Help and Support - Dataholics for Zoho CRM

Getting Started

Dataholics is a Zoho marketplace extension that enables users to look up insightful information businesses & individuals worldwide and then update their CRM with that data.

Three search engines are included  – Company; Contact; Address

  • – Company search – will find company Insights such as sector, description, number of employees and year founded
  • – Contact Search – will find contacts within an organization (using the domain name to search) and display a validated email address, job title and social media link
  • – Address look-up – including “What Words” that can pinpoint a worldwide address with an accuracy of within 3 square meters.

Installation
Once you have clicked on the link to install you will need to check box boxes on the following screen then click Continue

Now select the users/profiles that you wish to provide access to the application to on the following screen then click Confirm

After a few seconds, you will be presented with the following pop-up screen that displays several settings.

A more user-friendly screen appears within the application if you wish to change any of the field mappings so with this in mind, upon seeing this screen you should click Save.

Using the application

Dataholics may be used within the following modules:

Leads
Deals
Accounts
Contacts

For the purpose of this document all screen-shots are from the Leads module, however, the functionality will operate similarly across the other modules.

 

Launching Dataholics

Click on the Dataholics custom button located in the top right corner of the view record page from within any record. If this is the first time you have installed a marketplace extension you will see a button labeled Dataholics. Otherwise, you will need to click the dropdown next to the button and locate Dataholics from the list.

User Interface

When launching Dataholics for the first time all three of the search engines are enabled:

  1. Company Insights
  2. Email and Social Links
  3. Address Lookup

Company Insights

The company name and website/domain will be pulled through from those fields entered in the Leads record. If no website is present, the application will derive the website from the email address.

Upon clicking on the Search for company insights button within a few seconds the search engine will check for matching details and update up to 7 fields within this section subject to the publicly accessible information available within the databases.
Data that was found and is ready to update will be highlighted in yellow.

The fields include:

Industry; Specialities; Year Founded; No Of Employees; Company Type; Social Media URL and Description

Contact emails and social links
The Lead name and email address fields will be pulled through from the lead record. If no email is present the search engine will use the website domain.


Upon clicking on the Search for emails and social links button you will be presented with the following pop-up window.

This will list any employees details found at that domain and populate the following fields:

First Name, Last Name, Email, (email) Status; Position; Type; Social media link.

If you can see your Lead Name in this list you may double-click the selected row or single click then click on Update at the bottom of this screen.

If you see a name that would be a better prospect than you had (based on job title) then double-click that name or single click then click on Update at the bottom of this screen.

You may see other names in this list that you also wish to add to the CRM. In this case, click on New Lead. These will be added as Leads directly into your CRM.

Once have clicked on Update then you will return to the Dataholics screen and see the fields that are ready to be updated on your CRM as illustrated below.

Address and What3words lookup

The final search engine that can be used within Leads is Address Lookup.
Simply select your country then start typing the first line of the address OR post code/zip code to be presented with a list of addresses that match your search criteria. In some cases, the name of the business may be entered and matched but if not then follow the steps as above for the address.

Select the address you need and the fields that are to be updated will again appear highlighted in yellow.

Once you see the What3words URL retrieved successfully message you are ready to save all your updates.

Once you have completed the three searches your screen should have many fields highlighted in yellow and the status bar at the top will show you the total number of fields that will be updated in your CRM.

Finally, click Save and then you will return to the CRM lead record and see that all these fields have been updated.

 

 

Settings and Admin

When launching the application you will notice a menu towards the top right-hand corner as shown below which has four options:

Subscription
Statistics
Settings
Help

Subscription
Use this option to select and subscribe to a plan.

Below are some guidance notes to help you understand the options.

1.     1 credit = 1 search *

2.     The monthly plans are rolling and can be upgraded/downgraded/cancelled at any time

3.     Credits reset each month with the monthly plans and do not rollover

4.     Annual plans are at a discounted rate – 11 months for the price of 12

5.     Annual plans deliver the credits upfront for the year and can be used at any time/month

6.     Additional ad-hoc credits can be purchased at any time – this feature will be added shortly to the application. In the meantime, you may email hello@cloud-sauce.com

7.     All plans are available in GBP, USD and EUR

*example: if a users searches for company insights + contact email & social + address – that is 1 credit each = 3 credits

 

Statistics
Coming soon……We will expand this area in due course however currently this summarises the number of credits used and the total number of fields updated.

Settings
In this area, you can make changes to the field mapping and also turn off one or more of the search engines if you require by adjusting the display settings.

Field Mapping
Dataholics uses a combination of existing Zoho fields and custom ones that are created upon installing the application. Whilst you can use these fields, in some cases you may have created your own custom fields already. These mapping tables, allow you to point the Dataholics application to your custom fields.



To use this feature

●       Select the Module (from Leads, Accounts, Contacts, Deals)

●       Click the drop-down next to the field(s) you wish to edit mapping

●       Select your desired field (s) from the list that appears

●       Click Save

●       Repeat the above for any other modules

 

Display Settings

At the bottom of this screen, you will see toggles for Show Company Insights; Show Contact Details; Show Address Details

If you do not wish to see any of these search engines simply set to the off position (left). An example of when this may be if you are supplying goods/services to consumers only then you would need to only display show address details. In this case, set Company Insights and Contact Details to off.

Help
This document will always be accessible by selecting this option. As we continue to develop and improve the application based on user feedback we will endeavour to update this documentation.

For any other queries please to support@cloud-sauce.com