Caffè Moak, an Italian coffee roasting and distribution company, has been in business for over 60 years. What turned Moak into a “Made in Italy” quality brand is the careful selection of coffees, as well as a single roasting system–a process that respects the features of every single coffee bean and offers clients the pleasure of a real Italian espresso.

With different lines of products and varied sets of customers, Caffè Moak has become a global brand operating on five continents and exporting coffee to 65 countries.

Caffè Moak and Zoho Analytics

Caffè Moak had the need to analyze a range of sales and operational data from different sources. Their existing BI tool, QlikView, was overly complex, so they wanted to replace it with something more...

The future of bots is already here. As discussed in the previous two posts in this series, bots for productive collaboration and CRM teams are changing the way we communicate and work. In this final post, we’ll focus on the key areas of task automation and improved workplace collaboration, in the context of chatbots and slash commands.

 The Dark Social

 Dark social channels include messaging apps, email, and private browsing. If Facebook’s acquisition of WhatsApp is any indication, instant messaging platforms are quickly replacing social media apps and present manifold implications for the chatbot ecosystem. Conversational chatbotsthat can automate and integrate t...

Since Timesheet is one of our most popular modules, we are constantly working on improving your time logging and time tracking experience. As a result, we now have an enhanced version of Timesheet with added options and a different look and feel. Here’s what’s new:

Conditional Formatting in Pivots and Summary Views offers enhanced features like adding/formatting text and icons to highlight your condition in addition to the earlier formatting capabilities. Click to know more.

When important sales data began falling through the cracks in 2011, Universal Financial Consultants (UFC) knew they needed to find a new way to manage their sales pipeline.

“In order to continually improve, we measure the activity of our salespeople on a frequent basis and monitor the business that we are able to broker with our agents,” said Operations Director Natalie Vasacas. “Up until 2011 we were trying to keep track of this data with Google Docs and Excel spreadsheets, (but) we struggled because we had no viable way to update the most important information. We knew something had to change.”

So, UFC, based in Clearwater, Florida, and one of the largest brokerage general agencies in the country, explored the CRM options on the market. The...