A Step-by-Step Process to Pinpointing the Best Email Client

By | Featured | No Comments

Which is better: a desktop email client or webmail? This question is so frequent that it has almost become preposterous, but is still lives on in its full glory. The internet is swarmed with hints and tips on why to choose one or the other, with both experts and average Joes claiming to have figured out the answer to the ultimate question of life, the universe and everything… at least when it comes to electronic messaging.

Chill out, folks! Both have their pros and cons, and the final decision is always personal and depends on preferences. Pretty much like with every life decision, big or small, people tend to make the best out of it, even when they lack the knowledge to make an educated guess. Trials and tribulations are, fortunately, not so vindictive when it comes to email clients, for a simple reason: every service has an alternative, and every alternative another one… and another. The cycle goes on indefinitely, really. Email is the most widely spread form of communication in today’s world; it is, hence, no wonder that every service minds the competition and keeps improving the offer.

Read More

Building Your Team With Zoho Connect

By | Zoho Tips

Zoho CRM trainingA solid and cohesive team is one of the most important things when you are building your business. If your employees work together and communicate well, projects run smoothly, staff morale is higher, overturn is lower, and people actually enjoy doing their work. While the Zoho suite has many ways to organize and streamline your business practices, it also has ways that you can encourage employees to engage and collaborate. Enter, Zoho Connect, a social media platform created for businesses to bring teams together.

Read More

Using Mail Merge With Zoho CRM

By | Uncategorized

One of the most useful tools in the Zoho CRM arsenal is the seamless way that Zoho integrates mail merge into their system. Mail merge is an automated way to pull names from your database and use them to personalize emails, letters, addresses, advertising and beyond. It’s one of the many ways that Zoho can help you run your business in an efficient manner but still give your users a personal customer experience.

Read More

5 Zoho Mail Sign-Up Tips

By | Zoho Tips

Zoho Mail sign-up tipsWhen Zoho says that it has millions of users, the company is really talking about its email software. Yes, there are plenty of people and companies who use its other business apps, but Zoho Mail is by far the company’s most popular application.  Here are five things you need to about it:

You can use it with any email software

Think of Zoho Mail like Gmail. When you sign up for an account, you can then use the email service through any browser and an any device you choose: from Apple to Google to Microsoft. There’s also a very strong mobile application.  But if you want to connect your existing email software, Outlook or any other, you can do that, too. Zoho Mail allows you to use it as an email server for your company as well, so you can keep your domain name when you send and receive emails from customers or others that you’re doing business with.

Read More

Zoho Mapping Fields and Lead Conversion

By | Zoho Tips

Tips on Zoho mapping fieldsWhen it comes to Zoho mapping fields and lead conversion mapping, there is a lot to learn. If you’ve attempted to map a custom field in a lead record to a standard field in either the deal, contact, or account record, you may have encountered a somewhat common issue that some Zoho CRM users come across: the matching field you’re looking for doesn’t show up as an option.

Troubleshooting issues with Zoho mapping fields

In order to solve this issue, the first step you’ll want to take is confirming that both fields are the same type of fields.

For instance, if you’re attempting to map a field that’s categorized as a single line field, these are the only types of fields that will show up in the target module as choices in the Zoho mapping fields screen.

Read More

Why Zoho ContactManager May Make More Sense Than Zoho CRM

By | General

Why The Zoho ContactManager May Make More Sense Than Zoho CRMMany don’t realize this, but Zoho, the company best known for its CRM and other office productivity applications, also offers a contact management option called Zoho ContactManager.

Does this make sense? It may very well.  That’s because – and this may also come as a surprise – for many of our Zoho CRM clients, the Zoho ContactManager would be a better application for their business than a full-blown CRM product. Why? One word: overkill.

Read More

Zoho Portal Tips: How to Use Zoho CRM

By | Zoho Tips

Zoho Portal Tips: How to Use Zoho CRMWhen it comes to their various apps and products, some of what’s offered through Zoho is more useful to individual business owners than others. If you need an easy way to provide database access to customers and vendors, you’ll want to read on for our Zoho portal tips.

Just last year, Zoho CRM introduced an exciting new Zoho feature, which allows users to give vendors and customers self-service access within Zoho CRM to all the information they need. If you’ve been using Zoho CRM already, you may find that this feature is fairly simple to set up and use.

Read More

5 Reasons to Join Zoho CRM

By | CRM

Reasons to join Zoho CRMWhether you’re looking to join Zoho or another CRM service, there is a lot to consider. At The Marks Group, we sell and implement five Customer Relationship Management (CRM) applications and currently serve more than 600 companies who use these applications to increase their sales, improve customer service, and grow their profitability.  A good CRM system, when implemented properly, will ensure that important tasks are never falling through the cracks, critical information is being shared by everyone in your organization wherever they are, and the value of your company is increasing.

Like the millions who already use this great product, it may be right for your company. If you’re seriously looking to join Zoho CRM, then let me share these five reasons why you should consider doing so, based on the more than 90 clients we serve who have already purchased it.

Read More

Zoho Control Panel in Zoho Mail Explained

By | Features

Like any powerful email server system, Zoho Mail enables administrators to manage just about every aspect of security and user information to ensure the mail system is secure, private and collaborative where dictated. To do this, you must first access the Control Panel of your Zoho Mail system, which you can find here.

Once you gain access, you’ll see the areas that you can customize to meet your company’s policies. Below is a description of what each of these functions do in Zoho Control Panel.

Read More

6 Great Ways to Use the Zoho Writer App

By | Features

6 Great Ways to Use the Zoho Writer AppThere are plenty of online word processing applications to use and I’m sure you’re probably familiar with the big names, like Microsoft Word in Office 365 or Google Docs. In fact, you’re probably using them right now. But think about it: Why?

If you’re already using Zoho One, you’ve got access to the Zoho Writer app. If your employees are creating typical business documents, then why not minimize headaches and help their productivity by getting rid of all those additional applications and having them use the Zoho Writer app? I can offer at least six uses of the application that would make sense right away.

Read More