Use Zoho Survey to help manage your events like a pro

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Why Zoho Survey with Eventbrite? Here’s how Zoho Survey can make event management easier:


Zoho Survey has a template gallery dedicated solely for event creators. These unique templates will make sure you have a comprehensive feedback system in place for your event surveying mechanism, with different surveys to collect important data at every stage of your event management cycle.


Data collected from Zoho Survey helps you get a clearer picture as to where your event is heading. It comes with real-time reports showing detailed analytics on your survey, that you can share with colleagues and outside stakeholders.


You can also create and customize your own mailing lists, like a list of your event attendees, from your Zoho Survey account. You can send the surveys from your account, alongside customized emails. You can invite event collaborators as reviewers, share surveys and reports, and transfer surveys to them with ease. Now you can even put up the feedback from surveys on your website, making it public for everyone to see. Moreover, you can also distribute your survey across channels, including social media, emails, campaigns, and through QR codes.


Integrating with G Suite helps you transfer every survey you make into your Drive account. Collaborate with users, update the report spreadsheets in real time, and push your survey’s reports and files to Drive with a few clicks.

..and lots of other stuff!

 You also have the option of customizing surveys with your own branding and launching it as a survey exclusively associated with your event.

 Another key advantage is Zoho Survey’s offline response collection. You can collect on-the-spot responses at event sites even when you’re off of WiFi.

Eventbrite and Zoho Survey integration can help you set up a powerful event information feedback system in minutes. So start making data-driven decisions for your events using the Eventbrite-Zoho Survey integration today.

Credit to Sangeeta Bose

Use Zoho Survey to help manage your events like a pro


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Accounting and GST filing made easy for Amazon Sellers

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E-commerce is an indispensable part of daily internet usage for consumers today. In India, the advent of the internet, the rise in the use of smartphones, and the entry of global players like Amazon have fuelled the growth of e-commerce.

Since its inception, Amazon has seen steady growth in the number of sellers across its platform in India. Increasing numbers of sellers and consumers have resulted in Amazon being the most visited online shopping site in India for the last two years.

Given Amazon’s popularity, it is clear that Amazon provides a smooth platform for selling. But in addition to selling, a seller also has to keep accounting and taxes in mind. While maintaining proper accounts is always challenging, the recent change to the tax system in India has made calculating and filing taxes more complicated for sellers on Amazon. Considering how complex accounting and tax filing can be, a well-rounded accounting system goes a long way in easing the entire process.

Zoho Books is GST compliant online accounting software that helps sellers on Amazon manage accounting and taxes through:

Easy inventory management

Managing your inventory is easy in Zoho Books

  • Add items and track inventory for all your products

  • Use price lists to create customized prices for new or valued customers

  • Set reorder points, place orders on time, and never run out of stock

Effortless reconciliation

With Zoho Books, banking doesn’t have to be tiresome

  • Get automatic bank feeds into your accounts and reconcile them in minutes

  • Skip manual data entry by setting up bank rules and putting categorization on autopilot

  • Manage hundreds of transactions easily with bulk actions for banking

Tax compliance

Make taxes less taxing with Zoho Books

  • Calculate GST effortlessly in minutes

  • Get deeper insights into your taxes with tax reports

  • File GST returns easily, and stay tax-ready all year long

Insightful reports

Convert business data into meaningful information through first-class reports

  • Generate tax reports that help you understand your taxes

  • Get a grip on your financials and come up with robust business plans using report data

  • Associate reporting tags with your products and use them to run filtered reports

Zoho Books also simplifies other essential accounting features, allowing you to manage contacts, invoices, payments, and projects in a few clicks. What’s more, as an Amazon seller, you can enjoy a special discount of 25% off when purchasing Zoho Books*.

*limited time offer, check Zoho now:

Credit to Zoho Blog for content and images

Credit to Aditya Krishnan

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5 Reasons Why CRM Improves Overall Customer Experience

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In this Era, everyone is tech-savvy and seeks everything to be accessible, convenient and digital. Most if not all customers’ shops online, research digitally, go through every feedback via social media and mostly prefer emails to phone calls.

In every business regardless of size, Customer experience is a top priority. If it is yours too (which it should be) then these details discover how CRM can absolutely provide your customers with a better overall experience.
Getting onboard with CRM and customer experience
CRM enables you to have a 360-degree in-depth view of your customer, of which greatly helps you to create customized offers based specifically on their interest, profile, purchase history, transactions and more. Offering something you know your customer would need and wants guarantees a close sale compared to randomly offering something that would not be beneficial to them more so is an interest to them. Being unaware of your customer’s profile results to a lost sale.

Here are 5 ways CRM can help you provide an excellent customer experience:

1. Keeping in touch

Even in our daily lives, we seek for a meaningful conversation or communication. As customers, it matters to us to know that we are unique, heard and understood. That we are treated special.

“Every contact we have with a customer influences their decision as to whether or not they’ll come back. We have to be great every time or we’ll lose them.” (Kevin Stirtz, More Loyal Customers)
CRM can help you provide this experience to each of your customers. So, how can you make sure that your customers stay satisfied and loyal?
Very simple and easiest step yet easily forgotten – the key is to simply keep in touch!
A CRM system contains a wide range of information about your customers and how they interact with your business – including past activities, conversations and purchases.
Use the data in the system to keep your existing customers updated with company news, offers, sales campaigns, or other initiatives. CRM software also allows you to segment the customers and address the right audience with the right message, instead of sending them all the same type of information.

2. Listening to customers’ needs

Customers nowadays are more interactive, they speak their mind, provide their information easily about products through various channels in social media. The best way to be able to identify the needs of your customer is to be in the loop! You better start listening on what’s in and what’s not over social media and find out what they have to say.

One-way to target your customers directly and know what they think directly towards your product/service is to ask them directly through email marketing. Engage with them and ask questions that will help you understand their satisfaction level, their feedback and overall experience – in that way you will make each customer feel that you are.

3. Creating relationships, a personal one

What is CRM? It stands for Customer Relationship Management.
One way you can start creating a unique relationship with a customer is through personalizing your communication. When a customer feels there is added warmth in the communication, it improves their experience.
When you provide an accessible and easy way for your customers to contact your company, this also improves their experience. You can expand your communication via a variety of channels, including email, phone and website. Also provide them with the option to contact you through different departments, such as sales, marketing and customer service.CRM software enables you to capture all of these conversations over time; regardless of the channel they came from – it gives you access to the same information. You can use this information to give the customer a unique experience by addressing him by his name, or when he calls, knowing exactly what the issue is without having to ask him to repeat himself.

By personalizing your communication, you will see how your customers’ perception of your company starts to improve.

4. Knowing and offering what customers really want

Nowadays, customers have endless choices, with that competition is more difficult.
In order to win a customer you need to proactively offer, but make sure your offer is a product or a service that is relevant to them.
CRM helps you identify those needs and wants, provides you that information and knowledge of your customer’s need, which product they are interested in, have asked or have already bought. The issues and problems they may have had before and whether these were resolved, pending or ongoing – from there, you will be able to offer something better to them.
A history of your customer interaction recorded in a CRM system helps you to offer what they really want and not what you assume they want. There is a huge difference in that.

5. Providing attentive customer support

Customers nowadays are also very vocal towards their complaints towards a certain service or product. They often do not want to through the hassle in finding ways to raise a complain – they want it at the tip of their fingers. They prefer online communication when it comes to solving their problem and complains.
Unique customer experience also means that you offer help and support to your customers how and when they need it.
CRM helps you to offer just that to your customers, it helps you helps you ensure that no customer inquiry is lost, as each request is logged into a central system that can be accessed online. Once a customer sends in a request, you can set up the system to automatically send an email to inform the customer you have received it.

This way, all customer requests receive attention and don’t disappear causing you with a problem.

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5 Reasons Why Sales People Need CRM

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Why do salespeople need CRM? Closing a sale if highly critical, it involves a lot of steps, process and amount of time to nurture a lead before it becomes a deal.

The usual challenges salespeople face are:

1) Properly qualifying a lead (using time efficiently), timely follow-up on leads ( a minute lost can cause a lost lead).

2) Effective process in prioritizing sales activities.

CRM offers a lot of solution to these common problems the sales industry faces. CRM is a powerful tool that is able to handle another no less pressing issues. It provides the sales team with an ample amount of options to help them with their daily activities.

What help can CRM offer the sales team?

1. Enjoy a safe storage space

CRM helps salespeople to store their data safely. It provides a centralized data system where it is easy and safe to access – no more fear of losing that jotted down the number of your hot lead. The thing with CRM is, it does not simply provide you with the information of your clients but it associates activities, identify sales opportunities and help you schedule your next step in one place. You are able to see everything you will need in one place.

2. Planning and time-management solved

With the number of leads and other tasks at hand, it is very easy to miss out on something important. With CRM, you are able to prioritize task effectively and it helps you to make sure you do not miss out on any important tasks. The sales team is then able to spend more of their time pursuing a lead and closing a deal rather than spending time organizing task and paper works.

3. Reports in a swift!

Reporting is dreading. Sales team needs to be out in the field, nurturing leads and closing deals – with reports, this consumes a whole lot of their time. CRM helps the sales team to easily prepare their reports (daily, monthly and weekly). Automated reports provide a more error-free data – just a few clicks here and there, reports are ready.

4. Eyes on the target

CRM helps the sales team to identify and segregate and categorize leads. It is easy to sort out from multiple data and stay focused, they do not need to spend hours and hours in copy-pasting from various documents, going through a list of disorganized list of data.

5. Don’t miss out – stay up to date

CRM offers shared calendars, email integration, document templates, sheets – this helps the team to be able to share and work seamlessly. It is easier to share updates within the team and ensure no one misses out. This also allows for sales manager easier way to monitor the team’s progress.

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One Suite of Applications to Run Your Entire Business?

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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?

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Your Business on the go with Zoho CRM

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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.  

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Zoho Vs Salesforce – Which is Better for My Small Business

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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.
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The Ultimate CRM for Small Business / Start-ups

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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.

2. 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.

3. 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.

4. 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.

5. 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.


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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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