Category: Zoho CRM Tip

Zoho CRM Tip: Reports – Delta Data Services LLC

Zoho CRM Tip: Reports

10.27.21 11:33 AM Comment(s)

Zoho CRM Tip: Reports

Zoho CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho CRM, standard reports are provided in various modules, which can be either used as it is or customized further as per your business requirements.

There are various reports that are already set up as default in Zoho. Your supervisors may be requesting more reports to track the items they are interested in such as the amount of Activity on Leads and things like that. You can also make your own reports. They are created in a similar way to views but are more flexible because you can combine more than one module together. The reports will become most useful when your supervisors create the reports, they are interested in. You can track those reports and even schedule them to be delivered to you via email. You can keep track of your progress on your supervisor’s reports.

Creating a Report :

Click the Reports tab.
In the Reports Home page, click Create Report.
.
In the Create Report page, do the following:
page, do the following:
- Select the primary module from the drop-down list.
- Select the cross-functional modules from the Related Modules list box.
  
  You can use the fields from the Related Modules in defining the criteria, in adding columns in your report and select columns to total.
Click Continue.

Go to this folder called ‘Scheduled Reports’ to schedule the reports to be emailed to you on a regular schedule.

Click on the ‘New Report’ button on top right corner to set up a new Report Schedule.

Opening a Report :

Open a report. You can export it to Excel, CSV or PDF. You can edit the report by clicking the Edit button.

You can filter the report based on any date in the report modules.

For more Zoho CRM Tips, stay tuned to our blog section. You can also contact us to schedule a free 1 hour session.

Zoho CRM Video Tip: Working With Email Templates (Part 2) – Delta Data Services LLC

Zoho CRM Video Tip: Working With Email Templates (Part 2)

Learn more about Email Templates (Part 2)

01.11.20 02:14 AM Comment(s)

Zoho CRM Video Tip: Working With Email Templates (Part 2)

This video blog continues from the previous video blog and is explaining the features of the email template in Zoho CRM. In the first blog we show you where to find the email templates. In this blog we show you more of the features of the email templates. In the following video we describe the rest of the drag and drop features of the email templates in CRM including:

IMAGE
SPACERS
IMAGE and TEXT
BUTTONS
COLUMNS

Tip: this is part 2 of Zoho CRM Video Tip: Working with Email Templates video blog series.

Click here to go the Zoho CRM Video Tip: Working with Email Templates (Part 1)

Click here to go the Zoho CRM Video Tip: Working with Email Templates (Part 3)

Schedule a Free 1-hour session for help with Zoho CRM Email Templates

Zoho CRM Video Tip: Hiding and Rearrange Modules For Better Workflow Functionality – Delta Data Services LLC

Zoho CRM Video Tip: Hiding and Rearrange Modules For Better Workflow Functionality

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11.20.18 05:52 PM Comment(s)

Zoho CRM Video Tip: Hiding and Rearrange Modules For Better Workflow Functionality

You can watch our series of Zoho CRM tip videos on our YouTube Chanel. This video covers a method where you learn how and why to hide and rearrange modules. Check it down below and don’t forget to subscribe!

Zoho CRM Tip: Creating Activities (Tasks, Events and Calls) from the Contacts Tab – Delta Data Services LLC

Zoho CRM Tip: Creating Activities (Tasks, Events and Calls) from the Contacts Tab

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09.11.21 12:34 PM Comment(s)

Zoho CRM Tip: Creating Activities (Tasks, Events and Calls) from the Contacts Tab

The fastest way to create an Activity is from the Quick Links in any tab. It is always best to make related records from within the related record, as this will populate the related record with the related record information for you. Your supervisors want you use all three of the types of Activities and associate them to Leads, Potentials, Contacts and Accounts.

There are three types of Activities:

◉Events – have a start and end time. They are for

⊛ Appointments – physical meeting somewhere, dinner, demonstration

◉Calls – These note the time of the call. They are for

⊛ Outbound calls

⊛ Inbound calls

◉Tasks – have a due date and status. These are for:

⊛

Creating a reminder to set an event. Tasks turn into Events.

Use all three Activity types according to the directions shown below.

⊛

Create a new Task, Event or Call with the Related List action ‘+ New Task/Event/Call’

Create a Task:

This is what a task looks like in edit mode.

It is best to make the Tasks, Events and Calls from within the Lead, Potential, Contact or Account and not from the Activities module because when you make the Activities from the module you want it related to, CRM auto populates fields like the Lead, Contact and Account Names for you and you do not have to search for them.

Ensure to enter good notes on your Activities. If you cannot save, ensure all required fields, including Description, are filled in.

This is what the Task profile looks like:

As shown above, click on the subject for a dropdown menu to choose from. See the dropdown menu below.

The Contact and Account are auto populated by creating the Call from the Account module.

Create an Event/Meeting:

This is what an Event looks like in edit mode. You have to ‘Add more details’ to see the Description and Account are populated.

You can add Participants to the Meeting/Events and they will be sent an invitation to add the Event to their calendar. Contact and Account are auto populated if you create the Event from inside the Contact.

Creating a Call:

This is what a Call looks like in Edit mode. You can note that the Account and Contact are auto populated if you create the Event from inside the Contact.

Scroll down to see the Call Purpose and Call Agenda

For more Zoho Tips, stay tuned to our blog updates and learn Zoho in depth. These Zoho tips will walk you through different features of Zoho and will help you get the best business management and sales process experience. In the meantime, contact us for your Zoho CRM customization support by clicking the button below!

Zoho CRM Tip: The Contact Tab (Part 2) – Delta Data Services LLC

Zoho CRM Tip: The Contact Tab (Part 2)

12.04.21 03:58 PM Comment(s)

Zoho CRM Tip: The Contact Tab (Part 2)

This is part 2 of the Contacts Tab blog. In part 1 of the Contact Tab we walked you through the basics of Contact tab, Contact profile and how to edit the Contact. Here we will elaborate Multiple Contacts in Single Account, how to select the Account for the Contact and see Contacts as Related List in the Account Profile,

Multiple Contacts, Single Account:

When you select the Account Name from the pick list in a Contact profile, it associates the Contact to that Account. From then on, scrolling down below the Account information will show the related list of Contacts and this will show all the non-Primary Contacts in that Account.

When you pick the Account name be sure it does not exist because typing the name in the field creates a new Account which creates a duplicate.

Choose Account:

This is what a pop-up looks like when you click the lookup on Account

Use the search functionality to narrow down the options and find the record you are searching for.

You have to click the magnifying glass for the search to run.

Contacts as Related List to Account:
This is what it looks like when you scroll down past the Account profile in the Account and see all the related Contacts. This is called a Related List. Keep scrolling and you will see other related lists like Emails, Open and Closed Activities, Products etc.

To quickly get to the Related List you want, click on the List on the left-hand side of the screen.

You can add the new Contact, by clicking the "+" sign on both locations.

For more Zoho CRM Tip, stay tuned to our blogs. We cover all the basics of Zoho CRM from the beginner level moving to the advanced level. For one-on-one Zoho help you contact us below and schedule a free session. For video tutorials visit our YouTube channel.

Zoho CRM Video Tip: Set Up Email Templates (Part 3) – Delta Data Services LLC

Zoho CRM Video Tip: Set Up Email Templates (Part 3)

Learn more about Email Templates (Part 3)

09.09.20 11:13 PM Comment(s)

Zoho CRM Video Tip: Set Up Email Templates (Part 3)

In the previous Email Templates Part 1 and Part 2, we have shown you all of the features of the Email Templates in Zoho CRM. Since you have understood everything about the Drag-and-Drop Technology tool and Elements, you will be able to know how to make your own email templates.

In this Zoho CRM Video Tip – Set Up Email Templates Part 3, we will show you how to use your email templates, how to insert, and how to send them to your Leads and Contacts. The topics include:

Individual Emails
Bulk Emails
SalesInbox
Email Notifications
Workflow Alerts

Tip: this is part 3 of Zoho CRM Video Tip: Working with Email Templates video blog series.

Click here to go the Zoho CRM Video Tip: Working with Email Templates (Part 1)

Click here to go the Zoho CRM Video Tip: Working with Email Templates (Part 2)

Schedule a Free 1-hour session for help with Zoho CRM Email Templates

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.

The Must-Have Tools for Remote Office Work – Delta Data Services LLC

The Must-Have Tools for Remote Office Work

02.24.22 03:22 PM Comment(s)

The Must-Have Tools for Remote Office Work

As we see a hike in remote work during the pandemic phase, there is a substantial growth in the demand of virtual office software. The need for remote work tools becomes more evident. How can your team enhance communication, handle projects efficiently, and update tasks quickly when each team member is based in a different time zone?

The solution is remote work tools.

Document and File Editing
If you’re going to be working on projects together, you need the ability to edit documents together. Online cloud storage software Google Docs and Zoho Writer provide the ability to edit the documents online and auto-saves the edit history.

Shared Cloud Storage
Staff needs access to all the work created by team members at any time. Zoho WorkDrive gives you the access to shared storage to collaborate across an office or across a country.

Client Record and Lead Management
Staff needs one platform to upload leads and client’s data for quick access. Zoho CRM bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform.

Communication Tools
Zoho Cliq keeps your team linked on any device, anywhere. It’s a rich text and video chat tool that keeps everyone connected and updated.

Shared Project Management
Zoho Projects configures intranet based functionality to track work and provide feedback at all stages of development. With a Trello-style Kaban board, teams can manage task priority and assignment.

For more help, feel free to contact us and schedule a free 1 hour session for corporate solutions.

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

Zoho One Tip: Internal Zoho Forms to CRM Lookup