Zoho cloud based solutions

Zoho CRM is a cloud based system which enables organizations to unify their business data across departments and deliver more compelling customer experience. With the robust backend infrastructure, rich feature set, and enterprise-grade data security processes, Zoho CRM has empowered highly complex, large-scale businesses to operate seamlessly and securely across the globe.

Any business type and size (from Start-ups to large enterprises). Zoho CRM shall implement in any industry like Life Sciences, Financial Services, Insurance, Retail, Real Estate, Services, Agencies and Nonprofit Organizations

Zoho CRM is a cloud-based application, and therefore the application and the data are not stored in your computer system's memory. Since cloud applications rely on remote servers, you are required to have a continual internet connection for accessing Zoho CRM. You are not required to download or install any files in your computer to use CRM.

Zoho CRM is compatible with basic system configuration, the details are listed below;

Zoho also supports those browsers which use ES6.

Note:

• It is necessary to use browsers, APIs, and Plugins that support TLS v1.2.
• You may not be able to access Zoho CRM if you have enabled the Compatibility mode in Internet Explorer.

The storage space in Zoho CRM is divided into two categories: Data and File for a clearer representation. These categories are further classified into Storage and Usage details.

Data storage: is the total space occupied by the records in the standard and custom module, which is inclusive of the notes that are added to the records. It also includes the space occupied by the data in your recycle bin.

File storage: includes the space occupied by the images, attachments (records and email), email templates and documents associated with a record. Under file storage, you can see the feature-wise storage break-up, for example mail-merge and documents. This storage also includes the space occupied by data and files present in the recycle bin.

Yes. The mobile experience offers a clean user interface, optimized for easy access of data that you need. The app allows you to work offline, so you can access records that are stored locally, add, modify and delete records. When you reconnect with your network, any changes made offline will be automatically synchronized.

The Zoho CRM app is available on Android and iOS devices and can be downloaded from Google Play and the App Store. It's also available as mobile web in supported mobile browsers.

Email: You can send emails to your customers from the CRM account. You can also integrate your personal email accounts with CRM to make sure the information always in sync and available to other users. Besides this, you can receive notifications for important emails sent by your customers.

Telephony: Integrate Zoho CRM account with your telephony system. This can also help reps provide a personalized customer experience over the phone and focus on closing more deals.

Social: Integrating your Twitter and Facebook accounts with Zoho CRM not only helps you identify the kinds of products your leads or customers are interested in, but also to understand their requirements. You can receive notifications whenever a lead or contact mentions, likes or tweets about your product. It plays a pivotal role in automating lead generation because you can add these interested prospects as leads or convert them to contact from your social media account.

Chat: Visitor tracking integration—adding chat scripts—allow you to track the number of visitors to your site and how they are interacting with it. You can get notifications each time your website is visited and learn more about their interests by talking to them. You can also help clear doubts, have one-on-one interaction and assist better.

Sales Signals: It can be challenging to stay on top of all touch points through which your customers reach out to you, unless you are able to track them all in the same place. Zoho CRM makes it easy to track leads or customers and follow-up with them by providing real-time notifications on their activities.

Portals: You can create separate portals for different modules and grant access to the customers, partners, vendors etc. to access or update information in CRM. By granting only limited and required access you can ensure that only a part of your CRM is open to your customers while the confidential data always remains secure.

Yes. Zoho CRM aims to make the entire process of running a business easy for you, from sending a welcome email to each new customer to regular follow-ups with them and even assign scores to your leads to help you prioritize them better. With automation, you can easily tackle the inefficiencies of your team or business processes and still have enough time to focus on other priorities to enhance your company's productivity and growth.

Yes, you can create an appointment for your employees in CRM and sync it to their Google calendar.

• Tabular Report, Summary Report, and Matrix Report are the different types of reports that you get in Zoho CRM.
• The Tabular Report displays data without any subtotals, and you can use this type of report to create contact mailing lists and a consolidated view of the sales pipeline, among others.
• The Summary Report displays the data along with subtotals, groupings, and other summary information, while the Matrix Report displays the data summarized in a grid against both the horizontal and vertical columns.

Zia is an AI-driven sales assistant for Zoho CRM. She optimizes your CRM data through data mining and machine learning to deliver key business information such as sales predictions, suggestions and alerts. It is not only based on what goes into the system, but Zia even learns how each salesperson uses Zoho CRM from all her analysis. With Zia, you can understand your customer's behaviour and deliver personalized marketing campaigns and other services that can help you improve sales.

1. Zia Voice - Chat with Zia to get instant answers for questions related to any module in Zoho CRM.
2. Best Time to Contact - Always be aware of the best time to reach your contacts and waste no time in waiting for a reply.
3. Conversion Prediction - Maintain a strong sales pipeline by knowing the chances of your leads getting converted and deals winning.
4. Trend Analysis - View key business metric trends and be notified of anomalies.
5. Macros Suggestions - Save time by saving auto-suggested macros. Zia smartly suggests macros based on your CRM activities.
6. Workflow Anomalies and Suggestions - Zia helps you with workflow related notifications to tell you how effective they are and to avoid mistakes from happening through your workflow rules.
7. Data Enrichment - Keep your CRM data complete and updated.

Yes. Zoho is fervent about keeping your data safe and secure. Also, facilitates feature stringent 24/7/365 security with video monitoring, biometric access and advanced fire, flood and theft monitoring systems. Zoho network security system employs the latest encryption and intrusion detection and prevention technologies.

Zoho Desk is web-based help desk software that gives you the ability to manage customer support activities efficiently. Zoho Desk allows you to assign, track and set up alerts on help desk tickets easily. You can customize Zoho Desk for your business and ensure satisfaction in your customer support experience.

Any business type and size (from Start-ups to large enterprises). Zoho Desk shall implement in any industry like Education, E-Commerce, Telecom, Hospitality, IT/ITES Service, Insurance and SaaS

• Prioritize, Manage and Close Your Customer Support Tickets
• Create a Help Desk Solution for Your Support Team
• Provide a Help Center
• Manage Contracts and Service Level Agreements
• Create Standard and Customized Reports
• Customize Your Help Desk

By default, Zoho Desk provides some standard fields in each of the help desk modules. These standard fields can be displayed or hidden as per the organization's requirement. The mandatory fields cannot be edited or deleted. Some of these fields are common to all modules and are displayed within each module settings. However, depending on your business requirements, you can add custom fields for each module. Here are the standard modules that are available in Zoho Desk;

• Tickets
• Accounts
• Contacts
• Products
• Tasks
• Calls
• Events
• Contracts
• Time Entry

Zoho Desk is a web-based help desk software that only requires an operating system that can run the latest compatible web browsers. We recommend that you keep your computer up to date with the latest browser versions. By running an older browser you'll probably be missing out on useful and new Zoho Desk features that newer browsers support.

• Google Chrome | Version 60 and above
• Mozilla Firefox | Version 44 and above
• Microsoft Edge | Version 12 and above
• Safari | Version 9 and above
• Opera | Version 45 and above

No. Currently, Zoho Desk allows you to associate only one product with a ticket using the Products field.

Deleted tickets are not permanently gone and you can retrieve them. Zoho Desk provides a recycle bin where deleted tickets are stored temporarily. When a ticket is deleted, it is moved to the recycle bin and is available for 60 days or until the recycle bin is emptied.

To restore deleted tickets:

1. Click the Setup icon ( ) in the top bar.
2. Click Recycle Bin under the Data Administration menu.
3. On the Recycle Bin page, select the records that you want to restore.
4. Click Restore.

Zoho Desk will automatically convert missed chats into tickets. It comes in handy when all your agents are busy or when visitors try to connect outside your support hours. You can easily track such tickets under an exclusive view called "Missed chats". This view helps you keep track of all the missed chats in a department so that you can follow-up with a resolution.

To access this view:

1. Click the Tickets tab from the top bar.
2. 2. On the Tickets Home page, under the Views section on the left panel, click Missed Chats.

The tickets created for missed chats will be listed.

If you cannot view closed tickets in the "All Tickets" view, it is likely that you are viewing tickets in one of the work modes. The work modes such as Countdown mode, Handshake mode, Status mode, and LIFO mode are designed to display only tickets that are greater than Closed.

To view past closed tickets, you are advised to switch to either Classic, Compact, or Table view under the Tickets tab.

End users can view all tickets submitted by their company in your help center. This is particularly useful when you have multiple contacts submitting tickets from the same account, or the account's managers want to view a list of tickets raised by their company. Such tickets can be viewed within the My Area tab of the Help Center.

Zia is an AI-driven support assistant who makes your customer support team more effective through data mining and machine learning. Zia provides support agents with analyses, customer forecasting, alerts, and suggestions through a pre-configured system of performance analysis and metrics. Zia also continually learns and improves. The more data she has to go on, the smarter she gets. Some of her capabilities are predicting anomalies and trends, analyzing customer sentiments, offering solutions, and more. Let us look into each of her skills in detail.

To access Zia notifications:

• Click the Zia icon in the bottom right corner of the screen in your Zoho Desk account.
• The Zia Notifications panel opens on top of your Zoho Desk page in the same tab.
• View the anomalies in the incoming or the outgoing ticket responses for the current department.
• Click on the notification to open the anomaly graph to review the surge or dip against the trend.

Zoho Sign is an electronic signature service that allows businesses to digitally sign and verify legally binding documents without the hassles of transporting paper documents. It is quick, easy, and works from any location and on any device.

Zoho Sign is used by one and all from SME to Large enterprises and all the way up to governments looking to replace paper-based signing workflows with digital signatures.

Electronic Signature Solution simplifies the signing process and is one of the best time-saving solutions to implement for any business. Zoho Sign helps businesses to securely sign, send, and manage legally binding business documents such as contracts and agreements anytime, anywhere from any device.

You can send and sign independent contracts, non-disclosure agreements, proposals, expense reports, purchase orders, rental agreements, company policies, and more.

No. The recipient does not need a Zoho account to receive and sign a document.

Once you send a document out for signature, your recipient will receive an email containing a unique link. On clicking the link, the recipient views and signs the document using the viewer in the Zoho Sign app.

Zoho Sign supports all popular document file types such as pdf, jpg, jpeg, doc, docx, png, odt, rtf, txt, tex, and sxw. You can upload up to 40 files in a document signature request but their total size must not exceed 40 MB.

Zoho Sign provides the best user experience in Google Chrome, Mozilla Firefox, Safari, and other popular browsers.

Zoho Sign integrates with a bunch of other Zoho apps such as CRM, People, Writer, Creator, and Recruit. It also works with your everyday apps such as Google Drive, Box, Dropbox, Gmail, and OneDrive.

• Sign digitally and effortlessly
• Define signing order and configure workflows
• Track document status with instant alerts and notifications
• Create customizable templates
• Multi-factor authentication and audit trails
• Accelerate contracts, approvals and workflows
• Reduce operating costs
• Accurate & secure document transactions - ISO 27001:2013 certified and SOC 2 Type II compliant in Security & Privacy.

Yes, Internet Access is required in Zoho Sign to sign agreements and other documents digitally and to share it with other signatories.

Once a document is completed, the completion certificate is automatically mailed to the owner and a downloadable copy can also be accessed from the document's information page.

This depends on the licensing plan. Please refer the License Plans for more details.

Zoho Sign is based on PKI (public key infrastructure) to provide the highest levels of security for your documents. It gives bank level security meaning that your important documents are encrypted and protected using the same industry-leading technology that banks use. All your data is protected using AES-256 encryption while at rest and SSL encryption while in transit. Further, multi-factor verification, access codes, and audit trails add an extra layer of protection allowing you to send and sign documents with confidence.

Please visit the Zoho Website for more details.

When you digitally sign a document, Zoho Sign scans the document and creates a hash that represents the document and the data that it holds. This hash becomes a part of your digital signature. When the recipient authenticates the signature, a similar process is carried out where your signature and the recipient’s hash are then compared. If the results are the same, the signature is valid; if they are different, the signature is not valid.

Zoho has its own dedicated data centers in extremely secure locations. Data is protected continuously throughout the year and access to the data centers are restricted using biometric two factor authentication.

Yes, digital signatures are completely legal. According to the Electronic Signatures in Global and National Commerce Act, otherwise known as the “ESIGN Act”, digital signatures have the same legal standing as handwritten signatures.

Yes, Zoho Sign complies with the ESIGN act in the US region and also with the standards of the advanced electronic signatures of eIDAS for countries in the European Union.

You can visit Zoho's dedicated pages on security practices and privacy policy for further information on these matters.