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About Zoho - Feature Requests

If you would like to add features to Zoho, contact your Zoho CRM partner Z Partner at info@zpartner.pl and we will forward your request.

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Miron Matecki

23-08-2014 02:40:54 - Komentarz(e)

Can the workflow and stages be customized to our business ?

Can the workflow and stages be customized to our business directly with us cutting out what we don’t need?

Yes.

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Miron Matecki

23-08-2014 02:40:54 - Komentarz(e)

Can we use more than one currency in Zoho?

This is currently a drawback of Zoho. It operates in one currency only but you are able to specify that currency. Options:

As a Zoho Alliance Partner we are able to suggest and push feature requests, we would be happy to suggest this one for you.

You could make the base currency US...

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Miron Matecki

23-08-2014 02:40:54 - Komentarz(e)

Can Zoho CRM segment and export lists based on certain criteria?

Yes. Industry, rating, product interest, personal interests. You will of course need to have the right industries and the right ratings etc in the drop downs but this would be handled as part of any CRM customisation project. For more details on very affordable Rapid Implementation Packages, g...

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Miron Matecki

23-08-2014 02:40:54 - Komentarz(e)

Do you offer CRM support packages?

Z Partner can put together a monthly maintenance and consultancy package to suit your needs. This way your data would be maintained and reports would be sent to you on a regular basis. Refer to the CRM module in this scope document for more details.

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Miron Matecki

23-08-2014 02:40:54 - Komentarz(e)

Does Zoho CRM integrate with any accounting software?

Zoho are currently releasing an API for integration with Quickbooks.

You also can use the Outlook licenses to integrate incoming emails from PayPal, to the opportunity as a track record of payments received.

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Miron Matecki

23-08-2014 02:40:54 - Komentarz(e)

Does Zoho support multiple languages?

Yes. Most Zoho applications are available in multiple languages. Please refer to attached document.

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Miron Matecki

23-08-2014 02:40:54 - Komentarz(e)

Tabela porównania cen

Z Zoho CRM oszczędzasz

Nie zapominaj też o możliwości bezpłatnej rejestracji trzech użytkowników. Bezpłatna rejestracja nie jest ograniczona czasowo. Jeśli więc trzy stanowiska wystarczą do sprawnej obsługi aplikacji w Twojej firmie, nie będziesz zmuszony do zakupu płatnych wersji aplikacji.

Cena t...

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Miron Matecki

23-08-2014 02:39:19 - Komentarz(e)

Can we send and receive company email under our own domain name from Zoho CRM?

Yes, completely, including logos and email signatures etc.

The emails are stored as communications in the CRM.

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Miron Matecki

23-08-2014 02:39:19 - Komentarz(e)

Can Zoho CRM handle email campaigns?

Yes, the CRM has an email marketing function whereby you can segment and target certain contacts. However there is a limit on the standard number of emails the CRM can send out per day. This is normally 250. Zoho can increase this to 1500 upon special request and you would have to purcha...

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Miron Matecki

23-08-2014 02:39:19 - Komentarz(e)

Is Zoho CRM integrated with Zoho Meeting?

Yes, in Zoho CRM you can go to a contact record and instantly start a virtual meeting with them from a button on the contact screen. They will then be able to hear you and see your desktop, a great way to stay connected to your contacts and speed up meetings etc.

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Miron Matecki

23-08-2014 02:39:18 - Komentarz(e)

How easy is it to upload custom HTML emails in Zoho CRM?

Done via admin back end, you can use a WYSIWYG editor or code directly in HTML, with a bit of training, easy.

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Miron Matecki

23-08-2014 02:39:18 - Komentarz(e)

What's a 'campaign'?

Campaigns are used by Marketing to promote your company, brands and products / services. They can be logged in the CRM together with marketing activities and schedules. Then, when the campaign starts, leads and sales opportunities can be logged against the campaign. This is a great way f...

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Miron Matecki

23-08-2014 02:39:18 - Komentarz(e)

How should I use the CRM for email marketing?

The CRM is designed for strategic, targeted email marketing, rather than mass, blind, general newsletter style email blasts to thousands and thousands of people. You will be able to do email campaigns using the CRM (all included in scope) as in the following example: Scenario: you have a new product...

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Miron Matecki

23-08-2014 02:39:18 - Komentarz(e)

What are some usability differences between Salesforce.com and Zoho CRM?

The following features are not included in Zoho CRM

1. Lead Queues

2. Call Logs

3. Adding more custom fields. We restrict to 120 custom fields

4. Field Level Validation

5. Reporting by week/month/year

6. Custom Tabs/Objects. Creating new tabs & fields

7. Integration with Gap...

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Miron Matecki

23-08-2014 02:39:18 - Komentarz(e)

Will you train my staff how to use and administer the CRM?

Yes. All CRM implementation projects undertaken by Z Partner will include a training phase. During this phase we will train your users (Sales, marketing, Customer Support) to use the CRM functions, and your chosen Administrator to customize the functions. We recommend training be done ou...

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Miron Matecki

23-08-2014 02:39:18 - Komentarz(e)

What does Zoho mean?

Zoho is a derivative of SoHo (small office home office)

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Miron Matecki

23-08-2014 02:39:18 - Komentarz(e)

What are the main advantages of using Zoho?

Zoho is bringing together a wide range of online applications making it easier for individuals and businesses to manage all their work while dramatically reducing the cost. But being more productive and saving money is just the beginning of using Zoho. As we continue to integrate the various Zoho se...

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Miron Matecki

23-08-2014 02:39:18 - Komentarz(e)

What are the benefits of going through a Zoho Partner?

There are several advantages of purchasing your user licenses through a Zoho Partner: * The license cost is exactly the same, no extra fees * We have instant contact with Channel Managers and Support in Zoho, we know their team members * We can speed up your support ticket resolutions or provide ans...

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Miron Matecki

23-08-2014 02:39:18 - Komentarz(e)

Zoho Writer - wzorowa organizacja paska narzędziowego?

Ani wstęgi z Microsoft Office 2007, ani menu z OpenOffice 3.0, ani nawet panel boczny z Lotus Symphony.

Zainteresowany dzisiejszym wpisem dotyczącym Zoho Writera na blogu Pawła Wimmera, Nowe szaty Zoho Writera czym prędzej udałem się do mojego ulubionego webowego edytora tekstu rzekonać się ...

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Miron Matecki

23-08-2014 02:39:17 - Komentarz(e)

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