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Zoho People Plus: All You Need To Know

Abhishek Sharma / applicant tracking system, cloud based HRMS, HR Suite, offer letter management, payroll management, unified HR Platform, zoho consultant, zoho partner / Zoho CRM, Zoho Implementation

Zoho People Plus is a cloud-based HRMS and one-stop shop for all your human resource needs. The software assists with the complete people process, from handling an entire employee lifecycle on a single platform to carrying out Core HR Operations digitally and quickly. A well-integrated solution, such as Zoho People Plus, may help your firm advance by optimizing HR operations and managing its people.

Your employees may receive outstanding digital HR experiences from Zoho People Plus while the entire employee life cycle is managed on a single integrated platform.

Empowering them and maintaining their engagement helps to create excellent teams.

You can construct bespoke services, start from scratch, and build workflows to link your ATS, HRMS, or performance tracking with timesheets.

Zoho People Plus- The Perfect HR Suite

You need a whole suite that would provide the ideal experience for your employees, given the growing requirement to hire the top personnel and keep them. With the help of the integrated Zoho People Plus suite of tools, you can manage your employees’ hiring, performance reviews, payroll (in India), and expenses.

Seven applications are included with Zoho People Plus to assist you in managing your employee relationship from employment to retirement.

When it comes to finding fresh talent, Zoho Recruit is your go-to tool. It lets you manage your personnel database, leave and attendance, performance reviews, travel management, birthday reminders, and more.
The integrated receipt scanner in Zoho Cost, a comprehensive expense management application, makes entering data quick and easy.
For all of your organizational discussions, use the communication software Zoho Cliq.
You can quickly process your employee payroll with the aid of Zoho Payroll.
Use Zoho Expense to automate processing payments, expenses, and invoices. Automate your HR procedures, employee requests, and business processes.
With Zoho Vault, you can store, update, and manage passwords for your entire team. Never again waste time typing or trying to remember your passwords.
With features like Q&A and multi-thread conversations, Zoho Interact is a platform for your employees to connect and collaborate. It also functions as a platform for remote collaboration.

Manage All Actions Involving Your people

With Zoho People Plus, it’s easy to keep track of every aspect of your employees’ demands and productivity. This begins with the hiring procedure and continues throughout the employee’s employment with your business. You may manage your timesheets, payroll, benefits, contacts, and personal information.

Discover jobs that your business has advertised and communicate with HR easily.
Arrange interviews and carry them out either in person or via video call.
Manage routine HR tasks such as timesheet administration, attendance tracking, leave administration, viewing organizational charts, and holiday lists.
Handles pay stubs, travel costs, and reimbursementsPrivate messaging, discussion boards, polls, press releases, town halls, and more.
Securely exchange passwords for popular apps among friends.
Establish directional goals and KRAs and obtain 360-degree feedback from managers and peers. Use the LMS platform to rapidly respond to employee questions while training them on the job.

Why Choose Zoho People Plus?

1. The central database for all personnel requirements

Real-time updates eliminate the need for manual entry.

With a consolidated database, all apps will automatically reflect modifications performed in one location.

2. Dismantle silos

Your people speak when your systems do. Develop a networked system for your teams so they can transcend their limitations and become more productive.

3. Simple to administer

You can manage all workforce-related tasks from a single administrative portal, add users to all applications, and define role-based access to various apps.

4. Speed up your procedures

Any amount of knowledge is useless if it cannot be accessed.

You and your staff can easily stay informed when the data is on a single platform. When everyone is on the identical page, your processes run faster, smoother, and brighter.

Get All You Want With Zoho People Plus

Employee digital experience: Utilize self-service solutions to guarantee a seamless HR service experience.
Adaptive software: Supplying methods for managing vast amounts of data as firms expand
Easy customization: Customize existing services or design all HR-related services from the start.
Active collaboration: Foster cross-departmental or employee collaboration.
AI Assistant: Automate routine processes like event planning, reminders, or approval bot creation.
Strong analytics: Make the best choice by carefully examining the data for each function.

An Integrated And Unified HR Platform for a Better Employee Experience

Manage your personnel life cycle, time-consuming activities, and employee empowerment on a single platform with Zoho People Plus. Zoho People Plus provides an exceptional employee experience while allowing you to optimize your HR procedures and create a collaborative and engaging atmosphere within your organization.

1. Control the employee lifecycle

Zoho People Plus can help you manage the entire employee lifecycle, from hiring through onboarding, engaging, and empowering employees. From an applicant tracking system to expenditure management to an internal portal that encourages employee engagement, our system delivers the tools you need at each level.

2. Employee engagement

Improve workplace efficiency via employee engagement. With automation, Zoho People Plus creates a productive work environment and offers a variety of fun processes to connect teams while boosting engagement and productivity.

Social platform: Involvement of teams and fluid teamwork. Create a conversation platform for the group, and even between teams, so that ideas may flow freely, discussions can be finished more quickly, and the most crucial decisions can be reached jointly.
The AI assistant Zia: Zia, the intelligent assistant from Zoho, helps with scheduling and arranging activities like interviews, staff orientations, and client meetings. Zia can also set alerts, send messages and reminders, and help reschedule.

3. Scale for your HR requirements

Zoho People Plus expands with your company. So no matter how many employees or data you have, you will never be without the tools and resources you require for your organization to succeed. The Zoho People solution was designed to help organizations manage their human resources.

4. Talent acquisition

Experts in human resources rely on fostering a positive workplace and culture to maintain substance and compete.

Gaining crucial insights throughout each stage of the hiring process is made feasible with this service.

Simple to administer: This establishes and maintains a single platform for all employee-related management to facilitate easy and rapid access.
Single database for the needs of all personnel: With real-time updates, a single database eliminates the conventional method of entry. Instead, changes made in one place will be automatically reflected elsewhere. As a result, it is simpler for staff to stay updated with a single database.

5. Recruiting

The most expensive subscription from Zoho People includes a tool called Zoho Recruit, which is used for recruiting.

You can manage job advertisements, candidate pipelines, and candidate information from a single spot with the help of Zoho People Plus’s ATS features. It’s simple to edit your job applications. Streamline your hiring process, provide candidates with a wonderful experience, and get the top candidates.

Find Candidates
Resume parsing
Applicant tracking system
Onboarding
Offer letter management (with E-sign)

6. Talent management

Key Result Areas (KRAs) assist in laying out talent tasks, from new employees to team leaders.

Zoho People Plus offers the ideal approach to developing, managing, and directing people toward an organization’s objectives.

The system allows employees to grow professionally for each job role and aligns them with smaller personal and larger company goals.

7. Core HR

Streamlined and effective HR procedures: With the incorporation of Zoho People Plus into the company, daily HR processes can be automated, employees can be given more control, and HR operations may be transformed. As a result, HR procedures are effective in improving employee satisfaction.
Case management in HR: Assign an agent, categorize each query type, and organize and track each case’s progress according to established SLAs using the HR case-management application. The many inquiries about travel, wellness, corporate policies, and complaints are streamlined by a management solution.

Stages Of Zoho People Plus Project Schedule

There are several stages to the Zoho People Plus project timetable-

Process and policy information exchange, data gathering, and verification
Module configuration by organizational rules, automation and process, and dry portal testing
Analytics and customization of the platform’s integrated HR services
Strategic development and integration of all tool
User testing, training, and feedback integration throughout 4-6 sessions
Data entry, data matching, client-verified data review, and data rectification
2-3 administrative training sessions, client handover, and go-live

What Benefits Does Zoho People Plus Offer Your Company?

You can control every aspect of HR administration from a single dashboard while knowing that all employee data is safe.
You’ll be able to maintain track of your time, annual leave, and attendance, which will help you avoid mistakes and simplify timesheet creation.
You can determine an employee’s strengths and shortcomings as you set goals, provide feedback and evaluate performance.
With this fabulous kit, you may automate mail notifications, set tasks, start automatic field changes, and launch bespoke applications.
You may use your time more productively and intelligently by setting up clever workflows.
Customization enables you to design unique forms with the data you need to meet your business needs.

Use Zoho People Plus And Get The Best Results

Zoho People Plus is an all-in-one unified HR platform that supports the complete people process, from managing the entire employee lifecycle on a single platform to performing the Core HR Operations digitally and effectively. You may give your employees a wonderful experience with the aid of Zoho People Plus.

Enables people to effortlessly communicate with HR and find jobs that your business has posted.
Schedules interviews and conducts them by video call or in-person to simplify the screening process.
Simplifies the transition from applicant to employee and automates the onboarding procedure.
Assists in managing routine HR tasks, including handling timesheets, keeping track of attendance, tracking leaves, viewing organizational charts, creating holiday lists, and more
You can define directional goals and KRAs and receive 360-degree feedback from peers and supervisors.
Can use the LMS platform to respond to employee questions rapidly and train them on the job
Handles pay stubs, travel costs, and reimbursements.
Enables open dialogue through one-on-one chat, forums, polls, announcements, town halls, and other means.
Aids in securely distributing passwords for popular apps across peers

The Bottom Line

Zoho People Plus is an excellent option for businesses looking for economic HR software with top-notch hiring features, time-tracking capabilities, and cost management capabilities.

In actuality, Zoho People Plus offers features comparable to some much more expensive options.

Reducing HR procedures and managing employees, a well-integrated solution like Zoho People Plus could accelerate your company’s growth.

To get the best assistance with Zoho People Plus, contact our skilled team of experts at Encaptechno. As an authorized Zoho Partner, we have been assisting businesses in becoming truly digital by offering implementation and consulting experience. In addition, we aim to close the loop at every stage thanks to our exposure to rules, procedures, and processes from various industries and organizations.

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Zoho CRM, Zoho Implementationapplicant tracking system, cloud based HRMS, HR Suite, offer letter management, payroll management, unified HR Platform, zoho consultant, zoho partner

How Does Zoho CRM Effectively Analyze the Good and Bad of Your Business?

Abhishek Sharma / creating sales strategy, lead lifecycle management, online crm system, sales monitoring, zoho crm, zoho partner / Zoho CRM

The straight-up meaning of customer relationship management is the sum of all business techniques, tools, and strategies that manage a company’s relationship with all customers. The process of customer relationship management is aimed at gaining new customers while keeping the old customers intact.

Zoho CRM is an excellent software that manages customer relationships globally with ease. This is software that includes everything that a business can possibly want from generating more leads, tracking new sales performance, and closing more deals.

The companies that use Zoho CRM can effectively manage their marketing, sales, and customer service matters in the B2B and B2C strategy. In different words, with CRM it is possible to manage the business to business relationships and business customer relationships. Zoho runs on the SaaS (Software-as-a-Service) model and is also compatible with various computer applications.

It can be said that the online CRM system of Zoho targets small and medium businesses by offering CRM on budget. It can help in reducing the cost of centralized data and free migration integration with a third party application. It also helps in increasing sales with a sales automation feature while offering improved customer segmentation and automated sales reports.

All in all, Zoho CRM helps in an effective analysis of the good and bad of a business. In this blog, we will see how it does that in complete detail.

Zoho Analyses Your Business Comprehensively and Deeply

Zoho CRM is an online CRM system that comes with many functions that help in tracking and measuring the performance of all activities, particularly the sales activities while also understanding targets and how they can be achieved. This analysis is done using reports, capabilities and other analytical components so that smarter decisions can be made for business growth.

For instance, reports have the ability to offer real-time insights into different attributes such as sales trends, marketing trends, performance reports, campaigns conducted, etc. In addition, the analytical components help in finding out key performance indicators along with the present status of targets by creating dashboards.

The primary purpose of Zoho Analytics is to offer you a deep analysis of all facets that are involved in a business. The reports generated on Zoho CRM enable easy access, analysis, and tracking of business while giving you the information that further helps in making primary choices.

There are a total of around 40 pre-built reports that help in tracking the important sales KPIs. Zoho CRM comes with the ability to convert these reports into charts so that the process of data analysis becomes easier. You can customize the reports and include important data from various modules.

The kind of analysis that the Zoho CRM is capable of performing includes:

You can have a detailed analysis of important information. With this, your organization can effectively make some data-driven decisions.
You can perform an easy filtration of data on the module criteria.
Zoho allows you to choose an arranged template and chart type. This can be used to represent the data perfectly.
It is possible to combine the leads, campaigns tasks, vendors, and quotations in just one database using Zoho CRM.
Zoho CRM also enables you to export the reports as files in different formats while giving the Dashboard access to the people who need it.

Zoho CRM can be called an online CRM system that is capable of effectively tracking all kinds of progress. There are many benefits that are there in this process. You can track the progress in the sales towards your objectives and plan the follow-up efforts as well. You can also analyze the different aspects of operations that require more attention and you can also evaluate the success while comparing individual performance.

Analyzing Key Business Metrics With Zoho CRM

Zoho CRM makes it possible to analyze and track important business metrics while empowering the businesses at each step. Data is a goldmine in the present time and it can be effectively analyzed with the power of Zoho Analytics.

You can differentiate and use the Zoho CRM data in the ways that you like the most. It is also possible to create the sales funnels, make sales projections, gauge the sales performance, understand the win/loss rates, track the KPIs and do much more.

Zoho is an online CRM system that lets you do the following things:

Zoho offers an efficient analysis of lead lifecycle management. You can analyze and track the leads by their source, status, and even ownership. You can also see your conversion rates, find where the potential churn the most, and measure the efficiency of the sales pipeline.
In addition, you can analyze the sales activity, track numbers at each stage of the sales pipeline. You can create sales funnels for understanding if there has been a significant drop or a rise in the sales pipeline. You can also track the conversion rates while boosting the overall efficiency of the sales process.
Zoho CRM enables you to combine and blend important data from other business applications for cross-functional analysis. For instance, you can combine your marketing budget in tools such as Excel, AdWords, etc. along with your sales data from the CRM for creating a spend vs sales report.
With Zoho CRM, you can stay updated with the data alerts. You can set targets and also be notified when they are achieved. This also allows you to track any spike, a seasonal change or an anomaly in the data with respect to the contextual alerts.

Thorough Sales Analytics

Zoho helps in creating a sales strategy with its sales analytics features. The detailed sales analytics features help in selling better, faster, and smarter. Some of the benefits that the sales analytics is capable of offering out rightly include:

Collaborative Analytics: Using Sales analytics, you can develop and even analyze reports together with the content marketing team. You can also share and embed the visualizations for wider consumption.
Pre-Built Visualizations: You can instantly begin your analytics journey with at least 75 pre-built reports and dashboards on the sales performance.
Email, Print, and Export Reports: Zoho CRM allows you to export, print, and email reports. There is an option to schedule the reports and dashboards for emailing automatically to the given recipients.
Sales Forecasting: You can make informed decisions from the sales data and also manage the cash flow workforce and resources using the Zoho CRM. It is also possible to predict future revenue and plan for future growth.
Analytics Assistant: Zoho CRM is a smart analytical assistant. You can type your questions and see if Zia, Zoho’s AI assistant can come up with suitable answers in the form of reports and KPI widgets.
Sales Representative Analysis: It is possible to review and analyze the sales representative performance and go on the top of your organization with this.

Analyzing Data and Getting Insights

You can connect, prepare, and perform the analysis while getting deep and actionable insights using Zoho CRM. It can be said that Zoho CRM is one of the best methods to analyze the good and bad of a business.

The processes such as data reporting and management are two important and many times overwhelming tasks for an organization. Many times, the raw data handling and management features play a significant role in forming reports that allow in analyzing sales and marketing campaigns.

The BI and analytics software called Zoho Analytics is one of the best tools that can be used to change data into actionable reports and dashboards. This helps the users to create dashboards and visualizations that present data in a simple and also self-service model.

Some of the common benefits of Zoho Analytics that help in analyzing the good and bad of business include:

1. Data Source Connection

Commonly the business data stays scattered in web feeds, Google sheets, cloud storage, and other online applications. However, the data analytics feature of Zoho Analytics can be of significant assistance. It can be used to connect various data sources for the purpose of reporting and analytics.

You can get great assistance from a standard Zoho Analytics consultant for uploading and blending data from various files and databases. Files such as text files, spreadsheets, business applications, Microsoft Excel, etc.

2. Analytical Reports and Dashboards

Using the drag and drop interface of Zoho Analytics, it becomes possible to present insightful reports to the customers. A wide range of virtualization components including charts and widgets are included in the Zoho Analytics that helps to create simple and interactive dashboards.

In addition, it is also possible to combine multiple reports in a single dashboard which makes it much simpler for any team to track key performance indicators. For instance, if you want to do sales monitoring, that can be possible with analytical reports and dashboards.

Zoho Analytics comes with an easy to use and a pre-built analytical set of functions that can be used for a deep performance analysis along with deriving key metrics. In addition, it also includes a spreadsheet-like interface for data addition, analyzing metrics, and detailed reporting.

3. Reporting and Collaboration Feature

Using Zoho Analytics, it becomes very easy to develop reports with team members along with much better access to options such as read-write, drill down, read-only, etc.

Zoho Analytics comes with an ability that allows you to quickly and easily publish reports while also giving users access to Zoho analytics login. It is a great option to get in touch with a Zoho Analytics consultant so that easy collaboration and reporting features can be maximized.

4. Centralized Data Collection

Due to the easy to navigate and smart assistant of Zoho Analytics called Zia, a centralized collection of data is facilitated. This data collection helps in streamlining data and developing a 360-degree view of a company along with an answer to important questions related to the financial status, operational efficiency, and customer behaviour.

In addition, Zoho Analytics simplifies otherwise difficult processes such as data splitting, merging, and formatting to ensure productivity. As a result, the final result is favourable when it comes to decision making.

5. Embedded Business Intelligence Solution

Using Zoho Analytics, anyone can set up a reporting portal that provides an embedded business intelligence solution option. There is a list of comprehensive APIs and completely customizable design elements that help in tailoring the portals, dashboards, and reports just as a person wants.

The users can effectively embed Zoho Analytics with many other solutions like ERP tools and CRM platform as well. The solutions offer easy integration and a completely rebranded user portal for an easy user experience all across platforms.

Zoho analytics effectively allows businesses and different organizations to make quick decisions with the use of AI-powered assistance and auto blending of data. The embedded business intelligence solutions are a way for analyzing the good and bad of a business.

6. Data Visualization

One of a kind BI & analytics software, Zoho Analytics comes with an interactive and insightful dashboard that helps in gaining important information. This software helps in offering businesses a library of visualization techniques while ensuring that the organizational trends are recognized easily.

It is possible to collaborate with Zoho Analytics consultants easily for understanding data visualization that helps business teams to make effective decisions that enhance the bottom line of any business.

7. Flexible Architecture

Zoho CRM offers an extensible tool that can be scaled just as a business develops. It has a scalable architecture that enables a person to integrate into applications of any particular size.

Furthermore, it can also be configured to generate reports and handle large volumes of data by using scalable column database technology.

8. Collaboration and Productivity

Zoho CRM allows easy collaboration between the business teams by providing team leaders and managers with easy access to data that the colleagues and clients can see and edit.

Based on access, users can create a comprehensive report, embed it into the website, and also share it with team members with an email for collaboration. Zoho CRM also allows the creation of annotations and images for creating comment threads that enable easy and productive communication.

Conclusion

Zoho CRM is capable of offering a detailed analysis of a business so that quick and effective decisions can be taken when it matters. One can monitor the sales cycle, customize dashboards, create charts, target meters, KPIs, and funnels based on the business goals.

In addition, Zoho CRM also enables a business to take data-driven decisions so that the conversion rate can be improved. Using powerful charts, one can compare and contrast the records to know where the business stands at the moment. It is also possible to focus on different regions, target marketing campaigns, and set organizational objectives for the business development.

In case you haven’t yet implemented Zoho CRM then you are missing out on a lot that can allow your business to grow significantly. Use Zoho to capture a picture of your business and let your business grow manifold just the way it deserves. For more information on the implementation of Zoho CRM, get in touch with our consultants at Encaptechno, today.

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Zoho CRMcreating sales strategy, lead lifecycle management, online crm system, sales monitoring, zoho crm, zoho partner

A Complete Overview of Zoho Analytics

Abhishek Sharma / analytics software, business intelligence, data analytics, data visualization, reports and dashboards, self service BI, zoho partner / Zoho Implementation

Zoho Analytics is one of the finest self-service BI and data analytics software that allows you to analyze data, create amazing data visualizations, and discover hidden insights within minutes. It provides cutting edge analytical solutions that are needed to transform raw data into actionable insights.

Zoho Analytics also allows users to fetch data from any data source and analyze it visually for making informed and data-driven decisions. In addition, it also allows the user to easily share insights and collaborate.

A great feature about Zoho Analytics software is that it allows the users to create visualizations and dashboards to present data via a quick, easy and self-service model. It also brings detailed insights and analysis to an organization’s business data on demand without any help of IT assistants or data analysts through extensive automation efforts all across the analytical process.

The users can crunch large datasets, clean and blend data, perform different analytical tasks and also visualize the results in dynamic graphics to extract insights. They can also make informed decisions in a stand-alone or embedded environment with the support of mobile devices. Additionally, it comes with a flexible on-premise and cloud deployment model.

Features of Zoho Analytics

1. Data Integration

You can get your data analyzed wherever it may be using over 250+ data sources of Zoho Analytics. You can connect to data from files, feeds, web URLs, databases, business applications, and much more.

Files and Feeds: Zoho Analytics allows you to upload data from spreadsheets and flat files such as Microsoft Excel, HTML, CSV, XML, JSON, text files and more. The data can be easily fed from online storage services such as Zoho Docs, Box, Dropbox, Microsoft OneDrive, etc. It is easy to pull data from web URL feeds.
Databases: You can connect with popular business applications in Sales, Marketing, Finance, Help Desk, IT, HR, and many more with the ready-made connectors.
Custom Apps: Zoho Analytics software offers powerful data import and integration APIs for building a connector quickly, and getting data from any offline/online application for analysis.

2. Data Preparation and Management

You can use the self-service data and management application called Zoho DataPrep very easily with Zoho Analytics. This is a good way to get your data cleansed, transformed, enriched for easy and better analysis.

Auto Model: Zoho Analytics is a business intelligence software that automatically identifies data types. You can get suggestions for joining datasets and create custom data types for identifying and fixing invalid data.
Smart Cleanse: You can filter and cleanse data using intelligent suggestions. Improve the quality of your data by removing duplicates and invalid entries.
Transform: You can format and change your data without any need for coding. This will also help you reshape your data using over 250+ functions like summary, pivot, unpivot, etc.
Enrich Data: Zoho Analytics also allows you data with ML/AI-powered transforms such as sentiment analysis, keyword extraction, language detection and more.
Catalog Data: The use of Zoho Analytics software also enables you to manage your datasets by categories, custom tags, data readiness, data quality, and more. You can also use the search capabilities of Zia which is Zoho’s smart AI assistant for performing system-wide metadata searches.

3. Visual Analysis

The data visualization is one of the best features of Zoho Analytics. With the use of this feature, it is possible to slice and dice your data while analyzing it visually with a wide range of visualization tools.

Visualization Options: Zoho Analytics allows you to use a wide range of charts, widgets, summary, pivot, and tabular views for creating insightful reports and dashboards.
Drag and Drop Report Creation: Zoho Analytics also enables the effortless creation of meaningful reports and dashboards with the intuitive drag and drop interface.
Tabbed Dashboards: With Zoho Analytics, many reports can be combined into tabbed dashboards using a drag and drop designer. You can insert images, formatted texts, web components and widgets in a flexible designer layout. You can make this easy for your executives and users to track KPIs effectively.
Dynamic and Interactive: Zoho Analytics is a reports and dashboards BI software that allows you to use a wide range of interactive options such as view underlying data, drill down, contextual filters and many more for performing ad-hoc exploratory analysis.
Geo Visualization: You can analyze your geographical data with interactive map charts. You can compare and measure key metrics across countries, regions, states, postal codes, and latitudes and longitudes.
Image-Based Visualizations: Zoho Analytics helps in plotting location data spread over custom image boundaries such as basketball courts, city parking lots, roads, etc. This includes image visuals in your reports to enhance visual appeal and readability.

4. Augmented Analytics

Zoho Analytics software augments your analysis of data with the technologies such as Artificial Intelligence, Machine Learning, natural language processing and generation, and getting quick insights from your data.

Zia Insights: It is possible to get contextual and actionable insights that go way beyond visualizations in the form of digestible narrations with zero interactions.
Conversational Analytics: Zoho Analytics allows you to engage in colloquial conversations with Ask Zia so that you can get relevant reports as answers.
Automated Reports: With a single click, you can generate a valuable set of auto-generated reports on whatever data you may have when you are beginning your analysis.
Predictive Analytics: You can also apply custom forecast models and forecast values of business metrics while predicting the upcoming trends.
What if Analysis: Zoho Analytics helps in simulating complex scenarios, and finding optimal business outcomes with the use of what-if analysis.
Data Alerts: With the Zoho Analytics self-service BI, you can get notified automatically on important changes to your KPIs, anomalies, goal achievement, etc. This helps in staying on top of your business.

5. Unified Business Insights

It is possible to unify the business data across an organization from various functions such as marketing, support, finance, sales, etc. You can easily analyze this unified data and unearth end to end insights.

Easy Connectors: Connect to 50+ popular business applications within a few clicks. Auto-sync and unify data from various business applications in hourly intervals only.
Pre-built Analytics: Zoho Analytics software helps you instantly begin your analytics journey with much valuable pre-built visualization that offer a comprehensive view of business health. You can build your own ad hoc reports and dashboards to suit your specific needs perfectly.
Data Blending: Zoho Analytics also helps in the automatic blending of data from various applications. It is also possible to define metrics that span across the data from multiple departments. You can create reports and dashboards with these metrics and offer end to end insights across a business.

6. Collaborative Analysis

Zoho Analytics is a business intelligence software that makes collaboration an important part of data analytics. You can easily democratize data, allow pervasive BI and analytics in your organization.

Share Reports and Dashboards: Zoho Analytics allows you to share reports and dashboards that you create with your colleagues, and collaborate with them.
Best Access Control: You have complete control over what your colleagues can see and do with the data and reports that you share with them. The fine access control with specific options such as read-only, read-write, report authoring, export, and drill down is excellent assistance.
Easy Commenting: Zoho Analytics helps you to share contextual comment threads and instantly collaborates with peers on a report or dashboard. You can add and annotate images or go back to see the entire document history anytime and anywhere.
Printing and Emailing: With the use of Zoho Analytics, it is also possible to schedule your reports and dashboards to be emailed automatically. You can export and print reports for offline access as well.

7. Data Storytelling

Zoho Analytics allows you to tell interesting stories by using the data. You can present and publish analytical insights in the context of familiar business workflows. This will make the process of data analytics a lot more efficient and enjoyable.

Slideshows: Zoho Analytics is an excellent tool to craft immersive analytics presentations with the use of Zoho Show, an online presentation service. You can add rich narratives in the form of text, images, shapes, etc along with reports and dashboards. This helps in weaving data stories to your audience.
Web Portals: You can create purpose-built data analytics portals using the site builder called Zoho Sites. This will make it easy and exclusive for your users to analyze the data with visualizations.
Ask Zia: It is possible to embed the AI assistant of Zoho Analytics called Ask Zia along with Zia insights anywhere in the business workflow. You can allow data-driven decision making at all endpoints.

8. Mobility

Zoho Analytics helps in accessing and interacting with data, reports, and dashboards from phones and tablets.

Mobile Applications: It is possible to access and interact with the reports and dashboards that you have created in Zoho Analytics on the move from your iOS and Android powered mobile devices.
Dashboards Application: This one is a purpose-built and immersive mobile application to access and explore the dashboards that you have in Zoho Analytics. Creative features support the inviting fluid interaction and analysis.
Conversational Analytics: This feature allows you to speak with Zia on the go. You can ask questions and get precise insights as answers in the form of reports and widgets.
Mobile Collaboration: Zoho Analytics helps you add comments to reports, and hold meaningful conversations with your peers.

9. Embedded Business Intelligence

Using Zoho Analytics software, you can offer a white-labelled BI and analytics application under your brand name. You can also set up a standalone analytics portal and embed it within your application.

Embedded Analytics: It is possible to integrate a full-featured analytics platform within an application using the single sign-on API and SAML authentication.
Self Service Analytics Portal: You can set up a rebranded analytics portal and customize it with rich design elements while seamlessly making it accessible with the use of web and native mobile applications.
Augmented Business Intelligence: Zoho’s smart AI assistant called Zia can be easily embedded for getting automated insights from any reports and dashboards. You can take advantage of Zoho Analytics by using features such as smart forecasting and ML-based predictive analysis.

10. Security and Governance

Zoho Analytics software is used by strong Zoho security practices including the support for redundancy, backup, confidentiality, and privacy. This helps in ensuring that the data is safe and secure.

Data Security: Zoho Analytics has a privacy by design model which allows the customers to have better control over the data. The time tested and accredited enterprise grade security features and governance framework makes sure that continuous data is managed.
Data Backup: The data can be stored in Zoho Analytics cloud version and it can be backed up each day in the data centres. You can do a periodic backup as well.
Roles: The users, viewers, and administrators role at the workplace, organization, and accountant labels are present. There is a clear segregation on who can do what based on the roles.
Logging: Zoho Analytics software offers all user activity and access within the application. Hence, it is possible to know which user logged in at what time, which user has access to which functions and much more. All this ensures security and accountability while the auditing is going on.

11. Deployments

You can effectively deploy Zoho Analytics according to the needs that you have. It is also possible to subscribe to Zoho Analytics cloud, and install it on premise in your servers. It can also be deployed in public clouds such as Azure, Google, and AWS. Lastly, you can also use the white labeled version of Zoho Analytics.

Cloud: Zoho Analytics offers easy access to a full fledged self service BI and analytics service that is hosted in Zoho Cloud with just a browser and a mobile application. There is no upfront cost and you can pay as you go ahead with either monthly subscriptions or a yearly lock in.
Onpremise: You can easily install Zoho Analytics behind the firewalls and on your own servers. This also helps you analyze the data in house.
Public Cloud: Zoho Analytics software can be deployed on the public cloud of your choice. This is similar to AWS, Google Cloud and Microsoft Azure.
Embedded: Zoho Analytics offers a complete analytics application in your brand name. There is a choice to either go with the standalone analytics portal or an embedded one with your own application. The white-labelled version is available in the cloud and on-premise models both.

12. Extensibility and Elasticity

Zoho Analytics is an excellent data analytics application that is a full-fledged, scalable, and powerful analytics platform. It helps the developers and system integrators to develop and deploy custom analytics applications and integrations.

APIs: You can use a robust set of APIs for the purpose of authorization, custom styling, data integration, and dynamic reportings embedding to build custom analytical applications of integrations. This also allows you to maximize the potential of extensible low code or no-code integration with a tech stack.
Zoho Marketplace: You can choose to complement your analytical abilities with a wide range of analytical applications available in the Zoho partner driven Marketplace. There are domain-specific and purpose-built native analytics applications also available in third-party marketplaces.
Big Data: Zoho Analytics allows you to analyze your big data with ease and derive key business insights. The data can be present in big data sources such as relational, NoSQL and cloud databases or popular business applications.

Conclusion

Zoho Analytics is designed to benefit businesses from deep analytics using data interpretations, auto-generation of reports and other such features that can help in automatically blending data from various apps for cross-functional analysis. This helps the user to get a comprehensive view of the business.

The implementation of Zoho Analytics can help you derive business metrics and capture key performance indicators as well. You can plan for future events with forecasting and predictive capabilities, ask questions and get analysis from Zia, and do much more.

If you haven’t already got Zoho Analytics implemented, now is the time to get in touch with a certified Zoho partner such as Encaptechno and get things going. You will be amazed at what all you can do with the use of Zoho Analytics and how it can benefit your business.

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Zoho Implementationanalytics software, business intelligence, data analytics, data visualization, reports and dashboards, self service BI, zoho partner

Benefits of Zoho Integration with WhatsApp

Abhishek Sharma / crm platform, streamline business processes, zoho crm integration, zoho integration with whatsapp, zoho partner / Zoho Implementation

All businesses run to increase income and the number of loyal customers. For achieving this goal, the organization must grow and be led to improve its services. On one hand, it is established that a company cannot satisfy needs if it does not have an established connection between various departments. That said, in case your company is way too focused on the inner workings then it will not succeed without good quality customer service.

The Zoho integration with WhatsApp enables you to improve the client service and optimize the company’s work as well. This integration is somewhat useful in delivering a set of useful tools as well. It helps in analyzing and improving the sales department work. You can get noticed and communicate where it is comfortable for the customers.

The Zoho CRM integration with WhatsApp helps in extending your support through WhatsApp messenger to the customers. The customers will find it easy to reach your support representatives for support from their WhatsApp messenger while the representatives may continue using SalesIQ to respond. Other than this, customers can also look out for your business on WhatsApp and connect instantly.

In this blog, we will look at the benefits of Zoho integration with WhatsApp but before doing that, let us first get an overview of this integration and why it is considered important.

Zoho Integration with WhatsApp

Zoho is a CRM platform that unifies all aspects of a business in just one place. It allows to have everything centralized, improves productivity, and be more competitive. The data obtained from CRM is extremely important and useful and Zoho further helps in segmenting the customers, having more controlled management, and improving customer retention along with consumption.

The Zoho integration with WhatsApp makes sure that the communication with the current customers becomes way more productive. The communications can also be customized. With the Zoho CRM and WhatsApp, you will have many benefits over your competitions that have the ability to set you apart from the rest.

In case a business wants to have an image of caring about its customers then you must know that you are on the right track. With the multi-channel support of Zoho, it becomes possible to reach your customers with chat, calls, emails, and social media. All thanks to the integration of WhatsApp, this communication is also available for use.

The Zoho CRM integration improves sales performance with sales automation. The integration is expandable and customizable. On the other hand, the analytics and reporting tool also helps in giving you very important data that can be used to track everything happening in your business. This function can be used to draw business strategies and see important results.

Moreover, security is guaranteed with this integration. This is a rather important point since you cannot leave your company in the hands of just about any other CRM. It is necessary to invest in support and security. The Zoho CRM integration with WhatsApp promises streamlined business processes, a method to contact your customers, leads, and contacts of the messaging applications of millions of users directly from the CRM.

You can use one of the most preferred communication channels like WhatsApp for connecting and getting help instantly rather than navigating to the website and initiating a chat every time. The chats can be managed by customers through WhatsApp, web, and mobile from a similar dashboard.

Top Benefits of WhatsApp and CRM Integration

1. Improved Business Control

The more workforces become involved in a business, the more difficult it can become to monitor the work of each individual. However, Zoho integration with WhatsApp can help in controlling the sales department remotely. You can have first-hand information about the activity of your sales managers.

The integration of WhatsApp with Zoho CRM enables the owner of the business to check the communication that is happening between the managers of different departments. Therefore, you find it easy to evaluate the quality of work of every individual employee.

All thanks to the integration between WhatsApp and Zoho CRM, all communication will be stored in the CRM. The owner can track which sales manager closes the maximum deals and identify the most effective employees. Basically, the streamlined communication process ends up improving the overall business functioning.

2. Better Analytics Tools

Another important feature of a successful business is the ability to accumulate and analyze important data. All businesses must be clear about their target audience so that estimation of the weaknesses and strengths of a company can be done adequately. This important information helps in identifying the potential for further growth and the quality of offered products and services.

The Zoho integration with WhatsApp can help in gathering all the information about the customers in just one place. You can analyze your age, gender, and choices of customers who are using your services and products. This allows you to see the target customers much more clearly and work dedicatedly to engage with these people in the future.

The connection of WhatsApp with your CRM can help you to learn more about the negative sides of a product. The CRM system can save you questions, suggestions, and reports about the problems that customers experience commonly. Therefore, the company can analyze reviews and work on the revealed issues properly.

3. Automation Opportunities

The integration of WhatsApp and Zoho helps in properly adjusting the CRM system according to the needs of a company. You can create multiple marketing funnels and send deals, contacts, and tasks to different steps of the funnel.

The integration helps the sales managers to reduce multiple routine activities and spend more time in communication with customers. The incoming messages coming from WhatsApp trigger the Zoho CRM to automatically create a task that reminds managers to respond to the customer.

With the Zoho CRM integration, it becomes possible to automate the process of updating the CRM list whenever a prospective user or a customer messages. You can also set up a chatbot to collect information from users and collect or update information saved on Zoho. Automating the processes can help you and your team save time and effort for handling multiple customers at the same time.

4. Streamlined Workflow

In case you have got Zoho set up and running then it makes sense to have your team manage everything on Zoho. From getting important updates about new contacts to reaching out to your existing customers, the Zoho integration lets you use the platform with the added ease of automating an important bulk of the process.

After your customers have been listed on Zoho, you will be able to sort them into different categories and assign them to other agents as well, as you would usually do. A well-defined system can automate the complete process.

When you have a list of customers sorted into Zoho, you can easily reach out to them automatically with predefined messages or also have your team reach out to customers based on the queries. Other than streamlining your workflow, Zoho integration with CRM helps tremendously in streamlining the workflow with which you can stay on the top of your business.

5. Easy Communication

The integration of Zoho with WhatsApp makes sure that you are able to access customer information and reach out to your customers on a platform that you are familiar with properly. You can engage with your customers on a platform that they are familiar with and use frequently.

You will have the ability to send out messages to a wide user base by using rich media such as documents, images, videos, etc. If used properly, it can be a perfect solution for businesses that have a large customer base.

It allows businesses to streamline the workflow and CRM processes while being accessible to users at the same time. Businesses can make good use of WhatsApp by greeting customers with a personalized message when a conversation is started with a business.

6. Follow-Ups

The Zoho CRM integration with WhatsApp enables you to send automated messages with complete details about all your products and services to your current or even potential customers. The best part is that these messages are simple to set up and they can be sent out very quickly with just a little effort.

Therefore, you can ensure that your customers get the information they need without making them wait in any way or even risking their annoyance. You can also go a step ahead and save the answers to some of the most frequently asked questions. This helps in reusing the answers in the future and it also helps in increasing the speed of the issue resolution process followed by your business.

7. Better Internal Communication

Better internal communication in a business is done with team collaboration. In different words, there are different tools that enable collaboration between teams and business sectors. With WhatsApp and CRM integration, there is no need to worry about any team communication problems.

Other than allowing you to communicate with your prospects and customers seamlessly, the integration also helps in removing any kind of inefficient departmental silos that can improve communication in your company. Hence, the complete organization flows all the more optimally and effectively while improving organizational communication.

8. Optimized Business Marketing

The WhatsApp CRM integration enables you to send a useful catalog of images, location, documents, audios, videos, to your potential customer. Based on the interest of your customers, you can send them marketing collateral that can spark their interest.

In this way, you can nurture leads and increase the chances of conversion as well. When you start putting this into practice, this can turn into one of the best ways to move the leads down the sales funnel and increase your chances of conversion.

Conclusion

WhatsApp is one of the most popular messaging applications out there that is used by one and all. It is used for both personal and business purposes. Organizations use it to leverage more benefits by integrating it with their CRM systems.

You can also integrate your WhatsApp account with a CRM platform to start messaging by getting in touch with an experienced CRM consultant from Encaptechno. The integration will allow your WhatsApp instance to use information that is already contained in your CRM.

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Zoho Implementationcrm platform, streamline business processes, zoho crm integration, zoho integration with whatsapp, zoho partner

Focus on Converting Leads With Advanced Filters of Zoho CRM

Abhishek Sharma / lead management life cycle, online crm system, zoho crm customization, zoho crm services, zoho partner / CRM Services, Zoho CRM, Zoho Implementation

The Advanced filters in the online Zoho CRM system, are one of the greatest ways to understand the ways in which CRM works while discovering important insights in no time. It is a powerful search tool that allows you to extract valuable sales information which could otherwise take much longer to find out.

What’s key to understand here is that by the use of a regular filter, the search is based on field values. For example, all leads who are from “Los Angeles”. Now, this is very straightforward and simple.

However, with the advanced filters, it becomes easy to run advanced searches based on the activities associated with records such as leads that have no open activity associated with them. You can base your search on many advanced factors and get results.

To understand the advanced filters of Zoho CRM better, let’s consider an example.

Example: Let’s say that you work in a company called “Pioneer” and your CRM system has been able to get a decent number of leads over the last six months. Even though you have followed up with most of these leads, there is a possibility of a deal that is hidden somewhere amidst these leads and did not respond the first time. Now if only you can pull up this idle lead quickly and follow up again, you will be satisfied.

In another situation, let’s say that you have some leads that are waiting to be closed by the end of the month, but you suspect that the tasks associated with the deals are still pending. Only if you will be able to pull these deals in just one click, it would make sense.

In yet another situation, let’s say that you offer a live chat service to the customers from your website. Imagine that there was a way in which you could pull up the complete list of customers whose chat requests you missed in the past week.

All the three situations that are mentioned above require details that could take a long time to be drilled down using the reports. However, using the Zoho CRM customization and advanced filters, it can become easy to get this information instantly.

This is possible because other than the record details such as First Name or the Phone Number, advanced filters include a wider range of criteria for you to base the search on such as email activity, website activity, activity status, notes, scoring rules, etc. Using an intelligent combination of these factors, you can easily pull out the important records as discussed in the scenarios above.

Filter Records Using Advanced Filters

For filtering the records using advanced filters, the following steps must be taken.

Go to the module that you want
Choose the required module list view.
In the Filter (Records) By, select the desired combinations. You can also choose any number of search combinations as required.
Click on Apply Filter and the records that meet the criteria will be shown.
You can choose the records and assign suitable follow-up activities or run macros on them as well. You can also save the filter for future use.

After you have saved the filters, you will be able to see the overall number of records in every filter that will be updated in real-time. You will be able to see the number of records in every filter that will be updated in real-time. For example, you can save a filter in the Leads module called “Idle leads”.

Right when the number of records matching the filter’s criteria differs, the updated count can be displayed beside the name of the filter. This can help in quickly getting a snapshot of the volume of records under each saved filter and prioritize your actions accordingly.

Using Advanced Filters Effectively

Below are some of the common sales scenarios in which you can effectively make use of the benefits of advanced filters in the online Zoho CRM system. It must be remembered that these are just examples. There are some scenarios you can come up with depending on the combination of the search criteria.

1. Explore All Unused Leads

You can work on a new set of leads almost every week. With time, you lose track of the leads that needed a second or third follow-up.

Among the idle leads, there may be a great deal waiting for you but only if you follow up on it. The advanced filters can search records for you within a few seconds only.

2. Discover All Records For Conversions

You can also be aware of all chances of converting a lead and winning a deal with the Conversion Prediction by using Zia. Although this will make it simple for you to prioritize the leads and deal with high chances of conversion, you can also explore the ones you thought had less or no chances of conversions, but are trending now.

Using the advanced filters, it is possible to pull leads and deals that are trending recently with better chances of conversion than ever before while ensuring that there is no opportunity missed.

3. Track Sales Activities

You want to keep a track of all the sales activities as well as that of the subordinates. Using advanced filters, you can narrow the deals to which there is no activity associated with the next month but the closing date is still within the present month. You can also add the potential amount as a different criterion which can further narrow down the search.

To go a step ahead in this Zoho customization, you can also mention the potential amount. If you get a list of records for deals that are worth more than a certain amount to be closed this month but for which that are overdue activities then you must pay attention. Other than the overdue tasks, you can also filter the information about deals.

You can filter the information by deals closing this month but no activity, notes, and emails associated with them, and deals that have been lost which may want to reopen, and a follow-up. The advanced filters make it easy for sales managers to hunt down cases and act on them.

4. Filter Contacts Based on Deal Stages

Let’s imagine that you are looking to send emails and other relevant documents to those contacts that are in the value proposition stage. You can manually search for each contact that is in the stage that is consuming time.

Using the advanced filters in the Contacts module, you can choose the contacts easily. The contacts that match the criteria will be displayed in this way. You can also choose all these contacts and send a mass email, take bulk action as needed, and update records.

Tracking Records Based on Campaign Responses

Anytime you filter records based on the responses to the recent campaigns, you will be able to approach the potential customers in a much better way with a refined message based on their response.

Let’s say that all the recipients that were targeted in the recent campaign have opened the email and clicked on links in the email. You can also be sure that they are in need of your offering and are also interested in understanding what you want to offer. With the final push, you will be able to effectively convince them and help in making a good decision.

All contacts who have either just opened your email or clicked on the link that are listed are your prime prospects to be convinced and converted into your business. You can use the below-mentioned filters:

1. Time Tracking Filters

The advanced filters Zoho customization includes a set of time tracking filters whose purpose is to easily let you filter the records that have been worked on or not worked on in the specified time period.

For instance, you can effectively filter the leads that have been untouched for the last 5 months. For doing this, you can use the time tracking filter called “Untouched Records” so that you can get a picture.

2. Act on Insights Discovered

The advanced filters do not just enable you to discover the quick insights but also follow up on the results obtained. For example, you have discovered the potential leads that go unnoticed that need your attention but now what?

When you filter the records, advanced filters let you act on them instantly. Quick actions can be taken on records such as Macros, Mass Update, Assign Owner, and so on. From this page, you can follow the records instantly.

Filter Records With Visitor Tracking Information

Having a website pays off only when you are able to track who is visiting that website and make your insights about how people use the website when they visit, and what actions they take. This is key information that helps in serving the visitors better and convert the visits to the customers.

The use of advanced filters in CRM helps in making inferences about leads and contacts who visit the website with the help of a visitor tracking parameter. You can filter the contacts and leads based on fields such as the time spent on the site, chats missed, browser used to track the site, and so on.

Some of the situations in which visitor tracking information could help in making important inferences include:

1. Following Up With Contacts

If you have a list of contacts who are at a stage of conversion and out of these contacts, you are closing deals this month then you can do a more detailed search by choosing a potential amount for these deals.

Some of the contacts may have messaged you on chat as well but you might as well have missed these messages. With the advanced filters, you can filter out these contacts easily.

2. Tracking Leads Based on Time

It is possible to track the leads based on the average time spent on the website. This is also an effective way of converting leads to deals.

When the leads spend time on the website, you can know that they are interested in getting converted. You can take the right steps needed to trace them.

3. Tracking Leads Based on Email Address

You have filtered the contacts based on the stages in the pipeline of sales. The sales managers can track the progress that their sales representatives have made by entering the email address of the sales representatives who have attended to specific leads.

If you want to search for leads associated with a name called Alan Grey then you have to enter the email address of the sales representative who was dealing with Alan Grey.

4. Browser Compatibility

When the leads are filtered based on which browser your leads have used, it becomes easy to enhance the design of that website for that browser.

For instance, you are looking for leads who have used Google Chrome to access the website. In case a large number of leads are found through the filter, you can enhance the browser compatibility.

Conclusion

The sales process can become remarkably smooth when you focus on converting leads with the advanced filters of the Zoho CRM. These filters are made to make the job of sales professionals much easier and effective.

In case you need any further support to understand the use of these advanced filters then get in touch with our experts at Encaptechno for assistance.

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CRM Services, Zoho CRM, Zoho Implementationlead management life cycle, online crm system, zoho crm customization, zoho crm services, zoho partner

What is Zoho DataPrep? | Self Service Data Preparation

Abhishek Sharma / ai powered data preparation, data cleansing software, what is data warehousing, zoho partner / Zoho CRM, Zoho Implementation

The productivity provider SaaS provided Zoho entered the business intelligence platform field in July 2021. Zoho announced an AI-powered data preparation, business intelligence, and self-service platform application that combined the new Zoho DataPrep application with an enhanced version of Zoho Analytics.

This was to win over business users with a combination of features that focused on ease of use, supporting the data preparation, and the ability to blend internal data with the outside data sources. Zoho DataPrep application is self-service data preparation and management tool that uses machine learning to help business users integrate, transform, enrich, transform, and catalog data for creating and managing data pipelines.

Zoho has also added an integrated enterprise portal builder called Zoho Sites and presentation software called Zoho Show to the platform. This is for helping business users put their ideas into context. Basically, Zoho aspires to reduce any friction by empowering business users to drive decisions with data and without learning any new tools.

In this blog, we will learn about Zoho DataPrep in complete detail. So let’s begin.

What is Zoho DataPrep?

Zoho DataPrep is data cleaning software that enables organizations to prepare high-quality data by automatically looking for errors, discovering data patterns, cleaning, transforming, and enriching data. This is without any need for coding. It also helps in setting up data pipelines for syncing prepared data to Zoho Analytics or to any data warehouses.

Using Zoho DataPrep you can connect, cleanse, transform, enrich, schedule, and export data with ease. In addition, you can also catalog and manage how the prepared data is consumed with fine-grained controls. It is also possible to import data into Zoho DataPrep from over 50+ data sources such as files, FTP, feeds, cloud storage, databases, and data warehouses while making it simple to bring the data together.

The functions of Zoho DataPrep are:

1. Cleansing and Improving Data Quality

Zoho DataPrep helps in automatically profiling data for viewing distribution, outliers, statistics, and data quality. You can clean and improve data quality by removing duplicates, fixing invalid data, and missing values.

2. Transforming Data

Using the AI-powered data preparations and intelligent suggestions, one can apply over 250 transforms and prepare the data. You can learn to take advantage of machine learning to enrich data with sentiment analysis, keyword extraction, language detection, and much more.

3. Data Lineage

You can track every change applied to the data using ruleset. It is also possible to modify, disable, and remove any changes at any point in time. You can reuse rulesets for applying the same set of changes in other datasets while removing automated data preparation.

4. Data Catalog

The Zoho DataPrep can be used to catalog and manage datasets by categories, data quality, custom tags, data readiness, and much more. You can perform a system-wide metadata search powered by Zia for improving discoverability.

5. End to end data Pipelines

The organizations continue to gather data each day and cleaning it is never a one-time task. It includes setting up pipelines by automating imports, preparing data using rule sets, and exporting to destinations. This status can be monitored and one can also get notified in case there are any changes to improve the data quality.

Basically, you should use Zoho DataPrep because it helps in doing the below-mentioned things.

Empowers business users with a self-service data preparation
Offers high-quality data for any business need
Helps in identifying the next step with augmented data preparation
Brings unstructured data into the fold
Helps in being expansive scale with the cloud
It is an extensible data preparation platform with powerful APIs.

Zoho DataPrep is multipurpose software by design. It can fit in wherever it is needed. It helps in:

1. Advanced Analytics

The high data quality helps the data analyst to get deeper insights from business intelligence and analytics tools. The use of Zoho DataPrep reduces the time and effort needed to prepare the data.

Basically, data analytics enables organizations to interpret and analyze the data and make data-driven decisions. The data analysts can clean and prepare inconsistent and invalid data before coming on to analysis and insights.

The data analysts and scientists spend around 80% time preparing data and the use of Zoho DataPrep helps in speeding up the process and improving the data preparation experience.

2. Data Warehousing

You can run automated data pipelines from various sources to Amazon Redshift, Microsoft Azure SQL, and other popular cloud data warehouses.

It is also possible to build resilient and end-to-end data pipelines while connecting multiple siloed data sources to the data warehouse of an organization. This can be done with easy to maintain and low-code platform.

3. Machine Learning

The overall efficiency of the machine learning model is dependent on the quality of the data used for training it. The use of Zoho DataPrep helps the data scientists with data cleaning at a full scale without any need for coding.

Zoho DataPrep can be used to perform data collection, cleaning and pre-processing, feature engineering, and data labeling with the Zoho DataPrep.

4. Business Processes/Migration

You can migrate data between business apps using the DataPrep. It can be used for cleaning and enriching the data in business applications such as CRM, help desk, and survey tools for weeding out any duplicates and validating records.

Hence, the Zoho DataPrep can be used for enhancing the data quality, improving data flows, inefficiencies, and removing any redundancies across an organization.

Now that we have had a look at Zoho DataPrep in complete detail, let us now have a look at the features of Zoho DataPrep in complete detail. This will help in understanding what Zoho DataPrep can do for us.

1. Connecting to Multiple Sources

You can eliminate data silos in an organization, connect to it and a variety of other sources including feeds, files, cloud storage, warehouses, databases, and business applications.

Import Files: It is possible to import files from anywhere in a wide range of formats including CSV, XLS, TSV, TXT, XML, XLSX, HTML, JSON from local storage, URLs, FTP servers, or from cloud drives such as Google Drive, Dropbox, OneDrive, and Box
Warehouses and Databases: It is also possible to import data from a wide range of warehouses and databases.
Tight Integration: Zoho DataPrep allows in connecting and cleansing data directly from Zoho Analytics using the built-in connectors.

2. Improving Data Quality

With Zoho DataPrep, you don’t ever have to miss out on important data with an intelligent solution.

Data Quality: Zoho DataPrep helps in viewing valid, invalid, and missing data from each column using the data quality bar. You can filter and cleanse data using intelligent suggestions while improving the data quality and removing duplicate and invalid data.
Smart Modelling: You can automatically find data types, create custom data types to find and fix invalid data, and get suggestions for joining the datasets.
Data Distribution: Zoho DataPrep helps in understanding your data better with the help of multiple widgets like value distribution histogram, outliers, text patterns, value statistics, and more.

3. Transform and Enrich Data

Using the interactive data preparation studio, the data can be transformed without any code.

Smart Selection: You can highlight the required part from the data and DataPrep helps in looking for selection patterns to offer accurate suggestions for extracting, counting, replacing, and splitting data.
Transforming: It is possible to format and change the data using more than 250 transformations without the need for any coding. The data can be reshaped using pivot, unpivot, and summary transforms.
Blend Data: The data can be blended from a wide range of sources using the join and append transforms.
AI-Powered Enrichment: The data can be enriched with AI-powered transforms such as keyword extraction, language detection, sentiment analysis, and much more.

4. Automating Workflows

The automation of mundane tasks is one of the quickest ways to reduce time in preparing data. With the use of Zoho DataPrep, it is possible to schedule the data preparation workflows and receive alerts as well.

End-to-end Data Pipelines: You can set up end-to-end data pipelines by connecting data from multiple sources, blending and cleaning data, and syncing to various destinations.

Monitoring Data Quality: The use of Zoho DataPrep helps in continuous monitoring of data quality while sending alerts anytime the quality drops.
Tracking and Reusing: The rulesets can be used to track any changes made to the data and reusing them across datasets.

5. Catalog Data

The built-in management capabilities help in classifying, cataloging, and governing data using the Zoho DataPrep.

Discover Data Easily: The data can be discovered easily using a system-wide search capability powered by Zia.
Mark as Ready: When the data is all prepared and set, it can be marked as ready for letting your team know that the data is available for sharing and exporting.
Data About Data: More metadata can be added to the datasets and workspaces using the tags and improving searchability and filtering. All the important details about the datasets and workspaces can be found in a single overview pane.

6. Safe Data Sharing

You can collaborate seamlessly with the teams and offer fine-grained permissions for ensuring that the users access the data intended for them.

Setting Access Permissions: You can set access permissions for sharing data, share workspaces with users and groups in an organization, and set role-based access controls to share data securely.
Data Audit: You can get a detailed report of changes made to your data. The datasets when shared and exported can be tracked and exported. In addition, you can also verify if the security measures are applied to protect personal data before sharing or exporting the datasets.

7. Security and Compliance

The Zoho DataPrep enables you to find personal data in your dataset, ensure privacy by masking or tokenizing sensitive data, and also enables to adhere to privacy policy and data protection regulations such as GDPR.

All the data associated with the Zoho DataPrep is encrypted in transit and at rest.

Zoho DataPrep In Sum

An important part of any business analytics tool starts with preparing the data for insights. Zoho’s DataPrep is an AI powered data preparation platform that takes out a lot of manual work for correcting formatting, updating fields, and determining missing values. This enables the clients to set up once and save time without being dependent on difficult processes and inaccurate spreadsheets.

The Zoho DataPrep platform is on its way to becoming AI-driven data analytics and self-service tool through data preparation and augmented analytics. It is a BI platform that will allow its customers to clean, unify, and analyze cross-departmental data and obtain an encyclopedic view of the company.

This is a solution that combines Zoho DataPrep which automates and simplifies challenges of importing data sources along with an enhanced version of Zoho Analytics 5.0. The users launch queries for a deeper understanding of data by using the graphical tools or using Ask Zia which is Zoho’s conversational AI platform. The end goal is to make things simple for end-users so that they can construct and share analytics featuring pre-built visual dashboards for data integration and flexible deployment.

Conclusion

Zoho DataPrep is advanced self-service data preparation and pipeline service that helps organizations prepare and manage huge volumes of data. In case you wish to implement Zoho DataPrep then get in touch with a qualified and certified Zoho partner who can guide you at each step.

At Encaptechno, we have a team of Zoho consultants who have helped many companies reach their maximum potential with the use of Zoho. Get in touch with us to advance your business and become a leader in your industry.

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Zoho CRM, Zoho Implementationai powered data preparation, data cleansing software, what is data warehousing, zoho partner

6 Reasons to Integrate QuickBooks with Zoho

Abhishek Sharma / accounting software, quickbooks integration with zoho, zoho crm integration, zoho partner / Zoho CRM, Zoho Implementation

Managing finances is one of the most important and complicated functionalities of a business. It is only with superior financial health that a business can grow. For many companies, hiring a finance specialist or an accountant can be a costly affair, but the good thing is that small business owners have an alternative available to them. They can either become well versed in managing their own finances or they can purchase affordable accounting software such as QuickBooks.

Quickbooks is popular as affordable accounting software that enables businesses to manage different aspects of accounting and finance. The integration of QuickBooks with Zoho CRM increases the functionality of account management much more.

As it is well known, Zoho CRM is a customer relationship management solution that helps business owners manage and delegate business activities such as customer support, team management, lead management, social media management, etc. It collects and manages all the information related to a customer from the stage of procurement of leads to the time when they are converted into customers.

Multiple functionalities are involved when a lead decides to purchase a product or a service. The Zoho CRM integration with QuickBooks helps the business owners manage and understand the financial aspects much more easily. The integration of Zoho CRM with QuickBooks helps in doing the following things:

Easing the data transfer between Zoho CRM and QuickBooks.
Exporting records and synchronizing vendor or customer details.
Keeping important data as a common record or fields between the two solutions.

QuickBooks helps the sales team generate and track invoices, track expenses and bills, generate detailed financial statements of your business to keep track of the income, profit, and expense, keep track of employee work hours and offers salary accordingly, and much more.

The thing is that Zoho CRM already has features for tracking inventory and QuickBooks makes it extremely simple to track the quantity and cost of inventory. QuickBooks helps its employees and businesses to manage taxes, scan receipts, and send them back to the customers through Zoho CRM.

After seeing an overview of why one should integrate QuickBooks with Zoho, let’s look at the reasons in detail.

1. Measuring Productivity

Time tracking can go a long way in measuring productivity of employees. With Timesheets, one can get a detailed understanding of the Project costs and budgets. When Timesheet gets integrated with QuickBooks, many things can be done.

The time logs from approved timesheets can be pushed as Time Activity or as Time Charge and the employees can be paid out on the basis of the approved timelogs using this integration. The time logs that are created for clients get pushed as Time Charge in the local currency.

Please note that the currency defined when the client was created on Zoho People should be the same as the local currency in QuickBooks because if this is not the case, the time logs can be pushed as Time Activity. The time logs created without being associated with any clients will be pushed as Time Activity for which the payment can be carried out in QuickBooks.

Basically, the bills that have been generated in the Zoho account can be pushed as Invoice into QuickBooks. The currency used in the bill can be the currency of the organization as created in QuickBooks. However, in case you would like to push the bill in some other currency then you can enable an option called Multicurrency in QuickBooks.

2. Inventory Management

The Zoho inventory is integrated with QuickBooks online for making the accounting and inventory management proceed seamlessly. This seamless integration can help the QuickBooks users easily access all of their sales and purchases in the Zoho inventory.

With this Zoho CRM integration, you can import your accounts into the Zoho Inventory from QuickBooks Online. In addition, you can also export your invoices, credit notes and bills along with their payments from Zoho Inventory to QuickBooks Online. The only thing is that you must have an active account with QuickBooks online.

Remember that you cannot connect multiple QuickBooks organizations to your Zoho Inventory organization and vice versa. The base currency of the organizations should be the same. In case you have enabled multi currency in Zoho Inventory then you have to enable the same in QuickBooks as well.

3. Transfer Important Data

The business owners are completely aware of the hassle that bookkeeping can bring with it. With the integration of Zoho CRM and QuickBooks, it is possible to create and update all the sales orders, customers and product list, invoices, etc. This integration can help in syncing data with the Zoho CRM so that you can gain complete visibility of customer updates with Zoho.

Zoho CRM also enables all aspects of the business to work in complete sync. You can depend on this accounting software for managing incoming and outgoing payments. For example, in case you are in a conversation with a client and they are enquiring about the latest sales that was processed then instead of going through the task of flipping through QuickBooks, you can stay within your Zoho account and have all the questions answered.

4. Importing Data

Zoho Books is an ideal accounting package for many businesses that seek an affordable and a user friendly alternative to other cloud accounting solutions. It offers a wide range of features that make getting paid easier than ever.

The QuickBooks integration with Zoho CRM can help you in using the best of both Zoho Books and QuickBooks. Zoho Books features an intuitive client portal that helps in accepting bulk payments from customers, expediting the estimate approval process and accepting valuable customer feedback.

In fact, Zoho Books also allows you to send and confirm sales orders before they get sent out along with an automatic reminder that can be set for invoices and bills so that it can be ensured that the client pays at the right time and you never fall behind when it comes to timely payments. Zoho Books can also offer seamless scalability for growing businesses integrating with Zoho’s line of business apps, payment gateways, POS appa, G Suite, and more.

5. Syncing Contacts

QuickBooks is an accounting application for small businesses and one man bands. It is a full scope of app integrations and features including billing, accounting, invoicing, and estimates which helps in keeping the books balanced and staying organized without ever losing valuable time.

On the other hand, the use of Zoho CRM empowers businesses of all shapes and sizes to automate many business workflows, get extensive reporting and analytics, and engage with customers through various channels such as social media, email, phone, and live chat. Zoho CRM is an important part of Zoho’s suite of applications and it integrates natively with other Zoho products.

You can create customized book sync for QuickBooks in less than five minutes. All you have to do is add collections, actions, and map the billing fields. You can either have all of your customers and suppliers sync two ways with QuickBooks or do it based on the custom attributes in your CRM or marketing platform. On the other hand, you can also go for a simple one to one integration or a workflow that spans across multiple apps within minutes without any technical help.

6. Saving Time and Energy

QuickBooks is one of the best solutions designed for small and medium sizes businesses. It is easy to set up and use because it replaces the need for spreadsheets. Zoho CRM QuickBooks helps in keeping track of all the money coming in and out of the business.

It is structured in a way that it makes the accounting process implemented automatically within the software. This further helps in saving time and energy for the financial team and helps the team to concentrate on other important tasks.

In essence, any business that opts for QuickBooks integration with Zoho CRM can benefit from the time saved by providing payment and invoice information for salespeople while reducing any need for double accounting entries. This is the best option that revolves around important factors of affordability, direct integration, user friendliness, and customer support. All these factors can strengthen the sales cycle and enhance customer experience.

Conclusion

The benefits of Zoho CRM with QuickBooks online cannot be stressed enough. The syncing of these two programs can help a company manage each of their accounting functions. This integration is also extremely user friendly and can help the users with a virtual orientation process.

With this integration, the team also does not need much time for making adjustments because most of the features can be easily activated with just a click of a button. All the updates are designed to streamline the relationship between a client and a customer.

In case you need any more support to make the QuickBook integration with Zoho possible then Encaptechno is at your service. Get in touch with us to get the process of integration going.

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Zoho CRM, Zoho Implementationaccounting software, quickbooks integration with zoho, zoho crm integration, zoho partner

How to Manage Your Financial Operations With Zoho Finance Plus?

Abhishek Sharma / finance platform for business, integrated financial suite, what is zoho finance plus, zoho finance plus suite, zoho partner / Zoho CRM, Zoho Implementation

As Zoho claims time and again, it is undoubtedly “The Operating System for Business.” This is something that Zoho has continued to prove this time and again. With the implementation of Zoho, the companies have been able to evolve their interactions with their customers significantly. Out of the many software applications and suites of Zoho, there is yet another powerful suite called Zoho Finance Plus Suite.

Managing the back-office operations is never so easy. There are so many quotes to be sent, invoices that need follow-up, orders that have to be processed, and taxes that must be filed at the right time. In fact, back-office operations and accounting are some of the most serious and not so easy parts of business management.

Many entrepreneurs struggle in getting these things right often, but the integrated financial suite can help a lot. Finance applications come into the picture to help business owners ensure that their business runs efficiently and has also freed them from the various tasks that might otherwise get in the way.

What is Zoho Finance Plus?

Zoho Finance Plus offers an end-to-end integrated platform for back-office operations. Other than accounting, invoicing, and expense management that is generally needed by a business, the suite also helps businesses in managing subscription-driven and recurring revenue streams. It has the ability to equip organizations to fulfill multi-channel online sales orders with an effective inventory model.

In essence, Zoho Finance Plus is a finance platform for business that combines flexible, scalable, and secure applications that can serve the needs of a growing business.

Zoho Finance Plus – An Integrated Suite of Apps

You can think of Zoho Finance Plus to be a powerful suite that breaks down department silos, streamline other operations, offers distinct visibility into the order and fulfillment process, and also ensures almost no tax period.

As opposed to other back-office tools, Zoho Finance apps are tightly integrated with each other and built from the same platform. This basically means that you will have much less or almost nil data entry problems with increased accuracy and a quick decision-making process. Zoho Finance Plus is an integrated platform that does the following things:

Multiple Applications in Single Platform: Almost all of the Zoho Finance apps are built from the ground up so that they can work together seamlessly. The information gets entered in one application and eventually gets reflected in the rest which basically means that your data stays up to date at all times.
Enhanced Quote-to-Cash Process: When the salespeople generate quotes and orders in one application, they are instantly available in others for suitable teams so that the order is fulfilled promptly, the customer invoice is prepared quickly, and payments get collected efficiently.
Overcoming Traditional Accounting: The world that we live in is moving towards a subscription model quickly. In this scenario, the Zoho Finance Suite equips you with a solid recurring billing solution that eventually helps in bridging the gap with traditional accounting.
Quick Employee Reimbursements: Zoho Expense automates the reimbursements approval flow while making it simple for your employees to claim reimbursements. All of their expenses fall into the right accounts in an instant.
GST Compliant Solutions: The various finance apps that come in Zoho Finance Suite are optimized to handle the single taxation structure of GST that makes the tax filing process simple and convenient.
Easy Administration: In just a single administrative console, it gets very easy to manage multiple uses all across different departments. You can add and offer role-based access to the users to different applications from a centralized panel.

Apps Included in Zoho Finance Plus

Zoho Finance Plus is a GST-compliant unified platform that is extremely useful for all of your back-office needs. Right from invoicing to order management and even accounting, Zoho Finance Plus is an integrated finance suite that has all the bases covered when it comes to back-office operations. It has all the features that are needed to make sure that your business becomes and stays GST compliant.

Since Zoho Finance Plus has everything you need to manage operations and finances, it has the following apps:

1. Zoho Invoice

Being free GST invoicing software for small businesses, Zoho Invoice can be effectively used in streamlining a business process. It is custom-made for Indian businesses and is absolutely free. Some of the benefits of Zoho Invoice are:

Professional Invoices: The software application has many easy templates that are helpful in crafting professional invoices. You can choose a template that suits your brand in the best possible way, serves individual customers, or even the occasion.

The professional invoices help in getting paid on time.
You can handle customer returns and manage refunds effectively using credit notes.
You can create delivery challans to accompany your goods while they are in transit.
Make sure that your customers are on board with your price quotes before you begin billing them.
Send retainer invoices to your clients and collect payments in advance.

Getting Paid On Time: Other than crafting accurate invoices, enabling easy payments, and tracking or following up on the transactions, you can also contribute to quick payment collection. Make sure that you get paid on time, every time with the help of Zoho Invoice.

You can track time and also bill your customers effortlessly for the hours that you spend working on their projects.
You can also track reimbursable expenses and bill your customers right away.
Zoho Invoice enables you to track all your transactions and business performance in one place only.
You can provide a self-service portal to all your customers where they can view their invoices and also make payments easily.
You can track the invoice status, follow up on the late payments, and send payment reminders at the right time.
Enable your customers to pay round the clock through UPI, credit/debit cards, cash, bank transfers, or checks.

2. Zoho Books

Zoho Books is efficient online accounting software that helps in efficiently managing your finances, automating the business workflow, keeping your business GST compliant, and helping you work collectively all across departments.

End-to-end Accounting: From negotiating the deals to raising sales orders and invoicing, Zoho Books is efficient in handling mundane accounting tasks so that you can focus on your business.
GST Compliant: You can create GST invoices, know your tax liability, file your tax returns directly, and ensure that your business stays compliant with GST.
Integrated Platform: As your business keeps growing, you can add more of almost 40 plus apps by Zoho while managing and running each aspect of your business from wherever you are.

3. Zoho Inventory

Zoho Inventory is inventory management software designed for Indian businesses. You can manage orders, track inventory, handle GST billing, and oversee warehouses with this application. It is a perfect inventory management software to run all inventory operations.

Order Management: You can handle your sales, purchase activities, payments, invoices, and bills with order management. Zoho Inventory helps you in managing packages so that your shipments can be delivered on time.
Warehouse Management: This enables you to control your stocks in different warehouses or godowns centrally from Zoho Inventory. You can track item movements, transfer items within the warehouse, and generate specific reports.
Barcode Scanning: Zoho Inventory is easily compatible with different kinds of barcode scanners which makes it very easy to set up a barcode system and add SKUs, serial and batch numbers, and even items to sale and purchase orders.
Integrations: You can sell your products anywhere you want with ease while integrating your Zoho CRM and Zoho Books. In addition, you can also receive payments online with PayPal and Razorpay. There are many integration options that can support your business.
Inventory Tracking: This enables you to keep a track of spare parts, saleable items and even set expiry dates with relevant serial and batch tracking features.
Reports: You can know your inventory aging, sales details, inventory valuation, and vendor payments from a wide range of Reports that can be generated, downloaded, and shared easily.

4. Zoho Subscriptions

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.

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 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.

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.
Impactful APIs: 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.
Manage Multiple Subscriptions: 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.
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.

5. Zoho Expense

You can streamline your travel and expense management from end to end with the help of Zoho Expense. It brings the following things to the table:

Comprehensive Travel and Expense Management: You can manage all stages of your business trips, before, during, and after. You can also make bookings for travel and accommodations, set up pre-travel approvals, enable employees to report expenses on the go, simplify approvals, and reimburse on time.
Complete Spend Control: This helps in ensuring complete policy compliance by setting up different policies for branches, cost centers, and departments. You can also control business expenditures with streamlined budgets while ensuring suitable approvals before purchases with custom approval flow.
Automation and Collaboration: You do not have to spend time manually executing reporting tasks. With Zoho Expense, there is comprehensive automation that enables you and your employees to not intervene in the expense reporting process. From receipt scanning to approval, you can automate everything while also saving time.

6. Zoho Checkout

With the use of Zoho Checkout, you can collect payments online very easily. It is designed to build a custom and a branded payment page within a matter of few minutes so that you can begin accepting payments right away.

Create: you can build a secure payment page without writing even a single line of code. Zoho handles the coding and hosting part to make things simple for you.

Customize: With Zoho checkout, you can make your payment page your own. You can also fine-tune the look and feel of the page so that your customers can get a seamless brand experience.
Collect: Whether it is a one-time or a recurring transaction, you can take the hassle out of collecting payments.

Conclusion

Zoho Finance Plus is an integrated suite of financial applications that make your business thrive. It helps in managing vital components such as accounting, invoicing, subscription management, expense reporting, order and warehouse management, etc.

Encaptechno is a Zoho Partner that can allow you to manage your business efficiently and run real-time analytics at each possible stage. You can now streamline your financial operations with the implementation of Zoho Finance Plus. Reach out to get everything you need with full-fledged IT support.

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Zoho CRM, Zoho Implementationfinance platform for business, integrated financial suite, what is zoho finance plus, zoho finance plus suite, zoho partner

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

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

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

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

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

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

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

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

What is Zoho Connect?

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

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

Features of Zoho Connect

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

What is Zoho Cliq?

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

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

Features of Zoho Cliq

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

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

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

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

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

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

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

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

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

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

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

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

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

Conclusion:

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

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

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

Integrate Your Apps with Zoho Flow

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

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

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

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

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

What is Zoho Flow?

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

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

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

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

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

Working of Zoho Flow

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

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

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

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

Zoho Flow Makes Businesses Efficient

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

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

1. Dynamic Integrations

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

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

2. Customizing Workflows

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

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

3. Automating Workflow

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

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

4. Tracking History

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

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

5. Workflow Insights

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

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

6. Ready to use Flows

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

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

7. Custom Integrations

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

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

Functions of Different Zoho Flow Features

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Conclusion

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

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

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