysis to Get to the Deal Detail - Story From: Dealmaker Tips
September 10th, 2010, Comments Off
The Pipeline Snapshot screen doesn’t just give you a pretty picture of your organization’s forecast for the period. You can forecast by specific sales team, or down to the individual. You can also forecast across one specific sales process or all sales processes.
Then, you can click on a specific sales stage for any pipeline filter [...]
Zoho Creator Lounge – What’s cooking? - Story From: Zoho Blogs
September 6th, 2010, Comments Off
We have a few avenues from where we reach out to our users. An all formal blog portal at Zoho Blogs where we make the high profile announcements and the Forum which is our 2 way communication platform – our users voice their opinions, ideas, suggestions etc and get help from us and other power users when they are stuck up at some place. We felt that other tiny announcements, geeky tips and tricks, ways and means to make any application jaw dropping, informal posts – bordering on technical stuff and otherwise which don’t fit into either are being left out.
We thought a middle ground where such posts could see the light of the day would be a good idea. And thus was born ZC Lounge. We started out with a few guest posts from some of our power users and other geek tips which users could use. It has been around for a while now. The news is, lately we’ve been spending a lot of time at the Lounge coming up with more interesting posts.
Here are some of the recent posts from the Lounge:
- Integrating GData API with Zoho applications
- Support: The face of Zoho Creator
- Personalize your Online Forms: Custom Field Width and Alignment
- NASSCOM EMERGE 50 automated 80% of their work using Zoho Creator
We have loads of posts and activities planned for the Lounge in the coming days. So keep your bookmarks/feeds updated. Come and be a part of our discussions there too. Do let us know what else you’d like to see there. Even better.. If you’d like to make a guest post.. Send us an email so that we can set it up for you!
See you at the ZC Lounge 
Pipeline Analysis – Green is Good - Story From: Dealmaker Tips
September 3rd, 2010, Comments Off
You’re probably just back form vacation, so we’ll pick things back up with a very simple tip.
Dealmaker does all the pipeline analysis for you, calculating what’s in your pipeline, and measuring against what should be in your pipeline, based on what it knows about your business.
Green is good, you have more than you need. Red [...]
Items and Sub-Amounts Concentrate Your Forecast Focus - Story From: Dealmaker Tips
August 27th, 2010, Comments Off
Most important opportunities don’t all come in at the same time; they are composed of a number of components – like license fees, services, and maintenance for example – which are invoiced out at different times and, importantly for you hit your forecast at different times.
The items number in the summary section is important because [...]
How Screencasts Can Make You More Effective - Story From: The QuickBase Blog. Get more connected. Be more productive.
August 24th, 2010, Comments Off
The most useful tool I have stumbled across over the past year has probably been CaptureFox. This is an add-on for the browser Mozilla Firefox that lets you record a screencast. At the most basic level, this tool allows you to simultaneously record your computer screen and your voice. The best part is you can [...]
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Get an Instant Forecast Feel from the Graphics - Story From: Dealmaker Tips
August 20th, 2010, Comments Off
The summary section of your forecast analysis screen gives you a wealth of information on which to make confident and sound business decisions to secure your revenues.
Two graphical icons give you the instant skinny on your forecast filter. The Distribution icon lets you see at a glance which current sales stages deals are coming from [...]
