3 Zoho CRM hacks you did not know were possible

20.06.15 12:32 PM By CreatorScripts

1. Aggregate emails under Accounts module

When it comes to data aggregation there is not such thing as too much of it. Zoho CRM aggregates your emails under Leads or Contacts, but not under Accounts.

If you conduct B2B operations then emails under Contacts makes little to no sense at all. You can actually hack your way through having emails as a related list under Accounts.

In order for this process to work we need 3 key components working at the same time;

1. Zoho Creator account synced to your Zoho CRM platform.

2. Enterprise edition on your Zoho CRM plan.

3. And ability to forward emails from your current email hosting provider. i.e. Outlook, Gmail, etc ( most do )

Keep reading here...

2. Adding Barcodes to Sales Orders, Invoices or Product Items.

If your business is starting to grow and you process hundreds if not thousands of transactions per day scanning orders, invoices or inventory items becomes a must have.

The barcode API uses a very simple RESTful interface. Each barcode can be generated by creating the proper URL. Currently, the API supports the following barcode types:Code 39 (c39)Code 128a (c128a)Code 128b (c128b)Code 128c (c128c)4 of 5 Interleaved (i2of5)

You can find all API details in the following url http://www.barcodes4.me/apidocumentation but if you need help implementing it into your Zoho CRM account do not hesitate to contact us.

3. Calculate Distance between 2 addresses and store value in Zoho CRM

With Gogole API you can easily calculate the distance between 2 addresses or coordinates get a value in km or miles back from google server and store the value within Creator or CRM fields for your database operations.

How to use it?

Well...for starters wouldn´t it be awesome if your employees could log the mileage automatically as they visit each location? With Zoho Creator and Google maps API is now possible. Zoho Creator mobile app enables you to submit forms from your phone when you are surveying the market, visiting clients or simply performing maintenance to your business units. From Zoho Creator you can push values back to your Zoho CRM as related reports under each Account, Lead or Contact.

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What do you use Zoho CRM for?

Zoho CRM is used to manage customer relationships, track sales, and streamline business processes. It helps businesses automate and streamline their sales, marketing, customer support, and inventory management processes.

Is Zoho owned by Google?

No, Zoho is not owned by Google. Zoho is a privately held company based in Chennai, India.

Who is Zoho CRM best for?

Zoho CRM is best for small to medium-sized businesses looking for a cost-effective and customizable CRM solution. It's also suitable for businesses in a variety of industries, including sales, marketing, customer support, and inventory management.

What are the disadvantages of Zoho CRM?

Some of the disadvantages of Zoho CRM include limited scalability for larger enterprises, limited integration options with other business tools, and a learning curve for some users.

What are the 3 types of CRM?

The 3 types of CRM are operational CRM, analytical CRM, and collaborative CRM. Operational CRM focuses on automating and streamlining business processes, analytical CRM provides insights into customer behavior and preferences, and collaborative CRM facilitates communication and collaboration between teams and customers.

Is Zoho using SAP?

No, Zoho is not using SAP. Zoho is an independent company that develops its own suite of business and productivity tools, including Zoho CRM.

Is Zoho completely free?

No, Zoho CRM is not completely free. While Zoho offers a free basic plan, more advanced features and higher user limits are available with paid plans.

Does Zoho use SQL?

Yes, Zoho uses SQL (Structured Query Language) to store and manage its data in the database. SQL is a standard language for managing and manipulating relational databases.