The nuclear option for workflow management, Zoho is powerful, but can be scary. We can tackle Zoho on any company’s behalf so they can focus on building revenue.
Challenge: The CEO of a company wanted to acknowledge birthdays but didn’t have the time to create reminders himself, or go through the company database regularly to determine whose birthday was coming up.
Solution: A custom Zoho automation which does two things: adds a reminder to the CEOs task list a week ahead of an employee’s birthday, and also sends an email to the person the day of their birthday. That way he can get a gift or do something else in addition to the “safety net” that the email itself provides.
Result: End result was that for the dozens of people at the company, that extra touch can make quite a bit of difference. Even an automated email, worded authentically, helps maintain the tight family feel of a small company, while not spreading the owner too thin.
Congrats on Your Work Anniversary
Challenge: The leader of a small company wanted to send a congratulatory email, or do something a little extra, whenever a work anniversary came up.
Solution: Zoho’s date-based functionality was used to create two different workflows: one for adding a reminder a week in advance of an employee or contractor’s work anniversary, and the one to send a custom email the day of the event. This allowed leadership to do somethign more if needed, and still have the touch of an email being sent.
Result: With recurrent runs, each valued employee and contractor in the CRM would get a small annual touch from leadership. Year over year, it helps retain the right kind of company culture even when automated.
Challenge: A company wanted to have a more hands-off approach to recruiting, only allowing people to schedule time with the decision maker after a bit of review was done.
Solution: Creation of a Zoho sequence, along with a set of tags/automations was the solution employed. When an applicant signs up via web form, their information is added to the Zoho CRM, with a tag listing them as an “Applicant”. From there, the first email comes from the CEO asking the applicant to do a particular task. Once the applicant submits their result then the CEO takes a look. They then decide: should they advance to the next level? Or are they not a fit? If they advance then the CEO knows to add a particular tag to the applicant’s record, which tells the automation to send the next email.
Result: Overall, this approach, while not fully automated, does allow the CEO to have visibility and control in the process, without exposing his schedule to someone who might not be a good fit. It’s light-touch and effective, and serves as the approach for other areas of automation, including email automation with Mailchimp.