Improve Your Zoho Skills Inside Zoho’s: The Workflow Academy

You may sit blankly staring out a window most days pondering, ‘If only there was a way to streamline my business operations and experience joy again.’ The reality is, your business doesn’t have to merely survive day-to-day. You can put systems in place that allow you to run your company more efficiently and finally feel like the boss you are (both literally and in the 80s lingo).

Workflow Academy

Enter Zoho, the one-stop shop for business automation goodness.

As official Zoho Partners, we are obviously huge fans of the platform and we see how its integrations improve business operations big and small.

We’ll also show no shame in admitting that Zoho is (beautifully) complex. It’s a platform that takes time to learn and ultimately, conquer.

Enter The Workflow Academy–where Zoho One begins to make a little more sense to the everyday user!

Afterall, every time a bell rings, a Zoho user becomes a Zoho Master (or something like that). 

What is Zoho’s The Workflow Academy?

In a nutshell, The Workflow Academy is the superior spot for Zoho training. Whether you’re the team’s Zoho Admin or are all-in hanging out in the deep end of the platform, The Workflow Academy has a course with your name on it.

Have you been on the fence about getting Zoho for your business?

Here’s your sign to go for it!

Oh, and a helpful statistic to drive the benefits home–92% of employees say having technology that helps them do their job efficiently affects their work satisfaction, according to a study by Ultimate Software.

Now that you know you can have an amazing platform to help run your business and learn how to master, what is there to lose?

Go ahead and make your free Zoho One account here.

We’ll wait for you!

[cheesy elevator music]

Congrats! You’re officially in the game with Zoho One now. 

Workflow Academy

Let’s continue to walk through the perks of TWA and get you enrolled in their free course.

Perks of The Workflow Academy 

At Woggle, we see clients that don’t realize the areas they’re losing valuable leads, revenue, or customer satisfaction until they start using Zoho and see the data roll in.

Spoiler alert: sometimes it’s areas they least expect or think they’re excelling in. 

Not only does your business thrive when problem areas are identified and remedied; employees are able to focus on what they do best with a little help from their friend (automation).

So, what does The Workflow Academy help Zoho users perfect?

Here’s what we love about the courses over at The Workflow Academy:

✅Their online courses are free to Zoho users (yes, please!).

✅Learning is made easy to access across all devices.

✅There are so many courses to choose from! (Zoho One, Zoho Books, Zoho Projects, oh my!)

✅Empowering your staff to understand Zoho on a deeper advanced level

✅Get a better understanding of how Zoho works on the backend

✅Learn how to properly architect a solution that will work for your company

✅Diagnose needs and find a partner that will work well with you to create a customized solution

Pro Tip: Read our  blog post on why hiring a Zoho consultant is the right move (objectively, of course).

Workflow Academy

As we mentioned, The Workflow Academy allows your business to pinpoint issues in your workflow that may be damaging customer satisfaction results. All businesses aren’t created equally and learning how to use Zoho will guide you to championing the unique nuances of each aspect of your business.

For example, your ideal client or customer may not need an extensive onboarding process, but setting it on autopilot can still save your company time (and time is money).

Still eager to learn more about how Zoho is an all-inclusive super machine for automation?

Read more about how Zoho SalesIQ’s Customer-First Approach Can Boost Your Business here.

The Workflow Academy for B2B and B2C

We’ve mentioned (obsessively) how Zoho integrations can skyrocket revenue, customer satisfaction, and daily operations. The real beauty of Zoho is the compatibility it has with both B2B and B2C models. 

The Workflow Academy equips your Zoho agency to know every small nuance of the platform as well as how to troubleshoot and personalize it for your unique business needs.

This means you become an expert on all things Zoho including:

The list goes on!

Zoho can feel like a complex beast, but really, it can be tamed! Investing in your knowledge of how your chosen CRM platform works is the best thing you can do for your business!

Read more about Zoho’s magical features like Zoho Surveys and Zoho Social in our other blog post.

Zoho training

Key Takeaways

The main gist? 

Your business can run as efficiently as you’re willing to invest in automation.

The Workflow Academy takes you from out of the loop to expert. Don’t be the person who invests in a phenomenal tool, but doesn’t learn how to use it.

Eager to learn more about The Workflow Academy? Check them out here!

Jump in head-first by opening a free Zoho account.

Zoho CRM vs Salesforce

Now that you’re convinced CRMs are more than worth it for your business, you’ve probably consulted the almighty Google and encountered your worst nightmare: options.  

Okay, okay- options are good to have (most of the time). However, when deciding what’s worth paying for and what’s not worth the risk, multiple options can get a bit overwhelming. 

Yummy options at the Thanksgiving table? Good. Many restaurant options when deciding where to go for dinner with your partner? Bad (very bad). 

Lucky for you, we are here to make one choice a little easier! Recently we took a look at Zoho CRM vs Hubspot’s CRM, and today we are diving into Zoho vs Salesforce Sales Cloud. Who will come out on top? Let’s see!

sales cloud

A Difference in Focus

Salesforce and Zoho have both created CRMs that help your business continuously grow and run smoothly. With that said, their focus over the years has been a little different. Zoho has placed more of an emphasis (and more of their budget) on research and development, while Salesforce focuses more on marketing and promotion. 

Zoho has found it important to develop a CRM fit for small/medium businesses all the way to enterprise level. Salesforce has focused more on the enterprise level and gradually worked their way to more mid-market ventures. 

While both approaches are absolutely fine, choosing between the two will depend on the size of your business and your goals!

User-friendliness and Customization

In terms of user-friendliness and how much experience you would need to operate the platform, Zoho CRM seems to be easier. Not that Salesforce is difficult to utilize, but Zoho truly caters to users of all experience levels. We noticed that Salesforce would probably be optimal if operated by a dedicated team. 

Both CRMs include a high level of customization capabilities (and you know we like that!) Salesforce’s Lightning App Builder seems to be top notch, allowing users to create custom layouts and records. A similar feature in Zoho would be Canvas. One customizable feature that is exclusive to Zoho CRM would be custom buttons, which is seemingly unavailable in Salesforce.

It’s worthwhile to note that with Salesforce, many of the customization features seem to only be available for higher packages. Customization for Zoho is much more accessible to all user levels.

Lead Approach

Lead gathering and nurturing is a huge component behind CRM usage, so both Zoho and Salesforce have solid process building and lead scoring features. In an all out feature battle between Zoho and Salesforce, Zoho seems to have a more comprehensive set of lead tools in their toolbox. Salesforce’s lead tools seem to be more basic, but there’s certainly nothing wrong with perfecting the basics! Again, choosing between the two will largely depend on what you and your business are looking for.

One cool feature to mention? Sales representatives can scan a business card and Zoho CRM will easily convert the information into a contact! Zoho CRM can also create leads from social media platforms, which you cannot do with Salesforce unless you pay for the Social Studio plugin.

 Although a little weaker with the social media  integrations, Salesforce can generate solid leads by integrating with Outlook and Gmail, which is definitely a convenient tool. 

CRM

Integrations

It’s no mystery that Zoho has some excellent integration capabilities (we talk about it constantly)! Unfortunately, this is where Salesforce really fell short for us.

With Zoho CRM, you can seamlessly integrate with over 40 other Zoho products like Zoho Books, Zoho Desk, and Zoho Sign; Salesforce doesn’t have that perk.

 One thing that really suffers from this lack of integration power? Team collaboration. Zoho CRM has Workplace, a convenient way to effectively communicate with coworkers and employees. Through apps like Cliq, Meeting, and Workdrive, you can share documents and updates with the click of a button. With Zoho CRM you can also incorporate third party applications like Microsoft Teams and Slack for ultimate team collaboration!

While Zoho users can integrate with third-party applications no matter the CRM edition, Salesforce only allows this in the top packages. You can’t utilize popular applications like ZenDesk, MailChimp or Quickbooks until you pay for the Professional or higher Salesforce Sales Cloud packages. 

What’s the Cost?

Ah, the inevitable price discussion. In a side by side comparison, Zoho is indeed cheaper than Salesforce Sales Cloud. Zoho also offers a free version of their CRM (with limited users), whereas Salesforce only has the free trial. Both offer a 30 day free trial.

Both pricing models are centered around standard (essentials), professional, enterprise, and ultimate packages. Each CRM bills you per user, offering monthly or annual subscriptions. So, again, depending on the size of your company and your ultimate goals, either could be the better fit- you’ll just have to decide which one is worth the investment! 

sales cloud

Wrapping Up

So, as an epic entrepreneur, what is your CRM focus? Leads? Integrations? Customization? Don’t worry, we’ll quit asking you questions (eventually)!

Whether you are just starting out or you’re a well-established business, there’s a CRM out there for you. It’s all about finding the one that suits your needs the best! Even though it requires a little bit of research, we are confident one will be a perfect fit. 

Let us know if you end up choosing Zoho CRM or Salesforce Sales Cloud- we’d love to hear your opinions on the topic!

Partner Spotlight: ZPortals

Sometimes things seem just too darn good to be true: Why is that priced so low? Why does this guy have so many open appointments? Why is this hotel so much cheaper than the surrounding hotels? Sometimes it saves you time and money to be skeptical (or it might just save you from being the subject of a horror movie down the road).   

Well Woggle friends, it just so happens we have done what we always do: tons of research about all the advantages and disadvantages behind a product. But guess what? We found something where we simply could not find a reason not to use it, no matter how deep we went digging! So, today we’d love to introduce you to this bundle of perfection: Zportals! 

zportals

What is Zportals?

Zportals gets its name from being aligned with one of our favorite companies: Zoho! We never thought using Zoho could get any easier, then Zportals entered the scene!

Zportals is a web portal plug-in that integrates with Zoho CRM and several other commonly used Zoho applications; it’s a one-stop shop for users to access all their Zoho products in one place. Instead of multiple apps and logins, users can simply go to their website and use Zportals for a unified and consolidated experience.

Although Zportals only currently integrates with 8 Zoho products (plus Google Maps), the options are endless for future integrations! And it’s worth mentioning that Zportals only works with WordPress sites– BUT there are ways around this if your site is not through WordPress. We’d explain this to you further, but to be honest, we just aren’t techy enough for that (so we’ll leave that piece to the experts). 

zportals

Advantages to jumping on the Zportals bandwagon

Okay, finally– a con! Zportals would not make a great name for a bandwagon! Anyways, we have compiled some (but certainly not all) advantages of using Zportals:

User friendly 

No need for coding skills here! Zportals makes it easy for you to set-up your portal and customize it to your liking. Set-up is a breeze, and there are a ton of resources on their website (and YouTube) to get you started. 

Customizable

While we are on the topic of customization, we might as well discuss how Zportals allows tons of it! You can customize individual client access and “sub” portals. You can also choose to allow clients to self-register or have to wait for an invite from your CRM. 

Your portal can be built to fully match your current website, ensuring brand consistency and avoiding confusion. Create an appealing summary of data for a client’s profile or embed videos. You can even incorporate links within a profile that are unique to that client’s history/information.

Tweak the layout, add banners, adjust the colors- you name it and you can customize it to your preferences. And if you happen to shift your brand around, the portal won’t be a nightmare to fix!

Secure

Zoho takes pride in their emphasis on data security, and Zportals is no different. Information is encrypted as it travels between your website and Zoho, plus you don’t have to worry about other data storage options and fees. Zportals customers can control what their clients can access and edit, giving them even more control over information.

zportals

Flexible 

There isn’t just one use for Zportals! No matter the type of business you have, you can probably utilize it in some way. Here are some great examples of business types that can benefit:

Marketing firms- Need to access a client’s social media account or other password protected accounts? Skip using something way less secure like emails or texts– Zportals allows secure transfer of sensitive information like this through the use of Zoho Vault. Additionally, the client would be able to access analytics and other valuable insight through their portal.

Subscription-based services (like cleaning services and yard maintenance) -  Through the clients portal, a company can share task lists and distribute invoices. The client can also easily manage their payment information and subscription details.

Human resources- Companies can utilize Zportals for training and onboarding, as well as access to documents and getting contracts signed. 

Ecommerce- A product-based website can use Zportals to help clients access purchase histories and other information. It can integrate with Zoho Inventory, keeping track of what’s in stock and what to reorder. 

Portals can also be used for customers to register product serial numbers for a rebate/coupon. Zoho can determine whether that serial number has already been registered or not and keep track of all information along those lines. 

Real estate- If you’ve ever purchased a house, you very well could have utilized a portal through your realtor. A portal like this allows for easy and efficient communication and timely updates on new properties. Plus, being another document-heavy process, a portal could easily make this portion simpler. 

Accounting firm/CPA- Avoiding the never-ending paperwork that comes with managing people’s finances? A solution like Zportals may help with this! Integrate with Zoho Books and keep all the numbers easily accessible in one place. Subportals can be created if a client does both their personal taxes and business taxes through the same CPA (because who really wants to sift through that potential mess?)

web portal plug-in

The Takeaway 

Who wants to build brand loyalty, increase website traffic and manage all their Zoho products in one place? We certainly do!  If that sounds like something that may interest you and your company, you may want to consider Zportals. We can almost guarantee they have a solution that is just what you and your clients need! Check them out today!

Want to find out how we can help you? Book a free consultation with our team, and we’ll see how your business can go from striving to thriving.

Zoho CRM vs Hubspot

We have officially entered the era of data-backed decisions and online solutions! Yes, gone are the days of endless file cabinets and office trinkets most millennials wouldn’t be able to identify (we’ll let you use your imagination on that one). 

It’s 2022– you probably wouldn’t be where you are without a solid website or some kind of SaAS running behind your operations. What tactics and strategies have you added to your business that has helped with sustainable growth and continued success? 

If your answer doesn’t include a CRM, but you have seriously contemplated utilizing a CRM, you’re in the right place! We definitely encourage business owners to give CRMs a try, and we imagine managing your customer relationships (along with just about everything else), all from one place is pretty tempting!

The right CRM solution is going to be different for every business. So, for the indecisive entrepreneurs or the biz owners that just can’t commit, we have done a quick comparison between 2 top CRMs: Zoho and Hubspot!

Zoho CRM

Zoho vs Hubspot: The Similarities

One main similarity between Zoho and Hubspot? Both CRMs are popular and help people effectively run their businesses every day! Now for some more technical similarities: 

User-friendly- When considering customer feedback, both seem to be very user-friendly. New to the CRM world? No problem! Both are known to have interfaces that are decently simplified and easy to figure out. According to our research, Hubspot seems to be slightly easier to use overall, but Zoho has tons of accessible resources if you can’t figure something out.

Preferred by certain industries- If you ask other professionals within your business niche, they may very well have the CRM that’s worked best for them. Keep in mind that business owners have probably not tried multiple CRMs to give a fully fair comparison! With that said, Zoho CRM is a pretty clear front runner in the real estate industry, while Hubspot seems to be favored by the insurance industry. With a quick Google search, you may find some useful insight about the best CRM for your industry!

Plenty of options- Both Hubspot and Zoho have multiple plan options, giving you the ability to choose what best suits your business. They also both offer free trials so you can see if it’s even worth your time in the first place!

Zoho vs Hubspot

Zoho vs Hubspot: The Differences

Customization

One thing we often talk about on our blog is customization. We love a good customization situation! The one-size-fits-all mentality is just not for us; we’d rather be able to pick a good fit versus overpaying for features we’ll never use or items we can’t tailor to our needs. 

With that said, Zoho CRM seems to be immensely better on the customization front. Sure, you can customize things on Hubspot, but Zoho allows you to customize buttons, user experiences, record designs, and even sales stages. An added benefit? Sandbox- a testing environment that allows you to test out changes without immediately causing all kinds of disruption (hey, you may change your mind). 

And remember when we mentioned data-backed decisions? This kind of data gets to you and your team through reports, and Zoho allows you to access customized reports no matter the plan! With Hubspot you can only do this with the Professional and Enterprise plans. 

Integrations

Zoho has an entire product devoted to social media: Zoho Social. This product comes integrated with Zoho CRM and easily connects all social accounts, including your Google profile. Unfortunately,  Hubspot lacks most social media analysis and integrations. 

Both Zoho and Hubspot come with a whirlwind of third-party integration options. However, you have to seriously consider what applications and software you already use (or plan to use) before making a CRM choice. This is because each CRM has a lengthy list of integrations, but that list might not include what you need. For instance, Hubspot does not integrate with Google Analytics or PayPal (and that could be problematic). 

Zoho vs Hubspot

Automation

Fact: Automating processes saves you time and money. Therefore, you’d expect your CRM to be decently helpful in this area, right? Good news: both Zoho and Hubspot allow you to automate many things, from lead scoring to de-duplicating contact data. However, a lot of these features are only accessible with Hubspot’s top plans, whereas you can access with Zoho for far less money. 

Zoho also uses AI to do all sorts of things, including identifying patterns, analyzing data, and making workflow suggestions. Although Hubspot gives the ability to automate items like email alerts and triggers, it lacks AI and its tremendous contribution to automating tasks. 

Pricing

If you take a look at pricing for Zoho vs Hubspot, you’ll initially be shocked at the difference, However, you have to take into consideration that Zoho CRM is priced per user and Hubspot is not. 

Zoho’s free CRM plan allows up to 3 users, while Hubspot is seemingly unlimited. But even with unlimited users, you will be much more limited on Hubspot's free and starter plans. Zoho gives access to a lot more features at a much lower price point, making it great for smaller businesses on a limited budget. 

Zoho’s pricing plan also allows better scalability, given that growing businesses could quickly be priced out of Hubspot. Not to mention, a lack of automation options can make smooth scalability even more difficult. 

The Takeaway

It’s no mystery that both CRMs are solid options. Whether you go with Zoho or Hubspot, just make sure it suits your business needs and gets the most out of your hard-earned money! 

And as always, let us know what you think of your experience with either CRM– we’re always curious!

Want to find out how we can help you?
Let’s chat.

What's The Difference Between Evergreen And Broadcast Campaigns? When To Use Both.

If you have missed the email campaign train (excuse the rhyme), then you have missed a major marketing opportunity. Businesses of all types are building their email lists and utilizing this method to communicate updates, sales and so much more!

Are recipients guaranteed to open every email? Nope, but they are on that list for a reason- whether they already made a purchase or expressed some sort of interest in your company! 

So, what is your business missing out on by not catering to a well-established group of subscribers? Good news: it’s not too late to jump back on that email campaign train! And with some additional clarification on different types of content and campaigns, you’ll be an expert in no time!

email campaigns

Let’s Talk About Email

Did you know over 4 billion people use email on a daily basis? And by 2023, that number is only expected to grow. A majority of email users check their inboxes more than once a day and it’s how they find/receive the most coupons and promotions.

broadcast and evergreen campaigns

Businesses of all sizes and niches utilize email campaigns, so don’t worry about your business not being a “great fit” or not being “big enough”. It’s all about testing out what works the best for your specific situation and catering your content for optimized results.

Speaking of content, that leads us to our next pertinent topic: types of email campaigns and the content they include! 

Let’s Talk About Evergreen Campaigns

In case you’re wondering if you accidentally clicked the wrong link, this isn’t an article about trees. However, it just so happens that the term is named after evergreen trees, considering they don’t lose their leaves and remain consistent no matter the season!

When we refer to evergreen content, we are talking about content that remains relevant and relatable for a long period of time. Ideally, you can use evergreen content for years without it becoming outdated or irrelevant.

Evergreen content is great because of its ‘one and done’ vibe, which ends up saving you a lot of time and effort. Create some evergreen content once and use it over and over again. It’s great for editing a bit and repurposing down the line (with minimal work required). 

If you take this concept and apply it to email, you have (drumroll, please): an evergreen email campaign! It’s consistent and does a great job with helping you build a relationship with subscribers. 

Let’s look at some things that would fall into this category:

What to avoid:

× Anything seasonal

× News articles

× Anything considered trendy

Let’s Talk About Broadcast Campaigns

Broadcast campaigns are quite the opposite of evergreen campaigns, and (in our opinion) much easier to understand and create.

Broadcast campaigns are your standard time-sensitive emails where in a month or even a few days they can have a totally different meaning. This is probably the bulk of what appears in your inbox, especially from stores and restaurants. 

Although broadcast campaigns aren’t going to be part of the “one and done” mindset like evergreen campaigns, they are good ways to get attention quickly.

 Some examples from this category would be:

With broadcast campaigns, you don’t really need to worry about what to avoid. Honestly, the options are endless with this one! They are a great way to attract attention and create a quick uptick in revenue. 

broadcast and evergreen campaigns

Let’s Talk About Next Steps

So, all this information is great, right? But what about how to proceed? Which type of campaign is working better? How will you know what to change or what to add? How will you know if this email stuff is worth it??

That’s where Zoho Campaigns comes in! You don’t have to be alone in this email maze, paying for multiple services recommended by multiple blog posts. Zoho Campaigns is a one-stop shop for your email marketing needs!

Not only will it automate processes for you and cultivate a growing subscriber list, but Zoho Campaigns allows you to conduct A/B testing and determine what’s actually working the best!

Test out types of content (ahem, like evergreen vs broadcast) while tailoring your intended audience. 

Zoho Campaigns will track who is opening your emails and all kinds of other helpful subscriber stats that will move your email marketing right along. You no longer have to fear that you’re wasting time on something that isn’t working– Zoho has your back!

email campaigns

The Takeaway

Email marketing can be super effective and doesn’t have to be a headache. Hopefully we have convinced you it’s not that hard to get started on your email campaign journey, and that there’s always resources ready to guide you out of a conundrum! 

As always, we’d love to hear about what works for you and what you can do without– after all, we care about your success! Until next time, Email Explorers…

Want to find out how we can help you? Let’s chat.

Integration Spotlight: Zoho Books and Avalara

Annnd we are back with yet another great episode of Zoho Books: Accounting Software Extraordinaire! Boy is this a series we could easily binge-watch… Ok, maybe Zoho Books and chill doesn’t seem all that appealing- we get that. Something that does seem appealing? Another great Zoho Books integration that makes the tax side of your small business seem like less of an obstacle: Avalara! 

With this handy integration, Zoho Books not only has your accounting under control, but you’ll be able to rest easy knowing you are sales tax-compliant! 

Growing your business takes a lot of time and energy; why not focus on what’s important while Zoho Books and Avalara take care of the nitty gritty money details? Makes perfect “cents” to us! (Don’t worry, that’s it for the puns for today.)

Cutest Couple 2022

If the accounting world had high school superlatives, Zoho Books and Avalara would 100% win the cutest couple title. Now you may think that’s a bit extreme, but hear us out!

First of all, Zoho books allows you to automate all your business’ accounting needs for a very fair rate. Invoices, reports, inventory-tracking– Zoho Books has a feature that covers just about anything you can think of.

However, one thing we are missing from this accounting equation: the expansive and mysterious world of sales and use taxes. (Does reading the word ‘taxes’ make you cringe? Because it sure did make us cringe as we wrote that.)

That’s where Avalara fits in perfectly: they offer cloud-based software that can help just about any size business remain tax-compliant. Whether small, midsize, or enterprise– your business doesn’t have to continually battle the confusion and overwhelm that taxes can cause. Struggling with keeping track of all the new regulations? Confused about the categories your business falls under? Avalara is built for businesses with questions just like these!

tax

Automation Is Always Your Friend

Sick of manually entering everything and doing the math yourself? Does it make you nervous to count on free applications and websites to take care of such an important task? Avalara is a great way to automate your sales tax situation while you focus on everything else that’s important! 

Plus, Avalara can truly be a ‘set it and forget it’ scenario, because they will add updates and automatically keep everything compliant no matter the random changes.

Avalara Has You Covered

Do resources on taxes often create more questions, rather than answering the ones you came there for? Don’t worry, it happens to us all the time. (It may have even happened to us as we wrote this very blog post…)

So, we’ve accumulated a list of things that we wanted more clarity on, and that Avalara just so happens to take care of for you:

Tax registration:

Did you know you have to register your business before collecting sales tax? Any state where you make sales, you have to register your business with that state. If it sounds like a hassle (and too much paperwork), that’s where Avalara steps in and not only simplifies the process, but makes sure you have registered in all the right states.

Exemptions:

Does your state offer tax exemption holidays? Do you know who qualifies as exempt? Does your product/service qualify for exemption? If you’re like us and don’t have time to worry about details like this, Avalara knows all the answers to these questions and more.

Updates and Changes:

Like we mentioned before, you won’t have to worry about any new laws or changes with Avalara around. They do all the research for you!

Jurisdiction:

Location is important when it comes to sales and use taxes. Do you understand your jurisdiction? Are you charging the right amount of taxes for your jurisdiction? Turns out your jurisdiction is way more than a zip code! Avalara can determine all of this for you (or confirm you have been doing it correctly).

Nexus:

If you conduct a certain type or amount of business in a given state, you have possibly created a nexus in that state. This means you must collect sales taxes and pay them what you collect. Even better, every state has different rules (yes, we’re serious). Sounds like we’ll let Avalara handle that potential nexus chaos! 

Industry Categories:

Does your business involve more than just straightforward retail? Are you unsure of how to proceed with sales taxes? Are you unsure if you even need to collect sales taxes? With things like short-term rentals, you may be missing some tax items, whereas you don’t have to worry about it under a marketplace facilitator like Etsy. Avalara will look at all these factors and determine what you need to consider!

Ecommerce:

If you run sales through your site and use an ecommerce solution like Shopify or Squarespace, you have to collect your own sales tax. Thankfully Avalara can seamlessly integrate with your ecommerce platform and make that way easier!

Avalara

The Perks Are Endless

Avalara is just one giant confidence boost for business owners, and that’s something we can get behind! Put your mind at ease and walk away feeling:

Avalara

Honestly, we keep thinking of more and more great things about the Zoho Books and Avalara duo, but we want to keep this short and sweet. Head on over and check out what options are a great fit for you and your business!

Application Spotlight: Zoho Mail

Emails are so fun! They are the highlight of my day! (Said no one ever).

How do I start this email? How do I sign this off? Is this too formal? Did I use too many exclamation points? Did I put in the correct address? HOW DO I LEAVE THIS EMAIL CHAIN?

Emails get a bad reputation because they are associated with work and that’s just no fun! However, they have become a communication staple and most organizations can’t conduct business without them. 

What’s our point? Maybe it’s time to stop hating email! Since it’s pretty much inevitable, maybe it’s time to embrace the things that make email a little easier (and possibly more enjoyable)!

That’s where our lovely friends at Zoho come in with another awesome product: Zoho Mail! 

Let’s talk about a few ways Zoho Mail can make emails a little less nightmare-ish for you and your business!

zoho mail

Customizable and easily controlled

If it’s not customizable, it’s more than likely not going to be Woggle-approved. Lucky for you, Zoho Mail has passed our rigorous tests and is more than capable of becoming an all-star email solution for your business!

Zoho Mail allows you to easily manipulate basic items like password policies and spam filters. Set conditions and create guidelines that are optimal for your business; You can even create groups with specific group moderators and assign roles all from one convenient control panel.

One of our favorite Zoho Mail features? Custom domains! Ever get tired of the same old domain options? Have no fear– you can create your own domain using your company name! For example, we could claim wizards@woggleconsulting.com as our very own! (Maybe we should seriously consider this…)

But in all seriousness, you can use a custom domain and create an email for different departments or individuals. You can also create multiple email aliases. As an added bonus, there’s no limit to the number of custom domain email addresses if you choose a paid plan! 

Communicate and collaborate

Streams is another great aspect of Zoho Mail that keeps things running smoothly. Communicate with the team on a shared wall, start a group chat, or even collaborate within an email. Yes, you read that right– Streams allows you to consult people about a draft before you even hit send! 

Instead of a lengthy, confusing, and time-consuming email thread, Streams allows everyone to easily tag each other and collaborate in a more “social media-esque” way.

Keep things private and secure

Data privacy and security– that’s what we like to see! With the topic of email, data is an especially important topic that no business should ignore! 

Are they selling my data? Who can access my data? Where is data security on their priority list?

Thankfully Zoho takes this very seriously and offers an abundance of features that make your email super safe. Zoho is GDPR compliant, ensures emails are encrypted, and even includes unusual activity reports among their lengthy list of features. 

You can also enjoy an ad-free mailbox (yes, ad-FREE) and rest assured that they aren’t using your data to tailor ad campaigns. 

Zoho makes sure none of their own employees can access your data/emails unless there’s a very specific reason or help request! You can even set your own password policy and have all users reset passwords as consistently and often as you please. 

email marketing

Make your life a little easier (and more organized)

Like other “suites” out there, Zoho Mail offers a handy Calendar feature along with Tasks and Notes. 

Take a peek at their website for more details, but there are five incredibly convenient ways to create tasks, including directly pulling info from within an email. You also have the option to create subtasks, along with notifications and email reminders.

Worried about transitioning to an entirely new email service? Zoho Mail has you covered with their migration tools: move over your emails from any provider with Zoho’s migration wizard! (We’ve talked a lot about wizards in this blog post…)

zoho mail

Dependably Accessible

Use the mobile apps or access everything on your desktop– whatever is most convenient. Zoho Cliq is another great option that will sync all your Zoho information on all your devices!

Have multiple tasks created within Zoho Mail along with tasks from other products? You can easily see all your Zoho tasks all on one convenient screen! Access your control panel wherever, whenever and with offline mode, you can work in Zoho Mail even when Wi-Fi’s not the most dependable.

Wrapping Up

We could talk about the wonders of emails for days.. 

Okay, that’s actually not true– but we could easily talk about the wonders of Zoho Mail for days! Like any other great Zoho product, Zoho Mail has tons of great features at a great price point. (And if your business has 5 or less employees, you can actually use Zoho Mail for free!)

Reasonably priced, accessible, and tons of awesome integration options– Zoho Mail may just be the perfect email solution for your business!

Want to find out how we can help you? Let’s chat.

Why Zoho Creator is a Great Next Step for Your Growing Business

Let’s be realistic: Business owners cannot possibly be experts on everything. It may seem cheaper to wear all the hats, but ultimately time-consuming and unsustainable. 

That’s where Zoho and its myriad of solutions come into play– access the help your business needs and free up valuable time to focus on other things. One of our favorite business solutions? Zoho Creator!

Curious what the magic of Zoho Creator has to offer a savvy business owner like you? We’d love to tell you!

What is Zoho Creator? 

Zoho Creator is a straightforward and reasonably priced way to create custom applications for your business. No coding background? No problem! Lacking years of IT troubleshooting experience? Zoho has you covered. 

It can take tons of time and research to find an appropriate solution, and the application may still not cover all the necessities. Or even worse, you are paying for extra features you will never use.  Zoho Creator enables you to custom-build a solution that truly fits your business needs instead of settling for something just okay. 

You can build what you need and insert it just about anywhere online, from websites to email campaigns. Zoho Creator will help create an application that collects and organizes whatever data matters to your business. Contact information, inventory, purchase tracking– you name it, Zoho Creator can build something for it.

Let’s look at some more benefits of trying out Zoho Creator!

zoho creator

It’s Easy to Use

We say this about every Zoho product because it’s not only important, but it’s so true! All of Zoho’s features are user-friendly and incredibly straightforward. They structure things so that instead of having to find an expert, you become the expert!

Zoho Creator makes custom applications attainable for everyone, despite your training or certifications. It’s super quick and easy to import data, and it even integrates with over 500 commonly-used third-party applications like Shopify and PayPal. It also integrates with all of Zoho’s other products. 

Once you create your great new application, you can access it anywhere, anytime. You won’t be limited to a desktop to update data– you and all other designated users can log in on mobile devices!

Embrace the Simplicity

Listen, your IT department has enough on its plate. Whether that department is one person, ten people, or completely nonexistent, there’s a never-ending to-do list in this digital age.

Building your applications through Zoho’s cloud-based software means one less call to IT. Easily make updates and additions through your Creator account. Zoho’s attentive customer service and helpful troubleshooting resources are always available to help when you run into an issue. 

Are you overwhelmed by the 38 different types of data fields? Confused about what option would be best for what you need? Don’t worry– Zoho Creator has templates to make your life easier (you won’t be stuck building everything from scratch). They also have user guides based on business size, niche, and your role in the company if you really don’t know where to start!

zoho creator

Effectively Manage Data

Data can be overwhelming, and the only way to consistently improve your business is through effective data analysis. But what comes after collecting and analyzing that data? Where does it go? How much sits unused?

Data needs to be reported and easily visualized. Zoho Creator’s Reports and Pages features provide detailed reporting with great visuals of complex data. Don’t worry about sifting through spreadsheet after spreadsheet– Zoho Creator will create concise and colorful graphics and charts to display information!

PS: It’s 2022, so we can’t afford to skip over an important topic like data security! Like all of Zoho’s products, Zoho Creator takes data privacy and protection very seriously. They even give you complete control over what other users have access to your applications. Rest assured that your data is in good hands as you explore new business solutions!

Automate, Automate, Automate

Have we mentioned that we love automation? Jump into the ‘set it and forget it’ mentality with Zoho Creator! Being a business owner is busy and stressful– automate some processes and lessen your load!

With Zoho Creator, you have the option to build an application with control actions that will trigger a workflow. So when a customer takes a specific action, you can set your application to automatically redirect them to another page or send confirmation emails and appointment reminders. There’s something you can automate within your business, and Zoho Creator is the perfect place to experiment!

zoho creator

Not-so-scary Price Point

Last (and certainly not least), we feel the need to hit on Zoho Creator’s accessible price point. Like with any Zoho Product, there’s a free trial. The free plan is also a great option if you’re not quite ready to jump in with both feet! 

Check out their detailed plan pricing comparisons and figure out the right option for your business!

Wrapping Up

Business owners everywhere seek one thing: Easy to use business solutions at an accessible price point. Zoho offers just that, and Zoho Creator is a great place to start. Try it out. We would love to see what you build!

Contact us for a consultation!

Is Email Marketing Dead? We Investigated and Here’s What You Need to Know

Social media as a marketing tool has really taken off in the last few years. Not only are social platforms free and on-trend, but they cater to a variety of demographics. With that said, it is important to acknowledge a marketing tool that has been around for far longer: email.

One piece of advice that we have heard more and more lately is that an email list is crucial to growing your business. If all your customers only follow you on Instagram or TikTok, you risk losing all progress if the platform shuts down or makes significant changes. With email, you have an established list of contacts no matter what happens to the tools and platforms.

So, what’s one of our favorite tools for managing email marketing? Zoho Campaigns. Let’s look at why Zoho Campaigns (and email marketing in general) are essential to consider. 

Why We Shouldn’t Ignore the Importance of Emails

Email marketing

Take a look at your email inbox– companies take all sorts of approaches to reach you! You’ll see newsletters and cart abandonment follow-ups, freebies, and discount codes. Email marketing is still an incredibly relevant approach to boosting sales and customer engagement.

Not only is it important, but it’s become increasingly easy to manage an email campaign through software like Zoho Campaigns and other popular tools.

Currently, about 64% of small businesses utilize email marketing. Not only that, but for every dollar spent on email marketing, companies report an ROI of about 42 bucks! Those numbers are pretty convincing, and it’s kind of difficult to find statistics arguing against email!

How Emails Can Fit into Your Marketing Efforts

Okay, so what is email marketing exactly? Email marketing software like Zoho Campaigns and MailChimp collect contacts through sign-ups on your website or other lead generation tools. They allow you to build customized emails with specific messages and can automatically send them out to your email list. 

Email marketing software can automate the entire process! We can connect with customers and send information about promotions and events by email. The true gem? Email enables us to build a trusting relationship with our client base that keeps them coming back!

What’s So Great About Zoho Campaigns?

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With Zoho Campaigns, you have pre-designed templates ready for use. Create a customized message and tailor the CTA. You can even customize content based on the targeted demographic and perform A/B testing to see what’s most effective!

Zoho Campaigns allows you to set the email frequency so it won’t seem like you’re spamming everyone. It will monitor recipient activity on sent emails and send follow-ups based on that activity. 

Zoho Campaigns has a feature where you can score subscribers based on engagement, giving insight on sales potential and when to move them to a CRM. 

It also offers real-time analytics and reports because how can we improve our business operations without analytics? 

We’re All About Some Integrations

Zoho is great when it comes to integrations! They don’t force you into purchasing all their products and services– instead, they give you the option to bring currently used products along for the ride. 

One of the best Zoho integrations for product-based businesses is Shopify. Zoho Campaigns will combine with Shopify to send emails about purchases, abandoned carts, and store updates.

Additionally, it integrates with website builders like WordPress and photo providers like Unsplash. Zoho Campaigns also works with HubSpot’s CRM, Survey Monkey, DropBox, and social platforms like LinkedIn and Facebook. 

Let’s Talk Cash

Let’s face it, the more we can save on business processes, the better.

Email marketing

For this reason, we took a look at Zoho Campaigns competitors and made some price comparisons. MailChimp, often recognized for its data-backed campaigns, costs $17 per month for 500 contacts, whereas Zoho Campaigns is $4 per month. For 2,500 contacts, Zoho Campaigns is $10 per month, and MailChimp is $59. Keep in mind that those prices are for a standard package.

Zoho Campaigns and MailChimp both offer a free package (until you find yourself needing more add-ons). This is nice when you are overwhelmed by options and just want some low-pressure trials. Hubspot also offers a free package under the same circumstances.

FloDesk offers no free options but quotes a flat rate of $38 per month for any package. This may not be a bad option if you want a fancy package with all the bells and whistles.

Overall, Zoho Campaigns is cheaper and offers all the features you could ever need. Whatever your specific marketing need, Zoho probably has you covered for a nominal fee compared to other software. 

The Takeaway

If you haven’t already entered the world of email marketing, we suggest you try it out! It’s never too late to improve strategies and invest in the growth of your business. Obviously, we are fans of Zoho Campaigns and all the other great Zoho products, but we are always here to chat with you about whatever route is best for you and your business.

Why Your Small Business Needs a CRM

Imposter syndrome is easy to catch, especially with information thrown at us from all angles.  Business owners are constantly in a state of comparison, worrying about the competition and how to stay relevant. They have to worry about the next steps and how not to get overwhelmed. 

Today, we remind you of something important: no business is too small to invest in the right tools. 

Yes, you heard us correctly– nurture and invest in your business! If you don’t invest in it now, how will it ever become the Allstar you know it can be? We also happen to know of a great place to start: CRMs.

There’s the imposter syndrome kicking in! We can hear it already! Well, shut it down because your business is fully ready to add a CRM to its toolbox. If you find the right CRM that fits your business needs, it will propel your business forward.

What the Heck is a CRM?

Concept CRM or Customer Relationship Management. The person draws a system of business interaction with the customer

CRM stands for Customer Relationship Management, and the concept is pretty straightforward: CRMs take care of your customer relations from start to finish. They collect valuable info from customers, determine potential leads, and manage the relationship going forward. 

Depending on the CRM, it honestly can do anything to help with your business needs, from finances and sales reports to customer support. 

By 2027, the CRM market is expected to skyrocket to 113.46 billion dollars! Businesses of all sizes and niches use CRMs and get some major bang for their bucks. Now let’s take a look at some more reasons why a CRM would be great for your small business!

Get Help Growing Your Business

All businesses start from somewhere, but that doesn’t mean you have to stay there. If your business is doing well and you know it’s getting bigger and harder to manage, invest in tools to aid scalability. Growing pains will happen– CRMs can be a major help with those pains. 

Take on more customers and profit without hiring tons of extra team members. Let the CRM do the mundane, time-consuming tasks. Let it organize the information and create reports. You’re going to outgrow those spreadsheets, so let the CRM take over!

Businesswoman using a tablet to analysis graph company finance strategy statistics success concept and planning for future in office room.

Don’t get bogged down by a growing number of to-dos; pay a monthly fee and let the CRM perform its magic.

Concerned about finding the CRM that aligns with your business growth goals? Zapier did an excellent report on the best CRMs for different needs. Are you worried about the price? Need help with scaling? You’ll find something that suits you on this list.

Add a Middleman

Listen, the middleman gets a bad reputation– sometimes it's not all that bad of a concept!

You don’t have to worry about human error with a CRM because it will communicate pertinent changes and news. A CRM will consistently update information and make necessary phone calls. It will know when to follow up (and actually follow up), so you don’t have to hire another person to handle that. 

We’re all about giving people jobs, but sometimes more hands in the pot can make a real mess. Forget about the human go-betweens and add in a CRM– we’re confident you won’t regret it. 

Collaboration Station

After the CRM frees up some valuable time for team members, they can focus on more pertinent tasks. What's even better? Those weary tasks won’t result in lost information or reports. Input something into the CRM one time, and it will be available for all to see. 

With a CRM, team members don’t have to worry about communicating spreadsheets and new information with each other— it’s all easily accessible in one place. Less paperwork and side emails make a much more manageable group project. 

More Than Just Collecting Contact Information

CRMs gather contact information from customers and potential customers, but they do much more than that! They can determine leads, generate reports, help with invoices, and track website activity. 

Developing programmer Team Development Website design and coding technologies working in software company office

CRMs will even assist with customer service and support, tackling the items that you won’t necessarily be able to keep up with by yourself. A growing business means more customers, but that comes with complaints and an increasing focus on customer satisfaction. Let the CRM keep your customer relationships strong and help with returning sales.

Endless Integration Possibilities 

If you are paying for other services and are worried about juggling those on top of a CRM, don't worry– many CRMs can seamlessly integrate with other applications.

For example, Zoho can integrate with many popular applications, like Slack, Shopify, MailChimp, and Quickbooks. They even team up with RingCentral, a phone system designed for small businesses. And (don’t worry, we won’t list them) we heard Zoho can integrate with RingCentral in 192 different ways!

The Takeaway

Don’t sell yourself short simply because your business is small. Start investing in the right tools, and it will jump up to the big leagues before you know it. Woggle will help you find the right CRM fit for your business, and we can guarantee you won’t regret it!