Relating Data with Lookup Fields
This guide by Zoho takes a look at different aspects of creating relationships amongst your data inside Zoho Creator. By the end of this guide you will understand how relating data works, the benefits of relating data, how to plan data relationships, and how to use lookup fields to relate data in Zoho Creator. The […]
Segmenting Customers
This guide by Zoho takes a look at segmenting customers in your database, primarily Zoho CRM, however, also applicable to other applications. Focusing on RFM segmentation (recency, frequency, & monetary) should help improve your metrics. Let’s take a look. Perhaps you consider the customers that are spending thousands of dollars on your products to be […]
The CRM Zen Show – Episode 107 – It’s a Gateway Drug
Zoho News Zoho CRM Kanban Is Finally Getting an Overhaul The screenshots look pretty nice. It will be here “In the coming week”. So if that means 7 days from the post, we should see it before August 20th. Oddly, this will NOT apply to activities. Zoho Mail Adds Integrations with Todoist, Wrike, Monday.com, and […]
Zoho CRM Onboarding Guide
This guide by Zoho is a must-read if you are new to Zoho CRM and looking to do the onboarding process yourself. There are many things to consider before and after setting up your CRM. To save yourself a lot of painstaking time later, read this guide first before getting started. However, if you think […]
Automate your Sales Process with Zoho CRM
This guide by Zoho provides two useful learning exercises; a better understanding of the sales process and how to implement automation of it within your CRM. You might have heard the old saying, “time is money.” This adage couldn’t be more true than in the fast-paced world of sales, where every won deal generates mroe business for […]
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 […]