ZohoPartner's blog

What is Zoho Bigin?


Zoho Bigin is a CRM customer management system tool launched by Zoho specifically designed for small businesses. The platform integrates advanced features and smart tools to enable small businesses to manage their customer relationships more efficiently and intelligently. Different from traditional complex CRM systems, Zoho Bigin provides users with a more intuitive and flexible experience with its simple and easy-to-use interface and functions.


As we move into 2024, we are developing countless new features for Zoho Bigin Small CRM that will undoubtedly benefit your business.


Template messages in WhatsApp integration: Contact customers easily


By introducing message templates, you'll be able to initiate conversations with your customers and prospects more effectively. Share personalized messages, highlight new offers, market new products, and even share details about the orders they've placed. This enhancement will make your WhatsApp communications more comprehensive.

Learn about WhatsApp marketing features


Pipeline Licensing: Granting the Right Licensing to the Right People


Fine-tuned permissions capabilities give you greater control over what users can do in Bigin, improving data security and accuracy.


When you create a team pipeline, you can specify which permission levels are granted to which consumers. Administrators can manage the entire pipeline, members can access all records in the pipeline, participants can access their own or related records, and finally, requesters are not part of the pipeline but can add records to it. The requester can be an internal member of the organization, such as an employee making a time off request or filing a complaint, or an external member of the organization, such as a customer placing a new order or sharing feedback.

 

External shared pipeline records: Increase transparency by sharing customer requirement status


Your customer might have placed a new order, submitted a refund request, or requested support; whatever the case, you can create a record in the relevant pipeline to track its movement through the various stages. Wouldn’t it be great if your customers could track their needs too?


That's exactly what you can achieve with this sharing option. Select the information you want to share externally, generate a unique link, and share it with the contacts associated with that record. You can also allow customers to edit records, such as adding comments or uploading files.


Automate daily processes


To further expand the scope of Bigin automation capabilities, we are introducing stage automation, which allows you to set up actions that are automatically triggered when a record moves to a specific stage.


This feature automates repetitive and routine tasks that you would normally have to perform manually when recording is moved to another stage. These tasks can include sending emails, adding labels, creating new campaigns, and updating specific fields. All you have to do is set standards and define actions, and just like that, you'll be able to spend less time working!


Mobile application that supports Bigin Small CRM


We’re optimizing some of Bigin’s most popular and useful features for its mobile app. These include filters that locate contacts by specific criteria in seconds; a calendar view that makes it easy to schedule and view all your events; and signals that ensure you never miss an email, phone call, or social media message.


We’ve also worked on explaining how you can integrate Bigin with Shopify, a leading e-commerce platform, and QuickBooks, a popular financial management software.


Did we succeed in sparking your curiosity? Are you excited to try these features? We hope so, contact us to request a demo of Zoho Bigin or to learn more about Zoho products, we have even more offers and discounts!

Zoho Finance APPs include Zoho Books, Zoho Billing, Zoho Expense, Zoho Inventory and Zoho Invoice. Depending on the shape and size of the enterprise, Zoho Finance basically summarizes the financial software needed by the enterprise, from accounting, invoicing, and purchase, sale, and inventory management.

 

Zoho Books provides businesses with a comprehensive financial management solution. What makes it unique is its ease of use and flexibility, especially when it comes to invoicing.


financial operations software

 

Flexible and Easy To Operate


Zoho Books Online Accounting Software offers a simple and feature-rich platform. The software provides easy-to-understand dashboards so users can quickly get an overview of the status of their business. I highly recommend this tool to any financial professional.

 

Powerful Invoicing Function


First of all, please note that the invoicing here refers to a commercial transaction document used to provide customers with payment requirements for goods or services, rather than an electronic invoice in the traditional sense. Zoho does not directly integrate with tax systems.

 

In Zoho Books online accounting software, you can create an invoice in e-invoice format by including all the required fields mentioned in the e-invoice architecture. Upload your invoices directly to IRP with the click of a button. The invoicing process is very simple, users can easily add goods or services, set prices, and generate professional invoices. This is a huge advantage for businesses looking to increase the efficiency of their business.

 

Don’t Worry About Compliance Issues


With Zoho Books online accounting software, you no longer have to worry about tax compliance. Zoho Books strictly adheres to government tax invoicing requirements for all your e-invoices and prints the corresponding QR code and IRN in the invoice PDF for every transaction.

 

At the same time, Zoho Books also meets MTD requirements. A cornerstone of MTD is the ability to file VAT returns online. After recording all your business transactions in Zoho Books, you will be able to easily file VAT returns on a quarterly basis as required by HMRC. After filing your VAT return, you can record your VAT payments and refunds in Zoho Books.

 

Status Update Prompt


Zoho Books has a status list that will be updated at every stage of your e-invoicing process. It shows whether an invoice has been sent or notifies your team when an e-invoicing transaction fails or is cancelled. Always keeping your invoices updated means you can respond to changes faster and provide a better customer or supplier experience.

 

Financial Management Solution


Please remember that Zoho Books is a set of financial operations software, not just an electronic invoice (Invoice) software. As for the invoicing functionality we've been mentioning, Zoho's integration of Zoho Books, Zoho Billing and Zoho Invoice will enable businesses to manage customer transactions on a unified platform. This directly includes sending invoices, tracking payments, and instantly updating relevant financial records. Seamless transaction management helps improve productivity, reduce manual errors, and ensure financial data accuracy.

 

In addition, Zoho Books online accounting software can also be integrated with Zoho Inventory. Zoho Inventory is a powerful inventory management system that can help companies track inventory, process orders, manage supply chains, and provide real-time data analysis. Inventory is mostly used in retail or cross-border e-commerce industries. When Zoho Books meets Zoho Inventory, transactions between the two will be automatically synchronized. Through the integration, Zoho Books will update inventory information in real time based on data from Zoho Inventory. You can easily capture customer orders and supplier transactions in Books.

 

Zoho Books has always been at the forefront of helping companies digitally transform their financial operations while maintaining compliance. You can even find more extensions for Zoho Books, Zoho Billing, Zoho Expense, Zoho Inventory and Zoho Invoice in the market. Alternatively, you can find them in the integrations and marketplace settings of each of our apps. If you have any concerns or questions about Zoho Books financial operation software, send an email to [email protected] or contact a Zoho Partner to schedule a DEMO demonstration.

The Power of Zoho CRM Customization | Optimizes Business Processes

As a CRM (Customer Management System) solution provider, in 2024, we are committed to improving the CRM experience for everyone in your business, wanting to ensure that your business is fully equipped to handle any current or future challenges so that your team can focus on closing deals and building relationships. Zoho CRM actually offers a relatively complete solution, however, customization is a crucial step in realizing the full potential of Zoho CRM.

 

The Importance of CRM Customization


While Zoho CRM offers a wealth of features, the needs of every business are different. With the customization of Zoho CRM, you can match the system to the business exactly, but the higher the match rate, the more productive the work. The enhanced customer experience will create more sales opportunities.

 

Start Zoho CRM Customization Now!

 

Zoho CRM Customization Content


1. Customize modules and fields

Even if two companies run similar business processes, the exact same module fields may not apply. Custom modules and fields allow you to create specific data records based on your business needs, so you can better track and manage customer information.

 

2. Automate the process

Setting up automated processes and rules can save you a lot of time and effort. Zoho CRM allows you to automate certain actions based on specific criteria, such as sending emails, updating records, and even automatically assigning tasks.

 

3. Data analysis and reporting

Almost all of Zoho's applications are equipped with data analysis reporting modules. You can customize the format and content of the report according to your needs, and the advantage of this is that you only need to track the key metrics you want to track, and you do not need to see a dense layer of unrelated data, so that you can better understand the existing business situation.


4. CRM Integration

Zoho CRM is designed to integrate with other applications and services you use every day. We have special extensions for you to choose from or you can integrate with your existing systems to share data and automatically update it for further efficiency and accuracy. Or even if you don't see the extension you need? Create it! Zoho allows you to build your extensions for free, add them to our marketplace, and provide solutions whenever you need them.

 

5. Personalized Customization

With deep CRM customization, you can provide personalized service and experience to each customer. For example, by customizing different products and services according to customers' preferences and needs, and sending them personalized promotional messages and recommendations at appropriate times, thereby increasing customer satisfaction and loyalty.

 

For Zoho CRM Customiztion, we provide a professional technical team, including end-to-end project management services, which includes everything from consulting to customization to implementation. Our team of experts analyze your business needs in detail and take care of everything you need to build a CRM system tailored to your sales process.


Remember that a few years ago, WhatsAPP was still a chat tool for communication. But today, it has transformed into a powerful marketing channel with over 2 billion active users worldwide, offering huge potential for businesses to connect with their audiences in a direct, personalized, and highly engaging way.

 

Difference between WhatsApp and Email marketing

WhatsAPP marketing is not the same as email marketing. Zoho Campaigns is a very useful email marketing software that can create responsive designs, customize messages, send emails to inboxes, trigger automated workflows, and connect with new customers. But WhatsAPP marketing is to leverage WhatsApp's unique features to create personalized, engaging, and interactive experiences that are seen as a direct communication channel with your target audience.

 

What's WhatsApp Marketing?


WhatsApp Business was officially launched back in 2018, and it aims to provide features designed specifically for businesses, including company profiles, quick replies, tags, and automated messages. These features open the door to more complex marketing strategies, such as personalized campaigns, interactive content, and even chatbots.

To put it more simply, it's about using WhatsApp strategically to connect with customers and promote your business. It involves using features like direct messaging, group chats, rich media content, and automation to achieve your marketing goals.

 

How effective is WhatsApp marketing?


To give you an example, Tata CLiQ is an online marketplace that offers a variety of products, from international luxury brands to everyday essentials. Tata CLiQ wanted to connect with customers who signed up for updates on their website, but sending emails and text messages didn't work as well as they would like. People don't usually open these messages, and there's a limit to the types of content they can send. After trying various options, they developed a strong preference for WhatsApp. The platform's ability to personalize messaging based on browsing history, abandoned carts, and wishlists has yielded impressive results:

 

51% click-through rate

WhatsApp notifications trigger website visits that are 1.7 times more likely to be purchased

10x higher ROI compared to previous Diwali and Black Friday sales

This success stems from WhatsApp's widespread popularity around the world and its ability to deliver engaging and personalized content that goes beyond the limitations of text messaging.

 

WhatsApp Marketing AdvantagesPersonalize

Individuality is always the best advantage. WhatsAPP marketing can segment your customer base by demographics, interests, and purchase history, which enables you to tailor messages that resonate with individual needs. At the same time, mention the customer's name in the message to create a more personal atmosphere. Studies have shown that personalization can increase email open rates by 26% and may have a similar impact on WhatsApp communications.

 

Break the monotony of plain text

Include images, videos, GIFs, and even polls and quizzes in your messages. This breaks the monotony of plain text and encourages users to engage more actively. According to data, 84% of post-00s young people trust online reviews from strangers as much as they trust personal recommendations, so consider incorporating user-generated content into your messages to build trust and authenticity.

 

In addition to this, you can also encourage participation by hosting fun contests or giveaways. Most of the people who participate in brand-sponsored contests provide a great opportunity to generate excitement and gather valuable user data.

 

More technical support

Don't just bombard your customers with promotional messages, provide more helpful tips, tutorials, and industry insights related to your product or service. This will allow you to better build trust with your audience.

 

Use WhatsApp as a platform to address customer inquiries, resolve issues in a timely manner, and provide personalized support. This fosters positive brand perception and encourages repeat business. Almost all customers value the ability to message businesses directly, highlighting the importance of providing responsive customer service via WhatsApp.

 

Get started with WhatsApp marketing

To get started with WhatsApp marketing, the first step is to choose the right software for your eCommerce store. Zoho Marketing Automation marketing automation software tools are bundled with a complete set of solutions to meet the needs of online retailers.

 

How Marketing Automation Software Can Enhance WhatsApp Marketing


Increase productivity

Automate routine tasks, such as sending personalized messages, greetings, and reminders, allowing your team to focus more on strategic initiatives.

 

Scalability

Easily manage bulk messaging to large groups or groups, ensuring consistent communication and reaching a wider audience without the need for manual effort.

 

Available 24/7

With automated responses and chatbots, provide a consistent customer support experience even outside of business hours.

 

Personalization and targetingDynamic content

Leveraging customer data and personalizing messages by name, purchase history, and preferences can increase engagement and conversions.

 

Behavioral triggers

Trigger targeted messages based on specific customer behaviors, interests, or purchase history to deliver relevant content and offers at the right time.

 

Campaigns for specific market segments

Create and schedule targeted campaigns for different customer segments; Tailor your messaging and offers to their unique needs and expectations.

 

Data and analyticsUnified platform

Track and analyze WhatsApp marketing data, as well as other marketing channels, within the same platform to get a complete picture of campaign performance and customer interactions.

 

Detailed reports

Get in-depth reports on key metrics such as open rates, click-through rates, and conversion rates for data-driven decision-making and campaign optimization.

 

Identify trends and patterns

Leverage advanced analytics to identify patterns and trends in customer behavior, allowing you to refine your messaging and tailor your approach for better results.


Streamlined workflows and collaborationTeamwork

Assign tasks, track progress, and collaborate with team members within the marketing automation platform to ensure efficient communication and workflow management.

 

Comprehensive report

Generate comprehensive reports that combine data from a variety of marketing channels to facilitate efficient performance reviews and team communication.

 

Reduce errors

Automate routine tasks and eliminate manual processes to minimize the risk of human error and ensure consistent messaging across all channels.

 

Many small and medium-sized businesses are now looking for automation. But keep in mind that while automation brings tremendous benefits, it's critical to be human in your communications, comply with regulations, and continuously monitor and adjust your strategy based on data and customer feedback. Following these principles and making effective use of marketing automation software can enable your business to harness the full power of WhatsApp marketing and achieve significant results in today's dynamic digital world.

When it comes to new energy, everyone may first think of solar energy, wind energy and geothermal energy. Renewable energy has become the center of conversation around the world today. SHARC is a wastewater energy company whose goal is to build a more sustainable world, reducing CO2 emissions, energy costs and freshwater consumption. To achieve this goal, SHARC has been manufacturing and supplying thermal energy recovery systems.


Difficulties Faced by SHARC - Data Islands

Initially, SHARC relied entirely on MS Excel and Outlook, but the tedium and complexity of purely tabular implementations ran into endless trouble. They quickly needed a CRM system to help transform and scale their sales and marketing operations. SHARC Marketing and Directors quickly recognized the need for a long-term solution that could easily communicate with other tools.


According to their experience, the biggest difficulty faced by enterprises is "data silos", which makes all personnel inefficient and wastes enterprise time and opportunities. Data silos are essentially the phenomenon an organization faces when it deploys multiple software systems without a concrete way to connect them, and the company's people then become the glue that holds the information together.


ZOHO Partner


SHARC's goal is simple: digital transformation and high adoption. To achieve this goal, SHARC brought on board Spikra, a Zoho Premium Partner. Spikra is known as a "technology beacon" that guides companies in implementing Zoho CRM and developing unique use cases.


Having a partner you can talk to is crucial. Yuxuan Technology is ZOHO's partner in East China. We are determined to transform every request from our customers into a productive dialogue. Not just on a specific task, but showing an understanding of the larger whole we are trying to accomplish. If you want to know more about ZOHO products, you can contact us to make an appointment for a DEMO demonstration, or if you need implementation and development of ZOHO products, we can provide technical support.


CRM Customization A comprehensive system for capturing leads from multiple sources


SHARC's sales process begins with lead generation. Like many businesses, SHARC's website is a key source of leads, so they use a contact form created with Zoho Forms that potential customers can use to provide the necessary information and state their reason for contact, such as product information, investor relations , partnerships or other possibilities.

Zoho CRM can be customized with integration with Zoho Forms and these form entries are automatically pushed to the leads module in CRM. SHARC has also additionally configured a workflow rule that automatically adds investors to a special mailing list after they are contacted via the contact form and is sent internally when certain fields are selected in the form notify.


Likewise, integration between Zoho CRM and Zoho SalesIQ is also possible. This enables SHARC to import lead data from the website's chat box into the CRM and track their visit history. Other sources of lead generation included the company’s webinars, distributors, marketing events, and cold calls, for which the team chose to manually enter the data into the CRM.


Starting from this aspect, ZOHO premium partner Spikra takes one more step: When a potential customer leaves a voicemail, SHARC's phone system downloads the message as an audio file and emails it to Zoho Desk. By connecting Zoho Desk with Zoho CRM, these leads are automatically assigned to lead owners in the sales team based on the lead source and as per SHARC's assignment rules.


If you also need to implement this function, please contact us and ZOHO Partner will provide you with technical support.


Organized channel management for effective sales


Channel management has always been the focus of sales staff, and many of our customers want to know about CRM system channel management. SHARC's sales team uses the sales pipeline feature to nurture leads, qualify leads and ultimately close deals. Each stage is defined by certain criteria, such as the type of equipment the prospect is interested in and the industry the prospect belongs to, which determine how and when the prospect moves to the next stage. SHARC has implemented pipeline stages in the lead and deal modules, as well as multiple workflow rules that automate and accelerate the sales process.


Since the customer had previously used Outlook, ZOHO leveraged Zoho CRM's Microsoft Outlook plug-in to synchronize contacts in CRM and associate emails with leads, deals, and contacts.


Use blueprints to quickly improve process management


The big architecture behind the entire implementation of a blueprint. If your company has a technical team or personnel who are proficient in using blueprints, the daily optimization and implementation of the CRM system will be very convenient. Use the blueprint function to easily add requirements to simplify the process. For example, an original prospect goes through successive stages of marketing qualification, sales qualification, and finally technical qualification—where the team travels to the prospect's physical location to assess the feasibility of installing the equipment.


In collaboration with SHARC, we also implemented a blueprint for the trading module. Trades are typically assigned to dealers mapped in the Accounts module. The deal first goes through the design phase until it is finalized; once finalized, the deal is closed and the dealer is responsible for the estimate. The team leverages custom templates in the Quotation module to send quotes to customers directly from the CRM. Finally, get signatures easily with the ZOHO Sign product’s custom integration with your CRM.


Of course, if your company does not have corresponding operators, we can provide you with implementation services, please contact us.


More CRM Customization


Zoho Analytics & Zoho CRM

By integrating Analytic, a data analysis software application with Zoho Analytics and Zoho CRM, SHARC Energy built an interactive customer map on its website that provides website visitors with an overview of some of SHARC's customers. Through Analytis, you can easily obtain website information and perform web page SEO optimization.


Zoho CRM & Zoho Flow & Zoho Recurit

SHARC uses Zoho Flow to orchestrate various internal processes. For example, job seekers can use the contact form on the SHARC website to inquire about recent job openings. Since all submissions to this form are pushed directly into the CRM, the system automatically analyzes the submitted information. If the Interest field contains the term Career, a new record is created for the candidate in Zoho Recruit and the leads module in CRM is updated accordingly.


Zoho CRM & Zoho Project

Project is a project management software. When a record created in the deal module is won, it triggers a webhook that fetches the details of the record and checks if a project has been created for it in Zoho Projects. If the project reference is empty, a new project is automatically created using the information available in CRM. At the same time, an email is automatically sent to the technical team to notify them about the new project.


In the process of continuous cooperation and implementation, we continue to customize and optimize the ZOHO CRM system, and optimizing Zoho CRM has brought SHARC a competitive advantage. Since deploying Zoho CRM, SHARC Energy has seen a steady increase in system adoption over time, as well as significant improvements in sales leads and efficiency.


SHARC and Zoho are just the beginning of our cooperation, and we will continue to develop further in the future. Contact us if you too are planning to further explore more products in the Zoho One suite.



It’s time to switch from an ERP system to a human resource management system. Zoho People is a cloud-based online HRIS for small business that allows you to maintain employee database, manage employees and ensure consistency of all HR software processes. Streamline your HR operations today!


Benefits of Zoho People


We compiled user feedback and identified the major functional advantages of Zoho People.

 

Simple to develop and use human resource management system


Zoho People is a very complete HRIS System, covering everything from employee onboarding to attendance management to performance systems and training and learning. People records all the information of company employees, facilitates HR's daily monitoring, and has a daily check-in function (you can even develop new unique functions to meet your needs, know that we have technical development support). It is worth mentioning that Zoho People can manage and share all human resources documents, and the management and export of files are very safe and fast.

 

Integrated functions of Zoho People

If you are a loyal Zoho user, you will find that Zoho's application software integration functions are very powerful, and the expanded integration list also provides greater flexibility. Zoho People is a Cloud based HRMS. The scalability of Zoho People is especially beneficial for small organizations since it enables for smooth expansion and adaptability as the organization evolves. (such as the Zoho One suite group, which covers almost all the functions you need) Zoho One integrates our invoices and customer data Storage, sales and marketing tools and expense management and internal communication with team members.

 

Friendly user interface

Most customers praise Zoho People's user interface. The UI of Zoho people is very rich, which facilitates user navigation. This also gives the application a very nice look and feel. If you need to search for details, the UI provides convenience and it even makes it easy to add time logs and submit timesheets on a daily basis.Its sophisticated features include application tracking for effective recruiting procedures, onboarding tools to help new recruits adjust, and self-service portals for both employees and supervisors.


human resource management system

 

Competitors of Zoho People


Considering Zoho People but want to know more about other HR management software? We can briefly introduce you to some Zoho People alternatives.They all provide good HR solutions.

 

UKG Pro Workforce Management

Workforce Central is the clear leader in the time and attendance industry. You can use this product to train new employees, process payroll and even recruit new employees. UKG Pro Workforce Management is also a great human resources platform, but some customers have reported that its report analysis capabilities are not excellent enough and sometimes the format is very poor.

 

ADP Time & Attendance

ADP Attendance is a powerful product and service. As its name suggests, ADP has excellent performance in time tracking for attendance management. But the interface of ADP changes frequently, which is a headache.

 

Rippling

This is a Hrms that has very high reviews. In addition to providing the necessary functionality, the extension on Chrome is also a plus. If you are interested in Rippling, you can learn more about its price.

 

Zoho People HR Solutions Pricing


How much does such an excellent HR management tool for an organization cost? This is the price from the official Zoho website. If you want to get discounts or learn more about HRIS Systems and HR Solutions, please contact us!


zoho people pricing

What is Email Marketing Automation?


Maybe you haven’t survived Email Marketing Automation? Then you may have heard of EDM. EDM is the abbreviation of Email Direct Marketing, referred to as email marketing. It is a direct marketing method that uses email to conduct commercial communication with audience customers. Email Marketing Platform aims to make the EDM process more efficient to achieve the goals of promoting sales, increasing conversion rates, finding potential customers, etc.

 

How to Compare B2B Email Marketing Platforms?


At present, there are many email marketing platforms on the market, and their prices vary. Here are a few key factors to consider when choosing and comparing B2B email marketing platforms.


compare email marketing

 

Zoho Campaigns Advantages


Zoho Campaigns is an email marketing solution designed to drive sales. Its purpose is to help build and manage your customer base by creating, sending, tracking and measuring email marketing campaigns. If you're already a Zoho user, then as you'd expect, Campaigns is tightly integrated with Zoho's other business products, whether it's Zoho CRM or Zoho Suit. It makes your management very easy.

 

Well, if you haven't come into contact with the Zoho platform, then maybe the following advantages of Zoho Campaigns will attract you.

 

Well-designed events and marketing tools


Advanced segmentation options are available in Zoho Campaigns email marketing systems, allowing organizations to group their audience based on demographics, activity, and preferences.

 

In addition, Zoho Campaigns also provides personalized customization services. I believe this will definitely attract you. Data is used by modern email marketing platforms to provide highly customized content, such as product suggestions, dynamic content blocks, and targeted offers. Personalization not only increases engagement but also helps to strengthen the brand-customer connection.

 

Zoho Campaigns integrates with CRM


The reason why most B2B companies use Email Marketing Platform is to convert more potential customers into effective customers. In Zoho Campaigns, you can add contacts manually or import contacts from an Excel spreadsheet. Customer relationship management tools (CRM) are synchronized with other software connected to your Campaigns account. Campaigns not only integrates with Zoho CRM, but also works with well-known vendors such as Google.

 

zoho campaigns integration

 

Reporting and analysis


Zoho Campaigns has strong reporting features. Strong analytics are essential for understanding the outcomes of your email marketing. Businesses may analyze the performance of their email marketing efforts using features such as open rates, click-through rates, conversion tracking, and A/B testing.


Of course, Zoho Campains also has some minor drawbacks. Compared with its competitors of the same type, such as Campaigner, Hubspot, and Mailchimp, its price is not particularly cost-effective for small businesses that are trying email marketing for the first time.

 

Zoho Campaigns Pricing


Zoho Campaigns has a free version that lets you send 6,000 emails per month to up to 2,000 subscribers. When your number of subscribers exceeds the number, you need to enable the basic plan or even the enterprise plan of Campaigns. Like Mailchimp, Zoho Campaigns is an email marketing platform based on subscribers rather than volume.If you have a significant number of customers, you may request a price for a customized high-capacity package.

 

Learn More About Zoho Campaigns Pricing

 

When you start building a marketing campaign


Zoho offers a range of email campaign templates and designs, including recurring newsletters, A/B testing, survey campaigns, and e-commerce campaigns.Many newcomers may be confused by spam restrictions, therefore Zoho Campaigns takes extra precautions to guarantee you don't get identified as a spammer. Doesn't it sound good?


crm email marketing

 

To set up an email campaign from scratch, you'll first need to enter your company name, address, and phone number, all of which will appear in the footer of your email. (Of course, you can also edit and use existing or imported new templates.) During the setup process, you can freely choose the email type (HTML and plain text). As long as you have used it, you will find Zoho Campaigns’ email generator and template editor. The tool is very easy to use. Website links, email addresses, files, and more can be included in emails.


zoho compaigns templates

 

Marketing Automation


Marketing automation is more than just email marketing campaigns. Marketing automation is an inevitable trend in contemporary sales. Zoho also offers this feature – Zoho Marketing Automation. Zoho Marketing Automation is a multi-channel software solution that accurately delivers the most relevant and tailored messages to your prospects.

 

As mentioned above, Zoho Campaigns has its advantages and disadvantages. After all, there are many other leading products in the email marketing market. But if you have already chosen Zoho solutions, it is highly recommended that you try Zoho Campaigns! Or you can try our comprehensive solution Zoho Marketing Automation, which is definitely a good choice!


Integration of team collaboration and productivity technologies has become a critical aspect in corporate success in today's digital age. Microsoft Office has long been the dominant force in corporate workplaces, and Microsoft Teams, which is part of it, has emerged as the primary platform for team communication. The success of Zoho is due to its robust and comprehensive ecosystem. The Zoho platform provides a diverse set of apps to meet a variety of company requirements. Businesses benefit from a more effective and smooth workflow when Zoho is linked with Microsoft Teams.

 

Advantages of Office 365 Teams


Teams, which is part of Microsoft Office, is noted for its ability to combine Office products as well as third-party apps. It includes features like as chat, conferencing, and file sharing, as well as serving as an integrated platform that allows users to easily access Office documents and other programs. Because of its strong integration with other Office components, Teams is one of the most important tools for workplace team communication.

 

zoho crm office 365 integration

 

Office 365 Zoho Integration


1. Benefits of Zoho and Teams Integration

Office Teams' strength comes in its adaptability, since it can be used for chatting, conferencing, file sharing, and connecting with other programs. The ZOHO ecosystem's product integrity includes customer relationship management (CRM), project management (Project), document collaboration (Office), human resources (People), and other areas. The combination of Zoho and Teams gives more complete business support for both platforms.


Benefits of Zoho Teams Integration

 

2. Easy access to improve productivity

Integrating ZOHO applications into Office Teams provides users with a seamless experience. Users may access and use ZOHO's different capabilities directly on the Teams platform without switching windows or programs, saving time and energy. Sales teams, for example, may simply manage client information and follow up on sales possibilities by integrating Zoho CRM in Teams.


640 (2).png

 

 

3. Communication and collaboration

Office 365 Zoho integration creates a more robust collaborative environment for Teams users. Within Teams, team members may share project progress in Zoho Projects, collaborate on modifying files in Zoho Docs, and immediately interact and discuss using the Teams communication tool. This type of connection considerably facilitates team communication while keeping all work information centralized and traceable.


640.jpg

 

4. Intelligent data analysis and integration

Every platform has its own set of advantages and disadvantages. Although you may prefer Zoho's strong analytical tools, it is difficult to give up Office's data integration. The combination of Zoho and Teams breathes fresh life into everything. Users may utilize Zoho's sophisticated data analysis capabilities by integrating Zoho Analytics into Teams to conduct in-depth study of company data and communicate the results directly with team members to better assist decision-making and business development.

 

Zoho X Teams Reliable Enough


1. Seamless connection

Integration of Zoho software products with Teams necessitates the use of a strong and dependable communication bridge. Our technical team maintains a seamless link between the two via suitable APIs and plug-ins, allowing users to effortlessly access and use Zoho's numerous functionalities.

 

2. User engagement

Our primary objective has always been to provide the best possible user experience. It is vital to guarantee that the experience of using Zoho apps in Teams is consistent with the experience of using Zoho applications in the original Zoho environment so that users can get started fast, so don't be concerned about the inconvenience of running Zoho software from Teams. Trust us when we say that Zoho X Teams will significantly increase your work efficiency!

 

3. Safety and privacy

Even if you use Zoho's interaction with Teams, you don't have to be concerned about data security. We have always thought that safeguarding data security and privacy is critical. To secure data, appropriate security measures must be implemented, including encryption and rights management throughout information transit and storage.

 

We will continue to advocate for more integration between Zoho and Teams in 2024. The collaboration between Zoho and Microsoft Office will continue to provide more integrated solutions to businesses while also introducing new opportunities to the developing digital corporate environment. You may expect more Zoho applications to be integrated in the future. The various demands of various sectors are our driving force!

Zoho Mail is a very popular email software on the market. As a comprehensive, flexible and free version of the email service, it is not just a simple email software, sending emails is just one of its introductory functions. Zoho Mail also offers users the possibility to integrate with various applications and services, thereby enhancing its usefulness and convenience.

 

Zoho Mail & WordPress


Nowadays, most businesses will set up a website to display their products, customer reviews, discounts, etc. in the digital space. In order to meet the website hosting needs, WordPress has become the preferred website building tool for many customers. WordPress is completely free and it’s definitely a perfect solution. Zoho Mail allows you to get your own domain name. Don’t underestimate this domain name, a custom email domain for your business can build credibility with potential customers. This email client also offers best-in-class privacy tools to facilitate secure sending of emails.

 

When you integrate WordPress with Zoho Mail, you will find some special conveniences. For example, Zoho Mail automatically sends an email every time you publish a new article on your website. For many startups, visibility can be a key factor in staying ahead of the competition. Take advantage of this integration to easily communicate with your customers, readers, or subscribers through your WordPress website to drive engagement and stay connected.

 

Let me tell you secretly, when someone registers for your website, this extension will also proactively send personalized emails. Doesn’t it sound great?

 

eWidget & Zoho Mail


Bulk email is an important feature that cannot be ignored. The integration of eWidget with Zoho Mail makes it easy to create email marketing campaigns using existing information. Through the bulk sending function, users can send an email to multiple recipients, manage the recipient list, and track the delivery of the email. This is great for promotional events, team notifications, and customer bulk emails.

 

Powerful Email Marketing Campaign Features: B2B Email Marketing Platform | EDM Zoho Campings

zoho campaigns


DocuSign & Zoho Mail


When you draft an agreement and need to send it via email, you'll be pleased with DocuSign's extended functionality. DocuSign's tight integration with Zoho Mail means users can access DocuSign's electronic signature capabilities directly from the email service. This integration simplifies the process of signing documents. Users can complete document signing and management without leaving the email interface, greatly improving efficiency.

 

Google Calendar & Zoho Mail


Zoho Mail can integrate with Google Calendar and Contacts. This feature allows users to view and manage events in Google Calendar and access Google contacts directly in the email interface, creating a very complete work experience for customers.

 

Asana & Zoho Mail


If you have project management needs, then Asana's extension will help you. Whenever she receives an email from a customer, she can turn it into a Project without leaving the email page. The Asana extension populates itself based on the subject line and content of the email. Asana will remind you when projects are due, so you can focus on your work.

 

If you have a strong need for project managementZoho Project: Creative Project Management Software


 zoho projects


Zoom & Zoho Mail


When it comes to video conferencing calls, Zoom may be the first choice for many people. Customer calls are extremely valuable in keeping them updated on the progress of the project. Zoho Mail's Zoom integration allows users to schedule and manage Zoom meetings within the mail interface. Users can create meetings, invite participants, and even view and manage schedules directly from email. This integration simplifies the meeting management process and enables users to confer and communicate remotely more efficiently.

 

Slack & Zoho Mail


Slack actually provides a channel for all personnel to communicate. The Slack extension for Zoho Mail enables users to connect to their Slack team directly within the mail interface. This makes it easier for users to switch between email and Slack to stay connected and collaborate with their teams instantly.

 

Evernote & Zoho Mail


Evernote's extension makes it easy for users to save email content directly into their Evernote notebooks. With just one tap, your email content populates into Evernote. This saves customers a lot of time and allows them to quickly save and organize important information, greatly improving the convenience and flexibility of information management.

 

Zoho Mail's extension features are rich and diverse, and you can discover more unique features through your use. We are also working hard to develop Zoho Mail into a centralized management and efficient communication solution. Of course, Zoho Mail's extended functions cannot implement complex functions. If you want to inquire about other requirements, please contact us!

Maybe You Know About Low Code Platform?


A visual approach to software development is referred to as low code development. The low code development platform is nothing more than an application platform for designing, building, and operating any business program you want. It facilitates development by utilizing a drag-and-drop interface, pre-built templates, and reusable components. This method eliminates the requirement for programming skills and enables you to construct functioning apps rapidly even if you are not a professional developer.

 

Advantages of Low Code Platforms


Increase your efficiency and production

The most significant advantage of low-code platforms is that you may freely construct applications even if you are not a "code farmer." Users can adapt to market changes faster using low-code development platforms since they can construct apps faster than previous approaches.

 

Reduce Expenses

Improving efficiency and lowering expenses are inextricably linked. Because it requires little or no code, low-code development may dramatically lower the cost of application development and design, saving a large amount of development resources.

 

Better Adaptability

Low Code platforms do this through the use of visual drag-and-drop tools or a little amount of code. This allows for a great degree of customization, allowing enterprises to build apps to their individual requirements.

 

Looking For Low Code?The Right Solution For Your Organization?

 

How Do I Pick the Best Low Code Platform?


There are several low code platforms on the market, making it difficult to select the appropriate low-code platform for your firm. We provide some framework recommendations for this.

 

Consider Cost-effectiveness

Because most firms are budget-constrained, pricing is always the most crucial consideration to consider when selecting a low-code platform. The number of applications that can be developed, the number of users who can access the application, the type of support provided, the number of integrations that the built application can take advantage of, and the number of platform-specific applications are all factors in typical pricing.

 

The more features you desire, obviously, the more you'll have to spend. As a result, it's critical to use caution when comparing low-code platform price.So, before buying a low-code platform, understand exactly what features you need.

 

Determine The Degree of Difficulty

It is critical to assess how simple a low-code platform is to use. The primary reason we chose a low-code operating platform is to increase efficiency. Some platforms on the market mix local computer installation with networking, which implies that software and a browser must be installed on the computer in order to access their web-based platform for development.

 

What Platforms Does It Support?

Don't disregard this problem! If you want your application to be available to everyone, make sure the low-code platform you chose supports all platforms. Some low-code platforms are only available for major platforms including Web, Windows, Mac, iOS, and Android.

 

Differences Between Low Code and No Code


Before we go over the various low-code platforms, let's go over the distinctions between low-code and no-code. Simply said, no-code platforms decompose many actions into code chunks that machines can readily read and comprehend. That is, with a no-code platform, no programming experience is required.

 

The platform's most serious shortcoming is clearly evident. When your requirements are more sophisticated, no-code cannot assist you. For example, if you want to route users with varying levels of satisfaction to different teams for further action, conditionally trigger responses, add users to different nurture processes, or even push feedback data to your CRM, a no-code platform is not the best option.

 

Best Low Code Platform 2023


The true power of Zoho CRM, which has become the backbone of many enterprises' customer-centric strategies, lies in its ability to continuously evolve through its secondary development and low-code platform Zoho Creator.

 

Advantages of Zoho Creator


Many functionalities are available in Zoho Creator for quick application prototype and development.

 

  • Among these is the Creator's unique IDE, which allows you to freely drag and drop code blocks to construct scripts. All you have to do is drag & drop the code block into the script and input the variables, which is quite handy, right?


  • Ceator also supports one-click deployment to Web, iOS, and Android.


  • Management of the entire application lifetime. This functionality enables you to manage the whole lifespan of your application, from conception to deployment.


  • The Zoho One suite bundle includes Creator. It works with over 600 different applications, including Zoho's own suite of more than 50. The presence of Creator expands the capabilities of Zoho apps.

 

Zoho Creator vs. Other Competitors


We have thoughtfully prepared a table for you so that you can intuitively see what Zoho Creator and its competitors can achieve.


zoho creator competitors

 

 

Zoho Creator Pricing


So, let's talk about what's on many businesses' minds right now. Every Zoho application, not just Zoho Creator, offers a flexible per-user price plan. This opens the door for small firms or organizations to consider Zoho.We have four plans: Standard, Professional, Enterprise, and Flex.Standard plans start at $8/user/month (billed annually) or $12/user/month (billed monthly).


zoho creator pricing


 

Look, if your needs require additional customization, or if you have any questions about Zoho Creator, please contact us.We are Zoho Premium Partner, and here you can even get extra discounts!


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