Zuum Transportation, Inc. – Case Study
ZUUM – Zoho One CRM Rebuild, Pipeline Management & Analytics Case Study Industry: Transportation & Logistics (Freight Tech) | Location: Irvine, CA, USA | Founded: 2016 Apps: Zoho CRM, Desk, Analytics, Campaigns, Forms, Flow, Sign Structured Pipeline & Adoption Ops Data Integrated Into CRM 3x Revenue Growth Reported Executive Summary ZUUM Transportation, Inc. is an […]
Zoho People vs. BambooHR – Which is right for you?
It’s common to end up responsible for tasks outside of your comfort zone when you work for a smaller business. Often, one of these “little things” is acting as an entire human resources department. The right HR tool can alleviate much of the stress involved in managing all those threads. Who are Zoho and Bamboo […]
Don’t Get Intoxicated From Bad Leads
When it comes to marketing metrics, most business owners find themselves in one of two camps: They either know their bounce rates, conversions, and marketing ROI by heart Or they track nothing and prefer to go with the “flow” You don’t want to be in the second group. To grow any business, you must be […]
Zoho CRM How To Set Up Motivator Tutorial – 2021
Back at the end of August in 2020, Zoho removed Zoho Motivator from the App store. And by the end of December ended the App altogether. For many of us, this didn’t affect our usage of the Zoho suite at all. However, there were still a handful of businesses out there with bullpen-like sales antics […]
A Guide to Millennial Recruiting
This guide by Zoho helps give you insight into the Millennial workforce and how to better understand their characteristics for recruitment. Goldman Sachs reports that “One of the largest generations in history is about to move into its prime spending years. Millennials are poised to reshape the economy; their unique experiences will change the ways […]
An Unhealthy Matrimony, Spreadsheets…
It’s common to use Excel spreadsheets to manage information when you start a new business. Spreadsheets may work while the company is small and there isn’t as much customer or financial data to mind, but any growth will quickly lead to cumbersome circumstances. Pros and Cons of Spreadsheets Pro: They’re free. For most businesses, spreadsheet […]
5 Automations You Need in Your CRM
As your business grows, you will need a good customer relationship management (CRM) solution. This technology helps you manage all of your contacts, relationships, and interactions. A CRM brings together people from across the enterprise: sales, business, marketing, support, etc. Pretty soon, you may find you have more contact data than you know what to […]
Become a Smarter Sales Rep With Zoho CRM
This guide by Zoho covers how as a sales rep to utilize all of the different tools Zoho CRM has to offer. With such a vast toolkit even knowing what is there can often slide under the radar. Don’t worry though Zoho has you covered by covering all of the essentials you should know in […]
5 Reasons You Need to Switch to Zoho CRM
Small to midsize businesses, or SMBs, must work harder than ever these days to impress modern consumers. It’s also tougher to retain customers and earn their long-term loyalty. Don’t worry though, when you switch to Zoho CRM impressing and retaining clients will be a breeze. Making people feel valued and cared for is hard work. […]
Pediatric HeadShape Clinic – Case Study
Pediatric HeadShape Clinic – HIPAA-Compliant Patient Automation & Diagnostic Workflow Case Study Industry: Healthcare | Location: Canada (4 Locations, Expanding) | Team Size: Not listed Apps: Zoho Creator, CRM, Survey, Flow, WorkDrive, Sign, Analytics Automated Family Communications Charting + Diagnostic Workflows Clinic Expansion Ready Executive Summary Pediatric HeadShape Clinic (PHSC) is the largest head shape […]