Trigya - Blog #Zoho One ServicesTrigya - Blog #Zoho One Serviceshttps://www.trigyaai.com/blogs/tag/zoho-one-servicesTue, 06 Oct 2026 06:40:54 -0700http://zoho.com/sites/<![CDATA[Have you checked the Most popular Zoho CRM integrations of 2021?]]>https://www.trigyaai.com/blogs/post/have-you-checked-the-most-popular-zoho-crm-integrations-of-2021

Out of the numerous Zoho CRM integrations available on Zoho Marketplace, here's the main 15 that have been a hit among Zoho clients in 2021. As the year comes to a wrap, our desire is this—utilization these and numerous different combinations to control up your CRM game and head into 2022 more grounded than at any other time.

​#1 Zoho Sign for Zoho CRM


Send your Zoho CRM contacts reports to be signed, and get informed through SalesSignals each time a document is signed or rejected.

​#2 Zoho Bookings for Zoho CRM


Plan, reschedule, and cancel appointments; access your calendar, and welcome your staff to add their own timetables. You can likewise book gatherings, rooms, and classes; view your arrangement history, and keep up with customer subtleties from inside Zoho CRM.

​#3 WhatsApp Web for Zoho CRM


Start and get WhatsApp messages, predefined message formats, and access your message history from inside Zoho CRM. Send Bulk WhatsApp messages with attachments, automate WhatsApp messages with Zoho CRM work processes, and access Zoho CRM client data inside WhatsApp Web.

​#4 SMS - Magic


This WhatsApp and SMS integration gives you a draw-in with clients accessing their preferred channel—be it from your Zoho window or your cell phone. Make context-oriented and time-delicate communication with access to analytics like reaction rates, consistency, and conveyance.

​#5 ZohoWorkDrive for Zoho CRM

Permit clients and staff to team up on customer-related documents and records put away in WorkDrive, all from inside Zoho CRM. Deal with your records without exploring back to WorkDrive.

​#6 Zoho ShowTime for Zoho CRM

Lead online Zoho training sessions for your CRM leads and contacts and straightforwardly welcome possibilities from your leads. Connect with them continuously, gather insightful feedback, and construct more grounded client connections.

​#7 Mailchimp

With this two-way sync, synchronize your Mailchimp campaigns and endorsers with your CRM account and get informed when a supporter is added or taken out. Similarly, move your CRM contacts to Mailchimp so you can draw in with them through email crusades.

​#8 Zoho Contracts for Zoho CRM

Work on contracts and contract layouts by utilizing the data accessible in CRM to auto-populate contracts. Contract chairmen, lawful clients, and different clients can smooth out the most common way of making and keeping up with contracts.

​#9 SMS Smooth Messenger for Zoho CRM

Send templated SMS, MMS, and WhatsApp messages; dribble campaigns; arrangement updates; and on-off messages from Zoho CRM. View answers quickly in your CRM and in your portable application.

​#10 Shopify for Zoho CRM

Effectively sync client, deals, and item information between your Shopify web-based business store and Zoho CRM. This two-way sync additionally allows you to monitor Shopify clients as contacts in Zoho CRM alongside their buys and costs.

​#11 Google Drive

Team up with customers and clients on reports related to their Zoho CRM records. Sales experts can flawlessly match up, share, and oversee documents on their Google Drive account.

​#12 Facebook Adverts Manager

Investigate your Facebook Ad Campaign details from inside Zoho CRM. Utilize this extension to match up to Facebook Adverts, Advert Sets, Campaigns, and Accounts with your Zoho CRM account.

​#13 ClickSend SMS for Zoho CRM

This bi-directional message informing expansion permits clients to send and get SMS messages from Zoho CRM leads and contacts without signing in to the ClickSend stage. Effectively arrive at your client’s by means of SMS from inside your Zoho CRM account.

​#14 WhatsApp Business for Zoho CRM by Woztell

Give your business, marketing, and client success groups the capacity to deal with WhatsApp Business messages productively with various specialists in a bound together stage, computerize dull messages, send crusades, robotize discussions with chatbots, make reports, and significantly more.

​#15 Map Plotter for Zoho CRM

The Map Plotter expansion for Zoho CRM utilizes geo-area data and assists you with finding your leads and contacts in Zoho CRM. You can likewise recognize leads and dispense them to your outreach groups by region.

That's all from our side, hope you like what you just read. We know for sure that these CRM integrations are going to help you a lot professionally in your business. If you don’t know how to work with them feel free to ask for help from us, Trigya Innovations. We know everything about Zoho CRM integrations, just give Trigya Innovations a call and leave the hard work to us. You just chill and relax. We also provide free Zoho consultancy service for you.

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]]>Tue, 11 Jan 2022 22:08:00 +0530<![CDATA[Tips on How to Implement Zoho One for your business]]>https://www.trigyaai.com/blogs/post/tips-on-how-to-implement-zoho-one-for-your-business
Zoho One is the ideal suite that you can choose for your business. Not just for today but also for the upcoming unsettled future. With the 45+ applications at your end, your business will not be interrupted by any unanticipated occurrences. 

But, when implementing Zoho One, most businesses face difficulties in some of the areas. In today’s blog, we are going to tell you awesome tips that will help you streamline your Zoho One implementation. 


1. Documenting the Business Processes

It is essential to understand your business requirements. This understanding will help you to separate and document the work process, leading to better implementations of Zoho One applications. First, understand your business requirements, then document and categorize your business process.

2. Prioritizing each Process One-by-One According to the Business Needs

After you have distinguished your business process, now prioritize each process. To get the targeted profitable result from your business, you need to choose and prioritize the tools. So, understand the start work process that is required at the specified time frame, and arrange them based on the sequence of needs.

3. Identifying the Right Tool for the Right Process

The Zoho One package has a long list of applications that can be overwhelming firstly. But, once you start to know these applications and their significant use you will be in a better position. So, after prioritizing your business processes, choose the proper implementation apps from Zoho One. 

You have to upgrade and use the applications that are specific to the immediate function. Therefore, identify the right tools for the right business application process.

So, get yourself an exhaustive understanding of the Zoho One list of apps.

4. Create System Architecture

Before starting to use the Zoho One resources completely, it is upgraded important to create proper system architecture. That means, creation of proper dynamics through which the workflow can be analyzed, tracked, and charted down for future credibility.

You might have tons of disordered data gathered from different avenues, like from other CRM systems, forms, emails, etc. You first need to filter out the relevant information from them and organize it accordingly.

Having a well-defined system architecture will allow you to track data and have the right understanding of the workflow.

5. Including Team Members in the Implementation Process

Include your team of employees in the Zoho One application implementation process. Since they will be handling the workflow it is important for them to understand the new mechanism. Also, once your team starts to adopt the applications and their implementations, the work process will flow better. 

Also, identify a few team members who will have a complete understanding and can help others to understand the applications.

6. Setting Enough Time to Give Proper Training to the Team

To help your employees understand the applications better, organize proper user training sessions. Allow them to completely explore the applications. In many cases, a raw idea about the applications might result in wrong data entry, which has been measured to be a common mistake. 

Once your team integrates and fully accommodates themselves with these technologies, you will see a speedy and stable work process. This will boost their performance by acting like an incentive that will keep on encouraging them to work for perfection.


7. Contact the Experts for Best Guidance

Handling the long list of apps presented by Zoho One can be tiring. Also, it is not always possible to entirely know the details of the applications. For that, you need an expert, who has a complete understanding of the Zoho ecosystem. Choosing the right expert can help you to avoid 50% of the implementation failures.

8. Cleanup the Old Unwanted Data

Before shifting to Zoho One from your previously used applications, it is a good practice to clean your old irrelevant data. If you bring all your old data to the applications then this will make your work puzzled up, which will need time to organize.

9. Do Not Aim to Implement All the Available Applications

Every business aims to progress through various steps of the workflow, later leading to profitable results. Here, Zoho One exists only to provide you with a suitable ecosystem for your business to improve. Hence, the focus should always be on the business and not on the implementation of every single application that Zoho One offers.

10. Be Ready to Face and Overcome the Pain of Implementing New Changes

When switching and adopting a new application platform, can be exciting and painful at the same time. When you change a system, you not only restructure the external processes but also have to rewire the internal habits.

Use the transition time patiently, so that you can implement the applications efficiently. Always recollect it is a heavy application suite, accumulated for your business to effectively run the various work processes collectively.

Conclusion

Zoho One provides you with one platform, where you can use all the relevant applications to run the entire business. So, collaborate with your team through Zoho One for the efficient functioning of the work process and fulfill your entrepreneurial vision. To Implement Zoho One contact Trigya Innovation Now.
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]]>Mon, 27 Dec 2021 22:35:10 +0530<![CDATA[Zoho Books: Accounting on the go]]>https://www.trigyaai.com/blogs/post/zoho-books-accounting-on-the-go
Zoho Books is an online accounting software solution that manages your finances, keeps you GST compliant, automates business workflows, and helps you work collectively across divisions. Zoho Books provides you complete visibility of your finances and helps you manage the money moving in and out of your business. Zoho Books can simply be defined as accounting for the rest of us.

It includes features like cash flow management, invoicing, including one-off or recurring invoice generation, balance sheet management, inventory management, purchase order management, expense tracking, automated workflow creation, and much more.

Zoho Books is easy-to-understand bookkeeping programming that is an ideal choice for small and developing organizations. It offers various forms and additional items that let you redesign the application to guarantee business development. 



Features of Zoho Books

Invoices
Send customized invoices to clients, set up recurring invoices and automatic payment reminders, connect to payment gateways to allow clients to pay invoices online.

Estimates

Create and deliver estimates, track estimate history, collaborate with clients, simply convert estimates into invoices.

Time and project tracking

Trace time using a web platform or mobile app, handle multiple projects, associate expenses with projects, add tasks to each project, and assign them to specific employees.

Banking

Connect one or multiple bank accounts and automatically import transactions into Zoho Books, see all account activity on your dashboard, automatically categorize transactions, use Zoho Books best match tool for transactions to accelerate reconciliation.

Expense tracking

Track and categorize expenses, bill expenses to clients, create recurring expenses, attach bills, receipts, and credit notes to particular transactions.

Client portal

Give customers access to the client portal so they can handle their information, approve estimates, pay invoices, leave comments, and receive real-time account alerts. It improves the collaboration opportunities for you and your clients. You can send estimates, interact with clients, and get paid via the portal.

Reporting

Use dashboard to see total receivables, sales, top expenses, and more; make business reports such as your profit and loss statement, balance sheet, and cash flow statement; make custom reports; share reports with your team; organize reports with tags.

Taxes

Define multiple taxes, set a default tax rate, calculate sales tax liability for tax time, track contractor payments and file 1099s, integrate with Avalara to get current tax rates and exemptions automatically.

Security

Zoho Books includes SSL encryption and two-factor authentication to make sure your transactions are secure.

Mobile

Download the Zoho Books app for smartphone or tablet to track time, send invoices, and view account information anytime and anywhere.

Integrations

Integrate with other tools within the Zoho Suite, such as Zoho CRM, Zoho Inventory, or Zoho Subscriptions; connect your Zoho Books account to third-party platforms like Zapier, Square POS, Evernote, Slack, Stripe, PayPal, and more.

Customer support

Access customer support via email, live chat, or phone 24 hours a day, five days a week, as well as utilize the support resources on the Zoho Books website


Zoho Books stands out as a good option for small businesses beyond its affordability, thanks to its ability to automate lots of accounting tasks. That frees you up to focus on what you do best – running your business. Estimates and sales orders can quickly be converted into retainer or recurring invoices. You can schedule when your customers are billed and send payment reminders.


Zoho Books is easy to set up and use, and it still manages to be powerful and comprehensive. Through the program, you can access real-time data and analytics to make informed business decisions. Zoho Books' ease of use, features, and pricing makes it a great option for startups and very small businesses. Particularly if your business falls into one of these categories, Zoho Books is worth a close look.


Pricing of Zoho Book

Start with the 14-day free trial and after subscribe to a plan that suits your business needs. Zoho Books is available in 4 plans: Free - $0, for businesses with turnover <50K USD per annum. Standard - $15 per organization, per month, billed annually. Professional - $40 per organization, per month, billed annually. Premium - $60 per organization, per month, billed annually.


In a nutshell, Zoho Books is an end-to-end accounting solution for businesses of all sizes that manage finances across an entire organization. The system automates multiple financial processes such as accounts payable & receivable, time tracking, payroll, transaction management, inventory control, and banking. Additionally, Zoho Books manages customer and supplier interactions through the client portal where customers can securely store their payment information for recurring transactions. 


So, what do you think about Zoho Books? If you have any queries or doubts about how to use or implement Zoho Books please feel free to reach us, Trigya Innovations. We are an authorized Zoho One partner and know exactly how to work with Zoho Books. Let us help you sort out your business accounting needs so that you can just focus on your business growth. Give us a Call Today to keep your accounting in check. 


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]]>Mon, 06 Dec 2021 22:26:49 +0530<![CDATA[Why you should choose Zoho Projects for your business? ]]>https://www.trigyaai.com/blogs/post/why-you-should-choose-zoho-project-for-your-business
Why you should choose Zoho Project for your business?
Project Management demands a lot of different things for different types of business, thus managing a business project is an overwhelming task. Though, with project management software like Zoho Projects, it has become easy for businesses to keep track of their tasks, collaborate with customers and team members, and stay in touch with all the latest updates of the project. Zoho Projects Integration completes all the collaboration needs of your business, which in return brings great changes to your business and enhances its profitability.

Zoho Projects is an online project management software solution that allows a person to run a business with much-needed ease and efficiency. It is made to offer a holistic solution for everyday problems that arise in project management and adds great value to a business.

It is software that avails in planning, tracking, collaborating, and achieving business targets with ease. You can get started by merely using this software with only a few initial configurations and customizations. This software is available in various subscription plans that solve the needs of organizations of various sizes.

Zoho Projects is a compelling tool for both small and boot-strapped businesses as it is easy to use and also cost-effective. Moreover, the project management tool comes with a free trial option so that you can do more than just a test drive before upgrading to the paid version. 
Task Automation


​1. Task Automation

Zoho Projects allows you to automate a task which means that you can set time for adding a task or even a reminder. It is mainly known for its ability to automate various tasks by setting up a centralized workflow. There is a blueprint feature that allows the creation of an independent blueprint with proper designing, the configuration of settings, and execution of processes simply.

With the help of task automation that Zoho Projects offers, task automation can become way simpler as the recurring work is removed. This helps in making sure that just the right steps are taken to do the project implementation. 

2. Customizable Gantt Charts

Gantt Charts allow you to envision the progress of your tasks. With Gantt Charts, you can check every detail of project management including task lists, milestones, overdue tasks, completeness status, and dependencies. Each category can be assigned a different color which makes it easy to identify and differentiate between different tasks.

Gantt charts make it easy to reschedule or reorganize the tasks, change plans by adding tasks, drag and drop a task from one area of the chart to another, and more.

This feature also allows you to switch the views of the chart according to your preference. For example, if you want to sort the projects according to their completion status, you can switch the view to show the upcoming due dates first.
Project planning


​3. Project planning

Zoho projects allow you to break down your tasks into easy-to-manage pieces. You also have centralized access to all of your projects, so you know who each task is assigned to, what deadlines you have coming up, and you can get a comprehensive view of each project. Additionally, you can break your tasks into subtasks, write comments on tasks, and even view tasks by dependency.


​4. Document Management

Zoho Projects not only allows you to keep your files organized but also enables you to share and access the file as required. It doesn’t matter whether it is a document, spreadsheet, pdf, video clip, or report, you can send and save files within Zoho Projects. Additionally, Zoho Projects saves previous versions of files, which helps you recover files or return to the previous versions if needed. Zoho Projects comes with a powerful search tool that helps you locate files without searching for each and everything manually.

5. Reporting

Zoho Projects excels in what a particular job requires when it comes to the reporting tool. First off, Zoho Projects can effortlessly integrate with Zoho Reports which will help you customize the dashboard and track metrics which is crucial to you. Zoho Reports also makes it easy to drag and drop, email, export, and print reports according to your requirement. With Zoho Reports, you will be able to track the team’s progress, keep track of KPIs and do adjustments to workflow strategy.
All in all Zoho Project is an online project management software for managing and creating projects. It helps to plan project activity, assign work, and manage resources. Zoho Projects has a proven track record when it comes to improving the efficiency of businesses. 

It has provided significant benefits to the business in terms of project management and team collaboration. It comprises easy-to-use and user-friendly interfaces which makes it easy for team members to understand the various functionalities of the tool.


If you are convinced enough by the features of Zoho Projects and how it can help you manage your work, then it’s the right time to adapt this software. Trigya Innovations will help you implement Zoho Project for your business. Contact us now and get a free Zoho consultancy service. 



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]]>Tue, 30 Nov 2021 22:20:45 +0530<![CDATA[Everything about Zoho One and its basic features ]]>https://www.trigyaai.com/blogs/post/everything-about-zoho-one-and-its-basic-features
Zoho One is a broad and unified set of applications that work collectively to run an entire business on the cloud. Zoho One is a business process management software that organizations can access at a pocket-friendly price. It offers a wide range of innovative business solutions that helps business owners and administrators to have full control over their business data, from security processes to employee management and more.

The software also comes with proper native applications for iOS and Android so the users can use the app on their mobile devices and work while on the go. Zoho One also helps employees become more attentive and productive as they can access correct data whenever they need it and wherever they are.

With more than 45+ applications collected into a single operating system, Zoho One gives you a customizable stage that helps smooth communication between departments and enhances performance within the organization.

Zoho One has lots of features that will benefit you in establishing a strong work environment and business growth. Let’s discuss these features in detail.

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​Sales and Marketing

Zoho One provides powerful sales tools like Zoho CRM, SalesInbox, and Zoho Bigin to help your company convert more leads, engage with clients, and build your business. With Zoho’s sales tools, you can close deals quicker, smarter, and better. With Zoho One’s marketing applications like Marketing Automation, SalesIQ, Campaigns, and more, you can effectively manage your marketing activities across multiple channels to attract and engage more clients.


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​Email And Collaboration

Zoho One combines collaboration, productivity, and communications tools and incorporates them into other business processes to bring context, comfort, and continuity. Whether your team needs to collaborate on tasks, arrange team files, learn together, or need a shared inbox, Zoho One has it all. With Zoho One’s email and collaboration tools like Projects, Workdrive, Connect, Sprints,  Meeting, and more, your company and employees can transform ideas into reality faster than ever.


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​​Finance Management

Zoho One has finance applications that let you handle all aspects of your company accounting, invoicing, subscriptions, and checkout processes. You get Zoho Books that help you automate all accounting tasks so you can focus on your business. Zoho Invoice helps you send payment reminders, keep track of expenditures, and get paid faster. Zoho Expense automates your expense reporting and helps you gain complete control over extra spending.


Also Read: Zoho Inventory and Zoho Books setup to improve your companies Finance 

Business Process and Operations

You need the right tools to administer your everyday processes. Zoho One has Zoho Creator – an end-to-end business process management software – that helps you create process-based applications and manage your data more efficiently. If you require actionable insights from your data, Zoho Analytics connects, creates, and analyzes your data to help find out hidden insights, all within minutes. Use Zoho DataPrep to ensure your data for analytics or data warehousing. Zoho One offers Subscriptions and Inventory applications to help you to manage subscriptions and inventory.

Integrated operations

Zoho One brings an abundance of applications that allow different individuals and teams to collaborate and communicate with each other. Everybody in the organization or company can, therefore, get on-time and accurate information, making workflows smoother and efficient. Moreover, since every department can connect with each other in a seamless manner using only Zoho One affordable application, there will be no requirement for more IT expenditures. So the expenses will also be reduced.


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​IT & Help Desk

Turn your customer service with the industry’s first context-aware help desk software in Zoho One. Zoho Desk is available with Zoho One that allows your team to manage your customer conversations across multiple channels, automate repetitive manual actions, add custom capabilities through REST APIs, implant a knowledge base and AI facilities into your website, and proactively classify support tickets using Zia, the AI-powered assistant. Give remote assistance through Assist and Lens in Zoho One.

Zoho One allows different users to have access to Zoho features using a single account

Zoho One enables various users, from business owners to management employees, to access data on their laptops, desktops, and even on their mobile phones with the help of only a single account. Hence, administrators and company owners can have tight control over their business security policies and information. It also makes accessing the platform’s features easier and more efficient.


Zoho One for Small Businesses

Zoho One is an award-winning comprehensive suite of applications trusted by 50+ million users. Not just large enterprises, Zoho One is the best value for a small business. Zoho One gives small businesses access to 45+ integrated applications to manage, connect, and automate business processes across your entire organization at an incredible price point.


We mentioned almost everything in this article that you need to know about Zoho One. Rest if you have any queries or doubts, Trigya Innovations is ready to help you. We are the Authorized Zoho One Partners for a very long time and know absolutely everything about Zoho One.

Hurry up and take your business to sky heights with the help of Zoho One and Trigya Innovations. 

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]]>Mon, 22 Nov 2021 23:10:28 +0530<![CDATA[All you need to know about Zoho Recruitment Process Automation.]]>https://www.trigyaai.com/blogs/post/All-you-need-to-know-about-Zoho-Recruitment-Process-Automation
All you need to know about Zoho Recruitment Process Automation
Your company’s hiring procedure may start out simple, and you can learn as you go with it. But as time pass your requirements start expanding, you’ll require to depend on support systems around you to refine your hiring process. In today’s digital era, though, software that can automate the daily recruitment tasks your team has is becoming a vital component for your growing company.

Zoho Recruit’s Recruitment Process Automation (RPA) can enhance productivity, decrease time-to-fill and cost-per-hire, and help you make the right employment decisions by improving your organization’s overall talent profile.

Zoho Recruit provides you the choice to automate the workflow process and set up automatic revert back, alerts, and notifications ahead of time to keep your procedure running smoothly. The automation features a target to make the complete hiring process easier, from sending emails to each new client to scheduling daily follow-ups automatically. 

Automation has become a priceless resource for hiring agencies and internal HR teams everywhere. For Small and Medium enterprises and freelancers, it also provides the competitive edge needed to stay appropriate by giving you more time to focus on improving your organization’s productivity, growth, and employee experience. 


Here are some of the instances of how Zoho Recruit’s Recruitment Process Automation can optimize various areas of your hiring process.


Applicant Sourcing & Engagement

When applied to candidate sourcing and engagement, RPA can assist you to look for active job finders and sustain passive applicants. With one click, you can share your job ad to the most popular job sites on the web, and social media integrations make it easier for applicants to apply through sites like LinkedIn or Facebook. Zoho Recruit’s Source Boosters also collect and examine applicant profiles and match them mechanically with your job openings. Furthermore, you can automate applicant outreach with Autoresponders and enhance engagement by keeping in contact with potential hires through each step of the recruitment procedure.


Applicant Screening & Experience

Zoho Recruit’s Chatbot and Career website can mechanize your applicant screening, status updates, and different aspects of the applicant experience. It also gives potential candidates a hub to explore details about your company. Links to social media handles branded messaging, and custom layouts will give applicants more confidence that they will be joining an organizational culture they will love. And between the two features, they’ll enjoy a streamlined, simple-to-use, and versatile interface when submitting their application for one or many of your open job roles.


Interview Scheduling

Zoho Recruit’s Calendar Bookings help you totally automate the interview scheduling procedure. With this characteristic, you list your open interview timetable and allow applicants to choose from what is available. This gives the applicant command over when they'd prefer to interview, eliminating the traditional back and forth email conversation and saving both you and your applicants time.


Evaluations, Interviews, & Background Checks

There’s more to interviewing than just scheduling, though. As a matter of fact, applicant evaluation is a hotbed of growth in the ATS market. Zoho Recruit’s remarkable Skill Matching System, Video Interviews, and integrations with big vendors like HackerRank, Spark Hire, Central Test, and Skill Survey assist you test applicants for specific attributes and make informed hiring choices. Moreover, integrations with Checkr, HireRight, and Verified First help you carry out quick background checks and show detailed reports specific to each applicant.


Recruitment Marketing  & Candidate Relationship Management

Recruitment marketing and candidate relationship management (CRM) software assist organizations to maintain relations with applicants on an ongoing basis at scale, rather than simply connecting when they are in an active interview procedure. Utilizing Zoho Recruit’s Workflow, Autoresponders, and Email Scheduling, you can easily set up and manage automated emails to your applicants and customers. Moreover, Recruit offers Candidate Portals for effortless communication between applicants and your hiring team whenever they have queries or concerns.


AI Matching & Ranking

Finding the right applicants and matching them with the right job role is a basic work of recruitment. However, depending on a manual review of each applicant’s resume will normally lead to missing out on great hires. Zoho Recruit uses Zia, an AI recruiting assistant, to show and match applicants based on skillsets and job necessities without having to compare them the hard way. Zia also creates Match Scores to assess and rank applicants based on a job opening and vice versa. This match score is somewhat created based on the skillset mentioned with the job opening when it’s first made and the information in the applicant record’s Skills field. This implies that you can set up ideal skillsets in advance to smooth out the hiring process before ever accepting your first application.


Once you’ve applied and automated these routine parts of your hiring process, you will be able to provide more time and resources to future-proofing your operations and hiring skilled candidates in higher volumes.

If you’re looking for an end-to-end talent acquisition system to automate and increase your hiring process, take Zoho Recruit for a spin! Trigya Innovation will be happy to help you set Zoho Recruit for your business and easy hiring process. 
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]]>Mon, 15 Nov 2021 21:38:27 +0530<![CDATA[5 characteristics that form a complete HRM software system]]>https://www.trigyaai.com/blogs/post/5-characteristics-that-form-a-complete-HRM-software-system
5 characteristics that form a complete HRM software system
With rework-from home becoming the new normal, organizations can no longer afford to manage their HR operations manually. Doing so can put severe stress on your HR team, frustrate your staff, and damage your employer's reputation. That’s why it’s important to implement HR tech that can help your HR team and your employees complete the tasks they need to from anywhere, at any time. This is where HRM software comes to the rescue.


Characteristics to look for in HRM software

HRM software makes it easy and automates almost all stages of the employee journey, from talent acquisition and talent development to core HR operations and talent management. Here are five features that every HRM system should have to be considered an end-to-end people management solution

Core HR operations

HRM software should be able to track, simplify, and automate all of your core HR operations, and also payroll processing, attendance management, employee time-off management, case management, and timesheet management.

Talent development

HRM software should help your company streamline and automate your training programs. It should come with a strong Learning Management System (LMS) that supports different courses, learning materials, learning styles, grading schemes, assessments, and more.

Talent management

HRM software is not only for your HR team. It should also help your employees climb up the career ladder and take your business success to the next level. Most systems simplify this by allowing users to track goals, give two-way feedback, outline policies and expectations, and so on.

HR analytics

A complete HRM system will include reporting and analytics. This helps you gain insights into noteworthy trends that are affecting your HR operations, such as hiring, performance, turnover, attendance, or time off. This will help you understand the root causes of any issues your company is facing and make decisions that focus on the needs and interests of your workforce.

Compliance management

It should go without saying that wide-ranging HRM software will certify compliance with any regional and national laws governing your organization. By integrating your organization’s HR data and keeping it secured, audits will become a breeze.


Several HR software providers will claim to offer an end-to-end solution for human capital management, but a complete HRM software will not miss out on any of these facts and features. To go one step further, customization options and support tools should allow you to tailor any of these five features to align perfectly with your organization’s needs.

Conclusion

If you are looking for HRM software with all these features, we would like you to consider Zoho People. Trigya Innovations has been using this software for quite a while now. Zoho People is a perfect HR Management software. Zoho People, can manage people easier, perform every business task efficiently, track business performance, data, and other processes on the same platform.


Zoho People takes good care of your business processes while you take good care of your employees. With Zoho People, one can manage from onboarding and attendance management to time tracking and increments. The main features of this Zoho app are:

  • A 360-degree Zoho HR solution
  • Hire and onboard with ease.
  • Track time, leave, and attendance in a snap.
  • Simplify employee performance reviews.
  • Answer your employees' questions.
  • Automate and accelerate your HR tasks.
  • Customize. Fit your business needs.

If you want to know more about Zoho People, Trigya Innovations will be glad to tell you, how this works, how to install it, and everything about the software. Reach us for any kind of information you need on Zoho people or any Zoho app. We are the Zoho One authorized partner, the best in business. 



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]]>Mon, 01 Nov 2021 21:24:31 +0530<![CDATA[Zoho one training along with Zoho one implementation ]]>https://www.trigyaai.com/blogs/post/Zoho-one-training-along-with-Zoho-one-implementation

Zoho one training along with Zoho one implementation 

As a Zoho One Partner, our goal is to help you replace your patchwork of cloud applications, legacy tools, spreadsheets and paper-based processes with one operating system for your entire business. 

At Trigya Innovations, we focus on providing our small business clients with smart, agile business solutions to help your company work more effectively & scale your business at a fraction of the cost of most full service business software solutions! 

Whether you are a Solopreneur or have 100+ employees, our Zoho One cloud-based solutions will allow you to automate processes and eliminate duplicate data entry.  With clients across 5 continents, we provide high-quality professional services in the areas of Finance/Accounting, Operations, HR, PSA, Ecommerce, Marketing and more.

Taking into account the nature of your business/industry, we'll first gather the details of your organization, specific business use cases, and any other special requirements.  We'll then help establish business KRA/KPI's and provide a custom solution to best implement & use the 45+ applications available under Zoho One.  Note that Trigya Innovations will take care of all the "heavy lifting" in regard to setting up & implementing your cloud-based apps.  We're passionate about helping you put your business on Auto-Pilot so you can focus ON your business instead of being stuck IN your day to day operations.

WHY ZOHO TRAINING? 

Do you want to be an expert on Zoho? Are you willing to do something beyond expectations? Getting confused about relying on any company to learn and understand its tactics? Then Trigya Innovations is the right place to get connected with. We provide next-level Training and consultation to make sure you get the best understanding of this software. 

WHO IS ZOHO TRAINING FOR? 

Utilizing Zoho applications should make your life simpler, right?! 

Your association has carried out Zoho implementation or is going to, and you realize it will assist you with dealing with your client information and deals better, yet there's simply such a long way to go! 

Is this you? 

Would you like to utilize every one of the extraordinary components in Zoho yet are not even sure where a big part of them is? 

Is it true that you are getting baffled by the bundle of 45+ apps provided by zoho one plan? 

Relax. 

This training will take you through all that you need to know to be ready for action like a master! 

What we instruct is significantly more pertinent for genuine business solutions. 

What will you learn in this Zoho training? 

Our all module training program is intended to make your life easy while utilizing the zoho one apps. Our extensive training plan includes first implementing the various zoho modules for your business and then training your team on your account only to give you realistic hands on training and practice. Our training program includes training on Zoho CRM on each user based, zoho marketing training for email marketing, zoho social training, zoho Analytics training, Zoho support desk training, zoho SalesIQ training, zoho HRMS training and so on. 


Pre-Training Meeting

We start the training process with a pre-training shared screen session with someone from your management team where we can:

  • Review your current Zoho Setup and determine the elements that you want to focus on,
  • Determine which modules you use and which ones you will not be using, and
  • Understand which fields are important to your company and which ones are discretionary.

Part of the success of end-user adoption is ensuring that your team knows how to use Zoho, and not just the keystrokes. Most people can figure a lot of that out on their own. Of course, we also teach users the tips and tricks to help them get the most out of Zoho with the least amount of effort on their part.

End-User Training

After our initial discussion, we can setup an online training time for you and your team. These Zoho CRM training sessions usually last anywhere from 60 to 90 minutes, depending on the users experience with zoho apps. Based on our discussions, we focus our training on using Zoho to meet the objectives of the firm. Our goal is to make sure that they understand why filling out “Field A” is important and how it is used to segment the list or build a report.

If your team is comprised of road warriors, we include training on mobile devices as well.


Zoho User Guides

We also have pre-defined user guides that we send to users after training. These remind the users of what they learned in training and how to move forward in using other elements of Zoho. We have formulated in depth user guides for various modules of Zoho one apps so that they can understand the process better. Notwithstanding this, we provide 24x7 client support, and are more than happy to attend to your queries regarding zoho apps. 


Optional Follow-up Training

In addition, we can also offer follow-up training… usually about 2 weeks after the initial training. It’s easy to understand something when it is being explained in the moment. But when they get back to the real world, end-users sometimes forget how to do something or why it is important. Or perhaps they come across other issues that they would like to explain. This training is a great way to shore up any misunderstandings or just to answer product questions.


Online Training

Finally, most of our training is delivered via online meeting software so that no matter where your team is located, they can all participate. It is also offered by the team who implement your zoho one suite, so there isn’t a question that your team can ask that we don’t know the answer to.


If you like you can connect with us to know more about the process. Click to find out more about us.







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]]>Mon, 27 Sep 2021 21:30:07 +0530<![CDATA[Trigya Innovations as Zoho Training Partner- Making Zoho CRM as easy as ABC.]]>https://www.trigyaai.com/blogs/post/trigya-innovations-as-zoho-training-partner-making-zoho-crm-as-easy-as-abc.
Zoho CRM empowers an overall association of more than 250,000 associations in 180 countries to change over more leads, attract customers, and foster their pay. Change your business with the world's #1 customer relationship the board programming. 

Why pick Zoho CRM? 

  • Fundamental, direct UI with an in huge assumption to ingest data. 
  • Versatile, month-to-month contracts maintained by clear esteeming plans. 
  • Sending, meeting, onboarding, and getting ready activities to help you with starting without any problem. 
  • Movement wizard to adequately import data from bookkeeping pages or other CRM systems. 
  • The extensible designer stage works with all the closer consolidation of CRM with outside structures and applications. 
  • Sell in a rush with our honor-winning CRM applications for the two iOS and Android. 
  • Assume liability for your deals with master Zoho CRM preparing. 

The Zoho CRM Training shows you how to deal with your deals and clients the RIGHT way so you can invest more energy in developing your business. 

Zoho CRM Training 

Utilizing Zoho CRM should make your life simpler, right?! 

Your association has carried out Zoho CRM or is going to, and you realize it will assist you with dealing with your client information and deals better, yet there's simply such a long way to go! 

Is this you? 

Would you like to utilize every one of the extraordinary components in Zoho yet are not even sure where a big part of them is? 

Is it accurate to say that you are getting befuddled by Zoho's Sales Process? 

Is it accurate to say that you are attempting to get client information into Zoho CRM the RIGHT way? 

Is it true that you are 'whipped' about not getting calls, meetings, and messages to clients recorded in CRM? 

Is it true that you are getting baffled by the contrast between a Lead and an Opportunity? 

Do you wish you could improve comprehension of how your business is getting along utilizing the Dashboards? 

Relax. 

This training will take you through all that you need to know to be ready for action like a master! 

What will you learn in this Zoho CRM training? 

This is only a sample of what you'll get in this thorough course: 

1. Demonstration on your own company CRM account.

2. Getting around CRM 
  • Explore around the CRM interface rapidly and productively 
  • Put together, view, and sort your information utilizing records and channels 
  • Settings to be designed by individual clients and settings for chairmen 
  • View and send messages by associating any email customer 
  • An outline of Zoho modules and how to utilize them 
  • Appoint errands, add occasions, and log calls for you and other CRM clients 
  • How and where to store reports in the CRM 

3. Planning your Sales Process. 
  • Comprehend the Business-to-Business (B2B) deals measure in Zoho 
  • Comprehend the Business-to-Consumer (B2C) deals measure in Zoho 

4. Recording Leads, Customers, and Deals. 
  • What is a Lead and when do you utilize it? 
  • Adding and refreshing Accounts and Contacts 
  • Adding and following Deals. 

5. Following your business movement. 
  • Making Quotes 
  • Making Sales Orders 
  • Making and sending Invoices 
  • Producing Purchase Orders 
  • Adding Products, Vendors, and Price books 

6. Recording issues with Cases and Solutions. 
  • Observing and reacting to client criticism to items or administrations with Cases and Solutions 

7. Promoting with CRM. 
  • Understanding which promoting efforts created deals 
  • Dealing with your online media with Zoho CRM 

8. Making Reports, KPIs and Dashboards. 
  • Transform your information into outwardly engaging reports and quick dashboards to follow your KPIs 

9. Broadening CRM and building formats. 
  • Interfacing with other business applications utilizing Integrations 
  • Sending normalized messages with Templates and Mail Merge 

10. Wrapping up. 
  • We will take all your queries and provide you the unique solutions based on your business.
  • We will also provide you a user guide explaining you about the different modules of Zoho CRM.

Who this course is for? 

  1. Entrepreneurs 
  2. Project leads and their groups 
  3. Money and Administration groups who work with client information and need to keep precise records 
  4. Any individual who needs to utilize Zoho CRM in their work! 


Zoho Training Partner 

Through internet preparing, we plan to offer to prepare custom fitted to meet your business necessities. We assist you with approving your specialized abilities so you can viably maintain your business. With computerized and in-class learning directed by our specialists with curated content, you can take your courses from any place. Associate with us today and stay and stay talented! We are Delhi-based ensured accomplices of Zoho, and our objective is to create talented people and upscaled business efficiency! 

Why train for Zoho Applications?

Say goodbye to hassle, and say hello to an excellent customer journey with Zoho. From managing leads, sales pipeline, customer relationship, and closing deals, Zoho provides business-ready solutions with its range of applications. The cloud-based solution platform provides a centralized solution for all business needs. Your team will be able to work efficiently, collaborate better and increase productivity with less hassle when trained with the best knowledge. Train in various applications to bring the best of it and become a pro in delivering automated workflows and integrations. And at Trigya Innovations, we make it easier for you! We are a certified Zoho One Training Partner, have completed over 130 Zoho One projects worldwide and trained them on Zoho applications. Read some of our case studies Here. Contact us if you are interested in using Zoho applications for your business.
Contact Us
]]>Mon, 20 Sep 2021 20:23:09 +0530<![CDATA[Zoho Inventory and Zoho Books setup to improve your companies Finance ]]>https://www.trigyaai.com/blogs/post/zoho-inventory-and-zoho-books-setup-to-improve-your-companies-finance

Zoho Inventory Integration with Zoho Books

Zoho Inventory I Zoho Books
The Zoho Finance Suite combination permits you to incorporate your Zoho Books, Zoho Inventory, Zoho Invoice, Zoho Expense just as Zoho Subscription accounts with Zoho CRM. A combination that is for all intents and purposes the same, to assist you with getting sorted out your stock better, and smooth out your accounting interaction. Accordingly, you can view and screen solicitations, gauges, buy orders, deals orders, costs, costs reports, and membership subtleties identified with clients inside your Zoho CRM account. 

Zoho Inventory is an online application that enables you to manage demands and stock. With multi-channel selling, moving blends, and astounding stock control, you would now have the option to smooth out your stock and solicitation the board, straightforwardly from purchase to squeezing, to portions. This consolidation interfaces Freshdesk and Zoho stock for an issue free review of customer orders. Read more about this perfect Inventory management tool Here.

Zoho Inventory highlight 

Unified Inventory 

Update your stock amounts across the entirety of your selling channels naturally at whatever point a deal has been made. There's no edge for blunder when everything is in amazing sync. 

Item Listing

Keep your stock coordinated with indispensable subtleties like costs, cost, accessibility, and SKUs. Make variations of a thing dependent on custom credits and keep them perfectly coordinated. 

Item Kitting

Pack a gathering of things together to sell as a solitary unit. Zoho Inventory refreshes individual things and parts as items are assembled and sold. 

Programmed Re-requesting

Never miss out on one more deal because of stock-outs in any of the channels. Set re-request focuses, updates, and favored merchants for your items to stay away from inconvenient stock-outs.

Stock Adjustments

Make acclimations to your stock levels if there should arise an occurrence of item shrinkages. Catch every one of the changes with every one of the subtleties. 

Standardized tag Inventory Management 

Sweep standardized tags of things and watch the fields get auto-populated each time you make a receipt, deal, or buy request. 

Chronic Number Tracking 

Distinguish everything in your stock with a code and track its development from the place to checkout to deal. 

Zoho Books is online bookkeeping programming that deals with your accounts, keeps you GST agreeable, mechanizes business work processes, and assists you with working on the whole across divisions. 

Zoho Books: Features 

Solicitations

Send modified solicitations to clients, set up repeating solicitations and programmed installment updates, associate with installment doors to permit clients to pay solicitations on the web.

Assessments

Create and send gauges, track gauge history, team up with customers, effectively convert gauges into solicitations. 

Time and venture following

Track time utilizing web stage or versatile application, deal with numerous activities, partner costs with projects, add undertakings to each project and relegate them to explicit representatives.

Banking

Connect one or numerous financial balances and consequently import exchanges into Zoho Books, see all record action on your dashboard, naturally order exchanges, use Zoho Books best match device for exchanges to assist compromise.

Customer gateway

Give clients admittance to the customer entrance so they can deal with their data, endorse gauges, pay solicitations, leave remarks, and get continuous record cautions. 

Revealing

Use dashboard to see complete receivables, deals, top costs, and the sky is the limit from there; produce business reports like your benefit and misfortune articulation, monetary record, and income explanation; make custom reports; share reports with your group; sort out reports with labels.

Assessments

Define numerous duties, set a default charge rate, ascertain deals charge responsibility for charge time, track worker for hire installments and document 1099s, coordinate with Avalara to get current duty rates and exclusions consequently. 

Security

Zoho Books incorporates SSL encryption and two-factor verification to guarantee your exchanges are secure. 

Portable

Download the Zoho Books application for cell phone or tablet to follow time, send solicitations, and view account data in a hurry.

Client service

Access client assistance using email, live talk, or telephone 24 hours every day, five days seven days, just as use the help assets on the Zoho Books site. 

Advantages of coordinating Zoho Books and Zoho Inventory 

Screen with Inventory, account with Books 

Stay away from copy information passages and robotize your bookkeeping. Post deals or buy exchange for your things in Zoho Inventory and the progressions will be reflected in Zoho Books. 

Experience consistent coordination 

Start deal exchanges from Zoho Books and follow request status with Zoho Inventory. Deal with your stock from start to finish utilizing progressed components like delayed purchases and composite things. 

Screen your stockrooms 

Stay refreshed on accessible merchandise across the entirety of your stockrooms. Pick which distribution center to pack and transport merchandise from, and track orders from affirmation to conveyance. 

Investigate the online market 

Tap neglected business sectors by coordinating with well-known online commercial centers like Amazon, Etsy, Shopify, and eBay. 

Monitor your bundles 

Track your items from satisfied deals orders until conveyance. You can follow the situation with your transported items, all inside Zoho Books.

Conclusion

Zoho Books is a cloud accounting software that makes it easy for the daily management of finances for a small-scale business. Zoho Inventory gives businesses the full range of software-based services necessary to manage order fulfillment, control shipping costs, and boost sales. Zoho Inventory has integrations with Amazon, Shopify, Etsy, and eBay. 

As a trusted Zoho partner We have completed over 130 Zoho One projects worldwide. We will help you maximize your investment in Zoho apps and ensure that it is implemented effectively and meets business needs to your business needs. To integrate Zoho Books with Zoho Inventory contact us now.
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