Category Archives: Administrative

Zoho CRM Administrator Training Course in UK (London)

By | Administrative, CRM, Tips and Tricks, Training, Zoho | No Comments

Zoho CRM logo with handshake iconTickets are now available for the Zoho CRM training for Administrators taking place in London (UK) on August 13 through 15.  

Contact us for more information or help with tickets.

Announcing the Three-Day Classroom Training for Zoho CRM:

Zoho have always been committed to providing their users with the best training material whether via web tutorials, user manuals, regular webinars, or in-person classroom courses. As part of this commitment, they are running an expert-led Zoho CRM administrator classroom course in London to help you gain hands-on experience with managing users, automating sales processes, customising your implementation, getting to know Zia, and much more. So bring your laptop and charger (as there will be hands-on exercises) and head down to central London for three very productive days!

Course Description

Zoho CRM Classroom Training for Administrators will help you gain hands-on experience with automating sales processes, managing users, setting up sales territories, securing your customer data, customising CRM solution to your industry, and other topics.  You will also get the opportunity to interact with product specialists and learn the best practices of CRM implementation.

Course Structure

Monday, August 13 (9am – 5pm)

  • Introduction to Zoho CRM
  • Organisation Setting
  • Data Security
  • User Management
  • Customisation – Essentials

Tuesday, August 14 (9am – 5pm)

  • Communication Channels
  • Territory Management
  • Automation – Essentials
  • Data Administration
  • Marketplace

Wednesday, August 15 (9am – 5pm)

  • Customisation – Advanced
  • Automation – Advanced
  • Zia
  • Portals
  • A Day in the Life of a CRM Administrator

On all of these days you will get the opportunity to interact with Zoho CRM product specialists.

How to Attend

If you would like more information, or just want to chat about the course, then please feel free to contact us.

Click the graphic below to see more and to reserve your training seat: Zoho logo

Classes are also coming soon to Australia (August 8-10) and Canada (September 5-7).

Best Practices for Building a Website from Zoho Academy

By | Administrative, Business Management, Tips and Tricks, Training | No Comments

Build Your Best Business Website

Zoho have always said that, along with offering the technology to solve virtually any business problem, they want to provide help for businesses to succeed. They accomplish this by providing well-researched and comprehensive information about how to run a business with their software tools. The first goal for any business is to build and maintain a highly effective website.

Zoho Academy have created some easy-to-digest ebooks which bring together basic principles, best practices, and checklists to help you create a great looking, effective website. Below is the breakdown of each ebook. Read each volume from the start by clicking its title, or dip into the most interesting and relevant chapters.

Website Best Practices

Best Practices Volume 1: Homepages

Your homepage may very well be your site visitors’ first impression of your business. It has to walk a fine line between drawing visitors in with compelling content and pushing them on to the next page of their customer journey.

Best Practices Volume 2: About Us Pages

The About Us page is one of the most underutilised marketing tools on business websites, but it doesn’t have to be. Learn how to position your About page, what language and tone to employ, how to use your About page to communicate your company values, and how to make your About page a true conversion hub.

Best Practices Volume 3: Testimonials

When done well, testimonials are a powerful element of any website. But while their ROI can be very significant, good testimonials require smart strategising.  Knowing where to find them, what they should include, and where to place them on your website will help you use your testimonials most effectively.

Best Practices Volume 4: FAQ Pages

Your website’s FAQ page is your opportunity to address concerns of, clarify concepts for, and remove doubts that arise from prospects on their path to purchase. After all, when a prospect lands on your site, there is often no human available they can turn to for answers or help. Learn how the FAQ can best compensate for that absent interaction.

Best Practices Volume 5: Online Shops

If you run a retail business, the benefits of offering an online shop are indisputable. Your website will speak for both your salespeople and for the products themselves. Learn how to design your online shop pages, write excellent copy, and leverage psychology to serve your business’s best interests.

Best Practices Volume 6: Business Blogs

A business blog will establish you as an authority in your field, drive visitors to your website, grow prospect trust and engagement, and generate leads and sales. It’s one of the best content marketing tools your business has. So how do you ensure it creates as much value as possible for your business?

Best Practices Volume 7: Web Forms

Web forms are imperative for your business website because they allow visitors to interact with your company. If they’re making a purchase, subscribing to a newsletter, scheduling an appointment, or creating an account, visitors are using your forms. Learn best practices for the most common form types.

Best Practices Volume 8: CTA (Call-to-Action) Buttons

Whether it’s signing up for a free trial, setting up an account, or adding a product to a shopping cart, your prospect is always on the threshold of taking an action. That action requires a CTA button.  Here, we offer best practices for button design, copy, and placement.

Best Practices Volume 9: Examples of Great Websites

While tips, tricks, and best practices for your company website are invaluable, seeing these elements in action is often the best way to understand how they work and how to employ them. Here are Zoho’s favourite business websites by genre. We and they hope you find them inspiring and motivating!

Visit Zoho Academy to access an online, self service archive of educational content designed to help people do business better.

Merry Christmas and Happy New Year from Caldere

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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.

Act!-Outlook Integration Support: A Case Study

By | Act!, Administrative, Support, Tips and Tricks, Training | No Comments

Have you ever had trouble with your Act!-Outlook integration? Here’s how Caldere helped a client with a difficult issue.

The Client

One of our longstanding Act! clients uses a complex system of several databases and has a few dozen users in total. Their data administrator is what IT support people consider a “superuser”, someone who has more experience and authority than most other people in her company who use the program. She’s smart, and has become knowledgeable enough to train new users and to deal with many common problems on her own. So when she calls us with an issue, as she did not long ago, we know it’s going to be an interesting one!

Act!-Outlook integration supportThe Support Issue

When Act!-Outlook integration is set up and functioning properly, an Act! user can access e-mail from within contact records. They can start an e-mail with a contact by clicking within the contact’s record, the e-mail itself should show in contact history, and so forth. One staff member had lost the ability to use that Act!-Outlook integration functionality.

The data admin knew the usual things to do, of course. First she made sure the staff member had the right permissions. She looked to see whether they were accessing the right database files in the right way, and she asked them whether Outlook itself had had any issues. She checked the staff member’s Act! Preferences to make sure the e-mail settings were correctly set as Caldere had recommended. But then she was surprised to see that E-mail System Setup didn’t show the check boxes for selecting either Outlook or Act! e-mail. The field where the options were normally shown was quite blank. All she could do was close Act! and call us for support.

Diagnosing the Act!-Outlook Issue

We contacted the data admin, and she sat with the staff member to consult while we set up a remote support session on the user computer. First we checked the data admin’s work to make sure we understood what she had seen and done. We confirmed that the options were not appearing in E-mail System Setup, and we made sure all the easiest fixes had been tried (it’s always best to try those first!).

Then we moved on to intermediate-level diagnostics. We verified that the user was running compatible versions of Outlook and Act!, and that there were no known conflicts between the Act! plugin for Outlook and any other Outlook plugins. The user’s Outlook profile looked fine. There were no identifiable compatibility issues between Act! or Outlook and any other software installed on the computer.

How We Solved It

We moved on to the more advanced-level fixes. These can involve fixing damaged programs, editing the registry, or as a last resort uninstalling and reinstalling Act! itself, so they would not have been things the data admin would have tried by herself. One problem that is known to cause the E-mail SystemFinding the way through Setup to show blank is related to Microsoft Visual C++. Since C++ is a Microsoft product, not part of Act!, only limited assistance is available from the Act! vendor’s customer support. We wound up removing the suspected problem redistributable and reinstalling it from a verified good download. We then downloaded and ran a complex batch file that reset several functions and ensured the newly reinstalled redistributable was operating properly.

After applying that fix, we rebooted the user computer and checked to make sure the options appeared in E-mail System Setup (they did, and everyone cheered). We verified that Act! worked as expected once the preferences were set according to our usual operating standards. Then we opened Outlook and verified that the add-ins had been properly installed and were working correctly with Act!. We made sure that the data admin and the staff member understood the issue and that they were happy with the solution, then we ended the support session and let them get back to work.

What We Can Do for You

At Caldere, our tech support team has been working with Act! for many years. We combine our unusual depth of experience and intelligent grasp of systems with a willingness to go the extra mile in identifying and resolving the problems that stop you from being productive. Call us if you’d like us to be your first line of defense when unexpected things happen.


More details about the solution we successfully applied in this case study can be found in the Act! Knowledgebase.

The New Act! v19 Upgrade – How To Get There

By | Act!, Administrative, Business Management, CRM, Maintenance, Tips and Tricks, Training | No Comments

So now that you’ve read our post and information page about the great new features of Act! Premium v19, what’s the way forward? Here’s a road map to preparing for and implementing a smooth v19 upgrade with Caldere.

v19 upgrade signCheck Your Vehicle

You will need to inspect all parts of your system to make sure they are operating properly and meet the minimum system requirements. If you’re not sure, we’re here to help.

If you need a license for v19, we can arrange this. (Some users, such as those with subscriptions or some of those who recently purchased v18, may already have a license.) Contact us and we’ll help make sure your license is in order for your v19 upgrade.

If you are upgrading from a version of Act! other than v18 Premium, and you are using or may use remote database access (such as for users who work from home, or mobile users), you must make sure that your SQL database engine is properly updated. We can assist you.

Backing up your databases before you upgrade isn’t just a good idea, it’s a critical step in any upgrade in case something turns out to be incompatible or not to work as intended. Backing up before, and in the worst case, restoring after, an upgrade can be intimidating and technically tricky. If you haven’t done this before, it’s critical that you do it (you would be surprised how many users we’ve seen who don’t know how). Some older databases may even need to be converted before the v19 upgrade. We are experts in this and can show you how to make sure you’re protected.

Most importantly, make sure your data is clean and organised. A clean database, free of accumulated garbage and duplicates, eliminates most everyday data issues and makes your work faster and more efficient. We know some tips and tricks that will help you tune up your data fast so you don’t also upgrade your problems!

Look Both Ways and Behind

If you are currently a Premium Cloud user, it’s important that you don’t attempt to upgrade on your own, or you could lose your ability to synchronise your data. Contact us to get a readiness assessment and understand what your next steps are.

If you share a database with other users (even if the other users are just the other computers you use), do not upgrade only your machine, or only some machines and not others. The versions of the database and the users must match. Contact us to help navigate the ins and outs of upgrading your server and organising all of your users, both direct-access and remote.

Checking your existing software for compatibility is always worth the small time investment. This includes making sure any customisations within Act! itself, as well as any add-on software, operate as expected in the new version. We can help you avoid roadblocks and known issues that can make your new installation troublesome or even cause crashes.

Know Where You’re GoingYour destination - v19

Act! v19 comes with brand new features and useful functionality that you may not have considered implementing until now! To get the full value for your subscription and the fullest use of your valuable data, we recommend you think about ways you can integrate these things into your business. We can discuss ways in which we’ve seen other businesses use these strategies, and help you get up to speed.

When it’s time to apply the actual upgrade, you can put us in the driver’s seat so we can do the setting up of your server, apply the upgrade and any necessary remote sync support to user computers, and make sure any after-upgrade configurations are implemented properly. We’ll catch problems as they occur and work with you to fix them immediately. This will prevent any unnecessary disruption and get you back to work in the minimum possible time.

After your upgrade, our team of experts can train you in any aspects of Act! into which you want more insight. We can provide necessary maintenance and support to make sure you don’t run into trouble on the way. This will make sure you run smoothly and avoid downtime that would cost you money and productivity.

Get the expert assistance of an experienced pit crew… contact Caldere by web form, e-mail, or phone to discuss Act! v19 and plan your v19 upgrade! 

A Holiday Message from Caldere

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Our message to you

One of the real joys this holiday season is the opportunity for us at Caldere to thank our clients for their trust and their custom, and our collaborators for their generosity and professionalism. We wish every one of you the very best.

Let’s all look forward to a happy and peaceful new business year filled with professional camaraderie, mission growth, exciting opportunities, and financial prosperity.

david-brooks-quotation-holiday-post

(David Brooks)

Holiday operating hours

Caldere will be operating with full support staff available through December 16. We will be operating with reduced availability through December 20.

From December 21 to January 2 our office will be closed.

If you are a client who requires support assistance on an emergency basis during that time, please contact us using the Contact Us form, or email us directly at support@caldere.com. We will get in touch soon.

We will resume normal business hours on January 3.

All of us at Caldere wish you a happy Christmas and a wonderful New Year’s Day!

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!