Category: Zoho One Tip

Zoho One Tip: Introduction to Zoho Campaigns

08.07.22 04:48 PM Comment(s)

Zoho One Tip: Introduction to Zoho Campaigns

Zoho Campaigns is an email marketing automation product that helps you reach your subscribers with the right message at the right time. You can create beautiful emails in minutes using the pre-designed templates, layouts, and the drag-and-drop editor. Once you sign up to Zoho Campaigns account, you need to add your company and personal information. You can also send invites to other users to create an account with Zoho Campaigns.

Click Email Campaign

Add Campaign Name, Subject and Preheader. Then Click Save.

Add Email Recipients and Sender. Then Click Create Content.

Choose Basic Templates.

Click Blank Template.

Drag and Drop Elements from Left into the Email.

Click Preview and Test to Test the Email. Once Done, Click Proceed.

You can Send immediately or Schedule for later.

For more Zoho Campaigns Tips, stay tuned to our Zoho One Tips.

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.

Schedule a Free 1-hour session with Zoho CRM Modules and Workflows

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

Delta Data Services

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 One Tip: Zoho Forms Integration with Zoho CRM

06.20.22 09:03 AM Comment(s)

Zoho One Tip: Zoho Forms Integration with Zoho CRM

If you are looking to automate the process of adding data to your Zoho CRM modules, you can use the Zoho Forms – Zoho CRM integration. With this integration, you can map the form entries directly into Zoho CRM modules.

By integrating Zoho Forms with Zoho CRM, you can do the following:

Pre-fill your form with data from Zoho CRM.
Form submission data is mapped into Zoho CRM.
Data is sent between Zoho Forms and Zoho CRM via a two-way sync.

Step 1 – Create a form

Using Zoho Forms you can create a new form from scratch or choose from the available templates.
Go to: and start building your form.

See also: I ntroduction to Zoho Forms.

Step 2 – Fill the form

Drag and drop fields into the form.

Step 3 – Move to Integrations Page

Once the form is ready with the required fields, click ‘Integrations’ at the top.

Step 4 – Click Integrate

Now click on the button, "Integrate’ to integrate Zoho Form Entries to Zoho CRM.

Step 5 – Check the Organization

If you have multiple Zoho CRM Organization, then you can select from the drop down menu.

Step 6 – Do Field Mapping

Select the Module you would like to map the fields in.

Then map the fields from Zoho CRM to Zoho Forms.

Add more Fields with + sign.

Step 7 – Click Integrate

Scroll down to find more options for integration. In the Actions section, you will find, advanced integration like Upsert Record, Tag Record and Approval. Choose the required option (if any) and click ‘Integrate’ button at the bottom to complete the Integration.

Now the Zoho Form is integrated with Zoho CRM.

For more Zoho One Tip, keep checking our resources and blogs. DDS is a pioneer in Zoho One Tips, contact us now for immediate Zoho Help.

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.

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

Get Zoho CRM Tab Support Now

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: How Bad Data Negatively Affects Your Business

Report: 44% of CRM users say poor data quality means lost revenue

09.20.22 10:05 AM Comment(s)

Zoho CRM Tip: How Bad Data Negatively Affects Your Business

The term "bad data" may appear ambiguous at first, as organizations are frequently advised to avoid using bad data but do not necessarily know what it is. This inaccuracy does not always suggest that the data is untrue; truthful data might also be inaccurate. Data that is lacking crucial aspects, data that is irrelevant to the reasons for which it is to be used, data that is duplicated, data that is poorly assembled, and so on are examples of bad data. A company’s use of faulty data may have a substantial impact on its success and, in some situations, be disastrous.

It’s difficult to fathom how your contact lists became so awful. Years of bad data management (or no data management at all) have most certainly resulted in a disorganized mass of data. Let’s go through how it got this way in the first place.

What is bad data in Zoho CRM?
– Invalid or undeliverable emails
– temporary or disposable addresses
– outdated data
– duplicate data
– role-based emails

There is, nevertheless, a ray of light. After all, you can wipe your data. And it doesn’t have to be a difficult task.

Identify the main sources of bad data

Perform an audit

Stop collection of bad data

Cleanse your data

Integrate your CRM with other systems

Let’s be real. Your expanding database is most likely a shambles. Worse, I’m sure most of it is useless. You can’t blame technology for not working correctly if you’re not providing it with clean data to operate with. This is not something to postpone; it is a data emergency! The takeaway is it will be troublesome if you do not resolve this data emergency as soon as possible. The longer you put off improving your data management, the worse it will get. Contact us today!