Tag: Zoho CRM
Email your files to Dropbox via Zoho Projects - Story From: Zoho Blogs
May 2nd, 2012, Comments Off
Last week we announced Dropbox integration in Zoho Projects. On this front today we’re listing out the possible ways to sync files in Dropbox via Zoho Projects.
Here’s how it works :
Email files and sync it with Dropbox
In Zoho Projects, every folder is associated with an email address. Just copy this email address compose a mail along with an attachment and click send.That’s it, your file is uploaded in Zoho Projects. And if this folder is configured for syncing with your Dropbox presto…your file is now available in your Dropbox account.…
Converting website visitors to customers - Story From: Zoho Blogs
April 30th, 2012, Comments Off
This is a guest post by Shabana Shiliwala, who owns The Financial Sort, a financial planning company based in Austin, Texas.
Something about reading online shortens our attention spans. When was the last time you actually waited for a slow homepage to finish loading? If it takes longer than 30 seconds to find the information you’re looking for on a website, do you keep looking or go back to the Google search results to consult a different site (of which there are an infinite number)?…
Zoho Mail Intermittent Access on 4/25 - Story From: Zoho Blogs
April 26th, 2012, Comments Off
Yesterday, Wednesday, April 25th, we experienced some technical issues with one of our Zoho Mail application servers. As a result, less than one thousand users experienced intermittent access to Zoho Mail from 2:00pm until 3:00pm Pacific Time.
Although Zoho Mail was inaccessible through the web interface, customers were able to access their email, and send/receive email through our mobile UI.
To those users that were affected, we apologize for this issue. Although this affected a very small percentage of our user base, we strive to provide great service to all of our users.…
Make it easy for customers to join your Remote Support session - Story From: Zoho Blogs
April 25th, 2012, Comments Off
When you conduct a remote support session to fix a problem in your customer’s computer, avoid directing him with a lengthy process like go to url, download and run the file, enter session Id, etc. Zoho Assist makes it simple with various ways of inviting your customer to join remote support session in a few seconds with just a click!
Invite by Email
Just after starting remote support session, invite your customer instantly using ‘Invite by E-mail’ option from your the Technician window itself.…
Share from Dropbox and simplify your work in Zoho - Story From: Zoho Blogs
April 24th, 2012, Comments Off
Zoho Projects 4.0 is keeping our developers busy working on some amazing stuff. While rest of us get to see the latest Projects News feed or the Task Details page interface shared with us in the team portal for feed backs.
The other day while working from home, I discovered few issues in Projects News feed interface and had to follow a sequence to share a feedback : Take a screenshot of the error, save it in a folder, login to Zoho Projects and upload the image files.…
Customer Spotlight: Sam loves user friendly invoicing - Story From: Zoho Blogs
April 24th, 2012, Comments Off
You never know when life is going to throw you in a spot where you have to save someone’s life. Sam Thomas has worked with Red Cross for more than a decade. He now runs Philly CPR Classes, his own venture, where he trains workplace responders, students and many more to be prepared for that moment. He instructs individuals on First Aid, CPR, AED and other life saving techniques.
With people all over the country calling him and numerous training sessions that keeps him busy all day long, he wanted a robust and user friendly invoicing software to help manage his business.…
What Can You Do Now That You’re Using Zoho CRM? - Story From: Zoho Blogs
April 23rd, 2012, Comments Off
Zoho hasn’t been around forever. It’s been available only for a few years. So if you talk to a Zoho user they vividly remember what life was like before Zoho. Now that they’ve become a Zoho CRM user their life and business has changed dramatically. At the Zoho user conference, Zoholics, I asked the attendees, “What can you do now that you’re using Zoho CRM?” Here are their answers.
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ClickDesk integrates with Zoho CRM - Story From: Zoho Blogs
April 18th, 2012, Comments Off
ClickDesk is a cloud based service that lets you communicate with website visitors directly from your instant messengers.
This is a guest post by Jagan Ganti, Product Specialist at ClickDesk.
With tight competition in most businesses these days, it is the level of customer support provided that determines their success. Also, the customer support agents should have all the basic information about the person in chat handy.
With ClickDesk, your visitors can chat from the website, while operators can respond conveniently from Google Talk or Skype.
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Zoho Support: Monitor your helpdesk with Time based Actions - Story From: Zoho Blogs
April 17th, 2012, Comments Off
We at Zoho Support continue to concentrate on just one aspect. Helping your business to provide an awesome customer support. In this endeavor, we have come up with a slew of value adding features & enhancements to entice you as usual. Let’s start with the first big thing.
Do you want to be notified when a new ticket remains un-assigned for extended number of hours? Similar, when your agent hasn’t responded to a ticket since first assignment. The wait is over!…
Track your Meetings from Soup to Nuts - Story From: Zoho Blogs
April 13th, 2012, Comments Off
When scheduling meetings with tons of customers, it is mighty difficult to keep track of everything. Zoho Meeting helps you track your online meetings easier, right from scheduling meetings, adding to your favorite Calendar App, ensuring your invitation email delivery to your customers, till getting reminded just before your meeting. Our settings for calendars, email reminders and invitation email failure notifications will help you to achieve this. Enabling calendar settings will generate an event in your calendar for the meeting at the scheduled time.…

















