DSL Telecom - Blog #zohoappDSL Telecom - Blog #zohoapphttps://www.dsltelecom.co.za/blogs/tag/zohoappSun, 14 Jun 2026 15:48:13 -0700http://zoho.com/sites/<![CDATA[A quick start guide: No Code Chatbot With SalesIQ]]>https://www.dsltelecom.co.za/blogs/post/A-quick-start-guide-no-code-chatbot-with-salesiqRead this blog to learn about the Zoho SalesIQ no code chatbot builder. The benefits of using to improve customer engangement and a qu]]>

Chatbots have become a crucial part of customer engagement, and they are only becoming more popular. With Zoho SalesIQ you are given the option to design and integrate no code, low-code and pro code chatbots based on your needs respectively. The SalesIQ no code chatbot builder allows businesses with very little coding knowledge to automate customer interactions and provide 24/7 customer services. In this blog we will shed light on the no code chatbot features provided by Zoho SalesIQ and how it can help you and your business improve customer engagement.

The difference between No code, Low-code and Pro code chatbots

No code, Low-code and Pro code chatbots refer to the way in which you design and build your chatbot.

  • No code chatbots, as the name states require no coding and use a visual interface to create pathways with rules and fields in order to determine the outcome of the interaction.
  • Low-code chatbots, similar to no code chatbots also use a visual interface however it allows for basic coding to be used for more advanced features and wider customisation options depending on the your needs.
  • Pro code chatbots are in a league of their own. Requiring advanced coding skills to build and design. Pro code chatbots give you the best results in terms of flexibility but this is due to the resource investment required to have it operational.

The differences between the three chatbot creation methods lie in the amount of resources and knowledge needed to build and design them. For this quickstart guide we will be focusing on the No code chatbot feature within SalesIQ.

The benefits of using a no code chatbot builder

Now there are multiple benefits of using the SalesIQ no code chatbot builder. The first as we mentioned above is that it does not require coding. You are able to design and build a custom chatbot without coding skills and this opens up the feature to businesses of all sizes. The second benefit is that the interface is user-friendly, this allows for easy navigation and setup. The integration blocks built into the chatbot builder are a huge benefit as they award you the ability to utilise applications like your Zoho CRM to store lead data and Zoho Desk integration allows for support tickets to be created and allocated automatically. 

Creating a no code chatbot is as easy as 1, 2, 3

In this 5 step guide, we'll walk you through the process of setting up a no code chatbot in SalesIQ, and help you start automating customer interactions and providing 24/7 customer service. 

1. Log Into SalesIQ

The first step is to navigate to the Zoho SalesIQ website and sign in. If you do not have a Zoho account, you can head over to our website and signup for a 15-day free trial: www.dsltelecom.co.za/zohosoftware. Once you have signed in click on the settings icon and under bot coloumn and select Zobot. 

A GIF showing the Zoho SalesIQ SIgn Up Process through the DSL Telecom Website

2. Start the chatbot creation process

Once you have found the Zobot menu, you can then go ahead and name your chatbot as well as fill in the description and choose the platform you would like to use.

A GIF Showing how to set up for Zoho SalesIQ

3. Define Triggers

Your next step is to choose the bot audience and define the triggers. Selecting how quickly you want your bot to reach out to your potential customer and how fast you would like the response time to be. For a more "genuine" interaction we recommend 2 seconds between response intervals.

A GIF showing the Widget creation process for Zoho SalesIQ

4. Create the chatbot's responses

Here comes the fun part, this is where you use the visual interface to create your no code chatbot. Defining pathways and rules in order to guide the customer down a path of your choosing while gathering the information to determine the correct path for your customer to go down.

A GIF showcasing how to set up the automation and trigger feature in Zoho SalesIQ

5. Test your bot

This is one of the most important steps in this guide. Test, test, test, ensuring that your bot is functional and the responses are accurate all have a role in determining customer satisfaction at the end of the day. Something as small as misspelled words or the inability to provide the content the consumer came to your site for can be the reason you lose a potential lead.

A GIF Showing how to set up chat monitoring in Zoho SalesIQ

Integrations

Integrations are available at every turn within SalesIQ. 

  • With Zoho CRM you can use an intergration card in the chatbot builder to store customer information or pull customer information from your CRM. 
  • Zoho Campaigns allows you to use an intergration block to add the customers information to a mailing list should they need additional information or qualify for marketing mailers. 
  • The Zoho Desk integration block can be used to allocate support tickets to support staff automatically allowing you to tend to customer issues quickly and effieciently. There is so much more to the integration side of Zoho SalesIQ, with multiple integration tools from numerous  software applications.
Zoho CRM Logo

Why we recommend Zoho SalesIQ

SalesIQ no code chatbot builder is a cost-effective solution for businesses looking to improve customer engagement. It's an easy to use tool that can help businesses automate customer interactions and provide 24/7 customer service. In this blog, we have highlighted some of the benefits and setup instructions for SalesIQ no code chatbot, showcasing how it can add value to your business and how easy it is to get started. We highly recommend you consider SalesIQ no code chatbot for your customer engagement solution.

Start My Free Trial
]]>Mon, 09 Jan 2023 10:45:34 +0200<![CDATA[Top Ecommerce Platform Features To Consider For South African Businesses]]>https://www.dsltelecom.co.za/blogs/post/Key-features-and-how-to-setup-your-E-commerce-store-with-Zoho-CommerceRead this blog to learn about the features you need to consider for your e-commerce business in South Africa.]]>

With the world of ecommerce growing rapidly it can sometimes be a daunting task deciding what elements are important or on which ecommerce software you should use to launch your business. Worry not, we've done the research and are here to help. In the blog below, we dive into some of the key features you can use on Zoho Commerce, along with a comparison between Zoho Commerce and Shopify. We even give you a quick setup guide to help you get started with Zoho Commerce.

A man packing orders for his e-commerce store

3 Key Features your Ecommerce store needs

With ecommerce being an R86 Billion industry in South Africa, standing out and being able to deliver the best experience to your customers is the only way to stay ahead of the competition. Being able to keep your customers coming back for more is easier than trying to find new ones, you can do this by giving your customers the best online shopping experience with three key back-end features:


1. Mobile Optimisation

A responsive ecommerce platform is the best defense against a high bounce rate over all platforms. Mobile and Tablet users account for over 46% of online consumers and 75% of them admit to leaving sites that aren't responsive or optimised for mobile.


2. Automated Payment & Checkout System 

Having an automated payment system deals with the billing process so that you don't have to, allowing you to avoid manually processing transactions entirely. This can be done through payment integration with online payment platforms like Zoho Checkout, PayPal, or Stripe.


3. Reporting & Analytics Tool

Data and Information are key components to understanding your business. With the correct data you can monitor consumer behaviour, gain insight into product performance as well as track payment reports. These in return helps you make better business decisions related to the growth of your online store.


Using the right ecommerce platform for your business is vital to it's success, whether its functionality, user experience, templates or security. The features ecommerce platforms provide need to be tailored to your business. With so many platforms to choose from, such as Spotify, Woocommerce, Wix etc. you need to choose a platform that works best for you. Not every platform will suit your business' needs, however there are a few that come close, one of them is Zoho Commerce. If you are looking for easy setup with vast integration options, nothing comes close to Zoho Commerce.

What is Zoho Commerce?

Zoho Commerce is an ecommerce platform, providing you with effective ways to design, tailor and maintain your online business. The idea behind Zoho Commerce is to keep your everyday decision-making process to a minimum, allowing you the time to focus on the key aspects of what makes your business unique and leave the mundane tasks to the software. 


With the features designed with your success in mind, let's dive into some of them and how they work for you:

  • Website Templates
  • Product Cataloging
  • Inventory & Shipping

Website Templates

Zoho Commerce offers a wide range of pre-built templates and designs that are mobile optimised to help to get started faster. If pre-built sites aren't for you then take advantage of the customisation tab where you can design and arrange your store the way you want it. 
Screenshot of Zoho Commerce Website Templates for an e-commerce store
Screenshot of Zoho Commerce product cataloging feature for an e-commerce store

Product Cataloging

You can easily add your products and their details without breaking a sweat. Uploading product images and adding alt text to aid with search engine optimisation with ensure higher levels of traffic to your store.

Inventory & Shipping

It is important to keep track of orders and their position within your pipeline. Zoho Commerce can automatically monitor inventory levels and shipment integration with your preferred shipping carriers to ensure a smooth shipping process. Not to mention the Batch & serial tracking feature that allows you to keep track of large orders effortlessly.
Screenshot of Zoho Commerce Inventory and Shipping feature for an e-commerce store

Integrations

Easy integrations are essential to managing an ecommerce store with efficiency. Zoho Commerce integrates with all the relevant sales, marketing, and finance apps within the Zoho suite, empowering you to scale your business operations as your sales multiply.

 

As you begin making use of more tools and services to support your ecommerce business and its growth, you're soon to find that a lot of your customer data is distributed across different systems. With Zoho CRM integration you are able to improve user experience with the help of detailed information in order to tailor product marketing channels.

 

Zoho SalesIQ integration allows you to use live chat features on your website, effective in answering customer queries in real time to help you continuously move them down your sales pipeline. Other marketing integrations such as Zoho Campaigns allows you to trigger emails based on customer actions. Delivery of your product is not the final step with Zoho Survey, you can gain valuable feedback from customers and their experience with your online store. 
Zoho CRM Logo
Zoho SalesIQ Logo
Zoho Survey Logo
Zoho Campaigns Logo

Setting up your store with Zoho Commerce

When it comes to launching your ecommerce store, it does not come easier than Zoho Commerce. Follow these simple steps and you'll be up and running in no time.

6 Easy Steps:

  1. Fill in your Store Information
  2. Select a Template
  3. Add your Products
  4. Publish your Store
  5. Configure your shipping rates + times
  6. Set up your tax information Integrate payment gateways
Screenshot of the steps to take in order to set up your ecommerce store in the Zoho Commerce

6 Easy Steps:

  1. Fill in your Store Information
  2. Select a Template
  3. Add your Products
  4. Publish your Store
  5. Configure your shipping rates + times
  6. Set up your tax information Integrate payment gateways
Screenshot of the steps to take in order to set up your ecommerce store in Zoho Commerce

How does Zoho Commerce compare with Shopify?

In the table below we compare Zoho Commerce and Shopify to give you insight on the limitations you are presented by other ecommerce platforms and the risk it poses to your business.

Zoho Commerce Logo Zoho Commerce Shopify Logo Shopify 
Large variety of templates, absolutely free
 Hardly any free templates to choose from
Effortless integrations with other Zoho products to scale your  businessGreatly dependent on third-party applications
 High level of data privacy thanks to Zoho's stringent privacy and security policies Integrations with high number of apps increase data privacy and security risks
 Plans starting at R324/month Plans starting at R326/month

Why we recommend Zoho Commerce

We strongly recommend Zoho Commerce for small, medium, and micro enterprises in South Africa. With all the easy to use features, it awards you time to focus on what is important. Zoho Commerce was built to empower your everyday business operations and develop the growth for your business. 

Start your 15-day free trial, or contact us to get a Zoho Premium partner to implement your online store for you.

Start your free trial
]]>Wed, 07 Dec 2022 08:10:33 +0200<![CDATA[RenEnergy and their end-to-end software solution from DSL Telecom]]>https://www.dsltelecom.co.za/blogs/post/renenergy-and-their-end-to-end-software-solution-from-dsl-telecomThe DSL Telecom Zoho Implementation team, after analysing RenEnergy's requirements, set up and fully customised Zoho CRM as the centralised application to serve all their sales and service needs]]>

About RenEnergy

RenEnergy is an innovative turnkey solar and storage solutions company with offices based in both South Africa and the UK. They supply commercial solar PV (photovoltaic) systems to businesses, agricultural and public sector organisations.


Their in-house consultancy and installation teams manage projects end-to-end, which ensures the best outcomes and service to their customers. RenEnergy helps customers achieve a reliable, cost-effective energy supply,  while saving money and reducing C02 emissions.

Zoho One Implementation improves productivity for RenEnergy

The Challenge

RenEnergy lacked a single system that could handle their sales, content collaboration and accounting processes. They also needed an outstanding cloud-based project management software that not only enabled them to manage their entire system more efficiently, but also integrated seamlessly with their other business apps. 


The technology being used presented challenges in achieving their mission of providing their customers with prompt services and their employees with effective tools.


In a nutshell, they required a system with software that integrated seamlessly so that time-wasting tasks could be automated and the entire team could be more productive and more organised.


The Solution

The DSL Telecom Zoho Implementation team, after analysing RenEnergy's requirements, set up and fully customised Zoho CRM as the centralised application to serve all their sales and service needs. In addition, Zoho CRM integrations with DSL Telecom telephony products and Zoho products like WorkDrive, Books and Projects that helped to bring about a complete transformation for their business. Zoho CRM offers RenEnergy the type of technology that allows them to be more proactive and insight-driven, with all information in a single place.

DSL Telecom's Zoho experts also created a complete sales process blueprint, a technology inside Zoho CRM that gently guides users through what actions should be taken at what time and prompts them for the right information in the right sequence. This makes RenEnergy's sales process automated for new hires, as well as longtime salespeople, which ultimately gives employees more time to focus on support or other key areas. Email templates were also designed and leveraged to increase the efficiency and professionalism of RenEnergy's teams. What makes email templates so appealing, is that they can be sent at a moment's notice, or through automation.

Zoho WorkDrive is a content collaboration platform designed for teams to store, share, manage, and work together on files of any size. By introducing Zoho Workdrive, the RenEnergy team is now able to be more organised having a single repository for everything they're working on. DSL Telecom's Zoho experts also customised the automatic creation of a WorkDrive folder if a lead or account is created in the CRM and the automatic creation of a WorkDrive subfolder if a deal is created. These features help save a great deal of time and allow for the quick and accurate storage of documents the moment they are received in the CRM. Another time-saving feature that was added, was a custom WorkDrive widget in the CRM which allows fast and easy navigation to WorkDrive.

A further outstanding Zoho product which DSL Telecom implemented for RenEnergy, was Zoho Books which manages their finances, automates business workflows and helps them work collectively across all departments. The main reason they wanted to move from their existing accounting software, was the integration limitation thereof. One of our Zoho implementation experts provided workshop-style training sessions where opening balances were transferred from the existing accounting software to Zoho Books. Right from negotiating deals, to raising sales orders, to invoicing, Zoho Books handles mundane accounting tasks and integrates seamlessly with their other Zoho software apps so the teams at RenEnergy can focus on their business.

Introducing new internal processes was just the start for RenEnergy. They also wanted the best project management software for small to midsize businesses. Zoho Projects seemed the obvious choice as it's a cloud-based project management software, helps them plan their projects, track work efficiently, and collaborate with their team, wherever they are. - It's essentially a tool to manage their entire system at a very affordable price.

DSL Telecom's telephony department was delighted to set up 17 DSL Telecom Cloud Phone System extensions for RenEnergy and they are reaping the benefits on a daily basis. Some of these benefits include: A full integration with their Zoho CRM instance makes for seamless collaboration; Big cost savings as the Phone System runs over VoIP, allowing them to save up to 50% on traditional phone bills; they can work from anywhere with mobile and desktop apps; Zoho CRM integration; A managed service (SLA) and free remote support to name a few.

Here are just 3 of many features which RenEnergy has been utilising on their Cloud Phone System:

Conference Rooms

By dialing the conference extension number, Cloud Phone System users will be allowed to join a conference room with other specified users.

Automated Attendant 

Interactive Voice Response (IVR) is a telephony menu system that enables the dial pad for identification, segmentation and routing of calls.

Voicemail To Email

This feature allows extension users to receive voicemail audio files as email attachments and quicken response time when they are are out of the office.
Thanks to the expertise of DSL Telecom, 16 RenEnergy employees now use Zoho ONE to share and track information about leads, suppliers and customers better. They are excited to explore what's possible with the other Zoho applications in the very near future.

Zoholics 2022: Renenergy's presentation

Watch this video to see Raphael Devantier presenting on behalf of RenEnergy at Zoholics South Africa 2022.

Choose DSL Telecom as your proven implementation partner

Get your Zoho Applications completely tailored to your business's requirements by our team of Zoho consultants and reap the benefits of modernisation faster. 
To find out what DSL Telecom can do for your business, book your free evaluation meeting.
Book my free evaluation meeting
Zoho Premium Partner South Africa
]]>Wed, 15 Dec 2021 16:21:58 +0200<![CDATA[Zoholics South Africa 2021 - Zoho's annual user conference is coming to Cape Town & Johannesburg ]]>https://www.dsltelecom.co.za/blogs/post/zoholics-south-africa-2021-zoho-s-annual-user-conference-is-coming-to-cape-town-johannesburgIn this blog, you will learn all about Zoholics which is Zoho's annual user conference. Discover why you should attend, what you can expect and claim 30% off for your Zoholics South Africa ticket with DSL telecom's promo code.]]>
Zoholics - DSL Telecom - Zoho Premium Partner
Zoholics South Africa 2021 - Zoho's annual user conference

Zoholics is Zoho's annual user conference, a journey for Zoho and DSL Telecom to meet with our Zoho Software users to inform, inspire and educate them on the latest product updates. Through presentations, workshops, demonstrations and discussions with our software product experts, you will gain a greater understanding of Zoho’s integrated suite of business applications.


Zoholics South Africa offers everything that small, medium and large business leaders and experts need to know in order to evolve and advance on their digital transformation journeys.


During this conference Zoho will also showcase new insights into their roadmap for the Africa region and how they plan on utilising cutting edge technology to advance in the country.

Upcoming Events

Zoholics Johannesburg 2021

Zoholics Johannesburg

Hilton Sandton, Gauteng - South Africa


Fri Nov 19, 2021


Regular Price

R699 Per person


Price you'll pay with DSL Telecom's promo code: 


R489.30 per person

Saving you R209.70


Zoholics Cape Town 2021

Zoholics Cape Town

The Westin, Cape Town - South Africa


Tue Nov 23, 2021


Regular Price

R699 Per person


Price you'll pay with DSL Telecom's promo code: 


R489.30 per person

Saving you R209.70

Why attend Zoholics South Africa? 

Zoholics is designed to give you the opportunity to learn, network and get the resources to take your teams to the next level. In this event you'll hear about the latest Zoho solutions, get inspired by the visionary keynotes and experience hands-on workshops and one-on-one sessions, and connect with like-minded peers who also use Zoho to drive their businesses.


Here's what you can expect

Zoholics - Product Insights * Demo's

Product Insights and Demos

See Zoho's latest features come to life! Learn how Zoho's business applications can be used to develop businesses from multiple sectors.


What you'll experience:

  • Latest product enhancements and beta-testing features

  • Demonstrations by product experts

  • Top strategies for scaling up business functions

  • Best practices to improve customer satisfaction

Zoholics - Get personal with product experts

Get Personal With Product Experts

Meet one-on-one with Zoho and DSL Telecom experts in order to engage with them.



How you'll engage:

  • Personally meet Zoho's engineers, marketers and business strategists

  • Exclusive one-on-one with Zoho insiders

  • Ask your questions and get expert advise

  • Get best practices for your business workflows

Zoholics - Inspiring guests and partners

Inspiring Guests and Partners

Learn from and be inspired by Zoho's honored guests and distinguished partners at the forefront of technology. 


What you'll learn:

  • Insights on the future trends in the industry

  • Success stories from customers

  • How to upskill your existing workforce

  • How to growth hack your business 

Get 30% off your Zoholics South Africa Ticket purchase when checking out using the DSL Telecom Promo Code

Once you have claimed your promo code you will be directed to Zoho's ticket registration page where you can purchase your ticket and apply your promo code on checkout.

How to book your Zoholics South Africa ticket: 

Step 1: Navigate to www.zoholics.dsltelecom.co.za

Step 2: Show your interest by filling in the form

Step 3: Claim your 30% off discount code

Step 4: Book your ticket online with your DSL Telecom Promo Code
Book Your Ticket Online

A few snapshots from Zoholics South Africa 2021 Events

Zoholics South Africa 2021 - Zoho Golf Day - Zoholics Johannesburg 2021 - Zoholics Cape Town 2021

FAQ's 

All attendees will get a chance to spend some time with the Zoho experts team. The Zoho team will aim to answer as many questions as possible at the event. 

All attendees will get a chance to spend some time with the Zoho experts team. The Zoho team will aim to answer as many questions as possible at the event. 

Zoholics has limited seats available for these events. If tickets are still available, you can register until one hour before the event starts.

All you need to bring is proof of identification so we can give you your participation badge. 

Get 30% off your Zoholics South Africa Ticket purchase when checking out using the 
​DSL Telecom Promo Code

Get Your 30% Off Promo Code Now
]]>Wed, 10 Nov 2021 09:23:33 +0200<![CDATA[6 All-New Zoho CRM Features That You Should Know About]]>https://www.dsltelecom.co.za/blogs/post/6-All-New-Zoho-CRM-releases-that-you-should-know-aboutZoho has always been well-renowned for their frequent technological innovations and feature releases and 2021 has been no exception. Here we showcase our favourite 6 just-launched Zoho CRM features:]]>
Zoho as a leading software provider, has always been well-renowned for their constant technological innovations to their new apps and improvements to their existing apps with frequent feature releases across their entire software suite. 2021 has been no exception. 


Their latest releases come with multiple innovative ways to further examine your customer data, uncover even more interesting trends and more ways to evaluate team and individual performance, to name but a few.
Zoho CRM empowers a global network of over 150,000 businesses in over 180 countries. It helps businesses engage with customers, convert more leads, and grow their revenue by closing more deals

Here we showcase our favourite 6 just-launched Zoho CRM features:

  Subscribe to CRM editions from the mobile ''in app purchases feature'' 

With the Zoho CRM mobile app, you can oversee your sales on the move.

Whether you're a sales rep making calls, a sales manager monitoring the sales pipeline, or a business owner nurturing your business, approach your workday efficiently with a state-of-the-art mobile CRM system.

 

Your mobile CRM app not only covers your CRM software requirements on the go but also helps boost mobile sales productivity with features like search, call, email, check-in, near-me, and notifications. With a highly fluid, interactive interface, offline access, and the ability to sync data across all your devices automatically, Zoho's mobile CRM is perfect for field sales.


You can now upgrade to the Standard, Professional and Enterprise editions from the app settings from your iOS mobile device. You can do so by following the steps demonstrated in the image below. 

1. Go to your Zoho CRM app

2. Navigate to settings

3. Tap ''Upgrade''


How to use Zoho CRM's ''in-app purchases'' feature for iOS

  Introducing Prediction Analytics from Zia

Zia can understand business metrics, analyse it and predict the possible outcome that can help in decision-making and preparing ones business for the future. To substantiate the prediction results, Zia shows the analytics that were taken into consideration to predict an outcome.


With Zoho's new prediction analytics feature from Zia, you can now understand the analytics that Zia took into consideration to predict an outcome and make informed decisions to change the Prediction configuration to achieve more accurate outcomes.

With Zia’s predictions, you never have to guess. Zia scores and sorts your records into different focus groups, so you know how to treat every record. Zia scores your records as a percentage, calculated using win-behavior, the related sales activities, the responsiveness of the lead or prospect, and the time invested. As these scores change, you also understand which sales activity has an impact on your prediction score. 
Prediction analytics will highlight the number of active predictions and the overall accuracy of the predictions and their quality.

  Compare KPIs or targets in Zoho Motivator

Motivator for Zoho CRM inspires healthy, competitive sales by capturing the data from your CRM account to create a competitive environment for your sales team using sales activities. Motivate your team's sales performance via competition and gamification.


Evaluate team, individual, company or time-specific performance to know whether there is an increase or decrease in KPI performance or target parameters. 


For example, the increase or decrease in trend can be viewed by comparing the previous month's or last day's data with that of the current month and present day respectively. Likewise, comparison can be drawn between the current and previous month's performance for a particular field.
Comparing KPIs and Targets using a graph in Zoho Motivator

 Introducing Zone Analysis - a new Dashboard component

Zoho CRM has also introduced a new dashboard component called "Zone Analysis" to provide more detailed analytical insights of business data. Zone analysis distributes data into different zones which are created by taking the parameters in the X and Y axes into consideration. It makes understanding of data easier and make informed decisions.


Use Zone Analysis to understand the business data that requires more attention and those that are doing well with the help of comparative analysis between two parameters.


Zoho CRM offers many analytic tools that help users decode business data into simpler graphical forms that are easy to understand and can be shared with peers across the organisation. One of these tools is Zones, where data points are plotted on a graphical area to represent the most optimal to least optimal conditions in the form of zones.

In Zone Analysis, the darkest zone represents the best or the most optimal data point and the lightest zone indicates the least optimal data point.
You can quickly identify which sales personnel closed the most high value deals and which ones closed fewer high value deals

 Transform your CRM user experience using Canvas

Canvas is a no-code, drag-and-drop design studio built into Zoho CRM where you can create contextual, immersive experiences for your entire team.


Now you can redesign your CRM record detail page with this easy-to-use, drag-and-drop design studio that compliments your business, industry, culture and methods.


The Canvas detail page allows you customise the record detail page to your preference by letting you add background colour to each field, arrange them in a different order, use custom buttons instead of field names, use different font styles and a lot more. This view is available in all the modules, including the custom modules.

 New metrics and charts in Webform Analytics

Web forms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data from websites into Zoho CRM. Non-technical users find it easy to design and publish their own web forms.


Web forms are supported for Leads, Contacts, Cases and any other Custom CRM Modules that you have in your account. 


Most of the time, organisations host multiple webpages that help them focus on a wider audience and generate more leads. It is also important to analyse the performance of each web form to understand if they are serving the desired purpose.

Web form analytics help you analyse the performance of the web forms by identifying how well the visitors interact with your web forms and what causes them to drop off.

The new metrics include: 
  • The individual form analytics will display abandon rate in submissions and average time spent.
  • In the field-based analysis, metrics like: Time spent on fields, field correction rate, field drop rate and field filled order will be available.
  • Submission based on the device source will also be available
The overall analytics of your webform can be viewed from the web forms page.


And there there you have it. DSL Telecom's top 6 Zoho CRM enhancements for 2021 so far. If you want to learn more about Zoho CRM and what it can do for your business, get in touch with one of our Zoho Specialists today and book your free Zoho CRM Software Demo.

Book Your Free Zoho CRM Demo
]]>Tue, 02 Nov 2021 16:07:16 +0200<![CDATA[Everything you need to know about electronic signature applications for your business]]>https://www.dsltelecom.co.za/blogs/post/everything-you-need-to-know-about-eletronic-signaturesWith Zoho Sign, you can now securely sign, send and manage your business documents from anywhere in just a few clicks.]]>

Requesting document signatures can be a tedious task. You have to wait hours, sometimes even days before you receive documents from your clients or stakeholders. How about getting documents signed within minutes instead of waiting for days or hours? This has been made possible with electronic signature applications. E-signature applications are becoming a fast norm, not only in the South African corporate world but in SME businesses too. 

If you don't know much about electronic signatures applications, here's the perfect place to learn about them and the benefits of implementing an e-signature application into your business today.  


What do you have to lose? Try the simple, secure and legal E-Signature app for free today! 

Start your free Zoho Sign trial here.


What exactly is an electronic signature? 


An e-signature or electronic signature is an electronic form of data which can be used to execute signatures on electronic documents or records. This type of signature enjoys the same validity as the standard pen-and-paper signature. 


Electronic signatures are a legal way to get consent on electronic documents or forms to validate and verify a document in the same manner as a pen-and-paper signature would. It can replace a handwritten signature in virtually any process. 


Are electronic signatures legally binding? 


The short answer is yes. 


In South Africa, electronic signatures have the same legal standing as handwritten signatures if they meet certain criteria of technical reliability. 

For all situations where a document is signed by an electronic signature and where law does not prohibit the document from being signed electronically, the electronic signature will have the same presumption of enforceability as a handwritten signature.



Reasons why you should use an electronic signature application:


Simple & easy to use


The biggest benefit of electronic signatures is that they're simple and easy-to-use. Simply upload a document, declare signers and recipients and deliver a secure link to the recipient. The recipient signs the document and the process is complete. It's that easy! 


Real-time notifications 


Electronic signatures contain traceable information about who signed the document, when they signed it, and where they signed it. That's much stronger and more enforceable than your average paper-based transaction.


Get signatures faster


The convenience of electronic signatures means there's a much faster turnaround. Instead of sending a document to one party, getting them to print, sign, and scan it, sending it to the next party and then repeating the process down the line, everyone can sign off within seconds. This faster turnaround gives businesses greater versatility in time-sensitive situations and provides your customer with their desired product or service quicker.


Better user experience


No one can ignore that client satisfaction is a key factor which directly influences your the success of any business. Electronic signatures save clients’ time and make the whole signing process much more desirable for them. They can sign documents anywhere, anytime they want and using any internet-enabled device they prefer.


Our top pick for the best E-Signature application in South Africa:


Choosing the right electronic signature application can be hard, so we've made it easy for you and selected the best in the market for South African businesses - Zoho Sign. 


With Zoho Sign, you can securely sign, send and manage your business documents from anywhere in a few simple clicks. It's easy to use, quick to learn and simple to implement into your business. What's more, it's now available in ZAR, making it affordable for South African Businesses to adopt so you'll no longer be exposed to fluctuations in the Rand/Dollar exchange rate. Zoho Sign works completely in the cloud and is perfect for anyone that needs to sign business documents - ideal for HR, sales & finance departments. 


We've put together the most game-changing features, to help you make the switch to Zoho Sign today: 



Document management

Easily import- With Zoho Sign, you can easily import and transfer your business document to Zoho Sign from your desktop or cloud application solutions such as Google Drive, OneDrive, DropBox, Box and Zoho Workdrive. This way, you don't have to create all your documents from scratch, simply migrate your existing documentation straight onto Zoho Sign.

Cloud backup- You will never have to worry about your documents going missing! Zoho Sign enables you to back up your signed documents rapidly. You can even automatically back up signed copies to your favourite cloud app solutions like DropBox, Box, OneDrive and more for improved data protection and to keep your records updated.

Automatic field addition - When you begin the signing process by uploading a document, Zoho Sign will automatically identify if you have text fields and the corresponding fields will automatically be created as digital text fields so that all the fields on your document that you would like the client to fill in will be identified. 

Easily sign documents on any desktop or mobile device with Zoho sign




Remote Collaboration


Real-time comments - Simply add public or private notes and comments onto your document to elaborate on document information or provide clarity, preventing you from unnecessarily hold ups inclosing your deal or having to send a document back and forth.

Timely reminders- You can see if your recipient has viewed, signed or sent the document back to you. Simply track document status. If your recipient has taken longer than expected to sign the document, you can easily send reminders and automate reminders to expedite the signing process.

Complete control- You can approve, dent or decline documents. If you made a mistake in the document or have sent the wrong document to the wrong person, don't worry, simply recall the document and cancel the signing process.

With Zoho Sign you can set reminders to your customers to sign their digital documents




Customisation and integration


Templates - Be more productive by saving time and effort by converting frequently-used documents into templates that are easy to send, reuse and maintain forever.

Available in 12 languages- Give your customers the option to view and complete the document signing process in their native language. Zoho Sign is avaiable in English, French, German, Italian, Japanese, Polish, Portuguese, Spanish, Russian, Chinese, Dutch and Swedish.

Integrations - Zoho Sign integrates with popular third-party services so that you can import users and documents and get your documents signed in a few steps. You can also build custom integrations to meet your requirements with Zoho.

Sign documents on your iphone or android phone



Security and compliance


Advanced authentication - Protect your account, documents and your clients documents with multi-factor authentication for that additional level of security. 

Legality - All documents that are signed using Zoho Sign are legally binding.

Sign documents on your phone

Make it effortless for your clients to sign documents

All in all, electronic signature software, like Zoho Sign is essential for all businesses, whether you're a budding startup, a fast-growing small business or a big enterprise. Why not make it easier to get proposals signed, agreements done, eliminate manual tasks and reduce time spent on following up. Zoho Sign offers powerful features that help you do just that. 


If you would like to sign up for a 14-day free trial of Zoho Sign, click here.


Alternatively, request a Zoho Sign demo with one of our Zoho experts, by clicking on the button below. 

Book your Zoho Sign Demo
]]>Thu, 29 Apr 2021 16:19:49 +0200<![CDATA[An ideal friendship: DSL Telecom Phone System & Zoho CRM]]>https://www.dsltelecom.co.za/blogs/post/An-ideal-friendship-DSL-Telecom-Phone-System-and-Zoho-CRM​By integrating your DSL Telecom Cloud PBX system with Zoho CRM, your team can make and attend calls right from their CRM software and measure every call's result against deals.]]>
In the age of multichannel communications, your customers are communicating to your teams through chat, email, social media and (of course) telephone. Keeping up to date with what a customer requires is even harder when all these channels act like perfect strangers — remaining separate and detached. That is why we suggest you integrate your phone and CRM software. A seamless CRM phone integration, in many ways, turns these two critical communication platforms into best friends: effortlessly in tune and always working together to achieve more than each could alone. The good news is that Zoho CRM & DSL Telecom Phone System have already been introduced and collaborate seamlessly. 

In today's blog we'll be discussing what makes the Zoho CRM & DSL Telecom PBX integration the best of companions. 
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​Click here to learn more about DSL Telecom's Cloud Phone System
​Click here to start your FREE Zoho CRM trial

Easier tracking

Make manual data entry a thing of the past with DSL Telecom and Zoho CRM's automatic call logging feature. Accurate and descriptive notes on your customer is your team's secret weapon to providing superior service! The call pop-up window enables your team to add notes, create follow-up tasks or assign the contact you spoke with to someone else. You will never lose track or forget about a conversation that you had with a customer.

DSL Telecom PBX System integrates seamlessly with Zoho CRM integration

Call pop-ups to better serve your customers

Zoho's CRM Software can store, access and analyse large amounts of diverse information, including detailed caller identification and call history. Linking your telephony to your CRM gives your sales team quick access to previous call interactions and customer details before the call connects. This enables you to quickly prepare for the customer interaction and ultimately you're now able to assist the customer promptly - saving time for all parties. 
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​Every call from your customer automatically displays a pop-up with the customers information on your screen. Pop-ups provide quick access to customer records which helps to get to the heart of the matter quickly. Having this information handy when a customer calls, gives your team the opportunity to provide a personalised customer service.
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Zoho CRM integration with DSL Telecom's Cloud PBX in South Africa

Gives you more data

Providing your team with constructive feedback is vital to motivate, improve and enhance your workforce. It is essential to measure KPIs such as call rates, upselling activity and conversion rates. Integrating your telephony with your CRM system helps monitor and analyse staff tendencies and capabilities, providing supervisors and managers with useful, quantifiable data. This integration gives you the opportunity to generate reports. With reports, you can track trends and teams' performance during specific periods and motivate them to improve by providing proof of superb performance or the need to improve on certain aspects of their work. Built-in charts and reports let you visualise your call data and help you figure out how to provide a better customer experience.

DSL Telecom's hosted cloud PBX allows you to see your call volumes in Zoho CRM

Elevate productivity

The ability to accept incoming calls and make outgoing calls with a single click is facilitated through DSL Telecom's Cloud PBX and Zoho's CRM system, enhancing the swiftness of your staff. Stop wasting time searching for contacts' numbers and dialing numbers - make calls straight from Zoho CRM. While you're looking at your leads or contacts, just click the call icon to initiate a call.
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Cloud PBX integration that allows you to click and call straight from Zoho CRM

What does this integration look like?

Zoho CRM & DSL Telecom Phone Integration: Better Together

The future belongs to companies that maintain strong customer relations and improve efficiency at serving them. Technology is an effective way to help your business achieve both these goals. By integrating your CRM and telephony services, you can make your business stand out even in a hyper-competitive market. Our Zoho Consultants and Cloud PBX Specialists understand how essential communication and building relationships are to businesses. Let us help you unify your communications with your customers.
Try this integration
]]>Mon, 19 Apr 2021 17:01:28 +0200<![CDATA[7 vital criteria to consider when selecting a CRM system for South African businesses]]>https://www.dsltelecom.co.za/blogs/post/7-vital-criteria-to-consider-when-selecting-a-CRM-system-for-South-African-businessesIt’s important to choose the right CRM system with capabilities that suit your business needs. That's why we wrote this blog - to provide you with the essential information you need to make the best decision possible when choosing a CRM system for your organisation.]]>

When it comes to customer relationship management (CRM), it’s important to choose the right CRM system with capabilities that suit your business before embarking on your selection process.

  

No matter what size your company is, or the industry you operate in, the correct CRM software will help you stay competitive by allowing you to:

    • Keep track of all your interactions with all your customers
    • Consolidate all your customer data into one easy-to-access location
    • Maintain powerful customer relationships with greater and faster communication
    • Sell more products and services
    • Improve your processes 
    • Enhance communication between sales and marketing teams
    • Acquire new customers and retain existing customers
    • Refine your customer segmentation process

As you've probably realised, selecting the perfect CRM system is no simple process.


The challenge lies not only in the fact that there are so many potential CRM solutions and technologies to choose from, but you also have to consider CRM system deployment options, ability to customise, cost, scalability, and business value, before you make your choice.

  

That‘s precisely why we created this blog—to provide you with the essential information you need to make the best decision possible for your organisation. 


Consider the 7 following criteria when selecting a CRM software: 

Questions to ask when considering CRM software

1. User-friendly software is important


Your employees will need to work with your CRM on a daily basis, so you should emphasise the importance of the user experience during the selection process. Regardless of the number of features your system guarantees, if your system is not user-friendly, your staff won’t be able to maximise the full benefits, leaving them discouraged and resistant to the software change, causing delays and affecting productivity. Make sure you select a system that’s accessible and easy-to-use. 


- Ask these questions during your demo: 

  • How easy is it to use the software interface? 
  • How long does it take to adjust to the software? 
  • Can the interface be customised to more closely match the needs of my organisation? 
  • What type of software documentation and training will be provided? 

2. Ensure that there is a local partner for Support, Consultation, Training and Implementation

Since a CRM application is such a major investment, it's critical to implement and maintain it effectively. Your software consultant or customer success manager will be a good resource for technical queries or for other questions that may arise. In addition, you may still need to rely on the consultant to assist you with modifications later down the line. Therefore, ensure your consultant is a certified South African partner.


- Here are some important questions to ask regarding support for your CRM software: 

  • How quickly are support calls handled? 
  • Is there an SLA agreement? 
  • What options are available for after-hours questions or concerns? 
  • Are there customer service plans available? 
  • What level of support can I expect?


3. Flexible reporting

Look for a system with the capability to produce the reports your organisation requires. When reviewing your options, find out if customised reports can be created with minimum time and effort, or even automatically updated. Also, find out if the system will allow you to manipulate the data according to your business's needs. Your CRM system needs to show you reports of your data in graphs and statistics that make sense for your business.


- Here are some important questions to ask about reports in your CRM software: 

  • How quickly are reports generated? 
  • Can reports in the CRM system she shared and exported?
  • It is possible to customise the report dashboard? 
  • Can reports be embedded to third-party dashboards?
  • Are there analytics features?


4. Are growth and scalability supported?

A good software company invests heavily in engineering and develops new product features and enhancements regularly. It stays abreast of new technologies and makes sure that its customers do too. Often, software upgrades cost far less than the retail price of the full program. Some CRM vendors even provide upgrades within their support programs. A superior CRM software manufacturer will provide product upgrades at reasonable prices or as part of a yearly service agreement. It is imperative to have a CRM software that grows with your business. 


5. Does the price of the CRM system fit your budget?

Remember that your CRM system is a business investment. As such, your return on investment (ROI) should be a major component in determining which CRM system you select and how you choose to deploy it. Spending too little could result in an inadequate system that does not meet the needs of your customers or your organisation, while overspending may put your business at risk. If you are honest with your reseller about the factors that will ultimately influence your decision, you should be able to make an informed decision that fits comfortably within your budget.


6. Adopt a highly customisable CRM

A truly customisable solution should be adaptable to fit the needs of your business, such as modifications to fields, buttons and sales cycle processes and managing complex data sets and layouts. For adaption, growth and prospective strategies, focus on getting a CRM System that is a highly adaptable and enables businesses of all sizes and industries to create a platform perfectly tailored to their teams’ processes and unique business needs.


- Questions you should be asking: 

  • Does the software allow you to modify and customise all aspects of the CRM system? 
  • Are the customisation tools easy-to-use? 
  • Do you have the ability to create and modify fields, screens, buttons, tables, views, script, and security settings on the go?


7. Does the CRM software integrate smoothly with the programs you are already using?

A great CRM platform needs to be able to work in harmony with your existing applications. This is one of the most important things to consider when choosing a CRM for your business. You’re not buying a CRM application as yet another item to add to your collection of different work systems. You’re buying it to help streamline and integrate your business operations!  It is important to list the third-party software that your company currently uses and look into CRMs that offer the relevant integration tools. 


Pro Tip: In order to ensure you're making the right choice for your business, many CRM systems offer a free trial for a sufficient period of time. In this period, you’ll be able to understand if the CRM system match your requirements.


DSL Telecom is Zoho Premium Partner

Zoho Software is expanding in South Africa

In 2020, the leading global cloud business software provider, Zoho, announced its plans to expand its footprints in South Africa in order to help African businesses in their digital transformation journey. 

DSL Telecom is a South African Zoho Premium Partner. Zoho CRM System covers all of the above criteria and more! Zoho CRM Software empowers a global network of over 150,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue. Transform your business with the world’s favourite Customer Relationship Management software.


Try your Zoho CRM Free Trial today:

Start My Free Trial
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