Zoho Archives - Page 6 of 12

Benefits of Low Code Apps in the Manufacturing Industry

All production sites strive for continuous improvement to achieve manufacturing excellence. The fundamental concept that underlines continuous development in the manufacturing industry is to enable the employees to solve the problems. Anytime the employees in a manufacturing store are questioned, they come up with an extensive list of concerns.

The solutions require the use of software-based technologies in the present production department. As a result, the design of these solutions creates the need for IT specialists which further results in the deployment of new IT-based solutions.

The low code application platforms are highly useful in this situation. The custom app development platforms such as Zoho enable quick development of software applications with minimal coding efforts. As a result, these platforms enable front-line workers to develop solutions without any knowledge of coding.

The domain specialists on the other hand can quickly develop bespoke apps to tackle their specific challenges. The Zoho Creator app development platforms help manufacturing professionals to develop flexible and efficient applications for different device types including tablets, workplace browser apps, smartphones, etc. This helps in making sure that the manufacturers make the most out of their domain expertise.

Why Use Low Code Application Platform for Manufacturing Industry?

A customized app development platform offers easy-to-use processes for building software applications with minimal coding efforts. There is a predefined software function block that can be customized using a graphical user interface which frequently includes the drag and drop components. The software function blocks may be joined to build bigger programs using the graphical user interface.

The event-based triggers are used in many systems to execute the business logic successfully and track the application interface when the end-user interacts with the applications. The low code application development platform shortens the time it takes to build applications and speeds up the delivery of commercial apps.

Hence, a wide spectrum of people, specifically the ones with a comprehensive understanding of business may also participate in the app development process. For example; the engineers may also use low code application development platforms for building applications that improve manufacturing operations in a short period of time.

The knowledgeable manufacturers are entrusting customized low code applications to their domain specialists in the manufacturing technologies. The low code makes it easy for the team to integrate operational technology and IT workflows, improve manufacturing automation, and assist the field operations team.

Low code applications are being used by businesses for overcoming programming gaps and speeding up application development as well. There is no doubt that low code application systems have many benefits including lower costs and shorter development cycles. Some other benefits include reduced training expenses, optimal development time, ability to iterate, low costs for testing and maintaining, and better resource allocation.

Introduction to Zoho Creator

All of us know the value of time in business and it is significant that we ensure to use it optimally. To make sure that this happens, we require a streamlined use of all our resources so that we can save both time and money.

The process of learning and implementing technology requires a lot of time and since most businesses are small to medium-sized, it is difficult for them to develop and maintain an overpriced tech team.

There is an increasing availability of low code app development platforms at the present time. These platforms allow non-programmers to build apps without learning languages such as Java, Python, or writing thousands of lines of codes. What’s more, learning and getting started with these platforms is quick and simple. It saves a lot of money during implementation as you can build the application. One such platform is that of Zoho Creator.

What is Zoho Creator?

In essence, Zoho Creator acts as a custom application creator that helps in managing your business. It enables you to collect all important information about your business in just one place and access it from anywhere and at any time making all processes faster.

The Zoho Creator app is available online which also means that you will not have to download anything. You can access the Zoho Creator app from any operating system or from mobile devices too.

Essentially, Zoho Creator aims to allow businesses to build multi-platform applications including simple call logs and complex ERPs. This advances the development process by offering a rich ecosystem of intuitive visual builders, pre-built templates, and code editors.

Why Use Zoho Creator?

There are many platforms available in the market that enable the customized application development and it is important to choose the one that fits your needs suitably. For example, a low code platform that is not designed to handle complex requirements. Similarly, there are platforms that focus on improving the productivity of a developer. Make sure that you choose the platform that works best for all developers.

Zoho Creator allows businesses to collect important data, automate processes and workflows, collaborate with other users, analyze data, and even integrate with external applications. Anytime you build an application on this custom application creator, you will be able to get a native iOS and a native Android app along with it so that the real-time data can be accessed from anywhere and anytime. The Zoho Creator app enables you to take control, unify the data, people, and even processes.

Some of the reasons why you should use Zoho Creator include:

1. Quick Web Development

Zoho Creator comes with a serverless backend that enables the team of an organization to build, run, and test applications without stressing about servers.

Enriched with a battle-tested production environment, the Zoho Creator environment includes a tech stack including app servers, infrastructure, databases, network, security, operating systems, and all platforms and interfaces that help in building the applications in the right way.

2. Secure Sharing, Accessing, and Collaboration

Zoho Creator app developers can collaborate in order to access and edit the applications. They have the option to share input forms, reports, and dashboards via a URL. Anyone can view, access, and change the data in the forms and reports from their mobile devices.

The users are always keen on making their database applications available for use in a safe manner. In addition to the role-based access, the business process management tool handles other security functions for ensuring security and accessing the applications.

3. Easy to Use and Accessible

Another thing that makes Zoho Creator stand out is the fact that it is simple to use the software. In addition to the fact that it doesn’t require complex installation, employees do not have to undergo extensive training for the sake of using the system efficiently.

The mobile application development done with Zoho Creator is highly flexible and comes with the benefit of personalization that fits the particular needs of a business. A cloud-based platform that enables all operations and data to be accessed through mobile devices, Zoho Creator eases the processes of organizations considerably.

4. Easy Integrations

The Zoho Creator is a low code application development platform that features a unified database for its custom application and hence all applications created in that tool share the same database. The users can look up and add details across the apps without additional integration.

Zoho Creator integrates with a number of applications like Zoho CRM, Zoho Books, Zoho Reports, Zoho Recruit, Zoho Campaigns, Zoho Invoice, Zoho Calendar, and so on. Similarly, it also integrates with many third-party applications like Salesforce, Zapier, QuickBooks, and Google Apps.

5. Graphical Interface Layer

Zoho creator also enables the users to build tables and forms on Zoho forms just by clicking a component and using drag and drop to the form. The business process management tool provides many options as to the various types of components and fields to create a database.

Additionally, it also includes dropdowns, checkboxes, lookup, radio buttons, and input fields to keep single and multi-line texts, numbers, email IDs, and percentages. All this can be done without any programming knowledge, but only with a little guidance on the process that must be followed.

Manufacturing Industry Undergoing Digital Transformation

The manufacturing industry is undergoing a rapid transformation at the present time while using a suite of technologies. Low code development is a weapon that all smart manufacturers are using. Earlier, the manufacturers faced many problems in hiring experienced developers to write the application and mobile applications.

The low code application development platforms solve this problem by enabling easy and quick customized applications. These platforms also make it easy for professional IT staff to write them. Using the low code application development platforms helps in building apps that improve productivity and reduce errors. It offers a drag and drop interface for building custom apps making the process simple and quick. They also allow for coding if there is a need for further customization.

In previous times, the custom applications offered a proven competitive edge to the businesses. These applications were tailor-made for an organization’s needs and helped in recording changing trends and demands while enabling it to compete with established market players. However, the applications could not be scaled because of constant operational pressure on IT teams to deliver more with few resources, shortage of skilled developers, and increased focus on IT functions such as data security and privacy.

The platforms such as Zoho Creator app development present a solution in the present time. Zoho Creator has a drag and drop interface that is easy to understand even for those who do not have knowledge of programming languages. With the citizen developers, organizations can meet the need for custom apps while leaving the IT teams completely free to deal with mission-critical issues. In addition, the low code app development platforms also handle issues such as deployment, scalability, and privacy. The result is improved agility, a synergy between business and IT, and quick time to market.

Increasing Demand of Low Code Among Manufacturing Businesses

With the low code platforms, organizations can quickly create new applications and launch them in the market as well. The overall IT productivity also improves in a cost-effective manner. Since there is a minimal learning curve, any adaptation does not seem like a hurdle. These factors drive low code adoption but accelerated further when the pandemic led businesses to think about their finances. In this way, low code platforms became one of the most important levers of survival strategy.

A low code application development platform allows organizations to build an app or an ecosystem of applications from the beginning. It extends the capabilities of an existing app or an app ecosystem, facilitates a seamless flow of information between on-premise, legacy, and SaaS apps, and also helps the organizations to design and develop a multi-experience ecosystem by default.

For instance, an application built on a low code platform is available as a native mobile app on iOS and Android devices without additional cost and minimal effort. These are some of the factors that improve market responsiveness, innovation, and competitive edge.

Conclusion

Zoho Creator is an excellent development platform for manufacturing businesses that are eagerly looking to enhance the efficiency of business operations. It is a platform that not only offers solutions with workflow capabilities but also eases and secures cloud storage at a great price point.

In addition, organizations can get the most out of the benefits that are offered by Zoho Creator by getting in touch with an experienced Zoho Creator Consultant who can implement and get the best of Zoho Creator benefits.

Encaptechno comes with extensive experience in providing the Zoho Creator implementation services. If you are looking forward to partnering with a dedicated, experienced, and credible consultant, then reach out to the team of Encaptechno for the best support as your Zoho Creator Consultants.

Benefits of Low Code Apps in the Manufacturing Industry Read More »

Zoho Implementationcustom app development zoho creator partner, customized low code applications, zoho creator app development

Introducing Zoho Catalyst

Abhishek Sharma / AI powered applications, serverless development platform, serverless web applications, zoho consulting services / Zoho Implementation

As one of the most popular technology companies, Zoho has built and vertically integrated everything from applications, operating system, network infrastructure, app infrastructure, and even data centres. It has been investing in technology for a long time now. An important form of this investment was released in the form of Zoho Catalyst, a reliable, scalable, and secure infrastructure that promises many features to the developers.

Zoho catalyst is a highly comprehensive serverless development platform that can be used for power applications. It provides multiple serverless features that are considered important for building applications and other solutions.

In essence, Zoho Catalyst is a serverless web applications platform that enables specific vertical applications to get developed quickly, tested, deployed, and even supported without worrying about global standards. Essentially, it sits at the very core of the serverless strategy and gives unlimited flexibility for digitalizing multiple manufacturing processes.

Ever since the launch of Zoho Catalyst, it has empowered many developers to build services and applications. With Zoho Catalyst, you can turn your ideas into innovation. It allows you to build many common serverless solutions.

Let’s have a look at them in brief one by one.

1. Microservices

Zoho Catalyst enables you to build modular, independent, and autonomous components that put the development process on a fast track while accelerating time to market. The developers can use Zoho Catalyst for accessing many out of the box services including sign up and authentication, search indexing, emailing, and push notifications.

2. Serverless Web Applications

Zoho Catalyst can be used to build powerful serverless web applications by crafting backend logic and using data stores, functions along with other components. You can then host them securely over the HTTPs with the web hosting of Catalyst.

3. Data Processing

Zoho Catalyst can be used to create many powerful data processing applications like data migration, ETL operations, cleansing, thumbnail generation, and many more using event-driven functions.

4.Scheduled Tasks

This lets you execute functions, data processing jobs, and microservices with the use of Catalyst’s scheduler. This helps in handling time-sensitive and periodic tasks for the applications.

5.Serverless APIs

The serverless APIs help in exposing backend logic to the first party and third party applications safely while using well-defined REST API endpoints. This further helps in improving security and advancing the APIs with the use of the Catalyst API gateway.

6. Intelligent AI Solutions

You can add intelligence to your applications using an extensive set of artificial intelligence and data science tools that are powered by Zia, Zoho’s AI assistant. This helps in creating AI-powered applications.

7. Mobile Applications

Zoho Catalyst allows mobile developers to quickly access backend data sources using the native SDKs and offloads intensive computer tasks to the backend using different functions. You can sign up and track users safely, gather the usage data, or debug crashes on mobile devices with the use of mobile analytics. In this way, you can also keep your users informed about using push notifications.

Developer First, Developer Friendly

Zoho Catalyst strives to offer a seamless experience to the developers which are the reasons why it has handcrafted tools with each kind of developer in mind. It has a unified interface that drives the productivity of developers and enables them to access all the important tools from one location. In addition, it also offers web and mobile SDKs and APIs for developers so that they can build serverless applications easily.

The serverless development platform of Zoho Catalyst is such that the developers are able to host their web applications within the Catalyst along with managing distribution through built-in Mobile Device Management (MDM). Zoho Catalyst comes with extensive performance monitoring and metrics for tracking usage in real-time.

Some of the ways in which it helps the developers are:

1. Speaks All Languages

Zoho Catalyst is a serverless web applications platform that creates serverless functions in the favourite language of the developer such as Java and Node.js.

2. Deploys from Anywhere

The developers can use their favorite code or give the online version a complete spin. The code can then be tested and deployed with the powerful command-line interface or from Zoho Catalyst’s site.

3. Seamless Development and Production

With the use of Zoho Catalyst, the developers can ship with confidence. One can use separate sandboxes for the process of development and production while always being sure to ship a well-tested product to the users.

Features of Zoho Catalyst

1. Compute

Zoho Catalyst helps the developers to compute with three main functions. They are:

Event Functions The developers can automatic and event-driven solutions with functions that essentially respond to changes in the Catalyst environment such as file stores, cache, user management, data store, and much more.
HTTP Functions Zoho Catalyst also enables you to build REST API endpoints quickly. The developers can choose between an advanced HTTP function that helps in processing requests and sending responses with the custom status body, code, and much more. In addition, you can also use HTTP functions to process string-based requests and responses.
Cron Functions You can schedule functions to run at a specific time or at a recurring interval as well.

2. Orchestrate

Zoho Catalyst is a serverless development platform that also enables the design of workflows and functions.

Circuits With Zoho Catalyst, you can design workflows and orchestrate functions for creating resilient business-critical tasks. You can also use features such as branching, fallbacks, retrying, and much more to create a perfect fault-tolerant system.

3. Storage

Zoho Catalyst is an excellent storage platform.

Relational Data Store It helps in storing and retrieving large volumes of data on a powerful, managed relational data store. The catalyst data store comes with fine-grained access control so that security is taken care of completely at a database level for the applications and microservices.
Filestore Zoho Catalyst enables you to store and retrieve user-generated content such as images, videos, documents, and much more at a great speed. The catalyst file store comes with great security so that the files can be more secure and can also be accessed by authorized users only.
Cache Zoho Catalyst allows value-based backend caching that further helps in accelerating the applications and their functions.

4. Intelligent

Zoho Catalyst is a serverless web applications platform that is intelligence-based.

Auto Machine Language You can perform predictions and forecasting with the use of Zoho Catalyst. It helps in solving complex data science problems with an easy to use Auto ML framework. In addition, it also helps in uploading large datasets for training your model and measuring its accuracy just as you go.
Optical Character Recognition Zoho Catalyst is a platform that enables developers to use advanced optical character recognition that helps in scanning and digitizing paper documents, receipts, and other images.
Object Detection With Zoho Catalyst, you can also detect objects in images with just an API call.
Face Analytics The developers can use face analytics for facial detection in images and computation analysis of the face with attributes such as age, smile, and gender.
Image Moderation Zoho Catalyst enables the developers to use image moderation for inspecting and identifying inappropriate and unsafe content in images, verifying compliance of user-generated content, and flagging, filtering, or even automatically deleting unfit uploads.
Barcode Scanning Zoho Catalyst helps in implementing barcode scanners in the applications that further help in scanning standard barcode formats, and obtaining encoded information.

5. Other Services

In addition to all the services mentioned above, Zoho Catalyst also provides some other services. They include:

API Gateway It helps in creating, maintaining, and publishing REST APIs from the HTTP functions and web client using the API gateway. With the API Gateway, you can also create custom endpoints, throttle the API endpoints, and add authentication to the API.
User Authentication Zoho Catalyst offers the users registration and authentication for applications with just a single line of code. It offers many different options ranging from simple user ID and password to federated logins such as Zoho and Google.
Web Client Hosting The developers can comfortably host their web applications and serve them securely over HTTPs. It is also possible to map the custom domain to the web client.
Mobile Analytics Zoho Catalyst has in-app analytics, crash reporting, and usage stats for mobile applications which further helps in making informed decisions and shipping error-free and feature-rich applications.
Mail You can compose and send emails programmatically to many users with just a simple API call.
Push Notifications Zoho Catalyst also enables to send of push notifications to the users on both web and mobile.
Logging and Metrics With advanced logging and metrics, developers can diagnose the app performance and stay at the best of their game.

Benefits of Zoho Catalyst

1. Simplicity

In general, app development can have a lot of complexity. However, with the serverless development platform of Zoho Catalyst, this can be simplified. You can test everything with multiple sandbox environments before taking apps to production.

Catalyst removes any hosting and distribution problems. You can in fact host your web applications within Catalyst while managing distribution using the built-in Mobile Device Management (MDM).

2. Low Coding

Zoho Catalyst helps you in choosing your programming language including Java, Python, Node.js and Zoho’s relational datastore for quickly creating functions with the comfort of Command Line Interface or a chosen code editor.

With Zoho’s Catalyst, you never have to worry about server and database maintenance or repetitive coding. You can leave the maintenance and any other complexities to Zoho.

3. Save Time and Money

You can develop apps and services in a smarter and easier way. Zoho Catalyst allows you to build your applications using the ready-made components that are otherwise available with Zoho while customizing the functional server-side components and integrating everything effortlessly into the microservices.

This is a cost-effective and quick development process that saves valuable time and budget. In addition, Zoho’s Catalyst is priced competitively based on a pay per trigger model. You are likely to be charged only for the time taken by the functions to execute and components Catalyst API call.

4. BaaS (Backend as a Service)

You can get an easy access to served side components and pre-written templates from one interface. Zoho Catalyst helps in taking care of hosting, database, testing, analytics, integration, and cloud storage.

This is while you focus on improving the user experience by modifying the programmable elements from the CLI in your terminal.

5. FaaS (Functions as a Service)

Zoho Catalyst offers cloud functions that contain intensive business logic. These functions are stored in one safe place. The developers can use APIs and libraries to call these functions whenever required. It provides server-side functions in Java and Node.js programming environments.

The server-side functions can be accessed dynamically at any time and these functions can be developed easily with a single command. These functions minimize developers’ work by automating reusable behaviours and execute background processes automatically.

Conclusion

You can break new ground with the simplest serverless platform. Zoho Catalyst is a highly scalable serverless platform that enables developers to build and deploy world-class solutions without managing servers.

Zoho Catalyst proved to be a strong tool to use in order to quickly develop and concept applications. The deployment process is well contemplated, with separate sandboxes for development and production, and the relational datastores is a lot different from the competition.

Encaptechno can support you in the implementation of Zoho Catalyst. Get in touch to get a variety of components that help you in shipping high-quality serverless solutions first.

Introducing Zoho Catalyst Read More »

Zoho ImplementationAI powered applications, serverless development platform, serverless web applications, zoho consulting services

How to Setup Blueprints on Zoho CRM?

Abhishek Sharma / what is blueprint, zoho blueprint setup, zoho consultant, zoho crm blueprint / Zoho CRM, Zoho Implementation

Each business has a well-defined way of doing things. There are workflows that serve as a pathway to complete different tasks and projects. The way in which workflows transpire contributes as a significant factor while deciding the software requirements as the software must be robust to offer a vast amount of capabilities that handle unique business processes.

Now, Zoho understands these different requirements down to the core and does everything possible to implement them properly. The Zoho CRM Blueprint is, in fact, a method in which the sales process can be broken down into individual stages. As we transition between every stage, it becomes possible to prompt users and the staff to enter relevant information so that nothing goes unnoticed.

Below, we will first understand what is Blueprint in detail to get a clear context on how we can set it up on Zoho CRM and what it can do.

Zoho CRM Blueprint

From the time a lead gets captured in the CRM system until the time it is followed and beyond, there are many sales processes that an organization carries out in function. For example, there is a company called Explore Electronics Pvt. Ltd. that offers technical gadgets to customers.

Now, other than the online orders that this company might get, they can also have a dedicated sales team that is supposed to follow up on the leads that get generated via demonstrations, offline sources, and events. The sales representatives at Zoho CRM Blueprint can start by calling a set of leads and scheduling product demos with these potential customers.

By the end of this demo, when the prospects get interested in purchasing the projects, a quote gets generated, which can further get converted to an order once it is approved. The products can then get shipped and delivered to the customers.

Sales Problems in Explore Electronic Pvt. Ltd.

Now this process that we just spoke about may sound very simple to you when you read it. However, when it actually comes to the execution of this process, one can face many problems because of certain roadblocks and loopholes. Let us look at them in complete detail.

Oftentimes, the sales managers can spend most of their time training new sales reps, which means that they do not get enough time to focus on their work.
The product and all that it can offer are not always clear in the minds of all the sales representatives. Many times, sales representatives may not be aware of important product details requested by prospects over a call which may also disappoint the lead and result in loss of sale.
At other times, important customer information may be missing. It is only during the process of an order when the delivery team may realize that the customer information or address is wrong, and this can clearly delay the order delivery.
They may be times when the discount policies are not followed. Explore Entertainment may have a policy that discounts cannot be more than 20%, but in some cases, quotes with higher discounts may get processed, which may escape the attention of Sales Managers.

The instances mentioned above are some of the most classic ways in which problems can be encountered when you have a large team for executing a process, but a well-defined system is missing for executing it efficiently. In this case, the main problem always revolves around the absence of clear guidance and validation of CRM.

Solutions Offered by Zoho CRM Blueprint

The Zoho CRM Blueprint can enable an organization to design and execute a process in an organized manner while being completely free from loopholes. With the Zoho Blueprint setup, almost every detail can be captured from the offline process within CRM, and hence the process of streamlining becomes very easy.

It is possible to define each stage in one process and link people with each stage. You can guide your teams along with the execution of a process, validate important information contextually, and also automate routine actions.

Lead Qualification

To make sure that the lead qualification objective is met, Zoho CRM Blueprint helps in making the calling agent’s script pretty linear. The software guides the sales representatives at each step of scheduling a product demo. The Blueprint acts as a call agent script and helps the sales representatives with product descriptions while they are on the phone with a prospective customer. This can solve the problem of any inconsistency in the message being communicated to the sales representatives.
Following-Up

With the Zoho Blueprint setup, almost every step can be regulated in the follow-up process, which consists of sending and reviewing a quote. In this, the discount offered to the customers can be validated by the CRM while ensuring that the sales team is adhering to the policies of the company. The email notifications are automated to the sales managers whenever anyone accepts the quote so that nothing skips their attention.
Order Management

For guiding the sales representatives at each step of the order management process, the Zoho CRM Blueprint plays an important role. It takes care of inventory check, shipping, and even delivery. Here, the sales representatives are also prompted to enter the CRM information such as customer address. This makes sure that there are no delays in product delivery.

Fundamental Blocks of Zoho CRM Blueprint

Blueprint in Zoho CRM is basically designed to execute a business process in a systematic and well-defined manner. With this Blueprint, one can define each stage in a process and associate the right people with every stage. It can also help in guiding the teams all through the execution of a process. In addition, it also helps in mandating and validating important information contextually while automating routine actions.

A Blueprint gets designed by creating a sequential order of the stages counted in a process. In the CRM language, the primary building blocks of a Blueprint are States and Transitions.

State

In a Blueprint setup, a “State” is the condition that something is in at a specific time. For instance, any deal in a CRM goes through different stages until the follow-up happens, which includes qualification, negotiation, and discount approval. All these stages are called a State. The states must be dragged and dropped in the Blueprint Editor to design the process flow.

Transition

A Transition is nothing but a link between two States that come in a process. It prescribes the conditions needed for a record to move from one kind of State to another. For example, the conditions and actions required for a record to move from Qualification to Negotiation are usually prescribed in the Transition block.

Designing a Blueprint

The process of setup or building a process is actually a three-step procedure. It includes:

1. Entering Basic Information

Here, you can specify the module, layout, and field for which the process needs to be created.

You can go to the “Setup”, then “Automation”, and then “Blueprint.”

You can then click on creating a Blueprint.
In this Create Blueprint popup, you can choose the module, layout, and the field for which the process is supposed to be created.
Let us say that the process is that of Following up with leads. In this case, you can choose the Deals module with a Standard layout and Stage field.
For more clarity, you can also specify criteria because if you do not do that, then all records created in the layout will enter the process.
Finally, click on Next.

2. Defining Process Flow

In the Blueprint Editor, you can define the process flow right from the beginning of the default state to the exit state.

In the Blueprint Editor, you can drag and drop all the States that form a part of the process.

You can also establish the process flow between States by connecting different nodes in the State buttons.
You must note that the Start state is equivalent to none value of the chosen picklist field.
You can create Transitions by clicking on the + button between two States. For deleting a transition, all you have to do is right-click on the transition line and click Remove Transition.

3. Configure Transition Settings

You can configure the Before, During, and After Transition settings between different states in the process just as required. For example, we can look at the Transition between the States.

We can name this “Closing”. In the example of Explore Electronics mentioned above, the following can be some of the guidelines that should be observed at the time of configuration.

For completing the Negotiation Transition, a sales representative in Explore Electronics can enter the Discount percentage and the closing date.
Based on the company’s policy, the discount for a product cannot be more than 20%.
Right when the Closing Transition is executed, an email notification can be automated to the sales representative’s manager while informing them about the deal submission.

Hence, one can easily say that Blueprint enables you to create a replica of offline business processes in your CRM. Right from lead generation to deal closure, an organization follows many business processes. The Blueprints can be used to give Zoho CRM users a detailed guide on how to carry out all steps in a business process.

For example, one needs to collect some documents before sending a quotation to a customer. One can set up a stage within a blueprint that mandates the document upload and enable the record to move to the next stage right after the documents have been uploaded.

Conclusion

When the process that you follow offline is not captured accurately in the software application, there is never any assurance that it will be followed in the right manner. There might be some inconsistencies and possible gaps in the process, and this is the problem that Blueprint solves.

The Zoho CRM Blueprint is like an online replication of a business process. It can capture all details of an offline process in the software. Implementing the Zoho CRM Blueprint by getting in touch with an expert Zoho Consultant can ensure automation, validation, and effective team collaboration which further make the process efficient and free from any kind of loopholes.

How to Setup Blueprints on Zoho CRM? Read More »

Zoho CRM, Zoho Implementationwhat is blueprint, zoho blueprint setup, zoho consultant, zoho crm blueprint

What Is Zoho Vertical CRM And Its Benefits?

Abhishek Sharma / industry specific crm software, industry specific solutions, zoho development partners, zoho vertical crm / Zoho CRM, Zoho Implementation

All across the industries, small to medium and then large-sized businesses want to have the same thing from their CRM and that is to build improved customer relationships with their workflows while making sure that the sales opportunities grow manifold. Some businesses do feel that their CRMs are unorganized and are not able to follow the leads.

While so many businesses try to work through the problem of the complex world of CRM software applications for finding a solution to their CRM limitations, the Zoho Vertical CRM has emerged amongst the top results. In contrast to horizontal CRMs, vertical CRMs offer a customized solution to the industries where the workflows and processes are more specific.

Let’s say that we are dealing with a real estate and construction company that has some specific needs as opposed to other industries. Now if a company in this field will use industry-specific CRM software then it will become much easier to manage the built-in processes while making customer relationship management easier.

Deliberations Over Implementing Zoho Vertical CRM

One of the considerations that multiple small to medium-sized businesses deliberate upon is whether it is possible to work with a CRM that can be specific to their industry or if they can get the functionality that they need from a general-purpose CRM?

Now, the thing to understand here is that although general-purpose CRM software solutions can be very well customized to offer suitable workflows and processes, that will come with an additional implementation cost. On the other hand, vertical CRMs have the needed built-in features that can solve niche tasks and also be very process-specific. This means that the industry-specific solutions will be meant for one kind of industry only.

A large number of businesses are always looking for a CRM that has progressive and specific features that help in better organization of the customer and leads data. For this reason, many companies prefer using industry-specific solutions over general-purpose ones.

The popularity of Vertical CRM Solutions

Going by the industry trends, it has not been so difficult to read the signs. If you wish to make the best use of CRM, vertical solutions have the capability to solve it all. In fact, vertical solutions are becoming highly popular and what’s more, they are very easy to build.

It is very commonly known that each business owner in the present world must use an effective CRM software application. However, most CRMs sold in the present time are horizontal which means that they are designed to work as a general-purpose solution for all businesses. This is a fact that comfortably looks above the need of each business to have a specific solution because each business solution requires special attention.

It will help to look at the situation in this way: What happens is that a diligently crafted business process tends to go completely to waste when a general-purpose solution is offered. Even if the best possible CRM solutions have multiple powerful features, they are not of any use to a business that does not need them in any way.

Hence, there is only one effective solution and that is the Zoho Vertical CRM solution. These are industry-specific solutions that are created by the experts and they are unique to each sector in which they operate. With the use of precise terminology and workflows, vertical CRMs are made to automate every industry process.

The potential for financial gain is very high and the industries such as solar energy, real estate, the insurance industry, are increasingly growing sensitive to recognizing the need for specific and comprehensive cloud applications for their business. It is also predicted that in the coming time the vertical CRM solutions will be the most preferred CRM choices for all kinds of businesses.

Benefits of Vertical CRMs

1. Cost-effective Solution

Just as it is with any other business, an important factor that is supposed to be considered is the initial investment needed for the implementation of a CRM. However, when you work with the Zoho Development Partners, the cost of building a Vertical CRM becomes significantly lower in case you build it on the top of a comprehensive CRM having an established market presence.

There is no need for you to hire a team of developers for building an entire solution from the beginning. The best part is that you do not even have to possess a lot of technical expertise because all the features have been honed properly in the CRM. It also does not take a lot of time.

All that is needed to do is using your imagination and industry sector knowledge for assembling an application that has the ability to work wonderfully with the established processes. With the use of Zoho Vertical CRM, your business will be brought into the limelight and in fact, leads will flow to the pipeline with almost very less marketing efforts.

2. Developer Console

A truly great feature that Zoho offers businesses across different industries is that of Developer Console. It makes complete sense to develop a vertical application on a responsive, feature-rich, and powerful cloud-based platform when it offers entirely free developer access. This is right when Zoho comes into the picture.

With the use of Developer Console, you can create verticals on the top of an award-winning Zoho CRM which further gives you a great chance to gain market attention when you publish the solution on the Marketplace that caters to millions of customers.

Zoho has an ever-growing ecosystem of many talented developers who have successfully created solutions for the automotive industry, insurance industry, real estate industry, and so on. In case you consider yourself as an industry expert or just someone who enjoys coding then you can make the most out of your potential by developing an excellent vertical CRM solution.

Zoho enables you to take an entirely free online Vertical App Development Course. This course has a detailed and step-by-step explanation given in slides and hands-on exercises that can be used to start building an industry-specific solution right away. In case you need help then you will get it easily from Zoho Development Partners. In this way, you can capitalize on the ever-growing demand for vertical solutions right away and effectively.

3. Vertical CRM Extensions

All organizations succeed when the different departments in that particular organization work together in tandem for achieving the common goal of meeting customer needs. However, more often than not, what happens is far from this. The various departments in most organizations work in isolation from others.

These departments tend to use a different system for their use and a proper flow of information is rarely there between these systems. The result is most often a chaotic ecosystem that has immense duplication of data and miscommunication between departments along with a haphazard execution of customer requirements.

With so many businesses spanning across different geographies and time zones in the present time, the effect of the department-independent approach grows manifold. It is common in this context that the importance of integrated application grows in importance.

Zoho Developer comes into the picture by countering this pertinent problem and creating Vertical CRMs that have other applications integrated into in the form of Extensions. This is an easy way to include other applications into the Zoho Vertical CRM because it helps in widening the use and the user-friendliness quotient of the Vertical CRMs. Regardless of which industry the CRM might be for, the extensions can prove an important addition to any industry-specific CRM software. It can be used to activate and configure the needs of an application.

4. Customization

The ability to customize a solution can be counted as one of the most powerful ways to achieve a successful industry-specific solution. For building a Vertical CRM, the Zoho Developer offers a wide range of customization options that can be included in the application.

One can customize many elements like the tabs, sections in a page, fields, modules, etc. These changes also include reordering or renaming items, hiding tabs, and even fields that are not needed.

With the module customization, the standard modules can be changed and new modules can be created by adding or removing fields and designing a layout. On the other hand, with the page-level customization, the columns available in the related list items can be customized while creating custom views for filtering records.

5. Automation

Automation is considered to be an efficiency multiplier and an increasing number of end-users are coming to terms with its massive importance in their corporate software solutions. So many business processes that happen on an everyday basis benefit from automation.

For instance, a Sales Manager could assign some leads to the Sales representatives based on a set of predefined criteria, and that sales executive can often send pre and post-sales follow-up emails to the customers at scheduled intervals. The automation of all of these activities can reduce an ample amount of time and effort that can be otherwise spent interacting directly with the customers.

With Zoho’s industry-specific solution, the automation of an application workflow can happen easily. You can also preset replies, alerts, and notifications. With just pairing the workflow rules with some tasks, and field updates, you can provide the end-users with a customized tool that can be helpful for business management. All the rules that are set while building an application can be saved as the default automation setting for the customers.

6. Settings Permissions

The permission settings help in fulfilling two purposes within the end-user organization and that is to determine who can access different types of data and limit which kind of system utilities are available to an individual team member. With suitably calibrated permissions, it is possible to ensure data security and accessing and managing the files.

While giving due importance to the system flexibility, Zoho Developer allows an end-user administrator to define a hierarchy of customized roles that fit suitably in the internal corporate structure. Each is assigned a profile which then enables a wide range of important functions and determines the security access linked with that role.

Although the end-user is responsible for assigning the profiles in the form of an organizational structure, the system developers are tasked with the creation of custom profiles and the management of permissions associated with them. This makes the entire Zoho Vertical CRM extremely flexible and ordered. There is no scope of any chaos and all activities are laid out very clearly for the employees of an organization.

7. Zoho CRM Reports

The Zoho CRM Reports help in encapsulating the data from different modules so that you can process and use them efficiently. Even a single report can be prepared with data from different modules and the varied operations available for these reports can make it simple and comfortable for the users to handle reports.

There are useful provisions to be used for these reports in a collaborative environment because there are multiple inbuilt reports that span across modules to offer the user a large amount of information. While working with the reports, your Zoho Development Partners or you will have all details about creating reports and how to work with them.

In Standard Reports, there will be a set of inbuilt from each module of the application. In the Scheduling Reports, one can arrange to send reports to intended receivers at predetermined times, and in Organizing Reports, it is possible to work with the reports in an orderly and professional manner.

Conclusion

The Zoho Vertical CRM is a mature, customized, feature-rich, and powerful way of managing customer relationship management in an organization. Over the years, Zoho has offered industry-specific solutions to many organizations belonging to the real estate sector, insurance sector, financial services sector, retail sector, etc.

If you also wish to use industry-specific CRM software from Zoho then get in touch with Encaptechno, an organization that has the experience of working as Zoho Development Partners for many years.

What Is Zoho Vertical CRM And Its Benefits? Read More »

Zoho CRM, Zoho Implementationindustry specific crm software, industry specific solutions, zoho development partners, zoho vertical crm

Detailed Understanding of Zoho Subscriptions

Abhishek Sharma / online subscription billing software, zoho consultant, zoho subscription billing, zoho subscription management / Zoho CRM, Zoho Implementation

Automation in all business processes has become a necessity rather than a choice. In case a business desires to evolve with time while making sure that all the business processes are completed in an efficient way then automation precedes it all. Zoho Subscriptions introduced by Zoho is essentially an online subscription billing software that is created for growing a business.

You can think of Zoho Subscriptions as an innovative and evolved recurring billing and subscription application that is designed to manage all processes linked with a subscription-based business. It is a platform that comes with a wide range of features and benefits including that of generating multi-currency invoicing, offering discounts, trials, and online and offline payment methods, etc.

Zoho Subscriptions essentially comes pre-loaded with applications and important tools that make it compatible with Zoho Books – the accounting software of Zoho. Another important and significant feature of Zoho Subscription billing is that it comes with a dunning management feature that enables businesses and individuals subscription providers to chase overdue payments from customers and address payment failures.

Offering a highly flexible pricing scheme, Zoho Subscriptions allows the customers to pay a price that falls within their budget comfortably. What’s more, there is a free test package also available so that interested businesses and individual service providers can easily explore a platform’s functionalities and features.

In this blog, we intend to introduce you to a detailed understanding of Zoho Subscriptions, its features, and why you should adopt it. In case you wish to stimulate your entrepreneurial spirit by adding functional software to your use then this blog is for you.

What is Zoho Subscriptions?

After offering a small insight into the Zoho Subscriptions, let us move to understand more about this software application. Essentially, Zoho Subscription is a cloud-based recurring billing and subscription solution that is designed to handle each aspect of a subscription-based business. It is an online subscription billing software that is innovative and helps in addressing payment failures and chasing overdue from the customers.

It provides businesses and individual subscriptions with multi-currency invoicing, trials, offline and offline payment methods, discounts, and other features. What is the best thing about Zoho Subscriptions is that it is loaded with a pre-integrated tool and application that lies at the data level which is basically meant to connect Zoho Subscriptions with Zoho Books – Zoho Accounting software.

Each transaction linked with a new subscription, customer credit, renewal, and refund is almost instantly available in Zoho Books which saves the user’s time and effort to transfer the data manually. Since this integration involves no clicks, efforts, or costs, the users are free of all manual data entries for any of Zoho’s productivity suite products.

To ensure that things become even better, Zoho Subscriptions management also provides the users with a wide range of apps and integrations that help in streamlining the corporate operations. Some important features include RESTful APIs, integrated payment methods, Webhooks, and powerful reporting tools for mentioning a few.

The pricing scheme is actually very flexible which means that the entire system is available even for the users who are on a budget and this is actually great because one can explore important features while seeing if Zoho is the ideal product or not.

Reasons Why You Should Adopt Zoho Subscriptions?

1. Subscription Billing

Regardless of whether you are offering weekly, monthly, or yearly subscription-based advice, all of these things can easily be set up for the auto-billing of your customers. Some of the important features that can be added for the initial setup include the free trials, frequency of billing cycles, tax, price, expiration after some amount of billing cycles, and many more.

You can set up so many plans with ease while including the plan descriptions so that your clients are never unsure or unsatisfied when the billing time comes around. Very similar to the other functional online solutions that come in the Zoho Finance Suite, Zoho Subscriptions is a software application that comes with many pre-existing templates for invoices.

In case you do not have a fixed template, you can also create one so that your auto-billing is sent out on a rather professional level. With this, you can pull out fields from the customer’s data for automatically filling in blanks that are within an invoice.

By using the custom fields, you can record substantial information that relies on the needs of a business to make important decisions when it comes to growing a business. You can also know what works and what does not while adjusting a subscription model accordingly.

2. Processing Payments

One should always know that more is better and this goes for allowing a customer to have different ways to pay for a subscription. With the use of online subscription billing software such as Zoho Subscriptions, it is easy to collect payments. In fact, it can be done online and offline.

Even if you are running an international business, it is possible to do so because Zoho Subscription supports as many as 87 currencies. This means that the international portfolio of your business can be managed under one roof.

To make this simpler, let us give you an example. In case your customer’s payment fails to get processed then you might lose out on the revenue from that client for a month. However, with the implementation of Zoho Subscriptions, this can be helped. Let’s say your client got a new credit or debit card because they lost their old one. Now, this can be a real reason for the payment failure.

With the use of Zoho Subscription Billing, you can easily automate an email for going out to the customer while following up with an email after that. This can depend on the fact if your customer fixed the payment method on the file. When this specific thing goes overlooked, your client might not even realize that they are missing out on paying you for a month. This one stream of revenue that you might be missing out on can actually add up to your overall profit very quickly.

3. Impactful APIs

It doesn’t matter in case you are a small, medium, or large business, the more you can focus your energy on automating things, the more you will be able to save. An important rule to make all businesses thrive is by being smart with the labor costs. These small tasks should not be left to the risk of any kind of human error as well.

With the help of Zoho Subscription API – the root of automation, it becomes possible to create workflow rules that help in automating actions that particularly cater to the business needs. This majorly includes automated email alerts, custom functions, and buttons, and tracking the subscription changes with the help of Webhooks.

This place is right where you will be able to make the most out of the key features in an organization while creating functions that give analytics. In essence, once you have built a machine, maintenance must be minimal. The initial build-out can definitely be costly in the beginning, but in the long run, it can help in saving you a lot of money on the labor and also boost sales.

4. Manage Multiple Subscriptions

Subscription management has a tendency to become complicated when the clients have multiple subscriptions. However, it can become very easy with the help of Zoho Subscriptions management. You can send an invoice to a customer who has subscribed to different products or services along with adjusting their credits.

Zoho Subscriptions helps in adding and managing different pricing plans to the products and services. This further enables you to reach out to a diverse range of potential customers. In fact, you can also get a peek into all the pricing details from a screen while allowing more people to test your products and services on a trial period.

Other than this, the Zoho Subscriptions Customer Portal enables your customers to see important information about the subscriptions, payments made, and statements without any kind of need to wait for sending information. This also helps in updating a card and contact details directly from the portal.

Essentially, with the use of Zoho Subscription Management, you can create plans, offer add-ons and coupons, empower your customers with a dedicated self-service portal, manage multiple subscriptions, and consolidate invoices for different subscriptions.

5. Customized Subscription Experience

By using the Zoho Subscriptions Management, you can choose the invoice templates that you want and make them reflect your brand simultaneously. By adding a company logo and including your terms and conditions, you can customize each element of your invoice.

Other than this, you can change and customize the hosted payment page to make sure that it matches the image of your brand. By using customizable elements, you can convey important information to the prospects before they subscribe to your products or service.

What’s more, Zoho Subscriptions has a ready-to-be deployed pricing table along with a checkout button widget that helps the prospects to get all the important information they need to make a payment in a couple of clicks. All you have to do is edit the widget for matching your needs and embed the code on the website.

In addition, the best is that Zoho Subscriptions makes your clients feel at home after they subscribe because it offers them access to the customer portal. You can personalize the portal to make sure that your customers can make subscription changes without leaving a brand environment.

6. Getting Important Insights

There are more than forty subscription metrics and analytics from Zoho Subscriptions that do the job of reviewing quick insights into the subscription business health such as churn rate and monthly revenue from the intuitive dashboard of Zoho Subscriptions.

Zoho Subscriptions Billing provides financial reports such as net revenue and invoice details, activity-based reports such as API usage, and activity logs that help in understanding subscription billing, the business revenue, and customers. Regardless of the fact if you need to filter a report for a particular time period or see results for a specific product, Zoho Subscriptions helps you. You can easily create custom reports for all of your business needs.

You can also know your taxable amount and the amount of tax you have collected from the clients, with detailed reports that depict your tax summary and the outward supplies to enable you to file your GST returns accordingly.

With more than thirty analytic reports, encompassing sales, revenues, and subscription activity, you can stay at least two steps ahead with your decision-making operations. You can view important information from the dashboard, get important reports such as MRR, churn rate, and LTV, understand the tax liabilities, and get reports delivered to your email.

Conclusion

Zoho Subscriptions is a one-stop recurring billing and subscription management solution. Using the Zoho Subscriptions, you can manage important billing cycles, see customer subscriptions, automate invoicing process and payment collection, manage failed payment retries, and analyze business growth.

Hence, if you make the decision to adopt Zoho Subscriptions now by getting in touch with an experienced and knowledgeable Zoho Consultant, it will pay off immensely for your business. You will be able to experience some of the best integrations that help you in managing all the important aspects of your subscription business.

Encaptechno offers reliable services in the implementation of Zoho Subscriptions. Get in touch today to have the subscription management software installed and experience its unlimited benefits.

Detailed Understanding of Zoho Subscriptions Read More »

Zoho CRM, Zoho Implementationonline subscription billing software, zoho consultant, zoho subscription billing, zoho subscription management

A Complete Overview of Zoho Sign

Abhishek Sharma / digital signature tool, electronic signature software, what is zoho sign, zoho implementation partner, zoho sign login / Zoho CRM, Zoho Implementation

In a world where everything is becoming increasingly digital, our lives have started depending on digitized methods increasingly. Think of a tool that enables the businesses to quickly close deals and for the signing process to be done in the cloud without any kind of hassle. A software that lets the employees of organizations let go of all worries brought about by scanning, printing, and faxing the documents. Sounds seamless, right?

Well, the electronic signature software of Zoho Sign does exactly that. It basically brings about contract signing that can be anytime, anywhere, and on any device. The implementation of the Zoho Sign is of great importance to organizations of any size, whether it is in real estate, healthcare, construction, manufacturing, or more. It is convenient, accessible, and user-friendly.

Moreover, with the widespread use of COVID-19, an increasing number of people shifting to working from home, and everything becoming entirely paperless, the implementation of the Zoho Sign has become more important than ever.

In this blog, we will offer a complete overview of Zoho Sign. However, we will first begin by understanding what Zoho Sign is in complete detail.

What is Zoho Sign?

Zoho Sign is a digital signature tool that is designed for businesses to close deals within minutes while seamlessly accomplishing the signing process in the cloud. It is a service that eliminates all the extra tension, time, and money consumed in transporting and scanning paper documents by allowing users and their customers to sign digitally and verifying legally binding documents.

The use of Zoho Sign helps in optimizing the process of signing contracts on the go from any location and from any device. This is in order to keep the deals moving ahead all thanks to the app integration with a variety of Zoho apps and other third-party apps such as OneDrive, DropBox, Google Drive, and others. This makes Zoho Sign a valuable solution for SMEs and large enterprises in a diverse range of industries including real estate, manufacturing, healthcare, and construction.

With Zoho Sign login, a level of security can be experienced for the privacy and confidentiality of documents. It uses audit trails, access codes, and multi-factor verification for protecting documents. Moreover, it also guarantees documents signed digitally in the Zoho Sign app have similar legal handling just as handwritten signatures according to legal acts.

The use of Zoho Sign supports various files such as pdf, doc, docx, txt, jpeg, png, etc. Other than this, it can also be used in various popular web browsers such as Google Chrome, Mozilla Firefox, etc. This makes Zoho Sign a comfortable and accessible solution for all users. What one must remember is that there is no need for an account to sign a document. There is just a need for an email containing a unique link for the recipient to access and sign the document.

Zoho Sign – Signing, Sending, and Managing Documents

Zoho Sign offers a quick way of signing, sending, and managing documents. You can learn how easy it is to digitally sign, send, and manage legally binding documents in the steps mentioned below.

Sending a Document

By using Zoho Sign, you can send a document to the recipients within a blink of an eye. Follow the below-mentioned steps to send the document.

Upload: Go ahead and upload the documents from your device’s local drive or import them from your preferred cloud storage service.
Add Recipients: Now add the recipients, define roles, and set a signing order for a document.
Send: Finally, place the form fields for every signer and press the send button.

Signing a Document

Implementation of a digital signature tool such as Zoho Sign enables users to sign documents easily. Follow the below-mentioned steps to sign the documents from anywhere you want.

Open the Link: You can begin the signing process by clicking on the link that is sent to your email.
Enter Authentication Code: Go ahead and enter the authentication code when it is enforced and start the process of signing.
Fill in the Field Values: Fill all the fields to end the signing process completely and efficiently.

Managing Documents

With the use of Zoho Sign, you can manage documents seamlessly. Follow the steps mentioned below to manage documents.

Verify Document Status: To begin with, check the document status while performing and take quick actions based on the status.
Finish Audit Trails: You can get a complete history of all the actions that are performed on a document along with a certification of completion for the finished documents.
Customize the Templates: Start the process of creating customizable templates and use them anytime whenever there is a need.

Benefits of Zoho Sign

Zoho Sign is actually a highly convenient and dependable solution for all businesses that have a need to handle the signing of legally binding documents and contracts online. It comes embedded with various benefits that help tremendously in streamlining the e-signature process. Some of the benefits of Zoho Sign include:

1. Customized Document Signing Process

Zoho Sign allows you to sign and send different types of documents ranging from proposals, company rules and policies, independent contracts, non-disclosure agreements, rental agreements, purchase orders, etc. With this, the application offers the tools that help in customization or tailoring the official documents sent based on different needs.

A person can create a personalized template once and save the same for reusing it in the future. In addition, the documents can also be branded with emails and company logos for incorporating the brand image. For saving time, one can send multiple documents in just one go while getting them all signed at once.

In addition, Zoho Sign also allows setting an expiry date for the documents. It sends notifications as the deadline comes near for ensuring that the confidential documents are neither overlooked nor left behind.

2. Tracking Official Documents

The implementation of an electronic signature software such as Zoho Sign helps in staying on the top of documents by making sure that one has complete access, overview, and control of the official documents. To ensure that you stay completely aligned with individual or different recipients, you can also leave a note on any official document or communicate using the application’s private and group messages.

Anytime when a recipient interacts with an official document, the sender will be notified. All actions including viewing, signing, and completing the signing process will be known to a signer. Since it is very important to make sure that the document is not overlooked in any sense, notifications are also sent to the recipient as a reminder anytime when a document is required to be signed.

3. Safe and Legally Compliant Documents

The fundamental on which the digital signature tool of Zoho Sign is created is actually based on the public key cryptography that ensures security and legal compliance of digital signatures. The tool uses high security in the encryption and protection of documents because it is based on public key infrastructure.

Zoho Sign is safeguarded with AES-256 encryption and in transit; the SSL encryption also protects your files. Moreover, it comes with role-based access that helps in setting permissions and defining user roles. This offers immense control over who is granted or denied access to a document.

In essence, the authentication process is so advanced that it delivers an email straight away to the signer for guaranteeing that the right recipient or recipients have received the document. It comes with audit trails that help in monitoring the document’s signature process and changes.

4. Optimizing Signing Workflows

With the assistance of Zoho implementation partners for adopting Zoho Sign, businesses can streamline manual processes that help in saving time and errors. For example, the software is such that it lets you add multiple recipients for a document while expediting the response time.

When there is an order you need to follow in sending out documents to sign, a signing order can be set for the recipients. With the help of a document viewer, one can easily check the documents before sending them.

The process of previewing enables you to add recipients and emails. Other than this, you can also choose to print the document and then download it. Basically, the process of interacting with the documents lets you jump to a particular page and move around fields with the help of the drag and drop option.

5. Remote Collaboration

The use of Zoho Sign offers remote collaboration in the form of different features. It is possible for the sender to add either a public or a private note that elaborates on document information and cuts down on sending the documents back and forth for added clarity.

You can also set timely reminders that help in tracking the document status and sending reminders so that the signing process can expedite timely. In addition, if the sender commits a mistake in the document or sends the document to the wrong person then there is no need to worry because one can simply recall the document and cancel the signing process.

In essence, there is complete control that enables the sender to approve, deny, or decline documents just as they wish. The implementation of Zoho Sign makes it very simple to respond however a person might need.

Conclusion

Zoho Sign is basically all that an organization can ever need to complete the process of paperless signing. One can sign, send and manage documents from just about anywhere and at any time they want.

If you run a business then you can make the process of closing deals, sending, signing, and managing documents easy by getting in with expert Zoho implementation partners like Encaptechno. Implement the remarkable Zoho Sign today to ensure effortless, safe, and legally compliant document signing.

A Complete Overview of Zoho Sign Read More »

Zoho CRM, Zoho Implementationdigital signature tool, electronic signature software, what is zoho sign, zoho implementation partner, zoho sign login

Why Is Zoho Implementation A Good Investment for Your Business?

Abhishek Sharma / automate business processes, zoho consultant, zoho crm integration, zoho implementation, zoho partners / Zoho Implementation

The success of any business is dependent on customer relationships. Organizations of all sizes are increasingly realizing the importance of investing in a credible customer relationship software application for improved business processes. A CRM application that has managed to change the entire ecosystem of business considerably is called Zoho CRM. This CRM works on the SaaS model, it is light in weight and is cloud-based while being packed with numerous customizable features.

Zoho implementation is perfect for carrying out business operations efficiently and in a cost-effective manner. Moreover, Zoho CRM is particularly targeted towards small and medium-sized businesses for storing customer and vendor data, improving customer engagements, and increasing conversion rates.

Empowered with a network of hundreds of thousands of businesses spread across 180 countries, Zoho CRM integration has proven useful to many organizations. It is a highly rated software application that enables companies to grow their revenue, convert leads, and engage with customers.

In this blog, we will understand the way in which Zoho implementation proves to be a good implementation for a business. If you own a company that you wish to expand then understanding the benefits of Zoho implementation will help you considerably.

Zoho Implementation and Business Efficiency

Zoho can be very easily customized for fulfilling the needs of different businesses regardless of their nature and size. Right from small and medium-sized start-ups to large scale organizations belong to a diverse business vertical, all businesses use CRM software for increasing their marketing operations, sales efforts, and customer service processes.

The implementation of Zoho helps to automate business processes with various modules. Some of them include marketing automation, order management, salesforce automation, contact management, customer support, activity management, inventory management, vendor management, website integration, workflow automation, CRM analytics and reporting, and billing and payment management.

Other than this, Zoho can also be integrated with many other applications. In fact, when compared to all the CRM options that are commonly available, Zoho CRM provides some of the widest range of integrations. Other than email integration in Zoho CRM, one can integrate Zoho CRM to applications such as Gmail, WordPress, Office 365, LinkedIn, Facebook, Slack, and much more.

Zoho Implementation – A Good Investment for Business

The decision to integrate Zoho CRM can without a doubt be the best decision to enhance the business efficiency. The Zoho CRM actually comes with different applications as add-ons that help businesses to boost their overall sales. Below, we will be mentioning some of the benefits why Zoho implementation is a good investment for your business.

1. User-friendly CRM

One of the most important factors that make a software application desirable and we might as well say, beneficial is the user-friendliness quotient. When it comes to ease of use and simplicity, Zoho CRM is exceptionally user-friendly.

The employees of an organization do not need comprehensive technical know-how to monitor and customize the platform. The Zoho CRM integration enables the employees to take care of all the departments that need attention. Moreover, there is real-time access for monitoring sales, deals, and contact history.

All in all, the company’s employees can stay ahead of managing important customer relationships with the implementation of Zoho CRM.

2. Improved Customer Relationships

The implementation of an efficient customer relationship management application is one of the strongest and also an efficient method for maintaining and creating relationships with the customers. With the implementation of Zoho CRM, customer relationship management does not only stay limited to businesses but also ideates to strong bonding with the customers.

The development of this kind of strong bond enables the business to reach new levels of success. Once the personal connection is built with the customers, it becomes very easy to find the actual needs of customers and help them to serve in a much better way.

It is a strong belief that the more streamlined strategies involved in the implementation of customer relationship management, the better and more productive the business becomes. Zoho CRM empowers organizations to be armed with dedicated tools for the maintenance of CRMs in the workplace.

3. Advanced Marketing Processes

The implementation of Zoho CRM leverages and amplifies the customer base of an organization with an effective marketing strategy. In fact, the Zoho CRM brings new dimensions when it comes to marketing by significantly enhancing the overall operations and their execution as well.

The intuitive CRM-associated marketing strategies such as web marketing; email marketing, direct marketing, etc. have been developed in the recent past. These methods are more promising and effective as compared to the traditional ways of marketing because they deliver higher business performance.

Zoho CRM makes all these processes very easy by enhancing the response rates on the marketing campaigns, streamline costs on the promotions and also provide better security on marketing investments. With the assistance of a dedicated Zoho partner, you can improve things such as web marketing, email marketing, analyzing the buying behaviour of customers, forecasting future marketing strategies, and building business impact models.

Zoho CRM comes with synergistic marketing strategies that help in developing high-end marketing businesses. Therefore, it is important for an organization to incorporate them completely by anticipating change, testing their performance, assembling the best strategies, and maximizing the marketing growth.

4. Easy Migration of Data

If you have been looking to change your data management system or even adapt consciously to a new CRM then Zoho CRM is the way to go. It helps in migrating extremely valuable data precisely in just a few simple steps. Once the data gets converted in the required format, Zoho implementation maps out the import files with the modules within the CRM and vice versa.

In case there are no important fields left to map then Zoho CRM takes the responsibility of creating them for you. The entire process of migration is very simple and easy to carry out. In fact, with the support of an experienced Zoho consultant and Zoho’s dedicated data migration, there will be reduced manual work and everything will become much easier when it comes to the migration of data.

5. Telephony Features

To enable optimized call dialing and automatic call logging, Zoho comes up with a single click dialing that can take place directly from the CRM. After the successful integration of telephony, anytime a user views a contact card, there is an option to click to call.

Further, the telephony feature comes with a built-in reminder so that you can set the future callbacks and also automate the call logging which then makes it simple to see the customer information and conversation history. The call analytics and reporting round out Zoho’s telephony features by offering extremely important data visualization and feedback on customer service.

6. Detailed Reporting and Advanced Analytics

Zoho CRM integration enables much more visibility into a business. It allows the sales, marketing, and support team to capture the leads from incoming calls, emails, or messages that come through websites.

You can log into important information about the lead and also the sales activities like important calls, meetings, and emails. With the analytics feature of Zoho, it is also possible to convert the lead to a potential sale for pipeline reporting, run the reports on sales activities per user, and record the sales performance.

This further helps in creating quotes and invoices even in multiple currencies while closing sales and tracking business revenue. You can focus on ROI with better marketing campaigns, track the customer complaints or problems, enhance customer retention, and reduce the overall sales time.

7. Task Automation

With Zoho implementation, it becomes possible to automate various activities within a business workflow and triggering certain actions. This further enables businesses to save a sufficient amount of time because the employers will no longer have to manually record the information which in turn will help them focus on the lead nurturing process and the conversion rate.

In essence, Zoho understands that the task processes can be pretty complex in function. They might include multiple teams, require certain approvals at stages from some people, and may also need notifications to be sent out. Since doing all of this manually can prove pretty tiresome, Zoho comes with tools such as Blueprints that let the tedious work gets completed.

8. Artificial Intelligence Feature

Zoho CRM is known as one of the very few business-focused SaaS CRMs that come with a high-quality AI drive functionality. Zoho’s proprietary AI assistant comes with predictions on trends, anomalies, conversions, and closing deals.

At the most advanced level, which means the ultimate subscription plan, this assistant called Zia offers detailed insights about the best time for contact customers. It also sets auto-reminders that can be used for reaching out to the customers and analyzes the tone of emails sent by customers to come up with the best response.

9. Customization

You can customize your CRM application in the best way possible that suits a business’s needs. By presenting the information you acquire in a unique way, the Zoho CRM can be used for great customization. With the option of Layouts, one can create individual layouts for different processes and in turn control the data that enters a system for making a quick sale.

With custom components, you can use custom modules, fields, and buttons that present the information the way in which you want in the CRM. In addition, you can also cater to more customers across the globe by offering multi-language and multi currency to a team. Finally, the option of views and filters helps in adding custom filters and other settings that mark the important information and make it easily available.

10. Effective Collaboration

Zoho implementation comes with many collaboration tools that are considered suitable for small to medium-sized teams. It has a built-in document management system that stores important documents, pictures, music, and videos which makes accessing these things simple at the time of need.

The access privileges also make it easy to lock down important material and share some items with the team members. The feature of the calendar is also helpful for collaboration because it allows the teams to share calendars so that individuals can maintain an easy calendar within their CRM.

Conclusion:

In case you are handling a business and your focus is on the maintenance of customer relationships then Zoho CRM will help you get everything that is needed to improve the organizational infrastructure and productivity.

You can actually customize your business infrastructure with the assistance of Zoho CRM integration because that will prove beneficial in building a strong organization and improved customer relationships. At Encaptechno, we have a team of focused and experienced Zoho consultants who have offered the best assistance in Zoho implementation to many businesses.

If you wish to ensure smooth workflows then get in touch with us to know more about Zoho implementation.

Why Is Zoho Implementation A Good Investment for Your Business? Read More »

Zoho Implementationautomate business processes, zoho consultant, zoho crm integration, zoho implementation, zoho partners

Streamline Your Business with Salesforce Integration

Rabia Bajaj / business workflow automation, salesforce cloud, Salesforce integration partners, salesforce integration services, streamline business processes / CRM Services

When it comes to achieving success, business performance is considered to be the most important requisite. In case an organization is not performing up to the expectations then no many victories matter. At the end of the day, it must be understood that businesses require consistent management and optimization. If the business processes are not streamlined then the final result will not be so favorable.

Salesforce offers organizations the right tools that help to improve overall performance, boost revenue, increase ROI, and streamline business processes. As a CRM system, Salesforce includes important data about prospects and customers. In addition, it also provides reports and dashboards that enable us to make smarter decisions.

In essence, it is a high-quality customer relationship management tool that supports empowering sales, closing more deals, and improving accuracy. While it is a great investment for customer management, Salesforce integration services also play an important role in offering more value from the workforce by increasing productivity.

Organizations of all sizes can actually benefit from the modern cloud-based solutions that can help in increasing team productivity, promote collaboration between employees, and create a positive customer experience.

Salesforce Integration

Almost all organizations have different goals and as a result, unique requirements to fulfill those goals. For this reason, all organizations use software applications that work differently. The business workflow automation introduced by Salesforce integration brings about easy and effective communication between the Salesforce CRM and other applications using the API.

Each business uses many applications for handling daily activities. Integrating these applications with Salesforce is important to handle and execute important activities with ease. With the assistance of an appropriate Salesforce integration partner, a suitable analysis of data can be facilitated which further supports managers and directors at each level for making powerful decisions.

Points to Consider While Salesforce Integration

All organizations that make the decision to adopt Salesforce must ensure the below-mentioned points. Since the process of integration is different, there are some requirements that should be given due importance. They are:

During the process of Salesforce integration, you must be aware of the kind of integration that is included.
It is important to understand who assists with troubleshooting problems in case an issue comes in the integrations. Often the problem gets solved by itself, but sometimes, human assistance is required.
Finally, the data transfer must be regulated between Salesforce and another app.

Related Read: Benefits Of Hiring a Certified Salesforce Consulting Partner

Streamlining Your Business with Salesforce Integration

In recent times, Salesforce has emerged as one of the most trending platforms used by organizations for enhancing customer relationships. The built-in integration services offered by Salesforce enable an expansion of the capabilities of organizations effectively.

Below, we will mention the ways in which salesforce integration helps in streamlining the business processes.

1. Increasing Productivity

To make sure that all-important data is present on the systems, the team is required to stay on track at all times. With so much manual work to manage, there is an increased chance of making mistakes. The occurrences of these mistakes go on to necessitate more time for identifying as well correcting these mistakes.

This further leads to wasting time and affecting the overall productivity of an organization. However, with the help of Salesforce integration services, it becomes possible to automate processes that further help in ensuring an optimal accuracy of data.

This ensures that all the systems have the same kind of information and there is never any duplication of data. Furthermore, it also allows the team to focus on important tasks while enhancing organizational productivity.

2. Better Customer Visibility

For offering your customers the kind of personal attention that they expect and should be given, it is necessary to quickly access accounts, different events, tasks, contracts, and any personal data.

Salesforce cloud ensures to offer a comfortable platform for managing all the customer-related information while making it possible to treat all customers with immense value. In addition, with a better understanding of customers, one can be in a better position to forecast future actions. Salesforce plays an important role in forecasting accuracy by a significant percentage.

3. Improves Communication

With the help of effective communication, almost all the stakeholders of a company play an important role in ensuring success. However, many times it seems that one department might be comfortable in using Salesforce while another might be keen on working in a different setting. This problem can be quickly solved with the integration of systems in an organization.

The business workflow automation offered by Salesforce helps in ensuring that all departments have easy access to important business information. This further helps in streamlining internal and external communication while also improving information sharing. With enhanced communication in an organization, one can serve the target customers in a much better way.

4. Effective Time Management

There are a few hours in one day, and when a person is juggling multiple responsibilities, these hours can begin to feel shorter and shorter. In this case, Salesforce does an effective job of combining all the important information together.

For example, Salesforce combines the calendars, schedules, activities, and agent information together while scheduling appointments that serve customers in a better way. This basically means that there will be very few deadline-related problems or stress.

5. Efficient Sales Process

Looking for the right leads can be a long-time job. In addition, the process of guiding these leads all through the sales pipeline until a full commitment is another job. Salesforce integration services enable easy tracking of individual prospects including expectations, or other information that could be useful in helping a customer along the sales process.

As such, one can always see where a lead is in the pipeline along with knowing what the next might be. The overall result is that the Salesforce applications have been known to increase sales by a considerable percentage.

6. Better Access to Data

With the use of Salesforce integration, you can allow your employees to access required data from the integrated systems. There is no longer any need to switch to the systems for finding what they might be looking for. Salesforce integration offers all-in-one access that makes accessing data quite easy.

This streamlines business processes considerably because employees can log into the integrated systems and access required data while performing desired tasks easily. As there is no need to move from one system to another, this can help in saving a lot of time while enabling you to work efficiently and in a productive manner.

7. Advanced Collaboration

Salesforce integration means that almost any and every authorized individual can work together to ensure customer success. All it takes is a simple log-in to the company’s database from any internet-enabled device.

By logging in, the team can access important data and information that helps in communicating and collaborating for offering a seamless customer service experience that does not become a problem in interdepartmental miscommunication.

8. Automated Workflows

In the present highly competitive market, the automation of workflows has turned into one of the most important things for reducing any human intervention and saving important time.

The automation is an important thing in the business activities because there is a reduced chance of making an error when there is business workflow automation. Salesforce cloud comes into the picture by easily automating the workflows without any coding. Since it is possible to integrate Salesforce with several systems, the workflow can be easily automated without any requirement of additional codes.

9. Supreme Reporting

The Salesforce integration services also help in improving the reporting system of a business. Since there is easy access to important data, the employees of an organization can gain better insights with the help of different reports and dashboards.

The use of relevant and detailed reports helps in easy management and better decision making. It also helps in finally taking appropriate actions responsible for the growth of an organization.

10. Overall Support

It is a well-known fact that a tool is only as good as its functions. Salesforce integration services provide great support. In case, an issue arises, steps can be immediately taken to make sure that everything gets back to complete functionality at the earliest.

As the complete platform is based in the cloud, maintenance can be done without bringing technicians into the office or paying expensive maintenance costs. You will actually be amazed at the seamlessness in which problems get looked into and solved with ease.

Conclusion

The Salesforce integration services can offer great returns to organizations. They help in streamlining the business processes and automate the business workflow that brings down the operational costs. That said, it must also be remembered that Salesforce integration is more of a technical project that requires expert supervision. For ensuring optimal outcomes, one should make sure to work with the best Salesforce integration service providers.

Hence, in case you wish to offer a better customer experience, get in touch with an experienced Salesforce integration partner such as Encaptechno for the best results.

Streamline Your Business with Salesforce Integration Read More »

CRM Servicesbusiness workflow automation, salesforce cloud, Salesforce integration partners, salesforce integration services, streamline business processes

CRM vs ERP – A Quick Comparison

Abhinav Bhalla / erp system implementation, online crm system, what is crm, what is erp software / CRM Services

Businesses all across the world wish to automate their processes with usually two kinds of software solutions, either a customer relationship management solution, or an enterprise resource planning solution.

Where the ERP system implementation helps companies run successful businesses by connecting operational and financial systems with a central database, CRM helps manage how customers interact with businesses.

Both of these software applications serve the purpose of working as significant data repositories while functioning to improve revenue generation, automation, and overall productivity. They solve the loopholes affecting the functioning of several departments and are often purchased distinctly.

Now, while purchasing these software solutions, many organizations might wonder about the difference between CRM and ERP. Even though both of these are similar to each other in several ways, their fundamental functionalities differ from one another.

In this blog, we will be shedding some light on the topic of CRM vs. ERP with the main aim of doing a quick comparison of these two software solutions.

What is CRM?

A CRM or a customer relationship management software solution is designed to capture all the details about the transactions that go on in an organization with the customers. The primary objective of implementing a CRM is that it helps in building trust and also focuses on maintaining a healthy and long-term association with the clients. An online CRM system can actually be used in various ways so that it enhances the satisfaction levels of a customer.

A CRM can include important information such as:

Customer’s name
Phone number of a customer
Address
Email address
History of interaction
Technical support details
Purchase details

All this information is mostly included in just one database and is handed over to the employees so that it can be used for the company’s benefit. By using a CRM software solution efficiently, it is also possible to contact potential customers on the basis of their needs and preferences. This helps in expanding the brand’s reach immensely. A CRM software might also include benefits such as employee training, advertising, relationship management that are developed considering a client’s requirements.

In simple terms, an online CRM system is excellent for providing a standardized method for collecting and sharing important customer data and cataloging customer interactions. Since the data in a CRM system is standardized, it is very easy to share it all through the company.

When used efficiently, CRM can be used for creating sales projections, contacting customers, shipping to verified addresses, and creating invoices. The goal of CRM is to offer a comprehensive store of customer data that is used for improving sales, expanding customer retention rates, and making much better customer relations.

What is ERP?

On the other hand, an ERP or an enterprise resource planning software solution contains functionality for a wide range of business processes including inventory management, finance, marketing, etc. With an ERP system implementation, it is possible to integrate important processes, streamline them and then centralize all information.

An ERP software has tools that are related to both the front and back-office information. It helps in advancing internal communication and data exchange as well. Other than this, it also offers automation which makes connectivity easy in multiple workflows.

Just like a CRM, an ERP is also made to optimize business operations. Where a CRM is mostly focused on the sales aspect of an organization, an ERP system can be implemented in various departments.

In essence, an ERP system provides interconnected management of important business processes just so that all departments can get the information they need in real-time. In case there is a problem that alerts are sent to the recipients right away. With an ERP system implementation, businesses can remain focused on data and make fewer errors while making much better decisions.

Some of the core features of an ERP system include processing business information, getting important alerts, managing hiring initiatives, managing benefits, payroll, and employee information, creating enterprise-wide strategies, updating accounts, etc.

Difference In CRM and ERP

When we talk about the differences between CRM and ERP, it is important to understand their meanings relative to each other for better knowledge. ERP facilitates business processes across a wide range of workflows which means that in case you are looking to invest in systems that benefit finances, operations, and warehouses, an ERP may be great.

However, an CRM system is more for a customized solution, Several ERP solutions include important functionality, but the total number of custom-related features included in a CRM is more extensive than what may be featured in an ERP package.

The final difference between a CRM and an ERP lies in the scope of work that they are capable of. While comparing the two software solutions, it is always best to look at a company’s needs so that the functionality needed from a solution can be determined specifically.

We will see the primary functions of both CRM and ERP to gain an even better insight into what these software solutions are capable of when it comes to their functionality.

Primary Functions of CRM

1. Storing Information

An online CRM system helps in collecting and storing information about the target customers from the market. The information that is collected is stored in an organization’s database in a centralized way.

This is important data that can be quickly accessed at any time and from any place. The information so collected is used by businesses to understand customer behavior in true essence. This helps in offering better satisfaction to customers.

2. Marketing Programs

A CRM is concerned with personalizing the marketing programs of a business. It helps in designing the marketing strategies according to the needs of different customers while making attempts to attract more and more customers.

The sales professionals are trained properly according to the information acquired with the help of a CRM and opportunities that can attract more customers are then included in marketing strategies.

3. Sales Operations

With the help of customer relationship management, one can increase the sales and revenue generation of an organization. It also helps in increasing the business with present customers and new customers. An online CRM system is focused on processes such as cross-selling and up-selling which help in increasing sales.

After the customers are happy and satisfied with a business, the up-selling and cross-selling techniques turn out effective in the process of business expansion. The customers can start believing in some brands and try their products as well.

4. Customer Relationship

Managing customers is another important task that a CRM performs. It segregates the customers into diverse groups according to the behavior, preferences, and interests. This segmentation helps an organization in understanding customer behavior while also offering much better services.

The customers are treated differently according to the groups that they are put in. This helps in improving the customer relationships and eventually, the marketing and sales endeavor of a company as well.

5. Cost Control

Efficient management of costs is often looked at as one of the greatest challenges while running a business. When this is done successfully, getting better-quality products at a lesser cost becomes way easier.

With the implementation of a customer relationship management system, a majority of expenses can be reduced because there is minimal paperwork involved. The data becomes digitally centralized and also brings the overall cost while increasing the profit margin.

Primary Functions of ERP

1. Business Intelligence

With a business intelligence module, business leaders can make important decisions that are based on meaningful data. ERP system implementation helps in benefitting from business intelligence that enables practical business process analysis and offering reports without any excess information.

These reports can be in a visual format or presented in the form of tables as well. This depends on the preferences of a business manager completely.

2. Customer Relationship Management

With an ERP system implementation, organizations can also get a CRM module that stores important data related to customers. This function of an ERP system helps the employees to get insights that can improve sales and marketing processes.

For example, a CRM can track customers with their buying habits seeing which products might be useful to sell and when is an appropriate time to offer the products. A CRM system is very helpful in the functioning of an e-commerce business because it allows targeting prospects with meaningful ads.

In addition, a CRM module can also help in tracking when the prospects have been contacted and what was discussed while getting rid of additional phone calls that might not be appropriate.

3. Supply Chain Management

The supply chain management offered by an ERP system helps many organizations to enhance the efficiency of a supply chain and use real-time data that optimizes distribution and manufacturing processes. With this function, it becomes possible to solve a logistics problem immediately as opposed to waiting for the next day.

Furthermore, supply chain management also helps in tracking and analyzing processes that help in predicting when a problem is likely to occur. The customers get notified when orders are being processed and shipped in real-time.

4. Financial Management

All businesses that have an ERP system implementation use the financial management function to their benefit. This function works along with the other ERP components for tracking the flow of money in a business.

From the purchase of new things to paying the employees and then sending invoices, everything can be managed. It also helps in budgeting, creating financial forecasts, and offering insights that can help in reducing costs.

5. Inventory System

An ERP software solution also helps in the inventory management system. Owing to this, order fulfillment and warehouse inventory tracking helps in tracking inventory manually.

This system is very useful to the manufacturers or companies that have their own distribution centers in which tracking inventory can become a complex affair. The features can include real-time inventory on the company’s website for informing the customers about what is there and what is not there in the current stock.

CRM or ERP, What to Choose?

If a business needs CRM or ERP or both depends completely on the size and complexity of a business. For small to medium-sized businesses, a CRM manages customer data stores on hand-written notes, emails, etc. Customer relations are fundamental in any business and CRM ensures that they go smoothly.

On the other hand, an ERP is an extremely useful tool that can help in streamlining business processes. It helps in managing different departments within a business by providing real-time information. As any business grows, the need for an ERP becomes clear because, with its implementation, anyone in an organization can know what is going on in a department.

Conclusion

In case, you are trying to choose between a CRM, or an ERP then it all depends on the size and setup of a business along with many other factors. They are both great tools for increasing revenue but the actual functions they offer differ from each other.

Take your time and decide which program is best for your business depending on the scope of your needs and the amount of investment you want to make.

CRM vs ERP – A Quick Comparison Read More »

CRM Serviceserp system implementation, online crm system, what is crm, what is erp software

Salesforce Spring ’21 Release Quick Highlights

Abhishek Sharma / salesforce consultants, Salesforce einstein, salesforce lightning experience, Salesforce Spring '21 Release / CRM Services

We all know that Salesforce releases regular updates to its platforms almost three times a year so that the end-users experience much better functionality and stay in alignment with the new technological advances.

With the release of Salesforce Spring ’21, the tradition of moving towards developing in solution improvisation continues. With the consistent updates, Salesforce is always trying to improve the experience of cloud computing for the customers. The updates are simple, user-friendly, and are only meant to offer a better user experience.

When any new update comes, the platform also updates automatically behind the scenes while benefiting the users with improved performance and functionality. Salesforce also allows its users to submit relevant feedback and their own ideas with the online Salesforce ideas. This tends to create a linear and collaborative community that enables more and more people to put their ideas on the table that can come in the next update and be finally released.

It has often been made clear by Salesforce that the organization values customer experience and satisfaction more than all else and will strive to provide the best possible improvements numerous times a year.

Salesforce Spring ’21 Release

With the new release of the Salesforce Spring ’21 release, our team of expert Salesforce consultants has come together to put forth a comprehensive list of some of the most important and quick highlights for the admins.

The highlights that will be mentioned below will be a brief description but they will offer a high-level description of enhancements and new features as well. With the assistance of a qualified consultant, you can get started and use the best practices for ensuring continued success.

Going through the highlights that are mentioned below will be a great step for using the features. The highlights will help in being ready for what is coming your way. The features of the Spring ’21 release affect all users almost immediately. Hence, we suggest you go through them in complete detail so that you are well aware of the functionality of each of these highlights.

The Salesforce Spring ’21 release is said to help deepen the customer relationships, maximize the ROI, improve user experience, and offer many search filters. In this blog, we will be shedding clear light on all the important updates in the new release so that you can get a better understanding.

1. Salesforce Einstein

In the new release, the Einstein Recommendation Builder is made generally available and is meant to check the data as you keep building. The Einstein Article Recommendations will have a scorecard to help you make the most out of your data and improve the recommendations. You will also be able to navigate more easily with the help of the Salesforce Einstein Discovery story interface.

In addition, Salesforce released Einstein Opportunity Scoring completely for free for all the Sales Cloud instances around a year ago. With the release of this new feature, it required around 200 opportunities to be closed for having enough data to make predictions. However, this has changed completely.

With the use of Einstein Opportunity, one can prioritize the right deals as it helps in applying a score to the opportunities with the help of Artificial Intelligence. In case an instance has a small volume of closed opportunity data then you can use this feature by using the global scoring model which is made up of the aggregated data to score more opportunities. The new customers can start using this feature right away.

2. Vertical Solutions

Salesforce has come up with a wide range of vertical solutions that can be extremely useful for the customers. With the help of Loyalty management, one can run personalized customer recognition, reward, and retention programs. Batch management helps in processing and tracking millions of important records. With decision tables, one can define multiple business rules for evaluating products and calculating discounts.

In addition, the new data processing engine helps in extracting and transforming data from an org while creating records using the transformed data. It is simple to manage sales agreements and account forecasts in the Manufacturing Cloud, support volume, revenue, growth-based rebate programs, and also do rebate management.

On the other hand, the health cloud makes the process of provider management easy with a new API and new FHIR aligned support for the maintenance of health records while the financial services cloud helps in tracking branch performance and capturing life events and business milestones on the go.

Lastly, the Consumer Goods Cloud store visits and delivers smarter features while the Public Sector solutions add calendar support and help in making an application approval process more transparent. The emergency response management adds a list of updated flows for improving the emergency response experience.

3. CPQ (Configure, Price, and Quote) Improvements

Salesforce has come up with new CPQ improvements that include a smooth amendment and renewal service upgrades, background contact amendments, and a change of ensuring correct price rule configuration.

By using Salesforce Billing, you will be able to configure how the invoice lines get created when you use a bill with the data override and map financial information for customer accounting and enterprise resource planning (ERP) systems.

At the same time, you can also highlight the long-term value of life cycle managed assets. In addition, the standalone order activation and product creation logic are also improved because the advanced approvals users can manage their approvals without the need of logging into Salesforce.

4. Unified User Experience

The language used all through the Salesforce product has been updated to reflect inclusivity. The Salesforce Release Notes moved to Salesforce Help for an efficient and unified user experience. The viewed lists now have customizable actions.

You will have an option to add images to the in-app guidance and snooze the guidance thereon so that you can see it later on. You can also use new survey actions in a flow and target specific survey participants with invitation rules.

You can also use the new Salesforce Scheduler trial org for getting a head start on the implementation and set default time zones for the appointment slots. Go ahead and search using everyday words with natural language search for the Government Cloud and the Salesforce Mobile app.

5. Improved Sales

Salesforce has remarkably changed the way in which Sales representatives engage with prospects and the customers. The new functionality has come up to make meetings much better and productive for everyone. The two new aspects of functionality called Meeting Digest and Meeting Studio have come up as a preview in a way that they become generally available but one can also try them on a beta or a pilot overview.

The Meeting Digest is a part of the Salesforce Meetings and is meant to offer a single pageview for the Sales Reps before a meeting where insights can be received about who is attending a meeting. In addition, reminders about meeting invitation responses and details along with any related record activity are also received.

Other than this, the Meeting Studio is a tool that keeps the prospects and customers engaged at the time of meetings. The representatives are able to show their camera and presentations in the same window so that the meetings flow and bypass any possible awkward transitions while switching the content to share next.

6. Marketing Cloud

The Spring ’21 Marketing Cloud is one of the most premier platforms for delighting customers with an easy customer journey. It allows a person to build a single view of the customer, use data from any source along with a plan, and optimize the customer journey on the basis of business objectives.

You can also deliver personalized content across each channel and device at a specific right time. In addition, you can also measure the impact of every interaction on the business so that it becomes easy to streamline the approach in real-time and deliver better results simultaneously.

7. Salesforce Flow

The Lightning Flow in Salesforce has actually been rebranded to the Salesforce Flow. This will include all the processes and flows. The screen elements will now support multiple columns and admins will now be able to configure the screens while making sure of winder monitors by adding up to 12 columns added to a page.

The simple ability to access the previous values in a record triggered flow. The time-based flow actions will allow the admins to configure flows for executing an action at a particular time. This was previously available all through the process builder. The rich text emails will also be introduced which will allow some admins to have more control over the way the emails look and feel.

8. Opportunity Product Relationships

The opportunity product relationships had been in the process of being released for a long time. The idea of this feature was known to be posted on the Idea exchange a long time ago. With the new release, the users will be able to create relationships with the opportunity products so that the sales team can easily access useful information without taking extra clicks or flicking between the screens.

A perfect example of this can be tracking the delivery locations in related lists for a suitable opportunity record. For using this feature optimally, you can create a lookup relationship in the object manager between any standard or the custom object and opportunity product. You can also ensure that the lookup field and related list are added to the page layouts where you wish they should appear.

9. Forecasting

Since it is supported in the mobile version, the feature of forecasting has become simple to update. Forecasts are essentially perfect expressions of expected sales revenue that enable the sales team to predict and plan the sales pipeline. In the past, changes could be done only in desktop mode.

However, with the new release, the users can now make adjustments to the forecasts on the go from their mobile while they are using the Salesforce application. The new updates will in fact help the representatives to stay updated with the forecasts as opposed to waiting until they can access the forecast for making changes.

For the process of adjusting, the users should be in the Salesforce mobile app, they should then select “Adjust” for getting started, enter the required adjustment, add a note, and select save.

10. Manual Sharing

For all the admins who are tired of switching back to the classic mode for sharing records, managing record share will become possible now. Salesforce will bring back the functionality in the Lightning Experience.

The admins will now be able to rejoice as the Sharing button is now available in the Salesforce Lightning. The users will now be able to share a record with the user, or even a group of users similar to the Salesforce Classic.

With the use of sharing, it will now be possible to know who can manage the record and share the associated records. The manual shares are also available only for the accounts, opportunities, contacts, leads, cases, and custom objects.

Conclusion

All in all, the new Salesforce Spring ’21 release has brought about many new changes that offer better functionality to the end-users. In case you find yourself being unable to understand some important things or you have some questions then get in touch with a reliable Salesforce consultant from our team at any time.

Salesforce Spring ’21 Release Quick Highlights Read More »

CRM Servicessalesforce consultants, Salesforce einstein, salesforce lightning experience, Salesforce Spring '21 Release

PRODUCTS

Zoho One

Zoho Book

Zoho Creator

Zoho CRM

Zoho Bigin

Zoho Workspace

SERVICES

Zoho Partner Services

Zoho Implementation

Zoho Support

Zoho Consulting

Zoho Integration

Zoho ChatGPT Integration

SOLUTIONS

Salesforce

AWS Cloud

Cyber Security

Vryno

Azure

Digital Marketing

Zoho

Why Use Low Code Application Platform for Manufacturing Industry?

Introduction to Zoho Creator

What is Zoho Creator?

Why Use Zoho Creator?

1. Quick Web Development

2. Secure Sharing, Accessing, and Collaboration

3. Easy to Use and Accessible

4. Easy Integrations

5. Graphical Interface Layer

Manufacturing Industry Undergoing Digital Transformation

Increasing Demand of Low Code Among Manufacturing Businesses

Conclusion

1. Microservices

2. Serverless Web Applications

3. Data Processing

4.Scheduled Tasks

5.Serverless APIs

6. Intelligent AI Solutions

7. Mobile Applications

Developer First, Developer Friendly

1. Speaks All Languages

2. Deploys from Anywhere

3. Seamless Development and Production

Features of Zoho Catalyst

1. Compute

2. Orchestrate

3. Storage

4. Intelligent

5. Other Services

Benefits of Zoho Catalyst

1. Simplicity

2. Low Coding

3. Save Time and Money

4. BaaS (Backend as a Service)

5. FaaS (Functions as a Service)

Conclusion

Zoho CRM Blueprint

Sales Problems in Explore Electronic Pvt. Ltd.

Solutions Offered by Zoho CRM Blueprint

Lead Qualification

Following-Up

Order Management

Fundamental Blocks of Zoho CRM Blueprint

State

Transition

Designing a Blueprint

1. Entering Basic Information

2. Defining Process Flow

3. Configure Transition Settings

Conclusion

Deliberations Over Implementing Zoho Vertical CRM

The popularity of Vertical CRM Solutions

Benefits of Vertical CRMs

1. Cost-effective Solution

2. Developer Console

3. Vertical CRM Extensions

4. Customization

5. Automation