All posts by Sasha Albertini

Zoho London User Conference in September!

By | Training, Zoho | No Comments

Zoho logo

Early Bird discounts officially ended as of the 15th, but Zoho have agreed to let us make a few extra discounted tickets available. Contact us ASAP!

Announcing a new Zoho user conference!

Each year, Zoho holds conferences worldwide for their users and partners. This conference is coming to the UK on Thursday and Friday, September 13 and 14 at the etc.venues County Hall in the centre of London.

Zoho’s annual user conference is an opportunity to meet the Zoho team face-to-face and learn directly from the staff behind the applications. You’ll have ample opportunity to network and exchange ideas with like minded people from companies of all sizes and industries who have turned to Zoho to transform their business. Come and have one-to-one chats with experts in sales, marketing, service, finance, commerce, and more to learn how you can deliver incredible customer experiences that will set your brand apart.

Conference agenda highlights

Both days will feature a strong focus on on increasing your sales and making your marketing more effective with topics such as:

  • Implementing Zoho CRM for your business
  • Understanding your sales process
  • Sales Force Automation
  • Optimising your website and engaging visitors
  • Raising your organisation’s productivity through effective collaboration & communication
  • Business insights through Analytics

The conference’s first day emphasises great finance tools and practices with topics such as:

  • Empowering customer-centric teams with a meaningful Back Office integration
  • Advanced analytics with Zoho Reports
  • Streamline your travel and expense management
  • Managing your stock and multi-channel sales
  • Zoho Finance Plus: an overview

The second day of the conference continues the momentum with exciting ways to customise and control your Zoho experience, offering topics such as:

  • Building workflows
  • Integrating apps using Flow
  • Advanced customization
  • The highs and lows with Reports
  • Staying connected: Integrating with APIs
  • Zoho on mobile

… and many more!

How to attend

Click the graphic below to see more and to reserve your conference seat: Click here for more information and to attend!

Afraid of GDPR? No Need for Fear

By | Business Management, CRM, GDPR | No Comments

man with head in sand about GDPRHave You Been Putting This Off?

By now you’ve heard about the General Data Protection Regulation (GDPR) coming into force on May 25. You’ve either been prepared for a long time or you… haven’t.

We understand. We know you’re in business to do business, not to focus on regulatory compliance. But it’s not too late for you to show that you’re taking steps to do the right thing with your data.

First, let’s quickly get you up to speed.

Basic Facts about GDPR

  • The GDPR is designed to protect the rights of European residents to their property (their data) that you might hold.
  • GDPR defines personal data as “any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier”. Another way to say this is that if you have a record that can be tied to an individual, the data in and linked to that record is personal data.
  • GDPR is good for business. Your compliance demonstrates that you are up-to-date with technology, trustworthy with data, and respectful of the law and your clients’ privacy.
  • The best way to maintain and prove your compliance is with a professional-quality CRM (Customer Relationship Management) solution.

Broad Requirements of GDPR

  • Understand where you get your data and what you do with it (accountability)
  • Know what your customer data actually contains (data usage)
  • Properly gain customer authorisation to hold, use, and/or share their data (consent)
  • Allow customers the right to know what data you hold about them, and generally to say what can and cannot be done with it (right of access)
  • Protect your customer’s data from unauthorised access and use (data security)Control over your GDPR data

Get Peace of Mind

Caldere Associates are experienced data scientists who use CRM and data analytics to help businesses understand and process their customer data sensibly and efficiently. We can take stock of your existing data and help you rapidly achieve your compliance goals. Contact us as soon as you can so we can do our best work for you.

Additional Resources

 

The Year in Zoho – Incredible Improvements

By | Uncategorized | No Comments

Zoho Improvements through 2017

Even We’re Surprised

Zoho started as a capable and cost-effective solution, and we at Caldere have been proud to represent it. We are even more excited about it now that we’re heading into 2018 and we’ve seen the recent list of improvements.

Recently the Caldere team were thinking about all of the ways Zoho has changed over the past year. We knew Zoho continually adds functionality at a rapid rate, but we must have become used to it. Looking back, the sheer pace of improvement in the program has surprised even us. The added functionality has been so timely and useful it’s like it’s always been there.

It goes to show that (as all high performers know), exceeding expectations becomes an expectation of its own! We continue to look for innovations and cutting-edge development from the Zoho team, and we look forward to putting these improvements to work to solve problems for all our clients and colleagues.

What’s the Excitement All About?

Here is a sample of the ways in which Zoho has added functionality and become more user- and business-friendly in 2017:

  • A culture of constant upward climb: Zoho has had about 4 product updates every week without compromising usability. It’s almost annoying! But when you actually put each update into practice, the annoyance disappears.
  • Process and workflow improvements: The rollout of Zoho Blueprint allows you to intuitively plan your sales processes. Zoho CRM has added powerful new expansions to its easy-to-use workflow rules functionality.
  • Awareness of your whole business context: A wide variety of important new integrations and plugins allows you to connect Zoho more and more with the programs you already rely on. Zoho works with a large number of social media, e-commerce, telephony, team communication, financial, and marketing applications. This is in addition to Zoho’s own comprehensive suite of business applications that tie together every facet of your business from intelligent reporting to payroll. Everyone in your company can use and be supported by Zoho functionality.
  • Partner with the individual user to get more done: Functionality like “sticky notes” that are shared across Zoho apps, new ways to handle activity notifications, and new ways to score leads, make not only Zoho CRM but the entire Zoho platform a total no-hassle environment for getting and staying connected and organised.

Take a Deeper Look

When was the last time you were astonished by a software package? If you take a minute to review Zoho’s fun write-up on their 2017 changes, we bet you’ll be as delighted as we were.

Once you’ve had a chance to see what’s new in the Zoho world, we hope you’ll contact us to help plan your business future. We, and Zoho, consider your business success our priority.

Merry Christmas and Happy New Year from Caldere

By | Administrative | No Comments

Seasons GreetingsOur very best wishes for the Christmas season and the new year!

All of us at Caldere would like to thank all of our business partners, clients, colleagues, and friends for a very good 2017, and to wish you all the very best of the Christmas season and a brand new year brimming with promise and prosperity.

We will be open for business as usual until 5 p.m. on Wednesday the 20th of December.

After the break, we will be fully available on Tuesday the 2nd of January.

If you would like to reach out to us between those dates, please feel free to phone or e-mail us, or to use the Contact Us form on this site. Someone will contact you at the very first opportunity.

Global GDPR Readiness with Zoho CRM

By | Administrative, GDPR, Zoho | No Comments

GDPR Readiness and Zoho

We at Caldere have issued our own statement on GDPR readiness, but we also wanted to call attention to excellent material produced by our main software partners.

Global business software powerhouse Zoho are fully aware of GDPR compliance because it applies not only to EU companies, but to anyone who collects information belonging to EU residents. Worldwide businesses who use Zoho need to know about their legal obligations and how to meet them. Fortunately, GDPR-ready Zoho software makes this business administration task easier.

It’s important to note GDPR protection applies to residents, not just citizens… this blog poster happens to be an American citizen living and working in the EU, so it’s good to know my data is also protected. Zoho make a special note of this distinction in the Introduction to their extraordinarily well-written and approachable writeup.

GDPR Europe ComplianceWhat’s Included in Zoho’s GDPR Readiness Article

  • Zoho explain their past, present, and future commitment to data privacy and security. Interestingly, they mention that they are as serious about this with regard to their full-featured free versions as they are with regard to their fully-paid enterprise versions.
  • They’ve put in place a dedicated GDPR team and several initiatives to serve their 30+ million users now and to make sure they are ready to support their users’ GDPR compliance goals.
  • In the article, Zoho have provided a quick but comprehensive checklist of readiness goals for organisations to discuss implementing.
  • For organisations still grappling with what GDPR is and how they should approach it, Zoho have provided a clear and comprehensive FAQ that doesn’t assume you are a legal or even an IT expert. (I personally found it useful even though I’ve been reading about GDPR in much more technical contexts for months.)
  • Finally, Zoho offer some resources that will be especially useful to the members of your organisation tasked with implementing and maintaining GDPR compliance.

Partner with Caldere

As a Zoho Partner organisation, Caldere are every bit as committed to GDPR compliance for ourselves and our clients. Contact us without delay to find out how we and you can use the latest functionality to make sure you’re ready by the May deadline.

GDPR – Make Sure You Know

By | Administrative, Business Management | No Comments

Data safety and legal compliance depend on GDPR

It used to be the case that a person could freely walk across or use another person’s land so long as they were not violating other laws. More recently, governments protected the landowners’ property rights by strictly restricting how other people could access and use their property. In 2016, the EU passed laws that clarify the property interest of individuals in the data that is collected about them, and determine how the custodians of the data must control how the individual, the custodians themselves, and any third parties access and use the data. This legislation is called the General Data Protection Regulation (GDPR), and it comes into force on 25th May 2018.

GDPR Is the Law

All UK and EU organisations, as well as all other organisations processing data belonging to EU residents, will need to be fully in compliance by May 25th. Additionally, legal experts agree that Brexit is unlikely to relieve UK organisations of their responsibilities under the law (in any case the law will take effect long before Brexit is completed).

GDPR determines how data is to be stored, accessed, protected and utilised.  In simple terms, GDPR provides the public with more power to access information being held about them without having to access the SAR (Subject Access Request). Individuals also have the right to specify how their data is accessed and used by other people and entities. Finally, GDPR requires the holders of data to manage the data according to privacy best practices. The people who your data describes are recognised to have a property interest in their data, and this must be respected. Fortunately GDPR describes how you are expected to arrange things so that your databases respect the law.

What Do We Need To Do?

GDPR mandates that organisations appoint a Data Protection Officer (DPO). Your DPO will be responsible for and will need to be in contact with internal and external customers in the event of a data breach. For most small businesses, it won’t be a legal requirement to formally appoint a DPO. It is also possible to appoint someone outside the firm (for example, a consultant) to be your DPO. However, someone in your business will, in general, be responsible for data compliance obligations under the GDPR, including documenting that compliance.

Note that under the GDPR, a breach in data doesn’t mean that only personal or financial details are unprotected or inappropriately accessed. GDPR has a broader scope. It includes confidentiality agreements, usage details, IP addresses, or any other data identifiable as belonging to an individual within the EU, including encrypted data.

How Does the GDPR Affect What We Use Data For?

The provisions of the GDPR can be divided into 8 key rights possessed by the individual whose data is being stored and processed. It also states how you must respect these rights.

  1. Right of access: Individuals can request access to their personal data.
  2. Right to be forgotten: Individuals may ask you to tell them how you use their data. They can ask you to remove and delete their personal data.
  3. Right to be informed: Individuals must know how you intend to use their data at the time that you gather it, and they must freely give their consent to that usage. There are rules that govern what information we need to supply and at what stages we need to supply information to the client.
  4. Right to data portability: Individuals must be allowed to transfer or move their personal data between service providers easily and safely. This move must be accomplished without denying the individual access to or use of their data.
  5. Right to data rectification: Individuals must be permitted to correct their data if it is inaccurate or incomplete.  Customers need to be made aware of the third parties to whom the data has been disclosed. Data holders must make sure that these third parties are also informed of the corrections to the data.
  6. Right to restrict processing: Individuals whose data you hold may specify how you may not use or process it, or deny you the right to process it altogether.
  7. Right to object: Individuals may object to your usage of their data based on their own particular circumstances.
  8. Rights related to automated decision making and profiling: You must have safeguards in place against the risk that a potentially damaging decision might be made without human intervention. Individuals generally have the right not to be subject, without their consent, to a decision that is based on an automated profiling or demographic sorting process.

What Else Do We Need To Know About the GDPR?

Naturally, as with any legal compliance issues, it’s best for you to consult with your company’s legal advisers to determine which provisions of the law you are in compliance with now, and which provisions you need to work on in order to get ready by the May 25th deadline. Typical of most legislation, interpretations of details or even of key provisions may differ. Fortunately there are official bodies who are issuing clarification and guidance, such as the Information Commissioner’s Office in the UK, and the Data Protection Commissioner in Ireland.

Once you know what your data compliance efforts must accomplish, our team of professional database experts at Caldere will be happy to give you the tools, methods, and support you need to reach those goals. Please don’t delay; a full and effective overhaul of your data policy is not something that can be done at the last minute. Contact us today to find out how we can help.

Power BI: Starting a Third Year of Leadership

By | Business Intelligence, Power BI | No Comments

What’s That in IT Years?

It’s hard to believe that Microsoft Power BI has been around for just two years. They’ve been two years of constantly upgraded functionality and incredible innovation. Every month, Microsoft have announced more amazing things we can do to make Power BI work with and for us.

Why Should My Business Care About Power BI?Power BI Dashboard

IT moves fast; faster every day. Many people in the industry haven’t even heard of business intelligence, much less follow current data trends and understand how to work with it. If you aren’t sure what business intelligence is, or if you don’t know why every business needs it to get full value from and properly understand their customer and financial data, we’ve written a quick guide to get you up to speed. Click here to learn more.

What Has Power BI Done Lately?

Microsoft love to give Power BI more and more improvements and additional functionality. Here’s a selection of some of the most useful updates in just the most recent month:

Visuals and reporting

  • New table and matrix visuals, with new formatting options and improved drill-down.
  • Renaming fields using aliases for specific visuals.
  • Increased responsivity to different screen sizes.
  • Breakdown for waterfall charts.

Analytics and modelling

  • Two new measures: star rating and concatenated list of values.
  • Bidirectional cross filtering for DirectQuery models.

Data connectivity

  • In addition to the wide range of connectivity options already present, a Snowflake connector has been added.

Dashboard functionality

  • The new Performance Inspector helps you if your loading or processing time is slower than it should be.
  • There is a new e-mail subscription button that allows you to choose to be notified when the underlying data changes.

Take a Quick Look For Yourself

We invite you to take two minutes to watch this fun video and get a taste of what Power BI does now and where it’s heading in the future. Then give us a ring or contact us right here to talk about getting this power for you and your business!

Complete Functionality, Tiny Cost – Zoho One

By | Zoho | No Comments

Surprise!Everything you need for business at the lowest per-user cost with Zoho One

We’ve been keeping the new Zoho One system under our hats since we first learned about it while it was in development. It’s been in the works for ten years. But Zoho surprised us by releasing it earlier than expected (how often does that happen), while I was on holiday, actually. So this update is a few days late, but I’m excited to share the news with you now!

I’ve heard of Zoho. What Is Zoho One?

Well, let me ask you a few questions first.

What systems do you use today to take care of your business’s finances and sales inventory? Administer your human resources and foster communication between your staff members? Log and resolve product issues?  Manage your projects and get optimal results? Monitor your website and social media accounts? Serve and connect with your customers and clients?

Do those systems all interface with each other and share the same information? I’m betting not, even if you already use a handful of Zoho apps that you pay for separately.

With Zoho One, you get access to nearly all of the Zoho apps, with more being added from time to time. 35 apps and counting, at the full-featured Enterprise (high-end) level, that all work together. You can choose to use as few or as many included apps as you wish, as a company or as a department. Work simply or in depth, stay in the office or go mobile, combine or delegate duties, give users wide-ranging permissions or keep them on task with access to specific apps, all with a single sign-on per user. Whatever you choose, you can use Zoho One as a complete operating system for your entire business.

Your business needs are respected. You’re not restricted to just what’s in the box. Zoho Creator, included in Zoho One, is a drag-and-drop app builder that allows you to build apps for unique business needs, all under the same umbrella as your existing apps. The developers at Zoho have worked hard to bring you hundreds of integrations with third-party software so you don’t even have to be locked in to using Zoho One exclusively.

Is Zoho One Really Less Than a Pound a Day?

Well, to be precise, it’s 30 US dollars a month per user (£23 and change) for the whole package, with no minimum number of users. Yes, even small to medium sized businesses can access all the functionality and work like larger organisations. Zoho One allows you to progress seamlessly from strength to strength as your business grows. You can afford to put software on everyone’s desk and forget about rationing functionality to just a handful of key people. Everyone can participate in your success.

What About Maintenance Costs?

Zoho One - Less than a pound a dayWe knew you’d ask. What do you think the cost is of maintaining one seamless system with built-in interfaces, compared to the cost of managing several disassociated systems and the in-house-developed interfaces between them? How much does it cost a company to have to deal with many software vendors instead of a few, or even one? Does your cost fluctuate with your usage? Do you pay for separate data storage?

Zoho One is available for a single set cost from a single vendor through a single point of contact. All of the included apps fall under a single contract with no set time limits, and a single service agreement. There are no sneaky required add-ons or upgrades to worry about paying extra for. Your data and apps reside in the cloud, so your generous and secure data storage is also included (the exact amount of storage depends on the apps you focus on and your total number of user licenses).

How Do I Get Started With Zoho One?

Oh, the best part? You can start for free. Try it out. Use your own data. The trial version can easily be converted to the full version without losing any of your work. You’ll be able to start concentrating on your business, not your software.

Click here or on the link below to get your own access. Contact us with your questions (we’re Zoho One users, too) and we’ll be there when you’re ready to step up to the full functionality. We’ll see you in Zoho!Free Zoho One Trial

Caldere Welcomes New Act! Certified Consultant

By | Act!, CRM, Support | No Comments

Welcome our newest Act! Certified Consultant!

We at Caldere would like to welcome our newest Act! Certified Consultant, Sasha Albertini! Sasha just completed her Act! Certified Consultant certification exam with a perfect score. (This shows how far she’s come since taking on a more significant Act! support role with us in 2016!) As a result, Sasha will be able to work directly with Swiftpage on your behalf to make sure you get the best possible service and support for Act! CRM.

Act! Certified Consultant ribbonProfile

Sasha comes from a very strong database support background that includes product data management (PDM), enterprise resource planning (ERP), and project management support and user training, as well as CRM installation and administration. Additionally, Sasha qualified earlier this year as a Salesforce Certified Administrator and is assisting in Caldere’s Zoho and Microsoft Power BI implementation projects.

With over two decades of experience working closely with IT clients in large and small corporations, Sasha prides herself on her approachability and problem-solving tenacity. She believes in your business knowledge and understands that you have the best approach to making your own business successful. Most of all, her mission is to make sure your software works for you and keeps you working, rather than to demand that you tailor your expectations to the software.

What’s Next

The next step for Sasha is to increase her data analytics and BI skills. Along with the high level of experience and skill that senior Caldere staff already possess in business intelligence, database administration, and software development, this will ensure that every one of your Caldere consultants has the very best and deepest understanding of what data is, how to keep it safe, and how to make it work most effectively for you and your business.

Sasha invites you to contact us to find out why it’s better to be a Caldere client!

Tip for Organising Power BI Measures

By | Power BI, Tips and Tricks, Training | No Comments

When we are creating dashboards in Power BI using (for example) Act! tables, we may end up with a long list of tables. These could have come from Act! or from created tables, such as the Dates tables. In addition, we are going to want to create lots of measures.

Power BI Tables View

This is where this little trick can come in very useful.

Setting Up Our New Measures Table

Within the Power BI desktop, click on the Enter Data button on the Home tab.

Enter Data on Home tab

This will bring up the Create Table dialogue box.  We are only interested in the Name field. Here we will enter the name of our new measures table, then click on Load to complete the task.

Create Table view

This will create a new table within the Power BI desktop.  We can then start to move the measures to the new table.

Moving Measures to Our New Table

Go to the first table that holds a measure. Select the measure, then click the Modeling tab.

Modelling tab with measure

Within the Modeling tab we can move the measure from one table to another by using Home Table.

Home Table

From the drop down list, select the new table. In the above example, at present Count_Lead_Source is sitting in TBL_Opp_Measures. To move it to the Measures Table table, we just click on the name of the new table in the list.

Measures table in Home Table list

The measure is moved and is present in the new table. 

Moved measures to new table

How Can We Help?

Find out how Caldere can help you to build a more successful business:
Call +44 (0)118 945 6220 and speak to one of our dedicated specialists.

Contact us!