Cube Yogi

Recently Zoho CRM Community had a blogpost on how to add country code to Leads along with a script to do the same. But the script seemed to leave a lot to be desired. Here is a screenshot of their 10-line script: These are the missing things we noticed with the above script: 1. First, there needs to be validation of whether the incoming phone number is empty or not. In the above script, even if the phone number is empty, '+91' will be added to the phone number. So, this means, in such records, phone number field will have only the value '+91'. 2. It would have been good to make it more generalized than hardcoding a specific country code into the script. Because this script is going to be applied to Leads, it is possible that the Leads may be coming in from various countries, given today's global nature of businesses. So having the script address just one country code is not going to satisfy today's growing business needs. 3. There is no checking in the script t...

One of the first things almost every business owner asks me is "How do I use a CRM? Am I using it right? Am I using it to its full potential?" My answer to this is : flip your question. Are you worried that you haven’t used every button in your coffee machine or your washing machine? Then why do you worry about this? The question should rather be "Am I automating my business right? Have I increased my employees’ productivity using the systems I’m using now, or have I only made it more messy?” So how do you go about deciding to use a CRM? Here are few questions you could ask yourself Are you a marketing-driven firm? Are you a company which depends heavily on marketing to bring in new customers? If yes, then you surely need a CRM right away, so you have better conversions and tracking. However, if marketing is just another function and not so crucial to your kind of business, then you don't need to consider using a CRM. Do you get lots of new leads everyday? Does your ...

In the earlier post , we saw about Zoho’s launch of arguably one of the biggest suite of business apps in the history of software industry yet : Zoho One. Now you are a business owner and wondering if you need Zoho One. After working with businesses across the globe in automating business processes and workflows for the last four years, these are few things I would suggest you consider, before making this decision. 1. Is an Excel sheet the bread and butter of your business? Are you maintaining all your data in Excel? Are you then sharing the Excel through email and then struggling to find out / control who changed what? Is data integrity a nightmare? Time and again, I've been both awed and shocked to see countless business owners making a mess out of their most important thing in their life ... their business, by using Excel to manage it!  Time to #StopExcelAbuse.  I will make a separate post on interesting cases we have come across on Excel abuse. 2. Are you employing so...

Zoho One.  Arguably the launch of the biggest software suite of Apps in the software industry yet.  When I first heard of this, I was not paying attention because I thought to myself "Just a rumor". But when I saw the launch today, it was mind-blowing! How could someone give away a suite of almost forty enterprise-ready apps for such a drop dead price?! But it's true and it is happening.  Drop-dead Pricing 38 cloud-based Apps + 55 mobile Apps. Must be a whopping price for so many Apps, right? That’s what I thought until I heard the price of $30 / month / user! That works out to about just $1.36/day/user, or rather, a little more than 15 cents/working hour/user! Cheaper than a cup of coffee! One for All. All for One. It’s is a very powerful concept. Come to think of it. All for one. All the business apps that you needed so far and possibly will ever need. One for all. One Suite. One login. One place for all your data so you can start connecting them together and making b...