Author: Bobby Hill

11.18.21 05:10 PM Comment(s)

Zoho CRM Video Tip: Workflow Rules

In this video, you will learn about workflow rules and how to create them and set the conditions for the trigger.

Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating certain fields of a record when a rule is triggered.

The steps to create a workflow rule are divided into 4 parts

1.Go to Setup > Automation > Workflow Rules.

2.In the Workflow Rules page, click Create Rule.

3. In the Create New Rule pop-up, do the following:

o Select the Module to which the rule applies from the drop-down list.

o Enter the Rule Name and Description.

4.Click Next.

Workflow rules allow organizations to automate business activities based on a predefined rule being triggered.

For more Zoho help please feel free to contact us below.

DDS Memorial Day 2021 Message – Delta Data Services LLC

DDS Memorial Day 2021 Message

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05.26.21 01:21 PM Comment(s)

DDS Memorial Day 2021 Message and Discounts

Memorial Day is is a time for reflection on those who have made the ultimate sacrifice for their nation by laying down their lives to protect our nation’s freedoms and peace. But of course, Memorial Day is also a lot more for many of us. What is Memorial Day like for you? Is it a time of reflection and deep memories of those you have lost? Or is it a time of celebrating lives well lived or is it a time that marks the beginning of summer after a hard year of school for your kids? Memorial Day is a time for parades, backyard barbecues and a time to kickoff the summer months that have been hard earned through a tough winter but most importantly it is a time to remember the military.

Memorial Day is around the corner and we remember and celebrate the military who have passed away while serving on duty. At DDS, we honor and respect our fallen heroes wholeheartedly and those who continue to safeguard our lives, freedoms and peace both here and on other shores on this Memorial Day. Thank you to all of our heroes and their families who made the ultimate sacrifice.

This memorial day weekend we are so blessed to be able to spend the weekend with our children and family. So we want to offer you an impactful discount on our valuable servi ces. Avail this exclusive offer for Memorial Day.

Let’s dedicate the day to the sacrifices of our military and remember those whose efforts will never be forgotten.

Get 20% Discount Now

DDS Wishes Ebi A Very Happy Birthday 2021! – Delta Data Services LLC

DDS Wishes Ebi A Very Happy Birthday 2021!

11.24.21 06:53 PM Comment(s)

DDS Wishes Ebi A Very Happy Birthday 2021!

DDS is extremely joyous to wish our CEO, founder and fearless leader Ebitari Larsen a very Happy Birthday! November is unarguably a great time of year. Crisp air, changing leaves, holiday season upon us. Not only does Ebi have a November birthday, but this year a Thanksgiving birthday as well. 25 November marks Ebi’s birthday every year which has get us all in a celebration mood.

This day we thank Ebi for everything. Her rigorous efforts and team leadership has made the DDS excel and become a pioneer in software service provider in Long Beach area. Lets applaud for her commendable journey in DDS and how she grew the women-owned business in challenging circumstances. Cheers to the wisdom, leadership and principals of this wonderful woman of strength who influences everyone who meets her. She is a loving mother, a supportive wife, a caring pet-owner and an exceptional corporate leader.

On this special day, let’s take a look at Ebi’s photos enjoying some fun moments with her family.

We, at DDS wish you to celebrate all the amazing things that make you so special, not just on your special day, but on every day of the year! May your birthday bring a smile to your face, happiness to your heart and many blessings to your life. We wish you luck, happiness and riches today, tomorrow and beyond. We are blessed to have you as a strong leader and a speaker for social causes. Your acknowledgement for diversity and equality have not only won our hearts but also the faith and goodwill of our clients. May the success of your efforts yesterday be little compared to the feats you will achieve.

Happy Birthday Ebitari Larsen,

Team DDS

You can connect with Ebi on her social profiles and wish a Happy Birthday.

Here is Ebi’s birthday treat from DDS to you. 20% off on all services for entire month of November. Avail the discount till it lasts.

Here is a list of the fields that map between Forms and CRM.

Zoho One Tip: Internal Zoho Forms to CRM Lookup – Delta Data Services LLC

Zoho One Tip: Internal Zoho Forms to CRM Lookup

Delta Data Services

02.13.21 08:46 PM Comment(s)

Zoho One Tip: Internal Zoho Forms to CRM Lookup

Sometimes you have a form with labels that need to be very long or you want more sophisticated formatting for the form than you can achieve in CRM, then you should consider a Zoho Forms to CRM lookup. Please note, to be able to look up a record CRM from Forms, then the form needs to be used for internal purposes only. This means you will access the form with the internal link. Once you try to use the public link for the form, then the CRM lookup in Forms will become inactive.

Here are some examples of where the internal forms lookup can be useful:

A member management system where members will login using a company computer
An onboarding checklist where the items in the checklist are long, wordy descriptions that cannot fit into the size of a CRM custom field
A delivery confirmation form where the delivery agent us using a company mobile device to collect signatures of the receipt of the delivery

The key to this or any Forms to CRM (or other) integration is that the fields in Form and CRM must both exist for the data to flow from one application to the other. So the first step in this process is to create the fields you need in Forms and in CRM.

The next important key, is that, both matched fields in CRM and Forms must be in the same field type. So a drop down field in Forms matches with a pick list in CRM. Likewise, a number field in CRM matches with a number field in Forms. Likewise, Forms decision box goes with CRM checkbox. If the field type does not match, you will not be able to transfer data between the fields and therefore the systems. If you find that you are mapping your fields and the field you need doesn’t come up to be matched in Forms, check the format of the field; this may be the culprit.

In Zoho Forms, create a CRM Lookup field. When you set up the field, you have the option to connect the fields where you want to pull the answer from CRM at this point. Later on, we will send data back to CRM. However, at this point we are drawing data from CRM. This is helpful in the member management system for example, because it shows the staff if the member who is pulled up with the lookup field is an active member or not. This is just one use case for pulling data from CRM during the lookup.

Go to add a field from the Advanced Fields section of the Zoho Forms Builder.

Drag the Zoho CRM lookup field into the Builder.

Set up the Zoho CRM lookup field.

The next step is to integrate the data received in the form back to the CRM. After the form is filled in, the CRM record will be updated. To do this you will need to go to the ‘Integrations’ tab in Zoho Forms.

Please take note of the Upsert functionality shown at the bottom right of the figure. We’ll talk more about this functionality later.

In order to publish your form so it can be used, you want to use a private link for the Zoho CRM lookup field to work. Embed this link in a button on your website or send via email so it can be accessed on the computer or mobile device where you need it. To get this private link follow the instructions below.

All forms also have a public link, however, the Zoho CRM will not work on the public link. The Zoho CRM lookup is for internal purposes only. Only users with a Zoho Forms account such as through their Zoho One account will be able to access this private form. See the public link that won’t work for this use case below.

The best way to update records in CRM using the public link is to use the Upsert record functionality. So long as the public person filling in the forms enters the same email address that you have in the CRM, then the person’s record will get updated with form data using the Upsert record functionality shown two figures above.

Here’s an example of how the form can look on your website.

Clicking the Check In button in this use case results in the private form being loaded as in the figure below.

When a record is pulled up from the CRM, the form loads as in the following figure.

Enjoy your new Zoho One, Forms and CRM integration for internal purposes and let us know if we can help with your questions by clicking below.

Get Started Now with Zoho CRM and Forms

Schedule an Appointment to discuss Forms and CRM

Laserfiche: Paperless Human Resources Solution – Delta Data Services LLC

Laserfiche: Paperless Human Resources Solution

12.11.21 03:29 PM Comment(s)

Laserfiche: Paperless Human Resources Solution

Human Resources, is a department which entirely depends on document-driven processes. Therefore, it is quickly moving to ECM in past few years to cut the hassle of paperwork and storage. Records management is the practice of filing, retaining and destroying company records in accordance with government and industry regulations. Human Resources calls for regular records management due to a lot of paperwork involved in all processes.

More and more organizations have been replacing conventional face-to-face human resource management processes with electronic human resource management, E-HRM for short. It embraces e-recruitment and e-learning, the first fields of human resource management to make extensive use of web-based technology. Laserfiche facilitates the Human Resource function to create dynamic and operational capabilities and contributes greatly on HRM effectiveness. Almost all businesses now work on universal access to HR services through tech and web-based applications, dramatically changing the practice of human resource management. These changes often result from the need to cut costs and expand or improve services.

Laserfiche helps to:

• Streamline HR activities and decrease administrative processes.

• Reduce HR compliance costs.

• Compete effectively for global potential.

• Enhance service and access to data for the staff.

• Provide real-time metrics and statistics to for better decision-making.

Paperless office can be a competitive advantage to the organization and its top-level management. With Laserfiche, the empowerment of organizational staff to perform certain chosen HR functions unburden the HR department of these tasks, enabling HR team to focus less on the operational and more on the strategic elements of HR It has also helped lower HR department staffing levels as the administrative burden is lightened.

Zoho CRM Tip: The Contacts Tab (Part 1) – Delta Data Services LLC

Zoho CRM Tip: The Contacts Tab (Part 1)

12.04.21 03:59 PM Comment(s)

Zoho CRM Tip: The Contacts Tab (Part 1)

Contacts are different from Leads because Contacts are qualified. One qualifies a Contact because you have developed a relationship with them such as having a meeting them or you are ready to send them an estimate or an invoice; Estimates and Invoices cannot be sent to Leads. In Business-to-Consumer (B2C) scenarios, the Contact the person you would bill, whereas in Business-to-Business (B2B) you would create an Account for the entity and the Contacts would be the people in the entity. This means that a single Account can have multiple Contacts. The next section will cover how to deal with this.

The Contacts Tab:
The Contacts tab is very similar to the other tabs in functionality.

The main functional difference between the Contact and Account is that you can email a Contact, but you cannot email an Account.

The Contact profile:

Contract profile has call to action buttons in the top right corner. Here you can call and bsend an email to the contact.

When you click on "Send Email", an email pop-up will appear like below. Here you will add Subject and email body text. You can also choose from the saved templates.

Editing a Contact:

Here is what the Contact profile looks like in edit mode. Required fields are sidelined in red.

The most important function of the contacts module in Zoho CRM is that they can be used for both customers’ acquisitions as well as procurement of products from the vendors. Contacts can be related to an account as well as vendors according to your business process.

In this blog, we guided your through the basics of Contacts Tab of Zoho CRM, for more on Contacts Tabs, go through Zoho CRM Tip: The Contacts Tab (Part 2). Feel free to contact us for Zoho Help and schedule a free 1 hour session for better Zoho understanding.

Click Here to learn about our Member Management System on Zoho One

New Release: DDS Membership Management System – Delta Data Services LLC

New Release: DDS Membership Management System

Delta Data Services

01.24.20 12:48 AM Comment(s)

New Release: DDS Membership Management System

DEMO VIDEO

Launching!! Launching!!

Delta Data Services has recently Implemented an App for Membership Management!

Membership Management provides associations, clubs, and other membership organizations with the functionality they require to provide their services to their members. Delta Data Services has recently developed a Membership Management Application targeted towards organizations that manager their members such as boys and girls clubs, YMCA, and Rotary, Kiwanis and other business organizations etc.

Storing and editing member information in a database.
Creating, renewing, upgrading and downgrading memberships.
Communicating with members by email, social media, telephone or post.

Delta Data Services (DDS) integrated many innovative, upgraded workflows, automations, customizations and templates into this application – mainly to assist advisors manage organizational funds and client’s wealth. With DDS Membership Management System, comes a plethora of added customizations that works simultaneously to ensure that all parts of financial management are incorporated. DDS Membership Management System runs on Zoho One and includes applications such as:

Alerts: Receive email alerts for important reminders and new data in the system.

Client Portals: clients can keep track and manage their subscribed plans, payments, and invoices.
CRM Reports: critical reports to the organization staffs with data collected through the Check in and Check out process.

Zoho Forms: Members submit their data to CRM securely through the Zoho Forms section of the app, and they are linked.
Zoho Mail: see email associated to members and their household.

Zoho Sites: Access to the forms for the Check in and Check out process, Plan Subscriptions, and Subscription Portal.

Zoho Subscription: Provide access to the forms for the plan subscriptions and the ability to manage their subscriptions through.

Click here for Delta Data Services Member Management System Pricing

We greatly acknowledge that human resources matters are a critical aspect of managing a family or organization hence, our decision to build a platform that embeds all the important techniques that make up a comprehensive membership management approach.

Get a 1-Hour Free Consultation

DDS Calls for Equitable and Diverse Future for Women – Delta Data Services LLC

DDS Calls for Equitable and Diverse Future for Women

deltadataservices

03.09.21 12:21 AM Comment(s)

DDS Calls for Equitable and Diverse Future for Women

#BuyWomenOwned today! Buying women owned is one way to promote an equitable and diverse future for women. You know its important, so make it a priority in your buying decisions!

Here are some of my recommendations from my network. These are amazing women entrepreneurs. Contact them, and us, for your requirements from technology, to travel planning to coaching and project management, to financial services, printing, marketing, promotional materials, commercial and personal real estate, health and more!

Lisa Finn – Cruise Planners
Jelena Tamm – California Vacation Villas
Catherine Green – Greenway Marketing
Jennifer Anderson – Generous Success Coaching
Mirshika Scott – Project Management
Mu Zhang – Encore Awards
Rachel Florido – Fresh Prints Design
Katherine Anderson – Coastal Estates Staffing
Lisa Tran – Northwestern Mutual Financial Planner
Tina Louise Penn – Cloud Services Plus
Julie Vieillemaringe – ANR Asset Management Brokerage
Megan Marco – Stonington Natural Health Center
Katherine Forbes – The Well: A Center for Hope and Healing

You can also find more women business owners at WBENC certified woman business owner database.

We look forward to hearing from you!!

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DDS Celebrates Small Business Saturday 2021 – Delta Data Services LLC

DDS Celebrates Small Business Saturday 2021

11.28.21 08:57 AM Comment(s)

DDS Celebrates Small Business Saturday 2021 (Discount Coupon)

Saturday, November 27, 2021 is Small Business Saturday – a day to celebrate and support small businesses and startups for community building. This year, we know that small businesses need our support now more than ever as they navigate, reopen and recover from the effects of the coronavirus pandemic. This is the time to step out or go online shopping and shop local from the small business owner and what could be a better day than Small Business Saturday.

This is how you can make the most of Small Business Saturday:

• Offer freebies.

• Promote your story

• Find and/or host virtual Small Business Saturday events

• Launch social media and email marketing campaigns

• Update and optimize your small business website

• Focus on gaining repeat customers

• Get free Small Business promotional material – sample posters/social media resources

Consumers have been more than eager to jump on board and support their local small business community. Please join SBA and organizations across the country in supporting your local small businesses by shopping at a small business. Delta Data Services announces 30% off on all its services for Small Business Saturday (discount will last till Sunday) When we start work on Monday we will honor the request with the discount on your software project. Please refer the coupon below for to avail the discount.

Happy Shopping!