Zoho CRM – Security Controls
This tip can be very useful and prevent a lot of future headaches and problems within your organization if it is set up correctly from the beginning. Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to […]
The CRM Zen Show – Episode 106 – Get BackToWork
Zoho News Zoho Backstage Adds Virtual Events with OnAir Webinar integration into Backstage with polls, analytics and more Here is a full rundown of all of July’s updates to Backstage. Zoho Has Launched an Events Blog Recently launched – The Green Room – looks to be a nice resource for event-related tips and discussions. Zoho […]
Zoho Campaigns Mailing Template Overview
This video is meant to be a visual aid for the link below. Click here for the full guide from Zoho on Zoho Campaigns Email Templates Elements.
Beyond Spreadsheets with Zoho Creator
This guide by Zoho takes a look at the benefits of breaking away from Excel with Zoho Creator. With over-reliance on spreadsheets putting productivity at stake, businesses today are increasingly moving to databases. And there’s no lack of options available, from on-premise to online, from niche solutions to comprehensive ERPs. Before we look at what […]
Getting Started with Zoho Sign
This getting started guide by Zoho covers everything you need to begin with Zoho Sign. Whether you are an existing Zoho user or a brand new account this guide will walk you through all of the basics to get started. Within the guide are other useful links and guides to better help understand how other […]
Webinar – Zoho Projects Full Product Tutorial
The CRM Zen Show – Episode 105 – Go Go Zoho Zoho
Zoho News Zoho Touts 15 Million Users on Zoho WorkPlace More than 25 percent of new Zoho Workplace customers have made the decision to switch over from G Suite and Microsoft. Zoho Launches TeamInbox – Shared Inbox Collaboration Say goodbye to endless CCs and BCCs for good. Zoho TeamInbox gives you a well-organized, […]
Customizing Your Base CRM Module Layouts
Module clean up is quick and easy. This process can be done at any time and we highly recommend it to make your data more readily available. Here are some screenshots of what a finalized customization would look like for leads: Not finding what you are looking for in regards to Zoho CRM? Drop us […]
Wizards
This guide by Zoho breaks down what a Wizard is for Zoho CRM. From the definition to a step-by-step walk-through on how to create one, by the end of this guide, you will have a concrete understanding of Wizards for Zoho CRM. A Wizard helps you divide a long form into a series of screens, […]
8 Tips for Successful CRM Implementation
This guide by Zoho gives 8 great tips for successfully implementing your CRM. Businesses worldwide have realized the importance of a CRM system. When almost every company uses some form of CRM or the other, it is observed that many tools are not explored to their full potential, or not even used. When you have […]