Trigya - Blog #Zoho TrainingTrigya - Blog #Zoho Traininghttps://www.trigyaai.com/blogs/tag/zoho-trainingTue, 06 Oct 2026 06:40:29 -0700http://zoho.com/sites/<![CDATA[Client Success Strategy: Zoho Creator's Top 10 Capabilities]]>https://www.trigyaai.com/blogs/post/client-success-strategy-zoho-creator-s-top-10-capabilitiesZoho Creator is a platform for making custom business applications. It provides small businesses and enterprises alike with a low-code platform to cre ]]>

Zoho Creator is a platform for making custom business applications. It provides small businesses and enterprises alike with a low-code platform to create tailored solutions and deploy them rapidly. Visual builders, simplified tools, and prepared to-use parts empower clients to quick track application improvement and unite business processes in a single spot.

 

Here are the best 10 capabilities of this significant asset from Zoho that involve a significant piece of the client achievement procedure.

 

Client Empowerment

Zoho Creator application can run effortlessly across various web and cell phones including iOS and Android OS, thus engaging the clients wherever independent of their geographic area. It provides the clients with all of the essential subtleties and usefulness to execute their particular errands.

 

Underlying AI Capabilities

Zoho Creator helps its clients with AI usefulness to help them with creating more brilliant and more clever applications. It helps you figure out the irregularity access client conduct, estimate the results, handle the client information to examine the input feeling, and think of more intelligent choices relying upon continuous information.

 

Quick App Development

Zoho Creator, with its low-code stage, allows you to rid of the complicated application advancement steps, for example, structure creation, information displaying, UI improvement, and so forth. With its natural highlights, this Zoho work area allows you to begin making the application immediately at a quicker pace.

 

Smooth Out Your Cycles

You don't have to keep dealing with your inheritance applications any longer, because of the incorporated applications that you can create through Zoho Creator. It smoothes out your work processes, in this manner allowing you to get to, change and offer the cloud information effortlessly.

 

Unrivaled Security

Zoho Creator maintains all of the essential worldwide norms to clear a path for positive security for its clients. You can profit from its job based admission, multifaceted confirmation, review logs, information reinforcement in changed areas, danger appraisal, scrambled information, and a few other unequaled security highlights.

 

Cloud-based Infrastructure

Zoho Creator is a totally cloud-based stage that decreases the absolute expense of proprietorship essentially. You needn't bother with any earlier coding information or IT aptitude either to profit from this product.

 

Construct Custom Apps

Whether you need to deal with your mass stock, store an extensive rundown of contacts, monitor normal business cycles, or make a few different information situated move, Zoho Creator partners offers answers for all of your requirements. You can make explicit applications for each little to a major business process with this stage and continue flawlessly toward completing your business objectives.

 

Team Up with Your IT staff

Zoho Creator allows you to speak with your IT staff to synchronize your business objectives with your IT methodology. The low-code stage allows you to design, make and use solid applications at a lot quicker pace.

 

Diminished Cost and Complexity

It allows you to save enormous on upward costs like server upkeep and checking. The stage allows you the simplicity to make, update and add new highlights without going through unwieldy and tedious cycles.

 

Outsider Joining

While the application programming allows you to foster utilitarian applications to continue with your business processes without issues, it additionally works with outsider combinations. You can profit from the REST APIs and prebuilt mixes that it offers to interface with the current or new programming. Rather than supplanting your framework, it will increase it to turn out successfully for your business.

 

To finish up, Zoho Creator is certain, a power-stuffed platform to help your business with changing thoughts into fruitful cycles. It can help with engaging your business and IT staff to speak with one another and send off applications that could drive extraordinary business development.

 

Trigya Innovations at Your Service!

So, now you know about the capabilities of Zoho Creator and how it can transform your business and ease your workload. What do you say? Are you up for installing Zoho creator for your business?

 

Well if you still have doubts, dont worry we Trigya Innovations, Zoho consulting partners and Zoho Consultants will help you get to know it better. Contact us now and get free Zoho consultancy. 

]]>Mon, 02 May 2022 20:41:54 +0530<![CDATA[New fun feature update on Zoho Meeting: Virtual Background]]>https://www.trigyaai.com/blogs/post/new-fun-feature-update-on-zoho-meeting-virtual-background
Zoho Meeting is an online video conferencing platform. It is a powerful web video conferencing app built for your business collaboration. Zoho Meeting helps to manage everything, right from small interactive meetings to large engaging webinars. It gives single users as well as small and large size organizations, a quick and easy way to host and conduct secure and cost-effective online meetings and webinars. 


As Zoho always thrives on doing the best and keeping their apps up-notch, they have just introduced a fun feature update on Zoho Meeting. This feature will help a lot of people who work from home to maintain a professional or casual virtual background depending on the need.

Virtual Background

The Virtual Background feature will allow you to display an image or gif as your background during a meeting, or you can use nothing and simply smudge the background. This feature works best ideally with a green screen and attire lighting to help Zoho Meeting to notice the difference between you and your backdrop. You can only change virtual backgrounds during video conferencing.


The most effective method to enable Virtual Background

  • To enable the Virtual Background highlight for your record:
  • Sign in to the Zoho Meeting web portal
  • Click Settings on the left pane.
  • Under My Settings, explore the Virtual Background choice and check that the setting is enabled. Assuming that the setting is disabled, click the toggle button to enable it.


The most effective method to apply a Virtual Background during meetings

  • Start or join your meeting.
  • On the Join page, select the magic wand symbol on the video feed. On the off chance that you don't have the symbol check to assume the setting is enabled for you.
  • Click on a picture or gif to choose the ideal virtual foundation, then, at that point, click Okay.
  • After entering the meeting, you can change the backdrop by selecting the Virtual Background option from the More menu (three dots) in the meeting toolbar or self video feed.
The most effective method to disable Virtual Background

  • Open the virtual foundation choice again from the More menu (three spots) in the meeting toolbar or self video feed.
  • Pick the None choice and snap Okay.

So, what do you think about this amazing feature, its fun, right! Now you can sit or stand anywhere and take your meeting without worrying about the background or somebody running behind creating a distraction. These all problems are sorted. Trigya Innovations find this new feature so exciting and we have used it, it makes the meeting with the client professional and video conference with co-worker fun. Go try it for yourself and let us know about your experience. 


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]]>Mon, 17 Jan 2022 20:26:32 +0530<![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[Zoho Finance Suit and Everything You should Know About It]]>https://www.trigyaai.com/blogs/post/Zoho-Finance-Suit-and-Everything-You-should-Know-About-It
Managing your back-office operations is no child’s play. There are quotes to be delivered, invoices to be followed up, orders to be processed, sent, and shipped, and taxes to be filed on time. Back office operations and accounting are probably the most unspectacular parts of your business. You might wish you could get rid of them, but you can’t.

Zoho Finance apps have helped so many business owners run their businesses efficiently and released them from dreary tasks that get in the way of doing the things they love. Zoho Finance module offers an end-to-end integrated platform for all your back-office operations. Besides the accounting, invoicing, and expense management that any business wants, the suite also helps businesses that manage subscription-driven, recurring revenue streams. It even equips companies to fulfill multi-channel online sales orders with a single inventory model. The suite provides flexible, scalable, and secure applications with the depth and breadth to cover the needs of a growing business — your business.

Zoho finance module helps you meet your business accounting challenges by using finance apps like Zoho Books, Zoho Invoice, Zoho Inventory, Zoho Subscriptions, Zoho Expense, and Zoho Checkout. Let’s learn about them in detail.


​Zoho Books

It is online accounting software that ensures you to give a proper Zoho Training and handles your finances, keeps you GST compliant, automates business workflows, and helps you work collectively across departments. Zoho Books gives 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 Invoice

It is an easy invoice software designed for all kinds of businesses, small as well as big enterprises. Zoho Invoice is 100% free online invoicing software that helps you create professional invoices, send payment reminders, keep track of expenses, log your work hours, and get paid faster. With the help of Zoho Invoice, you can track estimates, convert them to invoices, and send reminders to clients to complete their outstanding payments. Some of the key features of Zoho Invoice are project billing, time tracking, reporting, customizable templates and, a client portal.

​Zoho Inventory

It is cloud-based inventory management software that helps businesses create and manage both sales and purchase orders and track inventory. Features include item and order management, inventory control, warehouse management, multi-channel selling, and more. The platform offers integration with online sales channels like Amazon, eBay, and Etsy, shipment tracking tools such as AfterShip and DPD, shopping carts like Shopify, as well as other Zoho apps such as Zoho Books accounting software, Zoho Analytics, and Zoho CRM. Zoho Inventory also offers a mobile app for Android and iOS devices, which permits users to manage contacts, access real-time data, track sales orders, manage multiple warehouses, view invoices and payments, and more.


Also Read:  Zoho Inventory Integration with Zoho Books


​Zoho Subscription

It is a cloud-based recurring billing and subscription solution that is designed to manage each aspect of a subscription-based business. It is an online subscription billing software that is innovative and helps in addressing payment failures and chasing overdue from the clients. It provides businesses and individual subscriptions with multi-currency invoicing, trials, offline and offline payment methods, discounts, and other features. Using the Zoho Subscriptions, you can manage crucial billing cycles, see customer subscriptions, automate invoicing process and payment collection, manage failed payment retries, and analyze business growth.


​Zoho Expense

It  is online expense reporting software that assists businesses to automate expense report creation, streamlining approvals, and make quick reimbursements. Available as web-based and mobile applications, Zoho Expense offers an expense reporting experience that fits your existing workflow by integrating with other applications in your current software ecosystem. Automate the procedure of expense reporting, facilitate multi-level approvals, ensure policy compliance, and effectively audit expense reports. You also get communications tools to facilitate the streamlined handling of expenses.


​Zoho Checkout

It is a cloud-based solution for collecting one-time and recurring online payments through custom branded payment pages. Zoho Checkout requires no coding or technical knowledge to implement or maintain and can be used across all industries. Zoho Checkout allows users to create personalized payment pages with custom background images, colors, fonts, and company logos, without requiring any coding. Data fields and labels can be tailored to suit specific industries, and users can preview all changes before the page goes live.

Conclusion

The Zoho Finance software suite streamlines and consolidates a business’s accounting and finance operations. The Zoho Finance Plus is an all-in-one solution that helps you handle your growing business’s financial operations. Unlike other back-office tools, Zoho Finance apps are tightly integrated with each other and built from the same platform. What this means is that you’ll have much less data entry, increased accuracy, and faster decision-making. 

If you wish to use this suit for your business feel free to contact Trigya Innovations. We can help you escalate your business with Zoho Finance suit. Ping us today. 
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]]>Mon, 03 Jan 2022 22:35:48 +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[Presenting Zoho PageSense: The Complete Guide]]>https://www.trigyaai.com/blogs/post/presenting-zoho-pagesense-the-complete-guide

Zoho PageSense helps you with seeing how your visitors associate with your site, what they click, and how far down they scroll. You can utilize this information to change site components that aren't proceeding as you'd like and run A/B tests to find the change that creates the most noteworthy transformations.

 

Regardless of whether you're changing the shade of your CTA or rebuilding the page through and through, Zoho PageSense guarantees that each choice is totally tried and supported by information. With consistent testing and investigation, you can be sure that the progressions you make to your site will emphatically affect its transformations. 

Here is somewhat more with regards to the highlights Zoho page sense offer: 

A/B Tests:

Is there a website change you've been tingling to test? Try things out by making a substitute variety of your unique website, using our intuitive visual editor. Run an A/B test between the first and the variation to find the one with the most noteworthy transformations. You'll have strong insights to back up your claim regarding what works and what doesn't. 


Heatmaps: 


The clicking and scrolling patterns of your website's users can say a great deal regarding what gets them to remain and change over. The Heatmaps will show you all that and that's just the beginning. Get reports about the number of snaps every component gets and how far down the page your guests scroll. Influence this data to put key content and CTAs where they invest the most energy. 


With cutting-edge division choices accessible, you can cut up the reports to perceive how every specialty portion of your crowd is collaborating with the site. 


Funnel Analysis: 


Making a funnel analysis of your site will show you the pages with the most drop-offs. Suppose you make a channel with three stages (Home page, Pricing page and snap on the Buy Now button) to check the number of guests following this way on your site. By upgrading the page with the most drop-off, for this situation, you can expand the general site transformation rate. 


We support requested pipes, in which each progression can either be a page, or cooperation with the page—for instance, clicking a button. 


Other features include: 


  1. Chrome extension 
  2. Audience targeting and report segmentation 
  3. Report sharing 
  4. Role-based access 
  5. Single page application support 
  6. Forecast- Estimate usefulness to check the pattern every variety's change rate can take before the consummation of the A/B test.


Trigya advancements promptly coordinate with Google Tag Manager, Google Analytics, Google AdWords, Mixpanel, KISSmetrics, and Clicky. Likewise, we support joining with Zoho Sites. Any Zoho Sites client can essentially empower the Zoho PageSense combination in their record to start enhancing their site. 


Pricing and availability: 


Each Zoho PageSense membership begins with a 30-day free preliminary during which, a client can make up to three activities, track 5000 guests, and get limitless admittance to PageSense's elements in general. 


The paid plans start at $29 each month, for the following 10,000 month-to-month guests for three undertakings. Our estimating plans depend entirely on the number of guests you want to follow, so you have the most extreme adaptability in utilization and plan changes. 


Zoho PageSense is accessible beginning today, both as an independent application and as a piece of our Zoho One group. It upholds 15 normal dialects, including French, German, Spanish, Dutch, Portuguese, Swedish, Turkish, Russian, Portuguese, Italian, Korean, Polish, Vietnamese, and Chinese.


Read more about Zoho One: Here.


Also Read: Introducing Web Analytics in Zoho PageSense. 

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