Well... it turns out we are not done talking about some of the most recent important improvements to Zoho CRM!
Call Logging
The ability to log a call has been an often-requested functionality. While customers who were interested on this were able to get around by using some other fields/functionality (i.e. adding notes), many of our customers were very vocal about adding call-logging-specific functionality. So that's what we just did. Log a Call helps you to register the inbound and outbound call details such as call duration, date and time of calls, notes, etc.
You can of course associate calls to different entities (account, lead, etc). We have even embedded a timer where a user can start the timer when the call starts and stop the timer when he is done. With log a call, a rep can identify the time spent on each call and keep track of the average time spent in calls on a daily, or weekly basis. Also, there is an option to flag a call as "billable" if they are to be charged to the customer later on. The call log details can be further used to generate reports on billing details, average time spent on calls, number of calls per day, etc.
We have now enabled Call Logging across all of our editions: Free, Professional and Enterprise.
Improvements to Zoho Mail Add-on
Ever since we launched it, our Zoho Mail Add-on for Zoho CRM, it has been quite a popular feature. Our customers really like keeping track of all their customer communications on a single UI. And of course, a mail UI is more conductive to, well.. conducting e-mails than a CRM UI. But now users don't have to choose as they can have both and still keep it all together.
And our Zoho Mail Add-on just got a bit better. We just streamlined our password handling to make it more convenient for our users (while making it equally as safe!). Beyond that, we also introduced sharing levels for your e-mails. Previously, you had to flag a particular e-mail as "shared' within the rest of the organization (CRM permissions of course still apply). Now we've made it easier to set this up and share all e-mails by default.
So now there are two sharing options:
Call Logging
The ability to log a call has been an often-requested functionality. While customers who were interested on this were able to get around by using some other fields/functionality (i.e. adding notes), many of our customers were very vocal about adding call-logging-specific functionality. So that's what we just did. Log a Call helps you to register the inbound and outbound call details such as call duration, date and time of calls, notes, etc.
You can of course associate calls to different entities (account, lead, etc). We have even embedded a timer where a user can start the timer when the call starts and stop the timer when he is done. With log a call, a rep can identify the time spent on each call and keep track of the average time spent in calls on a daily, or weekly basis. Also, there is an option to flag a call as "billable" if they are to be charged to the customer later on. The call log details can be further used to generate reports on billing details, average time spent on calls, number of calls per day, etc.
We have now enabled Call Logging across all of our editions: Free, Professional and Enterprise.
Improvements to Zoho Mail Add-on
Ever since we launched it, our Zoho Mail Add-on for Zoho CRM, it has been quite a popular feature. Our customers really like keeping track of all their customer communications on a single UI. And of course, a mail UI is more conductive to, well.. conducting e-mails than a CRM UI. But now users don't have to choose as they can have both and still keep it all together.
And our Zoho Mail Add-on just got a bit better. We just streamlined our password handling to make it more convenient for our users (while making it equally as safe!). Beyond that, we also introduced sharing levels for your e-mails. Previously, you had to flag a particular e-mail as "shared' within the rest of the organization (CRM permissions of course still apply). Now we've made it easier to set this up and share all e-mails by default.
So now there are two sharing options:
- Record-level sharing. This was the old/original options. If you select this option, it means that all e-mails will be private, until you decide to share them.
- Complete sharing. This is the new feature. It means that all e-mails you exchange will automatically become public. When selecting this option, you can specify a ;ist of domains you send e-mails to for which you don't want to share e-mails. For example, if you don't want to share with your organization any e-mails sent to addresses that end with @gmail.com, you can specify that here.
- Complete sharing. This is the new feature. It means that all e-mails you exchange will automatically become public. When selecting this option, you can specify a ;ist of domains you send e-mails to for which you don't want to share e-mails. For example, if you don't want to share with your organization any e-mails sent to addresses that end with @gmail.com, you can specify that here.
Rodrigo
como se puede poner la opción de Información de la dirección en registrar una llamada
como se puede poner la opción de Información de la dirección en registrar una llamada
Great! It would be even better if the call description and call result was searchable. I often remember details about a call but don't remember what customer it was related to.
Great! It would be even better if the call description and call result was searchable. I often remember details about a call but don't remember what customer it was related to.