All You Need to Know About Zoho Creator 6.0

Abhishek Sharma / application development, customised app development, zoho creator consultant, zoho updates / Zoho CRM, Zoho Implementation

Zoho has introduced the Zoho Creator 6.0 as a unified platform that is capable of solving all the digital needs of creators. It has been made to help businesses accelerate their digital transformation and modernization efforts.

Packed with a strong and reliable arsenal of must-have low-code tools that a business might need to build agile solutions, Zoho Creator 6.0 enhances speed and innovation more easily than ever. Not just this, the Zoho updates enable the businesses to empower everyone in their workforce to collaborate and build software to help explore new business avenues, boost employee productivity, and transform the customer experience.

Customization Tools Offered By Zoho Creator 6.0

1. Multi-developer Environment

Zoho Creator offers a multi-developer environment that allows the developers to collaboratively work on projects. There are different environments for development and testing that help in improving the time to market as various teams work in parallel.

2. Serverless Cloud Function

The serverless functions of Zoho Creator allow you to execute logical blocks of code without implementing complicated server infrastructure. Along with the use of Deluge, Zoho Creator also supports Java and Node.js which increases the scope of application development for many people.

3. Artificial Intelligence

You can use artificial intelligence to build intelligent business applications with the use of Zoho Creator. The AI-driven smart import allows you to import data from anywhere, determine data relationships, and create data models on the behalf of users. The AI tasks such as predictive and sentiment analysis and keyword extraction are built-in and ready to be used on the basis of business requirements.

4. Unified Data Service

The unified data service in Zoho Creator helps in automating the API contract evaluation and authentication while also enabling business users to connect with almost any service in the world and making sure that there is a safe data transfer.

5. APIs

The APIs of Zoho Creator help in connecting with other Zoho Creator and third-party applications through the OAuth authentication. This helps in accessing data, simplifying difficult tasks, and extending the application functionality.

6. SDKs

The mobile software development kit in Zoho Creator can be used for customizing the user interface, adding unique capabilities, and improving the back-end logic of your applications. Zoho Creator offers SDK for both iOS and Android.

Low-code Application Development

The Zoho Creator 6.0 combines the robust power of application development, business intelligence and analytics, process automation, and smart integrations into one platform. It enables businesses to deliver end-to-end business solutions in an efficient manner. Moreover, it also provides a simplified development experience by extending low code capabilities to all stages of software development.

The features that C6 comes with are mentioned below.

1. Multi-Device App Creator

In the C6 version, Zoho offers an opportunity for businesses to empower everyone in an organization by building modern and data-rich applications whilst changing the manual and traditional processes. Zoho Creator comes with an intuitive visual builder and ready-made code blocks that enhance the speed of development and also help in bringing the application to life easily. The multi-device app creator enables application development in just five steps:

Quick Start: Zoho supports one-click migration from Excel, Access, Filemaker, Caspio, and more. It comes with advanced capabilities that directly pick relationships and formulae from the source.
Data Management: You can collect and manage built-in digital forms by seamlessly collecting input from users in an organized way and performing advanced data operations. The free app builder allows over 250 API calls/day and helps you put vital information from other apps too.
Intuitive Builder: The customized app development of Zoho Creator 6.0 enables drag and drop app building. You can model the application’s architecture and the logical structure of the database, create great applications, and also configure advanced workflows by just dragging and dropping code blocks in the UIs.
Automation: You can factor in the scenarios and get notified by adding conditional logic, exceptions, and business rule workflows with a simple drag and drop code block. You can also configure real-time alerts on the predefined conditions while getting up to 50 email notifications per day with the free plan.
Analytics: Zoho Creator 6.0 lets you manage performance and usage. With the prebuilt dashboarding and reporting capabilities, you can create and embed advanced visualizations in the application without integrating it with a third-party reporting application for the analytics needs.

2. Integrations Creator

The Zoho updates in C6 promises the user to gain access to around 600+ applications and services that are ready to connect and bring all the business apps together. You create contextual workflows, get emails, reports, records, and more to move across the applications automatically.

The integrations creator lets you do the following:

Bridge Applications: By using the Zoho Creator 6.0, you can bridge all your business applications in just one click. Integrations just as applications and functions in Zoho Creator follow the concept of reusability. Once you set it up properly, it is at your disposal all through the journey.
Automation: With the integration creator, you can automate the workflow with no information gaps while connecting in seconds. It allows you to integrate your business with every other application from the gallery, automate workflow and facilitate unhindered information flow.
Customization: The use of integrations creator enables you to customize without any limits. Right from off-the-shelf templates to the advanced logic using Deluge, you can deal with any business connectivity hurdles with seamlessness.
Collaboration: You can collaborate with your team, add team members to plan, strategize, and even execute the business workflows and operations.
Insights: You can collect insights and future proof your business with interactive dashboards and a centralized log. In addition, you can also analyze the business performance in real-time using metrics that help in evaluating and revamping the current processes.

3. Business Process Creator

The drag and drop blueprint builder in Zoho Creator makes it easy for anyone in an organization to map the processes and define different stages. You can take the support of a Zoho Creator consultant to understand how one should decide who is in charge of what, set conditions, and automate actions.

Zoho has added the business process creator feature to let the users achieve end-to-end process excellence with visual blueprints. The company understands that the processes form the foundation of some of the most successful businesses.

However, it can be difficult to stay on top of all the business processes and ensure that everything is working just as needed. This is where blueprints come in to help the users visualize and design all processes, and run them efficiently with great visibility. The blueprints help in the following ways:

Visually Mapping of Processes: You can create detailed and robust blueprints with the drag and drop blueprint builder and make the process simple for everyone to follow. At any given time, if someone comes in, you can easily guide them through their role.
Accountability: Zoho Creator 6.0 allows you to clearly define responsibilities including who should perform an action and when they should perform it to keep the right people accountable.
Gathering Information: You can prompt the employees to provide important information and access it at any time. They can attach important documents and add notes or any important data during the process.
Accelerate Approvals: You can configure multi level approvals for almost any process, set the required conditions, add approvers, and customize approval emails to enable your teams to get the important approvals while they are on the go.
Quick Communication: You can configure relevant notifications and send them as needed for keeping things moving. Let all your employees know what must be done and when it should be done without any delays.
Automation: After a stage is completed, you can set up actions for being executed immediately. The business process creator allows you to automate things such as sending email notifications, updating important data, pushing and pulling data from other applications you use, and even running custom scripts.

4. BI & Analytics Creator

This is a component of Zoho Creator that empowers the business teams to build a comprehensive business solution with meaningful insights on real-time information along with automating tasks on the go. What’s more, you can use Zia which is Zoho’s conversational AI assistant as it helps in getting an instant answer for all the questions while auto-generating visualizations and quick decision making.

With the BI & Analytics Creator, you can harness the power of business intelligence and analytics capabilities in Zoho Creator and transform huge amounts of data into actionable insights. It also helps in empowering the employees to view and understand data with easy visualizations along with making informed business decisions later. The BI & Analytics creator helps in the following ways:

Data Visualization: You can make the data analysis quick and easy with the intuitive drag and drop interface which helps in creating interactive reports and dashboards quickly. You can also add any number of charts, widgets, and tables for making the data easy to understand and point to any deviations or anomalies. You can use HTML for adding contextual information and images for enriching the dashboards.
Integration: With the Zoho updates of BI & Analytics creator, you can connect to any data source at a time. If you have a lot of disconnected data stuck in disparate systems, you can combine it under one roof and get comprehensive visibility into the business processes. You can upload the data from spreadsheets or online storage devices and even use APIs to extract data from MySQL servers or other databases.
Augmentation: You can make faster and better decisions using AI. Zia, the conversational AI assistant of Zoho, helps in getting instant answers for all the questions, auto-generate visualizations, and speeds up decision-making as well. As time goes ahead, Zia also learns data and business needs while helping you build key metrics with charts and reports.
Collaboration: Collaborative analytics enables you to take absolute control over all the data. You can use fine-grained access controls with specific options such as read-only, report authoring, export, read-write, and much more while sharing the reports and dashboards with your colleagues. You can also find which criteria are to be used for factors such as the role of a person and how they will use the data. The commenting feature can be used to begin conversations with peers on any reports or the dashboards.
Self-Service Portals: The reporting portals can be set up for customers and vendors. It is possible to create your own reporting portal or microsite, embed the reports, and also offer contextual insights to the vendors, business consultants, and customers. The portals can be personalized with company logos and other elements that match the brand identity and enhance the user experience with authentication.
Mobile BI: Mobile business intelligence gives a comprehensive view of the data even when you are on the go. You can allow your employees to access reports, share important information, and take action from their mobile phones. For easy access, they also favor the reports often and access them even when they are offline.

5. Robotic Process Automation

The robotic process automation feature in the Zoho updates of C6 allows businesses to automate even the most mundane and repetitive tasks such as moving files from one location to another without any human intervention. All you have to do is define a set of instructions and the bot will be carrying out the task at high speed.

Simple Deployment and Distribution Capabilities

1. Simple Deployment

Zoho Creator 6.0 allows the creators to launch their applications in an environment of their choice. This includes development, staging, and production with just one click deployment based on the readiness of an application. You can add suitable features and make changes without making disturbances in the actual application in the production. What’s more, there is no need to reinvent everything when it comes to mobile because all applications become automatically available on native iOS and Android apps.

2. Self-service Portals

You can create self-service portals for your customers, employees, business partners and help them find all the information in just one place. With the use of portals, the users can get context-specific access to all applications, find support, access resources, raise support requests, and access resources.

3. Easy App Distribution

You can use the built-in mobile distribution management available in Zoho Creator and distribute the apps to all the users including customers and partners. The apps can be distributed on devices that cover various operating systems. This admin-friendly interface makes it simple to configure corporate-owned devices and apps while automatically managing policies and configurations.

4. Multideployment

Irrespective of whether you choose to deploy the application on Zoho Cloud or any public cloud such as AWS, Google Cloud, Azure, or on-premise, Zoho Creator 6.0 offers a consistent experience.

5. Centralization

You can allow your application to easily access the information needed while protecting the data with features such as role-based access controls, single sign-on, and password policies.

6. Security

Zoho Creator 6.0 also includes industry-standard security features such as data encryption, multi-factor authentication, and IP restriction for keeping the data safe in the cloud and on-premise as well.

Conclusion

Zoho Creator 6.0 comes with an update that lets you take control of the complete application life cycle from development to production. It allows holistic application development life cycle management along with helping the businesses to focus completely on the application life cycle including requirement planning, development, change and configuration management, maintenance, and governance.

You can see your application through different phases including development, staging, and production while also ensuring that you deliver quality software. The developers have the flexibility to communicate in real time, test the features specific to user roles, track suitable changes made to the codebase with version history, get notified about changes made to the app, and make sure that the app is safe before it gets rolled out.

If you wish to explore Zoho Creator 6.0 and make the most out of the benefits that it offers then get in touch with our experienced Zoho Creator consultants at Encaptechno. We will make your journey seamless, efficient, and productive.

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Zoho CRM, Zoho Implementationapplication development, customised app development, zoho creator consultant, zoho updates

How to Effectively Use Zoho Creator Customer Portal?

Abhishek Sharma / application development services, custom app development, customer portal, low code platform, Zoho Creator Certified Developer, zoho creator consultant / Zoho CRM, Zoho Implementation

Zoho has become one of the most important platforms being used by businesses all across the world. It has multiple functionalities aimed at improving the business processes within organizations. One of these functionalities is the Zoho creator customer portal which is the best way for any business or an organization to permit its clients and customers to log in important details.

The Zoho users can easily use the Zoho creator portals as opposed to creating their own security authentications and mechanisms. In fact, users also have an option to log in to their dedicated portal, submit data, and access shared applications.

The process of data sharing with people through the Zoho Creator Customer Portal is a powerful feature of a low code platform like Zoho Creator. There are so many times when we want to present some of our data to our customers with a login system. Every time we do this, our customers can collaborate easily and keep everything secure.

In this blog, we will understand how to effectively use Zoho Creator Customer Portal for our benefit.

What is Zoho Creator Customer Portal?

A customer portal is one of the best ways for an organization to enable its customers to log into their dedicated internal system while accessing restricted data. Rather than building your own authentication and security mechanisms, you can use Zoho Creator portals so that your users can sign up with your portal rather than signing up with Zoho’s account.

With the customer portal, customers can log into a dedicated portal, access applications shared with them submit data, and most importantly, they can view and edit the records. Zoho Creator customer portal offers you an opportunity to present the application with a brand identity that is personal to your organization.

You can manage and configure various characteristics of the customer portal and the characteristics are as follows:

Customers: The customers are considered as the most important users of the customer portal. You can add customers independently or import the customers in bulk. Just after the customers are added, they will be sent an invitation requesting that they can register for the customer portal.
Permissions: The permissions can be issued by the admin to all users of the portal.
Email Notifications: The email notifications allow the admin of the customer portal to communicate easily with the users of the portal. It is possible to customize different types of emails that the customer portal is sending to the users.
Portal Pages: The portal pages are for displaying information to the user of the customer portal when they want to log in, sign up or even reset a password.
Custom Domain: The custom domain allows the admins to host customer portal on their own domain rather than the default Zoho Creator domain.
Portal Types: The portal types are different types of accesses that get granted to the customer portal. They can be public, private or restricted.
Title and Logo: The title and logo can be displayed when the customer portal is opened in a browser.

Enhanced Way to Communicate With Customers

In case you are a business that is looking to improve ways for interacting with the customers while also offering the user-friendliness of application then the customer portal offers many ways in which you can increase the business organization development and customer satisfaction. Other than this, you will also be improving your business measures without breaking your business bank because of the portal’s cost.

The thing to understand here is that in case you do not still have Zoho’s customer portal then you are probably missing out on many opportunities of enhancing your business with stronger customer relationships.

Use Cases For Better Understanding

In case you have a financial management firm that needs clients to complete paperwork online, an institution that offers its own online application, a shop that processes orders and sells products on the internet, then you must understand the process of developing, creating, and safeguarding sites.

You must also understand that the information should be safely stored. When the customers fill any kind of form on the internet, they want the information to be safe and simple. The onus lies upon you to keep the information of your customers safe.

Development of a site that provides all of these features may seem like a time-consuming task. Owning a business does not leave you with any time to create a portal like that. In addition, it is also possible that you may already have an application that enables your customers to submit such data. But the fact is that the technology changes quickly and ensuring that your application has the ability to reflect changing business needs is important.

The custom portal of a low code development platform such as Zoho Creator ensures that your application has all the features. It helps in implementing simple design and development features that have actually made the application development services of Zoho Creator so important. With the customer portal, you can share important data with your customers while also enabling them to submit data and edit various records. All this data gets stored in one place and is restricted from any unauthorized access.

Regardless of the kind of business you are in, the customer portal offers you an opportunity to create a portal that fits the needs of your organization. On the portal, you can easily create forms that customers can fill and save.

Vital Information is Secured

An organization that has not been able to turn to online applications for collecting and storing important data can rely on Zoho completely. The good thing is that Zoho acknowledges and understands the security concerns might be a primary issue for this thing.

Many times, customers are also hesitant to make an online change because they do not understand what will become of the data that is provided online. They also don’t know where the tax records and credit card information will end. For them, the internet may seem like an empty place, a place where all information may be lost.

This kind of fear is entirely understandable, but the fact is that in case you do not make a switch, you will be left behind competitors. The Zoho Creator customer portal makes it possible for a customer to see right where the data is being stored. The portal also uses better security measures so that the customers get restricted access to private data.

What matters is that you have a distinct ability to control the users who can access records that are stored in the portal. Based on the kind of permissions you offer, you can have control over who accesses forms and records, who can view and edit them, and which users can import data to the portal. All of these measures are put into place just so that unauthorized users can access information easily.

Customer Satisfaction in a Cost-effective Way

The customer portal makes data easy to collect and access for both you and your customers. Regardless of the number of customers you have, the customer portal will cover all of them.

It is of utmost importance to understand the difference between users and customers when it is about Zoho Creator’s Customer Portal. The users are the ones who are in the organization, the people who use the application for things like workflow management and form creation.

In contrast, the customers are external because they are the ones who will be taking the benefit of the customer portal for keeping records or purchases. Zoho does not even charge a fee per customer. When you get more customers, the business thrives automatically. The Zoho Creator Customer Portal can help you in managing the data as the number of customers keeps growing.

Setting-Up of Customer Portal

In order to set up a customer portal, take the following steps:

The first step is to click on the option of Customer Portal under the Users and Control section given on the Settings page.
In case you haven’t yet confirmed your primary email address for the Creator account, you will get a message that says, “Click Proceed to Account for confirming your email address.”
On the next page, click on the Configure Portal button.
When you do this, the portal URL page will appear. On this page, you can choose to host the customer portal on Zoho’s default domain or on a custom domain.
For hosting the customer portal on the default domain, select the Default URL option on the portal URL page. This will make the Portal Type appear again. On this page, the access type for the customer portal can be easily selected from the three options that are available including Public, Private, and Restricted.
The Portal Permission page is going to appear wherein the permission for the user can be selected from the two options called Customer and Custom.
The Custom option helps in creating a new customized permission set for the users accessing the customer portal. Right when the custom option gets selected, the Custom Permission tab appears. You can configure the name and permissions and click Add so that the portal page can be set up.
The option of Customer helps in creating a customer portal for the users. The portal will now be set up and the changes will appear on the Customer Portal page.
For hosting the customer portal on the custom domain, it is important to upgrade the account so that you can set up the customer portal on the custom domain.
You can now enter the domain URL and click on Next
When the portal page is created successfully, it is now important to verify the custom domain URL and the domain verification can be done by:

Click Verify Now below the domain URL. When you go to the Domain Verification tab, you can create a CNAME for your domain.

Create a TXT record for the domain. In case you have not created a CNAME for the site and if you have the needed permissions, you can easily upload files on your site.
Next, click Verify. After successful verification, the Domain Verification pane will get closed and you will see a pop-up with the message that says Domain verified successfully.

Conclusion

Zoho Creator is the best way to ensure that an application fits all your business needs completely. However, businesses need expert assistance while working with Zoho Creator and Zoho Creator Customer Portal. If you have that business then take comfort in the fact that you do not have to go through the process alone.

At Encaptecho, you will find a Zoho Creator Certified developer who can help you at each step in your journey of making the best use of the Zoho Creator Customer Portal. The developer will be familiar with all the best practices needed for seamlessly integrating your software’s data into the new application.

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Zoho CRM, Zoho Implementationapplication development services, custom app development, customer portal, low code platform, Zoho Creator Certified Developer, zoho creator consultant

How to Setup Blueprints on Zoho CRM?

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

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

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

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

Zoho CRM Blueprint

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

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

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

Sales Problems in Explore Electronic Pvt. Ltd.

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

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

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

Solutions Offered by Zoho CRM Blueprint

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

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

Lead Qualification

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

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

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

Fundamental Blocks of Zoho CRM Blueprint

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

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

State

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

Transition

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

Designing a Blueprint

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

1. Entering Basic Information

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

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

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

2. Defining Process Flow

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

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

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

3. Configure Transition Settings

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

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

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

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

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

Conclusion

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

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

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

What Is Zoho Vertical CRM And Its Benefits?

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

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

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

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

Deliberations Over Implementing Zoho Vertical CRM

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

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

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

The popularity of Vertical CRM Solutions

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

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

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

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

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

Benefits of Vertical CRMs

1. Cost-effective Solution

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

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

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

2. Developer Console

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

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

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

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

3. Vertical CRM Extensions

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

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

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

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

4. Customization

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

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

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

5. Automation

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

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

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

6. Settings Permissions

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

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

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

7. Zoho CRM Reports

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

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

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

Conclusion

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

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

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

Detailed Understanding of Zoho Subscriptions

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

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

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

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

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

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

What is Zoho Subscriptions?

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

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

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

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

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

Reasons Why You Should Adopt Zoho Subscriptions?

1. Subscription Billing

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

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

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

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

2. Processing Payments

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

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

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

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

3. Impactful APIs

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

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

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

4. Manage Multiple Subscriptions

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

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

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

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

5. Customized Subscription Experience

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

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

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

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

6. Getting Important Insights

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

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

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

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

Conclusion

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

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

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

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

A Complete Overview of Zoho Sign

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

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

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

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

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

What is Zoho Sign?

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

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

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

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

Zoho Sign – Signing, Sending, and Managing Documents

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

Sending a Document

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

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

Signing a Document

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

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

Managing Documents

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

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

Benefits of Zoho Sign

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

1. Customized Document Signing Process

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

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

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

2. Tracking Official Documents

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

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

3. Safe and Legally Compliant Documents

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

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

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

4. Optimizing Signing Workflows

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

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

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

5. Remote Collaboration

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

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

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

Conclusion

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

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

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

Work from Home Efficiently with Zoho Remotely

Abhinav Bhalla / remote work, work from home, zoho consultants, zoho partners, zoho remotely / Zoho CRM

Many companies and the businesses are waking up to a new culture & style of working from home. In times of crisis, Zoho & Encaptechno really seem to have their finger on the pulse of their customers.

Most of the Organizations & individuals are looking out for solutions that can help them get together and run their businesses seamlessly & in the most efficient manner.

Zoho commands the loyalty of over 50 million users already. Giants like Amazon, Facebook, LinkedIn Mentoring, Netflix, Century 21, KPMG, Capgemini, Discovery Communications, Siemens, Whirlpool, Bose, Pepsico, Dell and many more have also switched to Zoho.

Zoho has come up with a suite called Zoho Remotely which is free to use till September 1 ^st2020.

What is Zoho Remotely?

“Zoho Remotely is a suite of cloud applications that helps you communicate and collaborate with teams, keep track of work, and provide remote assistance to your customers anywhere in the world.” And, in the recent times where most of us now work from home, Zoho Remotely is a single suite to meet all your needs.

Remotely includes these Zoho apps:

Remotely is a bundle of 11 applications from Zoho:

Zoho ShowTime – Engagement and training tool
Zoho Writer – Collaborative word processor
Zoho Sheet – Collaborative spreadsheet application
Zoho Cliq – Instant messaging/chat platform
Zoho Show – Business presentation tool
Zoho Meeting – Video conferencing tool
Zoho Sprints – Agile project management software
Zoho Lens* and Assist – Remote support software
Zoho WorkDrive – Document management tool
Zoho Projects – Comprehensive project management tool

*Zoho Lens available for US, EU, AU and India DC users

Who benefits most from Zoho Remotely? You’ve got power in your corner

Meet online and communicate from anywhere

Despite whatever is your location you can remotely hold meeting with your team, and you can review, hold training, facilitate your customer from time to time & can even do a sales pitch, give presentations. Remotely’s suite of apps will enable you to conduct all your day to day business communications from anywhere and any point in time. Via Cliq, Meeting & Showtime.

Cliq

With Cliq you can create and manage multiple chats, you have a facility to hop on a video or audio call with your team and your clients.You can also share files, and carry on multiple tasks and do so much more, right from your chat. Cliq serves as a primary hub for remote work.

Meeting

Schedule online meetings without the boundaries of time zones. Simulate a one on one meetings on the screen via video calls, or just the audio calls. Share your screen for content discussions.

Show Time

Share your ideas and conduct online training, impart your knowledge remotely, receive feedback and reach your targeted audience across the corners of the world.

Collaborate seamlessly from wherever you are

Work effectively in an efficient manner, work as teams even from diverse and even remote locations. Plan and assess your projects, assign work, optimize and allocate resources. Prioritize tasks and make your work count, wherever it matters the most. Via Work Drive, Projects, Sprints

Work Drive

Create online team drives, share documents remotely with members, and collaborate in real time to get things done.

Projects

Launch projects, add relevant tasks and assign them to the particular people. Affiliate with your team remotely and keep track of task progress and milestones efficiently.

Sprints

Create customized moot boards and incorporate live feedback from key team members while executing projects, in a vigorous manner.

Remote assistance from anywhere

Assist your clients & team from anywhere through apps that act as remote hands & eyes. Address the trouble the clients and team members are facing, share help files & patches and securely address and resolve the queries. Via Assist, Lens

Assist

Reach out to your clients and team members through secure remote sessions and through multiple devices. Take a prior consent and take charge of pre-approved control of their system/ devices.

Lens

Get to see what your customer sees, click and annotate images, draw deeper insights with augmented reality tech and deliver remote assistance.

Achieve productivity when working remotely

Boost your and your team’s productivity with office apps that are designed for collaboration. Draft blogs, analyze spreadsheets and prepare slide decks from any place. Via Writer, Sheet, Show

Writer

Create, share and edit documents together as a team, each from their own laptops or mobile, from wherever they are.

Sheet

Manage spreadsheets and analyze your data with advanced functions. Present information with clear visualizations to your peers at work and derive insights together.

Show

Craft perfectly flowing presentations by sharing and collaborating with multiple people, even if each of you are located remotely.

You may also Read: Encaptechno’s Commitment during Covid-19 crisis

Conclusion

We understand that we all are going through tough times these days.

Most of us may not have the time to really sit down and analyze which are the best of the tools to use. Choosing the wrong software and/ or provider seems to be a popular reason, system implementations fail, when they do.

You shall be adding a well-equipped software choice to your arsenal, to boost the efficiency of your business.

If that sounds like you, just let us know and we’ll be happy to analyze your situation for you, then let you know how best you would benefit from using Remotely.

You don’t have to take a big chance, just leave it to a team of experienced Zoho consultants to lend a hand and put you back in the Zoho power seat.

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Zoho CRMremote work, work from home, zoho consultants, zoho partners, zoho remotely

Zoho CRM: What You Get in Free Version?

Abhinav Bhalla / Zoho Creator Certified Developer, zoho crm consultant, zoho implementation, zoho one implementation / Zoho CRM

For the small and startup organizations that can’t afford a big investment, the fully-featured free version of the Zoho CRM offers all the vital functionalities that a small business needs. It includes every robust feature for sales and marketing, powerful integrations, and secured cloud storage for up to 3 users. From lead generation, contact management, and workflow automation to analytics and social collaboration, everything is included. As your company develops, Zoho CRM Consultant will help you upgrade to a paid subscription that provides more advanced capabilities.

Get Feature-Rich Zoho CRM Free of Cost

A CRM tool is an absolute necessity for businesses of all sizes that provides basic customer experience, so it shouldn’t be expensive. And Zoho CRM’s free edition is built for small teams who have big dreams. Here’s why Zoho offers the best free trial version, because:

There are no hidden costs– You get access to everything under the free plan
It is free forever–There’s no trial period and no forced upgrade
No Credit Card required- You can sign up without your credit card details

What are the Built-In Features in the Zoho CRM’s Free Version?

Zoho CRM’s free version can support up to 3 users and presents significant features that a business of small size needs. This edition includes contact and lead management, tasks and events, multichannel marketing, Zoho CRM Integrations to its other applications, analytics, customization, and more!

Here are the features you get in a free version:

Contact Book
Email Marketing
Leads Generation
Automation
Analytics
Customization
Storage
Ecosystem

1. CONTACT BOOK

Manage Your Contacts Professionally

Zoho CRM’s free tool allows you to create, manage, and categorize data in a way that can help you to drive sales and returns. You can generate connections, record sales activities, add notes, produce tasks, qualify leads, view deals, and much more with this flexible digital contact book. So bid adieu to clumsy spreadsheets and shift your business into a more easy and powerful solution. With this professional contact book, you can do:

Lead and Contact Management

Create a lasting relationship with your leads and customers and impress them with your assistance.

Deal Management

Don’t ever miss any business opportunity, capture deals on the board, and generate revenue easily.

Account Management

List all contacts and deals related to one company and manage it more rapidly.

2. EMAIL MARKETING

Create Smarter and Personalized Emails

Email Marketing is made more expedient, resourceful, and personalized with Zoho CRM. You can create attractive copies with its powerful editor, which has tons of built-in formatting options, and you can also add important attachments to the email copy. Create custom workflows, use templates, opt-out email, and a few more that will help you write tailored emails that accurately highlight the pain of your leads.

3. LEAD GENERATION

Find and Contact Leads Online

For a small-sized business, an excellent website can serve as a success key for creating new and repeat business opportunities. It’s imperative to keep track of the lead activities online and request contact information for moving them into your sales process. The free version of Zoho CRM enables you to do that effortlessly. Further, you can:

Track visitors with SalesIQ

Keep track of how the viewers interact with your website content, indulge in live chat with prospecting customers, and improve conversion rate.

Create Leads with Web Forms

Seize the lead and contact information from your website and insert it to your CRM with the use of Web Forms. Just generate a form on your website and link it directly to your CRM for input details.

4. AUTOMATION

Automate Your Sales Processes

Zoho CRM’s workflow automation makes you more productive by managing regular tasks on your behalf. You can create a workflow for custom operation, set it, and leave it! Zoho CRM will attend and implement it while you can devote your time to what is more important that is connecting with customers. You can automate workflows for up to 5 everyday tasks; so that there are fewer things on your to-do list.

5. ANALYTICS

Analyze Everything You Do

It also allows you to conduct a variety of analytics to track the performance and results of your business at the employee level. Not much extensive like paid ones, the free software still offers a wide range of reporting features. The system also presents robust security features that enable the administrator to allocate responsibilities, control access, and implement restrictions. For the smallest size of the business, this free option provides a remarkable set of benefits. With analytics, you can:

Design Meaningful Charts

You can only manage the details that you can view on your system. Create colorful charts to get insights on sales activities, marketing campaigns, lead status, customer contacts, and more.

Create Detailed Reports

Change the way your business is managed and run with intelligent reporting features that interrupt key metrics and can share the reports with a single click.

6. CUSTOMIZATION

Customize the Way You Do It

Zoho CRM’s free version allows you to choose how your data appears. You can make custom list views that will help you to discover data quickly, rename tabs with specific names appropriate according to your business terminology, and customize pages to match well with your industry style.

7. STORAGE

Everything Is On The Cloud

Zoho CRM gives your company the facility for cloud storage that ensures complete security and management of your business data. In this feature, you get:

Data Storage

You can store up to 5,000 records in each module that can be published manually or transferred from a spreadsheet or another CRM vendor.

File Storage

With the free cloud storage, you can create files and folders, share them with other users, evaluate files, attach files, etc., which will help you run your business more easily. Each business organization gets 1GB of cloud storage to save their files.

8. ECOSYSTEM

Step into the Zoho Ecosystem

Zoho serves the best when used with other Zoho applications. You can integrate the free editions of some other Zoho applications like Zoho Creator, Zoho Books, and Zoho Campaigns etc. with Zoho CRM for better customer support, marketing campaigns, surveys, and more operations. Easily sign up for one Zoho product and get access to utilize the entire suite with the same credentials.

Also Read: Top Reasons to Choose Zoho One

Get the Desired Value in Free Version!

Zoho is a reputed business software company, and when they say free, it means free forever. You will not be requested to upgrade and make any license payments after a trial period is gone. Indeed, there is no such trial period. You can access and manage all of your business data for as long as you like.

And the best thing is that the Zoho CRM free edition allows you to work with a small team that has up to 3 users, for 4,8,12 months or more, depending on whether it matches your needs.

Once you start running your business with the free CRM software, success will be on the way. Your business will thrive, your customer base will get greater, and your sales team will increase. But, with the growth of your business, there will be a need for a superior plan, and then you can upgrade it accordingly.

Zoho will never force you to upgrade to a paid edition. However, the future growth and expansion will itself tend your organization to the point that you’ll need one. For technical assistance and information, consult a leading Zoho Implementation Partner today!

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5 Ways Zoho CRM Increases Customer Retention

Jay Karam / crm implementation consultant, zoho consultants, zoho crm implementation, zoho integrations / Zoho CRM

Do you know how does a business acquire revenue and grow further? It can only be possible either by getting new customers or by retaining its existing customers.
Pareto’s 80-20 principle is applied in every business, and according to it, 20% of existing customers generate 80% of revenue, while new customers contribute only 20% to the total revenue. So the business should focus on satisfying existing customers rather than acquiring new ones, which will pave the path towards consistent revenue growth. If you aim at increasing customer retention rate, Zoho Implementation will help you to control business interactions with Your Customers through Customer Relationship Management (CRM).

Why Should You Care About Customer Retention?

Your customer retention rate is a number that shows whether your marketing and customer care efforts are fortifying your business or just draining your money.
Customer retention isn’t just about how your marketing and sales teams are doing. When you follow this number, you get to know about the vital changes or switch gears to reach your sales and growth goals.
It’s fair that every business needs new customers, but generating revenue from existing customers is the easiest way ever. 5 major reasons that you should care about customer retention for your business:

*Better Conversion Rates
*Less Marketing
*Higher Profits
*Improvement in Services
*Fewer expenditures

So the businesses should never underestimate the value of customer retention and should start being proactive about keeping their existing customers.

How can Zoho CRM Implementation improve Customer Retention?

Zoho CRM software has made businesses to grow faster. It helps you to get more deals, boost up sales, and make customers engaged with your business. But when it comes to customer retention, there are several ways adopted to deal with customers such as online communication and web assistance. Social media is another method to reach potential clients and staying connected with existing clients of your company. Zoho Integrations with social media and email accounts can promote your business online.
Companies that use Zoho CRM can stay closer to their customers by tracking records of current customers and identifying loyal customers to reward them. This technique not only holds your existing customers but also bring more customers.
Check out these 5 ways that Zoho CRM can help you to increase the rate of customer retention in your business.

Identify High-Value Customers:

With Zoho CRM, you can integrate all your applications and databases to the software, and a simple search enables you to recognize your high-value clients. Based on the history of clients, you can easily classify the leading clients and identify their requirements. Doing so, you can focus on your potential clients and utilize valuable time in keeping them happy in spite of attracting new clients. You can also reach out to inactive customers who are no longer associated with your company and make extra efforts to get them back to your business.

Create Personalized Offers:

Most businesses offer lucrative deals and discounts to attract new customers, but when it comes to existing customers, only a few businesses present value-added offers. With Zoho CRM, you don’t need to beat around the bush to recognize what your existing customers love. Just pick any customer or group of customers that you want to target, and you will get every bit of information about that customer right there. You will get familiar with their product preferences, purchase patterns, price sensitivity, how often they visit your website, and even the date and time of their last purchase.
Briefly, you get to know everything that is important to make an offer the customer cannot refuse! This action will not only strengthen the chance of conversion manifolds, but your customers will also feel special.

Create Lasting Relations with Customers:

Zoho Integration captures every detail from landing pages and saves the personal information of customers in dashboards. It creates customized reports about every customer inclusive their contact details, ongoing projects, product requirements, past orders, etc. After having complete information about them, you find common ground to start up highly-personalized follow-up communication. Automating Zoho workflows allows you to send follow-up texts and emails about particular offers or on some special occasions to targeted customers. For example, you can send birthday cards and some lucrative offers for birthday month.

Email Alerts and Notifications:

Zoho enables you to categorize your customer’s list and doing so you can classify different customers easily. Zoho Workflow brings automation and artificial intelligence in your business, which creates reports and analytics quickly. According to the updated reports, it handles regular communication with the customers, from welcome email to new customers to daily follow-ups, everything is done automatically. Regular emails can be customized with some extended offers, service expiry notification, progress reports of ongoing projects, and invoices, etc. Therefore, it also works as an event planner and task manager to request clients, send reminders and post-event follow-ups, as well as to execute other significant actions.

Get feedback on Client Portal:

Today, the businesses can reside closer to the customers, and you can use this as an advantage. Talk to your potential customers, generate reports, and get their valuable reports about your product and services. The collected feedback will help you to improve and enhance your product functionalities, and you will gain customer trust. Analyze the feedback from happy customers and aggressive customers both, which will help you to emphasize your services for a few shortcomings.
Integration Zoho creator with CRM provides a Client Portal to the businesses that the customers can use to give their feedback and preview their overall interactions with you. This facility will assure your customers for constant customer support and build more trust.

Get the Right Tool for Customer Retention!

Customers are the heart of any business, so satisfying them should be a top priority of every business owner. Most of your customers will approach you again for repeat purchases if you can make them feel special. Zoho CRM is the ultimate solution that will help you in your mission of customer retention by providing you enough tools that will ease your work. The invaluable insights that Zoho Customization presents will assist you in targeting particular customers, create personalized offers, and foster a stronger relationship with them.

Use Zoho CRM smartly, and it will become a powerful customer retention tool for your business!

Looking for Zoho Consultants?

Encaptechno is a registered Zoho implementation partner and has done significant implementations on Zoho platform across its wide range of products.

Original Source: Codementor

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Zoholics – A Conference to Turn your Ideas into Reality

Abhishek Sharma / zoho crm consultants, zoho developer, zoho integrations, zoholics / Zoho CRM

We are pleased to inform that Encaptechno will be a part of Zoholics this year at Austin, Texas.

What is Zoholics?

Zoholics is Zoho’s annual user conference, which provides people an opportunity to meet their team face-to-face and learn directly from the staff behind Zoho applications. Zoho is expanding the scope of the event this year by including around 40+ applications, which means additional keynotes, more break-out sessions, and more time for one-on-one and hands-on training with support staff.

Each individual gets ample opportunity to network with the like-minded people from companies of all sizes and industries who have turned to Zoho to transform their business. Network in the evening after the event, and tap into the knowledge of experts from across sales, marketing, service, finance, commerce, and more to learn how you can deliver incredible customer experiences that will set your brand apart.

Why Zoholics?

Because it is aimed at training people on many products of Zoho. We will have an opportunity for focused learning from and connecting with fellow Zoho users, to help everyone get the most out of this software.

Each session covers everything from basic usage to advanced techniques, Zoholics is the ideal place to learn new tricks and gain the knowledge to help transform any form of business.

The Speakers of the Event

Paul Greenberg (Founder & Managing Principal – The 56 Group, LLC)
Ray Wang (Principal Analyst, Founder and Chairman – Constellation Research LLC)
Go Sugihara (CEO- ATARA)
Sridhar Vembu (CEO and Co-Founder – ZOHO)
Vijay Sundaram (Chief Strategy Officer – Zoho)
Raju Vegesna (Chief Evangelist – Zoho)
Andrew North (Publisher – 1975)
Anita Campbell (Founder & CEO – Small Business Trends Media)
Brent Leary (Co-Founder & Partner – CRM Essentials, LLC)
Brian Sommer (Founder – TechVentive, Inc)
Derek Top (Analyst and Director of Research – Opus Research)
Elaine Pofeldt (Journalist)
Esteban Kolsky (Founder and President – ThinkJar)
Laurie McCabe (Co-Founder & Partner – SMB Group)
Mitch Lieberman (Co-Founder – ConversationalX)
Ramon Roy (Editor – Smart Hustle Media)
Rieva Lesonsky (President and CEO – GrowBiz Media/SmallBizDaily.Com)
Sanjeev Aggarwal (Partner – SMB Group)
Tom Taulli (Media/Blogger – Forbes.com)
Val Steed (CEO – K2 Enterprises)

Encaptechno as authorized Zoho Partner

Encaptechno is a registered Zoho implementation partner and has done significant implementations on Zoho platform across their wide range of products.

We have done 60+ implementations in Zoho successfully with 95% satisfaction rate and spent over 3000+ hours in Zoho implementation. To know more about our Zoho services, visit our website.

We are pleased to be a part of Zoholics. See you all there with new ideas and new learning!!

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Zoho CRMzoho crm consultants, zoho developer, zoho integrations, zoholics

PRODUCTS

Zoho One

Zoho Book

Zoho Creator

Zoho CRM

Zoho Bigin

Zoho Workspace

SERVICES

Zoho Partner Services

Zoho Implementation

Zoho Support

Zoho Consulting

Zoho Integration

Zoho ChatGPT Integration

SOLUTIONS

Salesforce

AWS Cloud

Cyber Security

Vryno

Azure

Digital Marketing

Zoho CRM

Customization Tools Offered By Zoho Creator 6.0

1. Multi-developer Environment

2. Serverless Cloud Function

3. Artificial Intelligence

4. Unified Data Service

5. APIs

6. SDKs

Low-code Application Development

1. Multi-Device App Creator

2. Integrations Creator

3. Business Process Creator

4. BI & Analytics Creator

5. Robotic Process Automation

Simple Deployment and Distribution Capabilities

1. Simple Deployment

2. Self-service Portals

3. Easy App Distribution

4. Multideployment

5. Centralization

6. Security

Conclusion

What is Zoho Creator Customer Portal?

Enhanced Way to Communicate With Customers

Use Cases For Better Understanding

Vital Information is Secured

Customer Satisfaction in a Cost-effective Way

Setting-Up of Customer Portal

Conclusion

Zoho CRM Blueprint

Sales Problems in Explore Electronic Pvt. Ltd.

Solutions Offered by Zoho CRM Blueprint

Lead Qualification

Following-Up

Order Management

Fundamental Blocks of Zoho CRM Blueprint

State

Transition

Designing a Blueprint

1. Entering Basic Information

2. Defining Process Flow

3. Configure Transition Settings

Conclusion

Deliberations Over Implementing Zoho Vertical CRM

The popularity of Vertical CRM Solutions

Benefits of Vertical CRMs

1. Cost-effective Solution

2. Developer Console

3. Vertical CRM Extensions

4. Customization

5. Automation

6. Settings Permissions

7. Zoho CRM Reports

Conclusion

What is Zoho Subscriptions?

Reasons Why You Should Adopt Zoho Subscriptions?

1. Subscription Billing

2. Processing Payments

3. Impactful APIs