One Suite of Applications to Run Your Entire Business?

Zoho One

We often hear how working together and being united contributes to a successful outcome – this is how it works for your system as well. Zoho One has the same concept and functionality.

What is Zoho One?

Zoho One gives you one suite of more than 40 integrated business and productivity applications for your entire organization. Simply turn on an app to improve a process. Then connect multiple apps so different teams can work together to delight customers, manage finances, and work productively.

Zoho One includes more than 40+ integrated, online applications with complimentary mobile and native versions, along with many extensions and extras. All applications are with enterprise features, giving you everything you need to grow sales, market your business, do your accounting, communicate with teammates and customers, and much more.

Check out the list:


Anything Apps Can Do, Integrated Apps Can Do Better

If you have a sales app, your sales team will be more productive. If you have Zoho One, your sales, marketing, accounting, and support teams, along with everyone else in your organization, will be more connected and productive than ever before.

Do not be overwhelmed, if it seems confusing, it is always best to rely on your nearest Zoho Consultant. They will be able to discuss this with you more in a way that you are able to visualize the function and impact to your business. Zoho one is also perfect for start-ups, this is the perfect tool you need to set up, start off and scale up your business.

Have you tried Zoho one? What are your thoughts?





Your Business on the go with Zoho CRM

Take your business with you wherever you go. Technology combined with human innovation has surely changed the way we do business. We can have everything and do everything (almost) at the tip of our fingers.

Zoho CRM constantly strives to make sure it gets to only not meet the small business owners’ need but to make sure they can provide the unforeseen needs of growing business as well. Your needs as a 1 to 2 employee business will definitely be changed when you grow your business to 20 employees – thus they make sure you are able to cater to your growing needs. As the business grows, they grow along with you – and that is the beauty of Zoho CRM.

What are the on the go options that we definitely think are worth mentioning? Check on the list below:

Mobile Card Scanner:

  • Scan a business card or QR badge and the appropriate fields are automatically filled in, letting you save as either a contact on your phone or as a lead/contact in Zoho CRM.
  • Don’t wait to get back to your desk to send that thank you email. Schedule a time to follow up or use pre-made templates to get in touch right away. Add notes to make sure you remember the little details.
  • Trigger custom workflows in Zoho CRM to automatically incorporate new contacts into your sales process. As your database grows, merge duplicates to keep your records clean and up-to-date.
  • Export contact information to Zoho apps like Books, Invoice, Contact Manager, Mail, and CRM or to other cloud apps like Salesforce and Google contacts.
  • Card Scanner reads business cards in 17 different languages and switches between them in a snap. 

Sales APP

  • Get real-time insights into sales trends, customer engagement and team performance with dashboards. Visualize trends in sales, marketing and support departments so you can make decisions when you’re away from your desk. Use feeds to keep your team informed and collaborate on the go.
  • Plan smart, manage time efficiently and close more deals by locating prospects nearby and scheduling meetings accordingly.
  • Check-in and geo-tag your visits as they happen. Record who you’re meeting and keep your colleagues informed about what’s happening.

These may appear simple, but try incorporating these innovations in your day-to-day process and you would be amazed at the difference it will make.  

Zoho Vs Salesforce – Which is Better for My Small Business

Zoho CRM and Salesforce are both great products. What makes Zoho CRM stand out when Salesforce is No. 1 in the market? PC Mag ranked Zoho CRM and Salesforce Lighting editor’s choices for best CRM for 2017. Zoho CRM is actually the only CRM that includes all features that PC Mag used for the report. This just meant that with
Zoho CRM, you don’t have to pay extra for features that are important for day-to-day
sales activities.

One of the common feedbacks from clients is that, Zoho CRM is much easier to use and configure. Most clients that switch from Salesforce to Zoho CRM are amazed at how cost efficient it is migrating over to Zoho CRM, having Zoho CRM customized for their businesses and a year of licenses that they spent on their annual contract with Salesforce. Their sales team loves using Zoho CRM as it is simpler compared to Salesforce.


Why have is Zoho CRM not widely known in the market like Salesforce?

The Zoho CRM team does not spend nearly as much money on marketing as Salesforce do, which means you don’t have to pay high cost of us marketing to you. But we do have 300,000 organizations using our paid and free editions that rely on Zoho CRM on a daily basis. Salesforce claims to have 150,000 customers.

Does Salesforce have the same contract option with Zoho CRM?

One great advantage with Zoho CRM is its flexibility and no-contract pricing model, you’ll never have to overpay for what you don’t need. Zoho CRM offers discounts, if you choose annually, otherwise you can pay month-to month and cancel at any time. Salesforce requires yearly and sometimes multi-year contracts that are difficult to get out. The common complaint we have heard from our Zoho CRM customers who recently switched from Salesforce is that it is impossible to make a change once


Does Salesforce have the same contract option with Zoho CRM?

One great advantage with Zoho CRM is its flexibility and no-contract pricing model, you’ll never have to overpay for   you don’t need. Zoho CRM offers discounts, if you choose annually, otherwise you can pay month-to month and cancel at any time. Salesforce requires yearly and sometimes multi-year contracts that are difficult to get out. The common complaint we have heard from our Zoho CRM customers who recently switched from Salesforce is that it is impossible to make a change once their contract was in place. Unfortunately in most cases, Salesforce required the customer to pay their full contract amount through the end of the contract. That is the one thing you do not have to worry about with Zoho CRM. In fact, we’ve only raised our prices once in the last five years, so you’re not in danger of having to be
blindsided and pay more. And of top of that, whenever we do raise prices, all of our current customers are grandfathered in at their current pricing. So, even if we did raise prices, you’d still pay what you pay when you signed up initially, as long as you remain a paying customer. We’re not interested in getting you to sign up and suddenly charge you more. We want to make it easy for you to upgrade or downgrade, as your business needs to change.

Also, Zoho CRM is part of the larger Zoho family. While both Salesforce and Zoho have offerings outside of the CRM domain, there is one key difference: outside of the core CRM product, Salesforce grows by acquisition. In contrast, at Zoho we develop all of our apps in-house. What this means to you is that they are designed from the ground-up to work better together.

Summary Points:

  •  Zoho CRM is right up there with Salesforce when it comes features and reviews. PC Mag chose Zoho CRM as one of the editor’s choices for Best CRM for 2017.
  • Flexible pricing vs. yearly/multi-year contracts that are impossible to get out of.
  • Ease of use and easy to customize.
  • Get ready to sell smarter, better, faster with our rapid innovation. ( Zia, BluePrint, SalesSignals, SalesInbox )
  • No hidden fees – Tech support is included in all paid editions of Zoho CRM-
    unlike Salesforce.

The Ultimate CRM for Small Business / Start-ups

We all need to start from scratch; we need a solid foundation to ensure that we have enough stability to support our growth. Small businesses are slowly incorporating CRMs into their system; a lot of the business owners have acknowledged the growth contribution of having a good CRM.

 Choosing the best CRM for your small business is a bit tricky, there is a whole lot of factor you will need to consider and 1 would be ‘financial’ how much will this cost me, will this be indeed working for me? Will this help with my business’ growth?

It is quite a relief to see a whole lot of CRMs in the market are offering a FREE sign-up. This is a very good chance for each small business owners to have a try of the CRM without having to sacrifice a whole lot of financial allocation – while searching for the best CRM in the market for you, consider below points as well to make sure you will be able to find the best one that works for you.

  1.    Within the budget – while mentioned earlier there are already a whole lot of competitive free CRMs out there, also consider the ones which you may have to shell out money on but are within your budget. It is a common priority for start-ups and small businesses to have cost-efficient tools.


  1. Easy navigation  – while highly complicated CRMs will impress you, it is definitely not a choice to go for when running a small business. You are already running a tight ship and you do not have a whole lot of time to spend on just simply learning the CRMs and detangling all the technical confusion you may have with your tool. It should assist you to move further in your business and not slow you down nor gets you stuck. Go for a CRM that is easy to operate, manageable and very user-friendly so you will be able to maximize it’s potential. You do not need to shell out another amount just to hire someone to walk you through.


  1.    Personalization – choose the CRM that gives you ample of room to customize- every business is different as every owner’s preference, we all have our own techniques on how we are able to function better – do not choose the CRM which will hinder you from wanting to have the data you need, go for the ones that make it possible with its wide range of tool and flexibility.


  1.  Integration – nowadays, who does not love this part. We are all in a go, time is indeed gold – we want a tool that functions well, syncs seamlessly with all the other tools we need. This gives us a wider perspective and an overall clear view of how our business is doing in a different aspect.


  1.  Support– we all need good customer service support in everything that we purchase or sign-up to. Choose the CRM that offers you a strong support when you need it.

With the wide array of options the market is offering now, it can be very overwhelming. Choosing the best CRM depends on your needs, make sure to stay focus on your business requirement in choosing the CRM for your business.



CRM for Small Business Owners

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Business owners are constantly looking for ways to improve efficiency and free up their team’s time for more productive tasks.

Which Is the Best CRM?

In such cases, choosing a Customer Relationship Management (CRM) is a logical choice to fuel business growth. However, once you decide to opt for a CRM, you will encounter many choices, making it a challenging decision to pick the right system for your business.

The key is to choose one that protects your customer database and is also easy for your team to adopt and use. We bring you the core features and benefits of leading CRM systems to help you make the right decision:

Zoho CRM

Zoho CRM offers a free version for small businesses with an employee strength of less than 10. This is a great way to test drive the software and decide whether it’s worth investing in the paid version.

Some of the unique features of the software include workflow automation, lead gathering, smart analytics, contact management and a wide range of tools that help you convert prospects into customers. It also allows you to integrate all data with mobile and Google Apps, making it a great solution to attract more customers and close additional sales.


Salesforce CRM is an all-in-one cloud-based solution for all types of businesses. It enables organizations to find new customers, keep existing ones, close sales deals and grow businesses.

Some of the key features include sales forecasting, workflow automation, lead generation, generating and analysing reports, mobile access, lead generation and opportunity management.

It offers real-time data that eliminates hours of research to find leads and helps in evaluating opportunities.

It can also be integrated with outlook and helps motivate and manage your salespeople so that they can reach their goals. You can also integrate other business functions like HR, IT, finances, marketing and customer service in the platform.

MS Dynamics

Microsoft Dynamics is a highly flexible and powerful CRM tool that meets the needs of various business processes, industry verticals, and complex business challenges. It helps in improving sales forecasting, scheduling, and purchasing while also enabling better pipeline management.

The software helps you create product families, catalogues and mobile dashboards that bring productivity and efficiency in your sales. You can also integrate the system with outlook and Microsoft office so that your employees can easily pull information from Office applications into the Dynamics CRM. The other key benefits include easy data access, customized workspaces, excellent mobile support and great data migration and security.


This is a process-drive CRM system that enables your team to perform coordinated actions in sales, marketing and service by integrating customer data with process management tools.

It offers scalable features and helps you enjoy both, BPM and CRM functions within a single solution. The key features include knowledge and project management, synchronization, integration and import, lead management, collaboration tools, Omni-channel communication, mobile sales and much more. It offers better flexibility with agile deployment, delivers an engaging interface that’s easy to use and integrates smoothly with open configuration.

Once you understand your business needs along with the budgets and expectations from your CRM system, you will be able to find the perfect software to boost sales and maintain great customer relations.

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Improve Your Efficiency with Reporting

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No company runs without having to look at their progress and plans. There is no other way to have a clear view of everything but reports. Reports contain all the information a business would need to know where it is at, where it is heading at the moment, the obstacles it encountered, bottleneck and as well as goals performance.

A report is made with the specific intention of relaying information or recounting certain events in a way that is concise, factual and relevant to the audience at hand

Creating a report is not a simple method of putting all data together and presenting it, it requires efficiency as a simple error made makes a lot of difference, and even a simple error input causes that. It needs efficiency, accuracy and effectiveness, you must have a good analysis of the data presented and the outcome you would like to have from it, else, it is just a mere data showing numbers or figures that is of no help at all.

How can you become more effective and efficient with reports?


  • Automate workflow


Often unrecognized solution that most small business owners tend to neglect, they usually opt for the manual input, log books, excel sheets wherein it consumes a whole lot of time and has a great percentage of manual error.  One of the most common solutions we provide to our clients is automating their workflow using a CRM, wherein all of the information they need are stored in one system wherein generating a report if a breeze. This improves a lot in the data accuracy, efficiency of the data being reported, widens the range of option for data content and most especially reduce the time spent.


  • Access data at anytime


Imagine handling 5 reports wherein all sources of those reports are from various logbooks, excel files and etc. – how much time do you think you will need to create them? How about if you are asked to pull up something quickly from that report? Taxing and time consuming aren’t it – definitely, it is. Having a CRM where all of the data are readily available at any time is definitely a game changer, you can access it even on the go, and just simply pull it up when needed and you do not have to stress yourself.


  • Data Sharing


A report contains data from various department and people. Let’s say the sales department needs individual information from the sales team members as to come up with the monthly progress report. Having a sharing site wherein it is made easier and accessible for everyone to share their input is a great solution; it allows greater collaboration efforts and an overall better solution.


  • Interactive Dashboard


This is certainly not achievable in traditional reporting.  With the technology nowadays, reporting no longer requires as much time as before. Having a CRM allows you to have an interactive dashboard wherein you are able to manipulate it. Not all data are needed and reports vary depending on your needs, CRM helps you retrieve only specific data you will need for a target audience – may it be presenting to a client, your team or even your business partners.  You no longer need to spend a day or two creating different reports for different needs, you only need to know what you need, click here and there, voila, the report is ready.

We need to understand how a CRM works, only then we will get to know its full advantage. Automating a report is far more than beneficial than one can imagine. It does not only saves you a whole lot of time, but this also presents you various views, options of your data that you may not be aware of. Having a clear and wide view of how your business is running gives you a better insight and makes you draw a clearer picture for the days to come.

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Why Microsoft Dynamics 365?

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CRM solutions streamline processes and increase profitability in your sales, marketing, and service divisions. A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not maximizing your business relationships.

Imagine misplacing customer contact information, only to learn that your delay pushed your client into the arms of a competitor. Or, picture your top two salespeople pursuing the same prospect, resulting in an annoyed potential customer and some unfriendly, in-house competition. Without a centralized program where your people can log and track customer interactions, your business falls behind schedule and out of touch.

Running a business is no simple task, wearing more than one hat in the business will complicate in the long run – exhaustion will set in, lack of time management will be a problem. When marketing campaigns, data analysis, meetings, customer care and more all happen simultaneously- you cannot efficiently handle all of these tasks at once – this is where CRM comes in. You certainly do not need just a simple CRM but a very powerful and effective one, a CRM that provides you with a powerful solution to bring all these functions together in one place.

Why Microsoft Dynamics 365?

With Dynamics 365, your enterprise can market smarter, sell effectively, and interact and respond everywhere. It provides business intelligence and productivity through tight integration with the Office 365 apps you already use. And it’s all in the cloud.

Dynamic 365 delivers the full spectrum of CRM through five individual apps – Sales, Customer Service, Field Service, Project Service Automation and Marketing – that work seamlessly together. So you can just buy according to your business needs, and add other along the way as those needs grow.

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Keeping Up the Competition with Salesforce

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Salesforce is widely recognized for the CRM system, it has over 100,000 companies using its services. They are known for their innovative system of which provides new features and capabilities with continual updates.

Salesforce CRM platform is very customizable and is the centre of a large ecosystem of business apps. It is a cloud computing company, which offers a variety of services (SaaS) and products (PaaS). Salesforce started as Software as a Service (SAAS) CRM company. Salesforce now provides various software solutions and a platform for users and developers to develop and distribute custom software.

The company is best known for its Salesforce customer relationship management (CRM) product, which is composed of Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Analytics Cloud, IoT Cloud, App Cloud, Health Cloud, Financial Services Cloud,, and Chatter.


Salesforce and App plug-ins can:

  • Be the customer data depository for leads that are generated and nurtured by marketing automation platforms such as Marketo or Eloqua or Hubspot
  • Store the lead and nurturing data and allow other easily integrated apps that help these leads become opportunities and score them to decide when the time is right for a salesperson to call
  • Improve and assist the selling process with automated triggers and even sales automation management plug-ins that help assist and motivate them through this process (Salesloft, Level 11, etc.)
  • Be the basis for post-sales support which can be a project or touches or reactive problem resolution (Asana or Samepage or ZenDesk, etc.)
  • Drive ongoing relationship-strengthening activities like newsletters, webinars, roadshows, etc.
  • Most critically, power a dashboard based on the data accrued in these activities to measure success and forecast future results

A CRM system allows you to track the entire customer funnel. In today’s’ world, it can be extended to be an ERP system, drive billing, or whatever your particular business needs to run your operation from the customers’ perspective. Every business has it’s own unique customer journey and Salesforce can be the platform for all of it from awareness through various activities and milestones.

Here are some of Salesforce popular features:

  1. Sales forecasting
  2. Collaboration contact management
  3. Reporting

They claim that the application of its CRM systems can increase revenue by 30% as well as it can also increase sales productivity, pipeline, win rate, and forecasting accuracy. Now indeed sounds promising, no wonder a lot of businesses are opting for Salesforce.

Salesforce is not only for business giants, but it is also very beneficial and a good fit for small businesses as well. Small businesses can even pair it with accounting software – efficient at its best.

To ensure you get the most of Salesforce, book a consultation with a Salesforce CRM expert of which can show you just how you can customize the CRM according to your business needs.

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What CRM can achive for your business

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A business is all about delighting its customers and bringing in more customers. If your business is not very good at managing its customers, it’s time to implement a strong Customer Relationship Management (CRM) strategy.

Here are a few benefits of implementing a CRM tool for your business:

Integration of Fragmented Customer Data: Your sales team brings in a huge amount of customer related data everyday. Most commonly, this information either remains with the sales team member, or is stored in a random location, only to be forgotten by the team.

In order to fully utilize customer data, it’s imperative that every bit of information is placed under a set category and stored in a central location. A central location enables sales team members to have customer valuable information available to them whenever required.

Better Access to Data: Having meaningful information on hand is just one part of your solution. Making use of the information such that it brings about an increase in sales or in customer satisfaction is what really matters.

A good CRM tool can provide each employee with access to the right kind of information. Eg: the tele-caller is provided with lead details, filtering out existing customers from the list.

Co-ordinated activities: CRM makes it possible for the team to work hand in hand with each other. Team tasks can be tracked real-time and sequential activities can be taken up at exact times. This boosts your customer satisfaction greatly.

Business Intelligence: When you can view all sales activities on one dashboard, it’s easy for you to identify bottlenecks as well as the best performing areas. Strategic business decisionscan then be taken to plunge forward and grow your revenue.

Performance Reporting: A great deal of time spent on collecting data and manually charting reports can be simply replaced by the click of a button. Most CRM softwares have the ability to compile data and pull up charts according to your every need. This makes it possible to not only look at your current performance trend but also forecast future growth.

Personalized Customer Service: When a customer makes a purchase, it is recorded in the CRM database. Furthermore, integration with social media makes it possible for executives to speak to customers as if they knew them personally.

Creation of Communities: The rise of loyalty programs has led to the success of many businesses, particularly, retail businesses. However, disparate implementation of the loyalty program at each branch of the retailer can be disappointing to customers. Hence having a CRM tool that’s common to all branches of the retailer significantly improves the success of a loyalty program.

Boosts efficiency: When your business cuts down on manual data entry, manual reporting and individual coordination activities, the efficiency of the organization as a whole goes up. Furthermore, the use of a great CRM software will help you allocate your resources better.

So, if your company is yet to adopt a good customer relationship management tool, get to it now, to get your competitive edge back.

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How CRM can streamline and improve your sales and delivery process

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Unless your business is thriving in a niche market, it’s a formidable rat-race to pique customers’ interest in your brand and your product offerings.

So, if you want your business to set the pace for all your competitors, you do need a lean and agile system of managing your customer base and escalating their numbers.

Spearheading Sales: Dispersion to Integration

The first and foremost stage of all future sales is connecting on some level with potential customers. Be it through indirect marketing promotions or through direct lead generation via., social media, email or tele-marketing.

Small businesses often accumulate the gathered data in separate data banks, or worse yet, with specific employees.

This could pose as an obstacle if the employee is on leave or If the system in which required data is stored cannot be accessed or understood without an individual.

Sales is an area where delays in response times could oftentimes mean that you’ve handed business over to your competitor.

‘When customer metrics are dispersed, so is the state of the sales team – dispersed’

This is where an effective Customer Relationship Management (CRM) comes into play. By processing and organizing customer metrics in a single common domain, the sales team can also function as a single well-oiled machine where all the cogs work together in the right place.

So, having customer’s name associated with age, nationality, preferences, sales history, service records, customer feedback etc., in one common area or a cloud based system, with the capability to intelligently process each data set, will enable the sales team to collaborate and work at maximum speed to close sales efficiently and thoroughly.

All this, while keeping redundant activities (such as searching for customer information, drawing up manual reports etc) at bay.

From Sales to Delivery

Delivery of the offering to the customer effectively is just as important as selling it.

Example: An online shoe store can sell a pair of shoes to a customer, but, if handling payment, packaging, labeling and actual door delivery is delayed, incorrect or cancelled for any reason, then the sale becomes a failure. Recovering such a customer is quite an arduous task.

Whether your business offers services or actual products, the after sales service is crucial. Your business could do wonders if each stage, that is the sales, delivery and after sales service can be monitored and mapped customer-wise, timeline wise, or based on any other available variable.

Having the ability to do will allows your business to leverage valuable business intelligence to make strategic decisions and plans that has the potential to accelerate your earnings.

Clinching the Deal

To bring it all together, i.e. to streamline your sales and deliver process, an effective CRM tool should be chosen based on the nature of your business and level of customization that your business requires. Factors such as existing processes, existing software (and hardware) being utilized are also important to consider, since any change-over needs to be planned thoroughly.

The best CRM tools today are cloud based and accessible by any member of the sales team from anywhere and from any device.

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