Zoho & Automation: Sleek Systems for a Successful Business

Wed, 01 Oct 2025 15:29:02 +0000

No business owner wants to be stuck in an endless ocean of tasks whilst they struggle to stay afloat. The most effective way to reduce that stress is to make sure you’ve got systems that are working for you, not against you. And if they can automate some of the tedious tasks on top of that, well that’s just a bonus! Zoho is perfect for exactly that. Every app, every programme, every corner of the Zoho ecosystem: wherever you look, there are ways to automate the things that you can take off of your plate to make space for the important stuff. Below, find just a few examples of Zoho’s automation systems and how they can be used to make day to day life that little bit easier.

Simplifying Sales

A good sales team is efficient and focused, but the department is only successful when the tedious tasks are completed to the best of their ability. That means contact tracking, follow-up emails, data management. Without these things, your sales fall apart. But why would you want to waste the time of your sales team when they could be doing what they do best? Zoho’s Sale Force Automation allows for much of the administrative work to be managed by automatic systems, freeing up the time of your staff to get out there and make sales. And with a simple workflow system to build these automations up, it doesn’t take long to create the perfect personalised automations for your company and your employees.

Rapid Reports

Expense reports can also be a massive time sink when your staff could be working on practically anything else. That’s why Zoho Expense has an automated system for that! Once the automation has been set up, Zoho does all of the heavy lifting, checking through expenses and automatically generating reports for any expenses currently unreported. These can then be automatically submitted so long as they meet expected criteria. And then, to top it all off, approval can be automated too! As an admin or approver, you can set up specific custom criteria to approve reports, allowing you to focus your concentration elsewhere, without the need to sift through expense reports.

Ticking Off Tasks

For the bigger projects and focuses of your company, it’s likely that you’ll be crossing between teams, between departments, and sharing tasks amongst all of them, and Zoho Projects is the perfect system to simplify this. Not only does it track progress and organise all project data in one easy place, but it also can be used to automate the small tasks that make your life that little bit easier. Built into Zoho Projects is the Blueprint Editor. This exists to find the routine task processes that can be automated. This includes updating task statuses and updating people with email updates and notifications, streamlining the process as much as possible and reducing the chance of project delays. Workflow rules can also be used to set specific criteria for processes to happen, making it as easy as possible to customise the entire system to your project and the needs of your company.

But how can I use this?

There’s so many automatic processes within the Zoho ecosystem, it’s almost too much to handle. But that’s what we’re here for. At Relativity, we’re able to talk to you about what your company needs, hear your preferences and priorities, and use these automation tools to customise applications for you. A truly personalised experience with a truly personalised response.

Automation is just one way Zoho can be used to help you achieve your business aims. If you’re interested in knowing more about the applications on offer, and how they could be customised and automated to suit your needs, book a free 30 minute consultation with us. We’re here to listen, to help you learn and to create bespoke solutions to your endless ocean of tasks.

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Zoho Reports - A Hidden Gem Amongst Self-Service Business Intelligence Apps

Tue, 13 Mar 2018 16:46:53 +0000

Zoho Reports is a cloud based self-service business intelligence and business analytics software that allows you to create insightful dashboards and data visualisations. PC magazine actually describes it as a hidden gem in this rapidly growing segment and here we look at whether Zoho Reports would be the right app for your company’s data and business insights.

Stand-Alone or Integrated?

Zoho has an entire suite of productivity tools and business apps and just like many of the other Zoho apps, Zoho Reports can be used as a stand-alone app. However, if you do want to integrate, it’s really simple and worthwhile. It’s aimed at all sizes of businesses and is particularly suitable if you don’t have much time to learn and you have a tight budget, in fact it’s super-friendly to beginners and it’s also a good choice if your business expands, as it is available in an enterprise version.

Benefits:

Competitively priced
Easy and fast set-up
Create reports in minutes
Powerful click-and-drop user interface
Simple to learn how to use
Windows, Mac and iPad compatible
Interface can be accessed anytime, anywhere

It allows team members to share data and collaborate on tables and reports with a tailored access control for each user. It’s easy to publish and see the reports or embed them in a website or blog.

Simple to Create Reports and Charts

Zoho Reports is the easy way to create reports, charts and dashboards that access your data and give you visualisations for superb insights. If you have a basic knowledge of databases, you can virtually start using it straightaway creating tables and importing data. It will connect to your database and update it automatically.

Upload data from spreadsheets and flat files
Feed data from online storage services
Connect to relational databases
Connect with popular business applications
Blend and merge data functions

If you are looking to make better sense of your company data, Zoho Reports will enable you to get better insights into your data and you can get company reports really quickly. Zoho Reports supports a large suite of report creation options including charts, tabular views, pivot tables, summary views and dashboards and is a highly secure application.

What To Do Next

If you would like more information about Zoho Reports and whether it could be the most suitable business intelligence and business analytics software for your company, please get in touch with Relativity, based in Uckfield and working with businesses throughout Sussex and Kent. Our helpful and knowledgeable team will be delighted to discuss your options, so call us today on 01825 280123. You can also sign up for your free account on Zoho Reports US servers or on the Zoho Reports EU Servers Zoho Reports is also part of the Zoho One family, the Business Operating System for your company.

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