Zoho User Group Meetup

Melbourne Zoho User Group Meetup – Register Today!

🎉 Exciting News! 🎉

Flexbox Digital is delighted to announce that we will be a Gold sponsor of the upcoming Melbourne Zoho User Group Meetup, happening on June 20th, 2023, at the Karstens Melbourne in the City of Melbourne.

As a Gold sponsor, we’re committed to supporting and nurturing the Zoho community, bringing together like-minded professionals, experts, and enthusiasts to explore the latest trends, tools, and insights in the realm of Zoho. This event promises to be a fantastic opportunity for networking, knowledge sharing, and building valuable connections.

Register today and secure your spot at this exciting event. Don’t miss out on this incredible chance to learn, connect, and grow in the Zoho ecosystem.

We can’t wait to be a part of this event and share our expertise in leveraging Zoho’s powerful suite of business tools. Stay tuned for updates, exclusive giveaways, and surprises that we have in store for you on the day.

Specifics of the meetup:

Date: 20th June | 9:30 AM – 04:30
Venue: Karstens Melbourne
Address: 123 Queen St, Melbourne VIC 3000, Australia

Meetup 1

Customising Zoho CRM & Leveraging Zoho Flow
Jun 20, 2023 9:30 AM – 12:30 PM

Meetup 2

Build Powerful Applications with Zoho Creator
Jun 20, 2023 01:30 PM – 04:30 PM

Save the date, spread the word, and get ready to experience the magic of Zoho at the Melbourne Zoho User Group Meetup. See you there! 💪🌟

If you’re looking to get started with Zoho, Get in touch with us or try Zoho One for managing your sales, marketing & support in one platform. As Australia’s leading Zoho Authorised Partner, we offer implementation, integration, migration, and developing Zoho solutions across a range of industries.

Zoho Marketing Campaign Apps

Maximising Your Marketing Campaign with the Right Zoho App

Zoho offers a range of applications and modules that can be used for marketing campaigns. Choosing the right one depends on your specific needs and goals. Here are some options to consider:

Streamline Your Sales and Marketing Efforts with Zoho CRM

Zoho CRM: This is a customer relationship management tool that can help you manage your leads, track customer interactions, and automate tasks. It’s a great option if you want to streamline your sales and marketing efforts.

Elevate Your Email Marketing with Zoho Campaigns

Zoho Campaigns: This is an email marketing tool that allows you to create and send email campaigns, track opens and clicks, and measure campaign success. It’s a good option if you want to focus specifically on email marketing.

Conversion Rate Optimisation

Take Your Social Media Marketing to the Next Level with Zoho Social

Zoho Social: This is a social media management tool that allows you to schedule and publish posts, track engagement, and analyze results. It’s a good option if you want to focus on social media marketing.

Gain Actionable Insights and Improve Your Marketing Strategies with Zoho Analytics

Zoho Analytics: This is a business intelligence and analytics tool that allows you to analyze data from multiple sources and create custom reports and dashboards. It’s a good option if you want to track and measure the success of your marketing campaigns.

Boost Your Website’s Conversion Rates with Zoho PageSense A/B Testing Tool

Zoho PageSense: This is an A/B testing and conversion rate optimization tool that allows you to test different versions of your website or landing pages to see which performs better. It’s a good option if you want to optimize your website for conversions.

Streamline Data Collection and Lead Generation with Zoho Forms

Zoho Forms: This is a form builder tool that allows you to create custom forms for lead generation, surveys, and more. It’s a good option if you want to collect data from your customers or prospects.

Ultimately, the right Zoho app or module for your marketing campaign will depend on your specific needs and goals. Consider what you want to achieve with your campaign and which tool will help you get there most effectively.

If you’re looking to get started with Zoho, Get in touch with us or try Zoho One for managing your sales, marketing & support in one platform. As Australia’s leading Zoho Authorised Partner, we offer implementation, integration, migration, and developing Zoho solutions across a range of industries.

Adopting Zoho CRM for Your Sales and Marketing Teams

A Guide to Successfully Adopting Zoho CRM for Your Sales and Marketing Teams

Zoho CRM is a powerful customer relationship management software that can help businesses streamline their sales and marketing processes. However, before adopting Zoho CRM, there are several things that businesses should know to ensure a successful implementation. In this blog post, we’ll discuss some important factors to consider when adopting Zoho CRM.

Understand your business requirements

Before adopting Zoho CRM, it’s important to understand your business requirements. What are your sales and marketing goals? What specific features do you need in a CRM software to achieve those goals? By understanding your business requirements, you can ensure that you choose the right Zoho CRM plan that fits your needs.

Zoho CRM Plus

Create a migration plan

If you’re switching from another CRM software to Zoho CRM, you’ll need to create a migration plan. This involves moving your existing data to Zoho CRM, which can be a time-consuming process. It’s important to plan ahead and ensure that your data is migrated correctly to avoid any loss of important information.

Customise your Zoho CRM

Zoho CRM is a highly customisable software, which means you can tailor it to fit your business needs. Take advantage of the customisation options to create a CRM that works specifically for your business. This can help you streamline your sales and marketing processes and make your team more efficient.

Take advantage of integrations

Zoho CRM integrates with several other software applications, such as email marketing tools, accounting software, social media platforms and more. Take advantage of these integrations to streamline your workflows and automate certain tasks. This can help you save time and increase your team’s productivity.

Train your team

Once you’ve adopted Zoho CRM, it’s important to train your team on how to use the software. This will help ensure that everyone is using the software correctly and taking advantage of all its features. Zoho CRM offers training and support resources, so take advantage of these resources to ensure your team is fully trained.

Measure your success

Finally, it’s important to measure your success with Zoho CRM. Set measurable goals and track your progress to ensure that you’re getting the most out of the software. Use Zoho CRM’s reporting features to generate reports on sales performance, lead generation, and other metrics that matter to your business.

In conclusion, Zoho CRM is a powerful tool for businesses looking to streamline their sales and marketing processes. By understanding your business requirements, creating a migration plan, training your team, customising your CRM, taking advantage of integrations, and measuring your success, you can ensure a successful Zoho CRM adoption.

If you’re looking to get started with Zoho CRM, Get in touch with us or try Zoho CRM for managing your sales, marketing & support in one platform. As Australia’s leading Zoho Authorised Partner, we offer implementation, integration, migration, and developing Zoho solutions across a range of industries.

Zoho CRM Sales Automation

All about Automating Sales Process and Increasing Productivity Using Zoho CRM

Sales automation can include everything from customer relationship management (CRM) systems to automated sales tasks, emails, follow-ups.

What is sales automation?

When the world is working on the tech field to minimise manual effort then why not the sales field? Sales automation is one of the alternatives where companies can potentially reduce physical and time-consuming mechanisms. Sales automation can be done by the use of digital tools such as software, artificial intelligence (AI) etc.

Sales automation is an important aspect of CRM (consumer relationship management). Sales automation is a procedure where you can focus more on connected customer services rather than focusing on administration. However, there are many factors which affect the manual sales force such as lack of accurate data, time-taking procedures or data being misplaced.

An automatic sales force will reduce such factors and provide a space for the storage of data. Automatic sales are now being adopted by many medium and small business owners as well. This results in less expenditure and saving by the firm’s and gives decent revenue in return.

Zoho CRM

What is Zoho CRM?

The very first step towards Zoho CRM implementation is making a strategy. It is always recommended to small and medium business companies to plan CRM as per their requirements. In this process, three stages need to be focused.

  • Planning
  • Implementation
  • Rolling out to employees


Clarify your business goals and then analyse what is needed for your company to prepare data. After planning and analysing, now you need to create a CRM account and set up your organisation details. Set up your account and then allow users who can use CRM. Invite them and give them their roles. Enable data security and complete basic automation processes. Transfer data into CRM. By following this process you can successfully implement Zoho CRM.

Benefits of Zoho CRM in sales automation

Zoho CRM is very easy-to-use Customer relationship management system. It is a user-friendly and intelligent CRM. There are many other benefits of using Zoho CRM such as

  • It reduces time and cost and allows the automation of various business activities.
  • It offers many platforms such as emails, social media, and video chat by which you can easily contact your customers.
  • It also provides a detailed and accurate analysis of your data which is beneficial for decision-making.
  • Zoho also has an AI named Zia! She is smart and intelligently manages CRM.
  • Zoho CRM is affordable for medium and small business owners.


It is always a smart choice to use automatic sales software but does not depend on them fully. This automatic sales software can be used for many things but not for everything. It is advised to always check manually rather than depending totally on robots!

Start Free Zoho CRM Trial > 

Flexbox Digital is the Authorised Zoho Partner and certified Zoho CRM Consulting and Implementation Partner. Our services consist of CRM implementation, data migration, external systems integration, customisation, training and support.

Authorised CallHippo Reseller

Announcing Our New Partnership With CallHippo

We are so delighted to announce that Flexbox Digital has officially entered into a partnership with CallHippo. CallHippo offers a web-based virtual phone system for businesses to make and receive calls and text messages from any Internet-enabled device. With this announcement, Flexbox Digital becomes part of an exclusive group of partners and resellers who are authorised to sell CallHippo products.

Get to know our partner CallHippo

CallHippo is an on-demand Voice-over-Internet Protocol (VoIP) Service Providers. CallHippo allows businesses to buy instant local numbers from over 50+ countries around the world. With easy to use interface and robust backend architecture any business can setup their call center within less than 3 minutes.

CallHippo platform allows deployment of a flexible telephony network, wherever an internet connection is available. It gives you the ability to make & receive calls from any desktop, browser, or smartphone.

Set Up Your Phone System In 4 Easy Steps

A business phone system to meet your calling needs

Local Number – Buy local phone number from CallHippo for your business. CallHippo is one of the best service providers from whom you can get an Australian number and manage all your calls from a single platform.

Power Dialer – Deliver your daily calling commitments like a pro with CallHippo’s super-efficient Power Dialer function.

Smart Call Forwarding – Smart Call Forwarding is a feature that enables users to forward any incoming calls to an alternate number.

Call Transfer – The call transfer feature allows you to redirect a connected call from your phone number to a team member.

Call Queuing System – Empower your business with CallHippo’s innovative Call Queuing feature that allows you to customize the messages for the clients and let them know that their call is important to you and you will connect with them shortly.

Welcome Music & Message – Greet callers with a welcome message and promote your services while they wait to connect to an agent.

Post-Call Surveys – Understand how happy customers are with your support agents after the call and make adjustments accordingly

Call Center Analytics – Make data-backed decisions to improve your support team’s performance and enhance customer experience.

Number Portability – Port You Current Number To Callhippo

View All Features >

Connect CallHippo with your business tool to improve Productivity

CallHippo now integrates with 100+ Business Apps. Make the most of your existing business applications by connecting them with the CallHippo platform. Experience seamless data synchronization, improved customer relations, increased support, and sales efficiency with CallHippo integration. Call directly from your Business apps, sync all cloud recordings, get real-time call status reports, and lots more.

View All integration >

CallHippo Integrations

CallHippo Security Practices & Compliance

Security and Compliance are the top priorities for CallHippo. CallHippo is now HIPPA compliant, GDPR Compliance, PCI-Compliant, ISO Certification For Virtual Phone System. CallHippo is now an International Organization for Standardization (ISO) certified multi-layered secured cloud-based business phone system to ensure data security and customer privacy.

Callhippo Compliance Security

CallHippo Security Practices & Compliance

Easy to Use Virtual Phone System with World Class Support

Start Free Trial > 

Get Phone Numbers In Minutes. Record Calls. Send & Receive SMS. Seamless connectivity between your customer relationship management (CRM) software and third-party applications. Virtual business phone system for your sales and support teams.

Zoho CRM Partner

How CRM Improves Customer Relationships and the Sales Process

What is CRM?

Customer Relationship Management (CRM) can be described in a variety of ways, depending on one’s goals. For some, it is a strategy for identifying, understanding, managing, and catering to their prospects’ and current customers’ business demands while for others, it is an approach that is used to manage customers in an efficient and effective manner. No matter the way you look at it, a CRM system can help a business strengthen and build long-term relationships with its customers in each of these ways.

What is CRM

Benefits of using a CRM systems

An excellent CRM system should be multi-faceted and offer a variety of services

Customer Data Access Without Interruptions – We recognise that timely responses and rapid solutions go a long way towards establishing a long-term relationship. As a result, your clients’ data is safely saved on a cloud-based platform, and your staff may communicate with them in real time from anywhere.

Bring inter-departmental Coordination – Another benefit of storing data on the cloud is that it may be shared across teams. You can create customer-centric tasks and assign them to the appropriate team members. This ensures that each salesperson has a defined job and clear objectives, that no one is left out or assigned the same set of chores, and that no sales opportunity is overlooked.

Streamline Different Processes – CRM has a wide range of capabilities that can help the sales team close more deals, assist the marketing team in acquiring more leads, and make it easier for support teams to handle tickets more quickly; all concurrently.

Proactively Participate in Customers’ Journey – CRM will assist you in setting milestones and reminding you of critical customer events. You can also gain insight into the customer’s preferences and needs, which will aid the sales staff in organising their plans for better and faster customer interactions. Overall, it has the potential to improve retention and reduce turnover.

Make Intelligent Decisions – When the sales team remembers the customer’s demands and responds immediately, they feel valued. CRM may help you get insights, predict future outcomes, make recommendations, and even advise next steps with customers based on previous interactions and data.

Zoho CRM Plus

Zoho CRM

From the initial ‘Hello’ through the deal-closing ‘Handshake,’ Zoho CRM is a sophisticated CRM software that provides your organisation with everything it needs. Zoho CRM may well be readily customised to fit your company’s demands, regardless of its size. It allows you to create and reorganise modules, add custom fields and sections, create new layouts, and even clone layouts, thanks to its user-friendly interface. You may also change the look of your homepage, adjust module views, build templates, and much more.

  • Zoho CRM, while also being scalable, allows you to automate all of your everyday processes, such as sending follow-up emails, updating records, and assigning tasks. Effortless communication can happen with your customers via email, phone, chat, and social media, and keep track of all your discussions in one place, thanks to the industry’s first multi-channel CRM.
  • Create workflows that automatically activate tasks based on preset parameters to increase your team’s productivity. A BLUEPRINT can also be designed to mandate the conditions under which your salespeople close deals.
  • Zoho SalesIQ offers your marketing, sales, and support teams the digital customer engagement tools to communicate with every site visitor at every stage of the customer lifecycle. By adding Zoho SalesIQ into your existing CRM, you extend your ability to connect with customers, and give your team the tools to support customers instantly, while keeping all interactions organized.
  • Go real-time with SalesSignals, which alerts you when your customers connect with your brand on any channel.
  • You may acquire a lot of vital information to build your business using Zoho CRM’s Analytics, which delivers sales performance data, trend analytics, pivot charts, and more.
  • To top it off, Zoho CRM includes an AI-powered sales assistant named Zia, who analyses your sales trends and assists you by recommending the optimum time to contact a customer, detecting anomalies in your sales processes, and generating forecasts based on your sales patterns.
  • Also, just in case you need to work while on the road, your CRM data is also accessible via a sophisticated Mobile Application. Make the most of your time by conducting a ‘Near Me’ search and using Remote Check-in, to keep track of your team’s activities. You can also add, amend, or remove records while offline, and your data will be instantly synced once you reconnect to the internet.

Overall, CRM can consolidate all data into a single area, making it easier for support, Human Resources, product, sales, and marketing teams to access it. CRM is a useful tool for saving time, staying organised, managing client interactions and data, and increasing sales for your company.

If you’re looking to get started with CRM system, Get in touch with us or try Zoho CRM for managing your sales, marketing & support in one platform. As Australia’s leading Zoho Authorised Partner, we offer implementation, integration, migration, and developing Zoho solutions across a range of industries.

Solar CRM Solution

6 reasons why Solar businesses should use a CRM

A lot of businesses spend time and money to source leads. A good chunk of leads is often not enough for business growth. Too much of time is spent on nurturing and qualifying these leads into new accounts. Flexbox Digital can help your business covert leads faster with more efficiency allowing you to focus on the big picture. Here are six reasons why the Flexbox Digital integrated CRM solution is the best for Solar businesses.

Strong functionality and feature set

Flexbox Digital Solar CRM solution is powered by Zoho CRM which is a powerful CRM tool with advanced customisation abilities. With features like Sales force automation, product customisation, process management, artificial intelligence, advanced analytics and much more, it helps you to establish an automated workflow tailored to solar business specifically.

Built-in Integrations

Solar CRM has built-in webforms that allow you to collect information from your customers and automatically bring that information within the CRM. It also has integrations with all other Zoho applications that address various departments like marketing and social. Using this Flexbox Digital will help you to automate the flow of data across applications.

Powerful Automation

Flexbox Digital solar CRM solution has end to end automation capabilities that enable to reduce redundancies. It enables you to capture leads directly from the website, auto-assign them to sales reps, send automated emails and text messages to nurture the lead and set up deal pipelines with transitioning stages. With just a few clicks, you will be able to run the entire sales workflow and stay on top of it.

API Integrations

Using API, Flexbox Digital can connect to any third party application that supports API. Solar designs can be fetched from applications like Pylon, Solar plus or Open Solar and be connected to the account in CRM. This also helps to remove redundancies by pushing data to applications like Formbay, Greendeal or Servicem8 and creating profiles automatically. Accounting and bookkeeping applications like Xero, MYOB or quickbooks can also be connected and the CRM can be the one source of truth. Thus Flexbox Digital will enable you to keep track of everything from one place.

Solar CRM Integration

User Friendly

No matter what features are present, a CRM can be fully utilized only if it is user-friendly. With an intuitive UI and strong feature-sets joining hands, Solar CRM delivers an enhanced user experience. CRM enables you to complete complex tasks with only a few clicks thus saving time and making your job easy.

Marketing and Operations

Campaigns are used by businesses to nurture leads to qualified prospects. Flexbox Digital’s CRM solution connects the CRM to marketing applications like Mailchimp or Zoho Campaigns. The leads from the CRM are automatically pushed in to their respective segments thus saving time and effort. By connecting the CRM to Project management applications, a project can automatically be created for every closed deal and the tasks associated can be assigned to different people automatically. This allows you to manage the project from one place.

The solar CRM solution helps you to automate the business process, provides better visibility and makes your business process more efficient. Thus Flexbox Digital solar CRM solution is your number one choice to boost sales, increase productivity and convert leads faster.

Thinking of implementing Solar CRM into your business?? Get in touch with us or learn more about our Solar CRM solution.

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