Zoho CRM

Have you tried Zoho CRM for Google Apps? Well, if you have not, do take a look at some of the comments on Zoho CRM in the Google Apps Marketplace.








Learn more about all that we have to offer in Zoho CRM for Google Apps. You can add your reviews in the Google Apps Marketplace too!

We always love to hear from you, our customers. We may or may not like what you have to say, but it certainly does encourage us to keep improving our features, and provide a better user experience. ​

On this note, here are some of the recent tweets about Zoho CRM on why customers chose us.










A big thank you for all the love. So, why did you choose Zoho CRM? Join us on Twitter and let us know! We're @zohocrm.

We're on Facebook, LinkedIn and Youtube too!

My take on improvising Zoho chat's existing visual appeal. Layout does not change much. Only the visual appeal gets a over-haul.

Looks good and more easy to understand I guess. What do you say? :-)

1. The Add Event, Chat history and Background image controls were moved to top-right.
2. The Quick Message and Embed Chat gadgets gets some visual upgrade.
3. The main Chat users list gets revamped icons and some improved visual upgrades.
4. The Embed Chat gadget does not reveal the options as it was before, but.. rolls down to reveal, when the user clicks on the "grip" at the bottom of the gadget.

 

- Rajesh

Just a quick thought...

How about showing the activities, updates on the top, above all the information for a Lead? sample below.. just ignore the colors of the UI shown below.

2011 is going to be a wonderful year for Zoho CRM in terms of better user experience and features.

As we add more and more add-ons to the CRM product, the Activate Users UI needs some tweaking to accomodate those new add-ons. So, I present an Idea which could be a good solution without compromising usability and experience.

The goals are -

- The user's list should be visible very clearly.
- Add-ons for each user should be shown too.
- The UI should give the current status of the User's activation status.
- The user status should be visible separately from add-ons activation.
- All add-ons and their status (activated / not-activated) should be clearly visiable and their names should be readable
- Enabling / disabling the user or an add-on should be simple and easy. The operation should use the minimal clicks if not, optimal number of clicks.

Considering the above goals.. I sketched a couple of versions starting from a simple update - introducing icons to each add-ons and grouping the columns. But when I thought about the scalability, it faced issues. So I extended the UI and ended up with the below shown UI.



At any time, a simple glance will show the add-ons enabled for individual users. Also the green-red colors will show whether the users are activated or disabled.  Also in the edit-mode, the simple check-boxes ensure the selections / clicking is easy and straight-forward.

After designing this UI and testing, X questions popped out.
1. How do I know the number of licenses remaining for each add-on? There should be a way to display the license numbers on-screen.
2. Will this work for companies that has more than 50 users? How will the UI handlelisting of more than 50 users? Pagination? Search? Sort-by?

Now I have some thing to keep my mind busy over the weekend. :-) If you have any ideas, suggestions, feel free to share.

Happy New Year!

Holiday ahead.. and so a off-topic post. 


The stages in designing 3D styled icon.

















and finally...



:-) Happy holidays

- Team Zoho CRM

The idea is to create an alert inline. This will replace the current interaction method of moving to a new screen to create an alert. Similar pattern to be followed for Tasks and Field Updates.

Well here is a teaser..

The current Workflow settings UI is being updated and a interactive prototype has been prepared now. Will undergo tests and iterations. Soon you will see this in Zoho CRM. :-)



One key change is - the follow-up is joined to the Immediate Actions . It is too early to post anything solid, that's why a thumbshot of the early mockup we did is posted above.  More updates later.