22 Feb Zoho CRM Updates

Zoho CRM have announced their new updates for the company’s online customer relationship management software. The flagship update announced is a brand new Document Library module which allow a company’s sales people to centrally store, manage and collaborate on all data related to sales. Zoho CRM still remains the comany’s largest and most effective product, with more and more company’s signing up to take advantage of the services Zoho provide. The updates include: Document Library – This creates a built in and secure document database centralised within Zoho CRM, ensuring that all users have access to the latest versions of sales-related data with real time updates. All documents are categories according to roles for ease of use, and can be instantly shared with any other user within the system, as well as upload and create files in multiple formats. Users can email documents, such as proposals, to customers directly from the document library. The Document Library is also integrated with Zoho Office suite , meaning users can edit documents within the browser. This new feature comes with 250MB of free storage per user for all Zoho CRM Professional Edition users. Enterprise users get 500MB of free storage per user. MailMagnet – MailMagnet is aimed at salespeople. It works to differentiate between essential emails and junk in order for salespeople to become less distracted from the task at hand. MailMagnet scans users’ mailboxes and displays only emails from prospects and customers that are relevant inside CRM. Users can reply to emails, andadd additional tasks. MailMagnet works with Zoho Mail, Gmail, Google Apps, Microsoft Exchange and other email services. The Zoho  Android and Mobile apps have received an update allowing the app to recognise your location. This new feature lets field sales people instantly view customers and prospects near their current location and display them on a map. This feature will prove to be very helpful for travelling sales personnel who want to view their customers in their current area, check their information for updates and possibly arrange meetings. Users can access this feature in the Leads and Contacts modules in Zoho CRM mobile apps.