Monday, November 25, 2013

Zoho CRM Gets More Social

Follow Social Mentions, Discover Leads, and Enrich Customer Profiles

(Listen to and engage conversation with customers from your company's Facebook and Twitter accounts within Social tab. )

Why make your CRM more social?

Get individual interactions: Associate Twitter, LinkedIn and Facebook profiles to your leads and contacts.

Gain insights on the various updates and new business opportunities by associating Twitter, LinkedIn and Facebook profiles of your leads and contacts in Zoho CRM.

Learn more details on our next Zoho CRM Overview Webinar.

Happy Selling.

Zoho CRM Launched Custom Modules

You Can Develop New CRM Modules Using Built-In Tools That Need No Programming Skills.

(Create your own Menu Tabs with Custom Forms)

What is Custom Modules?

Custom Modules - Create custom tabs, just like other standard modules, and build module relationship by linking custom module records with standard module records. Like other standard modules, you can customize, import and export data, configure workflow rules and generate reports for the custom module.

Key Benefits

  • Add fields and modify the page layout as per your needs.
  • Use roles and profiles to define access controls for the custom modules and its fields.
  • Import data to the custom modules with ease.
  • Take a backup of your data, anytime.
  • Create workflow rules to automate your business process.
  • Build module relationship by linking custom module records with standard module records.

Learn more details on our next Zoho CRM Overview Webinar.

Happy Selling.

Zoho CRM Launched Territory Managament!

Clients With a Complex Structure Can Now Use 

Territory Management

(Organize your sales team across product lines, geography, customer size, etc.)

What is Territory Management?

 When your business is spread across regions and you have multiple office divisions, departments and numerous products/services, Territory Management is a system by which customer accounts are grouped based on a defined set of criteria.

This makes for easy sharing of customer accounts among different sales teams in your company. It ensures proper and effective usage of the sales force to maximize sales opportunities, provide excellent customer service and expand the existing customer relationships.

Key Benefits

  • Avoid complex data-sharing structure - Organizations with complex sales structures can use territories to easily share records with users in different teams. It is also convenient to group records based on the account's characteristics rather than the individual ownership of the records.
  • Provide a focused work environment - Distribution of customer accounts by using territories help in creating focused work environments that ensures better sales force engagement. It also increases the sales teams' efficiency by reducing the travel time and increasing the industry expertise.
  • Get accurate evaluation of sales team's performance - Generate sales reports based on territories to evaluate and measure the efficiency of sales teams by territory. Also, get a better insight into the sales contribution of each territory.
  • Forecast sales for each territory and set clear goals - Create separate forecast targets for each territory a user belongs to. This will give a clear picture of the goals set for the different terriotires for users to stay focused.

Learn more details on our next Zoho CRM Overview Webinar.

Happy Selling.

Friday, November 22, 2013

MSCRM: Editing Within The Form Editor

A simple but huge timesaver when creating customizations in Dynamics CRM is doing most of your editing within the Form Editor.  In this article, I'll show you how to Edit Fields within the Form Editor.

For Example, suppose I'm busy looking at the Account form and realize I need to make a change to the Fax field.  Like I said, I'm busy and I don't want to go to a new screen.  Luckily, I don't have to.  I just open the field properties of the Fax field by double clicking on it, then I click on the Details tab:

Which opens up this:

Click Edit, and you can now make changes to the Field:


MSCRM: Microsoft Dynamics CRM has encountered an error. Again.

If you are using MS Dynamics 2013, you might have noticed this message popping up more frequently:

Normally, I want to see this message because I want to be aware of when CRM errors are occurring, but they are really starting to slow me down.  You can change your privacy settings either to allow the error report to be sent automatically, without notifying you, or not to notify you or send an error report.  I always send the error reports in the hope that it will help improve the product.
To change your error notification settings in CRM, you can either click on the link within the error message (Change error notification settings), or change the privacy settings in your personal options.  In CRM 2013, you do it like this:
Which Opens up your Personal Options Screen.  Select the Privacy Tab:
 Select your desired option, and you're all set!

MSCRM: Deleting Email Attachments to Free Up Storage Space

If you are a System Administrator in your Dynamics CRM, seeing the message You have reached 80% of the storage limit for your subscription. When the storage limit is exceeded, people will be unable to add data, such as records, to Microsoft Dynamics CRM Online displayed in your CRM can be a little unnerving, to say the least. 

Because you'll want to see for yourself, your first action upon receiving this message will probably be to check your use of resources by navigating to 'resources in use' (in CRM 2013 the path is
settings  => administration => resources in use.  In CRM 2011 it's settings => system => administration => resources in use)

You'll see something like this:

Email attachments are often the culprit.  To delete an email attachment, but not the original email, it's a little tricky.  First, download and install this handy plug-in:

Then create an on-demand workflow.  In your Workflow Steps, you'll see a new menu item at the very bottom (make sure your task bar isn't preventing you from seeing it!) called Lat Workflow Utilities.  This was put there by the plug-in you just installed.   Drill down  and select Delete Email Attachments:

Next, specify the properties:

I used an attachment size of 2000 bytes here.  Now save, activate and publish your workflow.
Next, find your emails with the large attachments using Advanced Find.  In the screenshot below you'll see that I want a list of all emails with attachments larger that 1,000,000 bytes:
Select one or more emails from the list (my list below has only one email).  Click on the Run Workflow button. 

You'll see the workflow you created earlier in the list:

Click Add and your email attachment(s) will be removed.  Note that the email attachment is removed from CRM only, not SharePoint or Outlook.