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What is Zoho Connect and How Is It Different from Zoho Cliq?

Rabia Bajaj / social intranet software, team chat app, team collaboration software, what is zoho connect, zoho partner / CRM Services

One of the most important and fundamental tenets of doing a business is seamless team collaboration. It is only with effective team collaboration that getting the best out of two or more individuals becomes possible. In addition to keeping the team members safe from facing any burden of work, team collaboration ensures that the work gets distributed evenly.

For this reason, team collaboration software proves to be extremely useful. The implementation of a team collaboration software solution enables a team to work together and solve challenging situations. This also leads to innovation, success, better communication, and efficiency.

Both Zoho Connect and Zoho Cliq are team collaboration software applications in essence. That still, they still differ from each other in terms of the functions they solve.

Zoho Cliq is a business messaging tool that enables teams to communicate in real-time. The team members of an organization that uses Zoho Cliq can create channels for specific projects or teams while making audio and video calls that help in being more productive.

On the other hand, Zoho Connect is more like a private social network for enterprises. It is social intranet software that helps the team members to share ideas and updates, take part in discussions, share important files, create a detailed knowledge base, and automate internal processes.

In this blog, we will see what Zoho Connect is and how it is different from Zoho Cliq in complete detail so that we understand the team collaboration benefits that both of these software applications can offer.

What is Zoho Connect?

Zoho Connect is team collaboration software that is used for unifying the team members, resources, and applications that a team needs. With the implementation of Zoho Connect, the team members can share ideas, hold real-time discussions, contact each other, create their own applications, build the knowledge base, manage work plans, and access applications that are created to make teamwork easy.

Therefore, Zoho Connect can be used when someone wants to keep everything in the loop and understand more about what might be happening in an organization. It has a social network-themed feed that helps the team members with ideation and detailed planning. You can also set up a knowledge base and file repository that the members can refer to anytime when needed.

Features of Zoho Connect

1. Effective Collaboration: Within Zoho Connect, custom groups can be formed based on the completion of some project parameters. Without any lag or formality of an email or team collaboration, the project completion becomes much more practical with the use of Zoho Connect.

Once the team is selected and finalized upon, it becomes a way more effective collaboration with the same group again for the completion of future projects.

2. Real-time Communication: With so many features that the customers use in their lives already, Zoho Connect uses the capabilities like live feeds so that the teams can stay up to date and familiar with projects, share great ideas with each other, and partner on projects for streamlining completion.

With this casual approach to project management, the team members are more than likely more willing to approach the project because the communication turns friendly and teammate-like as opposed to the formality of email communication.

3. Consolidating Project Features: Regardless of how the project development has been taking place, it is more than likely that there has been some kind of shared documentation that is needed to finally bring the project to completion.

With the use of a social intranet software such as Zoho Connect, it becomes easy for the team members to get everything in just one place so that access becomes easy and quick. This further helps in delivering the project at the right time and successfully.

4. Chatting Easily: One of the best and most amazing benefits of living and working in the digitally forward time is the capability to connect with other people in real-time without getting the workflow to be disrupted.

Although phone calls and emails are effective communication tools, it becomes very hard to tend to updates in the same form in case you are caught up in a meeting or trying to arrive at an immediate answer. Zoho Connect helps you in getting a quick answer without disrupting your productivity or even delaying timing on any other projects.

5. Automation Saves Time: On a very frequent basis, we spend a considerable amount of time performing taxing things or investing valuable energy in the completion of tasks that do not require a lot of brain activity.

Fortunately, Zoho Connect has automation workflows that can be easily established so that the team members are not spending valuable time and energy on the tasks while using their time on innovation and collaboration for new ideas.

With useful forms that are customizable to fit a team’s needs, the team can have all the important resources in one place for getting the job done quickly and effectively.

6. Assigning Tasks: A project development can include multiple stakeholders and so, it can often feel pretty overwhelming while managing every person’s expectations can be a task in and of itself.

With the implementation of Zoho Connect, you are able to assign some steps in the processes that should be designated to the team members so that they know what needs to be done. This also helps in eliminating small follow-up emails or a de-motivating work environment between the team members.

7. Mobile-Friendly: The simple ability to connect with another person through a mobile device changes the way in which we can communicate and relate to someone. Zoho Connect is very easily available on mobile devices

The team members can actually reach out as and when the inspiration strikes, in between different meetings, or even to check-in and ensure that the processes are going well and everyone has what they need. This connection offered by the product provides optimal collaboration and teamwork.

8. Integration With Other Zoho Apps: Zoho Connect is an important part of the Zoho family. It is a platform that can be integrated with other products that a company might be using to grow a business. From the email marketing tools to the productivity platforms such as emails and calendars.

Zoho Connect helps in complete communication with other Zoho apps so that all the updates are in one platform and can be reflected in the rest that you are choosing to sync together. This way, you will not only save time and effort, but you will also enable your team to trust the important information that they have as being accurate and updated at all times.

What is Zoho Cliq?

Zoho Cliq is a business messaging tool that helps in real-time messaging and file sharing between the team members of an organization. Most teams use Zoho Cliq when they wish to collaborate in real-time for completing specific tasks with the team members.

In addition, one can also work remotely with their teams by sharing the screen, making audio and video calls, or even by starting a video broadcast. There are chatbots in Cliq that help in communicating data across other applications that a person uses. This makes Zoho Cliq ideal for sharing important information and executing other tasks.

Features of Zoho Cliq

1. Group Chats: One of the most important functions of Zoho Cliq is that it helps in creating an easy space for facilitating group chats between the team members. The team members can create accounts, set up channels, and also invite more and more people to join in. These channels are a way to open up to any member of an account and help in easily inviting or joining someone. Almost every channel can get represented by a name and a description.

In addition to the channel feature, Zoho Cliq also offers a team chat app that supports direct messages with people and groups. An important aspect of Zoho Cliq is the columnar design that it comes with. As an increasing number of channels start joining and messaging, each chat opens its panel or column.

The more chats you end up opening more will be the columns that can fill the screen. This layout is simple and pretty organized because it enables you to open more than just one chat window at a specific time. You can also refer to any conversation while replying to another. All in all, this makes team communication very easy.

2. Video Calls and Screen Sharing: In addition to all the features offered by Zoho Cliq, there is one other feature and that is video calling screen sharing. This makes connecting with your team members much easier and interactive. You can talk to a team member sitting across the world thinking that he/she is sitting right in front of you.

All you need is a stable internet connection and you will be able to make video calls, audio calls, and share your screen effectively with your peers. This can also be done with group chats.

3. Monitoring Conversations: A very common problem with messaging applications is solving all the conversations that can happen between the team members. When a person asks a question or starts a conversation in a channel and in case that might get delayed in the way that the person does not reply at the right time then the conversational flow is disturbed.

Another scenario is that there are multiple prompts in one conversation that may lead to missing out on questions asked by some team members. When your Zoho partner implements Zoho Cliq for you, one of the best features that you will discover is no ignored conversation. When a post that asks for additional follow-up separates from the rest of the channel, it can be forked to a private message.

This forked conversation appears as an independent selection in the list of channels and direct messages that are there on the left with an annotation of being Forked. This is a useful benefit for people who work in different time zones and may feel the need to catch up with everyday conversations in just one go.

4. Extensions: With the team collaboration software of Zoho Cliq, you can be sure about downloading a variety of extensions from the Zoho Marketplace. You can also connect your Google Drive, other Zoho applications, Dropbox, etc. with the integration of relevant extensions. In addition, you can also download extensions such as the meme extension that allows you to post interactive memes in your chat quickly.

An entire list of the extensions that can be integrated is easily accessed on the website of the Zoho marketplace. Zoho makes sure that the extensions are published and created to the Cliq Marketplace.

5. Easy Access: Zoho Cliq offers a distinct ability to be accessed in different ways. The team members of an organization can access it through desktop applications, tablets, mobile devices, or browsers. In addition, if someone is working with different Zoho applications, they are likely to find the Cliq bar on the bottom of a browser so that communication with other applications becomes easy.

In fact, a conversation that was started on a mobile can be shifted to a tablet and then be finished on the desktop. This way, you will not lose any chats and you will also not have any hassle downloading the chats because you will be able to see all your chats instantly.

Unlike other applications, adding a new user to the Zoho Cliq channels means that the new user is eligible to access old chats before the time when they were added. All that a user has to do is a scroll in the upwards direction and it becomes easy to access the chat history. This also means that finding the messages is relatively simple.

Conclusion:

To conclude, Zoho Cliq is a team communication and collaboration solution that helps the team with private channels, video conferencing, searchable chat histories, file sharing, and more. On the other hand, Zoho Connect is a team collaboration application that unifies people, resources, and applications they need.

Both these software applications are excellent for team collaboration and pay off really well in seamless working. If you want to implement either of the two, feel free to get in touch with Encaptechno who can become your Zoho partner.

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CRM Servicessocial intranet software, team chat app, team collaboration software, what is zoho connect, zoho partner

What are the Advantages of Salesforce Over Other CRMs?

Abhishek Sharma / benefits of salesforce, Salesforce advantages, salesforce consultant, salesforce implementation partner / CRM Services

Customer focus and customer-oriented approach is an important aspect of creating a comprehensive ecosystem where the customer data can converge. Connecting significant business areas such as customer services, marketing, sales operations, and account management enables enterprises to get a holistic understanding of the customer while also managing customer relationships much better.

Customer relationship software can offer great benefits to companies. At the present time, many organizations all over the world understand the importance of CRM and implement this software for better productivity. However, with so many options available at one’s disposal, choosing a suitable CRM can seem overwhelming.

In this scenario, Salesforce emerges as one of the most widely chosen CRM adopted by many people and companies. This impressive level of success that is shown by Salesforce is a result of the many remarkable benefits and resources that it provides.

There are many Salesforce advantages that make this CRM a top choice for customers. In this blog, we will be mentioning some of the most common ones that make the implementation of Salesforce indispensable.

What is Salesforce?

Salesforce is a customer relationship management solution that enables companies and customers to come together. It is basically an integrated CRM solution that gives all the departments including the marketing, sales, technology, etc. a single share of each customer.

Salesforce actually began as a Software as a Service CRM company. However, today it provides various software solutions and a platform for the users to develop and distribute custom software applications. It comes with multi-tenant architecture and allows customers to share common technology that runs on the latest releases. One never has to worry about application or infrastructure upgrades because they happen automatically. The benefits of Salesforce help an organization focus on innovation rather than just managing technology.

How it All Started?

Much before Salesforce came into the picture, customer relationship management solutions were hosted on the server of a company. It took a lot of money and time for companies to have their own CRM solutions and even after setting up the solutions, the purpose was not fulfilled because the solutions were difficult to use.

Hence, building a cost-effective CRM software solution and delivering it online as a service became an evident solution. This was actually the main idea behind Salesforce which started as Software as a Service company. After considerable development, it has now grown into one of the largest software companies in the world.

Not long after the release of Salesforce, it became a hit because it was not merely a product at a fraction of cost; rather it was a software that solved many purposes all at once. Some of the cloud software solutions offered by Salesforce are Salesforce Sales Cloud, Salesforce Marketing Cloud, Salesforce Service Cloud, Salesforce Community Cloud, Salesforce Commerce Cloud, etc.

Advantages of Salesforce CRM

1. Collecting and Using Customer Information

One of the best and most important benefits of using Salesforce is the information that this software solution is capable of extracting, both in terms of quality and quantity. Getting in touch with the Salesforce implementation partner and actually adopting the solution will enable you to look at a substantial amount of information needed before getting in touch with a potential customer.

Now, there are a couple of reasons why this is considered as important. In the first place, it helps you in easily tracking information that is needed to keep your customer profiles organized. You can have all information that is considered useful at just one location and you can also look upon any lead that you want even when the leads are assigned to other representatives. This offers a holistic and complete approach to manage a business.

Moreover, with shared customer information, a company’s representatives can have better control over getting things done. They can also eliminate any possible gaps that a person can have in a customer support model. All in all, it becomes easy to manage and use important customer information with the help of Salesforce.

2. User-friendly

A standpoint that makes a software solution effective is the ability of that software to be user-friendly in nature. When it comes to Salesforce, this is particularly true and cannot be refuted. The CRM solution is designed in a way that even companies that do not have a technical background can use it for their benefit.

The benefits of Salesforce help many companies to reach their complete potential while being easy to use for even beginners. As a matter of fact, Salesforce is competent to meet and even exceed the user-friendliness quotient by offering its users a highly intuitive and simple user interface.

As opposed to many other CRM solutions, there is never any need to get increasingly involved in coding or pouring through information about different product updates. Rather, almost everything is served in an easy-to-understand format which is designed to reduce any problems and difficulties.

3. Scalable CRM Solution

Investing in a good quality CRM solution is actually like an investment. It should solve the business needs of the present and the future while assuring the businesses of better results. Salesforce does just that. Be it looking after a company’s present customer relationships or ensuring a strong customer base that can build in the coming years, Salesforce carries the capacity and ability to scale up.

All businesses have their own needs and this thing is valid for the customers of a business as well. Other than being scalable, Salesforce can also be customized to solve the unique needs of a business. Since most customers look for personalization while getting their needs solved and making important purchasing decisions, Salesforce plays an important role in solving that purpose.

As a matter of fact, Salesforce makes it possible for businesses to personalize the emails that get sent to customers. It takes the purchase history of almost every customer into consideration. With the assistance of Salesforce App Cloud, businesses can create and even run their personalized applications with ease.

4. Flexibility

Salesforce comes with a wide range of benefits for companies and businesses. One of the most important benefits that it offers is flexibility and customization. It integrates seamlessly with business models and is also able to offer a detailed report and analytics tailored to the specific needs of the users.

Furthermore, the benefits of Salesforce enable the companies to measure and monitor the success of marketing campaigns while also customizing the outreach efforts on a need basis requirement. This allows in creating a completely optimized system that has the ability to function on its own. The Salesforce Cloud system also means that employees can access the software from anywhere and at any time, allowing for increased flexibility.

Basically, the objects that are found in Salesforce can be set completely in line with a person’s desires at any time. As a user, you are never actually tied into a certain set of page layouts, workflow, and processes. This makes Salesforce way more flexible as compared to other systems that are present in the market.

5. User Resources

For offering ease of use and educating its customers on the excellent functionality, customization, and flexibility, Salesforce stands out as being one of the best CRM solutions. It provides many educational posts, webinars, and other informative materials on a spectrum of topics that can be published through a comprehensive web-accessible user guide.

The final goal of the varied resources that Salesforce offers lies in empowering customers with the ability to find quick solutions in different ways. Based on what customers might think is comfortable, they can choose a suitable solution because Salesforce does its best to present the solution in many different formats.

In addition to other style resources, Salesforce also employs a knowledgeable, remarkable, and customer-oriented tech service that helps the users in overcoming any difficult problem as and when it arises.

6. Functionality and Integration

Salesforce that offers great services needed to enable quick and easy data collaboration with multiple departments. It also offers centralized customer information, an array of reports, statistical options, and the ability to run on any browser, desktop, mobile device, etc.

In addition, Salesforce also delivers dependable data security and protection which ensures that sensitive information does not get compromised. It offers employers all the resources that are needed for enhanced business efficiency and productivity. Customers can also benefit from better customer service.

7. Time Management

With a comprehensive range of customer information available and a wide range of planning resources at a user’s disposal, one gets the benefit of remarkable time management with the implementation of Salesforce. You can have all the information that is needed to prioritize work for the customers, and this means that you can also organize tasks for different accounts based on the same criteria.

Along with this, the built-in calendar tools can also be used for better visualization of the schedule for the approaching days, months, years. This means that you can constantly stay on the ball all through the steps while nurturing a potential lead.

8. Comprehensive CRM Solution

With the help of CRM Salesforce, a customer can have almost everything in just one place. It is actually a software solution that is capable of fulfilling all the expectations of the customers and the organization as well. If the companies make the best use of Salesforce they can easily be successful in the long run.

In case a company wishes to grow and climb up the ladder of success then one shouldn’t waste time and consider the opportunity of acquiring this software for the company. When the team of a company will be able to facilitate work, develop and explore its full potential, it will become way easier to achieve great things.

Salesforce can be a remarkable CRM option for improving the commercial aspect of a business and lead the company’s sales and productivity. Hence, companies should approach an experienced Salesforce implementation partner as soon as possible to make the most out of the advantages that Salesforce is capable of offering.

Related Read: Benefits Of Hiring a Certified Salesforce Consulting Partner

Conclusion

Salesforce is one of the most popular and highly favored CRM solutions that offer immense benefits to its users. It is a platform that has been evaluated by many users and continues to offer assured benefits. In case you have still not implemented a CRM solution then take that decision today to give your business a positive transformation.

Encaptechno has been working as a reliable Salesforce consultant and implementation partner for many companies. Experience the unlimited benefits offered by Salesforce by implementing its software, today!

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CRM Servicesbenefits of salesforce, Salesforce advantages, salesforce consultant, salesforce implementation partner

Zoho Sprints V/S Zoho Projects: What is the Difference?

Rabia Bajaj / agile project management tools, project management software, what is zoho projects, what is zoho sprints, zoho consultant / CRM Services

The success of any project relies on finding something that leads to team productivity and effective project management. The project managers in any organization are required to see the bigger picture of each project and they might struggle to manage tasks that can effectively fulfill a project’s need.

More often than not, the project managers deal with a significant amount of difficulty to keep a track of everything that they are supposed to monitor which leads to the situation going haywire. Now, in order to get rid of this chaos, project management software ends up making everything much better and way more streamlined.

Zoho Sprints and Zoho Projects are both project management tools that enable businesses to manage projects efficiently. In case a business firmly believes in following a traditional approach to manage project completion and organize several tasks then Zoho Projects is perfectly suitable.

However, in case a business is keen on following a top to bottom approach for managing projects while ensuring a streamlined workflow at every step then Zoho Sprints can be preferred. Zoho Sprints is essentially an agile project management tool.

In this blog, we will see a detailed comparison between Zoho Sprints and Zoho Projects. In case you are running a business or if you are or aim to become an efficient project manager then this blog will give you a descriptive understanding of two of the most effective project management software applications.

What is Zoho Sprints?

Zoho Sprints can be understood as a cloud-based project planning and monitoring solution for businesses that prefer working on an agile methodology. It provides the agile teams with a drag-and-drop feature, a meeting schedule feature, a dashboard to manage everything, timesheets, reports, a team activity feed, etc. This is software that is used by teams of different sizes working on numerous projects.

It is extremely rich in features, very easy to use, and comes at an affordable cost. The users can begin a free trial of Zoho Sprints just by creating a Zoho account and opening the Sprints application. Eventually, the user can get access to an active application that will include a sample project. This app can enable the user to use rich features and functionality.

Features of Zoho Sprints

As an agile project management tool, Zoho Sprints solves the needs of an agile team for a quick and efficient system capable of keeping up with a fast-paced work environment. It comes with a wide range of features that help in achieving optimal performance. Some of them are:

1. Monitoring Project Development

Being aware of how close or how far away the team is from reaching project completion enables to keep a track of development and also achieving milestones within a decided time period. Zoho Sprints has a Scrum board that is used for tracking each team member’s progress transparently.

As and when a team member will complete a task, it will get reflected in the mutual team feed. Furthermore, the team members can also customize the project status dependent on particular requirements and steps of the project. The team members can reopen different tasks, remove errors, and also move stories with the help of the drag-and-drop method.

It is because of these small details that a project manager stays on track with small details while sorting items according to estimation points, priorities, and story. The graph of Sprint activity enables us to see all the changes made including the items that get added recently, closed, opened again, shifted, and the ones that remain idle.

2. Prioritize Tasks

Regardless of the size of different tasks needed to be completed in project completion, they can pile up on one another easily. In case they are not tracked, the ones with medium to low priority may be easily overlooked. With the implementation of Zoho Sprints, this problem can be solved.

The project management software comes with a drag-and-drop feature which enables to move the hierarchy of tasks based on importance and urgency. Moreover, there are reminders and fixed durations that notify the team members whenever there is a newly released sprint.

3. Timesheets Maintenance

With the help of Zoho Sprints, it becomes possible for all team members to log in to billable and non-billable hours. This enables tracking and aggregating the time logs of all team members. According to their discretion, the team members can choose which task they wish to work on while recording the total time spent on working on the same task.

This project management software has a global timer that helps in starting, stopping, and pausing for certain items so that the day’s work can be broken down. Simultaneously, the scrum master and product owner can also approve the timesheets in just one click. This helps in understanding the total time needed for the upcoming sprint and completing invoices efficiently.

4. Enhancing Project Analytics

Zoho Sprints comes with a velocity chart that offers the project delivery rate of a team and also helps in estimating future sprints. On the other hand, the Burnup and Burndown charts also showcase a team’s speed while reaching the project line.

In addition, the cumulative flow diagram is also important for determining any changes in the work progress and finding any possible bottlenecks. The data that gets recorded in these features helps the team members to implement some actionable steps that can further strengthen a team’s productivity and efficiency.

5. Consistent Interaction With Team

While using Zoho Sprints, it becomes much simpler to manage meetings because the software helps the team members to look for upcoming and already completed meetings.

All team members who are supposed to attend a specific meeting are sent reminders so that it is ensured that the meeting goes as planned and something productive comes out of it. Meetings are extremely important in an agile team. Keeping that in mind, Zoho Sprints enables the team members to connect and collaborate with regular meetings.

The above mentioned are some of the features of Zoho Sprints that make it capable of helping an agile project development. Let us now understand what is Zoho Projects and what features does it offer?

What is Zoho Projects?

Zoho Projects is an online project management software solution that enables a person to run a business with much-needed ease and efficiency. It was made to offer a rather holistic solution for everyday problems that occur in project management and adds great value to a business.

It is software that helps in planning, tracking, collaborating, and achieving business targets with ease. You can get started with using this software in a simple way with only a few initial configurations and customizations. This software is available in different subscription plans that solve the needs of organizations of different sizes.

Features of Zoho Projects

1. Task Automation

Zoho Projects enables you to automate a task which means that you can set time for adding a task or even a reminder. It is mainly known for its ability to automate different tasks by setting up a centralized workflow. There is a blueprint feature that enables the creation of an independent blueprint with proper designing, the configuration of settings, and execution of processes easily.

With the help of task automation that Zoho Projects offers, task automation can become way easier because the recurring work is removed. This helps in making sure that just the right steps are taken to complete the project implementation. Different tasks can be easily automated with the help of Zoho Projects and by getting in touch with an experienced Zoho consultant.

2. Forming Task Lists

While a team of an organization is implementing task management rules and timelines, the chances of working continuously are increased tremendously. There is no delay or interruption. A significant feature of Zoho Projects is that it allows creating task lists which helps the users to create a streamlined list of things to be done in any project.

By tasks, we mean that activities that should be accomplished in a specific period of time. For adding any specific task from the dashboard, you can click on the “Add Task” button and enter a suitable name associated with the task. You can also make any task in the task list while including associated files or attachments for the colleagues to view.

3. Document Sharing

Zoho Projects is a project management software that lets users access tools that manage and share multiple types of documents and files. These files and documents can be stored in just one place while being associated with specific tasks. A hierarchy of folders can also be used for storing documents in a manner that mirrors the structure of present workflows.

For uploading the important documents and tracking the file versions, you can click on the Documents button and choose the file that you want to upload. After this, add a description along with important tags and select which folder for the file.

An automatic notification will be sent to the users when the file has finished uploading in case you choose that option. These notices are going to go out irrespective of the fact if a user has enabled a notification or not.

4. Setting Tasks and Milestones

With the help of task management, task dependency views, and project milestones, it becomes possible to carry out resource allocation and report on any function. You can set the tasks and assign them to the staff just as you feel it is necessary.

Other than this, it is also possible to set the due dates for tasks so that they can be delivered in a timely fashion. With every task, there is a timer equipped anyone who is assigned a task can log in their hours while undertaking and completing that task.

A task can have attachments and instructions and it is also possible to form a dependency where beginning one task will depend on the completion of another. Right after the task is completed; the dependency can be set to close. Additionally, custom statuses of tasks can also be configured. The milestones must be logged separately. Either they can be associated with tasks or you can set a milestone for a set of tasks.

5. Gantt Charts

Gantt Charts offered in Zoho Projects are another way to visualize the progress of the tasks that are underway. They allow you to see every detail of a project including the task lists, percentages of completeness, overdue tasks, dependencies, and milestones. Every category is assigned a different color which makes it easy to identify and distinguish the tasks.

Besides this, the rescheduling and reorganizing of the tasks are also made simple with the use of Gantt Charts. You can alter your plans by adding the tasks, dragging and dropping a task from one area of the chart to another, and then editing the milestones just as is needed.

Moreover, you can also switch views on a chart depending on the kind of information that is needed. If you wish to know which projects are due in the coming time then you can switch the view of the Gantt chart for showing the upcoming due dates first. Finally, the Gantt Chart can be customized based on your preference including scaling a chart, filtering the information, and exporting the task data just as needed.

Conclusion

Basically, Zoho Projects is an online project management software for creating and managing projects and Zoho Sprints is a planning and tracking tool for agile teams in particular. Where Zoho Projects help in planning project activities, assigning work, and managing resources, Zoho Sprints is a tool that prepares teams to cope up with changes and complete projects timely.

Regardless, both of these tools help in project management. Whether an organization wants to use Zoho Projects or Zoho Sprints depends entirely on the approach to managing projects.

Get in touch with the experienced Zoho consultants to make your project management goals sorted. They will help you get the most out of these project management software applications according to your organization’s goals.

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CRM Servicesagile project management tools, project management software, what is zoho projects, what is zoho sprints, zoho consultant

Integrate Your Apps with Zoho Flow

Abhishek Sharma / business workflow automations, what is zoho flow, zoho flow chart, zoho integrations, zoho partner / CRM Services

Workflows, deadlines, and the progress of a project are significant things to focus on in any business. Today, we have a different application for managing different tasks. Now imagine a web tool that can be used for linking business applications to produce effective workflows and application pipelines. Sounds good, right?

Well, we are here to tell you that this is actually possible with a tool called Zoho flow. It is a tool made to offer an empowered way for creating solutions that work in the best possible way. With Zoho integrations, you can modify and adjust the flows as business processes change and an organization develops.

With the Zoho flow, it is possible to develop tools for data processing or constructing robust routines for everyday use. Zoho flow helps to solve several problems in an independent way.

In this blog, we will understand how we can integrate applications with Zoho Flow but first, we will begin with the basics.

What is Zoho Flow?

Zoho flow can be described as an integration platform that helps in connecting cloud applications. It helps in setting up important workflows for automating information exchange amongst the applications a person uses. With the use of Zoho flow, there is no longer any need to learn to code for integration.

A flow is actually a combination of triggers and actions. The trigger starts the flow, and the other actions are tasks that are executed by the flow. The trigger can also be a data update or even a scheduled point in time. For instance, it is possible to create a flow that either creates or updates contacts in Zoho CRM anytime a new entry gets submitted in the Zoho Forms.

In the Zoho flow, a flow can be termed as a connection between a trigger and an action. A trigger acts as the “if” part in the “if-then” logic, it is what listens to a triggering event and what “fires” or starts the flow. The action on the other hand is the result of flow. It is best to think of this as the work that gets done once the trigger fires. Typically, it is for people to configure an associated path between applications to share machine-related data with the variables.

The business workflow automation enables one to create a flow that is capable of sending monthly email reminders to the employees for submitting reports. The actions can either be updating data in an application, delaying a project, sending an email, creating a custom function, etc. In addition, it is also possible to include branching logic based on conditions that create powerful flows.

For example; you can have a flow that is capable of sending an email over 15 minutes after an entry gets submitted in a form. This flow has two actions that include sending an email or delaying for 15 minutes.

Working of Zoho Flow

Zoho Flow is responsible for offering a platform that enables a person to create flows that connect cloud applications for automating data and transferring information. It is a tool that helps in saving time so that one can focus on tasks that need more attention. This allows saving time so that one can focus on the tasks that need more attention.

For instance, let’s say that you want to create or even update a contact in Zoho CRM each time a new entry gets submitted in Zoho Forms. Here, receiving a new entry is the main trigger, and creating a contact is an action.

Zoho flow also helps in adding multiple actions to a flow for executing things sequentially. In the example mentioned above, one can add an action for sending a message to a specific channel with details of all contacts from CRM.

The business workflow automations that Zoho flow brings, the logic elements automate complex business tasks down to small details. In this example, one can also configure logic to choose which channel is good for sending the workflow message dependent on the value of a deal.

Zoho Flow Makes Businesses Efficient

Zoho Flow is an integration platform that connects different applications together for setting a person free. From moving important information between applications to carrying out some complex business processes, one can automate a whole range of tasks with Zoho Flow.

The way in which Zoho Flow makes a business efficient is as follows:

1. Dynamic Integrations

Zoho Flow comes with a builder that removes all hassles from building workflows. It has a drag and drop interface that brings all applications together only within a few seconds while giving a flowchart view of all steps involved in the integration.

In addition, Zoho Flow also includes handy editing tools so that one can quickly adapt to workflow changes in a business. The dynamic integrations make business workflow automation much easier.

2. Customizing Workflows

Any efficient business needs extensive workflow management. By using the powerful logic elements of Zoho Flow, it is possible to introduce if-then decision branches for carrying out tasks in tandem or defining time intervals between the tasks.

For fine-tuning the workflows to custom business requirements, one can create functions with Deluge with an easy-to-use scripting language.

3. Automating Workflow

Zoho Flow provides effective business workflow automation with its features. With the use of Zoho Flow, one can collaborate to build workflows and share them all across an organization.

In addition, one can also add team members to an account, be a part of multiple teams and switch between them easily anytime when it is required.

4. Tracking History

The history interface that is offered by Zoho Flow helps in digging through all the Flow executions for identifying when and how a problem has occurred.

This registers the timestamps for every trigger and action that is involved in the Flows and keeps one informed about all details.

5. Workflow Insights

The dashboard in the Zoho Flow tool offers a bird’s eye view of all the business workflows which further helps in analyzing them from just one place.

One can view the list of top flows in an account, the number of lives, paused and drafted flows, execution details, and success rate.

6. Ready to use Flows

Zoho Flows also hosts a comprehensive set of around 200 pre-built flows, spanning across 100+ business applications that it supports.

One can either install or use these Flows just as they are or make simple edits for tailoring them to your needs.

7. Custom Integrations

Zoho Flow is offered in the Zoho One bundle which opens up many new possibilities for custom Zoho integrations.

In addition, now that Flow can power the third-party integrations on Zoho, there is no need to compromise on the applications that are needed for a business.

Functions of Different Zoho Flow Features

1. My Flows: You will see My Flows on the first screen only when you log in to the Zoho Flow account. In this feature, you can view the collection of flows in your organization, switch flows on or off, delete the flows, create a copy of the existing flow, etc.

By clicking on a flow, you can also edit it or view the execution details. All flows consist of three tabs namely Summary, History, and Builder.

2. Builder: The option of builder helps in building, configuring, and editing the flows in the builder. There are various builder tools such as save, undo, redo and test and debug that help in creating a workflow.

You can use app actions combined with logic elements for adding details and custom rules for adding to the workflow.

3. Summary: This is a tab that allows you to view all details related to the flow such as recent executions, success rate, and the connected applications.

By using Summary, you can also edit the name and detailed description of the flow.

4. History: Almost all execution options of the flow are recorded in the History tab. You can view the history for some time by applying a filter.

Click on each execution for more details such as input and output of every task. This is particularly more useful when execution fails and you need to understand where the error occurred to troubleshoot.

5. Dashboard: With the option of Dashboard, you can visualize the most important performance indicators for all the flows in your organization.

The dashboard shows many flows that are in the organization including the ones that are already live or paused and the ones that are yet to go live.

6. Settings: You can manage all your organization details including the flow history, connections, and profile information in the Settings action.

All the data that gets edited here will depend on a person’s role in an organization.

Today, there is a different application for all business functions. By using specialized applications, you can make your functions work extremely well independently, but for these apps to work together, integrations are extremely important. Most of the time, the integrations are too complex to build entirely on your own.

In the past, most people paid a significant amount of money to experts who built these integrations or took the time to learn to code and test these integrations. Now, this problem can be solved. With the help of Zoho Flow, all the apps can be connected together easily.

Conclusion

Zoho Flow is an excellent way to tie all apps together and be entirely free because it brings about excellent business workflow automation. By connecting, automating, and orchestrating everyday tasks to detailed workflows, all business tasks can run effectively.

In case you want to implement Zoho Flow and need support then get in touch with an experienced Zoho partner for the best results. For more information, reach out to Encaptechno, today!

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CRM Servicesbusiness workflow automations, what is zoho flow, zoho flow chart, zoho integrations, zoho partner

What is Zoho Voice?

Abhishek Sharma / cloud based business phone system, cloud based telephony software, telephony software for SMB, zoho partner / CRM Services

Any business that is looking to expand its reach will think of national and international growth. If you are already a part or an owner of that business then you would know the importance of seamless communication.

To be able to make this communication possible, a cloud-based business phone system can do wonders. It makes business communication simple, affordable, and trustworthy. Zoho Voice is a software application that does just the same. It is a cloud-based business phone system that enables a person to make and receive local and international calls from the Zoho Voice web and mobile applications.

You can easily add your team members as users in Zoho Voice, buy the voice credits and phone numbers, configure IVRs and assign extensions to individual users. In addition, cloud-based telephony software like Zoho Voice also makes it possible for customers to make and receive calls using digital pads in Zoho Voice.

Go ahead and take the first step in replacing your old-fashioned fixed lines with a dependable and flexible online telephony software application such as Zoho Voice.

Some of the immediate offers that Zoho Voice includes are:

Owning Virtual Business Phone Numbers: Zoho Voice is excellent telephony software for SMB that helps business owners to get their own virtual business phone numbers. One can make and receive calls from anywhere and on any device.
Simple Deployment: Zoho Voice also helps in setting up your cloud-based phone system in simple steps. All a person needs is an active internet connection with no special equipment.
Connect With Teammates: You can add all your teammates to just one account and stay connected with the help of extension calling of Zoho Voice.
International Reach: The implementation of Zoho Voice helps in setting up local and toll-free numbers from various countries and helps your business grow beyond borders.
High-quality Calls: Zoho Voice is a cloud-based business phone system that helps in making calls without stressing about the budget. You can experience uncompromising quality on your business calls while saving a lot of money, particularly if you make a lot of international calls.
Pay As You Go: Zoho Voice enables you to buy voice credits and pay for your calls when you make or receive them.

Creating a new account and adding users to that account is very simple in Zoho Voice. To understand this better, let us have a look at it in detail.

Creating Zoho Voice Account

In case you are new to Zoho and wish to use Zoho Voice as your cloud-based business phone system then you will need to follow some steps. They are:

Go to the sign-up page for creating your account.
Enter a username and password.
Choose your country
Make sure that you read the Terms of Use and Privacy Policy in complete detail. Finally, click Sign Up.

Other than this, you can also sign in using Google, Office365, Facebook, LinkedIn, Slack, Twitter, Yahoo, etc.

Adding Users to Zoho Voice

Right after you have successfully created your account, you can quickly start adding users seamlessly. These users can also log in to your Zoho Voice account and configure or view several settings based on the advantages that they have.

To add a user, take the following steps:

Go to Settings and then click on Users.
Click + Add Users at the top right corner of this page and go ahead.
Enter the name, email address, and mobile number of the user you want to add.
Select the Zoho Voice UI language and the different time zone from various dropdown boxes.
Next, you can also choose the role that you wish to give to the user. Mostly, there are three types of users that include admins, supervisors, and technicians. You can evaluate the users that you are adding and place them in these three brackets accordingly.

Admins: The admins can make and receive calls while performing all operations in the Zoho Voice except payments. In addition, the Admins are also able to view and edit all call logs and recordings for all the purchased numbers.
Technician: In case you choose to add the user as a technician, you will have to assign them at least one phone number so that it is possible for the user to view the call details and settings for the same number while using that number as the default number for initiating calls. In case you have not purchased a number yet, you can also choose to assign a number for the user later.
Supervisors: You can also begin by adding users as supervisors and assign technicians to them accordingly. Supervisors will be able to view the call logs easily and they will also be able to listen to the recordings of the technicians that are assigned to them.

Finally, when you are done, click on Save to add the user.

In essence, Zoho Voice is a telephony software for SMB that is capable of offering what you need to make your business communication seamless.

Some of the prominent features of Zoho Voice are:

Local and Toll-Free Numbers: One of the prime benefits of Zoho Voice is that it makes it very easy for your customers to reach out to you. You can get local and toll-free numbers in your country or any other country in which the business operates. The best part is that the toll-free numbers are completely free of charge for all callers.
Inbound Service: Zoho Voice makes it possible for you to receive calls from customers all across the world, from both mobile and landline numbers. You can either receive calls directly or configure IVRs for directing your customers to the right team.
Outbound Service: Another great feature offered by a cloud-based telephony software like Zoho Voice is that one can initiate cost-efficient outbound calls to both the mobile and landline numbers around the globe. In other cases, if inbound service is all that you are looking for then you can just disable the outbound service and you will be good to go.
Calling Agents: You can reach a colleague almost instantly using the extension dialing in the application, and also stay connected with a remote team within a moment’s notice. This makes many operations much more effective.
Interactive Voice Response: Zoho Voice enables you to set up IVRs while automatically guiding your customers to the desired team so that you can save plenty of time while handling various requests. This allows you to welcome callers with custom messages and also gives your businesses a professional touch.
Call Action Handler: You can quit keeping your customers with the use of Zoho Voice. It allows you to predefine all that needs to be done anytime an agent is busy and also assigns subagents to answer calls or effectively diverts them to voicemail.
Call Queues: Zoho Voice enables you to organize your agents into teams for easily routing calls to the relevant group. You have the option to choose whether they will receive calls simultaneously or in sequence
Live-call Status: Zoho Voice is a telephony software for SMB that helps in keeping track of the status of all live calls and also check on who handled some calls along with their duration.
Voicemail: You can enable voicemail and quickly get back to your customers when you miss their calls with the help Voicemail feature.
Call Logs and Reports: Zoho Voice helps you to get much deeper insights into your call history and generate reports based on your needs.
Call Recording: You can record your calls and analyze them later for keeping the quality of your service in check with the help of Zoho Voice.

An integral part of sales and marketing efforts involved in a business depends on calls to communicate with prospects, customers, and team members. With the help of Zoho Voice, you can streamline business communication and enhance the efficiency of your team members considerably.

Conclusion

Technology is advancing at a quick pace and it might feel difficult to keep up with every innovation, improvement, and upgrade, all at once. As the external world continues to expect this innovation and constant upgrading process, your business communication will play a pivotal role in keeping up with the development.

You can make your business communication simple, reliable, and cost-efficient by getting in touch with a Zoho partner for implementing Zoho Voice. This software will make it possible for you to make and receive international business calls using native mobile apps. You can stay connected with your customer even when you are away from your desk.

For more information, feel free to get in touch.

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CRM Servicescloud based business phone system, cloud based telephony software, telephony software for SMB, zoho partner

An Introduction to Zoho Sprints

Abhishek Sharma / agile project management tools, what is zoho sprints, zoho consultant, zoho sprints integrations / CRM Services

Managing a business is no easy feat and requires detailed planning and implementation. If you own a business then you would know the importance of project management.

Carrying out project management in a seamless manner is majorly linked to having the right tools for organizing team members, tracking various responsibilities, and gathering insight on how the team members contribute to the completion of tasks.

Keeping this well in mind, Zoho has come up with Zoho Sprints, which is one of the agile project management tools designed to manage software sprints and help the team members overcome all their hurdles.

Using the Zoho Sprints integrations, one can build right and ship quickly. It is a tool that helps in embracing agility and building products that the customers really need. It is possible to gather requirements from the engineering teams, track progress, partner with the internal and external stakeholders, and get things done quickly with the use of Zoho Sprints.

What is Zoho Sprints?

Zoho Sprints is a free online tool that is used for agile planning and tracking. It helps in creating effective user stories, scheduling agile meetings, using timesheets, and adding estimation points for tracking the work hours.

The main purpose of Zoho Sprints is to bring agility to the project development lifecycle. Being agile is actually a project management method that helps in building an iterative process where teams can quickly react to changes. This is an approach that is entirely different from the traditional waterfall model which is much more focused on testing only after the final product is built.

As opposed to this approach, an agile team focuses on delivering products in iterative cycles called Sprints which essentially means that the product is tested and delivered to customers for feedback regularly. One periodic cycle in the agile project management methodology for building projects is termed as Sprints.

Zoho Sprints integration helps in focusing on the team’s capacity for meeting the deadlines while empowering the project remarkably. Some of the most important benefits of Zoho Sprints are:

1. Overview with Dashboard

Using Zoho Sprints enables the team members to take a quick look at the big picture with the help of Sprints Dashboard. It becomes possible to track the team member engagement, knowing more about all the backlog metrics, and understanding the competition levels of all your sprints.

These dashboards have the capability to make sure that you divide the work in an effective manner and work on increasing the team member’s efficiency. Even after a member is done working on the Zoho Sprints, one can always look at the bigger picture with a simple to read and understand overview.

2. Effective Time Management

Zoho Sprints is one of the agile project management tools that help in managing and tracking time effectively. Zoho Sprints has a tab called Timesheets that is used for tracking log hours while differentiating billable and nonbillable hours for the Sprints.

Anytime a team member is logging in the time, they can start the timer from anywhere in Sprints. In addition, the Meetings tab also enables a person to schedule meetings, set clear agendas, and effectively choose participants.

The meeting reminders and the ability to search meetings take out all the pain of planning and logistics. In essence, Zoho Sprints can be considered as a perfect tool for managing time efficiently and considering time as money.

3. Analytics

Zoho Sprints present many benefits such as Velocity Charts, Burn-up Charts, Burn-down Charts, and Cumulative flow diagrams that can be used to stay at the top of data. It is software that offers analytics updates in real-time and it is these updates that help in making predictions, probable changes, and identifying bottlenecks.

In addition, with the help of release reporting, one can also take a good look at the closed sprints that were used by the team resources. The reports on Zoho Sprints help in taking a business to the next level by turning important data into insights that are considered worthy of taking action.

4. Tracking the Team

The Scrum Board in Zoho Sprints also helps in seeing where a team stands. One can personalize a board by creating custom statuses, sorting, and viewing.

In addition, it is also possible to monitor the sprint activity with the help of graphs that are based on task status. This helps in not getting the tasks lost in cracks. With the help of the Scrum Board, a clear view of projects can be obtained very easily.

5. Customizing Projects

Zoho Sprints is an agile project management tool that enables you to make a project entirely your own. Since each project has a different personality, custom fields can be used for giving a better context to almost every project. The tool leaves no room for any kind of doubt and helps in building layouts that ensure the detailing of work items.

By creating custom views for work, one can get quick access to important work items. It is also possible to minimize the time spent on mundane tasks by using existing templates or creating entirely new ones for the recurring projects.

One can also create new item types for categorizing work items based on a project that is being worked on. The custom item types such as bug fixes, minor changes, or enhancements can be used at any place where they are applicable.

6. Accommodating Change

Zoho Sprints help in planning and implementing changes for efficiently keeping up with changes that an agile journey mostly includes. With the use of Backlog, it is possible to use feedback from the last sprint and plant the next one. This always ensures that a product is moving ahead in the right direction.

The feature of Epics helps in structuring your work effectively. It is possible to break down Epics into sprints and use an established understanding to gain a better understanding. Lastly, with work item management, streamlining the sprint planning and working smartly around the tasks becomes possible using labels and checklists.

7. Collaboration

With the Zoho Sprints integration, the remote teams can be brought much closer. It is a tool that helps the distributed teams to brainstorm, collaborate and work together from any place or on any kind of device.

The social feed notifies team members at the time of all important events. Team members can then comment on the code changes and also carry out useful deliberations.

8. Release Management

An effective process of release management involves collaborating with multiple teams, and tools. Hence, Zoho Sprints brings everything together on one platform.

It is possible to sync all the code repositories, integrate effectively with the CI/CD tools, and also get contextual reports for all the releases.

Beginning With Zoho Sprints

If someone asks, “What is Zoho Sprints?” then in simple language, it is a tool that makes project management agile. It helps in getting a team agile while making a workspace much more vibrant.

Below we will gain a quick understanding of the way in which Zoho Sprints actually works by taking an example. Let’s take a person “X” as a marketing manager in a company, “Y”. If the person “X” is new to Zoho Sprints, he/she will go about managing it in the following way:

1. Create Projects: The person “X” might begin by creating a marketing project where the main task will be managing all work items related to promotion, marketing, and events. After this, the person will invite all team members in the marketing department for collaborating together.

Some team members will be given managerial roles and some executive. Finally, person “X” will be defining the estimation type of the project which will then help the team in clearly understanding estimation points of work items.

2. Building Backlog: This person “X” along with the team members will be noting down all requirements on a project in the Backlog. These items might include carrying out tasks such as social media promotions, writing blogs, shooting promotional videos, conducting events, etc.

The person “X” will then create Sprints in the project. A sprint with the name of Social Media can include managing Instagram, Facebook, Twitter, etc. and a sprint with the name of Online Blogs can include the list of all blogs that are to be written in a month.

The person “X” will assign the managers as Sprint owners so that it becomes the responsibility of these owners to prioritize the items and move them from backlog to sprint. Either the person “X” or the sprint owner can start the sprint and complete it.

3. Working Around Board: Just as the sprint begins, the team moves all work items across different statuses on the board. As and when the status of a task keeps changing, the project keeps on progressing.

When the different items in the sprint tab are finally closed, the sprint gets completed successfully and a part of the project is completely ready for delivery. All that the team members need to do is move the work status over different statuses so that as and when everything is completed, it is easy to track progress and get desired results.

The above mentioned steps explain clearly the way in which Zoho Sprints functions and makes the job much easier.

Conclusion

Zoho Sprints is the best software to plan, track and manage results in one place. With just a simple login and a simple to read dashboard, it helps the team members collaborate seamlessly. As one of the best agile project management tools built for modern workspace, it is the tool that all organizations need for easy project management.

In case you need any assistance in the implementation of Zoho Sprints, then an expert Zoho consultant can be of utmost support to you. Get in touch today to get things going and succeed in project management.

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CRM Servicesagile project management tools, what is zoho sprints, zoho consultant, zoho sprints integrations

How To Effectively Manage Business on Zoho One?

Abhishek Sharma / integrated business management, zoho one apps, zoho one implementation, zoho one suite / CRM Services

Imagine the seamlessness of this: If we give you a solution to move from scattered applications to a centralized, orderly, and most importantly, integrated suite of business apps, how simple would that make things for you? Considerably simple, right?

Well, we are here to tell you that this is not just easily possible but it is also one of the best ways to effectively manage your business.

With the implementation of the Zoho One suite, you can get all-in-one business software for running your entire business. Well-known as a leading and the best software for centralizing the workflow, Zoho One offers functions that make the business processes efficient by mapping them out.

Zoho functions as a suite of applications while offering over 40 tools that assist in optimizing important business processes that contribute to business development. It is a suite of applications that carries almost all business processes like support, teamwork, business communication, automation, marketing, and sales. In essence, Zoho One can be considered as an operating system for a business.

Why Zoho One?

In case you are wondering if the Zoho One implementation is worth it and it can run your entire business with seamlessness then the answer is an astounding “Yes.” In a usual scenario, you are constantly jumping from one app to another while duplicating the data between these applications, paying several subscriptions, and then using them for more applications to connect them and pay a big amount on the individual applications for a business.

When you implement Zoho One and access all the Zoho One apps from any device with a single login and a password, you can have a centralized platform for managing everything. In case you are keen to understand whether Zoho One is suitable for your business or not then you can hire a Zoho partner who has extensive domain knowledge and experience.

This will enable the Zoho partner to assess your business processes in complete detail and also recommend you the best applications for your business to run, tailor, and meet your specific business needs.

In case you are also looking to migrate from a current set of applications to Zoho One then these experts will help you with a detailed roadmap for the implementation and automating the business processes all over the organization.

As long as your Zoho partners have a wide range of experience in the Zoho One implementation, working seamlessly will become easy and possible. Some of the prominent benefits that come from the Zoho One implementation are:

Automating and streamlining the business processes.
Eliminating any complexity of running multiple business applications and also negating the need for several contracts and renewal cycles.
Each department in a business can easily connect with all others seamlessly.
Zoho partners will remove your data silos by easily integrating Zoho One with all applications that are important for a business.
Administrators are going to have detailed supervision of the business data. Hence, if you can make the employees more efficient because they can easily access data from a single place based on the roles and access control for making informed business decisions.

Now that we have gained an understanding of Zoho One and why the businesses should implement it, we will take a look at understanding effectively managing the business on Zoho One. This will help in understanding efficient Zoho One implementation as well.

1. Integrated Business Management

One of the prominent challenges of unsystematic software implementation that happens in most organizations is that there is no proper integration between important functions of a business. When the software applications do not have the seamlessness of integration, it can end up wasting a significant amount of precious time. This problem is solved completely with the Zoho One implementation.

It helps in saving a lot of time because integrated business management makes all processes automatic. For instance, just when the marketing professional approaches a lead, the information of the client will go into the CRM application. The prospect will get registered and then the sales process can begin easily. What’s more, is that all of these things will happen in real-time.

Just like this, the capability of productivity tools helps in interacting with the project management tools and enables fast report generation and sharing. Zoho Analytics proves extremely helpful in working with each application to offer a clear picture of how a business is performing.

2. Simple Customization

Each business model is different and works to fulfill different goals. The software application designed for general utilization is not always going to meet the needs of all businesses. Zoho One takes care of this problem by providing effective customization options.

Zoho One brings with itself an option that can enable your team members to create applications that help in significantly improving your workflow. For example, Zoho Creator comes with a well-designed GUI which makes it easy to design applications that are capable of performing on various platforms and devices. It is a software application that enables greater integration with APIs and other software platforms.

Zoho One implementation offers many options for customizing a business functioning. You can focus on your needs and streamline everything accordingly for maximum productivity. In case you are still doubtful about how you should go ahead then a Zoho partner will prove helpful in managing your software and improving the digital functionality of your business

3. Employee Based Access

At the present time, the working professionals are on the move. An increasing number of business organizations are keen on adding remote workers to their staff and each employee needs easy access to business efficiency and simple management software. When there is no real-time connection, communication and partnership can be impacted.

Zoho One comes into the picture by offering the employees account-based access to the online resources. The staff members of an organization can start a report at their office on a work computer but they can finish the same report in a remote site on a PC or a laptop.

Account-based access offered by Zoho One is an extremely helpful security measure. One can decide the small number of employees who need access to each application while also limiting access to others. This helps in making the role of each employee clear and also results in very high productivity.

4. Single Sign-On

Businesses may be using different tools and application software to do sales tracking, accounting, and HR-related work. With the use of Zoho One implementation, this is no longer a problem because the platform already has everything one would need to operate a business.

This entirely helps in getting rid of going on different sites or applications just to get important work done. Just sign in or Zoho One and almost everything can be accessed from there.

5. End-to-end Encryption

One of the biggest benefits of cloud-based systems such as Zoho One is accessibility. That said, if the right security measures are not in place then this advantage can become a liability. The customer data can be impacted if there is any kind of security breach which can then affect the business reputation.

The Zoho One apps offer end-to-end encryption for safeguarding customer data. Each application goes through many rounds of security checks to ensure that there are no vulnerabilities left. Zoho is focused on the security data of all clients because it serves as an important standpoint in any business.

Moreover, you can use security options within an organization as well. Each employee does not need separate access to the customer data. There is a feature of role-based access in the Zoho CRM application which limits the number of employees who can see and change customer information. This is a practice that prevents any sudden changes and also maintains data safety.

6. Consistent Support

With around 40 applications offered in the Zoho One suite, there is a huge amount of information that is available. Zoho understands the total time that it takes to sift through the documentation process. Hence, there are numerous options to support your business.

Zoho comes with special online guides that play an important role in understanding the basics of setting up a functional system. In addition, you can also understand how to benefit from advanced features such as remote operation and system integration.

Zoho also provides sessions to introduce new features and provide ongoing support. Certified Zoho partners are available to work for scaling up your business with the help of Zoho One. All you have to do is reach out for support to make the most out of Zoho One.

7. All-Inclusive Solution

Many small to medium-sized businesses have a conventional tendency to implement and use software applications in an unsystematic way. As these businesses expand their reach, they understand the need for marketing, sales, communication, and accounting software tools. More often than not, when any software need is not met at the right time, it is delayed for a long time.

With Zoho One implementation, businesses begin with each application considered important for an efficient workspace. Other than the fundamental productivity tools, Zoho One comes with applications that manage after aspects such as human resources, group management, finance, business communication, etc.

Conclusion

Any business comes with different important factors that involve operational strategy for promoting the services and using the tools to execute business strategies. However, all businesses require marketing, generating sales, engaging customers, satisfying them, etc. Moreover, the internal aspects such as setting up meetings, managing employees and different activities are some things that have to be taken care of as well.

Zoho One implementation enters the picture as a savior for all of the above. It provides businesses with a single platform that can be used for managing all the important applications that can be useful in running a business. If you run a business, implement Zoho one for efficient functioning and effective management of your business.

For understanding more on this, get in touch with the team of Encaptechno for expert assistance.

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CRM Servicesintegrated business management, zoho one apps, zoho one implementation, zoho one suite

Automation of Marketing Activities Using Zoho Apps

Abhinav Bhalla / marketing automation tools, online marketing activities, zoho for marketing, zoho marketing tools, zoho partners / CRM Services

If you run a business then you would know the significance of maximizing the marketing resources for the growth of your business. Presently businesses of all sizes are turning to market automation for getting the most from marketing resources. This is for a good reason because when the workflow gets automated, several benefits follow.

Marketing automation is a process by which technology gets leveraged to automate the various marketing activities of a business. In fact, marketing automation tools enable modern businesses to organize, automate, and measure the ROI for efforts while leading to an efficient marketing team and better revenue.

Marketing automation is an excellent method to:

Save important time and resources
Attract leads more frequently.
Improve conversion rates.
Make it simple to collect data on what works better

Role of Marketing in Modern Businesses

Each business is dependent on a wide number of online marketing activities. These activities are important to a customer’s journey from a lead to the point when they become a loyal and dependable customer. Marketing plays an extremely important role in attracting these leads, educating them with targeted nurturing, making them get qualified, and also getting them prepared to make a purchase.

This also continues into the period that comes after the purchase with cross-selling and up-selling campaigns being responsible for growing revenue. These surveys help in measuring and enhancing customer satisfaction and other re-engagement campaigns for connecting with dormant customers, and much more.

Marketing at Scale

Running online marketing activities without dedicated and efficient software is possible when the size of your company is still small. However, just as a company keeps growing and attracts more leads, the marketers need more channels for engaging with customers because managing interactions becomes difficult.

Capturing, nurturing, and qualifying a wide range of leads, running effective campaigns for customer segments, and different post-purchase marketing activities required to get automated. This marketing automation keeps the customer engagement consistent and meaningful. The Zoho marketing tools do just that when it comes to automating everything.

How Does Marketing Automation Help Your Business?

According to what Marketo says, over 76% of organizations implementing marketing automation generate a return on investment within the first year itself. That’s not all. It is also said that over 44% see a return within just six months.

The most important function of Zoho for marketing automation tools is to automate and streamline activities carried out by the sales and marketing teams. One can plan and execute lead generation and nurturing plans to launch a wide range of digital ad campaigns from a central hub without hitting buttons such as, “send” or “launch” on each message, email, or ad.

The businesses that use marketing automation can see a wide range of benefits across all of their important everyday operations. An important increase in the number of qualified leads that reach the sales team, a higher conversion rate, and better productivity for sales and marketing teams are good ways in which marketing automation helps a business.

Marketing Automation with Zoho Apps

Zoho apps a wide range of apps that support online marketing activities and also help in running efficient campaigns. These apps assist the task of marketing automation which helps in passing quality leads to sales.

Some of the common features offered by these marketing automation apps include segmentation, lead scoring, and Google Ads that help in streamlining and automating marketing efforts.

To help you gain a better insight into the functioning of these apps with respect to marketing automation, we will discuss them one by one.

1. Zoho MarketingHub

A comprehensive marketing automation software that helps in managing marketing activities successfully, Zoho Marketing Hub manages promotions across different channels. It helps in generating more leads, retaining them for a long time, and converting them to customers.

Zoho MarketingHub gives the marketing control entirely in your hands. It is a single place to educate, influence, and engage leads. Assisting in lead management, Zoho MarketingHub enables to catch, nurture and convert leads while also passing on the best to the sales team.

Related Read: Zoho MarketingHub – A Complete Marketing Automation Software

2. Zoho Campaigns

This software is an email marketing tool that helps businesses to grow their audience. Other than helping to create responsive designs, delivering emails to inboxes, triggering automated workflows, connecting with customers, and customizing messages, Zoho Campaigns also helps in advanced email automation.

The automated workflows and drip series offer help in delivering targeted messages to the customers. The pre-defined and tailor-made workflows of Zoho Campaigns help in sending messages on almost every occasion.

Related Read: Zoho Campaigns – An Outstanding Email Marketing Tool

3. Zoho Social

One of the easiest ways to manage a brand on social media, Zoho Social helps in scheduling unlimited posts, creating tailor-made reports, and monitoring all that matters.

The brands can analyze their social media performance with the help of Zoho Social in an accurate manner.

Related Read: Track Your Social Media Channels with Zoho Social

4. Zoho Survey

This is a tool that enables businesses to create survey creation in a suitable way. It helps the marketers to create a survey within a few minutes.

By using Zoho Survey, marketers can reach their audience on almost every device. They can also view results in real-time and graphically as well. By following a simple and three steps procedure of creating, collecting, and concluding, the marketers can create reports, analyze them and improve their steps for better understanding.

5. Zoho Forms

Digital marketers can simplify data collection with the assistance of online Zoho Forms. It helps in creating forms, efficiently manage the data with integrate apps, receive instant alerts, etc.

With a tool such as Zoho Forms, it becomes simple to focus sharply on a business.

6. Zoho Sites

With the assistance of Zoho Sites, it becomes possible to build websites just the way you want. It helps businesses to focus on their interest and passions

The templates that it offers help the website of a business do the talking. Zoho Sites can be used to manage visitor information with Zoho CRM, provide chat support with Zoho SalesIQ, publish blogs with Social Auto Publish, understand the visitor’s behavior with Zoho Marketing Hub, etc.

Related Read: Create Your Own Website Easily With Zoho Sites

7. Zoho PageSense

This tool is for conversion optimization and personalization of online marketing activity. It helps in measuring key website metrics, making sense of the online behavior of a visitor, and giving each visitor a personalized website experience so that the conversions get boosted.

Irrespective of whether you wish to understand what works on a website, why the visitors do what they do, or what does it take to convert a visitor into a customer, Zoho PageSense has the right set of tools.

Related Read: A Complete Overview of Zoho Pagesense

8. Zoho SalesIQ

Zoho Sales IQ provides a hassle-free and live chat support for the customers and business growth. It helps the marketers to increase ROI on their marketing efforts

It offers a wide range of marketing automation benefits such as tracking and engaging with leads, reaching out to prospects with messages, driving engagement with Zoho CRM, engaging in real-time scoring, selling smartly, etc.

Related Read: Boost Your Sales Activities With Zoho SalesIQ

The best part is that Zoho apps can be integrated with each other and third-party applications for much better performance. This integration often helps in making sure that the sales and marketing teams are aligned and have a complete picture of leads and customers while planning campaigns. Marketers can also connect the sales and marketing information to get a better understanding of ROI for your efforts.

Marketing Automation Examples with Zoho

Since we have gained an understanding of what is marketing automation and what is needed to build a plan for it, let’s understand more about it when it is put to action.

1. Small-sized Marketing Team: If you have a small marketing team and if you wish to welcome or even engage new leads then regardless of which business you might be running, email marketing can be helpful. By building an easy journey, you can make it simple to welcome and engage new leads on the list and attract them towards new offers.

In case you have already sent an email on a consistent basis, you could wonder if it is a good use of time and energy for setting up an email series. The answer to this is a yes because emails serve an important purpose that a regular promotional or informational email cannot.

The common aim with these onboarding emails is to engage new people and offer them a new idea for an email, how often that email will be expected, and sharing a detailed description of a business’s mission. In addition, these emails also share something of value for establishing goodwill and creating positive associations.

2. Medium-sized Marketing Team: The leads that engage frequently with the content are more than likely to get converted into customers. Identifying those leads and streamlining the content that is seen by them also helps in targeting the follow-up emails. An important way to approach this is by assigning a lead score that changes as the lead engages with or ignores the follow-up emails.

Based on the number of products that are being marketed, one can also use lead activity to qualify leads for some products. In case you have a lead nurturing series with ten emails then some emails are focused on entry-level features of a product and some on advanced features.

If a lead gets opened and someone clicks on links in the first few emails but stops after that then they might not be interested to have the more advanced features. However, this can indicate the customers to interest them in a separate tier or product version. It is also possible to create a follow-up sequence for the leads that focus on features to see if they are specifically interested in a feature set or an unengaged lead.

3. Large Sized Marketing Team: For the marketing teams that work closely with the sales team, an advanced and a nurturing workflow can be the ticket. It helps in assigning a better score to leads as they go ahead in the workflow. Moreover, it also creates tasks in Zoho based on which actions should be taken and what the lead score can be.

With the help of this knowledge, the sales team can focus on engaged leads and close them effectively. Identifying the loyal customers and the ones who are likely to become repeated is a great idea for any business and what’s best is that marketing automation helps here too.

A loyalty-building workflow helps in creating tags and leads for the database and assigns them on the basis of activity. After leads move through this journey, they are assigned a lead score and a tag of loyal, active, or unresponsive based on their activity.

Conclusion:

Zoho Apps is an excellent way to do marketing automation and make a business grow tremendously. It helps in creating processes that automate routine marketing activities. These marketing automation tools help in capturing leads with information, reaching out to them through channels, and tracking the progress with the sales funnel.

Encaptechno has experience of acting as a Zoho partner for many businesses with a record of helping them grow. Get in touch with us to get complete support in implementing marketing automation using Zoho Apps, today.

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CRM Servicesmarketing automation tools, online marketing activities, zoho for marketing, zoho marketing tools, zoho partners

A Complete Walkthrough of Zoho Inventory

Abhishek Sharma / inventory management software, Zoho Inventory implementation, zoho inventory integration, zoho inventory management / CRM Services

Zoho Inventory is an important part of Zoho’s suite of applications that are particularly designed for small to medium-sized businesses. It is a cloud-based tool and includes an application for both Android and iOS devices. Besides being exceptional inventory management software, Zoho inventory integration also offers multichannel selling, order management, good reporting options, warehouse management, etc.

It is all these qualities that make Zoho Inventory perfect for retailers who have both an online and a physical retail store. Zoho inventory management software is a great option for retailers who sell their products on a global scale because it streamlines everything for these retailers and makes business operations easier.

With both a mobile application for instant changes and an extensive range of desktop applications, the Zoho inventory is an extremely smart choice for the purpose of inventory management. It facilitates great management of inventory across various warehouses and also allows end to end tracking. If you are a retailer who is trying to find a dependable solution for managing inventory across multiple warehouses or know someone like that then Zoho inventory can help immensely.

In this blog, we will go through a complete walkthrough of the Zoho inventory to understand the tool much better.

Creating an Account

Zoho Inventory is a web-based application that works best and supports the latest versions of the browsers such as Mozilla Firefox, Safari, Edge, Google Chrome, etc. There are two common ways in which you can sign up for the Zoho Inventory. If you already have an existing Zoho account then you can proceed with that and if you don’t then the best probable way to move ahead is by going ahead with a new sign-up.

For a new sign up, the first and foremost requirement will be to sign up for the 14 days free trial period. This period will enable you to test the product and use all its features included in the professional plan of the Zoho Inventory. You have an option of upgrading to either of the paid plans during or after the trial period.

To go ahead with a new sign up for the Zoho Inventory, take the following steps:

Log in to the Zoho Inventory website.
Click on SIGN UP NOW. You can find this button in the top right corner of the page.
Enter the company’s name because that will be the organization name in the Zoho Inventory.
Make sure that you enter a regularly used email address and a strong password. This will act as your login credential.
Choose a country in which your company is located.
Mention the phone number for authentication purposes.
Click on SIGN UP to complete the process so that you can be navigated to the organization details page.

Zoho Inventory Quick Setup

Set up your organization details. When you sign up for the Zoho Inventory management software, you are going to be redirected to the organization details page that will ask you to enter some basic information about your business. On this page:

The portal name is going to be auto-generated. In case you wish, you have an option to suit this name according to your business needs.
You can now choose the industry type and enter the complete address of your organization
Choose the currency so that it serves as a base currency for all future transactions and cannot be edited later.
Now select the time zone of your company’s location
For comparing the setup, click on the Click to Finish button so that you can be logged in and redirected to the Zoho Inventory organization.

Setting Up Data

After signing up for the Zoho Inventory and setting the organization details, you can also set up all the data and manage your business in the right way. In order to get started, follow the steps mentioned below. It is also highly recommended that the steps should be followed in this order only for a better start-up process.

The first step is to update the organization details. You can configure the organization details, upload the brand logo, and add significant information for completing the organization’s profile.
The next step is to create and import the items. Click for loading your item details into the Zoho Inventory.
The third step is to make purchases. It is about purchasing stocks from different vendors.
The last and final step is to sell the products. Create sales orders for your customers and learn more about them.

Joining an Existing Zoho Account

In case you are already using one of the Zoho Finance apps such as Zoho Books then you can sign into the Zoho Inventory with similar credentials. Here are the steps that you should follow:

Log in to the Zoho Inventory website.
Click on the SIGN IN button that you can find on the top right corner of the page.
Begin to enter your Zoho Credentials.
After you sign in to the website, you are going to be redirected to a page that mentions all organizations that you are a part of in different Zoho Finance Apps.
Choose from any of the existing organizations for which you wish to create a Zoho Inventory organization.
Finally, click on the Join Organization button at the bottom of the page and go ahead.

This will let you set up a new organization with a similar name as the selected organization almost immediately in Zoho Inventory so that all the data can be synced easily with the existing organization.

Sign In the Zoho Inventory

In case you have already signed up for the Zoho Inventory, from the next time ahead you will be able to directly sign in with the help of your registered email address. For signing in:

Go to the Zoho Inventory website
Now click on the Sign In button that is there in the top right corner of the window.
Enter the right email address and password and go ahead.
Click Sign in and you will be logged into the Zoho Inventory
In case you have also configured two-factor authentication, you can enter the One Time Password sent to your mobile phone.
Check the verify code.
In case you have not configured the two-factor authentication and wish to do the same then click on Manage TFA to do the same.

Zoho Inventory

Dashboard: The main purpose of the dashboard in the Zoho inventory management software is to give information on what all transactions were doing so far. It will contain an inventory summary, product details such as all items, item groups, low stock items, unconfirmed items, sales activity, etc. It is basically like a home page and the very first thing that you are going to see when you log into your Zoho Inventory account. Its main purpose is to give you a clear picture of all the sales completed by a company and stock summaries as well such as sales orders generated by far, stock purchased from a vendor for the selected period, top-selling items, etc.
Sidebar: The sidebar is to access all modules of the Zoho Inventory. It enables the creation of transactions like sales orders and invoices from the Sales modules and it also helps in recording the transaction such as receives and bills from the Purchases module.
Recent History: With the help of recent history, you can view the recently visited transactions.
Organization Name: Here you can manage and even change between different Zoho Inventory organizations.
Quick Create: The Quick Create tab enables you to create new transactions for different modules almost instantly.
Settings: This allows you to customize the Zoho inventory modules so that they become suitable for the business.
Help and Support: You can get quick access to the user guide and also reach out to the support team with the help of this section.
Notifications: Finally, notifications help in receiving all the important alerts on marketplace sync status, new product updates, and low stock updates.

Navigation in a Module

The module page of Zoho inventory management software is designed particularly to facilitate easy and simple transactions, filter them, navigate to the module settings, and perform other functions as well. It includes the following things:

Page Filters: With the help of this option, you can filter any data in the modules based on the present criteria. This also allows you to create your own filters.
Collapse Button: This button is for collapsing the sidebar and providing more space to navigate within the modules.
Creation Button: The creation button helps in creating transactions, contact, and also an item based on the module in which you might be tagged in.
Action Buttons: This button helps in performing various actions on the transactions that are specific to different modules.
Search: You can look up items, different transactions, and contacts in the search bar.
Hamburger Icon: It helps in sorting the modules based on factors such as created time and last modified time. This icon also helps in importing and exporting the data regardless of the respective modules. Furthermore, you can also generate the respective module preference page from this icon.

Conclusion

It can be easily said that Zoho Inventory is one of the best-suited tools for retailers and online merchants. It is a scalable tool with four plans while also including a free plan.

If you are a retailer or know one who might be interested in the Zoho inventory integration then get in touch with the expert team of Encaptechno. We can help you from beginning to end until you start to see tangible results because of the Zoho Inventory implementation.

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CRM Servicesinventory management software, Zoho Inventory implementation, zoho inventory integration, zoho inventory management

Refine Your Marketing Strategy with Salesforce Pardot - Encaptechno

7 Tips to Refine Your Marketing Strategy with Salesforce Pardot

Rabia Bajaj / b2b marketing automation, marketing automation platform, salesforce consultant, salesforce pardot / CRM Services

The modern marketers reiterate the fact that marketing automation is the only way to get ahead in the present competitive world. In case it gets implemented well, marketing automation can be a game-changer while ultimately making a large impact on the Return on Investment. B2B marketing automation is all about organizational optimization.

To put this simply, this refers to the platforms and technologies that help in automation, optimization, and measuring the marketing processes. Marketers need a suite of tools for engaging with the customers, making important connections, generating leads, and closing deals effectively. It is necessary to integrate the important business tools and systems that offer marketing automation and CRM.

Salesforce Pardot has proven to become one of the most widely used B2B marketing automation platforms on the world’s best CRM platform. Pardot has the ability to bidirectionally integrate with Salesforce enabling data flow between two applications. This is a great benefit to users who manage a range of marketing channels because Pardot can help in seamless integration.

Accessing New Marketing Trends

Being B2B marketers, we know that the needs of the buyers are advancing at a quick pace. However, the fact is that it is not just the buyers who are changing. As technology is adding new options and capabilities, the role of marketers is also transforming at a quick pace. From the way work is done with the sales team to the way in which strategies are built, everything is changing.

Rather than thinking of a marketing strategy as a single field, the B2B marketers understand the increasing importance of assessing the present strategies and new trends in the industry when it comes to the buyer’s needs.

It has become even more important to combine the marketing best practices for creating a customized strategy that fits the target audience. In this blog, we will be mentioning 7 tips to refine your marketing strategy with Salesforce Pardot.

1. Lead Generation Plan

The lead generation plan is primarily based on the landing pages and their forms used for collecting the leads. In case you wish to make a prompt impact on your lead generation attempts and forms then landing pages are a great way to begin. You can stick to following the best practices while optimizing the lead generation assets with the help of Salesforce Pardot.

It is important to ensure that the text is scannable while keeping in mind that the readers scan information in an F-shaped pattern. This necessarily means that a person should be placing emphasis on the information conveyed at the top and left side of a page. In addition, making the call to action buttons easy to locate is also important.

Hiding them beneath the paragraphs of copy defeats is the purpose of a landing page. The marketing automation features such as progressive profiling can help in minimizing fields while still collecting valuable information with time.

2. Sync Between Marketing and Sales

It is possible to seamlessly sync the marketing efforts with the sales activity for selling something effectively. The thorough workflows and marketing teams have the ability to empower the sales team with important information.

Account-based marketing enabled by the Salesforce Pardot can go a long way in generating more sales. The organizations can tightly align marketing and sales teams with higher customer retention and sales win rates.

As almost everything exists on a similar platform, the sales team can seamlessly help the marketers take the campaign to the right person. It is also possible to track leads and monitor the sales calls effectively because that helps in being informed about how far the marketing efforts have gone.

3. Marketing Content

When marketers say that they want to improve and enhance their marketing content, many also want to create more. Rather, the focus should be shifted towards quality that means getting the most out of fewer and high-quality pieces of content. The B2B marketing automation platform is a big proponent of recycling marketing content, particularly in case if the resources are low.

It can be smarter to break larger pieces of content into smaller ones and easily distribute these pieces of content. For eg; an e-book launch can be a remarkably better option when supported with blog posts, social posts, graphics, and much more.

Besides this, different mediums can also be used to distribute the same message. Let’s say that a company has released a new blog series and is thinking about how to turn it into a webinar or a podcast so it can be used for lead generation. In this case, Pardot can be of great use. In addition, the smaller assets could be packed up by taking a number of smaller posts and graphics to remarket them as something entirely different.

4. Perceptive ROI Reporting

The Salesforce Pardot marketing automation platform helps in resorting to insightful reporting for knowing and understanding the impact of the marketing and sales team efforts on the entire revenue. Most of the B2B companies cite revenue as one of the most important factors between marketing and sales.

With the help of some amazing features of advanced email reporting, it becomes easily possible to understand how the customers can engage and react to the campaigns at every stage. In turn, this provides a profound insight into identifying the bottlenecks which then makes it simple to adapt effectively with the efforts for better results.

In a similar way, connecting the dots between the marketing efforts and the sales team can help in analyzing the authentic value of ROI. For any marketer who wishes to improve the marketing model, the fundamental step is to ensure that the focus is maintained on the right metrics.

B2B metrics can help in identifying the metrics that make a difference in the business. The main key is to choose the metrics that make maximum sense for the business goals rather than attempting to measure everything all at once.

5. Improving Social Engagement

Working on enhancing social media efforts can seem tricky because each rule does not apply to all social channels. Something that you can apply over the board is the power of consistent engagement. The social media followers tend to get confused in case regular efforts are not being made to engage for a long time or even if you go dark for a long period of time.

You must ensure to develop a cadence of posting and then stick to it at all times. Use marketing automation or a social engagement for scheduling out the social posts during the times when you will be busy with something else, out of the office, etc.

You can check the guide for more information on streamlines posting rules on different social media platforms such as Facebook, Google, and Twitter. It will help in getting a comprehensive look at how to develop a consistent and effective social media presence all over the channels of the B2B social media guide.

6. Email Marketing

A very high number of marketers struggle to connect optimally with potential customers. If this is a problem that you as a marketer are facing then you can create meaningful email campaigns for reaching out to customers across a wide range of geographies.

Using the custom designing capabilities and visual editor in Pardot, a marketer can easily send professionally designed emails that reach a customer with the right message. Furthermore, it is also possible to schedule automated emails for the future which seems right to engage for striking an impact.

In case we had to suggest a focus point for improving the email effectiveness then it would definitely be targeting that can be achieved with the help of segmentation. Using a marketing automation platform, you can use what you know about the prospects for sorting databases into simple or complex lists.

These lists can be used for targeting email messages so that every segment receives the most relevant message. For example, a list that has been sorted on the geographic location can receive messages about events in their area while a list compiled by job title can receive content targeted for decision-makers.

7. Event Marketing Effectiveness

Event marketing is again one of the best ways for many organizations to enhance their operations. The trick is to ensure that post-event follow up is both relevant and timely.

In fact, Pardot facilitates a streamlined procedure that can help the marketers get the most out of an event investment once the event is completed successfully. In addition, the marketers can follow a step by step process for following up and nurturing processes after an event takes place.

Conclusion

Salesforce Pardot is one of the marketing automation tools that offer the best in market CRM benefits in the most efficient way. It helps in analyzing the organizational data and also for resorting to focused marketing. The marketers can be assisted in generating valuable ROI with the help of Pardot.

You can let Salesforce Pardot contribute to unprecedented success and take your revenue goals much higher. Encaptechno has a team of expert Salesforce consultants who can help you in implementing and using Salesforce Pardot. Get in touch with our team to enhance the marketing of an organization and also get the most out of it.

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CRM Servicesb2b marketing automation, marketing automation platform, salesforce consultant, salesforce pardot

PRODUCTS

Zoho One

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Zoho CRM

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SERVICES

Zoho Partner Services

Zoho Implementation

Zoho Support

Zoho Consulting

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SOLUTIONS

Salesforce

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Cyber Security

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Zoho

What is Zoho Connect?

Features of Zoho Connect

What is Zoho Cliq?

Features of Zoho Cliq

Conclusion:

What is Salesforce?

How it All Started?

Advantages of Salesforce CRM

1. Collecting and Using Customer Information

2. User-friendly

3. Scalable CRM Solution

4. Flexibility

5. User Resources

6. Functionality and Integration

7. Time Management

8. Comprehensive CRM Solution

Conclusion

What is Zoho Sprints?

Features of Zoho Sprints

1. Monitoring Project Development

2. Prioritize Tasks

3. Timesheets Maintenance

4. Enhancing Project Analytics

5. Consistent Interaction With Team

What is Zoho Projects?

Features of Zoho Projects

1. Task Automation

2. Forming Task Lists

3. Document Sharing

4. Setting Tasks and Milestones

5. Gantt Charts

Conclusion

What is Zoho Flow?

Working of Zoho Flow

Zoho Flow Makes Businesses Efficient

1. Dynamic Integrations

2. Customizing Workflows

3. Automating Workflow

4. Tracking History

5. Workflow Insights

6. Ready to use Flows

7. Custom Integrations

Functions of Different Zoho Flow Features

Conclusion

Creating Zoho Voice Account

Adding Users to Zoho Voice

Conclusion

What is Zoho Sprints?

1. Overview with Dashboard

2. Effective Time Management

3. Analytics

4. Tracking the Team

5. Customizing Projects

6. Accommodating Change

7. Collaboration

8. Release Management

Beginning With Zoho Sprints

Conclusion