Relativity - Blog , Process

High-quality Help & Superior Support: How Zoho can support your growth

Fri, 01 Aug 2025 07:55:55 +0000

It’s safe to say that ensuring your CRM works for you is a high priority for business owners, but carving out the time to make that happen can be difficult. And it’s thoughts like this that restrict businesses from exploring alternative options when they’ve stuck with their ‘safe’ business system for so long.

Here at Relativity, we work to support businesses and teams ready to grow into a new CRM, and make the transition to a Zoho suite. We’re good at what we do, but we don’t do it alone, as Zoho makes the transition as easy as possible with a number of tools at your fingertips to understand the systems and utilise the best of Zoho’s comprehensive business suite. Keep reading to find out some of the fantastic tools and people on hand to support your work with Zoho.

1. Zoho Knowledge Base

For those moments when you want to figure something out independently, Zoho Knowledge Base is the perfect place to start. With thousands of articles outlining everything from common FAQs to detailed explanations of how to make the most of Zoho analytics, this database of help and support allows for anyone to dive into Zoho systems and find the specific query they may need support with.

The database is broken down into individual applications, and then divided into sections, making the process of navigation simple and clean. But, if you’re ever having issues finding something specific, the search feature helps you find it with just a couple of keywords.

2. Zoho Community

When a specific issue is just getting you down, turn to Zoho community to find support and ideas. This section of Zoho support is structured similarly to the Knowledge Base, with sections dedicated to each Zoho application, but this time, you have the entire Zoho userbase to support you. Browse hundreds of forums, ask questions, and get answers from those who are using the software day in and day out.

Each post can be tagged as a question, a problem, or an idea to allow for easy sorting through forums, and finding what you might need to help. Once again, the search feature makes this immense amount of support easy to sift through and get you on your way with Zoho.

3. Zoho Support

Once you’re working with Zoho, the support network spans far and wide, but often, nothing beats a real person. Luckily, Zoho has an expansive support team ready to help you with all the little technicalities you may come across on the day to day.

Available via phone, text, email, or even social media, Zoho makes finding help as easy as possible, allowing you to focus on the development of the software for your business, rather than all of the little technical quirks.

4. Zoho Partners

If you’re looking for the way Zoho can be perfectly personalised for your business, and you need an expert to help you make that happen, why not turn to a partner?

Partners are Zoho experts, bringing specialised knowledge right to your doorstep. They excel at creating bespoke solutions for your business, getting to know you and your needs and adapting the Zoho suite to suit your needs. This is the most flexible type of support available to Zoho users, as Partners focus on suiting your specific needs, and scaling with you as those needs change.

That’s what we here at Relativity do. With one off, or regular support, we’re here to help and make sure that Zoho fits your organisation like a glove.

To Conclude...

The tools and facilities mentioned above really are just the tip of the iceberg when it comes to getting Zoho to work for you. The support available is endless, and all leads to creating an online hub for your business that prioritises simplicity and clarity.

If you think Zoho could be a good fit for you, get in touch with us: book a free 20-minute consultation to start exploring how Zoho could be used to automate your systems and take a weight off of your shoulders.

Relativity Ltd. is a Zoho Partner, and Zoho Consultant. To find out more, contact Relativity, the business technology experts on +44 1825 280123 or email info@relativity.co.uk

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Navigating Zoho: Tips and Tricks for Efficiency

Fri, 31 May 2024 16:07:25 +0000

So you’ve logged in for the first time and set up your Zoho account. Now what?

For new users, navigating Zoho can feel a bit overwhelming at first glance. With so many apps, menus, dashboards, and features, it's easy to feel lost in the sea of options. But don't worry - with a few key strategies, you'll be navigating Zoho like a pro in no time.

Here at Relativity, a Zoho Partner based in East Sussex, we’ve spent years compiling some top tips and tricks to help you customize your Zoho experience for maximum efficiency. Here’s what you need to know to get started:

Managing the Menu

One of the biggest hurdles new users face is getting a handle on Zoho's extensive menu system. With dozens of apps across categories like sales, marketing, finance, and more, it can be tough to find what you need. Start here:

The Hamburger Menu Saviour: Look for the ubiquitous hamburger menu (three horizontal lines) in the top left corner. This is your gateway to all the core features and functionalities of the application.
Search is Your Friend: Don't waste time sifting through menus. Use the search bar located at the top of most Zoho applications to find specific features or functionalities in a flash.
Simplify & Streamline: Take some time to prune your menu down to only the apps you really use. Just click the "Edit Menu" option, then uncheck any apps you don't need day-to-day. A streamlined menu will be much less overwhelming.
Bookmark Your Favourites: For functions you use regularly, bookmark them. Click the star icon next to the feature name in the menu to create a custom shortcut list for quick access

Crafting the Perfect Dashboard

Zoho dashboards are powerful tools for visualizing your data. The key is to personalise them by adding the widgets, charts, logs, and other components you need most.

Customise: Most Zoho dashboards come pre-populated with widgets. Don't be afraid to drag, drop, resize, and rearrange them to suit your workflow.
Add the Information that Matters: Zoho allows adding custom widgets to display data most relevant to you. Click the "Add" button, then browse components by category. We recommend adding ones for any apps or processes you use frequently, so you have quick access to important info and actions.
Filter Finesse: Zoho dashboards often allow filtering data by date, user, or other criteria. Leverage these filters to get granular insights and avoid information overload.

Master the Keyboard Shortcuts

If you really want to zoom through your Zoho workflow, memorize some keyboard shortcuts. A few favorites:

Ctrl+G (or Cmd+G on Mac) to access the global search function directly. This is a super-fast way to find anything within the application.
Ctrl+K to quickly search any app
Ctrl+L to go straight to your calendar
Ctrl+Shift+D to immediately create a new event.

You can find the full list by clicking the "?" icon > "Keyboard Shortcuts."

Top tip: Many Zoho features offer contextual keyboard shortcuts. Look for keyboard shortcut hints displayed next to menu items or buttons to discover them.

Stick with the Apps You Know

With so many Zoho apps on offer, it can be tempting to want to use them all. Our advice is to stick to mastering the core apps you know you'll use regularly, at least at first. There's a bit of a learning curve, so don't spread yourself too thin trying to adopt every single app right away. Focused mastery of the key apps for your role and tasks will serve you much better than a shallow familiarity across dozens of programs.

Embrace Zoho's Help Resources

Zoho offers a wealth of resources to help you navigate the interface and become a Zoho master.

The Mighty Help Button: Every Zoho application has a handy help button (often a question mark icon) located in the top right corner. Clicking it gives you contextual help articles and video tutorials.
Zoho University is Your Ally: Zoho Universityhttps://www.zoho.com/spark/ is a treasure trove of learning materials. Explore their courses, tutorials, and webinars to become a Zoho whiz.

Don't Be Afraid to Ask

Finally, don’t forget that you have a whole community of fellow Zoho users and experts to lean on when you need help. Whether posting questions on forums, chatting on Slack groups, or asking a Zoho expert like us, don't be afraid to seek out assistance.

With these strategies in your toolkit, you'll go from feeling like a newbie to an experienced Zoho pro before you know it. Remember, practice makes perfect. The more you explore Zoho's features and personalize your workspace, the more comfortable and productive you'll become. Welcome to the world of Zoho – happy Zoho-ing!

How can Relativity help you

For SMEs, Zoho offers a compelling solution by bringing together everything a business needs under one roof. Its integrated ecosystem ensures seamless operation, data consistency, and security, all while being highly customisable and scalable.

Relativity is a Zoho Authorised Partner, and Zoho Certified Professional Developer in East Sussex, supporting clients throughout the UK and the world. If you would like support implementing the Zoho EcoSystem in your business call Relativity on +44 1825 280123 or email info@relativity.co.uk

How Zoho Complies With The UK Data Protection Laws Post-Brexit

Tue, 21 Mar 2023 17:59:06 +0000

If you are thinking of using Zoho software, you will want to ensure Zoho complies with the UK Data Protection Laws post-Brexit. Since leaving the EU on December 31, 2021, the UK is no longer regulated domestically by the EU’s General Data Protection Regulation (GDPR). Relativity is a Zoho Authorised Partner and Certified Zoho Developer, which means we always stay on top of emerging technology. We can then suggest the best solutions for your business, which can be applied to help your company in terms of growth, productivity, profits and service delivery. As business technology specialists, we want our software recommendations to be fully compliant with the UK’s data protection laws. In this article, we explain what Zoho has put into place to ensure it is fully compliant.

The Background to GDPR

GDPR provided the new framework for Europe's data protection laws and replaced the 1995 data protection directive. After leaving Europe, the UK now has its own version known as the UK-GDPR (United Kingdom General Data Protection Regulation). This took effect on January 31, 2020. It runs alongside the Data Protection Act of 2018 and the PECR and governs all processing of personal data from individuals located inside the United Kingdom. The UK-GDPR is almost completely identical to the EU’s GDPR. It means your website must obtain consent from users before processing their personal data via cookies and third-party trackers. Consent must be stored safely and documented. Once you have the consent, users must be able to change this consent easily.

How Does Zoho Ensure It Complies with the UK’s Data Protection Regulations?

Zoho complies with the UK Data Protection Laws post-Brexit and has implemented a few additional obligations.

Registration with the ICO:

Organisations that process personal data of individuals in the UK have to pay an annual data protection fee. This requires registration with the Information Commissioner's Office (ICO). Zoho has registered with the ICO and has paid the required data protection fee.

Appointment of a local representative in the UK:

Since Zoho Corporation B.V. is a Dutch company, it is required to appoint a local representative in the UK. The appointed person can be contacted by email at representative.uk@zohocorp.com.

Privacy Policy for UK data subjects/customers:

A separate Privacy Policy for customers and data subjects from the UK has been published by Zoho. This is an adaption of the company’s General Privacy Policy that includes small changes necessary to ensure Zoho complies with the UK data protection laws post-Brexit.

Registration of DPO with the ICO:

Zoho’s global Data Protection Officer has been registered with the ICO. Any questions to the DPO can be raised by emailing dpo@zohocorp.com.

How Can Relativity Help You Digitally Transform Your Business with Zoho Software?

Relativity is an Authorised Zoho Partner and Certified Zoho Developer and as such can help you implement their software systems. You may be new to Zoho or you might just want a helping hand so that the Zoho products are more beneficial to your business. If you are looking to digitally transform your marketing, HR, accounts, finance or storing customer data, please get in touch with Relativity, the business technology specialists based in Sussex with worldwide clients. With Zoho, you can have every confidence that Zoho complies with the UK Data Protection Laws post-Brexit. For more information, please contact us on +44 1825 280123.

If you have further questions about Zoho's privacy practices and compliance with the UK data protection laws, you can reach out to Zoho’s Privacy Team by emailing privacy@zohocorp.com.

https://www.zoho.com/en-uk/privacy.html

https://www.zoho.com/privacy.html

Process, Process, Process

Wed, 29 Aug 2012 15:35:28 +0000

Our process is fine, we are as efficient as we could be. Are you sure? Lets look at the process to make a cup of tea: Fill kettle, wash dirty cup, put in tea bag and sugar in cup, turn on kettle, wait to boil, pour boiled water into cup, get milk out of fridge, remove tea bag add milk as required. It’s a process that gets you a cup of tea but is it an efficient process. Not so much, turning the kettle on as soon as you fill it will reduce the time to make a cup of tea as would getting the milk out whilst the kettle boils or what about washing up cups whilst waiting for the kettle to boil will save you doing it next time. Now this may only save you say 10 seconds, but assume you have 10 cups a day, thats 100 seconds, over 260 days of the year that’s 26000 seconds or nearly a day.

Ok, so analysing and streamlining how your staff make the tea may not be the best place to start but looking around your business for small savings in efficiency may make a big difference in your office. So how should you go about reviewing your process? What should you consider?

Start simple, try the process yourself. You may have invented the process before you got staff, but has it changed since then and if so is it for the better? If its your process get someone else to review it, you may be too close to it to see the inefficiency.
Are all the all steps sequential or do some work in parallel, if the latter, can you start the parallel section sooner.
Do the parallel sections finish together? If not will adding resources benefit so that no step is waiting for another to finish
Can technology be used?
Does the timing of the process make a difference? Consider the time of day, day of the week or month or perhaps even the time of year.
Talk to the third parties (external to your business) have their processes changed and can you benefit from that?
Processes in your business should never be static, try to review them regularly.

All very simple points to remember and that is what the process in your business should be, simple. If you would like more information on business processes and the integration of technology into the business process contact us.

If It Isn't Broken, You Can Still Look to Fix It

Wed, 09 May 2012 16:54:10 +0000

In a recent post I had suggested that you only fix the broken things to maximise your investment in systems and processes, I stand by this, however it does not mean you should not look to fix everything in your business even if it is not broken. Everything in the business world is changing quickly and if you do not constantly review you may get left behind or not be making the most of your investment. Obviously fixing the things that don’t work is a priority but there is always value in improving those things which are already working, making them slicker, easier, more intuitive and ultimately more cost effective, but make sure any changes are aligned with where you want the business to go. You are busy running your business, so how can you keep on top of that review?

Here are 5 Ideas:

1. Twitter, LinkedIn, Facebook, Blogs: Follow people in your industry, follow your suppliers, not just your product suppliers but also your technology and service suppliers. What you are looking for is the golden nugget of information that says a supplier has a new service or Tips and Tricks for using the systems you use.

Pros: Can be reviewed at your leisure Cons: Sorting the wheat from the chaff

2. Interact with your customers: Make sure you have an effective channel to your customers, currently this may be one way, i.e your marketing, make it two way and listen to what your clients are saying. They may have issues, some may even have ideas. Pros: They are your life blood who better to listen too for improvements Cons: Can be subjective not objective

3. Back to the floor: It may have been some time since you took a customer order or worked with a supplier as you have staff to do that, once in a while do their job. What better way is there of finding improvements to your systems and processes. May be take this a step further and have rotating jobs so that different people end up working in different areas of the business, but gather feedback, this also has the added benefit of reducing the bottlenecks caused by ‘specialist’ people being on holiday/off sick. Pros: Kill two birds with one stone, i.e perform holiday or sickness cover Cons: You hired someone to do the job because you didn’t want too!

4. Open door policy: As your business gets bigger make sure you are available to your staff, listen to what they have to offer. Pros: Builds rapport and trust with your employees Cons: Be careful about in action on suggestions bought to you.

5. Surround yourself by partners: Partners, such as Relativity who are separate to the business yet understand it and who are able to be objective with a separate pair of eyes, and don’t be afraid to talk to them, I can’t speak for partners you may already have but we are more than happy to chew the fat if you are buying the coffee :-) Pros: A lot of value and expertise for what could be very little if any investment Cons: There aren't any, I would say that wouldn’t I.