zoho developer

What is Canvas View in Zoho CRM?

Let’s see how the Canvas View can be helpful in your field.

In the automobile business

For example, if you are a vintage vehicle vendor and use CRM to maintain your accompanying data: list of automobiles, client’s prerequisites, number of vintage vehicles, vehicles available to be auctioned, and more. You can customize the manner in which these items are reflected in your stock, utilizing the material.  

In the Real Estate Business

Let’s assume, you run a real estate firm and use CRM to maintain varied properties.  Using the Canvas tool, you can decide to display these property pictures, adjust the background color of the property region, and highlight the area. You can group the fields like customers’ telephone numbers/email addresses/residential addresses to maintain the records.

In the Tourism Industry

In Zoho CRM, you can make and interchange the record views between ListView and Kanban/Inventory View when needed. To use these special requirements, we have presented the Canvas View. 

Canvas View in Zoho CRM allows you to shape a customized perspective on your CRM records. You can use canvas to add and record images for better identification, apply custom buttons for addressing the fields, utilize explicit font style or size, change the alignment of field types, bunch similar field types and much more. 

How does Canvas function? 

Zoho CRM is the best customizable CRM in the market at present, for two reasons: the what and the how? 

 1.It’s easy to use 

You don’t need to be a Zoho developer or a designer to use Canvas.  Just drag and drop components onto the screen, click for designing alternatives, and that’s it!  

2.It’s exceptionally adaptable 

Canvas offers plenty of customized features where you can use various shadings, try different data arrangements, change text, add borders, shadow, radius, padding, edges, embed background pictures and much more.

How does Canvas help? 

Canvas empowers clients to construct a CRM that they like.  

1.For a cleaner and conveniently usable CRM interface:  

Salespeople spend a lot of their working hours on Zoho CRM. It just bodes well to give them a CRM that they love to use. With Canvas, clients can assemble a CRM that is flexible to work with and is easy to navigate.  

2. For your industry, genuinely yours:  

Every industry is unique and each business is diverse. Canvas helps clients with creating an image. If you are in the tourism industry, your CRM account can contain specifics like recreation, sports & adventure, amusement and holiday trips. You can add a charming perspective by adding pictures of the destination and adventure sports, adjusting the depiction of the area directly underneath the picture, you can choose a font color that emphasizes the picture to catch the client’s eye and utilize some custom field buttons to depict different travel modes.

Design and Build Canvas View 

Zoho CRM permits you to choose from a variety of pre-designed templates and customize them as indicated by your pre-requisites or construct a template without any preparation utilizing the design tools accessible in canvas. You can design and build a canvas view by following the given steps: 

Step 1. Create Canvas View

You can make a canvas view for both standard and custom modules, with the exception of the Activities module.   

  • Sign into your CRM account and select an ideal module. 
  • Press the Canvas View Icon. 
  • You will be diverted to the Canvas View page.  
  • Press ‘Create Your First Canvas View’ to proceed. 

Step 2. Choose a design template or build your own canvas view 

When you decide to make a canvas view for a module you can do both of the accompanying for making a design template: 

To choose a template

 Zoho CRM allows you to browse a variety of pre-characterized templates.

  • In the Choose Template page, select a category from the accessible choices. You can browse People, Organization, Deals, Product, Help Desk, Real Estate and Automobile.  
  • Pick and click on a Template. 
  • In the Field Mapping page, select a field and pick any field starting from the drop rundown to which you need to plan. 
  • Click Next, to proceed. 
  • Then, you will be diverted to the Canvas View Builder page to plan your design. Click Save. 
  • Enter the desired name for the Canvas View created.

  To build your own view 

  • In the Choose Template page, click Blank Template. 
  • In the Canvas View Builder page, plan your design. 
  • Simplified the Fields into the clear layout by dragging and dropping into blank template.
  • For instance, Account Owner, Account Name and so forth 
  • Alter the template design. 
  • Allude to the beneath layout editor table for designing subtleties.

Step 3. Review the format 

When the format is complete, you can review and make any improvements prior to saving. 

Step 4. Offer the canvas view 

You can decide to share the canvas view that you have made. You can share the view either with all the CRM clients or choose a few. The CRM clients can be grouped by jobs, groups, clients, or subordinates.

To share the canvas view

Once the canvas view is created, click Save,

Enter a name for the view.

In Share this with, choose either of the following:

  1. Only me

2. Everyone

3. Selected users: In the Select Source type, you can choose and add users from either Groups, Roles, Roles and subordinates or Users.

4. Click Save. 

Manage, Edit, and Create Additional Canvas View 

You can alter a canvas view that has been made and make more than one canvas perspective for a module. 

To alter and make canvas view 

  •  In the Module page, go to Canvas View and click Manage from the drop list. 
  •  In the Manage Canvas View page, pick either Edit, Clone, Share or Delete. 
  •  Click Create Canvas View starting from the drop to make another view in the module. 

Replicate Canvas View 

You can make a canvas view from the canvas perspectives that you have effectively made. The My Organization Canvas option shows the canvas perspectives from every one of the modules and you can choose the one which you wish to replicate. 

To choose a current Canvas view 

  • Choose a Module and click Create Your First Canvas View. 
  • In the Choose Template page, go to the My Organization Canvas and select a canvas view from the shown list. 
  • You will be redirected to the Field Mapping page.

Conclusion

You can design how your CRM records are displayed. Also, with Canvas, Zoho Developers of Zoho Consulting offers every one of the features to help our clients discover their unique style. So, catch the new wave and enable yourself to serve your clients with the best deals of Zoho Consulting.

Zoho Meetings

Is Zoho Bookings And Zoho Meetings Integration-Free?

Have you ever felt that there needs to be one platform that contains all of your client’s transactions? Each business needs to own a smooth and economical method associated with client questions, bookings, meetings, etc.

To become more productive, several business owners establish measures turning to reliable and intuitive appointment programming software packages to support and organize their processes. 


Once you become a master in delivering the highest quality service by using the proper tools of ZOHO, you run into fewer bothersome business processes because it runs smoothly, straightforward, and in less time.

What’s ZOHO Bookings?

ZOHO Bookings is an appointment computer hardware for service-based for small businesses that enables you to realize the right time together with your customers. It offers a booking system for one-on-one meetings, categories, and rental of quality. This tool allows businesses to publish their service online. It will enable customers to choose a service, and take their time and book the re-appointment from the comfort of their own space.
Once you fill in your operational details, you get a custom-made booking page for each service, quality, and employee. Customers will select the most suitable meeting time from their available slots.

ZOHO bookings conjointly permit customers to conduct ZOHO meetings and permits workers or members to conduct video discussions and categories.

Features of ZOHO Bookings

This feature of ZOHO Bookings helps each client and businesses to attain a hassle-free appointment programming expertise.

1. Calendar Synchronization

2. Custom Booking Page

3. Team Schedule Management

4. Personalized Appointment Reminders

5. Reports


1. Calendar Synchronization-

As business professionals, work-life gets hectic. They need to remember a lot of tasks, conferences, and many more things. However, ZOHO Bookings helps the employees and the business maintain structure through the synchronization of a skilled calendar. ZOHO Bookings synchronizes the calendar with ZOHO Calendar, Google, workplace 365, and other calendar applications to ensure all appointments are created around a specific schedule.



2. Custom Booking Page-

The manager can produce three forms from the booking pages: service, department, or team member. The business can extend the brand’s name reach by incorporating company brand, colour, font, and other factors into the corporate page. The client can experience a complete automatic message with each click. The customizable feature provides a chance to extend SEO as the business will map its booking page.

3. Team Schedule Management-

Managing everyone’s schedule is quite tricky, like any business with multiple departments, employees, and services. This software package helps organize employee’s jobs by synchronizing their schedule and managing their accessibility to one area. The manager is also ready to assign every department their own space in bookings, showcase every individual’s specialty, and highlight their skill set, making it easier for patrons to book a service supplier that matches their requirements.


4. Personalized Appointment Reminders-
It’s all right if an employee doesn’t receive a notification regarding their booking. ZOHO Bookings can send an appointment confirmation via email or text. It also sends automatic messages to team members and customers via email or texts.

5. Reports

ZOHO Bookings can generate comprehensive reports by utilizing the information collected in the software package that provides accurate reports to verify their processes. These reports provide detailed information to confirm appointments, services, employees, and overall business revenue.

With ZOHO Booking reports, businesses can have detailed information that allows them to resolve issues in the future.

As businesses look for ways to continue providing services during this period of social distancing, ZOHO Bookings is creating ZOHO Meeting integration available without any charge.


This integration enables you to connect Bookings with ZOHO Meeting so that once any consumer schedules an appointment, a web meeting gets automatically created.
You can still connect with every consumer while not obtaining close contact, you’re connecting to each consumer closely.

For example, you’re a legal advisor, and your clients need to conduct a meeting to debate personally; Meetings can help him represent his case.

Steps to creating an Online Conference:

Step –1 – Integration

Click the setting icon > Integration > Select change ZOHO Meeting

Notification, accept it.

Step- 2- Change online Meeting for your Services

Click setting > Service> to choose the service

On the correct feature of the panel, create an online meeting

As we begin to understand how to create meetings and discover the options that ZOHO Bookings have, we see the unification of the 2 apps.

The two most significant features of ZOHO Booking and ZOHO CRM is to update existing consumer data and add new ones for email contacts and lead generation.

Meetings and Bookings are available to provide live sessions to help customers schedule a booking through the meeting link.

Cost and Pricing-

ZOHO Booking offers three different subscription plans for any service supplier company.

Free Plan-

It is suitable for a sole proprietor with no staff. It contains all the essential options such as a custom-made booking page, automatic reminder emails, and one-on-one service bookings.

Basic setup

This plan comes with many options. It includes four licenses and provides opportunities to add licenses for an additional $5/month. This total set up values $20/month.


Premium Plan

This plan is designed for larger companies with several divisions managing employees, appointments and, business processes. The premium setup suggests that businesses and purchasers get full advantages of ZOHO Bookings offerings. This plan includes ten workers, three departments with the feature of adding another for $6/staff/month and $10/month.

Conclusion:

ZOHO Bookings is a great tool that you can provide your customers to book appointments with you. No high-end IT data needs to be set up as it is already formatted and ready to use. 

Advantages of ZOHO Bookings, if you would like to book conferences with customers, there are several advanced integrations. You’ll be able to build your business method more straightforward and quicker by this.

Zoho Webinar, Zoho Partner USA

5 Tips For Conducting Cross-Training Programs For Your Workforce

Well-trained employees are essential to any business. When the employees have all the required skills, knowledge, and experience then our business runs smoothly. Every business wants to grow quickly without making mistakes. In this respect, Cross-Training has always been a popular way to expand workforce capabilities and optimize resource utilization.


What if an employee is out of the office sick? The problem is, nobody else knows how to print reports without making mistakes, therefore, the point is teams are made up of people with specialized knowledge and skills and one employee’s absence can negatively affect the productivity of the entire group.


In this article, we’ll examine many benefits of cross-training programs with the Zoho webinar. Also, we’ll check out the way to implement a successful cross-training program together with your team.


What is Cross-training?


Cross-training program is the practice of training the employees to work in several different roles or train them to do tasks that are outside of their responsibility. It may include both hard and soft skills, but usually, it focuses on hard skills as soft skills are universal and equally relevant for every job.


The World Economic Forum recently reported that 82% of the companies face a shortage of cyber security skills. 71% said that it directly harms their organization. In this case, you may assign a coach or a mentor for cross-training sessions.


Here are 5 Employee Training Tips: –

  1. Create a Plan-

Before making any training program, you must determine what you want the employees to learn. Start by noting down everything your employees should know.

Structure the educational program so it begins with only the foundational information. It’s also important to identify training gaps. If the employees lack any skills, then the training would go over their heads.

  1. Use Employees as a Trainers-

High-skilled employees might be your trainers, you can probably tell which employees are the most competent at their jobs. They can be managers, who know every team member and not only complete their task on time but also with precision.


The team leader or managers can train and teach them well, you may give them all standard training material to teach. You might give incentives for employees to train their co-workers like rewards, bonuses, raise in salary, etc.

3. Set Training Goals

You must determine if your training program is working or not. To do this, set a goal and track the performance. For example- Your goal could be for all employees to read the training instructions for a bit of kit. As you set the goal, think about who you want to reach the goal whether it is for the whole company, a department or individuals.
Conducting performance reviews can help you set goals and track achievements. Ask employees how they are doing, what would they like to learn, any obstacles in work, etc.


4. Cross train Workers-

You might teach your employees to try other jobs within your business. For example- you could possibly train a cashier how to stock retail items.
Cross-training helps employees better do their primary jobs; they gain skills that they can apply to their tasks. If you have a shortage in staffing, cross-training can give you a huge benefit. They become like an unbreakable bond for a company.


5. Host Regular Training Session

You can frequently host training sessions for your employees that will help maintain skills and knowledge. You can have regular staff meetings. You might post a notice and training checklist that the employees must complete during their next shift.


3 ways to train employees: 

  1. On-the-job-training:
    When a team member follows another team member for a period of time to enhance new skills, like managers or team leaders etc. It is one of the most promising training techniques, as learning takes place under normal working conditions.
  1. Instructor-Led Training:
    One instructor can teach many people at the same time so this is most efficient when instructors are expensive.
  1. E-learning/Online Training:
    This is the most beneficial for companies and for employees also because team members can learn at their desk at a time that suits them. In this training, people can learn, ask and have opportunities to practice skills in the workplace.


Here ZOHO has its own product name- ZOHO Webinar which enables us to make online web conferencing or webinar needs that help people find new ways to collaborate and learn remotely at their place.


The benefits of cross-training programs:

  • Save money

If one of your teammates is sick or goes on vacation, there is no need to hire a contractor or a temporary worker. In this case, existing employees can fill the gap until they return.

  • Build team relationships-

It builds the internal team relationships when a team member does other’s work because they understand and can see what difficulties or challenges their fellow face.

  • Improve satisfaction-

Many people like being challenged and enjoy learning new skills so setting aside time for cross-training can help your team to be interested and engaged.

  • Improve process and work flow design

You can get some great ideas for your organization, team, or process improvement for cross-trained people as they are looking at a role or task with a fresh perspective.

  • Protect your knowledge assets

Cross-training can also help with succession planning. This means you are preparing your future candidate in place of the current one, like- once he/she retires you already having that skillful person to take over his/her place.

As we discussed the benefits and tips of cross-training programs, we got to know how useful the course it may become for our organization.


Conclusion-
Cross-training program saves organizations money because it eliminates the need for temporary workers to fill the gap when any staff or employee changes/goes on leave. Cross-training also keeps people stay motivated because it offers new challenges and it can even help them unleash the skills, they didn’t realize they had. Consult Zoho partner in the USA and understand Zoho one business suite and get the above advantages.

Zoho inventory (980 x 506 px)

Zoho Inventory – Is it the best alternative to QuickBooks Commerce?

If you couldn’t find the right solution in QuickBooks commerce then ZOHO Inventory could be the best alternative for you. Zoho QuickBooks integration is the best solution.

Every business wants to manage their sales order from a centralized location, businessmen want to keep a record of all the stocks in their inventory. 

ZOHO Inventory is the one that sets you free from any inventory-related headache as it keeps track of your inventory and integrates with the popular shipping carriers, online sales channels, and marketplaces, etc. ZOHO Inventory is the prime cloud-based solution for all-around inventory and order management. 

What is ZOHO Inventory?

ZOHO Inventory is a cloud-based inventory management software that helps you to manage sales, purchase orders, inventory, customers, and vendors efficiently and automate many of your business processes. 

What is QuickBooks Commerce?

It was formerly popular as TradeGecko, a cloud-based inventory and order management tool for online business. QuickBooks Commerce takes control of your finance, sales, purchase order, etc. But it also has some limitations like it is only for small and mid-size businesses, now in this place, ZOHO Inventory becomes the best alternative. 

Some features of the ZOHO Inventory: 

  • ZOHO Inventory is integrated with several marketplaces and shopping carts like – Amazon, eBay, Shopify, and its own ZOHO Commerce. With ZOHO Inventory, it becomes easy to manage all the apps, you can streamline your order tracking and centralize your inventory management into a single platform.
  • With cloud-based accounting software, ZOHO Books further provides you complete finance and end-to-end accounting support.
  • Manage your vendor and customer payments; it gives you choices of over 10 popular payment gateways to make payments.
  • ZOHO Inventory also helps you partner with the best shipping carriers such as – USPS, UPS, FedEx, etc. which will assure your customer of timely delivery of the package. 
  • Analyze your business performance with powerful inventory reports to figure out which area is doing well and where you need to push more. Using these reports, you can even make strong business decisions about future expansion, suspension, purchases, expenses, inventory, sales, and other activities.  
  • You can stay up to date and get real-time order updates from your marketplace and share them with your team using our own application ZOHO Cliq.
  • If you are using ZOHO Inventory, then it also provides you free onboarding assistance throughout the entire process. Zoho QuickBooks integration is the fastest solution.

We have seen the useful features of using ZOHO Inventory for our business, we would like to compare ZOHO Inventory with QuickBooks Commerce for further clarifications: 

QuickBooks CommerceZOHO Inventory
Alert / notificationsAlert / notifications
ForecastingForecasting
Inventory OptimizationInventory Optimization
Manufacturing Inventory Management      –
Mobile AccessMobile Access
Multi-Channel ManagementMulti-Channel Management
Product IdentificationProduct Identification
Reorder ManagementReorder Management
ReportingReporting
Retail Inventory ManagementRetail Inventory Management
Supplier ManagementSupplier Management
Warehouse ManagementWarehouse Management
Web-based, i-phone appWeb-based, i-phone app, Android app
Small, Mid-size businessesSmall, Mid, and Large size businesses
Price starts from $20 /monthPrice starts from $59/month
Integrations-QuickBooks OnlineShopifyXeroIntegrations-PayPalQuickBooks OnlineShopifySlackZapier

Conclusion: 

We have discussed how ZOHO Inventory partners can help in sorting many hassles of business so that a trader can concentrate on his future forecasting. ZOHO consultant has useful apps that help many companies/ businessmen in fulfilling their needs as well as reduce unnecessary tasks while making orders. 

Zoho One Benefits

What is ZOHO One: How to use it for your Business?

ZOHO One is an integrated business management suite designed to help Companies of all sizes, manage deals, advertising, finance, human resource (HR) further which sky is the limit. There are a number of features viz. digital signatures, project tracking, accounting, contact management and group calendars to name a few. 

The applications empower sales team to produce leads, manage customer records and speak to them by means of telephone, live chat or online meetings. Marketers can construct custom websites and use visual analytics to follow visitor’s engagement and interaction with pages. It additionally helps HR Managers with candidate following, resume analyzing, interview scheduling, time tracking and onboarding. ZOHO One empowers support teams to provide distant assistance. 

What is ZOHO One?  

ZOHO One is a fully-featured cloud application suite to maintain your whole business. It accompanies the enterprise version of 40+ ZOHO applications covering a wide scope of utilization cases, with one admin panel including overall analytics.  

At the point when it was first launched in 2017, ZOHO One presented itself as ‘the working framework for business’ needed to give organizations a one-stop solution for their all-digital business needs.  

The suite has a broad spectrum intended to work on overall activities of the business. This incorporates communications, sales, back-end-processes, Customer Care, HR, ZOHO Office Suite, Accounting, CRM, mobile applications and much more.  

For independent companies searching for an integrated system, Our ZOHO One Partner USA offers a reasonable solution which even new businesses can comfortably adopt within an optimum budget. 

The Benefits of an Integrated System: ZOHO One  

  • The advantages start with not buying, integrate and maintain with various solutions or independent applications for various sectors of your business. As an organization, you will spend less money on IT, which can be utilized towards other segments of your business operations.   
  • When you have an integrated system, your business will be more proficient at processing every day activities and improving visibility. 
  • In case, everybody is utilizing the similar system, managers can access the data they require and can check its accuracy and updates made therein. Additionally, this data can be accessed effortlessly from any place, anytime and on any device.   
  • At the point when you are prepared to grow and expand, it is a lot simpler to take an integrated system and apply it to new areas. You will actually want to prepare new workers on a solitary stage, which will make it a lot quicker to receive so you can get new activities ready for action in less time.   
  • Training is a vital segment of ZOHO One. The organization gives constant free training to new clients.  
  • The time and cost needed to make everything work together results an organization being less productive, which at last obstructs development. Having integrated software eliminates these intricacies and it smooths out the activities of the organization.  
  • An integrated system gives everybody in the association expanded perceivability, keeps each colleague on the same page and delivers up-to-date and precise data. 
  • Communication is one of the most powerful pillars of effective businesses. Regardless of whether it’s communication between groups, inside groups or with clients; an effective tool can make a difference.  Use ZOHO One application to run and improve both online and offline marketing campaigns efficiently and effectively. 

SOME OF THE EXCLUSIVE FEATURES- ZOHO ONE 

1. Operating System for Business 

ZOHO One changes the game by offering a complete gamut of application suite at an unbeatable price. ZOHO One has aligned the whole team into one unit and empowers you to settle on data-driven choices.  

2. All-In-One Suite  

ZOHO One provides organizations with all the applications they need to secure and serve clients (marketing, sales and support apps); run tasks (finance, recruiting and related HR applications); and give all the tools to its representatives to work cooperatively and complete their work (office suite, mail, individual productivity and collaboration applications). They can even form custom applications for unique business needs and put them under the same umbrella—making a solitary working system for the whole business.  

With 40+ integral versatile applications alongside a few additional items, ZOHO One offers the broadest set-up of business applications in the market alongside administrative control panel for centralized administration    and provisioning.   

3. Unrivaled Integration 

The organization can integrate effectively with third-party applications to guarantee smooth running of the business as ZOHO One offers many combinations focusing across its applications. These integrations conjoin sales, marketing, customer support, accounting, human resources and other activities while also promoting communication and collaboration among partners, clients and sellers.  

ZOHO One likewise integrate with many leading third-party programming applications, securing client decision and adaptability. It breaks the conventional way to deal with integration including enormous financial plans and multitudes of costly IT experts to integrate application storehouses from numerous sellers to set up IT.   

4. Centralized Administrative Control 

ZOHO One offers one secure record and single sign-on access to the whole suite. A solitary admin panel empowers and controls access, simplifying provisioning, access and audit. Clients are provisioned, groups made and shared across applications; all from a solitary spot. Policies might be characterized such as implementing two-factors authentication for all representatives to guarantee secure access. Control can be centrally enforced or delegated through service admins for individual divisions and groups.  

5. Disruptive Pricing Model 

This operating system shares with traditional vendor pricing strategies —like redesigns, additional items, multi-year agreements and usage limitations—designed to chain the client to the seller and make genuine pricing opaque.  

ZOHO One incorporates enterprise-level editions of all business applications, alongside portable, local applications and extensions. This framework doesn’t tie the entrepreneur into multi-year legally contractual formalities.  

CONCLUSION 

ZOHO One offers all the things we currently utilize and require in addition to a lot many features that we are presently ready to use in business efficiently on day-to-day basis.  

The integrated system developed by ZOHO One in which all programmers are connected to one another, making your data and business streams all associated, without the need of any complex integration. Even a marketer can customize and setup all the devices without any assistance from the IT team. Contact a Zoho Consultant today 

zoho quickbooks integration, zoho consultant

Simplifying Payroll: SurePayroll and ZOHO Books

There is an aggressive demand for associate degree integrated accounting code resolution, for small businesses, guaranteeing compliance in vital back-office operations like payroll and accounting is one of their most tedious tasks. Even a slight mistake inside the records will end up turning into an expensive nightmare.


Through SurePayroll’s integration with ZOHO Quickbooks integration, businesses can change tax compliance and payroll accounting, eliminating the need for manual adjustments, thereby minimizing errors and increasing accuracy. In addition to that, SurePayroll and ZOHO Books integration fix minor business problems by reducing manual labor for our business homeowners and helping them to increase the efficiency of data transfer between their back-office systems.

Who is SurePayroll?
SurePayroll is a Paychex company that has been a number one supplier of online payroll services to small businesses nationwide for over twenty years.


About ZOHO:
With forty-five apps in nearly every major business sector, collectively with sales, marketing, client support, accounting associate degreed back-office operations, and an array of productivity and collaboration tools, ZOHO Corporation is one of the world’s most prolific code companies.
Let’s have a glance at how you’ll profit from this integration:

1. Say good-bye to manual journal entries:
If your payroll process code is not integrated with your accounting code, it needs either manual data entry into the system or a long effort of commerce files that may end in errors.  However, by integrating ZOHO Books with SurePayroll, your earnings, taxes, and reimbursements are automatically recorded inside the suitable journals.

2. Streamlined Payroll Reporting:
Keep your accounting organized. Maintain your expenses and liability accounts in ZOHO Books for each payroll account effortlessly. Track all of your finances in an orderly manner for simple bank reconciliation monthly, quarterly, or annually.

3. Powerful Reports and Straightforward Presentation-
Entering data is a cumbersome task unless it’s consolidated and arranged effectively. With the information gathered from SurePayroll, ZOHO Books generates advanced reports and helps you produce knowledgeable business selections.

As we understand it, it is beneficial to the United States. We want to know the way to get started-
The ZOHO Books – Positive Payroll integration is easy to step up.

Open ZOHO Books >> Move to Settings >> Select Integration >> Find positive Payroll beneath Payroll within the Integration menu >> Click learn a lot.

You will be redirected to positive Payroll’s website to line up the mixing.

When you are done, all of your payroll transactions from positive Payroll will be transferred into ZOHO Books.

Conclusion:
Recurring tasks and processes are machine-driven using technology to bring value, cut back errors and increase efficiency. This feature has integrated with positive Payroll to help you make payroll accounting methods easier. Contact Zoho consultant today for more information.

Training-Provider CRM: Manage-Enrollments

Training Provider CRM: How to Manage Enrollments Effectively?

Here we’ll perceive how the Training Provider CRM can help you address every one of the difficulties in enrollment.  

The Training Providing industry is consistently expanding with the developing corporate areas everywhere in the world. Individuals are intrigued to upskill their representatives.  

The business is flourishing and with the right CRM arrangement would it be able to survive in this time? 

Let’s see how with the ZOHO Subscription, a custom-made Training Provider CRM can stop the difficulties found in enrollment and manage it effectively. 

 1. Managing Details: 

You utilize a custom-fitted CRM for preparing suppliers where all your enrollment subtleties are halfway put away and coordinated.   

The Training Provider CRM permits you to catch all the important data in an exact way at the enrollment module, from where you can dive into finer points. 

When you need, you can just search by the contact name, enrollment name or enrollment no. and you’ll have all the data you need at your fingertips.  

2. Dealing with Multiple Enrollments for One Engagement: 

Assume a corporate customer needs six of its workers to take part in six distinct courses each. The contact individual is the chief who isn’t one of the members. The Training Provider ZOHO Webinar (CRM) makes this as simple as a pie for you. Simply make the commitment under a particular name. Also, you can make different enrollments under the equivalent. You can undoubtedly explore the Enrollment module from the connected rundown on the left board. 

3. Viable Batch Management:  

You can house all your preparation clumps in the Batches module. The Training Provider CRM makes it all really simple!  The overview permits you to see all pivotal subtleties like the name of the clump, start date, end date, and so on. For your benefit, you can shift through the clumps by course, educators, and so forth. 

4. CRM For Preparing Supplier:  

You can see all the enrollments you take for a specific bunch here. On the off chance that there’s any update you need to ship off anyone or every one of the members in this Batch, you can do this without any problem.  

5. A Single Tick Certificate Generation:  

It can be hard to set up an appropriate printed copy of the endorsements. Here and there the signatories are not accessible, or a previous competitor needs another one as the person in question has lost the first duplicate.  

With only a single click you can create a testament and straightforwardly mail it or print it. We should perceive how it functions.  

Go to the enrollment whose endorsement you need to produce. From the upper-right dropdown menu click on Mail Merge. 

6.Incredibly Diminishes Preparing Times: 

Numerous employees may have felt reluctant to take part in study hall preparation in light of the fact that it takes a significant amount of time.  With ZOHO-CRMemployees can complete a course quicker in light of the fact that the cycle is computerized which is good to manage enrollments effectively. 

Conclusion: 

It is interesting what such moment fundamental functionalities in a business significantly mean for both the business and their customers.  

Upskilling is a famous pattern today and organizations are continually searching for approaches to upskill their workers.  

Use this chance and smooth out your enrollment on the board with the assistance of the Training Provider CRM, based on top of grant-winning ZOHO CRM

Travel Agency Marketing Why Zoho CRM Simplify

Travel Service Marketing: How Zoho CRM Simplify?

The travel Industry is perhaps the most influenced commerce on the planet today due to COVID-19. The travel industry is in a unique situation since transport serves as a vector for spreading the infection. It is normally focused on for breaking the chain of spread of the infection. The travel industry has a unique component which includes movements and this constantly powers the spread of infections.  

These result in fear of travel to those objections and cancellation of flights, hotel reservations and other booked events.  

Aircrafts, travel agents, destination sites, car rental, restaurants and hotels have all been affected. 

We as a ZOHO Consultant principally helps your business manage three core activities: 

 1) Acquiring and Qualifying Sales Leads 

2) Marketing to New and Existing Clients 

3) Business Planning and Forecasting 

Post Major Travel Trends in 2021  

Let’s look at a few points of the significant voyaging patterns of post-Covid-19 circumstances.  

  • Limited Destinations  

Individuals are yet not prepared to take public transportation and in this manner are leaning towards locally accessible options. They are focusing on places that are inside 300 miles and are at drivable distances.  

  • Coronavirus Safety and Cleanliness   

It is noticed that 70% of the clients will choose the spot based on the security estimates that are given by the associations. Clients are ready to travel based on Covid-19 prosperity measures. 

  •  Unwinding and Wellness Gateways  

After spending a hectic time at home for a year, individuals are presently keeping watch for somewhere to unwind. With the dread of Covid, travelers are preferring less travelling, and more on spa and wellbeing destinations.  

  • Voyaging Solo or Just Family  

Clients are liking to either travel solo or with just their close family. Keeping in touch with others are the principal standards that the vacationer of 2021 is looking for.  

Travel Organizations observed that individuals are travelling solo so that the interest for singles’ opening has expanded by 76% from 2019.  

Instructions to Kickstart Your Travel Business Post Pandemic:  

Here’s the means by which Travel Agency CRM incorporated with ZOHO Campaigns assists you with making great email campaigns: 

  1. Centralize Your Data  

  • Putting all your information in one spot becomes simpler to design and plan your actions.   
  • Putting your information base in the cloud will hold you back from losing them. You can utilize a ZOHO CRM for the entire business reason, that will help you unimaginably.  

  1. Update Your Website  

  • Reconsider your site and make it market-friendly considering all the features of Covid-19 wellbeing measures embraced by your organization and assure a protected excursion to clients.  
  • Digitalization of client support can be a significant move with the help of ZOHO CRM effectively and efficiently. Be immediate with input and guarantee any sort of help to your clients as and when required.  

3. Contact Your Existing Customers  

Nothing can beat the dash of individual help to a client. Call them or send an email and let them know that you are ready to take on the world. Offers and limits go far. You can offer something unique to your previous clients.  

Make a client driven showcasing methodology and receive great outcomes in return.  

  • ZOHO CRM can be utilized to give you every detail of the subtleties of your clients alongside their movement inclinations. You can survey all the data and present a customized travel opportunity for them.  
  • The Travel Agency ZOHO CRM proves to be useful in this part, where you can get all information under one rooftop, which doesn’t need an application and can be gotten to from any electronic contraption.  

  •  With our Travel Agency ZOHO CRM, you can incorporate your information, follow leads and plan appropriately.  

 4. Make Awesome Campaigns  

If you want your clients to remember your business, the ideal approach is to make booked bulletins on a month to month or week after week premise.  

You can likewise send computerized follow-up messages as per the clients’ conduct and ZOHO CRM can be used for this purpose as well.  

Email advertising efforts can be made a lot simpler with the assistance of ZOHO Campaigns which accompany different customization and computerization procedures that will assist you by the arrangement of clients.  

5. Strange Destinations  

With the Covid-19 pandemic still ever-present, explorers are in the search for interesting and unique spots. Less individuals and the lesser groups are what makes individuals to head out to disliked objections.  

Take as much time as necessary and do your exploration completely.   

6. Web-based Media Marketing  

Individuals are snared via online media now like never before. Use this chance and clear a path for an effective web-based media showcasing system like ZOHO.  

Any time we book a vacation, we quickly begin imagining the spot. You can make a pleasant video of the spots that are a piece of their forthcoming agenda and transfer it on their page.  

Working with legitimate and energizing visuals is a significant piece of social media promotion since pictures deeply affect an individual’s psyche.   

Conclusion 

Arranging and promoting are the critical fixings to begin with.  The Travel Agency CRM like ZOHO comes extremely convenient now when you need to excel. We as a ZOHO Partner set ourselves up for the post-COVID age. CRM will assume a basic part in getting travel organizations on the rise again. It is, surely, the ideal opportunity for organizations working in the travel business to put resources into CRM programming improvement. 

So, resist the urge to panic and launch your Travel Agency business with a bang. 

Zo helps in Law Firm CRM

Law Firm CRM: Best Way To Streamline Operations

The utilization of Customer Relationship Management (CRM) innovation in the law firms is growing quickly. The law firms need to arrange data and have all information in a solitary hotspot for every part of business improvement and clients’ management within the firm to remain cut-throat in the present economy.  

ZOHO Consulting  can help your organizations in profiling possibilities, understanding clients’ necessities and building associations with them, giving them the best; just as an extremely significant degree of client support. This assists a firm with introducing a bound together face to its clients and work on the nature of the relationship.  

The fundamental part of a CRM in the everyday existence of these organizations is to smooth out backend efficiencies so you can zero in on winning cases and providing legal counsel.  

Utilization of An Effective CRM for Law Firms 

  1. Centralized Clients’ Data 

CRM puts the entire your data in a solitary system, and permits you to impart the information to any other individual in the firm who needs to get it, so you can effectively manage with the data.  

From the subtleties of every one of your cases to the cost reports of consistently, everything is in one spot. The Law Firm CRM puts all your information and sorts out it under explicit modules.   

2. Organize Significant Tasks  

This point is especially pertinent when you meet a prospective client and you need to make certain development time to time. With the help of ZOHO Desk, you can set reminder to reach that client and assign deadlines and objectives. Consequently, you can clearly check on the progress of the follow-up by going online and looking at that client’s record. 

3. Manage All Archives at One Place 

At this point when you have a client, you have many records and it’s difficult to arrange, retrieve or even share them with your associates. With a decent CRM, records can easily be coordinated in organizers and they can be shared with your partners, erased, filed or easily altered.   

4. Automating Marketing Capacities  

You could imagine that marketing activities aren’t the center of your business and it’s not worth doing showcasing as you now have numerous different activities consistently. With a good CRM you can easily automate marketing actions so they won’t take much of your time. 

5.Tracking Each Client’s Interaction  

In case you’re a supervisor you don’t just have to work on your everyday work and how you treat cases, you likewise need to develop your business and be certain that you and your group change leads into clients and that you hold these customers. With a CRM you’ll have the option to investigate client care and screen the exercises of your group. It will give your real information on the communication between your customer and the firm.  

6. Time Encoding  

 In our particular answers for the legal advisors, the encoding of time is done for charging purposes.  It permits all CRM users to precisely gauge the time spent accomplishing something. The user who wishes to record the time click on the “play” catch of the clock. At the point when he has done the job he needs to gauge, he taps the “Stop” button. The counter stops and another activity opens. The client can, obviously later, alter the time spent, connect a task, a contact, an organization etc. 

7. Timesheet  

A good CRM facilitates timesheet which is the “time encoding structure” to centralize the time for each user worked on a document.  

8. Invoice Generation 

An Invoice module can be developed for an attorney with a few targets through a good CRM. Lawyers can log the time spent on the matter alongside the date and undertakings performed. The quantity of hours that they chipped away at the matter is pulled from the Matter module and the hourly rates are pulled from the Attorney module to produce a billable invoice at the month’s end. 

9. Information Backup  

With a cloud-based CRM or we can say by using ZOHO Desk, data is backed up, so if your PC crashes, or your printed copy records are harmed, you’ll in any case have all your required data to keep your practice running. As far as security is concerned, it’s better to shift the data on a drive in your home or office.  

10. Cost Management  

Dealing with your costs is a fundamental piece of any business since you need to follow your productivity. It is extremely critical on account of Contingency matters.  

The Law Firm CRM accompanies the module of Expenses, where you can refresh the subtleties of your costs and keep up with them. Assume you need to add the cost of a specific matter, go to the Matter and you’ll discover Expenses. 

11. Effectively Schedule Tasks  

Schedule Tasks through the CRM for yourself and different individuals from your firm. Beyond task management, a CRM can assist the executives with monitoring events, meetings and even court dates. You’ll save time since you don’t need to look through numerous schedules to find the data, and be significantly less prone to fail to remember something along the way. 

CONCLUSION  

The requirement for a CRM arrangement fills rapidly in the lawful environment.  

An effective CRM can help your law firm whether it’s at beginning stage or you’ve been doing business for a long time. With the right arrangement, you can sort out and deal with all aspects of your firm to get more benefits while smoothing out activities.   

In any case, managing different sorts of customers and attempting to win each case is a serious nerve-wracking task. The Zoho Law Firm CRM makes your Clients Management Process exceptionally simple and allows you to focus on the other essential work of the firm. 

ZOHO ONE VS ZOHO WHAT IS THE DIFFERENCE?

Zoho One vs Zoho: What is the Difference?

Usually, people get confused while deciding on the program needed for their company between ZOHO and ZOHO One. Here we are addressing new customers that are searching for an effective app. They are running a trial of ZOHO CRM version but don’t know about ZOHO One and the distinction between the two. ZOHO Partner USA enables you to learn how to use this CRM effectively and get faster results.   

This content will reasonably represent the distinction between ZOHO CRM and ZOHO One CRM to all the clients.  

ZOHO CRM: ZOHO CRM is available on-request software that adequately manages your essential client connections. It digitizes your sales, marketing, and supports on a solitary platform.   

ZOHO One CRM :  ZOHO One is an integrated suite that empowers you to maintain your whole business. ZOHO One comprises more than 40+ online applications for sales, marketing, accounting, communication with teammates and customers, and much more. This includes web, mobile, and installed versions of our applications, just as program expansions and other valuable additional items.  

ZOHO CRM  

Features: –  

  1. Sales Force Automation:   
  • Lead Generation & Qualification   
  • Sales Stage & Probability Analysis  
  • Competitive Analysis  
  • Real-Time Forecasting  
  1. Lead Management:   
  • Automate, Fastrack, capture, and import lead management process  
  • Match sales-ready leads to the right salesperson.  
  1. Account Management:   
  • Single database and reliability programs  
  • Client data across products, geographies, accounts, and status  
  • Parent-child relationships between client accounts and their subsidiaries  
  • Price quotes, sales orders and invoices  
  1. Effective Follow-up:  
  • Log essential customer calls and save customer meetings and calls in the calendar  
  • Invite employees and contacts to conferences and events  
  • Manage recurring events by day, week, month, and year  
  1. Website Integration with Forms:  
  • Create forms with no coding and upload forms live instantly  
  • Set rules to simplify lead distribution  
  • Catch leads directly into your CRM  
  1. CRM Workflow Management:  
  • Workflow alerts and associate tasks to the workflow rules  
  • Email notifications with templates and custom functions  
  1. Sales Tracking:  
  • Monitor and import sales opportunities   
  • 360-degree view and drag-and-drop customization wizard  
  • Sales pipeline and sales escalation process  
  1. Pulse:  
  • Track records that are critical to your business based on your criteria  
  • Keep on top of sales updates in real-time  
  • Sort records by record owner and module  
  • Complete visibility based on the last action  
  1. Sales Forecasting:  
  • Revenue-based on data inside ZOHO CRM  
  • Make, assign and revise sales   
  • Evaluate individual and team performance  
  • Forecast accuracy against commit amounts  
  • Completely customizable forecast reports and dashboards  
  1. Productivity:  
  • Business Card View  
  • A quick glance at essential details of the contact without scrolling or searching  
  1. Mail Magnet:  
  • Captures collates and distributes customer email activity within your CRM  
  • Send emails via your favorite mail client  
  • Share emails and Create mail merge templates  
  • Find updated user info in merged documents  
  • Manage templates in secured folders  
  1. Document Library:  
  • Role-based folders, sub-folders, and share to your salespeople  
  • Send documents from your CRM  
  • Quick feedback from staff to improve document  
  1. Social CRM:  
  • View social interactions of your brand with a prospect  
  • Reply to direct messages, likes, and mentions via your brand’s social profile  
  1. Mobile CRM:  
  • Present access to customer data  
  • Receive sales alerts  
  • Search customers nearby, create tasks  
  • Capture trade show leads directly into ZOHO CRM  
  • Digitalize and save business cards on your iPhone  
  1. CRM for Google Apps:  
  • Custom Modules, API, Webhooks, and Custom Functions  
  • Create campaigns, email marketing & autoresponders  
  • Enable security controls, organizational hierarchy & territories  

ZOHO One  

Features: –  

  • Integrated and customizable system to work, define and improve processes  
  • Fully customizable sales process and Workflow Automation  
  • Real-time performance dashboards & automated report generation  
  • Out-of-the-box AI, business knowledge, unified communication tools  
  • Inter-team Communication, Real-time notices  
  • Marketing, Email Management, Social-Media interaction management  
  • Invoices and estimate creations, tracking income and expenses, Inventory dealing   
  • Ticket tracking, help desk, sentiment analysis & Project Management  
  • Powerful analytics powered by AI and website tracking functionality  
  • Telephony, email & third-party integrations  

 Benefits: –  

  • Access from multiple devices integrate business applications  
  • Zoho One offers all in one Solution to all Business Vertical like Sales, Marketing, Operations, HR, Accountings etc
  • Integrates smoothly with Telephony & SMS services  
  • Unified communication portal, customized views, mobile device accessibility  
  • Seamless flow of data to marketing, finance, third party applications  
  • Track, hire/recruit applicants, electronically sign documents, onboard virtually  
  • Email marketing, campaign management, and track ROI  
  • Real-time reporting and data insights  
  • Automation of routine tasks, deliver a superior customer experience  
  • Flexible pricing and improve sales  
  • Efficient and effective forecasting and planning tools  

ZOHO CRM vs ZOHO One Pricing  

The ZOHO CRM Enterprise version is $54.45 AUD/client/month, including GST, or $35USD/client/month for the remainder of the world.   

What makes ZOHO One a gamechanger is the complete expense each month, of $47.30 AUD/client/month including GST, or $35USD/client/month for the remainder of the world. This makes ZOHO One less expensive than ZOHO CRM. 

Comparison between the features of ZOHO CRM and ZOHO One: – 

ZOHO CRM  ZOHO ONE 
Subscription Management ✅ Subscription Management ✅ 
Service Management ✅ Service Management ✅ 
API ✅ API ✅ 
Access controls ✅ Access controls ✅ 
Accounting ❌  Accounting ✅ 
Accounting Integrations ✅ Accounting Integrations ✅ 
Activity Dashboard ✅ Activity Dashboard ✅ 
Activity Management ✅ Activity Management ✅ 
Activity Tracking ✅ Activity Tracking ✅ 
Ad hoc reporting ✅ Ad hoc reporting ✅ 
Advertising Management ✅ Advertising Management ✅  
Agile Methodologies ❌ Agile Methodologies ✅ 
Alerts/ escalations ✅ Alerts/ escalations ✅ 
Analytics/ROI tracking ✅ Analytics/ROI tracking ✅  
Application Management ❌  Application Management ✅ 
Appointment Management ✅ Appointment Management  ✅  
Billing & Invoicing ❌Billing & Invoicing ✅ 
CRM ✅ CRM ✅ 
Inventory Management ❌   Campaign Analytics ✅ 
Campaign Management ✅ Campaign Management ✅ 
SALESIQ Chat ❌SALESIQ Chat ✅  
Campaign Scheduling ✅ Campaign Scheduling ✅ 
The List is Endless, crux is ZOHO ONE is all in one Ecosystem which touches all the areas of a Business.

CONCLUSION: – 

ZOHO One is the Ecosystem of 40+ applications vs ZOHO CRM which is designed to takes care of your Sales & Marketing side of business mainly. Assuming, if you need everything in one bundle, then you can go for ZOHO One. It covers a large portion of the business needs to oversee and mechanize. It is more feasible to have your entire system integrated and managed by a single source. According to your business needs, you can settle on a choice in like manner.